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Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

New 24-month HOPE-3 extension data for Capricors investigational Duchenne therapy deramiocel showed slower upper-limb decline after patients switched from placebo, prompting a sharp burst of optimism. Traders see the findings as supportive of the pending FDA review, while others question whether they resolve earlier statistical concerns; approval remains uncertain.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is under pressure amid an analyst warning that AXONs growth and market-share gains may be nearing a ceiling, compounded by concern over a securities class-action lawsuit. Traders are split: bears see intensifying competition and slowing growth, while bulls cite e-commerce expansion and AXON data as evidence the business remains strong.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobiles new change-of-control severance policy has fueled speculation about a buyout or strategic investment, though traders stress that the filing does not confirm an active deal. The debate is amplified by frustration over the lack of firm satellite shipment and launch updates, alongside optimism about the companys production progress.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

A management business update has renewed attention to POET, with traders focusing on comments about the Lumilens purchase order, production yields, and execution. Some see the update as validation of the technology and commercial opportunity, while others remain skeptical about shipment timing and want clearer evidence that orders are turning into deliveries.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Positive Phase 3 melanoma cancer-vaccine results and anticipation of fuller ESMO data are driving attention, while Citis Sell downgrade over valuation has sharpened the debate between traders who see platform potential and those who view the rally as overextended.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Carnivals earnings beat and raised guidance sparked a sympathy rally in NCLH and other cruise stocks. Traders are debating whether Norwegian can catch up with peers, citing high short interest and potential for a rebound while remaining cautious about fuel costs, booking yields, and management execution.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Staggered IPO lockup expirations and insider share sales are a recurring source of selling-pressure concerns, with traders linking them to CBRSs sharp swings. Bullish traders counter that the overhang may be temporary and point to demand for Cerebrass AI-inference systems and customer deals, while bearish voices also cite valuation and broader AI-market uncertainty.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SOFIs steep, persistent share-price decline is driving discussion, with many traders frustrated by the stocks underperformance and saying there is no clear fresh catalyst. Bears point to past dilutive offerings, insider selling, elevated rates and weak buying demand, while some investors view the selloff as a buying opportunity based on the companys growth prospects.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Attention centers on new ASTRO biomarker data for Candels prostate-cancer therapy CAN-2409, which traders view as mechanistic support for its positive Phase 3 results and planned Q4 BLA submission. Optimism about the data and regulatory path is countered by concerns over the CEOs share sale, manufacturing work and possible BLA timing slippage.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns upcoming fiscal Q4 earnings report is the dominant focus, with traders watching AI-driven HBM and DRAM demand, pricing power, margins, and guidance for clues on how long the memory upcycle can last. Many expect strong results, but others warn that high expectations could trigger a sell-the-news reaction or renew concerns about cyclical demand peaking.

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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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More than 90% of the world’s population eats meat in one form or another... and a looming meat crisis threatens to affect what we buy &amp; eat. 
 
Brazil, US &amp; China are the world’s three biggest beef producers, together supplying more than half of the world’s beef... but their cattle herds are shrinking at the same time. 
 
Brazil’s total herd this year is est&#39;d at 177.4M cattle — a nearly -8% drop from 192.5M in 2024. 
 
USDA counted 86.2M cattle &amp; calves on farms on Jan 1, 2026. The number of beef cows — the females needed to produce future calves — was 27.6M, down -1% y/y. The 2025 calf crop was also down -2% y/y to 33.1M. 
 
In China, cattle head count dropped to 94M in Jan 2026, down -10.5% from ~105M in Jan 2024. 
 
In all 3 cases, beef production is also projected to be down in FY26. 
 
Brazil counts China &amp; the EU as 2 major markets for its beef exports. But both have imposed import restrictions—such as EU Deforestation Regulation (EUDR) compliance hurdles &amp; China’s anti-dumping investigations—that have disincentivised Brazilian beef manufacturers. That is partly responsible for the country’s decreased cattle head count. 
 
Additionally, Brazil is currently in what is known as a cattle retention cycle — when rearers reduce the slaughter of animals and instead try to preserve their female stock to help rebuild their herd. 
 
In the US, severe droughts have hit major cattle-rearing regions — with grazing areas decreasing, pasture conditions deteriorating, and feed costs rising. 
 
In the US, the meat industry depends heavily on immigrant workers — 3 major orgs, representing breeders in the states of Texas, Oklahoma &amp; Kansas, issued a joint statement this week arguing that ICE raids were disrupting their already strained operations. 
 
Cattle production is constrained by biological supply cycles — it takes 2 to 3 years from breeding decision to slaughter for an expanded herd to yield market-ready beef. 
 
The quickest way to rebuild a herd is to keep female cattle that might otherwise have been sold and use them for breeding. That is what Brazil is now doing. 
 
But that creates a difficult economic calculation. A producer can sell an animal today at historical record high prices, or keep it for breeding and wait for the next generation. That means carrying the ongoing costs and feed risks of keeping the animal while waiting for it to reproduce. 
 
The result is a structural supply squeeze in which strong demand &amp; limited supply can persist even when prices are already high. 
 
This structural shortage creates a massive price spillover effect across alternative proteins. As beef prices surge to record highs, consumer demand shifts rapidly toward cheaper alternatives like poultry, pork, and plant-based substitutes. 
 
Poultry has problems too — as India shows — in June, a large section of India’s poultry industry announced plans to cut production by -25% after soya meal prices rose by more than +40% in a month. Producers also began culling parent breeder stocks — birds needed to produce future generations of poultry. 
 
Simultaneously, global poultry supply faces ongoing pressure from widespread Highly Pathogenic Avian Influenza (HPAI) outbreaks, leading to mass depopulations across Europe, North America, and parts of Asia. 
 
When feed &amp; operational prices rise sharply, poultry producers face a choice: absorb higher costs, raise prices, or reduce the number of birds they produce. 
 
The confluence of biological lag times, environmental shocks, labor shortages, and rising feed input costs points to sustained food inflation across global protein supply chains into FY27 
 
$DBA $MCD $QSR $PBJ $WMT

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More than 90% of the world’s population eats meat in one form or another... and a looming meat crisis threatens to affect what we buy & eat. 
 
Brazil, US & China are the world’s three biggest beef producers, together supplying more than half of the world’s beef... but their cattle herds are shrinking at the same time. 
 
Brazil’s total herd this year is est'd at 177.4M cattle — a nearly -8% drop from 192.5M in 2024. 
 
USDA counted 86.2M cattle & calves on farms on Jan 1, 2026. The number of beef cows — the females needed to produce future calves — was 27.6M, down -1% y/y. The 2025 calf crop was also down -2% y/y to 33.1M. 
 
In China, cattle head count dropped to 94M in Jan 2026, down -10.5% from ~105M in Jan 2024. 
 
In all 3 cases, beef production is also projected to be down in FY26. 
 
Brazil counts China & the EU as 2 major markets for its beef exports. But both have imposed import restrictions—such as EU Deforestation Regulation (EUDR) compliance hurdles & China’s anti-dumping investigations—that have disincentivised Brazilian beef manufacturers. That is partly responsible for the country’s decreased cattle head count. 
 
Additionally, Brazil is currently in what is known as a cattle retention cycle — when rearers reduce the slaughter of animals and instead try to preserve their female stock to help rebuild their herd. 
 
In the US, severe droughts have hit major cattle-rearing regions — with grazing areas decreasing, pasture conditions deteriorating, and feed costs rising. 
 
In the US, the meat industry depends heavily on immigrant workers — 3 major orgs, representing breeders in the states of Texas, Oklahoma & Kansas, issued a joint statement this week arguing that ICE raids were disrupting their already strained operations. 
 
Cattle production is constrained by biological supply cycles — it takes 2 to 3 years from breeding decision to slaughter for an expanded herd to yield market-ready beef. 
 
The quickest way to rebuild a herd is to keep female cattle that might otherwise have been sold and use them for breeding. That is what Brazil is now doing. 
 
But that creates a difficult economic calculation. A producer can sell an animal today at historical record high prices, or keep it for breeding and wait for the next generation. That means carrying the ongoing costs and feed risks of keeping the animal while waiting for it to reproduce. 
 
The result is a structural supply squeeze in which strong demand & limited supply can persist even when prices are already high. 
 
This structural shortage creates a massive price spillover effect across alternative proteins. As beef prices surge to record highs, consumer demand shifts rapidly toward cheaper alternatives like poultry, pork, and plant-based substitutes. 
 
Poultry has problems too — as India shows — in June, a large section of India’s poultry industry announced plans to cut production by -25% after soya meal prices rose by more than +40% in a month. Producers also began culling parent breeder stocks — birds needed to produce future generations of poultry. 
 
Simultaneously, global poultry supply faces ongoing pressure from widespread Highly Pathogenic Avian Influenza (HPAI) outbreaks, leading to mass depopulations across Europe, North America, and parts of Asia. 
 
When feed & operational prices rise sharply, poultry producers face a choice: absorb higher costs, raise prices, or reduce the number of birds they produce. 
 
The confluence of biological lag times, environmental shocks, labor shortages, and rising feed input costs points to sustained food inflation across global protein supply chains into FY27 
 


Ro Patel

@Ro_Patel My sister-in-law was a free ranch cattle rancher.  Very tough business between keeping the herd healthy, monitoring the newborns/vet bills, parasite control and sufficient feed.  Now in other regions/countries there is the screw worm threat.  All of this and more are affecting cattle count.  but I&#39;m bullish on WMT, every time I go into the store, there&#39;s a waiting line at the self checkout.

 My sister-in-law was a free ranch cattle rancher.  Very tough business between keeping the herd healthy, monitoring the newborns/vet bills, parasite control and sufficient feed.  Now in other regions/countries there is the screw worm threat.  All of this and more are affecting cattle count.  but I'm bullish on WMT, every time I go into the store, there's a waiting line at the self checkout.