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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

Metas Muse personal AI agent and the Meta Connect showcase are driving attention, with traders focused on early adoption, potential commerce integrations, and whether the product can become a meaningful source of growth. Optimism over Metas consumer-AI prospects and analyst upgrades competes with concerns about monetization, privacy, heavy AI spending, and a possible sell-the-news reaction after the stocks sharp run.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonalds shares sold off after management warned that sticky inflation and subdued restaurant traffic may persist, while its new growth plan and franchise investment raised concerns about near-term costs and returns. Traders are divided between viewing the outlook and consumer value pressures as ongoing headwinds and seeing the sharp decline and oversold conditions as a buying opportunity.

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

Vikings proposed stock-and-convertible-note financing, following encouraging VK2735 obesity-drug maintenance results, is driving debate: critics see dilution and poor timing as a drag on momentum, while supporters say the funding strengthens the companys ability to advance the drug and negotiate from a position of strength. Traders remain focused on the trial data and speculate about a potential partnership or buyout, neither of which is confirmed.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys strong Q2 results and upbeat outlook, driven by growth in its Vector-powered advertising business, have fueled a turnaround narrative and a wave of analyst upgrades. Traders are broadly encouraged by improving execution and potential competition with AppLovin, while some caution that the rally may be stretched and question whether the growth is sustainable.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas acquisition-led expansion in defense and autonomous systems is a major discussion point, with bulls seeing a broader integrated platform and skeptics citing dilution, integration risk, and a lack of organic contract updates. Traders are also focused on the stocks difficulty holding above the $7.50$8 area, debating whether heavy short interest could fuel a squeeze or keep the shares range-bound.

GRAIL, Inc. operates as a commercial-stage healthcare company, which engages in the development of a technology for early detection of cancer. It utilizes machine learning, software, and automation to detect and identify multiple deadly cancer types in earlier stages. The company was founded by Jeffrey T. Huber, William H. Rastetter, Mostafa Ronaghi, and Richard D. Klausner on September 11, 2015 and is headquartered in Menlo Park, CA.

GRAIL Inc.

GRAIL is drawing attention after Galleri missed the NHS-Galleri trials primary endpoint for reducing Stage III/IV cancer diagnoses, prompting a sharp selloff. Traders are split between viewing the result as a major setback and pointing to improved detection trends, available cash, and the pending U.S. FDA review as reasons the reaction may be overdone.

Amarin Corp. Plc is a pharmaceutical company, which focuses on the commercialization and development of therapeutics for cardiovascular health. It focuses on the development and commercialization of Vascepa capsules. The company was founded by Geoffrey William Guy on March 1, 1989 and is headquartered in Dublin, Ireland.

Amarin Corp - ADR

Novartiss Phase 3 HORIZON failure has refocused attention on Amarins Vascepa, with traders arguing that its established cardiovascular-outcomes data could make it more strategically attractive to large pharmaceutical companies. Skeptics counter that generic competition, Amarins one-product profile, and uncertainty around the LR-EtEPA patent limit any near-term buyout case.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets sharp selloff is being linked to rising Treasury yields and renewed rate-hike fears weighing on growth stocks, alongside concern that Metas Muse could intensify competition in AI and search. Traders disagree on whether the move overstates the threat, with bulls citing Googles Gemini and established platform advantages while bears point to growing competitive pressure.

Jersey Mike's Subs, Inc. engages in franchising fast casual, submarine-style sandwich restaurants specializing in authentic, hand-crafted, and craveable subs. The company was founded by Peter Cancro in 1956 and is headquartered in Tinton Falls, NJ.

Jersey Mike`s Subs Inc. - Ordinary Shares - Class A

Jersey Mike's Subs is seeing significant trading activity following its recent market debut, with the community split between bullish sentiment over the brand's growth potential and skepticism regarding its high valuation and debt load. Many traders are debating whether the company can sustain its rapid expansion and compete effectively, with some expressing interest in long-term positions while others remain cautious, citing concerns over high prices and private equity involvement.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastlys investor day and its AI-focused product roadmap are driving attention, with traders viewing edge computing and agentic-AI traffic as potential growth catalysts; some also cite claims about Fastly handling Meta Muse traffic. The bullish re-rating narrative is tempered by skepticism about whether AI demand can translate into durable economics, alongside concerns that the sharp rally may fade.

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$ARE I was considering buying more today but probbaly will watch the price action for the next month or so before deciding 👍! Seems to be at a pretty stable price recently near what I would consider the bottom end of fair value. Interesting that there seems to be some bigger block sells recently, you would think most institutions would want to hold it until the dividend especially when there has been so much near term strength and positive biotech catalysts

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Alexandria Real Estate Equities Inc.

 I was considering buying more today but probbaly will watch the price action for the next month or so before deciding 👍! Seems to be at a pretty stable price recently near what I would consider the bottom end of fair value. Interesting that there seems to be some bigger block sells recently, you would think most institutions would want to hold it until the dividend especially when there has been so much near term strength and positive biotech catalysts