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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 is trending as community excitement builds over impending EU approval for its Anktiva therapy and Saudi Arabia's expanding commitment to "all cancers" with IBRX, with many anticipating a significant short squeeze. Investors see the company as deeply undervalued, driven by its innovative immunotherapy's potential for widespread adoption in immune restoration and cancer treatment.

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 is seeing significant discussion and extreme volatility after Novo Nordisk filed a patent infringement lawsuit over its compounded semaglutide products, which Hims has since ceased, with the community sharply divided between concerns over legal and regulatory risks and the belief that the stock is oversold with short-squeeze potential.

REGENXBIO, Inc. is a clinical-stage biotechnology company, which engages in the development, commercialization, and licensing of recombinant adeno-associated virus gene therapy. Its product candidates include the NAV Technology Platform, which consists of exclusive rights to novel adeno-associated viral vectors, and therapeutic programs such as RGX-314, RGX-202, RGX-121, RGX-111, RGX-181, and RGX-381. The company was founded by Kenneth T. Mills and James M. Wilson on July 16, 2008 and is headquartered in Rockville, MD.

Regenxbio Inc

Regenxbio is facing intense scrutiny and high volatility after a clinical hold was placed on its gene therapies, RGX-111 and RGX-121, due to a patient developing a brain tumor, leading to widespread community speculation about an impending Complete Response Letter for RGX-121's imminent PDUFA decision.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl is trending after a sharp stock drop driven by a deteriorated financial outlook, unexpected leadership changes, a delayed filing, and an SEC probe into its accounting practices, leading to a community split between those seeing an oversold buying opportunity and others fearing significant financial irregularities.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

ON Semiconductor is trending amidst divided community sentiment surrounding its recent or anticipated earnings, as investors debate whether growth in AI data center and silicon carbide can outweigh ongoing automotive sector weakness and margin pressures. The company's partnership with NVIDIA and a large share repurchase program are key discussion points fueling both bullish and bearish perspectives.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

monday.com is experiencing a sharp decline after issuing weaker-than-expected guidance and withdrawing long-term targets, intensifying market fears that AI could disrupt its traditional software business model. The community is sharply divided, with some viewing the brutal sell-off as an overreaction given the company's strong cash position and enterprise growth, while others believe AI tools pose a significant threat to the SaaS sector.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is trending due to strong preliminary financial results and significantly raised growth outlook, driven by robust demand for its AI data center connectivity solutions from major hyperscalers. The community is actively discussing its valuation and the ongoing relevance of its copper-based technology amidst recent market volatility.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

AMKR is gaining significant attention for its central role in advanced semiconductor packaging, which is vital for the booming AI sector and enhanced by strategic collaborations with industry leaders like Apple, Nvidia, and TSMC. The community views the company as a key beneficiary of the U.S. manufacturing reshoring trend, anticipating substantial long-term growth as it expands its domestic capabilities.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is experiencing strong bullish momentum driven by significant analyst upgrades and a new widebody aircraft order from Delta Air Lines. The community is eagerly anticipating robust upcoming earnings, with discussion focused on potential dividend increases, substantial share buybacks, and accelerating prospects in its small modular reactor (SMR) business for AI data centers and ongoing defense sector expansion.

Upwork, Inc. is an online marketplace which engages in the provision of businesses to find, hire, and pay freelancers for short-term and longer-term projects. Its marketplace offerings include Upwork Basic, Upwork Plus, Upwork Business, Upwork Enterprise, and Upwork Payroll. The company was founded by Odysseas Tsatalos and Efstratios Karamanlakis in December 2013 and is headquartered in Palo Alto, CA.

Upwork Inc

Upwork is trending following its strong earnings beat, raised guidance, and a new share repurchase program, which are driving renewed bullish sentiment and analyst upgrades. Community discussion centers on its perceived undervaluation and potential for a short squeeze, as the company emphasizes strategic AI innovations within the evolving gig economy.

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<ul class="summary-bullets"><li>Culper added that the company’s targeted peak annual uranium production of 29.7M lbs is “impossible to achieve.”</li><li>Culper also said that it believes NexGen's capital costs and construction timelines remain “materially understated.”</li><li>The firm estimates that company insiders and their affiliates have sold $275 million in stock in the past 3 years alone.</li></ul> Shares of NexGen Energy Ltd. (NXE) slumped as much as 10% on Friday after Culper Research announced a short position in the Canadian-based uranium exploration and development company.Culper <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://culperresearch.com/wp-content/uploads/2026/02/Culper_NXE_2-6-2026.pdf">alleged</a> that the net present value (NPV) of NexGen’s Rook I project is overstated by 43% to 62% and the company is “ultimately an insider enrichment scheme with substantial downside.”It also added that the company’s targeted peak annual uranium production of 29.7M lbs is “impossible to achieve.”<h2 class="st-heading-2">Other Allegations</h2>The Canadian company is focused on developing the Rook I Project in Saskatchewan’s Athabasca basin into the largest, low-cost producing uranium mine globally.According to Culper, Rook I’s claimed C$6.3 billion NPV is underpinned by ultra-high-grade pods discovered a decade ago, by a single contractor, analyzed at a single laboratory. There was no twin hole drilling or secondary lab analysis, it said.Despite uncovering supposedly the greatest uranium asset on the planet, NexGen’s original discovery team left the company, Culper said, while adding that this is “pretty unusual."Culper also said that it believes NexGen's capital costs and construction timelines remain “materially understated.”“The Company’s current 4-year construction timeline assumes near-flawless execution of a novel, complex underground mine plan at a remote, infrastructure-poor site in northern Saskatchewan,” it wrote.However, CEO Leigh Curyer has “serially overpromised,” Culper noted, claiming as early as 2016 that NexGen would be in production “post-2020.” The Company now promises to be producing by 2030.“We believe NexGen is, at its core, an insider enrichment vehicle masquerading as a uranium development company,” the firm said, while estimating that insiders and their affiliates have sold $275 million in stock in the past 3 years alone.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NXE">NXE stock</a> stayed within the ‘bearish’ territory over the past 24 hours, while message volume remained at ‘normal’ levels.NXE has gained over 60% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-healthcare-triangle-stock-plummet-today/cZbFkc4R4FW">Why Did Healthcare Triangle Stock Plummet 20% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Located in the uranium-rich Athabasca Basin, NexGen Energy's Rook 1 project proposes an underground mine and mill near the Arrow Deposit. | Source: Nexgen Energy

NXE Stock Tumbles After Culper Research Reveals Short Position

Culper alleged that the net present value of NexGen’s Rook I project is overstated by 43% to 62% and the company is “ultimately an insider enrichment scheme with substantial downside.”

Equity

Culper alleged that the net present value of NexGen’s Rook I project is overstated by 43% to 62% and the company is “ultimately an insider enrichment scheme with substantial downside.”


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