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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 is trending as the stock runs up ahead of its fiscal Q2 earnings report, with retail sentiment turning extremely bullish as traders position for a potential beat. A widely shared analyst note argues the company's historically conservative guidance means revenue, EBITDA and EPS could come in above estimates and consensus; analysts expect roughly $145.5 million in revenue, up more than 12% year over year. Much of the bull case centers on QNX: traders cite the roughly $950 million royalty backlog, claim NVIDIA signed QNX 8.0 for its automotive and physical AI stacks, and highlight a Sift partnership for streaming sensor telemetry from physical AI systems, while others debate whether a potential "Alloy Kore" commercial-vehicle win would first show up in backlog or near-term results. The conversation is split, though  bears repeatedly call to "short every pop," argue past beats only came from lowered guidance, and note option traders keep getting hurt, while some longs are taking profits into the print.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin's sharp rebound into the mid-$86,000s is dominating the conversation, with traders describing a breakout to new levels and citing a weekly higher high with a bullish engulfing candle. The move has reignited a bull-versus-bear debate: bulls argue a new bull market is underway  some pointing to the relatively shallow prior drawdown as evidence of a more mature market  while bears call the rally a trap and flag liquidity and chart concerns. Short sellers are a running theme, with many traders mocking leveraged shorts caught on the wrong side of the move, though a few are still positioning for a pullback. Some participants note the recovery has coincided with broad risk appetite across equities  citing Meta, Nvidia and semiconductor gains  suggesting the move reflects renewed demand for risk assets rather than a crypto-specific catalyst. Discussion also extends to Strategy ($MSTR), with holders questioning why the stock is lagging bitcoin's advance and debating the company's bitcoin-buying approach.

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

Speculation that Novo Nordisk could pursue a significantly larger acquisition  after the company said its balance sheet could support deals well beyond small bolt-ons amid competitive pressure from Lilly in the obesity market  has put Viking Therapeutics at the center of heavy trader discussion, with chatter ranging from a partnership to a multi-billion-dollar buyout, though no deal has been confirmed. Layered on top is the community's central preoccupation: the anticipated Phase 3 readout for VK2735, Viking's GLP-1/GIP dual agonist viewed as a potential challenger to Lilly's tirzepatide. Bulls argue the drug is largely de-risked, that the stock's weakness rather than a run-up into the data sets up a better reaction than past sell-the-news setups, and that heavy short interest could fuel a squeeze. Bears counter with tolerability concerns, share dilution, and criticism of CEO Brian Lian's communication, with some predicting a slide toward single digits. The timing of the data itself remains speculative, with traders split on whether an announcement is imminent.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Clinical pipeline milestones are driving attention, particularly completed enrollment in the IMPACT pancreatic cancer study and upcoming glioblastoma data and a potential FDA IDE for Alpha DaRT combined with Keytruda. Traders are broadly bullish on the early clinical results and stacked catalyst calendar, though some note the stock remains range-bound near resistance and that several developments are still anticipated rather than confirmed.

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's surge into the $1 trillion market cap club is the dominant topic, with traders noting the stock has joined Nvidia, Broadcom and Micron among trillion-dollar U.S. companies after a run they estimate has added roughly $300 billion in market value as part of a broader AI-chip rally lifting peers like Intel, Arm and Micron. Reaction is sharply divided: many are celebrating the milestone and warning that shorting the momentum is a mistake, describing squeeze-like conditions and FOMO around the round-number milestone, while skeptics call the move a casino-like market detached from fundamentals  citing the share price against modest EPS, some traders expecting valuation-driven downgrades, and complaints that the rally has come on limited fresh news beyond AI-chip optimism and the OpenAI partnership, including its low-strike warrants. A recurring debate is whether the stock near $600 is a short opportunity or a trap, and some traders attribute the relentless rise to hedge fund and market-maker manipulation.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

HBAR is trending around the Clarity Act after a Senate vote to open debate on the crypto market-structure bill fell short, leaving SEC/CFTC jurisdiction  and potential commodity treatment for tokens like HBAR  unresolved. Traders tied a quick spike-and-fade in the token to the vote, split between bulls who see regulatory clarity as the token's key catalyst and skeptics who dismissed the move as a news-driven pump followed by selling, with some blaming market makers and several posts faulting Senate Democrats and a handful of Republicans for the failed vote. A smaller thread cited Grayscale's withdrawal of its HBAR ETF filing as a reason for weakness. Meanwhile, longer-term holders pointed to fundamentals  MainNet accounts approaching 10 million, SpaceDev joining the Hedera Council, and ISO 20022 relevance  against bears flagging failed resistance near $0.08 and a rising 200-day MA around $0.068 as the next technical test.

Traders are focused on BlackBerry's QNX software and its expanding role in physical AI and robotics, with the community repeatedly pointing to NVIDIA's adoption of QNX 8.0 for automotive and physical AI operating systems. Bulls frame the NVIDIA relationship  alongside QNX design-win momentum such as the SDP 8.0 expansion in China, BMW partner programs, and debate over whether Tesla's robotaxis need QNX-style safety certification  as evidence that QNX is becoming an industry standard beyond automotive, with some arguing the addressable market expands dramatically if QNX is broadly certified across NVIDIA's robotics platforms. Skeptics in the thread counter that these wins have yet to show up in the financials, questioning why QNX hasn't generated billions in revenue, while the loyal retail base clashes with shorts and self-described "believers" cite slightly lower short interest and claim shorting the stock has become costly. Chatter also includes anticipation for the next earnings report  traders reference a revenue consensus near $142.5 million  and lingering debate over Fairfax Financial's reduced stake.

ProShares Trust - ProShares Bitcoin ETF

ProShares Bitcoin Strategy ETF

BITO's collapsed monthly distribution is dominating the conversation, with holders reacting to a payout of less than a penny per share  one figure cited is 0.006117  and asking why the dividend 'fell off a cliff.' Traders are split on whether the fund is still worth holding: some argue there is no reason to own it without meaningful distributions, while long-term holders defend the position, noting the fund's futures-based design  BITO distributes realized gains when its bitcoin futures contracts are rolled, so payouts shrink when bitcoin declines. Several traders tie the weak distribution to bitcoin's own slump, with chatter about $62,000 support, a possible bottom forming, and a broader market selloff dragging the ETF lower alongside equities. Questions about ex-dividend dates and next-month payout guesses continue to drive engagement.

Maase, Inc. operates as a integrated provider and operator of artificial intelligence (AI) centric full-scene digital systems. The firm focus on areas of flexible energy deployment and intelligent commercial network operation, and provide closed-loop solutions from computing infrastructure, smart hardware and full-scene services, aiming to achieve large-scale implementation of AI technologies across industries. The company was founded by Hai Feng Yu on August 6, 2018 and is headquartered in Qingdao, China.

Maase Inc. - Ordinary Shares - Class A

Highest Performances Holdings Inc. - ADR

MAAS is drawing heavy attention as a small-cap AI infrastructure story backed by a fast cadence of business announcements: an RMB7.68M AI token-based services agreement, an RMB10M-plus Zhongchuang Liankong enterprise AI contract targeted for delivery within seven to eight weeks, and an RMB1.65M deal in which five compute nodes were delivered, client acceptance was completed, and payment was collected in full. Traders also point to the Lingyan Miaoyu LLM generating B2B revenue, a consumer access portal launch, 800VDC power-delivery moves by subsidiary Huazhi Future, and even a national entrepreneurship competition prize as evidence the company is building across compute, models, and energy. The news flow has collided with momentum: heavy volume, price coiling above the 20/60/120-day moving averages after an approximately 100% rally, and talk of a consolidation-triangle breakout, with one trader floating a $32 short-term target. Reaction is split. Bulls argue the steady contract flow and clean execution evidence show real AI revenue rather than an AI label, while skeptics counter that individual contracts are modest, that research teams and PR do not equal revenue, and that they want price-and-volume confirmation before chasing the move.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding's steep post-earnings slide is dominating the conversation. Traders are reacting to a Q2 report showing revenue of CHF 850.3M versus roughly CHF 879.6M consensus, with EPS of CHF 0.35 narrowly beating the CHF 0.34 estimate, alongside a cut to the growth outlook that traders say management framed as protecting price integrity. The response was a record single-day drop for the name and a slide to 52-week lows, and the community is split: many call the selloff an overreaction for what they view as the sector's fastest-growing, best-margin company, while others argue the guidance cut confirmed weaker demand, fault management credibility, and note short sellers and put buyers have been consistently on the winning side. Debate continues over whether the decline is company-specific or part of broader sportswear weakness and industry-wide discounting hitting Nike, Lululemon, and Deckers. Two follow-on catalysts drew attention but little market enthusiasm: Kylian Mbapp's signing from Nike  debated as a game-changing entry into football versus an expensive bet  and an investor-day update setting 2029 financial targets plus a $1 billion buyback, which some traders see as deliberately conservative and spread over more than three years, limiting its near-term EPS impact.

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$BCTX Excited to be here, I&#39;m sure I left some things out: 
Awaiting Phase 3 results; primary endpoint is Overall Survival (OS) 
80+ active clinical sites and growing 
Positive Phase 3 quality-of-life (QOL) data presented 
7 positive DSMB reviews to date 
FDA Fast Track designation 
Strategic partnership with Fujifilm 
CEO William V. Williams spent 11 years as a VP at Incyte 
BriaCell partnered with Incyte for the use of retifanlimab with Bria-IMT 
Recognized by Nature Medicine as one of the “Eleven clinical trials that will shape medicine in 2026” 
AND don&#39;t forget BRIS-OTS 
8.70M shares outstanding, with Phase 3 data potentially coming at any time 
Current market capitalization of only $36.63M  
Under $5 bucks...

rafael santos

Tim H

Mark

Charles Nichols

mostlyzero

Douggie F

Thomas S Kenaya

StockTwits Web

BriaCell Therapeutics Corp

 Excited to be here, I'm sure I left some things out: 
Awaiting Phase 3 results; primary endpoint is Overall Survival (OS) 
80+ active clinical sites and growing 
Positive Phase 3 quality-of-life (QOL) data presented 
7 positive DSMB reviews to date 
FDA Fast Track designation 
Strategic partnership with Fujifilm 
CEO William V. Williams spent 11 years as a VP at Incyte 
BriaCell partnered with Incyte for the use of retifanlimab with Bria-IMT 
Recognized by Nature Medicine as one of the “Eleven clinical trials that will shape medicine in 2026” 
AND don't forget BRIS-OTS 
8.70M shares outstanding, with Phase 3 data potentially coming at any time 
Current market capitalization of only $36.63M  
Under $5 bucks...

@BHWinehouse Nice summary, I think three additional facts are worth mentioning:

1) Ph3 formulation showed a median OS of 16,6-17,3 months…Sample size pretty small so caution is warranted here, but still impressive numbers…And: uncertainty really goes both ways here = it‘s not a given that the observed treatment effect diminishes if the sample size gets bigger🤷

2) BriaIMT + CPI showed some outstanding numbers when it comes to long term survival = ~ 27% 24 months survival and multiple patients reaching 36 months and one patient even 47 months (could even be more by now)…these are numbers almost unheard of, especially in such a late line + treatment exhausted population

3) the safety profile is flawless so far, no severe toxicity + QOL widely remained…

The combination of the last two points alone would be a selling point  itself even if the actual Ph3 median OS numbers should kind of disappoint (12-13 months for example)…

thierry boulanger

StockTwits for iOS

 Nice summary, I think three additional facts are worth mentioning:

1) Ph3 formulation showed a median OS of 16,6-17,3 months…Sample size pretty small so caution is warranted here, but still impressive numbers…And: uncertainty really goes both ways here = it‘s not a given that the observed treatment effect diminishes if the sample size gets bigger🤷

2) BriaIMT + CPI showed some outstanding numbers when it comes to long term survival = ~ 27% 24 months survival and multiple patients reaching 36 months and one patient even 47 months (could even be more by now)…these are numbers almost unheard of, especially in such a late line + treatment exhausted population

3) the safety profile is flawless so far, no severe toxicity + QOL widely remained…

The combination of the last two points alone would be a selling point  itself even if the actual Ph3 median OS numbers should kind of disappoint (12-13 months for example)…