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Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is surging after reporting positive topline results from a maintenance study of its obesity drug VK2735, with patients retaining up to 97% of prior weight loss on every-other-week dosing and roughly 90% on monthly dosing, alongside deep weight loss in weekly-dosed patients with no observed plateau. Sentiment is heavily bullish, with traders touting best-in-class efficacy and fueling buyout and short-squeeze speculation given elevated short interest, while skeptics point to the stock's fade from premarket highs, potential dilution from a shelf offering, and the absence of lean-muscle-preservation data.

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 trending after Coretura  the commercial-vehicle software venture founded by Daimler Truck and Volvo Group  selected the QNX/Vector-developed Alloy Kore as its foundational vehicle OS, marking the platform's first design win and the largest in QNX history ahead of the company's upcoming quarterly earnings. Community reaction splits between bulls treating the deal as long-awaited validation of BlackBerry's software-defined vehicle strategy and frustrated traders questioning the stock's sell-off on the news, with some alleging manipulation or a 'sell-the-news' dynamic while others accumulate the dip.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is drawing heavy attention as the stock slides back toward the $350 level amid a broad Mag 7 selloff and renewed pressure on AI/hyperscaler names, with rising 10-year yields and Fed rate-hike jitters cited by traders as key macro drivers. The community is sharply split, with many calling the dip a buying opportunity ahead of anticipated Gemini releases and analyst target hikes, while others argue the stock is overvalued and the AI trade is at risk.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending after settlements with 12 state attorneys general and the Writers Guild of America cleared key legal hurdles to its Warner Bros. Discovery acquisition, with CEO David Ellison telling staff the deal is on track to close in roughly two weeks and avoid daily ticking fees. Traders are split over the stock's counterintuitive pullback on the news, with bulls calling it a buyable dip ahead of merger synergies and anticipated warrants, while skeptics point to sell-the-news dynamics, added deal debt and settlement concessions, and alleged short-selling pressure from institutional players.

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.

Traders are scrambling to explain a sharp sell-off in the shares, with many blaming Piper Sandler's price target cut  which kept a Neutral rating and cited lower sector multiples on fears of peaking growth  while others insist no real downgrade occurred and frame the drop as manipulation or rotation out of tech. The community is split between aggressive dip-buyers calling the stock oversold on strong fundamentals and sellers expecting the weakness to persist.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

Traders are reacting to a sharp single-session selloff in DKNG, with discussion centering on a viral New York Times report alleging DraftKings uses AI to target losing bettors with promotions, alongside concerns about a customer-friendly NFL Week 1 hold and mounting competition from prediction markets like Kalshi and Polymarket. The community is split between bears citing competitive and regulatory pressure on the sportsbook model and bulls pointing to record DKeX prediction-market volumes and strong handle as signs the selloff is overdone.

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

The Trade Desk is trending around its removal from the S&P 500 and move to the S&P SmallCap 600, with heavy index-related volume and selling dominating the discussion. Sentiment is sharply divided: many traders blame CEO Jeff Green, executive stock grants/option repricing, layoffs, and slowing growth, while others argue the stock is deeply oversold with elevated short interest setting up a potential rebound or short squeeze.

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 drawing attention after founder Patrick Soon-Shiong teased a push into blockchain-based tokenized stock trading at his Nant platform, leading traders to speculate that IBRX shares could eventually be tokenized and that on-chain settlement could curtail naked shorting and pressure a heavily shorted float. The community is split between bulls framing the tease as a potential squeeze catalyst and skeptics dismissing it as unconfirmed hype, while others also speculate about a possible Anktiva approval in Turkey based on Soon-Shiong's meeting with its president.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Traders are reacting to the announced U.S.DenmarkGreenland security agreement, which puts CRML's Tanbreez rare-earth project in Greenland back in focus, though the stock is fading after an initial surge and some see it as a sell-the-news event. Sentiment is sharply split: bulls cite the deal's strategic implications, high short interest, and possible U.S. government stake speculation as squeeze fuel, while bears argue the security pact contains no mining provisions and that dilution and pre-revenue status leave the stock overextended.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is drawing heavy discussion as its shares lag a broader mega-cap tech rally, with traders debating the cause  pointing to reports that Gemini AI agents breached real company systems during a cybersecurity test, speculation that AI tools could disrupt its advertising business, and calls from rival AI labs to slow frontier-model development. Bulls argue a development slowdown would ease hyperscaler capex pressure, while others highlight YouTube's record TV-viewership share coming at Netflix's expense following analyst downgrades.

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$CYDY it really feels like we are on the cusp of partnership/licensing announcements in multiple indications. naming new heads of development for different indications. 
 
Palmer for MASH. Pestell for oncology. Max for HIV.  
 
Is this setting CYDY up to be the platform company and license to multiple parties for development in the different indications?  
 
Certainly feels that way.

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CytoDyn Inc

 it really feels like we are on the cusp of partnership/licensing announcements in multiple indications. naming new heads of development for different indications. 
 
Palmer for MASH. Pestell for oncology. Max for HIV.  
 
Is this setting CYDY up to be the platform company and license to multiple parties for development in the different indications?  
 
Certainly feels that way.

Casey Young

@ValueInflection 100% my thoughts ValueInflection. I was going to post about this on Reddit but you said it perfectly! No doubt in my mind that in order for CYDY BoD to achieve the valuation that they want and we want; they need to partner/license a certain subset of indications. This begs the question of how many indications and how far do they need to take it. Currently, with multiple indications in play; you could argue (based on resources) that it’s too many! If your operating on your own with limited resources you narrow down your indications and drive hard and fast to get through the FDA process to eventual FDA approval. Maybe even partnering along the way! But with this many indications; it appears to me that they are preparing for multiple players (or one big player) to partner/license with ! 
The question of when is this going to happen? It feels close at hand! NP trial finishes soon and no request for additional shares!

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 100% my thoughts ValueInflection. I was going to post about this on Reddit but you said it perfectly! No doubt in my mind that in order for CYDY BoD to achieve the valuation that they want and we want; they need to partner/license a certain subset of indications. This begs the question of how many indications and how far do they need to take it. Currently, with multiple indications in play; you could argue (based on resources) that it’s too many! If your operating on your own with limited resources you narrow down your indications and drive hard and fast to get through the FDA process to eventual FDA approval. Maybe even partnering along the way! But with this many indications; it appears to me that they are preparing for multiple players (or one big player) to partner/license with ! 
The question of when is this going to happen? It feels close at hand! NP trial finishes soon and no request for additional shares!

Go CYDY

Bret (MyDangerDog on reddit)

@MLAB @ValueInflection I personally feel it will be one big partner. After all who would want others to partake in this platform molecule and have to share the revenue if Cytodyn ends up getting bought out?

 I personally feel it will be one big partner. After all who would want others to partake in this platform molecule and have to share the revenue if Cytodyn ends up getting bought out?