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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

Attention centers on the QUILT-2.005 Phase 3 readout of ANKTIVA plus BCG in BCG-naive bladder cancer, alongside Q3 results that traders hope will show continued commercial growth after the FDA expanded ANKTIVAs bladder-cancer label to include papillary-only disease. Bulls see the data and sales as potential validation of broader adoption, while skeptics question revenue momentum and point to volatility and short-selling pressure.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs upcoming Q3 report is the main focus, with traders debating whether a beat will be enough given the stocks high valuation and expectations for strong guidance. Bulls point to its AI growth and relative resilience, while bears warn that a merely solid quarter could trigger further selling amid a broader pullback in AI stocks.

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

SELLASs Phase 3 REGAL trial reached its 80-death threshold, triggering final analysis of GPS and putting the pending survival results at the center of discussion. Traders are divided between bullish expectations of a meaningful benefit and bearish concerns about efficacy, trial design and data interpretation; the share-price decline around the milestone has added to the debate.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results put its heavy AI and data-center spending, weak free-cash-flow outlook, and supplier-financing plans in focus, despite accelerating AWS growth. Traders are split between concern that capex and funding needs are outpacing returns and the view that AWS demand justifies the investment; many also highlighted the sharp post-earnings dip and subsequent rebound.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPaths steep selloff and analyst downgrades after its investor-day presentations are driving discussion, with skeptics questioning whether its agentic-AI plans can translate into faster growth and stronger customer adoption. Bulls counter that the companys orchestration products and enterprise AI opportunity are undervalued, while some traders blame short sellers for the weak price action.

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 under pressure after Intels weak outlook triggered a broader semiconductor selloff, while traders focus on AMDs upcoming earnings and whether its forward guidance can support high AI-growth expectations. Bulls see Intels weakness as a market-share opportunity for AMD; bears worry that concerns about AI spending returns and stretched valuations could weigh on the sector.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

Buzz around POETs apparent inclusion in Foxconns photonics ecosystem at Hon Hai Tech Day has revived speculation about FIT orders and commercialization. Traders see the showcase as validation of the optical-engine opportunity, while skeptics note that a demo or partnership does not establish production orders or meaningful revenue; that debate is sharpened by the share-price decline and anticipation around company updates.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Mercks quarterly results topped expectations and the company raised its full-year outlook, prompting bullish discussion about its business and share momentum. Traders also debated the longer-term potential of its Moderna-partnered melanoma vaccine, balancing optimism about the Phase 3 results against expectations that may already have been high.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Attention centers on Zevras scheduled Q3 results and the pending CHMP re-examination of MIPLYFFA after Europes earlier negative opinion, with an FDA follow-up on celiprolol also discussed as a potential catalyst. Traders are split between optimism about U.S. commercial growth and the companys cash position, and concern that the European decision may remain unfavorable and that management has not clearly addressed the regulatory challenges.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

A sharp selloff and the closing of a long-standing price gap have put AEHR under scrutiny ahead of its earnings report. Traders are split between seeing an oversold buying opportunity tied to the companys AI-driven growth outlook and expecting further downside amid valuation and execution concerns.

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$LULU 

Fresh management, zero debt, and expanding store footprints across international markets. Add high-profile sponsorships, an 8–10% float buyback, and a P/E under 8 at multi-year lows—how can you stay bearish?

People constantly claim they want generational value, but when it actually presents itself, they hesitate waiting for a lower bottom. At this valuation, it&#39;s a prime buyout target.

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Lululemon Athletica Inc

 

Fresh management, zero debt, and expanding store footprints across international markets. Add high-profile sponsorships, an 8–10% float buyback, and a P/E under 8 at multi-year lows—how can you stay bearish?

People constantly claim they want generational value, but when it actually presents itself, they hesitate waiting for a lower bottom. At this valuation, it's a prime buyout target.

@Stonks4us don’t forget net cash balance worth about 15% of MC

 don’t forget net cash balance worth about 15% of MC

Legitimate

@Stonks4us consumer behavior. Macro data matters. 

No one wants to buy 100$ pants when you can get better quality for 30$ of amazon. 

Same goes for Nike.. 

You see where inflation is going and spending capacity on 100$ pants? 

If we get free stimulus or it becomes a trend again,
Without it it’s a good brand that should be private company

 consumer behavior. Macro data matters. 

No one wants to buy 100$ pants when you can get better quality for 30$ of amazon. 

Same goes for Nike.. 

You see where inflation is going and spending capacity on 100$ pants? 

If we get free stimulus or it becomes a trend again,
Without it it’s a good brand that should be private company

Fresher

@Stonks4us It&#39;s a dead brand. It&#39;s no longer fashion, for anybody. And international expansion takes a lot of money and the primary EU and Pac countries are having economic problems. You going to sell a premium apparel line into them?

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 It's a dead brand. It's no longer fashion, for anybody. And international expansion takes a lot of money and the primary EU and Pac countries are having economic problems. You going to sell a premium apparel line into them?