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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing heavy volatility as the stock initially jumped on a blowout earnings beat and record revenue growth before fading, leaving the community deeply divided over high capital expenditure requirements and profitability concerns. Investors are debating whether the company's aggressive long-term investment in foundry capacity and AI infrastructure is a necessary engine for future growth or a sign of unsustainable spending that invites dilution.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently the focal point of intense market volatility following a significant post-earnings selloff, with community sentiment deeply divided between those calling for a continued crash to lower support levels and opportunistic traders eyeing a potential rebound. Investors remain sharply focused on Tesla's heavy capital expenditure toward AI and robotics, with much of the discussion revolving around whether these long-term growth investments justify the current valuation or if the stock is facing a deeper correction amid broader sector concerns.

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 Inc. is trending as investors aggressively discuss its sustained downward price action, focusing on intense frustration with management's perceived silence and a lack of effective share buyback deployment. The community is deeply polarized, with some dismissing it as a value trap while others argue that its role in the open internet and AI-powered advertising creates a generational entry point near current lows.

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 Health Inc. is trending as investors react to an upcoming FDA Pharmacy Compounding Advisory Committee meeting concerning the regulatory status of various peptides, alongside leadership transitions and continued speculation regarding short interest dynamics. The community remains divided between those expecting a 'buy the rumor' breakout and others bracing for potential volatility if regulatory decisions dampen growth expectations for the company's compounding pipeline.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers Outdoor is currently facing downward pressure despite a recent earnings beat, as investors weigh solid guidance and buyback activity against broader sector concerns and skepticism from analysts regarding HOKA's growth trajectory. The community remains deeply divided, with some investors aggressively accumulating shares at lower prices, citing the company's strong fundamentals and brand dominance, while others are frustrated by the stock's inability to sustain upward momentum and its susceptibility to sharp pullbacks.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending as investors react to the company being shortlisted as a finalist for the Mrima Hill rare earth project in Kenya, sparking intense debate about the significance of its U.S. and Western strategic alignment. While some participants are wary of project execution and past price volatility, others are actively discussing the company's potential to become a key non-Chinese rare earth supplier.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

Raytheon Technologies is trending as investors capitalize on a robust defense supercycle driven by a record backlog and renewed demand for high-end missile systems like the Tomahawk and Patriot. The community is actively discussing the stock's growth potential fueled by rising global geopolitical tensions and the strategic necessity of replenishing depleted military stockpiles.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is seeing significant volatility following a double beat on earnings and raised guidance, with investors and analysts debating whether the stock's recent price compression is a long-term buying opportunity or a signal of broader software sector headwinds. Community discourse is sharply divided between bulls citing the company's strong AI contract growth and enterprise adoption, and bears pointing to margin pressures and the potential for macro-driven market sentiment to continue outweighing fundamental performance.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

American Airlines is seeing significant volatility as investors weigh the airline's negative book value and unhedged exposure to surging jet fuel costs against hopes for a peace deal in the Middle East. The community remains heavily divided, with traders closely monitoring the Strait of Hormuz conflict and institutional flow to decide whether to bet on a long-term recovery or a sharp correction toward single digits.

Teradyne, Inc. engages in the development and sale of automatic test systems. It operates through the following business segments: Semiconductor Test, Robotics, and All Other. The Semiconductor Test segment designs, manufactures, and markets semiconductor test products and services. The Robotics segment includes operations related to the design, manufacturing, and marketing of collaborative robotic arms, autonomous mobile robots, and advanced robotic control software. The company was founded by Alexander V. d'Arbeloff and Nicholas DeWolf in 1960 and is headquartered in North Reading, MA.

Teradyne, Inc.

Teradyne is trending as investors react to a beat-and-raise quarterly earnings report, with the community actively debating whether the stock's surge is a sustainable breakout or if the rally is vulnerable to post-earnings volatility. The conversation centers on the company's strong positioning within the AI infrastructure and semiconductor testing space, making it a key focus for those looking to capitalize on the ongoing robotics and automated testing growth cycle.

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$NUVB 
How about this?
Hung sells ibtrozi to big pharma and let them battle it out with GSK.
Concentrate on developing Safusidenib ,DDC, and buying another potential asset blockbuster.
1 billion for ibtrozi?
I&#39;m just throwing this out there.

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Nuvation Bio Inc - Ordinary Shares - Class A

 
How about this?
Hung sells ibtrozi to big pharma and let them battle it out with GSK.
Concentrate on developing Safusidenib ,DDC, and buying another potential asset blockbuster.
1 billion for ibtrozi?
I'm just throwing this out there.

@Belisimo Big Pharma doesn’t scare David. He’s well versed in how it works and he/we currently have the best in class ROS1 drug.  He partnered with Easai because he recognized the commercialization logistics and challenges (30+ countries vs US 1), while also recognizing that in the US, NUVB can execute and eventually dominate.

Bert Igermann

Antzelo1234

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 Big Pharma doesn’t scare David. He’s well versed in how it works and he/we currently have the best in class ROS1 drug.  He partnered with Easai because he recognized the commercialization logistics and challenges (30+ countries vs US 1), while also recognizing that in the US, NUVB can execute and eventually dominate.

NjBugatti

@njbugatti 
It has nothing to do with being scared.

 
It has nothing to do with being scared.

@Belisimo Why do you even own this stock? You don’t sell best in class drug for $1B. Think long term. There is always competition but Ibtrozi crushes the competition which is why the stock price recovered so quickly. If you had conviction you would have bought that dip yesterday.

 Why do you even own this stock? You don’t sell best in class drug for $1B. Think long term. There is always competition but Ibtrozi crushes the competition which is why the stock price recovered so quickly. If you had conviction you would have bought that dip yesterday.

@Belisimo why wouldn’t we battle it out?  It’s part of the game/challenge to execute better than your competitors, especially when scientific studies show we can and should be the 1L choice.  The buyout premium is also greater on a drug that has known sales (and battle scars).

 why wouldn’t we battle it out?  It’s part of the game/challenge to execute better than your competitors, especially when scientific studies show we can and should be the 1L choice.  The buyout premium is also greater on a drug that has known sales (and battle scars).

@ejz92 
I&#39;m doing very well. Thank you. 
I&#39;ve been around long long time. 
Ask yourself that question. 
Keep your eyes open and learn.

 
I'm doing very well. Thank you. 
I've been around long long time. 
Ask yourself that question. 
Keep your eyes open and learn.

@ejz92 
I&#39;ve done quite well with this.

@njbugatti you wanna battle it out with deep deep deeper pockets?
Good luck 
They have already managed to capture a sooner than expected approval. They will be filing for 1st line by the eoy.

 you wanna battle it out with deep deep deeper pockets?
Good luck 
They have already managed to capture a sooner than expected approval. They will be filing for 1st line by the eoy.

@Belisimo and NUVB will reinforce it is borderline killing patients/malpractice by giving them NUVL as 1L when a better more effective drug exists with Ibtrozi.  Period.

 and NUVB will reinforce it is borderline killing patients/malpractice by giving them NUVL as 1L when a better more effective drug exists with Ibtrozi.  Period.

@Belisimo that is a hilariously underestimated price for an asset like Ibtrozi.  Look at other buyouts for valuation. 

We have not yet heard the projected peak sales of Ibtrozi but it will be at least $1 billion and likely higher once the rest of the global approvals are affirmed. Valuation of assets vary but a 4x multiplier would be at the low side. So you’re looking at at least $4 billion for Ibtrozi alone and I would be very disappointed if they sold it for that.

Jideytro is an inferior drug in many aspects compared to Ibtrozi. Even if GSK is more established as a company the two drugs speak for themselves. To paraphrase Hung, patients are looking for more drugs, they are looking for better ones. Ibtrozi is a better one, best in class.

Long Only

Anonymous

 that is a hilariously underestimated price for an asset like Ibtrozi.  Look at other buyouts for valuation. 

We have not yet heard the projected peak sales of Ibtrozi but it will be at least $1 billion and likely higher once the rest of the global approvals are affirmed. Valuation of assets vary but a 4x multiplier would be at the low side. So you’re looking at at least $4 billion for Ibtrozi alone and I would be very disappointed if they sold it for that.

Jideytro is an inferior drug in many aspects compared to Ibtrozi. Even if GSK is more established as a company the two drugs speak for themselves. To paraphrase Hung, patients are looking for more drugs, they are looking for better ones. Ibtrozi is a better one, best in class.

Consul Horkos

@ConsulHorkos 
It was a question first of all.
Also note that estimated sales are always overestimated as new treatments are introduced and drug pricing is reduced to fend off losing market share. 
I threw out a possibility and I get explanations and all sorts of defensive arguments.

 
It was a question first of all.
Also note that estimated sales are always overestimated as new treatments are introduced and drug pricing is reduced to fend off losing market share. 
I threw out a possibility and I get explanations and all sorts of defensive arguments.

Are you guys married to this stock or what? Some of you are acting like you actually have a say in what the company does. We’re here to make money, and trust me, there’s still plenty of money to be made. Whether the company gets sold or not, us shareholders will still come out ahead.

Steve-00

@Belisimo @ConsulHorkos “hilarious underestimated.”  We are all on the same team - when you said $1B then my responses rightly got defending why I respectfully disagreed.

 “hilarious underestimated.”  We are all on the same team - when you said $1B then my responses rightly got defending why I respectfully disagreed.