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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

A sharp AI- and semiconductor-led rebound, amplified by heavy call buying and perceived gamma/short-squeeze dynamics, has driven AMDs attention; traders largely view the rate hike as already priced in. Bulls cite sustained AI demand and breakout momentum, while bears warn that the move is overextended and valuation risks a pullback.

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

CoreWeaves proposed convertible-notes financing and at-the-market share-sale program have drawn attention, with traders focused on potential dilution and the companys heavy debt burden. Some view the capital raise as necessary to fund expanding AI compute capacity and support strong customer commitments, while bearish commentary argues that repeated financing could pressure shareholders and keep the stock volatile.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps launch and demonstration of its Specs augmented-reality glasses and Specs Intelligence AI assistant, alongside enterprise integrations, is driving attention. Traders are split between optimism that the technology and partnerships could create new computing and revenue opportunities and skepticism over the glasses high price, limited demand evidence, management credibility, and the stocks muted reaction.

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

Patrick Soon-Shiongs Nant Capital investment in PDS Biotech and related licensing discussions have renewed attention on ImmunityBios broader cancer-immunotherapy strategy and potential Anktiva synergies. Traders are also debating whether IBRXs high-volume move reflects institutional buying, short-covering and broader biotech strength rather than a confirmed company-specific announcement.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

Speculation around share buybacks, insider buying and an options-driven gamma/short squeeze is driving attention, with traders also watching for a catalyst from Ryan Cohen or Roaring Kitty. Bulls expect call-option activity and elevated borrow costs to pressure shorts, while skeptics point to low volume, range-bound trading and the absence of a confirmed announcement.

Goodyear Tire & Rubber Co. engages in the development, manufacture, distribution, and sale of tires. It operates through the following geographical segments: Americas, Europe, Middle East, and Africa, and Asia Pacific. The Americas segment is involved in the development, manufacture, distribution, and sale of tires and related products and services in North, Central, and South America. The Europe, Middle East, and Africa segment focuses on the development, manufacture, distribution, and sale of tires for automobiles, trucks, buses, aircraft, motorcycles, earthmoving, mining, and industrial equipment throughout Europe, the Middle East, and Africa. The Asia Pacific segment refers to the development, manufacture, distribution, and sales of tires for automobiles, trucks, buses, aircraft, farm, earthmoving, mining, and industrial equipment throughout the Asia Pacific region. The company was founded by Frank A. Seiberling on August 29, 1898 and is headquartered in Akron, OH.

Goodyear Tire & Rubber Co.

Speculation about a potential buyout or taking Goodyear privatesometimes linked to David Tepper or tire-industry competitorsis driving attention, alongside bets on an oversold rebound or short squeeze. Traders remain sharply divided, with bulls citing the depressed valuation and turnaround potential while bears focus on heavy debt, losses, oil-sensitive costs, and bankruptcy risk.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Merck and Modernas positive Phase 3 personalized melanoma-vaccine results are drawing attention to Tempus because Personalis genomic technology, which Tempus plans to acquire, supported the program. Traders view the development as validation of Tempus precision-medicine strategy, while others characterize the move as a sympathy rally amplified by short interest and options activity and question the valuation.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeings CEO said stabilizing 737 production at the targeted rate is taking longer than expected because of wing-production constraints, while slower 787 ramp-up and potential SPEEA strike risks also weighed on sentiment. Traders largely reacted bearishly to the conference comments, though some viewed the selloff as an overreaction and pointed to MAX 10 certification, strong backlog, and unchanged cash-flow guidance as positives.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

The launch of a large at-the-market equity offering has put dilution and recurring insider selling at the center of OKLOs discussion, with traders split between expecting further downside and viewing the selloff as an accumulation opportunity. Bulls continue to point to long-term nuclear demand from AI data centers and potential regulatory or power-contract catalysts, while skeptics focus on the companys pre-revenue status and financing needs.

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

A Ninth Circuit ruling that states can regulate or ban sports-event contracts as gambling, rejecting Kalshis argument that they are federally regulated swaps, is driving attention as a potential regulatory win for DraftKings and a setback for prediction-market competitors. Traders remain divided over whether the decision will materially improve DraftKings long-term growth, given possible Supreme Court review, continued competition, and concerns about profitability and management execution.

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$TBN - this is a long interview (over an hour)… and the interviewer is obviously a    ”homer” but interesting nonetheless. covers pretty much everything that Tamboran is doing in the basin https://youtu.be/vIVZb5VxEIM

Philip de Vries

Today we had the pleasure of hosting Todd Abbott, Chief Executive Officer of Tamboran Resources, and Dick Stoneburner, Chairman of Tamboran's Board, for a conversation recorded on location in Daly Waters, Northern Territory, Australia, a town of roughly 55 people.

YouTube

"200 Tcf of Recoverable Gas in the Beetaloo Basin" - Todd Abbott & Dick Stoneburner, Tamboran

StockTwits Web

Tamboran Resources Corp.

 - this is a long interview (over an hour)… and the interviewer is obviously a    ”homer” but interesting nonetheless. covers pretty much everything that Tamboran is doing in the basin 