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MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital is surging on high volume after securing a strategic 1,200-acre Texas site, which investors see as a major catalyst for scaling its data center and power capacity for AI and Bitcoin mining. While some in the community remain skeptical of management's execution and previous deal timelines, many traders are closely watching for a potential short squeeze as the company builds out its infrastructure pipeline.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions is trending as traders closely track its AI infrastructure positioning, with significant community debate fueled by an upcoming earnings catalyst and high short interest. While bulls highlight recent partnerships with industry leaders and the company's role in the AI server buildout, bears are pointing to margin risks and valuation concerns as the stock approaches a key reporting date.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is under intense scrutiny as a massive Canadian data center investment reinforces the company's aggressive and sustained AI infrastructure buildout. While some investors see this capital intensity as a catalyst for long-term growth, others remain cautious, fueling active community debate over the project's impact on earnings and Meta's aggressive shift toward AI-integrated compute.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is currently trending as investors weigh strong quarterly growthdriven by double-digit sales increases and record e-commerce performanceagainst concerns over valuation and margin pressure. While some community members are betting on a swift rebound to all-time highs, others are actively debating whether the stock is overextended and long overdue for a split or special dividend.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending as investors react to the launch of its proprietary prediction markets exchange, DKeX, while the community remains divided over its potential as a catalyst to drive growth against intensifying regulatory and competitive headwinds. Discussions are heavily focused on the stock's recent volatility, with long-term supporters pointing to strong user engagement metrics as a buying opportunity, while others express frustration over stagnant performance and leadership's recent equity moves.

ProShares Trust II - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

BOIL is trending as investors monitor supply and demand dynamics, including the impact of early-season heat waves and significant storage injection reports. The community is actively discussing the potential for a mid-summer price surge, debating the merits of long-term holding versus day trading, and navigating the recent news of a reverse stock split.

nLIGHT, Inc. engages in the provision of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications. It operates through the Laser Products and Advanced Development segments. The Laser Products segment designs, manufactures, and sells a range of semiconductor lasers and fiber lasers that are typically integrated into laser systems or manufacturing tools built by customers. The Advanced Development segment focuses on research, design, and prototyping of next-generation laser technologies, leveraging expertise in laser technology, development, beam control, and advanced optics. The company was founded by Scott H. Keeney, Mark DeVito, and Jason Farmer in June 2000 and is headquartered in Camas, WA.

nLIGHT Inc

nLIGHT is seeing significant investor interest driven by a substantial new defense contract for laser weapon systems, fueling community optimism about its role in next-generation military infrastructure. Traders are actively discussing the stock's strong technical momentum and potential for continued growth as the company pivots further into the defense sector.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegian Cruise Line Holdings Ltd. is capturing significant investor attention as market sentiment shifts due to positive insider buying and the potential for a stabilizing geopolitical environment in the Middle East, which historically pressures fuel costs. The community remains focused on the company's valuation gap relative to its competitors, with many actively monitoring technical breakouts and potential short-squeeze activity as traders anticipate a stronger recovery in travel demand.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

PepsiCo is currently facing downward pressure as investors weigh mixed quarterly results against North American margin headwinds and shifts in consumer spending. While international growth remains a bright spot, the community is actively debating the impact of inflationary pressures, promotional strategies, and potential long-term competition in the snack and beverage sector.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending as investors digest news of eased export restrictions to China and positive analyst upgrades, while the community intensely debates whether the stock is primed for a breakout or being manipulated by market makers. Sentiment remains divided between those viewing the current price as a compelling institutional entry point and those wary of broader geopolitical and competitive headwinds facing the semiconductor sector.

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$TBPH TBPH is now trading at an MCAP of 850M, 400M of which is cash which implies an enterprise value of 450M. They have max possible remaining royalties of $100M on Trelegy and are making $100M/yr from Yupelri royalties in the US (licensing deal with Viatris). Yupelri was approved in China in late 2025 so I’m guessing you could double US sales and assume annual royalties on Yupelri of 200M. Both Trelegy and Yupelri are pure profit - no operating costs - so $200M licensing revenue for Yupelri should be close to $200M profit/year. Hence, the licensing revenue from Yupelri alone is much more than enterprise value of 450M. Someone will buy them. It’s just a matter of who and for how much. I ran a quick net present value on Yupelri profits (excluding remaining 100M for Trelegy) for the next 6 years at a discount rate of 15%, assuming revenue growth to $350M by year 6.  Implied NPV is 800M. Add back cash and that’s 1.2B - 41% over the current MCAP, = price per share of $23.30.

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Theravance Biopharma Inc

 TBPH is now trading at an MCAP of 850M, 400M of which is cash which implies an enterprise value of 450M. They have max possible remaining royalties of $100M on Trelegy and are making $100M/yr from Yupelri royalties in the US (licensing deal with Viatris). Yupelri was approved in China in late 2025 so I’m guessing you could double US sales and assume annual royalties on Yupelri of 200M. Both Trelegy and Yupelri are pure profit - no operating costs - so $200M licensing revenue for Yupelri should be close to $200M profit/year. Hence, the licensing revenue from Yupelri alone is much more than enterprise value of 450M. Someone will buy them. It’s just a matter of who and for how much. I ran a quick net present value on Yupelri profits (excluding remaining 100M for Trelegy) for the next 6 years at a discount rate of 15%, assuming revenue growth to $350M by year 6.  Implied NPV is 800M. Add back cash and that’s 1.2B - 41% over the current MCAP, = price per share of $23.30.

Becky Voorheis

@voorbie You are over looking the $430 million deferred tax asset. The company is worth at least $30 per share on buyout.

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 You are over looking the $430 million deferred tax asset. The company is worth at least $30 per share on buyout.