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Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, NEREUS, Ponvory, and HETLIOZAccess. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending after receiving FDA approval for BYSANTI, a new chemical entity with patent protection until 2044 for treating bipolar I disorder and schizophrenia. The community is actively debating the stock's significant undervaluation given this second recent approval, speculating on a potential buyout by larger pharmaceutical companies.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending following recent exceptional Phase 2 clinical trial results for its lead drug in axial spondyloarthritis, demonstrating strong efficacy and potential disease-modifying effects. The community is highly bullish, anticipating further positive updates at an upcoming investor day and widely discussing the stock's significant undervaluation amid perceptions of market manipulation.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike faces a sharp sell-off across the cybersecurity sector, driven by market fears that Anthropic's new AI code security tool will disrupt traditional offerings. The community is fiercely debating whether this is an irrational overreaction, with many highlighting CRWD's distinct endpoint and cloud security services and arguing that AI-driven threats will actually increase demand for established cybersecurity leaders.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending as reports surface of unsolicited takeover interest from rivals, some eyeing the entire company while others target specific assets like Venmo or Braintree following its significant stock slump. The community is actively debating potential buyers and buyout prices, largely driven by the belief that the fintech giant is fundamentally undervalued given its substantial free cash flow and ongoing share buyback program.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF ($IGV) is experiencing a significant sell-off and hitting new lows, fueled by widespread community fear that Anthropic's Claude AI tools will disrupt and replace traditional software. This "SaaS-pocalypse" is sparking intense debate among investors over whether the market's aggressive reaction is an overblown narrative or a fundamental threat.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit is trending as the software sector faces a steep sell-off driven by fears that AI could disrupt its core business, despite counter-arguments that AI will enhance its established platforms. With earnings approaching, the community is fiercely divided between those who view the decline as an oversold buying opportunity and those who believe the AI threat justifies further downside.

Avalanche is a high throughput smart contract blockchain platform. Validators secure the network through a proof-of-stake consensus protocol. It is said to be fast, low cost, and environmental friendly.

Avalanche

The community is fiercely debating Avalanche's substantial price drop to multi-year lows, driven by upcoming token unlocks and the disappointing lack of initial inflows for its recently launched ETF. This deep bearish sentiment persists despite its strong underlying fundamentals and institutional traction in real-world asset tokenization, exacerbated by broader crypto market volatility and regulatory uncertainty.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is facing intense selling pressure, hitting new lows, as the cybersecurity sector grapples with fears that AI tools like Anthropic's Claude Code Security could disrupt existing solutions, prompting community debate between panic selling and 'buy the dip' opportunities ahead of its earnings report.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is surging after Novo Nordisk's weight-loss drug CagriSema underperformed Eli Lilly's tirzepatide, intensifying speculation that Viking's VK2735, a dual GLP-1/GIP agonist with strong tolerability, is now an even more critical acquisition target for major pharma amid a significant short interest.

Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.

Mastercard Incorporated - Ordinary Shares - Class A

Mastercard Inc

Mastercard is trending due to its proactive integration of AI in payments and robust earnings report, while the community actively debates both the disruptive potential of AI in financial services and the indirect market impact of proposed credit card regulations.

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Rebalanced core portfolio 9/19/2025 
Top sells 
INDUSTRIALS $AIRR 
TECH $VGT 
SMALL VALUE $RWJ 
COMMUNICATIONS $ESPO 
CONSUMER DISCRETIONARY $XLY

Mithras

Millicent Johnson

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First Trust Exchange-Traded Fund III - First Trust RBA American Industrial Renaissance ETF

Vanguard Information Technology ETF

Invesco S&P SmallCap 600 Revenue ETF

VanEck Video Gaming and eSports ETF

Consumer Discretionary Select Sector SPDR Fund

Rebalanced core portfolio 9/19/2025 
Top sells 
INDUSTRIALS 

Vanguard Total Bond Market ETF

Vanguard Extended Duration Treasury ETF

iShares 20+ Year Treasury Bond ETF

United States Oil Fund

Invesco S&P SmallCap Consumer Staples ETF

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@SemiRetiredBlueCollarGuy been watching $AIRR take off, think it’s too late to start a position? It’s cruising my beloved $VGT YTD.

 take off, think it’s too late to start a position? It’s cruising my beloved 

First Trust Exchange-Traded Fund III - First Trust Water ETF

Landbridge Company LLC

First Trust Exchange-Traded Fund III - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

Pulmonx Corp

Cloudflare Inc

Gain Therapeutics Inc

Kali X

@7e7en I don&#39;t know that it&#39;s too late. morningstar show&#39;s $AIRR as a small cap growth industrials fund and i don&#39;t think the rotation into small caps is over yet. It doesn&#39;t need to be either/or, you could just allocate a small portion of your portfolio to it. i have 4% of my portfolio in AIRR and it&#39;s currently one my best performing positions. been quite pleased with it. my 8 best performing positions:

 I don't know that it's too late. morningstar show's 

 as a small cap growth industrials fund and i don't think the rotation into small caps is over yet. It doesn't need to be either/or, you could just allocate a small portion of your portfolio to it. i have 4% of my portfolio in AIRR and it's currently one my best performing positions. been quite pleased with it. my 8 best performing positions:

@SemiRetiredBlueCollarGuy thanks, appreciate the reply and screenshot. Had $GRID the radar too so will have to take a look there, and that $FIW is new to me, very interesting will add it to the list. 🙏

 thanks, appreciate the reply and screenshot. Had 

 the radar too so will have to take a look there, and that 

 is new to me, very interesting will add it to the list. 🙏

@7e7en $FIW has been a great holding for us, and interesting too. when i first started tracking it and investing in it, morningstar had it in the miscellaneous sector category, i used it as my 1 single miscellaneous sector holding while simultaneously holding a broad basket natural resources etf. as time went on, morningstar put the water etfs into the natural resources category. so now i just own FIW and no other natural resources etf. kind of an odd duck, almost seems like it could be in the utilities category, but a fine holding no matter how morningstar decides to classify it. My oldest document in my files on FIW was from 1/20/018, so that&#39;s probably about when i began investing in it:

 has been a great holding for us, and interesting too. when i first started tracking it and investing in it, morningstar had it in the miscellaneous sector category, i used it as my 1 single miscellaneous sector holding while simultaneously holding a broad basket natural resources etf. as time went on, morningstar put the water etfs into the natural resources category. so now i just own FIW and no other natural resources etf. kind of an odd duck, almost seems like it could be in the utilities category, but a fine holding no matter how morningstar decides to classify it. My oldest document in my files on FIW was from 1/20/018, so that's probably about when i began investing in it: