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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors digest a strong earnings report highlighted by double-digit growth in cloud and AI revenue, though the stock is experiencing volatile after-hours price action. The community remains deeply divided, with bulls pointing to the impressive Azure results and robust institutional demand, while skeptics are focused on rising capex and market-wide skepticism toward the long-term profitability of AI investments.

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

Amazon is at the center of a massive market event, with investor focus fixated on whether the company's aggressive AI capital expenditures are yielding structural margin expansion. The community is sharply divided, balancing bullish enthusiasm for AWS cloud dominance and custom silicon growth against concerns that elevated spending could pressure near-term cash flow.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is drawing intense investor scrutiny as the market weighs a significant earnings beat against concerns over escalating capital expenditure guidance. The community is sharply divided, with bulls pointing to the company's robust profitability and ad revenue growth as proof that AI infrastructure investments will yield long-term gains, while bears are aggressively flagging rising costs and regulatory headwinds as potential threats to the stock's future performance.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is experiencing a significant surge driven by excitement surrounding a reported partnership with OpenAI to develop custom chips for AI-focused smartphones. While the stock has faced historical volatility, investors are actively discussing its pivot from a mobile-handset provider to a diversified AI and automotive powerhouse, with many viewing the current setup as an asymmetric opportunity leading into upcoming quarterly results.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as investors aggressively position themselves ahead of the company's major earnings report, fueled by bullish sentiment surrounding its competitive standing in the cloud and AI sectors. The community is actively debating the stock's valuation versus peers while closely monitoring the impact of massive AI infrastructure spending on future profitability.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is seeing significant community enthusiasm driven by its deepening integration into physical AI and automotive safety, bolstered by high-profile partnerships with NVIDIA and major EV manufacturers. Traders are closely monitoring a key debt-related price threshold that could trigger a forced conversion of notes, fueling speculation about a potential breakout as the company continues its pivot toward long-term growth and recurring revenue.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is seeing heightened market attention following a massive surge in enterprise AI adoption and significant commercial cloud wins that continue to validate the company's full-stack AI infrastructure investments. The community is actively debating the company's aggressive capital expenditure strategy, balancing long-term moat-building against near-term compute constraints and margin pressures.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing intense community volatility driven by speculation over a potential hyperscaler partnership, compounded by aggressive short selling and options market manipulation. While some investors are banking on imminent infrastructure catalysts like the Sweetwater site energization to drive a breakout, others are concerned about management's communication and the potential for dilution to fund capital-intensive growth.

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 Technologies is trending as investors react to a triple-beat earnings report that resulted in a sharp double-digit share price decline. The community remains deeply divided, with some users labeling the move as market manipulation or a buying opportunity, while others express frustration over share dilution and the stock's lack of upward momentum despite strong revenue growth.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors aggressively reposition the legacy telecom giant as an AI-driven infrastructure play, bolstered by strategic partnerships with Nvidia and strong data center demand. The community is actively debating the stock's potential for a massive rally, with many highlighting recent analyst upgrades and institutional inflows as catalysts for further growth.

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Only new today from $ABBV interest in obesity  is oral , on top or late stage and focus on leadership ( as expected from Abbv to have BIC and not worry about money  ) and tolerability .   
Looks like BP getting a push in interest from $NVO oral peptide performance. 

$VKTX can give abbv oral BIC GLP1 GIP starting phase 3 soon and an oral amylin ( abbv had long term desire in having BIC amylin ).    Overall VK is best fit for Abbv and if no deal this year , I would say VK CEO to blame.  He or bank needs to leak ( $RVMD style ) or do something to align ask - bid numbers.

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Alex Kirsh

Your favorite Viking investor.

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$VKTX M&amp;A strategy and appetite for large-scale deals 
 
&quot;AbbVie remains open to acquisitions in neuroscience, oncology, and obesity, focusing on differentiated assets that can drive growth in the 2030s. 
Management emphasized they do not &#39;need&#39; M&amp;A to meet current growth targets but have the financial capacity to pursue both early and late-stage opportunities.&quot;

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Viking Therapeutics Inc

Viking Therapeutics is seeing continued investor interest despite recent share price volatility, with the community closely tracking the company's progress on Phase 3 trials and the upcoming maintenance dosing study expected later this year. While some participants express frustration over management's communication style and stock price performance, many long-term holders remain bullish, emphasizing the potential for superior efficacy and the strategic value of Viking's oral and subcutaneous pipeline assets as key catalysts.

Revolution Medicines Inc

 interest in obesity  is oral , on top or late stage and focus on leadership ( as expected from Abbv to have BIC and not worry about money  ) and tolerability .   
Looks like BP getting a push in interest from 

 can give abbv oral BIC GLP1 GIP starting phase 3 soon and an oral amylin ( abbv had long term desire in having BIC amylin ).    Overall VK is best fit for Abbv and if no deal this year , I would say VK CEO to blame.  He or bank needs to leak ( 

 style ) or do something to align ask - bid numbers.

Biolover

@biolover 

I agree with your general sentiment but no BD changes will occur prior to maintenance trial. Yes, very small numbers but lots of PK data to be gleaned and will help prove PO viability.

 

I agree with your general sentiment but no BD changes will occur prior to maintenance trial. Yes, very small numbers but lots of PK data to be gleaned and will help prove PO viability.