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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong Q3 results and raised outlook have been overshadowed by a steep selloff, with traders pointing to negative cash flow, heavy spending to expand capacity, rich valuation, and broader AI-trade concerns. Bulls view the drop as an overreaction to investment in growth, while bears question whether demand and earnings will translate into cash.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention as shares slide toward record lows, with traders debating whether the decline could pause for a relief bounce or continue amid concerns about dilution, weak fundamentals and Trump-linked political uncertainty. The conversation also connects the bearish mood to the Iran conflict, oil and inflation pressures, and the approaching midterms, while some traders point to earnings as a possible catalyst.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Attention is centered on encouraging early Phase 1 azer-cel results in progressive MS, with traders highlighting the initial safety profile and signs of disability stability or improvement. Many see it as a potential second growth driver alongside BRIUMVI, while others caution that the study is small and preliminary and note the stocks muted reaction to the data.

Better Home & Finance Holding Co. engages in the provision of comprehensive homeownership services. It offers mortgage loans, real estate agent services, and title and homeowner's insurance services. The company was founded in 2014 and is headquartered in New York, NY.

Better Home & Finance Holding Co. - Ordinary Shares - Class A

Better Home & Finance Holding Co.

BETRs rally is being framed by traders as a potential short squeeze, with the community citing high short interest, a small float, tight share availability and company buybacks. Some expect repurchases and turnaround updates to add pressure, while others caution that a squeeze is not confirmed and question the rallys staying power.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEP is drawing attention amid a steep decline and persistent weakness, with traders questioning whether its large distribution is sustainable and criticizing Icahn Enterprises losses, dilution, and capital allocation. Some investors argue the companys CVR Energy stake and other assets are undervalued and point to short interest as potential support, while skeptics expect further pressure and possible distribution cuts.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

Phathom is under pressure after BDR Pharmaceuticals sued the FDA over its refusal to accept a generic application referencing VOQUEZNA, challenging exclusivity that protects the drug from generic competition through 2032. Traders debate the risk: some see the lawsuit as a long-term overhang if it succeeds, while others argue the challenge is uncertain and VOQUEZNA sales can keep growing in the meantime.

Palo Alto Networks, is a cybersecurity company that provides cybersecurity platforms and services to enterprises, organizations, service providers, and government entities. Its offerings include network and AI security, cloud security, security operations, and identity security solutions. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

PANW surged with cybersecurity peers as traders focused on newly disclosed PHP vulnerabilities and broader concerns that AI is intensifying cyber threats. Some see a sector-driven rebound and durable security demand, while others caution that valuations remain stretched and the bounce may be fragile.

American Express Co. engages in the provision of card-issuing, merchant-acquiring, and card network businesses. Its products and services include credit cards, business credit cards, corporate programs, gift cards, savings accounts and CDs, and the American Express App. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to United States consumers. The CS segment offers corporate and small business cards and provides services to United States businesses. The ICS segment provides consumers, small businesses, and corporate cards outside the United States. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. It also operates through the following geographical segments: United States, EMEA, APAC, LACC, and Other. The EMEA segment represents Europe, the Middle East, and Africa. The APAC segment refers to Asia Pacific, Australia, and New Zealand. The LACC segment focuses on Latin America, Canada, and the Caribbean. The Other segment includes net costs which are not directly allocated to specific geographic regions. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

American Express Co.

American Express is drawing attention after quarterly results beat earnings expectations and management raised its full-year EPS outlook, while revenue came in slightly below estimates and the shares sold off. Traders are debating whether the results and stronger guidance outweigh concerns about the revenue miss and a planned workforce reduction tied to restructuring and AI preparation.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

DXYZ is drawing attention as a public-market proxy for private AI companies, especially Anthropic, with traders focused on its anticipated IPO filing and how updated valuations could affect the funds NAV. Bulls see the IPO speculation and reported NAV discount as potential support, while skeptics point to possible delays, stale valuation estimates, and weak price action.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

A sharp selloff has investors questioning Auvelitys commercial momentum, especially whether prescriptions are accelerating after its Alzheimers agitation launch and whether growth can support improving profitability. Bulls argue sample use and long-term-care channels may obscure demand in prescription data, while skeptics cite sluggish reported scripts and managements lack of clarity ahead of the Q3 results.

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$PYPL 

Roughly$10 FCF per share by the end of 2027 if Enrique Lores is to be believed on the cost savings plan and the buyback percentage share cost stays around $60-70 ..

Lucas

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PayPal Holdings Inc

 

Roughly$10 FCF per share by the end of 2027 if Enrique Lores is to be believed on the cost savings plan and the buyback percentage share cost stays around $60-70 ..

DBS25

@KneelB4Zod I believe market is looking for EPS surprise and most importantly Stable branded checkout. If it can be around 5 percent 90 is near term.

 I believe market is looking for EPS surprise and most importantly Stable branded checkout. If it can be around 5 percent 90 is near term.

Tim Bose

@timstockmarket XYZ and stripe are similar to PayPal, without branded checkout. Just delete branded checkout from them as an asset and they are roughly the same services. Add it back and you have an additional stable annual FCF of $3B  and a buyback yield currently of about 13%

 XYZ and stripe are similar to PayPal, without branded checkout. Just delete branded checkout from them as an asset and they are roughly the same services. Add it back and you have an additional stable annual FCF of $3B  and a buyback yield currently of about 13%