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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 is seeing a massive surge following blowout quarterly results, headlined by a significant revenue beat and raised full-year guidance that has triggered widespread bullish sentiment among retail and institutional traders. The community is actively discussing the stock's breakout potential and its strengthening position in the enterprise AI sector, while celebratory bulls are clashing with bearish voices that remain skeptical of its premium valuation.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is trending as investors react to bullish capital expenditure guidance from major hyperscalers, which signals insatiable demand for AI data center infrastructure. The community is actively discussing the company's shift from bitcoin mining to high-performance computing, with many focused on the potential for long-term growth as they execute on key power and leasing contracts.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is heading into its quarterly earnings report with significant investor focus on whether its advertising business can show sustainable reacceleration despite recent volatility in the tech sector. The community is actively debating the impact of the company's cost-efficiency measures, subscription growth via Snapchat+, and long-term hardware investments as traders weigh the potential for a turnaround against ongoing governance concerns.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following record-breaking revenue growth driven by the commercial adoption of Anktiva, fueling significant community debate between long-term investors focused on potential label expansion and short-term traders concerned about GAAP net losses and cash burn. Discussions are dominated by speculation regarding imminent global partnership announcements and whether current revenue trajectory can effectively offset operational expenses as the company navigates its next phase of clinical growth.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is currently trending as investors debate whether the stock has reached a bottom or if ongoing challenges in the China market and rising competition will continue to weigh on the company's long-term performance. Community sentiment is deeply polarized between long-term investors adding to their positions at current lows and bears who argue that the brand's competitive edge has been compromised by strategic missteps.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is surging as investors increasingly view the company as a pick-and-shovel proxy for AI data center buildouts, with strong equipment demand driving record financial results. Community sentiment remains bullish, with many traders focused on the company's critical role in the power and energy infrastructure essential to the ongoing AI and industrial expansion.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing significant volatility driven by reports of potential U.S. government restrictions on Chinese-made optical components in data centers, which investors view as a catalyst for domestic suppliers like AAOI. The community is actively debating whether this policy shift creates a structural long-term advantage for the company or if the stock is currently caught in a speculative trap amid broader semiconductor sector uncertainty.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is trending as shareholders voice intense frustration over the stock's long-term underperformance and stagnant price action, despite the company's recent earnings beat, revenue guidance hike, and ongoing cost-cutting initiatives. While the community remains divided between those holding for the defensive dividend yield and those calling for management changes, current discussion is dominated by intense skepticism regarding the company's ability to translate positive pipeline news and core growth into meaningful shareholder value.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

Sterling Construction Company is trending as investors digest record-breaking quarterly results and raised guidance, highlighting the firm's pivotal role in supporting AI data center infrastructure. The community is actively debating the stock's valuation and the broader sustainability of the AI capex cycle while monitoring the stock's recent volatility surrounding its transition into mid-cap index status.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is currently trending following mixed second-quarter results, with community debate centered on whether the company's recent pricing strategies and value menu initiatives can successfully drive traffic in a challenging consumer environment. Investors are closely monitoring the appointment of new U.S. leadership as the stock faces continued pressure from those questioning the brand's growth outlook and competitive positioning.

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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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$TARS Buying and accumulating more at these levels

Pete

Nicholas Duro II

Pork fried rice

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Tarsus Pharmaceuticals Inc

 Buying and accumulating more at these levels

Bryan

@KingCuerv0 agree. It’s sometimes hard to know reason for price action in bios.

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 agree. It’s sometimes hard to know reason for price action in bios.

Leslie

@KingCuerv0  
 
My goodness am I with you.  
 
TARS is off $15/share or roughly $750MM in valuation. This sell off started when TARS invested $75MM to buy a late-stage, and yes boring, asset? That&#39;s not a typo. TARS&#39; valuation is off 10X their investment. Remember TARS has plenty of cash &amp; has generated FCF the last 3 quarters. They are doing exactly what they should be. Excess cash is only a drag on ROA 
 
A day or two later the TARS CCO has impressed the folks that matter in the markets the most so much that he is hired as CEO of a public company? 
 
This is not investment advice because the truth is I have no idea what will happen to TARS in the future. All I can say for sure is TARS trades at the 2nd lowest revenue multiple in its peer group. There is no universe where you can reconcile, by itself, the acquisition v the sell off. 
 
Good luck to the both of us.

David B

  
 
My goodness am I with you.  
 
TARS is off $15/share or roughly $750MM in valuation. This sell off started when TARS invested $75MM to buy a late-stage, and yes boring, asset? That's not a typo. TARS' valuation is off 10X their investment. Remember TARS has plenty of cash & has generated FCF the last 3 quarters. They are doing exactly what they should be. Excess cash is only a drag on ROA 
 
A day or two later the TARS CCO has impressed the folks that matter in the markets the most so much that he is hired as CEO of a public company? 
 
This is not investment advice because the truth is I have no idea what will happen to TARS in the future. All I can say for sure is TARS trades at the 2nd lowest revenue multiple in its peer group. There is no universe where you can reconcile, by itself, the acquisition v the sell off. 
 
Good luck to the both of us.

Night Owl Biotech Research

@Night_Owl_Biotech Godspeed my friend, the only other thing I can think of was the short piece from Culper earlier this month but the stock rallied 10% after it was released. Will have to wait until ER for an update but hoping we dip back to the high 40s so I can add more.

 Godspeed my friend, the only other thing I can think of was the short piece from Culper earlier this month but the stock rallied 10% after it was released. Will have to wait until ER for an update but hoping we dip back to the high 40s so I can add more.

@KingCuerv0 the institutional percentage ownership per yahoo has stayed stable. If u look at CELC it dropped from 110% or so to 95%. They may not look significant but I look at these regarding BO eventually. Just my own tool.

 the institutional percentage ownership per yahoo has stayed stable. If u look at CELC it dropped from 110% or so to 95%. They may not look significant but I look at these regarding BO eventually. Just my own tool.

@KingCuerv0 the revenue is a nice story.  The expenses are tough… my NPV on this through 2036, before ocular rosacea candidate, has me at $38/share. I need to noodle on the pipeline…

 the revenue is a nice story.  The expenses are tough… my NPV on this through 2036, before ocular rosacea candidate, has me at $38/share. I need to noodle on the pipeline…