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SPY is drawing attention amid a broad pullback, with traders pointing to weakness in AI and technology stocks and worries about heavy AI spending, alongside uncertainty around the U.S. midterms and Iran tensions. Bearish calls for more downside compete with dip-buying and bounce expectations.

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

Palantirs strong Q3 results and raised outlook, led by rapid U.S. commercial AI growth, are driving attention, but shares fell despite the beat. Traders are split between viewing the pullback as a reaction to a demanding valuation and broader AI weakness, and seeing the results as evidence of durable growth.

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

Apples quarterly results beat expectations, but shares sold off as traders focused on softer holiday-quarter gross-margin guidance tied to rising memory costs. The reaction is split between bulls pointing to strong iPhone demand and bears questioning the valuation amid margin pressure and slower growth.

Zcash (ZEC) is a cryptocurrency . Users are able to generate ZEC through the process of mining. Zcash has a current supply of 16,946,883.4155448. The last known price of Zcash is 1,152.25968615 USD and is down -6.04 over the last 24 hours. It is currently trading on 668 active market(s) with $1,018,436,174.86 traded over the last 24 hours. More information can be found at https://z.cash/.

Zcash

Zcash is facing a sharp pullback after a steep rally, with traders linking recent weakness to broader crypto risk-off sentiment and fears around the Binance hack. The community is split between buying the dip on Zcashs privacy-focused thesis and expecting further downside after the run-up.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a sharp technology-led selloff, as traders question whether heavy AI investment and financing will deliver adequate returns; even strong results from major tech names have failed to reassure investors. The community is broadly bearish about further downside, while some see the pullback near long-term support as a potential bounce and point to post-election relief.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs upcoming earnings report is drawing attention as traders look for its AI and data-center outlook to clarify whether Intels warning signals broader weakness in chips. The shares have been caught in a semiconductor selloff, and the community is split on whether strong results and guidance can reverse the decline or whether high expectations and market-wide pressure will weigh on the stock regardless.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digitals strong quarterly results and raised outlook have been met with a sharp selloff, prompting debate over whether concerns about higher capital spending, input costs and a potentially cyclical AI-storage boom outweigh demand strength. Bulls call the drop disconnected from fundamentals, while bears see risk that recent growth and margins may be near a peak.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

A report that nonprofit Usona has submitted an FDA application for psilocybin treatment of major depressive disorder has raised concerns about competition and Compass Pathways first-to-market position. Traders debate whether Usonas MDD focus meaningfully threatens COMP360, which targets treatment-resistant depression, and are seeking clarity on Compasss own NDA timeline.

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.

Midterm-election uncertainty is driving attention to DJT, with traders debating whether a Republican showing could lift the Trump-linked stock or a Democratic gains could weigh on it. The discussion is broadly bearish, with many calling the shares a speculative pump-and-dump and raising concerns about weak business fundamentals and potential dilution.

Listed Funds Trust - Roundhill Magnificent Seven ETF

Roundhill Magnificent Seven ETF

MAGS is under pressure as traders debate whether heavy AI spending by mega-cap tech firms can deliver sufficient returns, with some viewing the pullback as a broader correction and others seeing a buying opportunity. The discussion also reflects concern about valuations and weakening leadership across the Magnificent Seven.

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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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$IBRX  
Cancer is a huge market. Sepsis is a civilization-scale problem. 
 
Most investors see IBRX as an oncology story. That may be the biggest misunderstanding on Wall Street. Cancer is a massive market, but sepsis is a global healthcare catastrophe affecting an estimated 166 million people and associated with 21.4 million deaths annually.  
 
If ImmunityBio can demonstrate meaningful efficacy in sepsis, the addressable market may dwarf what investors currently assign to the company.  
 
That&#39;s the kind of catalyst that can completely rewrite valuation models. High risk? Absolutely. But if the science works, the upside may be measured not in percentages, but in orders of magnitude.

FishOn

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$IBRX Sepsis is larger than cancer. It is the biggest problem in healthcare.

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ImmunityBio Inc

John Mack

  
Cancer is a huge market. Sepsis is a civilization-scale problem. 
 
Most investors see IBRX as an oncology story. That may be the biggest misunderstanding on Wall Street. Cancer is a massive market, but sepsis is a global healthcare catastrophe affecting an estimated 166 million people and associated with 21.4 million deaths annually.  
 
If ImmunityBio can demonstrate meaningful efficacy in sepsis, the addressable market may dwarf what investors currently assign to the company.  
 
That's the kind of catalyst that can completely rewrite valuation models. High risk? Absolutely. But if the science works, the upside may be measured not in percentages, but in orders of magnitude.

PureLand

@PureLand yeah that sepsis angle is the part that sticks with me imo on $IBRX. Anktiva is the commercial leg already, sepsis is the swing leg if the data holds. which one do you think moves first, orders or a sepsis read

 yeah that sepsis angle is the part that sticks with me imo on 

. Anktiva is the commercial leg already, sepsis is the swing leg if the data holds. which one do you think moves first, orders or a sepsis read

@PureLand ….well said, hear ya, but ‘high risk’ 🤔. I think cancer(s) much more diverse and difficult to manage

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 ….well said, hear ya, but ‘high risk’ 🤔. I think cancer(s) much more diverse and difficult to manage

Kerry

@PureLand If PSS saying &quot;unstoppable&quot; today is any indication of his confidence of Anktiva&#39;s efficacy in sepsis from treating it in his clinic and small study cases.  In a December 2025 interview (published in the Los Angeles Times), Soon-Shiong stated: “We have treated patients with sepsis.” Here is a known study utilizing  Anktiva. This is the conclusion - 
 
Treatment with N-803 and agenT-797 restored sequencing of cytokine cascades resulting in lung immune infiltration, pathogen control and skewing toward tissue repair. This “shock-and-resolve” model, where sequenced N-803 and agenT-797 overcame profound immunosuppression and eliminated treatment-resistant pathogens, is novel. The 48-hour interval between agents may be critical to the phasic immune response.

 If PSS saying "unstoppable" today is any indication of his confidence of Anktiva's efficacy in sepsis from treating it in his clinic and small study cases.  In a December 2025 interview (published in the Los Angeles Times), Soon-Shiong stated: “We have treated patients with sepsis.” Here is a known study utilizing  Anktiva. This is the conclusion - 
 
Treatment with N-803 and agenT-797 restored sequencing of cytokine cascades resulting in lung immune infiltration, pathogen control and skewing toward tissue repair. This “shock-and-resolve” model, where sequenced N-803 and agenT-797 overcame profound immunosuppression and eliminated treatment-resistant pathogens, is novel. The 48-hour interval between agents may be critical to the phasic immune response.

Ben Son

@PureLand  
Here are the two trials beginning imminently  
 
NCT07578558: Phase 2 randomized, open-label (NAI + SOC vs SOC alone); ~50 participants; aims to assess 28-day mortality and immune recovery. Estimated start around mid-2026. 
NCT07783789 (and related listings): Phase 1b/2 open-label or placebo-controlled designs in sepsis/septic shock with lymphopenia; focus on safety, 28-day survival, ALC recovery, organ support-free days, etc. Statuses have been listed as not yet recruiting in mid-to-late 2026 updates.

  
Here are the two trials beginning imminently  
 
NCT07578558: Phase 2 randomized, open-label (NAI + SOC vs SOC alone); ~50 participants; aims to assess 28-day mortality and immune recovery. Estimated start around mid-2026. 
NCT07783789 (and related listings): Phase 1b/2 open-label or placebo-controlled designs in sepsis/septic shock with lymphopenia; focus on safety, 28-day survival, ALC recovery, organ support-free days, etc. Statuses have been listed as not yet recruiting in mid-to-late 2026 updates.