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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is trending after a double-digit surge attributed largely to early traction for its Muse AI agent, reinforced by a Wells Fargo price-target raise heading into the Meta Connect conference. Bulls call the stock still cheap with Muse momentum and top app-store rankings, while bears view the move as overbought, point to Amazon blocking Muse from its shopping site, and speculate short covering and heavy call-option buying drove the spike, with some expecting Connect to become a sell-the-news event.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is drawing heavy attention after reportedly reaching a settlement with California and other state attorneys general to resolve litigation blocking its Warner Bros. Discovery merger, clearing a key path toward closing, with David Ellison telling staff the deal is targeted to close in roughly two weeks. The community is split: bulls see a cleared runway and possible short squeeze, while skeptics note the settlement is only reported, not officially confirmed, and frustrated posters attribute the stock's pullback on the news to 'sell the news' profit-taking and alleged short-selling manipulation.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

CRML is surging after the U.S. reached a security agreement with Denmark and Greenland granting Washington permanent security rights, which traders view as de-risking and potentially accelerating development of its Tanbreez rare earth project. Community sentiment is heavily bullish with widespread short-squeeze speculation, though skeptics note the pact covers security rather than mining rights and warn of a sell-the-news fade, with the Trump-Xi meeting on critical minerals seen as a key swing factor.

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

AMD is trending after shares surged to record highs and briefly pushed the chipmaker past a $1 trillion market capitalization for the first time, part of a broad semiconductor rally that also lifted Arm and Intel. The community is split between bulls celebrating the milestone and bears calling the valuation stretched and attempting to short the move, with several analyst downgrades circulating alongside the euphoria.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is selling off sharply after its Capital Markets Day, where long-term targets  including mid-single-digit revenue growth guidance through 2030 and plans for more than five new blockbusters  failed to reassure investors worried about Eli Lilly competition and looming semaglutide patent expirations. The community is split between bears calling the outlook a growth reset and criticizing management's credibility, and bulls arguing the stock is oversold on its cheap valuation, with some pointing to positive CagriSema head-to-head trial data as overlooked.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is drawing attention as its Nasdaq-100 weighting more than doubles to 2.82% from roughly 1.28% in the quarterly index rebalance, with traders debating how much passive fund buying will materialize. Bulls cite the mechanical index demand, Starship launch anticipation, and a new NASA crew-contract award, while bears point to insider selling, a large share unlock ahead, and the stock lagging a strong market rally.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package and International Package. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

United Parcel Service shares have slid to multi-month lows and broken below widely watched support levels, splitting the community between dip-buyers who see a high-yield cash cow on sale and skeptics who argue the turnaround remains unproven after the Amazon volume pullback, network closures and layoffs, high labor and fuel costs, and growing doubts about dividend sustainability. Some traders also attribute the weakness to money rotating into the tech rally, noting the stock keeps declining even as the broader market rises and oil prices fall.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending as traders point to elevated short interestcited at roughly 30% of the floatamid the stock's push above multi-month resistance, fueling short-squeeze speculation. Discussion also centers on anticipated preclinical oncology data for its Matrix-M adjuvant with an unnamed top-10 pharma partner and pending partner catalysts such as Sanofi's COVID-flu combination Phase 3 trial, though skeptics note prior management conference appearances produced no signed deal and have historically weighed on the stock.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is drawing heavy attention ahead of its upcoming fiscal Q2 earnings report, with traders citing analyst previews from RBC and CIBC suggesting results could land at or above expectations, alongside Jim Cramer's bullish on-air call and the QNXSift partnership that reinforced the QNX physical AI/robotics narrative. Community sentiment splits between bulls expecting a beat-and-raise and possible short squeeze, and skeptics warning of guidance risk, insider selling, and the stock's history of fading after prior beats.

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

SoFi is trending as traders vent frustration over the stock's flat, range-bound price action even as the broader market and fintech peers like Robinhood rally, with the community split over the cause  rate-hike sensitivity, dilution, and short-selling pressure versus a bull case built on strong growth and profitability. A Citizens Bank lawsuit accusing SoFi of poaching mortgage employees and racketeering is also a prominent discussion point, with traders divided on whether it is a serious threat or a nuisance claim.

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$TSLA I just sold META at 740 300K. Now back in TSLA.

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 I just sold META at 740 300K. Now back in TSLA.