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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 seeing significant momentum as investors digest a fresh bullish analyst initiation from Stifel with a double-digit price target ahead of the company's fiscal results. The community is actively debating the transition toward physical AI and QNX as a core growth driver, with high expectations for management to provide clarity on guidance and potential partnerships.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is surging as a blowout earnings report and massive revenue guidance confirm intense, long-term AI memory demand, effectively silencing cyclical-business skeptics. The community is heavily focused on the stock's potential for further valuation re-rating and the prospect of an explosive short squeeze as analysts rush to significantly raise price targets.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's has become a central focus for retail traders who are targeting a potential gamma squeeze fueled by high short interest and social media momentum. The community is actively debating the stock's fundamental value and dividend strength, with many investors holding shares while pushing for higher price targets to pressure short sellers.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is facing downward pressure as investors grow increasingly skeptical of the heavy capital expenditures required for its AI infrastructure, even as AWS continues to show strong growth. The community remains deeply divided, with many traders viewing the current pullback as a tactical opportunity to accumulate shares ahead of Prime Day, while others fear that persistent spending on data centers may weigh on margins in the near term.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is facing intense bearish sentiment and significant downward price pressure as investors debate whether this is a temporary correction or a deeper structural repricing of the stock's premium valuation. While some community members are capitalizing on the volatility through put options and short positions, others view the current decline as a long-term accumulation opportunity, dismissing the recent sell-off as a typical market shakeout before an eventual rebound.

BlackBerry is seeing significant investor attention following a combination of a strong quarterly earnings report, which included positive operating cash flow and revenue growth, and multiple analyst upgrades highlighting its foundational role in Physical AI. Shareholders are actively debating the company's long-term potential as a critical infrastructure player in the autonomous and robotics sectors, with many pointing to the expanding reach of its QNX platform as a core driver for future value.

Roundhill ETF Trust - Roundhill Memory ETF

Investors are actively debating whether memory stocks have shifted from cyclical plays to structural AI infrastructure winners, with heavy social media sentiment surrounding the potential impact of upcoming earnings reports and the upcoming US ADR listing for SK Hynix. The community remains sharply divided, with some betting on a continued 'supercycle' driven by AI memory demand, while others caution against what they perceive as signs of an overextended speculative bubble.

Groupon, Inc. engages in the global scaled two-sided marketplace that connects consumers to merchants. It operates through the North America and International geographical segments. The company was founded by Andrew D. Mason, Eric Paul Lefkofsky, and Bradley A. Keywell in October 2008 and is headquartered in Chicago, IL.

Groupon Inc

Groupon is experiencing a surge in community discussion centered on a potential short squeeze, driven by a high percentage of float sold short and active share buyback programs that are tightening market supply. Investors are closely tracking these structural mechanics alongside improving fundamental performance as they look for catalysts to drive the stock higher.

Nuvation Bio, Inc. is a biopharmaceutical company tackling some of the unmet needs in oncology by developing differentiated and novel therapeutic candidates. Its proprietary portfolio includes six novel and mechanistically distinct oncology therapeutic product candidates, each targeting some of the most difficult-to-treat types of cancer. The company was founded by David Hung on March 20, 2018 and is headquartered in New York, NY.

Nuvation Bio Inc - Ordinary Shares - Class A

Nuvation Bio is trending as investors digest the recent $10.6 billion acquisition of competitor Nuvalent by GSK, which has triggered debates about the relative valuation and market position of Nuvation's lead asset, Ibtrozi. Community sentiment remains split between excitement over high-quality management's potential for future M&A and frustration with recent share price volatility, leading to active discussions about potential short squeezes and the long-term prospects of the pipeline.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

Affirm Holdings is seeing heavy volatility and significant debate as investors react to a mix of analyst upgrades and broader fintech sector rotation. The community is actively discussing the company's valuation, institutional partnerships, and its potential for long-term growth as traders weigh the risks of BNPL competition against recent positive earnings momentum.

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$VKTX $LLY 
This conversation features David Ricks, the CEO of Eli Lilly, discussing the company&#39;s historic rise, the impact of GLP-1 therapies, and the future of healthcare innovation. 

• Worthwhile interview - discussion of the current status of the GLP-1 market, pricing, and expansion of indications into the future.  Also, the importantance of the July 1 date when Medicare pricing commences.

https://youtu.be/llLg-ptTmRE?si=lrW_cJPpqZDrmm12

Dogan

Ronald Baker

David Ricks, Chair and CEO of Eli Lilly, joins Scott to discuss the rise of GLP-1 drugs, the future of obesity treatment, and why America's healthcare system is facing a crisis of trust. They explore healthcare costs, addiction, unregulated peptides, pharmaceutical innovation, and the role AI could play in the next generation of drug discovery.

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Eli Lilly CEO: How GLP-1s Will Reshape America

$VKTX Wish Lilly would just scratch a check and scoop up Viking already. Better yet do it with LLY shares so we could control the gains. I&#39;d much rather see the company and its assets in this CEO&#39;s hands

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Viking Therapeutics Inc

Lilly(Eli) & Co

 
This conversation features David Ricks, the CEO of Eli Lilly, discussing the company's historic rise, the impact of GLP-1 therapies, and the future of healthcare innovation. 

• Worthwhile interview - discussion of the current status of the GLP-1 market, pricing, and expansion of indications into the future.  Also, the importantance of the July 1 date when Medicare pricing commences.

