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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 currently facing intense volatility as market participants weigh a controversial short report alleging that Anthropic is gaining market share against the stock's role as a mission-critical AI platform for government and enterprise clients. Community sentiment is deeply divided, with many investors dismissing the negative commentary as market manipulation while others express concern over the company's valuation and intensifying competition in the AI sector.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing significant downward pressure as market participants react to a combination of bearish analyst earnings revisions, concerns over delivery figures, and skepticism regarding the long-term feasibility of its robotaxi and robotics initiatives. The community remains deeply divided, with some investors betting on a technical breakdown and structural overvaluation, while others view the volatility as a potential buying opportunity driven by institutional positioning and future product potential.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is experiencing intense selling pressure and volatility as investors weigh lingering geopolitical uncertainty against broader AI sector concerns, with community sentiment deeply polarized between those identifying a potential long-term value opportunity and frustrated traders struggling with the stock's persistent underperformance relative to its peers. Market participants remain fixated on upcoming earnings as the primary catalyst to either validate the company's AI-driven growth narrative or deepen existing bearish skepticism.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as investors rotate into beaten-down enterprise software names following recent institutional accumulation and optimistic commentary from leadership regarding the platform's AI-driven workflow capabilities. The community is actively debating whether this movement marks a sustainable reversal or a temporary technical bounce, with significant focus on the stock's ability to maintain momentum above key support levels.

SPDR S&P 500 ETF TRUST - Units of undivided interest in SPDR Trust Series 1

The S&P 500 is facing significant volatility as market participants weigh a volatile Middle East ceasefire against aggressive algorithmic support that continues to prop up prices. While sentiment remains divided over the stability of the deal and regional geopolitical tensions, the community is heavily focused on conflicting reports regarding the status of the Strait of Hormuz and potential future market manipulation.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is rallying as investors react to the company joining Elon Musk's ambitious 'Terafab' initiative, which aims to produce high-performance chips for Tesla, SpaceX, and xAI. The community is actively debating the stock's long-term potential as a 'sovereign foundry' play, with many traders focused on a potential breakout toward the $60 level while closely monitoring broader geopolitical volatility.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Direxion Daily Semiconductor Bear 3X Shares (SOXS) is trending as traders grapple with extreme volatility and conflicting geopolitical signals, particularly following news regarding the Strait of Hormuz and skepticism toward recent peace talks. The community is sharply divided, with some actively trading quick intraday swings while others warn of the ETF's structural decay and remain locked in a heated debate over whether the semiconductor sector's parabolic trend is approaching a systemic correction or a continued bull run.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is gaining attention following a prime contract win with Belgian Defence to build the country's first national security satellite, coupled with a new board appointment intended to bolster its national security strategy. While the community remains frustrated by persistent selling pressure from private equity shareholders and a recurring failure to hold price support above double digits, investors are actively debating the stock's long-term potential as it shifts focus toward scalable space infrastructure and defense-led contracts.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is seeing heavy volatility as investors weigh strong quarterly performance against a pivot to user-first growth that signals a slowdown in near-term revenue. While some in the community see the $400 million buyback and solid fundamentals as a compelling buying opportunity, others are aggressively betting against the stock, citing intensifying competition from free AI tools and a perceived lack of a long-term moat.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group is seeing significant volatility and intense community speculation ahead of a pivotal April 2026 PDUFA decision regarding its skin cancer drug. Investors are debating the likelihood of FDA approval following a prior rejection, with discussions split between those anticipating a "sell-the-news" event due to potential CRL risks and others banking on a regulatory reversal, while concerns over institutional activity and insider filings continue to drive the narrative.

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Cantor Fitzgerald reiterated $CLDX Overweight-$67. 
$SNY $BPMC $JSPR $THRD  
Cantor Fitzgerald said, &quot;We view the upcoming EoE data as an important catalyst for the stock, not yet baked into the valuation given Celldex is spearheading the research for understanding the clinical role in targeting mast cells in EoE. 
 
Sanofi (SNY, NC) estimates that there are ~100K biologic-eligible EoE patients in the U.S. + EU5. 
 
Showing the potential utility of barzolvolimab in EoE 
could also help de-risk multiple other follow-on opportunities and give some optionality for potential barzolvolimab expansion.&quot; 
 
Cantor Fitzgerald $CLDX - February 20, 2020: 
https://x.com/Quantumup1/status/1230603833463726081 
Cantor Fitzgerald $CLDX - July 1, 2020: 
https://x.com/Quantumup1/status/1278327745227915272

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Cantor Fitzgerald initiates coverage of $CLDX with an Overweight rating, $8 PT pic.twitter.com/2X8x0Bep39

X (Formerly Twitter)

quantumup on X (formerly Twitter): "Cantor Fitzgerald initiates coverage of $CLDX with an Overweight rating, $8 PT pic.twitter.com/2X8x0Bep39 / X"

Cantor Fitzgerald raises the PT on $CLDX to $18, keeps an Overweight rating pic.twitter.com/K5ytkY9VgW

quantumup on X (formerly Twitter): "Cantor Fitzgerald raises the PT on $CLDX to $18, keeps an Overweight rating pic.twitter.com/K5ytkY9VgW / X"

Mizuho y&#39;day🏁 $CLDX Outperform/$48 
$NVS $REGN - $SNY JSPR $LLY TEVA ALLK 
Mizuho said: 
We are initiating coverage of Celldex Therapeutics with an Outperform rating and $48 PT as we see 
barzovolimab (anti-KIT mAb) as positioned to play a significant role in mast-cell mediated diseases, namely chronic urticaria. 
 
We believe barzolvolimab has potential to establish best-in-class efficacy among the increasingly competitive landscape, offering the deepest and most sustained clinical benefit. 
 
With this, we performed probability modeling that we believe points to high probability of future statistical success in the ongoing Phase III trials for all-comers and the important subgroup of omalizumab-experienced patients, as well as clear opportunity to generate a best-in-indication efficacy profile. 
 
Altogether, we project $2.X.6B in risk-adjusted 2035 WW sales for barzolvolimab in chronic urticaria and expect positive Phase III data, as well as potential indication expansion to drive outperformance.

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Celldex Therapeutics Inc.

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Jasper Therapeutics Inc

THIRD HARMONIC BIO INC

  
Cantor Fitzgerald said, "We view the upcoming EoE data as an important catalyst for the stock, not yet baked into the valuation given Celldex is spearheading the research for understanding the clinical role in targeting mast cells in EoE. 
 
Sanofi (SNY, NC) estimates that there are ~100K biologic-eligible EoE patients in the U.S. + EU5. 
 
Showing the potential utility of barzolvolimab in EoE 
could also help de-risk multiple other follow-on opportunities and give some optionality for potential barzolvolimab expansion." 
 
Cantor Fitzgerald 