SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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.

Discussion centers on bearish reactions to Trump-related headlines about rising inflation and energy costs, including the Russian diesel arrangement amid the Iran and Ukraine conflicts. Most posters criticize Trump and view DJT as a politically driven, declining stock, while a smaller group remains supportive or sees trading opportunities in its volatility.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CRWV is drawing attention amid a sharp selloff across AI infrastructure and neocloud stocks, with traders citing hotter inflation, higher borrowing costs and concern that CoreWeaves heavy debt and capital needs could strain its business. Some see the decline as an overreaction, arguing that AI demand and the companys backlog remain strong.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is drawing attention amid a sharp selloff across AI-infrastructure and neocloud stocks, with traders pointing to hot inflation and rate concerns as well as worries about high valuations, debt and heavy capital spending. Bulls see a sector-wide overreaction and are buying the dip, while bears warn of an AI bubble; some also speculate that IRENs reported Anthropic deal could weaken Nebiuss competitive position.

Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company was founded by Richard H. Aldrich, Michelle Dipp, Piyush Gupta, Satish Jindal, Eric S. Lander, Robert F. Weinberg, and Christoph H. Westphal on August 4, 2010 and is headquartered in Needham, MA.

Verastem Inc

Verastems early VS-7375 results across KRAS G12D cancers are driving attention, with traders highlighting encouraging pancreatic and lung cancer responses and debating the drugs competitive potential. Sentiment is broadly positive, but the share offering has raised dilution concerns and contributed to volatile trading.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is drawing attention for a sharp selloff and persistent weakness in silver, which traders commonly link to rising Treasury yields, higher-rate expectations, and a stronger dollar. The community is split between bearish calls for further declines and dip-buying, with some investors alleging paper-market manipulation without substantiation.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

Liquidias global settlement with United Therapeutics resolves its litigation and secures uninterrupted YUTREPIA sales for PAH, while dropping the PH-ILD indication. Traders welcomed the removal of major legal uncertainty, but debate whether the lost market and substantial settlement payments will constrain future growth and finances.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment focuses on solutions to meet clients’ needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

Bank Of America Corp.

Bank of America Corp

Bank of Americas Q3 earnings miss and $1.2 billion regulatory penalty for anti-money-laundering and sanctions-compliance failures are driving the selloff. Traders debate whether the penalty is largely a one-time hit or whether weaker revenue and compliance problems point to broader concerns, with some buying the dip and others turning bearish.

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.

Skydance Corp. - Ordinary Shares - Class B

The sharp selloff centers on Skydances ex-warrant date, as eligible shareholders received warrants that now trade separately and buyers no longer receive the entitlement with the shares. Traders debate how much of the drop reflects that technical separation versus selling pressure, while bears point to potential dilution and the companys heavy debt burden.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A hotter-than-expected September CPI report, including stronger core inflation and a sharp rise in gasoline prices, drove concern about renewed Fed rate hikes and pressured the S&P 500. Traders debated whether the selloff would deepen or reverse, with bearish put-taking and crash calls countered by dip-buying and expectations of a bounce.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Arrowheads interim ARO-MAPT data showing substantial tau reduction in cerebrospinal fluid has drawn attention, with traders viewing it as early validation of subcutaneous delivery to the central nervous system. Many are bullish on the platform implications, while others are frustrated by the muted share-price reaction and note that biomarker results in healthy volunteers do not yet establish clinical benefit.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 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 
 


 has invited you to join Stocktwits

$CCCS the sharps know the deal price. they would have bid it up to 9 AH Friday if the deal was going to be at 11-12 imo. 
 
My guess is another 20-30% premium from $8. Gets you to ~$10 zone ... maybe $10.50. That is $6.5 billion equity value on 616 million fully diluted shares, add 1.2 billion ish net debt for $7.7 billion deal all in ... vs $1.2B revs, 480 million EBITDA and maybe 350 million FCF.  
 
look at $OPCH similar story ... news broke after hours about a deal, stock was up 4-5 bucks, then deal price was another 10-15% from that level.

jojo Raz

StockTwits Web

CCC Intelligent Solutions Holdings Inc

Option Care Health Inc. - Registered Shares

 the sharps know the deal price. they would have bid it up to 9 AH Friday if the deal was going to be at 11-12 imo. 
 
My guess is another 20-30% premium from $8. Gets you to ~$10 zone ... maybe $10.50. That is $6.5 billion equity value on 616 million fully diluted shares, add 1.2 billion ish net debt for $7.7 billion deal all in ... vs $1.2B revs, 480 million EBITDA and maybe 350 million FCF.  
 
look at 

 similar story ... news broke after hours about a deal, stock was up 4-5 bucks, then deal price was another 10-15% from that level.

Mike McDermott

@MikeyMcDermott I&#39;m expecting $10 or so IF a transaction is announced given the trading price post rumor and the parties supposedly involved - I&#39;ll take it...

 I'm expecting $10 or so IF a transaction is announced given the trading price post rumor and the parties supposedly involved - I'll take it...

IOMASS

@IOMASS you should take a peek at LKQ -- very unusual trading. Pre-market spike. grinding on the 200 5 min moving average. There were some unusual options last week.  
 
Let me know what you think. 
 
Strat review 8+ months in now.

 you should take a peek at LKQ -- very unusual trading. Pre-market spike. grinding on the 200 5 min moving average. There were some unusual options last week.  
 
Let me know what you think. 
 
Strat review 8+ months in now.

@MikeyMcDermott don’t know LKQ but will take a look - thanks for heads-up!

StockTwits for iOS

 don’t know LKQ but will take a look - thanks for heads-up!

@IOMASS it is part of the insurance claims/salvage/repair ecosystem plugged into CCC + repair shops and big buyer of salvage cars from IAA/CPRT -- largest dismantler in USA. They provide non-OEM and recycled OEM parts to repair shops if car not totaled by insurance. 
 
They have large auto parts distribution biz in Europe and a specialty parts distribution biz for boats/RVs etc. 
 
The thesis is it needs to be purchased, fixed up and pieces sold off. 
 
PE target? 
 
$1.5 billion EBITDA with 50-60% FCF conversion. Seems like lots of room for improvement as they have some ERP problems in Europe plus lots of other cost take outs.

 it is part of the insurance claims/salvage/repair ecosystem plugged into CCC + repair shops and big buyer of salvage cars from IAA/CPRT -- largest dismantler in USA. They provide non-OEM and recycled OEM parts to repair shops if car not totaled by insurance. 
 
They have large auto parts distribution biz in Europe and a specialty parts distribution biz for boats/RVs etc. 
 
The thesis is it needs to be purchased, fixed up and pieces sold off. 
 
PE target? 
 
$1.5 billion EBITDA with 50-60% FCF conversion. Seems like lots of room for improvement as they have some ERP problems in Europe plus lots of other cost take outs.

@MikeyMcDermott Pretty interesting with embedded activist and update likely on earnings call later this month - may also get bailed out a bit re improving market conditions ex the M&amp;A - of course the lengthy review process is a consideration as well...

 Pretty interesting with embedded activist and update likely on earnings call later this month - may also get bailed out a bit re improving market conditions ex the M&A - of course the lengthy review process is a consideration as well...

@IOMASS yeah we will see. very odd trading behavior today. its very cheap at like 6x trough EBITDA. They started the review at 34 level in January 2026 and thought they were considerably undervalued then. Should have 700m FCF in H2 and bring net debt down to 3B. Feels like this LBO would work at 38 per share. unclear if LKQ could get 70% premium from here who knows. This thing is washed out to covid lows, and before that April 2013 levels. Needs to be sold.

 yeah we will see. very odd trading behavior today. its very cheap at like 6x trough EBITDA. They started the review at 34 level in January 2026 and thought they were considerably undervalued then. Should have 700m FCF in H2 and bring net debt down to 3B. Feels like this LBO would work at 38 per share. unclear if LKQ could get 70% premium from here who knows. This thing is washed out to covid lows, and before that April 2013 levels. Needs to be sold.

@IOMASS GPC reportedly got $10B+ offer for NAPA in July. Unclear exact price or multiple but it was probably about 8.5-9x if true. that multiple gets you to 38-40 zone for LKQ. this used car/parts ecosystem really seems to be consolidating as we saw with ACVA, CCC (maybe), NAPA (reportedly) and LKQ?

 GPC reportedly got $10B+ offer for NAPA in July. Unclear exact price or multiple but it was probably about 8.5-9x if true. that multiple gets you to 38-40 zone for LKQ. this used car/parts ecosystem really seems to be consolidating as we saw with ACVA, CCC (maybe), NAPA (reportedly) and LKQ?

@MikeyMcDermott Risk/Reward pretty attractive @$22ISH - hope it&#39;s tax selling - seems too easy!

 Risk/Reward pretty attractive @$22ISH - hope it's tax selling - seems too easy!

@IOMASS my concern is process failed and there is no near-term catalyst. Not really interested in a 2+ year turnaround from here and battling the cyclicality of insurance claims / used car prices + salvage / and ADAS narratives. Plus it is just a nasty SOTP discount for 3 businesses that don&#39;t really make sense together.

 my concern is process failed and there is no near-term catalyst. Not really interested in a 2+ year turnaround from here and battling the cyclicality of insurance claims / used car prices + salvage / and ADAS narratives. Plus it is just a nasty SOTP discount for 3 businesses that don't really make sense together.

@IOMASS management owns very little equity and actually this biz has very low stock based comp for obvious reasons (don&#39;t need to attract AI/engineer talent) for a dismantling/distribution biz.  
 
if taken private, my guess is management would get better % of the equity as part of their comp plan. 
 
ie I don&#39;t think Justin Jude gets in the way of a take private.

 management owns very little equity and actually this biz has very low stock based comp for obvious reasons (don't need to attract AI/engineer talent) for a dismantling/distribution biz.  
 
if taken private, my guess is management would get better % of the equity as part of their comp plan. 
 
ie I don't think Justin Jude gets in the way of a take private.