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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group (DJT) is trending as the Supreme Court's decision to strike down Trump's tariffs fuels widespread community discussion, with many debating the implications for the economy and anticipating his next moves amidst concerns over potential new trade measures.

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 its cancer therapy, Anktiva, expands into Saudi Arabia and the MENA region, alongside European market entry, sparking intense community discussion about the company's global commercial ramp-up and potential for a significant short squeeze.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending due to an exaggerated market reaction to Anthropic's new "Claude Code Security," sparking fears of AI disruption across the cybersecurity sector. However, many in the community believe this FUD-driven sell-off is an irrational misunderstanding of CrowdStrike's enterprise offerings and presents a significant buying opportunity.

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, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave (CRWV) is actively trending amid intense debate surrounding a denied report of financing issues for a key data center, sparking community discussion over whether the dip is a short-seller "fake news" attack or a signal of genuine credit concerns ahead of its earnings report.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx is trending as investors reconcile robust IBSRELA growth and a significant patent extension to 2042 with the company's projected near-term profitability challenges due to increased operating expenses for R&D and sales expansion. The community is actively debating the perceived undervaluation, analyst upgrades, and persistent buyout speculation, particularly regarding Zydus Lifesciences, against the backdrop of broader market volatility.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending amidst expectations of its first adjusted operating profit, record-setting battery swap usage fueled by holiday travel, and reports of increased institutional investment. The community is actively discussing perceived stock price manipulation around key levels, with many anticipating a short squeeze as market dynamics evolve and recognizing the strategic value of NIO's battery swap infrastructure.

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

NKE is trending due to the ongoing anticipation of a Supreme Court ruling on past tariffs, sparking community debate and confusion over the stock's mixed reaction to what many perceive as potentially favorable news, alongside continued scrutiny of its turnaround strategy and recent layoffs.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian (TEAM) is trending amidst a steep sell-off, with community debate raging over whether AI poses an existential threat to its core software, contributing to a "SaaSpocalypse," despite the company reporting strong earnings and some viewing current levels as a "generational buying opportunity" amidst concerns about customer relationships and high stock-based compensation.

GitLab, Inc. engages in the intelligent DevSecOps platform for software innovation. The firm enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab's stock is experiencing extreme volatility following an earnings beat that was overshadowed by conservative guidance and persistent concerns about AI competition, leading to a sharp decline. Community sentiment is deeply divided between those anticipating a significant rebound or potential acquisition, and others who fear the company's long-term relevance in the rapidly evolving SaaS sector.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is attracting significant attention amid anticipation of strong Q4 earnings and an increasing cadence of launches, including a critical defense-focused hypersonic test mission. The community is actively debating recent volatility while highlighting the company's solid financial health, growing defense contracts, and the long-term potential of projects like the Neutron rocket in a rapidly expanding space economy.

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$MDNAF A longtime holders sold and I can relate. He brought up a good point regarding MDNA11 vs THOR 707 so I thought I put this here.  I&#39;m surprised David (substack) didn&#39;t deep dive this more: 
 
THOR-707 (Sanofi) 
✔ First-generation engineered IL-2 without IL-2Rα binding 
✔ Showed expected immune bias in early trials 
❌ Lower potency and clinical efficacy than hoped; program discontinued 
 
MDNA11  
✔ Next-generation IL-2 superkine with enhanced IL-2Rβ affinity and albumin fusion 
✔ Demonstrates promising clinical responses and durable immune cell expansion 
✔ Favorable safety and dosing profiles 
✔ Still actively in Phase 1/2 development 
 
Bottom line: Both drugs share a common immuno-oncology strategy — leverage IL-2 signaling to stimulate anti-tumor immunity without triggering regulatory T cells and toxicities — but MDNA11’s enhanced receptor engagement and extended half-life appear to translate into stronger, more durable clinical activity compared with THOR-707’s earlier approach.

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Medicenna Therapeutics Corp

 A longtime holders sold and I can relate. He brought up a good point regarding MDNA11 vs THOR 707 so I thought I put this here.  I'm surprised David (substack) didn't deep dive this more: 
 
THOR-707 (Sanofi) 
✔ First-generation engineered IL-2 without IL-2Rα binding 
✔ Showed expected immune bias in early trials 
❌ Lower potency and clinical efficacy than hoped; program discontinued 
 
MDNA11  
✔ Next-generation IL-2 superkine with enhanced IL-2Rβ affinity and albumin fusion 
✔ Demonstrates promising clinical responses and durable immune cell expansion 
✔ Favorable safety and dosing profiles 
✔ Still actively in Phase 1/2 development 
 
Bottom line: Both drugs share a common immuno-oncology strategy — leverage IL-2 signaling to stimulate anti-tumor immunity without triggering regulatory T cells and toxicities — but MDNA11’s enhanced receptor engagement and extended half-life appear to translate into stronger, more durable clinical activity compared with THOR-707’s earlier approach.