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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

Microsofts advance toward record territory is fueled by optimism around Azure and its Maia 300 custom AI chip plans, alongside bullish analyst calls. Traders are largely encouraged by the AI and cloud outlook, while others flag stretched trading and resistance near prior highs and question whether heavy AI investment will deliver sufficient returns.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

Liquidias global settlement with United Therapeutics resolves the patent litigation and preserves YUTREPIA sales for PAH, while the PH-ILD indication is being removed. Traders welcome the reduced risk of a broader market pullback and speculate about short covering, but others worry about the settlement burden and lost PH-ILD market opportunity.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is caught in a memory-sector selloff as reported progress by Chinas CXMT on denser DRAM fuels competition concerns, alongside doubts about the financing and returns of AI infrastructure spending. Traders disagree over whether the threat is premature and the pullback a buying opportunity or a sign of further pressure on memory stocks and the Korean market.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment focuses on solutions to meet clients’ needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

Bank Of America Corp.

Bank of America Corp

A historic U.S. penalty over Bank of Americas anti-money-laundering and sanctions compliance failures is dominating discussion ahead of earnings. Traders are split between viewing the charge as a manageable, already-known hit and expecting further downside, while others are buying the dip and focusing on the upcoming results.

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

CEO Ryan Cohens latest open-market purchase of 844,130 GameStop shares is driving attention, extending a recent buying streak. Many traders view the insider buying and stocks strength near its 52-week high as bullish and speculate about a short squeeze, while skeptics question whether the purchases signal a larger company catalyst or can sustain the rally.

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

CoreWeave is drawing attention amid a selloff in AI-infrastructure stocks after OpenAIs reported revenue run rate came in below the widely circulated figure, prompting fresh questions about whether AI demand can support the sectors costly buildout. Traders are divided between calling the move an overreaction and buying the dip, and warning that CoreWeaves debt, financing needs and cash burn make it vulnerable.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digitals proposed zero-interest convertible-note offering has driven a sharp selloff, with traders concerned about potential dilution, the concurrent share exchange, and hedging pressure. Others argue the financing could support its AI data-center expansion on favorable terms, leaving the debate centered on long-term growth versus near-term shareholder impact.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

A sharp XCN upswing has traders focused on whether the move can continue, with bullish posts pointing to higher lows, oversold indicators and a possible Bitcoin rebound. Others question the rallys strength, describing it as low-volume or a possible pump-and-dump.

iShares Trust - iShares 7-10 Year Treasury Bond ETF

iShares 7-10 Year Treasury Bond ETF

Rising Treasury yields and expectations for rates to stay higher for longer dominate discussion, as traders weigh inflation and potential Fed tightening against IEFs bond-price outlook. Bearish concerns about further losses are prominent, though some traders view the selloff as overdone and anticipate a rebound.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgans Q3 earnings misslinked by traders to weaker fixed-income trading and a securities losshas driven discussion, while stronger net interest income and an improved outlook are cited as offsets. Traders are split between criticizing the results and questioning the stocks resilience after it held up or rebounded despite the miss.

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$HIMS I think people have short memories. Remember back in November and December 2024: short float was over 30% and there was all that GLP-1 speculation. The price was at the same level back then, and that price didn&#39;t even factor in GLP-1. A year later, it&#39;s the same story and the same speculation, but with much stronger fundamentals. Short it all you want, I’m buying! 😉

P.S.: When I hear investors say the investment thesis has changed, it usually means:

1) You based your whole thesis on GLP-1
2) You don&#39;t have the stomach for this kind of volatility

Just saying!

David Gomez

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Hims & Hers Health Inc

 I think people have short memories. Remember back in November and December 2024: short float was over 30% and there was all that GLP-1 speculation. The price was at the same level back then, and that price didn't even factor in GLP-1. A year later, it's the same story and the same speculation, but with much stronger fundamentals. Short it all you want, I’m buying! 😉

P.S.: When I hear investors say the investment thesis has changed, it usually means:

1) You based your whole thesis on GLP-1
2) You don't have the stomach for this kind of volatility

Just saying!

Alex B.

@br0alX4 I didn&#39;t see 1 person who is long the stock saying his thesis changed based on recent news, it&#39;s all shorts, put holders and NVO LLY investors who&#39;s thesis on HIMS changed 😄🙂🙂

Hammrrd

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 I didn't see 1 person who is long the stock saying his thesis changed based on recent news, it's all shorts, put holders and NVO LLY investors who's thesis on HIMS changed 😄🙂🙂

@Street_Credibility I’ve seen some X or  YouTube &#39;value investors&#39; test the waters and immediately chicken out as soon as the CEO dumped shares or the NVO deal collapsed. If HIMS can offer generics in Canada, it&#39;ll hit the US sooner or later (or maybe not at all). It doesn&#39;t matter; HIMS is creating its own ecosystem and it&#39;s a winning play.

 I’ve seen some X or  YouTube 'value investors' test the waters and immediately chicken out as soon as the CEO dumped shares or the NVO deal collapsed. If HIMS can offer generics in Canada, it'll hit the US sooner or later (or maybe not at all). It doesn't matter; HIMS is creating its own ecosystem and it's a winning play.