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Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. The firm delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. It operates through the Cloud Applications segment. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending as investors debate the impact of preliminary acquisition talks involving Silver Lake, with the community closely tracking whether a deal materializes and at what valuation. While some market participants view the potential buyout as a positive signal for the broader software sector, others remain skeptical about the deal's viability and its long-term implications for the company's valuation.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is experiencing significant volatility following a mixed quarterly report that featured record revenue growth and raised full-year guidance, but also included wider-than-expected earnings losses. The community is sharply divided, with bulls pointing to the company's strong order backlog and defense-sector pipeline, while skeptics and short sellers remain focused on concerns regarding share dilution and the company's path to consistent profitability.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending as investors react to a perceived breakout from months of consolidation, with the community actively debating the impact of institutional accumulation and the company's strategic pivot toward agentic AI. Much of the discourse is focused on the potential for a significant short squeeze as the stock maintains momentum ahead of its upcoming earnings report.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is experiencing intense volatility and community debate as investors weigh strong backlog growth and revenue gains against significant cash burn and concerns over earnings-related dilution. While long-term bulls remain optimistic about the company's lunar infrastructure mission, the stock is currently a battleground between traders anticipating a short-term squeeze and bears citing operational risks and previous earnings-related price drops.

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 is facing significant volatility as investors weigh a strong earnings beat and robust AI-driven outlook against concerns over margin contraction and elevated market expectations. The community remains deeply divided, with many bullish traders viewing the current pullback as an institutional shakeout or buying opportunity, while others are cautioning against potential further downside due to the stock's recent rapid appreciation.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing high volatility as investors weigh strong earnings growth and AI-driven expansion against concerns over insider share lockups and profitability. The community is actively debating the potential for a short squeeze, with many traders holding long positions while closely monitoring upcoming earnings and the final expiration of restricted stock.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce stock is trending as investors weigh mixed signals from enterprise software earnings, with recent volatility driven by broader sector concerns over shifting customer spending toward hardware infrastructure. Despite this, the community remains divided between those capitalizing on the stock's discounted valuation and those debating whether AI integration will ultimately provide a sustainable growth moat or face long-term disruption.

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 experiencing significant volatility and heavy volume as traders debate whether current price levels present a deep-value opportunity or a structural decline. While bullish sentiment is driven by speculation regarding potential M&A activity, institutional buybacks, and an unconfirmed partnership with OpenAI, bears remain active, citing concerns over management execution, slowing revenue growth, and persistent downgrades.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is experiencing significant momentum and a sharp price increase, largely driven by a broader rotation of investor capital out of overheated semiconductor and memory stocks into beaten-down enterprise software names. The community is actively debating whether this movement marks a sustainable reversal for SaaS as a long-term AI-play or if it is merely a volatile, algorithm-driven swing influenced by the liquidation of large institutional short positions.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Biocryst Pharmaceuticals is facing a sharp pullback amid heavy short interest and concerns over institutional manipulation, despite community chatter regarding potential buyout rumors and strong long-term pipeline prospects. While investors express frustration with the lack of share buybacks and volatility surrounding recent leadership changes, the community remains actively divided between those exiting their positions and others viewing the decline as a temporary shakeout before earnings.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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@cubie @judgeyoung2 @jenbunn @ZY786 @EBE_day @ribbey @TraderRapp @Tradermikes40 @tonyctl @zuby34  
 
 still holding my position no sell yet🫡🙏:   
  
$LITE 1500c 08/21 15 contract @ 55.00  
   
$QQQ 650p 08/21 25 contract @ 13.00  
   
$MRVL 400c 08/21 35 contract @ 28.90  
   
$AVGO 500c 08/21 100 contract @ 4.65  
   
$WDC 800c 09/18 55 contract @ 87.50  
   
$MU 2000c 11/20 20 contract @ 93.00  
   
$GLW 250c 09/18 25 contract @ 19.00  
  
$NVDA 210c 08/21 200 contract @ 5.00

Tony

Zuby

StockTwits Web

Lumentum Holdings Inc

Marvell Technology Inc

Broadcom Inc

Western Digital Corp.

Micron Technology Inc

Corning, Inc.

  
 
 still holding my position no sell yet🫡🙏:   
  


Jeremy Martin

@Jeremymartin007 @judgeyoung2 @cubie @jenbunn @ZY786 @EBE_day @ribbey @TraderRapp @Tradermikes40 @tonyctl nvda 213 Jeremy?

StockTwits For Android 

@zuby34 @judgeyoung2 @cubie @jenbunn @ZY786 @EBE_day @ribbey @TraderRapp @Tradermikes40 @tonyctl i am watching brother

@Jeremymartin007 @judgeyoung2 @cubie @jenbunn @ZY786 @EBE_day @ribbey @TraderRapp @Tradermikes40 @tonyctl sell $NVDA in profit and buy back the dip

@zuby34 @judgeyoung2 @cubie @jenbunn @ZY786 @EBE_day @ribbey @TraderRapp @Tradermikes40 @tonyctl someone bought  million $ expiration 07/27 he did not buy to make 10% so we will see where this goes🤷‍♂️🤔

 someone bought  million $ expiration 07/27 he did not buy to make 10% so we will see where this goes🤷‍♂️🤔

@Jeremymartin007 @zuby34 @judgeyoung2 @cubie @jenbunn @ZY786 @ribbey @TraderRapp @Tradermikes40 @tonyctl by 7/27 we will see so many pops and dips.. conviction is one thing taking profits when it counts is just as important  with option. if you had shares you have more leeway

Meat Of The Bone

 by 7/27 we will see so many pops and dips.. conviction is one thing taking profits when it counts is just as important  with option. if you had shares you have more leeway

EBE_day

@EBE_day @Jeremymartin007 @judgeyoung2 @jenbunn @ZY786 @ribbey @TraderRapp @Tradermikes40 @tonyctl @zuby34 

cubie got conviction on how stupid $RDDT drop is

Reddit Inc

Chau N.

@Jeremymartin007 @judgeyoung2 @jenbunn @ZY786 @EBE_day @ribbey @TraderRapp @Tradermikes40 @tonyctl @zuby34 

$RDDT $GOOGL bounced 4 fkng times from 166s-$167 level now
and ya have nothing to add? crickets

Alphabet Inc Class A

 bounced 4 fkng times from 166s-$167 level now
and ya have nothing to add? crickets

@cubie @Jeremymartin007 @judgeyoung2 @jenbunn @ZY786 @EBE_day @ribbey @TraderRapp @tonyctl @zuby34 I’m now in $RDDT at $2.50.  Watched all morning and saw bunch off $166/167 range.  Set limit buys never hit had to increase.  Had chance to be in lower but missed.

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 at $2.50.  Watched all morning and saw bunch off $166/167 range.  Set limit buys never hit had to increase.  Had chance to be in lower but missed.

Mike C

@Tradermikes40 @Jeremymartin007 @judgeyoung2 @cubie @jenbunn @ZY786 @EBE_day @ribbey @TraderRapp @tonyctl long?

@zuby34 @Tradermikes40 @Jeremymartin007 @judgeyoung2 @cubie @jenbunn @ZY786 @ribbey @TraderRapp @tonyctl software really setting up for $NOW er $WDAY $TWLO $TEAM $INTA  
even if it pops it will be flat one the week?

ServiceNow Inc

Twilio Inc

Atlassian Corporation Plc

Intapp Inc

  
even if it pops it will be flat one the week?

@EBE_day @Jeremymartin007 @judgeyoung2 @cubie @jenbunn @ZY786 @ribbey @Tradermikes40 @TraderRapp @tonyctl they&#39;re just inverse to AI and chip that&#39;s all

 they're just inverse to AI and chip that's all

@EBE_day @Jeremymartin007 @judgeyoung2 @cubie @jenbunn @ZY786 @ribbey @Tradermikes40 @TraderRapp @tonyctl lunch is over let&#39;s sell some AI and chip stocks 😆

 lunch is over let's sell some AI and chip stocks 😆