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Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending as the community eagerly awaits its upcoming earnings report, widely expected to mark its 18th consecutive beat and a significant step towards GAAP profitability, even amidst broader software sector concerns regarding AI disruption impacting market sentiment.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health Inc is trending amid polarized reactions to its latest earnings, which showcased robust growth but were overshadowed by soft Q1 guidance and mounting regulatory scrutiny and legal challenges concerning its GLP-1 weight loss drugs. The community is sharply divided between expectations of a short squeeze due to high short interest and deep concerns over the company's ongoing legal and regulatory pressures.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

A full strategic pivot to an AI/HPC data center infrastructure provider, marked by its rebrand to "Cipher Digital," is driving significant discussion for Cipher Mining. Bullish investors are highlighting billions in contracted revenue with hyperscalers like Amazon and Google, anticipated imminent new deals, and strong institutional financing as key drivers for its decoupling from Bitcoin's volatility.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy (BE) is trending following an impressive Q4 earnings beat and robust 2026 guidance, driven by a surging product backlog and massive demand from the AI data center industry. The community expresses high conviction for its long-term growth as a critical power infrastructure provider, despite acknowledging its extreme volatility and high valuation.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is trending following a major collaboration deal with Astellas Pharma for its prostate cancer asset, which includes significant upfront and milestone payments, coupled with encouraging Phase 1 trial data. Community discussion is split between bullish sentiment for a long-term breakthrough and skepticism anticipating a typical biotech 'sell the news' reaction due to the early development stage.

Rich Sparkle Holdings Ltd. engages in the provision of financial printing and corporate services. The firm offers typesetting, proofreading, translation, design, and printing of listing documents, financial reports, fund documents, circulars, and announcements. It also delivers advisory services, such as conducting internal control assessment and environmental, social and governance performance evaluation, and other services including provision of co-working space. The company was founded in 2016 and is headquartered in Hong Kong.

Rich Sparkle Holdings Ltd.

Rich Sparkle Holdings Limited

Rich Sparkle Holdings (ANPA) is trending due to its recent acquisition of TikTok icon Khaby Lame's core company, propelling it into the e-commerce live-streaming sector. This move has generated significant speculative interest and extreme volatility, with community discussion polarized between potential for a "Hong Kong low float" squeeze and concerns over massive share dilution and the company's valuation relative to its revenue.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is surging after reporting significant revenue growth and securing international approvals for its ANKTIVA immunotherapy, with its CEO discussing a multi-year expansion roadmap for various cancer indications. The community is actively debating a potential short squeeze, given the high short interest, as the company transitions into a commercial-stage leader in cancer treatment.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense is trending as investors react to its recent robust earnings beat and new contract awards across hypersonics, drones, and satellite defense, fueling community discussion around its strong market position amid heightened global tensions and anticipated long-term defense spending.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending after a sharp market sell-off, driven by concerns that Anthropic's new AI tool for COBOL modernization threatens IBM's legacy services. However, a strong counter-narrative suggests this is an overblown reaction, as many highlight IBM's existing AI solutions and established partnership with Anthropic, sparking a debate on AI's true disruptive power in enterprise IT.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk (SNDK) is trending as investors rally against a recent Citron Research short report, widely dismissed by the community who emphasize robust demand for AI-driven memory and rising flash prices. This strong bullish conviction in the company's semiconductor position is fueling calls for a short squeeze.

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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