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Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Vikings proposed stock and convertible-note offering is driving discussion, with traders weighing dilution and its timing after strong VK2735 maintenance data against the added funding for clinical development and potential commercialization. Reactions are split between frustration over the financing and support for the longer runway it could provide.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A looming lockup expiration and SpaceX COO Gwynne Shotwells disclosed planned share sale are fueling concern about increased stock supply, alongside criticism that the valuation is stretched. Bulls argue the sale was preplanned and is small relative to the company, with dip-buying and anticipation of the next Starship flight providing counterpoints.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGLs sharp selloff has traders debating whether Metas Muse and other AI rivals threaten Googles search and discovery businesses, with some also pointing to higher yields and broader market pressure. Others call the drop an overreaction and are buying the dip, while many say there is no clear single catalyst.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonalds shares are under pressure after managements investor-day growth plan was overshadowed by warnings that sticky inflation and weak restaurant traffic may persist, alongside a cautious outlook for its U.S. business. Traders debate whether franchise and restaurant investments signal costly, slow growth or create a buying opportunity, with some calling the selloff excessive and others citing consumer strain and elevated menu prices.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unusual bullish call activity is fueling speculation about a possible Unity buyout, with traders floating potential suitors including AppLovin and AI companies; no deal is confirmed. Some also point to an upcoming Meta VR event as a possible catalyst, while others view the options flow as a speculative bet that may not lead to news.

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

FDA scrutiny of GLP-1 weight-loss drugs and concerns about Hims exposure to compounded treatments are a prominent focus, with some traders viewing the headlines as a risk while others call them temporary and point to Australia expansion and branded Wegovy as offsets. The discussion also reflects frustration with HIMS volatile, range-bound trading.

Arcturus Therapeutics Holdings, Inc. operates as a late-stage clinical mRNA medicines and vaccine company, which engages in the development of infectious disease vaccines and significant opportunities within liver and respiratory rare diseases. Its products include LUNAR-COV19, LUNAR-FLU, LUNAR-OTC, and LUNAR-CF. The company was founded in 2013 and is headquartered in San Diego, CA.

Arcturus Therapeutics Holdings Inc

Arcturus OTC deficiency Phase 2 update and plans to use its LUNAR 2.0 platform for ARCT-2601 are drawing attention, alongside its myNEO acquisition. Traders see the stronger-expression technology and trial findings as encouraging, while others are concerned about a delayed timeline and higher spending.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POETs updated investor presentation and ECOC conference activity have fueled attention, but traders are focused on whether the company will provide concrete production, shipment, or order updates after promising September announcements. Some view the technology and award buzz positively, while others are disappointed that the presentation did not include hard commercial progress.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

XCNs move above the half-cent level has fueled breakout and momentum chatter, with bullish traders pointing to Onyxs completed Chain technology acquisition and plans for payments and a neobank. Others warn the spike may be a low-volume pump-and-dump rather than a sustained move.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

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$IGV Software sector probably has been one of the trickiest sectors to trade this year.   
 
■ Software can rally or fall with or against the market and there is no clear pattern to that.   
 
■ The only reliable pattern has been, most of the time (~80%) software trades inversely to the chips, but other times (~20%), they can also move in the same direction.   LOL 
 
■ The other developing patterns are, those (security and  large enterprise systems) that can prove the benefit from AI adoption have rebounded BIG, but those (SaaS based user productivity apps) that show vulnerability to AI adoption have tanked big.  
 
$CRWD $PANW are gaining and $APP $TTD are losing today.

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Crowdstrike Holdings Inc

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Applovin Corp

Trade Desk Inc

 Software sector probably has been one of the trickiest sectors to trade this year.   
 
■ Software can rally or fall with or against the market and there is no clear pattern to that.   
 
■ The only reliable pattern has been, most of the time (~80%) software trades inversely to the chips, but other times (~20%), they can also move in the same direction.   LOL 
 
■ The other developing patterns are, those (security and  large enterprise systems) that can prove the benefit from AI adoption have rebounded BIG, but those (SaaS based user productivity apps) that show vulnerability to AI adoption have tanked big.  
 


@AlphaBull_10M  
 
nothing to do with IGV.  
 
CRWD and PANW are rallying on cybersecurity ( spill over effect of AI and SEMIs) 
APP has  little relevance to IGV. 0.41%  of the holding  
TTD has zero relevance to IGV

Joe Blough

  
 
nothing to do with IGV.  
 
CRWD and PANW are rallying on cybersecurity ( spill over effect of AI and SEMIs) 
APP has  little relevance to IGV. 0.41%  of the holding  
TTD has zero relevance to IGV