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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is facing significant investor frustration and negative sentiment driven by a lawsuit alleging the company collects and sells consumer data without consent, which community members fear could disrupt ad revenue and growth. Despite the company's $25 billion buyback authorization, investors remain skeptical as management has yet to aggressively repurchase shares, fueling accusations of manipulation and leading many to compare the stock's sluggish performance unfavorably against the broader tech sector's gains.

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

ImmunityBio is trending as retail and institutional investors track international expansion efforts, including recent activity in Europe and the Middle East, while anticipating a regulatory decision on their resubmitted sBLA. Community discussion is heavily focused on the company's global platform strategy and the potential for a short squeeze given the significant disparity between the high short interest and the limited public float.

Everspin Technologies, Inc. engages in the provision of magnetoresistive random access memory (MRAM) solutions. Its products include Toggle MRAM, Spin-transfer Torque MRAM, TMR Sensors, and Embedded MRAM. The company was founded by Saied Tehrani on May 16, 2008 and is headquartered in Chandler, AZ.

Everspin Technologies Inc

Everspin Technologies is experiencing a significant surge as investors and day traders pile into the stock, fueled by excitement over its specialized MRAM technology and its role in potential edge AI and space applications. The community is actively debating the stock's potential for a massive short squeeze while discussing recent defense contract news and speculating on whether the company is the next major memory sector play.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is experiencing significant volatility driven by intense community speculation surrounding an upcoming earnings report and the anticipation of a major Lunar Terrain Vehicle contract award. Investors are actively debating the company's growth trajectory and infrastructure potential, fueling high engagement as the stock attempts to consolidate near recent support levels.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as investors aggressively debate the timing of Phase 3 leukemia trial results, with the community split between concerns over trial delays and optimism regarding curative potential. Discussions are hyper-focused on the lack of an announced 80th trial event, which many bulls interpret as a sign of durable patient survival while bears cite trial protocol modifications and ongoing communication gaps as reasons for caution.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is trending as investors monitor ongoing legislative developments surrounding the Clarity Act and anticipation builds ahead of the upcoming earnings report. The community is actively debating the stock's potential for a breakout based on its role in stablecoin infrastructure, with many traders focused on identifying entry points during periods of price volatility.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is experiencing significant volatility driven by speculation surrounding Elon Musk joining a high-level trade delegation to China and optimism about potential FSD approvals. While the community is actively debating the company's high P/E ratio and the impact of the news, momentum traders are closely tracking key technical breakouts and potential short squeezes as the stock makes aggressive intraday moves.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius is facing significant downward pressure and extreme volatility following a strong earnings report, with shareholders expressing frustration over a perceived disconnect between solid growth and the stock's slide toward 52-week lows. The community is actively debating the impact of market manipulation, potential Alani Nu cannibalization, and how the company compares to legacy players like Monster in terms of valuation and market dominance.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech 100 is drawing significant investor interest as excitement builds around the highly anticipated SpaceX IPO and ongoing developments in AI firms like Anthropic. The community is actively debating the fund's current valuation relative to its underlying assets, with many participants viewing the stock as a key proxy for pre-IPO exposure to high-growth technology unicorns.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com is facing heightened volatility and selling pressure as investors grapple with the broader "SaaSpocalypse" narrative and concerns that agentic AI could disrupt traditional software workflows. While some in the community see the sharp decline as a deep-value buying opportunity given the company's strong revenue growth and healthy cash position, others remain skeptical, citing valuation concerns and the competitive threat posed by AI-native tools.

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$AMAT / $TSM 
 
The AI chip race is quietly shifting into a new phase. 
 
Applied Materials and TSMC are collaborating at a ~$5B EPIC Center, not just on capacity or supply, but on next-generation 3D transistors and energy-efficient chip design. 
 
What makes this interesting is that these investments don’t show up in near-term earnings, but often define the industry structure for years. 
 
So the question is: 
 is this just leaders extending their dominance  or   the early stage of a new technology cycle that hasn’t been fully priced yet? 
Free sharing and subscription  👉 @StockMacroView.

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Applied Materials Inc.

Taiwan Semiconductor Manufacturing - ADR

 
 
The AI chip race is quietly shifting into a new phase. 
 
Applied Materials and TSMC are collaborating at a ~$5B EPIC Center, not just on capacity or supply, but on next-generation 3D transistors and energy-efficient chip design. 
 
What makes this interesting is that these investments don’t show up in near-term earnings, but often define the industry structure for years. 
 
So the question is: 
 is this just leaders extending their dominance  or   the early stage of a new technology cycle that hasn’t been fully priced yet? 
Free sharing and subscription  👉 