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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is surging following a blowout quarterly earnings report that featured massive revenue growth and significantly raised guidance, driven by surging U.S. commercial demand. The community is actively debating the stock's valuation and momentum, with many investors celebrating the earnings beat while others remain focused on the stock's high volatility and aggressive analyst price target upgrades.

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 following record quarterly product revenue and continued international expansion, with the community actively debating the company's long-term commercial potential versus concerns over high operating expenses and near-term profitability. Investors are heavily focused on the timing of upcoming regulatory milestones and potential global partnerships as catalysts to drive future growth.

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 Mining is gaining momentum as investors pivot back toward AI infrastructure, buoyed by bullish hyperscaler capital expenditure outlooks that highlight a critical and growing shortage of power and data center capacity. The community is actively discussing the company's shift away from Bitcoin mining toward high-performance computing, focusing on the company's execution of long-term leased capacity as a primary indicator of its future value.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is currently trending as investors weigh strong advertiser demand and subscription growth against persistent concerns regarding leadership, governance, and the uncertain economic impact of its hardware initiatives ahead of upcoming earnings. While some in the community see the potential for a turnaround based on expanding margins and increased cash flow, others remain skeptical due to historical volatility and the influence of founder control on company performance.

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 currently trending as investors debate whether the stock is a deep-value turnaround play or a long-term trap following its decision to overhaul its digital distribution strategy in China. While community members remain divided over the brand's competitive outlook against emerging footwear rivals, many are closely watching for signs of institutional accumulation and a potential reversal from multi-year lows.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is facing intense scrutiny as investors weigh recent quarterly earnings beats and raised full-year guidance against persistent stock stagnation and frustration with leadership. While some market participants highlight the company's defensive value, high dividend yield, and oncology pipeline expansion as a potential turnaround play, many in the community remain vocal about their dissatisfaction with the stock's long-term performance and are actively debating the potential for future acquisitions to drive growth.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is seeing massive momentum as a key pick-and-shovel proxy for AI data center buildouts, with shares surging following a blowout earnings report that shattered records. While the community is debating whether this industrial giant is overvalued or if the infrastructure supercycle justifies its premium, bulls are celebrating the companys pivotal role in powering the AI buildout.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is currently trending due to a mixed second-quarter earnings report that missed revenue estimates and signaled softening U.S. same-store sales, sparking concerns about consumer spending. While some in the community see the stock as a discounted defensive play with a strong loyalty program, many others are debating whether rising menu prices and a challenging macroeconomic environment will continue to hamper near-term growth.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

Sterling Construction Company is trending as investors digest record-breaking quarterly results and raised guidance, highlighting the firm's pivotal role in supporting AI data center infrastructure. The community is actively debating the stock's valuation and the broader sustainability of the AI capex cycle while monitoring the stock's recent volatility surrounding its transition into mid-cap index status.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is seeing intense volatility as market participants debate the impact of potential U.S. restrictions on Chinese optical data center components. The community remains deeply divided, with bulls pointing to the company's U.S. manufacturing expansion as a competitive advantage while bears cite concerns regarding production costs, dilution, and history of poor margins.

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$AXSM 
Is it possible they are doing an offering ?
Even if earnings are not good it doesn’t change the narrative 
Has to be a reason for this precipitous drop - makes no sense

Fabio Volpato

K. P. Kennedy

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Axsome Therapeutics Inc

 
Is it possible they are doing an offering ?
Even if earnings are not good it doesn’t change the narrative 
Has to be a reason for this precipitous drop - makes no sense

WILLIAM CASTOR

A_Train 1

@deliverus that wouldn’t make much sense since they have a significant cash pool that will last them a long time plus they will start harvesting the benefits from the ADA launch. It will take a month or 2 before patients will start switching at scale but after that they should be moving towards cash flow positivity

 that wouldn’t make much sense since they have a significant cash pool that will last them a long time plus they will start harvesting the benefits from the ADA launch. It will take a month or 2 before patients will start switching at scale but after that they should be moving towards cash flow positivity

Erwin

@deliverus only reason I think it’s a bigger sector issue is that it’s not just AXSM dropping…many, many other bios pulling back at the same click. Ours just looks bigger because of the $ drop, but thr percentsge drop seems to be consistent with others like TGTX (59 to 47), NVO (62 to 46), Abbvie (260 to 246), MDGL (530 to 481), and other…even the smaller speculative ones like SLS (15 to 10) and IRBX (9.80 to 7.30) have similar pullbacks. That why I think it’s a rotation of funds, not AXSM specifically.

Yasdad

 only reason I think it’s a bigger sector issue is that it’s not just AXSM dropping…many, many other bios pulling back at the same click. Ours just looks bigger because of the $ drop, but thr percentsge drop seems to be consistent with others like TGTX (59 to 47), NVO (62 to 46), Abbvie (260 to 246), MDGL (530 to 481), and other…even the smaller speculative ones like SLS (15 to 10) and IRBX (9.80 to 7.30) have similar pullbacks. That why I think it’s a rotation of funds, not AXSM specifically.

@deliverus sector rotation is one possibility, another is that ppl might worry that the expenses will go much higher in q2 earnings?

 sector rotation is one possibility, another is that ppl might worry that the expenses will go much higher in q2 earnings?