Group 1 - Stocks with negative EPS have significantly outperformed those with positive earnings recently, with unprofitable firms leading gains in broader indexes like the Russell 2000, where approximately 40% of companies reported zero or negative earnings [1][2] - The market is experiencing a unique condition where speculative fervor and optimism towards innovation and growth potential are prioritized over short-term profitability, reminiscent of late-cycle rallies during the dotcom bubble [2][4] - Retail investors are increasingly attracted to companies with negative EPS, particularly those recognized for their disruptive technologies, indicating a broad market enthusiasm for speculative growth over immediate profits [3][4] Group 2 - Plug Power, Inc. has reported negative earnings while investing heavily in infrastructure, with its shares gaining 300% over the past six months [4] - Oklo, Inc., a nuclear startup facing early operational losses, has seen its shares rise 600% since April, driven by the demand for power from the AI revolution [4] - Beyond Meat, Inc., known for its plant-based foods, has experienced a stock increase of over 170% in the last two days despite ongoing losses [4] - Rigetti Computing, Inc., a quantum computing company with no profits, has gained 425% in the past six months [4]