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Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple shares are trending amid a leadership transition as incoming CEO John Ternus takes the helm from Tim Cook, while traders closely monitor the upcoming product event and evaluate the company's valuation and market position.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors monitor the company's fiscal second-quarter earnings report, with sentiment focused on the outlook for AI server demand and backlog growth. Traders are comparing its performance and valuation metrics to those of Super Micro Computer and Hewlett Packard Enterprise to gauge the sustainability of the broader AI infrastructure rally.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending as traders closely monitor escalating tensions between the U.S. and Iran following military strikes in the Strait of Hormuz. While some participants bet on a supply-driven breakout to new highs, others are actively trading on speculation regarding potential peace deals, sanctions, or shifts in regional energy export routes.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Nasdaq-100 is experiencing volatility as traders react to rising geopolitical tensions in the Middle East following U.S. strikes against Iran, coupled with concerns over climbing Treasury yields and inflation. While the market has seen aggressive intraday dip-buying, the community remains divided between those viewing the price action as a rigged 'bull trap' and others maintaining a bullish stance due to strong tech-led momentum.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

Fervo Energy is trending following the announcement of its largest-ever power purchase agreement with Google, a development investors are interpreting as a major commercial validation of its enhanced geothermal technology. While bulls view the long-term contract as a critical de-risking event for the company's AI data center power thesis, bears express skepticism, pointing to the company's limited current revenue, significant losses, and concerns over future share dilution.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending as the community anticipates its fiscal fourth-quarter earnings report, with traders closely monitoring the potential impact of its platformization strategy and AI-driven growth. Sentiment is mixed, characterized by a mix of long-term bullishness on cybersecurity demand and concerns regarding the stock's premium valuation following a strong rally.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is trending as investors weigh strong AI-driven demand and solid fundamentals against recent price volatility and concerns about customer concentration. The conversation reflects a divide between participants viewing the pullback as a buying opportunity ahead of upcoming earnings and those reacting to broader market-related sector rotations.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is receiving significant attention as investors speculate on a pre-earnings run-up, with many participants citing bullish analyst price target revisions and anticipation of positive catalysts at the upcoming investor day. While some traders express frustration over recent price volatility and compare the company's performance to other hyperscalers, there is a clear divide between those aggressively buying the dip in anticipation of a rebound and short-sellers betting against the stock due to debt and valuation concerns.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending amid a broad market sell-off triggered by hawkish commentary regarding potential interest rate hikes, leading traders to express frustration over the stock's significant volatility and ongoing underperformance. While some investors view the decline as a long-term buying opportunity based on company growth and guidance, others argue that holding the asset represents a massive opportunity cost compared to other market performers.

Carnival Corp. Ltd. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corporation Ltd.

Carnival Corp

Carnival Corp shares are facing downward pressure as traders react to rising oil prices driven by escalating Middle East tensions and geopolitical instability. While the community remains divided, with many citing the company's robust fundamentals and share buyback program as a buying opportunity, others are concerned about the impact of volatile fuel costs and ongoing regional conflicts on the cruise industry.

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$LPCN a smaller confirmation study is my bet on the FDA meeting, which should fall within existing cash holdings. Will probably need to run some sort of dilution irregardless, but would be a recoverable option. A smaller slam dunk than what sould have been a big one.  
 
1/3 of the patients came from the anomalous site and there was a sudden influx of patients from that clinic. Despite it being double-blinded, I&#39;m surprised the company in charge did not flag that. This is why you always spend an extra dime to hire more reputable firms to run your trials. 
 
Will get back in depending on FDA readout, GL to all here.

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Lipocine Inc

 a smaller confirmation study is my bet on the FDA meeting, which should fall within existing cash holdings. Will probably need to run some sort of dilution irregardless, but would be a recoverable option. A smaller slam dunk than what sould have been a big one.  
 
1/3 of the patients came from the anomalous site and there was a sudden influx of patients from that clinic. Despite it being double-blinded, I'm surprised the company in charge did not flag that. This is why you always spend an extra dime to hire more reputable firms to run your trials. 
 
Will get back in depending on FDA readout, GL to all here.

Andrew Garfield

@agarfield  that seems to be the middle ground between

Bull case: File the NDA now and supplement with a confirmatory study. 

Bear case: disagree on post hoc analysis, run a full phase 3. 

We haven&#39;t seen this confirmed in the protocol, but I believe the new study will have an interim readout at the halfway point. I&#39;m hopeing a press release announcing 50% enrollment will boost in share price and an opportunity for a strategic ATM raise if they need it. 

What do you think of them adding Grissinger to the board? Do you think they&#39;re going to try to find a partnership to secure funding rather than looking for more ATM raises?

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  that seems to be the middle ground between

Bull case: File the NDA now and supplement with a confirmatory study. 

Bear case: disagree on post hoc analysis, run a full phase 3. 

We haven't seen this confirmed in the protocol, but I believe the new study will have an interim readout at the halfway point. I'm hopeing a press release announcing 50% enrollment will boost in share price and an opportunity for a strategic ATM raise if they need it. 

What do you think of them adding Grissinger to the board? Do you think they're going to try to find a partnership to secure funding rather than looking for more ATM raises?

@amazingcrwns good move with Grissinger, they seem like they might have actually learned from TLANDO.  
 
Problem will be FDA, of they are cooperative, probably see partnership terms next year. If they stonewall them, it&#39;s TLANDO all over again.

 good move with Grissinger, they seem like they might have actually learned from TLANDO.  
 
Problem will be FDA, of they are cooperative, probably see partnership terms next year. If they stonewall them, it's TLANDO all over again.