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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 currently the focus of intense market conversation as investors keenly await its impending earnings report, with community sentiment weighing high expectations for continued AI-driven growth against concerns of a 'priced to perfection' valuation and significant options volatility.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending following recent partnerships with VAST Data and EHC Investment for advanced AI data center solutions, and ahead of anticipated NVIDIA earnings that could further boost the AI infrastructure sector. The community is actively discussing the stock's undervaluation, anticipating a potential short squeeze, and largely dismissing bearish analyst calls amidst perceived market manipulation.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as Warner Bros. Discovery considers a higher bid from Paramount Skydance, putting pressure on Netflix to either counter or exit the contentious acquisition. Shareholders are actively debating if walking away to secure a substantial breakup fee is the better strategic move, freeing the company from potential debt and regulatory hurdles.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is seeing a significant surge following robust Q4 earnings, which highlighted strong growth in USDC adoption and transaction volumes. This positive report is triggering a notable short squeeze and widespread bullish sentiment, though some investors are cautioning about potential profit-taking and expressing concerns regarding its valuation.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending following a notable stock decline, igniting community debate around whether AI advancements, like Anthropic's recent acquisition, represent a competitive threat or validate its strategic position as an AI orchestration platform, with many investors anticipating a rebound driven by strong fundamentals and upcoming earnings.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is trending following FDA Breakthrough Therapy Designation for its Friedreich's ataxia treatment, nomlabofusp, which showed compelling efficacy in clinical trials and is now on a path towards accelerated approval. The community is debating the drug's strong outcomes against manageable safety concerns, while analysts are boosting price targets, signaling significant long-term potential for this rare disease therapy.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending due to robust earnings that surpassed expectations, paired with an upbeat FY26 outlook for same-store sales and new restaurant expansion, fueling strong bullish sentiment. The community is actively discussing its premium valuation and growth potential, with bulls comparing it favorably to competitors like Chipotle, while bears highlight persistent margin pressures and a high P/E ratio.

Eton Pharmaceuticals, Inc. engages in the development, acquisition, and commercialization of prescription drug products. Its products include Biorphen, Alaway Preservative Free, zonisamide oral suspension, topiramate oral suspension, lamotrigine for oral suspension, cysteine injection, and ephedrine ready-to-use injection. The company was founded in April 2017 and is headquartered in Deer Park, IL.

Eton Pharmaceuticals Inc

Eton Pharmaceuticals is trending following its FDA approval for DESMODA (desmopressin acetate) Oral Solution, a key rare disease treatment. While some investors celebrated a "huge move," others are debating if the news was "priced in," noting a mixed initial price reaction and high short interest amidst a stock halt.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending as the community eagerly discusses its new 10 kW DC-DC power platform, which promises 98.5% efficiency for next-gen AI data centers, with many anticipating major contracts from hyperscalers like NVIDIA. Investors are debating whether its innovative GaN and SiC technology will soon translate into significant revenue growth, given current low revenue figures and a high market valuation without definitive deals.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

ODDITY Tech is trending after a significant stock drop caused by an anticipated ~30% revenue decline in Q1 2026 due to an "online marketing glitch" and a lack of clear forward guidance. The community is sharply divided, with bulls seeing an oversold opportunity due to strong past performance and buybacks, while bears decry management's transparency and warn of deeper issues.

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