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Ultragenyx Pharmaceutical, Inc. is a biopharmaceutical company, which engages in the identification, acquisition, development, and commercialization of novel products for the treatment of genetic diseases. Its products include Crysvita, Mepsevii, Dojolvi, and Evkeeza. The company was founded by Emil D. Kakkis in April 2010 and is headquartered in Novato, CA.

Ultragenyx Pharmaceutical Inc.

Ultragenyx Pharmaceutical Inc

FDA approval of UX111, the first gene therapy for Sanfilippo syndrome type A, is driving attention, with traders highlighting a new commercial asset and potential priority-review voucher. The community is broadly bullish but debating the muted share-price reaction, launch economics, and whether short covering or further company guidance is needed to support a stronger rerating.

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

A sharp AI- and semiconductor-led rebound has pushed AMD into focus, with traders citing strong demand for AI compute, bullish options flow, and a potential short squeeze while largely treating the rate hike as priced in. Bears counter that the move is overextended and valuation is excessive, warning that further rate hikes or an AI-spending slowdown could trigger a pullback.

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

A sharp, high-volume move without a confirmed IBRX-specific announcement has traders focused on technical breakout potential, institutional accumulation, and possible short covering. Debate centers on whether the rally reflects momentum and options activity or speculation about pending Anktiva catalysts, including papillary bladder-cancer approval, lymphopenia data, and other regulatory updates, with some traders warning of another fade.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves plan to raise capital through a multi-billion-dollar convertible-note offering and a potential 35-million-share ATM program has driven attention, with traders focused on dilution, leverage, and managements timing. Bulls argue the financing supports expansion amid higher-priced compute contracts and strong customer commitments, while bears view it as evidence of worsening capital needs and pressure on shareholders.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

A Ninth Circuit ruling that states can regulate Kalshi-style sports contracts as gambling, rather than federally regulated swaps, is drawing attention as a potential competitive and regulatory win for DraftKings ahead of football season. Traders remain divided over whether the decision meaningfully benefits DKNG, given ongoing appeals, prediction-market uncertainty, and concerns about profitability, dilution, and management execution.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps launch of its Specs augmented-reality glasses, Specs Intelligence AI assistant, and enterprise partnerships has driven attention. Traders are divided between those viewing the technology as a major computing opportunity and skeptics who cite the glasses high price, limited demand visibility, repeated sell-the-news fades, and distrust of management.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Reports that SK Hynix is in exploratory talks with Intel to potentially manufacture memory chips at Intels Ohio facility, or through a joint venture, are driving attention and bullish speculation around Intels foundry strategy. Traders are debating whether the potential partnership could improve Ohios economics and support a turnaround, while emphasizing that SK Hynix has said no agreement has been finalized and warning that the rally may fade if talks do not progress.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

A sustained move higher has drawn attention to GameStop, with traders speculating that share repurchases or insider buying are behind the steady demand and that call-option positioning could add gamma and short-squeeze pressure. Bullish traders expect further momentum, while skeptics point to low volume, range-bound trading, and the lack of a confirmed company announcement.

Generac Holdings, Inc. engages in the business of designing and manufacturing energy technology solutions. It operates under the Domestic and International segments. The Domestic segment includes the legacy Generac business and the acquisitions that are based in the United States and Canada. The International segment focuses on Generac business' Latin American export operations. The company was founded in 1959 and is headquartered in Waukesha, WI.

Generac Holdings Inc

A long-term Amazon agreement to supply backup generators for data centers has shifted Generacs narrative toward AI infrastructure and driven heavy bullish interest, with traders highlighting stronger multi-year revenue visibility and potential additional hyperscaler demand. The community is also debating profit-taking, warrant-related dilution, and whether the sharp gap higher will fade as the stock consolidates.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

A weaker-than-expected quarterly sales update and reduced full-year growth outlook, driven by slowing wholesale and Americas momentum, triggered a sharp selloff and renewed 52-week lows. Traders are divided between viewing the decline as an overreaction given strong direct-to-consumer growth and margins, and seeing it as evidence that Ons premium-growth story is losing momentum amid broader sportswear weakness.

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$AAPL Crossing fingers that the new healthcare is passed thru

GB100

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Apple Inc

 Crossing fingers that the new healthcare is passed thru

Stoxrun

@Stoxrun When will that news be announced?