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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 drawing heavy attention after founder Patrick Soon-Shiong teased launching blockchain-based tokenized stock trading at Nant, prompting speculation that IBRX shares could eventually be tokenized. Bullish traders frame potential tokenization as a curb on naked shorting that could pressure the heavily shorted float, while skeptics dismiss it as a hype-driven distraction from Anktiva's regulatory pipeline; community chatter about Soon-Shiong meeting Turkey's president during the UN General Assembly is also fueling speculation of an Anktiva approval or expansion in Turkey, though no such announcement has been confirmed.

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

Shares of Viking Therapeutics are surging after the company reported positive topline results from its VK2735 obesity-drug maintenance study, showing patients retained up to 97% of prior weight loss on every-other-week dosing and about 90% on monthly dosing, while continued weekly dosing delivered roughly 22% placebo-adjusted weight loss with no plateau. Community reaction is divided between bulls touting best-in-class data and speculating on a buyout or partnership with big pharmachatter buoyed by Novo Nordisk signaling openness to larger dealsand skeptics flagging heavy short interest, potential dilution from a capital raise, and frustration that the rally undershot the strength of the data.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending after a Form 4 filing showed CEO Ryan Cohen bought more than 1.1 million additional shares on the open market, his second sizable personal purchase in recent weeks, pushing the stock sharply higher. Retail traders are largely bullish, fueling short-squeeze talk, hopes for continued insider buying and a possible Roaring Kitty return ahead of the October warrant expiration, while skeptics dismiss the move as a pump, question why the stock isn't rallying harder on the news, and repeat long-running claims of price suppression.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

INOD is drawing heavy attention after a sharp double-digit surge that broke above prior resistance, which many traders characterize as a technical breakout potentially amplified by short covering given elevated short interest. The community is divided on the driver: some tie the move to the growing AI-safety and model-evaluation narrative that positions Innodata's data services as a beneficiary, while others attribute it to broad market strength rather than company news, and some circulate unconfirmed takeover speculation.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is trending as it exits the S&P 500 for the S&P SmallCap 600, with traders debating how much forced index-fund selling remains, the unusually heavy rebalancing volume, and whether small-cap passive buying can stabilize the stock. Discussion is polarized: bears point to lower revenue guidance, adtech competition, and criticism of CEO Jeff Green's repriced performance options, while others see a heavily shorted, oversold name worth buying the dip.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco shares sold off sharply after Piper Sandler lowered its price target on the stock while maintaining a Neutral rating, a move traders repeatedly note was a target cut rather than a ratings downgrade. The community is split between dip-buyers calling the decline an overreaction and frustrated holders accusing analysts of stoking fear to let institutions accumulate shares cheaper.

Royal Caribbean Group is a cruise company, which engages in the ownership and operation of the following global cruise brands: Royal Caribbean International, Celebrity Cruises, and Silversea Cruises. The firm also holds interest in TUI Cruises GmbH, which operates the German brands TUI Cruises and Hapag-Lloyd Cruises. The company was founded by Arne Wilhelmsen in 1968 and is headquartered in Miami, FL.

Royal Caribbean Group

Royal Caribbean's acquisition of all-inclusive resort operator Sandals is dominating the conversation, with many traders criticizing the deal's timing and cost as the stock sells off  some even calling for management to be ousted  while others argue the price is fair and are buying the dip. Several traders also voiced confusion over the decline, noting it came even as oil prices fell, adding to frustration with the broader cruise-sector slump.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending after crossing the trillion-dollar market-cap milestone for the first time, a move traders tie to optimism that Meta's Muse AI agent and the broader shift toward agentic AI will drive heavy CPU and inference demand alongside the wider chip rally. The community is split between bulls celebrating the record run and predicting a continued short squeeze, and bears warning of stretched valuations, dilution from the OpenAI and Meta warrant deals, and insider selling.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius is drawing heavy attention after a cluster of open-market insider purchases, with CEO John Fieldly buying shares followed in short order by director Damon DeSantis and another director, a pattern many traders view as a conviction signal near lows. Reaction is split between bulls calling it a bottoming signal, skeptics dismissing the buys as small or optics while continuing to criticize Fieldly's leadership, and speculation among some traders that the buying could precede a Pepsi takeover.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry's first Alloy Kore design win is dominating the conversation, with Coreturathe software-defined vehicle platform venture founded by Daimler Truck and Volvo Groupselecting the jointly developed QNXVector operating system in what the company calls the largest design win in QNX history, a nine-figure addition to the QNX royalty backlog that lands ahead of the company's upcoming Q2 earnings report. The community is split: bulls tout the win as validation of QNX's automotive and physical-AI growth story and anticipate a strong earnings report, while skeptics point to a price reaction that faded from an early pop, question how quickly backlog converts into actual revenue, and attribute the weak action to alleged manipulation or short-selling pressure.

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Some pretty massive updates from $AMD at the KeyBanc Technology Leadership Forum today:

- AMD expects server revenue growth of 80%+ YoY in both Q3 and Q4

- Early 2027 outlook calls for at least 70% server growth

- Data Center, including AI, expected to grow MUCH MORE than 100% in 2027

- MI450 + Venice + Pensando shipments to Helios partners begin next month

- AMD expects a large Helios revenue ramp in Q4, followed by another major jump in Q1

- AMD expects to go from essentially a standing start to BILLIONS in revenue in the first full 
quarter of Helios shipments

- Demand is strong enough that supply is currently the near-term constraint

That last part might be the craziest.

AMD isn&#39;t trying to find demand for its next generation of AI products.

It&#39;s trying to secure enough supply to meet it.

$AMD continues to be my highest conviction holding.

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 at the KeyBanc Technology Leadership Forum today:

- AMD expects server revenue growth of 80%+ YoY in both Q3 and Q4

- Early 2027 outlook calls for at least 70% server growth

- Data Center, including AI, expected to grow MUCH MORE than 100% in 2027

- MI450 + Venice + Pensando shipments to Helios partners begin next month

- AMD expects a large Helios revenue ramp in Q4, followed by another major jump in Q1

- AMD expects to go from essentially a standing start to BILLIONS in revenue in the first full 
quarter of Helios shipments

- Demand is strong enough that supply is currently the near-term constraint

That last part might be the craziest.

AMD isn't trying to find demand for its next generation of AI products.

It's trying to secure enough supply to meet it.



 continues to be my highest conviction holding.