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AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Applovin (APP) is trending as a short-seller retracted damaging allegations, igniting a debate among investors over market manipulation and a broader software sector sell-off, despite the company's stellar earnings beat and raised guidance driving bullish long-term sentiment.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending sharply upward following FDA approval of Optune Pax for pancreatic cancer, marking the first new therapy in almost three decades and sparking community discussion around potential massive gains and a significant short squeeze, though some investors are debating the clinical benefit and commercial execution challenges.

Game asset trading is massive but broken. It is dominated by fragmented platforms, high fees, and unsafe peer to peer deals.  Players who create value should own it. Ownership must be verifiable, transferable, and secure.  OVERTAKE introduces a smart contract based marketplace built for trustless trading, real ownership, and scalable player economies.

OVERTAKE

$TAKE is making serious waves in the Web3 gaming space, trending as trading goes live and a fresh collaboration with Coinflow Labs enables seamless fiat-to-Web3 payments. The community is actively discussing its potential as a GameFi gem, powered by AI market tools and building critical infrastructure for digital assets.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly (FSLY) is trending following a blowout Q4 and FY2025 earnings report, marking an inflection point with record revenue, gross margin, profitability, and strong 2026 guidance, driven partly by AI tailwinds. The community is actively discussing a potential short squeeze and a long-awaited sustained turnaround for the company.

TOSHI

TOSHI is trending with increased volume and community buzz, as many herald the "blue cat" as the "Face of Base" and anticipate a significant rally amidst accumulation, despite some recent frustrations. Its movements are often correlated with broader crypto market sentiment and Bitcoin's performance.

Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Twilio Inc - Ordinary Shares Class A

Twilio Inc

Investors are actively debating Twilio's role as a core infrastructure for AI agents, with many believing AI will significantly multiply communication usage through its platform. Despite a wave of analyst upgrades and optimism surrounding its AI-driven growth narrative, the stock has experienced recent volatile sell-offs, prompting a close watch on upcoming earnings.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending intensely ahead of its earnings report, with investors debating whether anticipated strong guidance on AI infrastructure growth and the strategic Tavily acquisition will drive a breakout, or if it will follow other tech stocks in a post-earnings sell-off despite record AI CapEx from hyperscalers.

The Internet Computer is a decentralized cloud blockchain designed to run applications, websites, and backend systems fully on-chain. Its architecture provides robust security, resilience, and built-in multi-chain support.  A key focus of the network is enabling a “self-writing cloud,” where AI tools allow users generate applications through natural-language instructions.  Developers and users can experiment with the platform using AI app-generation tools like caffeine.ai or by writing serverless code directly through online IDEs such as icp.ninja.  The ICP token is used to pay for computation (through a burn-based model) and to participate in network governance through staking.

Internet Computer

The Internet Computer (ICP) is a major talking point following its "Mission 70" tokenomics whitepaper, which aims for significant inflation reduction, and the launch of the Swiss Subnet, a strategic move towards decentralized cloud adoption for European institutions. While many in the community express strong conviction in ICP's long-term potential, viewing current valuations as manipulated, others voice frustration over historical underperformance and token supply dynamics.

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 is experiencing extreme volatility following strong Q2 earnings and an extended partnership with Kioxia, driven by booming AI and data center demand for memory chips; however, the community remains divided between those forecasting a 'memory supercycle' and others predicting an imminent pullback after its parabolic run.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is trending due to a contentious short report from Culper Research alleging stalled test flights and delayed FAA certification, sparking a strong debate among investors. The community is actively countering these claims, emphasizing significant institutional investments from firms like BlackRock and strategic partnerships as key indicators of the company's long-term potential in the burgeoning eVTOL market.

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