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Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending as investors digest long-term Week 40 Phase 3 data, which demonstrates deepening clinical efficacy and reinforces the company's best-in-class potential for treating Hidradenitis Suppurativa. The community is actively discussing the drug's regulatory pathway toward a BLA submission and the potential for a strategic buyout, while simultaneously debating market maker activity and recent analyst upgrades that have significantly raised price targets.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending following a series of significant Department of Defense and defense-contractor awards, which have sparked intense community debate over the company's long-term production scalability and balance sheet health. While bulls point to these mission-critical manufacturing contracts as validation of the company's technology, short-sellers and skeptical investors remain focused on ongoing cash burn concerns and the potential for future equity dilution.

Tonix Pharmaceuticals Holding Corp. is a clinical-stage biopharmaceutical company, which focuses on the discovery, acquisition, and development of small molecules and biologics to treat and prevent human disease and alleviate suffering. Its portfolio includes TNX-102 SL, TNX-601, TNX-801, and TNX-1800. The company was founded by Seth Lederman and Donald W. Landry on November 16, 2007 and is headquartered in Berkeley Heights, NJ.

Tonix Pharmaceuticals Holding Corp

Tonix Pharmaceuticals is facing intense community debate as investors weigh concerns over potential dilution and future stock splits against optimism surrounding the commercial traction and insurance coverage expansion of their lead product, Tonmya. While some shareholders are selling amid downward price pressure and a history of capital raises, others are aggressively buying the dip, citing strong long-term pipeline fundamentals and recent insider share purchases as evidence of an impending turnaround.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing significant volatility as investors weigh the company's shift toward high-performance AI data center infrastructure against macro-driven sell-offs and geopolitical instability in the Middle East. While community sentiment remains polarized, many participants are focused on the company's execution timeline for new site energization and the potential for major hyperscaler contract announcements to serve as a catalyst for recovery.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as it expands its American Manufacturing Program with a significant investment aimed at strengthening U.S. supply chains while simultaneously evolving its AI strategy to open Siri to third-party rivals. Investors are closely monitoring the stock for its relative strength compared to other major tech peers, as market participants debate the company's long-term growth potential and ability to monetize new product cycles.

Sigma Lithium Corp. engages in the producing of a lithium property. It focuses its project in Minas Gerais. The firm also plans to build a world-class commercial-scale lithium concentration plant. The company was founded on June 8, 2011 and is headquartered in Sao Paulo, Brazil.

Sigma Lithium Corporation

Sigma Lithium is generating significant market interest following a series of operational and financial milestones, including strong cash margins and the securing of long-term offtake agreements. Investors are actively debating the company's growth thesis and debt reduction progress, while recent momentum has been bolstered by increased lithium demand visibility and broader sector excitement regarding energy storage and electrification.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Fannie Mae ($FNMA) is seeing intense trading activity as investors react to ongoing speculation about an exit from conservatorship, with prominent figures like Bill Ackman and Michael Burry reportedly maintaining long positions. Community sentiment remains deeply divided, with bulls pointing to potential future catalysts and institutional buying, while bears emphasize the lack of concrete news and the stock's recent volatility.

Alaska Air Group, Inc. is a holding company, which engages in the provision of air transportation services. It operates through the following segments: Alaska Airlines, Hawaiian Airlines, and Regional. The Alaska Airlines segment includes scheduled air transportation on Alaska's Boeing and Airbus jet aircraft for passengers and cargo. The Hawaiian Airlines segment refers to scheduled air transportation on Hawaiian's Boeing and Airbus aircraft for passengers and cargo. The Regional segment consists of Horizon's and other third-party carriers’ scheduled air transportation on E175 aircraft for passengers under CPAs. The company was founded in 1985 and is headquartered in Seattle, WA.

Alaska Air Group Inc.

Alaska Air Group is currently at the center of investor focus following a Q1 guidance revision that widened projected losses, driven by fuel cost headwinds and operational challenges in Hawaii and Mexico. Despite the near-term volatility, the community is actively debating the stock's valuation, highlighting its strategic positioning, long-term growth prospects, and recent heavy institutional accumulation as indicators that the shares may be undervalued.

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 is facing intense downward pressure driven by a combination of geopolitical instability in the Middle East and market FUD surrounding Google's new memory-compression technology. While the community remains deeply divided between those viewing the current valuation as a generational buying opportunity and those fearing further technical breakdowns, investors are closely watching key support levels as they navigate the disconnect between the company's strong fundamentals and persistent institutional selling.

Alcoa Corp. engages in the bauxite mining, alumina refining, and aluminum smelting and casting. It operates through the Alumina and Aluminum segments. The Alumina segment consists of a refining system, including the mining of bauxite, which is then refined into alumina, a compound of aluminum and oxygen that is the raw material used by smelters to produce aluminum metal. The Aluminum segment is composed of smelting and casthouse system. The company was founded by Charles Martin Hall on July 9, 1886 and is headquartered in Pittsburgh, PA.

Alcoa Corp

Alcoa is trending as investors weigh the impact of new U.S. metal tariffs, creating significant debate over whether the policy provides domestic support or threatens profit margins through higher import costs. Community discourse is heavily focused on the stock's volatility and its long-term potential as a key player in critical infrastructure and data center construction.

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Sean

@Fast_Eddie_Felson  $PGNY how could you possibly think this is a good earnings? Reported members went from 7.6M to 7.2M

 how could you possibly think this is a good earnings? Reported members went from 7.6M to 7.2M

Allen Clontz

@Allen222 I am fairly certain they are talking about the loss of amazon, which was already known before. I need to read the CC transcript though.

 I am fairly certain they are talking about the loss of amazon, which was already known before. I need to read the CC transcript though.

@Fast_Eddie_Felson Amazon loss was reduced last year already. Thats why net it was around +240K members in 2025. Gross was around 900k. Devastating, I’ve followed the stock for so long and this just doesn’t make sense, they announced 7.6M in Q3… now 7.2M with no clear reason why.

 Amazon loss was reduced last year already. Thats why net it was around +240K members in 2025. Gross was around 900k. Devastating, I’ve followed the stock for so long and this just doesn’t make sense, they announced 7.6M in Q3… now 7.2M with no clear reason why.

@Allen222 i’ll look more and if i see any nuggets ill comment back. Gotta get some color from the CC transcript first

 i’ll look more and if i see any nuggets ill comment back. Gotta get some color from the CC transcript first

@Fast_Eddie_Felson @Allen222  
 
they basically said that companies they cover came back with revised numbers of covered lives. smells fishy though. 400k is so many people to chalk up to a clerical error in some HR depts.

StockTwits Web

  
 
they basically said that companies they cover came back with revised numbers of covered lives. smells fishy though. 400k is so many people to chalk up to a clerical error in some HR depts.

Ryan Mackey

@Fast_Eddie_Felson at about 8x 2026P FCF and 9x adj PE (15x unadjusted), it seems like an asymmetric opportunity when considering the tailwinds in IVF treatments (ART cycles). Despite the drop in lives, they did not that input was not used for their revenue assumptions. Furthermore, their sales cycles is not a per month per user fee but more based on credits utilized. I understand that lives covered feeds into that, possibly. Also, despite the drop, you are still talking 12% increase in covered lives when adjusting for Amazon.

TheDuke99

 at about 8x 2026P FCF and 9x adj PE (15x unadjusted), it seems like an asymmetric opportunity when considering the tailwinds in IVF treatments (ART cycles). Despite the drop in lives, they did not that input was not used for their revenue assumptions. Furthermore, their sales cycles is not a per month per user fee but more based on credits utilized. I understand that lives covered feeds into that, possibly. Also, despite the drop, you are still talking 12% increase in covered lives when adjusting for Amazon.