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Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune is trending as the community keenly anticipates 48-week IMPACT Phase 2b trial data for its MASH treatment, Pemvidutide, following reports of improved antifibrotic activity and favorable tolerability. Excitement is high around the FDA's support for advancing to a Phase 3 trial and the integration of AI-assisted pathology reads, driving intense speculation about potential strategic partnerships or acquisitions.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending lower following its recent financial results, which highlighted weak demand in the crucial China market and concerns over gross margin compression. Community discussion centers on whether the brand is losing appeal to younger consumers amidst rising competition and questions around management's strategy, with some viewing the dip as a buying opportunity while others express long-term skepticism.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is trending amid an escalating legal battle, with the company filing a lawsuit alleging stock manipulation by certain investment funds. This high-stakes action has fueled intense community debate, as investors grapple with GRRR's continued stock decline despite recent positive business developments, including substantial contracts and an expanded share buyback program. Many believe the stock is deeply undervalued and is being suppressed by targeted short activity and external pressures unrelated to its core AI and infrastructure business.

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 (LUNR) is capturing market attention following bullish analyst upgrades and the confirmation of Jared Isaacman as NASA Administrator, aligning with a new White House executive order for American space superiority. The community is highly anticipating the imminent, multi-billion-dollar Lunar Terrain Vehicle (LTV) contract award, believing LUNR is a leading contender due to its proven lunar mission success. This confluence of catalysts, coupled with heavy short interest, suggests continued volatility and strong upside potential.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as new developments in its autonomous driving technology, including an in-house AI chip and expanded hands-free driving capabilities, are re-energizing investor conversation. The community is actively discussing how these advancements, alongside the anticipated R2 vehicle, position Rivian as a significant player evolving beyond a traditional EV manufacturer, fueling expectations of substantial growth.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata (INOD) is gaining significant attention as investors keenly anticipate a transformative strategic partnership, potentially with a major government or military contractor, expected to be announced before year-end. While bulls are confident in a substantial rally from current oversold conditions, citing INOD's strong fundamentals in the booming AI data training sector, skeptics voice concerns over past delays and the stock's ability to overcome broader market headwinds and institutional buying limitations.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is experiencing significant volatility driven by an upcoming shareholder vote on increasing authorized shares, fueling concerns about potential dilution, and a major investor's planned divestment. Despite its unique NRC-certified SMR technology being touted as crucial for AI's immense energy demands, community sentiment remains sharply divided between those labeling it a "scam" due to recent declines and others seeing a "generational buying opportunity" in the long-term nuclear power narrative.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending following stronger-than-expected financial results, driven by ongoing cost-cutting and network transformation initiatives. The community is actively debating the significance of the earnings beat and raised outlook, with bulls anticipating further upside, while others express caution regarding potential impacts from expiring trade exemptions and fierce industry competition. The immediate market reaction has been a key talking point, with some noting limited sustained gains despite the positive report.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is actively trending following a stronger-than-expected fiscal Q4 earnings report, driven by increasing optimism around its potential to capitalize on significant data center energy opportunities. The community is buzzing with speculation about FCEL becoming a prominent "AI energy play," highlighting its natural gas-fueled solutions as a timely answer to powering the surging demands of digital infrastructure. While some investors express long-term profit skepticism, the narrative of improving technology and substantial market potential is driving active discussion and interest.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is actively trending following a landmark executive order to reclassify marijuana to Schedule III, a historic move recognizing its medical value and prompting Tilray's launch of Tilray Medical USA to expand its U.S. operations. Community discussions are vibrant, with many anticipating significant financial benefits like tax relief and broader market access, despite some short-term price volatility attributed to a "sell the news" reaction.

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$SPX $SPY $IJH $IWM $QQQ  Finally, although we cannot rely on a single indicator like sentiment to say a significant bottom has been reached, the observation I made on $TNX earlier, along with the recent holding of the markets above the June lows for major indexes noted, and the rate at which rates have been rising, together point to a potential significant inflection point meaning a sustainable bounce in the equity and, yes, even the bond market.  IMO.  The caveat I stated at the end of the prior message.  3/3

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  Finally, although we cannot rely on a single indicator like sentiment to say a significant bottom has been reached, the observation I made on 

 earlier, along with the recent holding of the markets above the June lows for major indexes noted, and the rate at which rates have been rising, together point to a potential significant inflection point meaning a sustainable bounce in the equity and, yes, even the bond market.  IMO.  The caveat I stated at the end of the prior message.  3/3