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Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, Tradipitant, Trichostatin, and AQW051. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending as the community eagerly awaits the February 21st Bysanti PDUFA decision and anticipates the "mega blockbuster" potential of Tradipitant for GLP-1 induced nausea, leading to widespread speculation of a significant valuation re-rating or a major buyout.

Infosys Ltd. is a digital services and consulting company, which engages in the provision of end-to-end business solutions. It operates through the following segments: Financial Services, Retail, Communication; Energy, Utilities, Resources, and Services; Manufacturing, Hi-Tech, Life Sciences, and All Other. The company was founded by Dinesh Krishnan Swamy, Senapathy Gopalakrishnan, Narayana Ramarao Nagavara Murthy, Raghavan N. S., Ashok Arora, Nandan M. Nilekani, and S. D. Shibulal on July 2, 1981 and is headquartered in Bangalore, India.

Infosys Ltd - ADR

Infosys Technologies Limited

Intense community discussions surrounding the disruptive potential of new AI automation tools, exemplified by Anthropic's innovations, are driving Infosys' trend, with many fearing a significant erosion of the traditional Indian IT service model. This prevailing concern overshadows the company's latest positive earnings report, fueling widespread investor frustration over persistent underperformance and a generally bearish outlook.

Bittensor is an open-source protocol that powers a decentralized, blockchain-based machine learning network. Machine learning models train collaboratively and are rewarded in TAO according to the informational value they offer the collective. TAO also grants external access, allowing users to extract information from the network while tuning its activities to their needs.  Ultimately, BitTensors vision is to create a pure market for artificial intelligence, an incentivized arena in which consumers and producers of this valuable commodity can interact in a trustless, open and transparent context.  Bittensor enables:  -A novel, optimized strategy for the development and distribution of artificial intelligence technology by leveraging the possibilities of a distributed ledger. Specifically, its facilitation of open access/ownership, decentralized governance, and the ability to harness globally-distributed resources of computing power and innovation within an incentivized framework.  -An open-source repository of machine intelligence, accessible to anyone, anywhere, thus creating the conditions for open and permission-less innovation on a global internet scale.  -Distribution of rewards and network ownership to users in direct proportion to the value they have added.

Bittensor

Bittensor (TAO) is trending due to its imminent token halving and recent Binance Japan listing, amplified by Grayscale's ETF filing, fueling community discussion around its scarce tokenomics and potential as the "Bitcoin of AI" for decentralized intelligence. Investors are actively exploring staking opportunities within its innovative subnet ecosystem as a key talking point.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accenture is trending following its recent Q3 results, which, despite an EPS beat, revealed softer bookings and a cautious outlook, intensifying community debate on whether AI poses a disruptive threat to consulting services or positions Accenture as an indispensable integration partner. Sentiment is split between those buying the dip on perceived AI growth catalysts and others anticipating further downside amid a challenging discretionary spending environment.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is trending following a strong earnings beat and raised full-year outlook, driven by robust demand for its AI networking and cloud solutions. Despite initial market fluctuations, the community largely views any dips as buying opportunities, citing the company's crucial role in AI infrastructure and numerous analyst price target increases.

Polygon

Polygon (POL) is trending as it cements its position as a foundational layer for regulated payments and Real-World Assets (RWAs) through significant acquisitions and surging stablecoin transaction volumes. The community remains actively engaged with its ongoing network upgrades, like the AggLayer, and proposed token burns, weighing these strong fundamentals against current market price action.

Vanguard Group, Inc. - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

VOO is actively discussed for its significant inflows, highlighting its role as a core S&P 500 investment, while the community debates the broader market's direction amid recent inflation data and concerns over stretched valuations in tech.

Amentum Holdings, Inc. engages in mission-critical, technology-driven services in government and commercial markets. It operates through the Digital Solutions and Global Engineering Solutions segments. The Digital Solutions segment provides advanced digital and data-driven solutions including intelligence analytics, space system development, cybersecurity, and next generation IT. The Global Engineering Solutions segment manages large-scale environmental remediation, nuclear power solutions, platform engineering, sustainment and supply chain management. The company was founded on November 26, 2019 and is headquartered in Chantilly, VA.

Amentum Holdings Inc.

Amentum Holdings is trending as the community views its recent earnings revenue miss as an overreaction, highlighted by reaffirmed guidance and a rapidly expanding multi-billion dollar backlog from key defense, nuclear, and space contracts. Amidst robust new contract wins and an expanding role in critical sectors, the community remains highly bullish, anticipating substantial long-term growth for this "under the radar" defense and energy giant.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martin is experiencing heightened activity following presidential remarks that initially threatened defense contractor dividends but were swiftly overshadowed by a proposed significant increase in the U.S. defense budget for 2027. This, alongside escalating global geopolitical tensions and robust company performance in F-35 deliveries and missile production, is fueling intense community discussion about the sector's outlook.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

The Compound (COMP) community is actively discussing its maxed-out token supply and current low valuations, with many anticipating a significant rebound driven by upcoming V4 developments and potential fintech partnerships. This bullish outlook is met with skepticism regarding the token's ability to sustain gains, given its historical underperformance and ongoing governance concerns.

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U.S.-listed shares of Ascendis Pharma climbed more than 7% in Thursday’s premarket session, setting the stage for their best open since early January.Late on Wednesday, the company reported better-than-expected fourth-quarter results and announced a share repurchase program.The Danish biopharma company posted Q4 revenue of €173.92 million ($180.6 million), up from €137.7 million a year ago, while its loss per share narrowed to €0.64 from €1.53.&nbsp;CEO Jan Mikkelsen said the company is “positioned to continue strong revenue growth in 2025 and beyond,” citing Yorvipath’s early U.S. momentum and SkyTROFA’s leadership in the domestic growth hormone market.&nbsp;Ascendis also confirmed plans to submit regulatory filings for TransCon CNP as a treatment for children with achondroplasia.The board also authorized up to $18.25 million for repurchases of its American depository receipt shares.&nbsp;On Stocktwits, message volume for Ascendis spiked, with several posts indicating optimism over the guidance and Yorvipath’s growth.<stembedurl>https://stocktwits.com/Pika_Capital/message/604018998</stembedurl><stembedurl>https://stocktwits.com/CrispDry/message/603879227</stembedurl>BofA Securities on Thursday lowered its price target on Ascendis shares to $192 from $203 while maintaining a ‘Buy’ rating.&nbsp;The firm adjusted its 2025 Yorvipath sales forecast downward, expecting a more backloaded ramp, but reiterated Ascendis as a “top pick for 2025” with projected peak sales of €2.9 billion.Yorvipath recently became the only approved U.S. treatment for hypoparathyroidism after Takeda discontinued Natpara production due to supply issues.Despite the day’s gains, Ascendis shares remain down over 10% in the past year and trade about 54% below the average analyst target of $193.49, according to Koyfin data.&nbsp;&nbsp;The company’s stock has a short interest of 5.4%.(1 Euro=$1.04)For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ascendis Pharma Eyes Best Open In A Month After Q4 Print, But BofA Cuts Price Target: Retail Gets Buzzing

The brokerage adjusted its 2025 Yorvipath sales forecast downward, expecting a more backloaded ramp.

Equity

The brokerage adjusted its 2025 Yorvipath sales forecast downward, expecting a more backloaded ramp.


Shares of Keros Therapeutics (KROS) plunged nearly 20% in premarket trading on Wednesday, poised to hit an all-time low after the company voluntarily halted dosing in the mid-stage trial of its intercept drug for pulmonary arterial hypertension (PAH).&nbsp;The trial was terminated early following safety concerns, as Keros cited new cases of pericardial effusion (fluid buildup around the heart) as the reason for halting dosing.The company said that patients enrolled in the trial will continue to be monitored through end-of-study visits.CEO Jasbir Seehra stated, "While we are disappointed, patient safety is always our top priority.”“We continue to work with the investigators, the U.S. Food and Drug Administration (“FDA”) and other relevant regulatory authorities, and we look forward to analyzing and presenting TROPOS topline clinical data in the future,” he added.The latest development marks the second major setback for the trial; in December, Keros halted dosing at higher levels (3.0 mg/kg and 4.5 mg/kg) due to similar safety issues, resulting in a 73% single-day drop in the stock.Investor sentiment on Stocktwits initially turned 'bearish' from 'bullish' a day ago, with message volume spiking enough to push Keros into the platform's top trending list.&nbsp;While some users argued the stock was oversold, the majority expressed concerns over a lack of support as the price dipped below $10.<stembedurl>https://stocktwits.com/paid2win/message/600100720</stembedurl><stembedurl>https://stocktwits.com/_DaddyDanii_/message/600096956</stembedurl><stembedurl>https://stocktwits.com/muntasser/message/600096543</stembedurl>Keros reported $530.7 million in cash and equivalents as of the end of&nbsp;the third quarter (Q3) of 2024, with debt totaling $19.3 million. This gives it a relatively solid cash runway despite recent challenges.The company's stock declined nearly 60% in 2024 and lost an additional 21% in 2025.The road ahead appears challenging as retail optimism wanes and Wall Street looks for clarity on Keros' plans for cibotercept and other pipeline assets.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Stock market down on a black background. | Image source: Yuichiro Chino via Getty Images

Keros Therapeutics Stock Heads For Record Low After Dosing Halt In Pulmonary Disease Trial, Retail Buzz Spikes

The company’s stock declined nearly 60% in 2024 and has lost an additional 21% in 2025, with this latest setback further dampening investor confidence.

Tema ETF Trust - Tema Heart & Health ETF

3%+ above current levels

Up 0–3%

Flat to down 3%

Down 3%+

The Nasdaq 100 continues to hinge on mega-cap tech and AI strength. With rate expectations shifting and valuations stretched, even a 3% move could signal a bigger trend. Is momentum building, or fading?

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