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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is surging as a massive short squeeze unfolds, fueled by blowout quarterly results that showed a significant revenue beat and strong demand for its AI infrastructure capacity. The aggressive upward move is driving intense community discussion, with bulls celebrating the liquidation of short positions while mocking high-profile bearish investors.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is trending as investors gear up for an earnings report that the community hopes will validate the company's strong organic revenue growth and recent strategic government contracts. While some investors are concerned about potential volatility, many are focused on the firm's significant cash reserves and its positioning as a key player in the quantum sector.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing high volatility as investors track significant partnerships with industry leaders and debate its valuation ahead of upcoming earnings. Community sentiment is deeply split, with many traders speculating on a post-earnings swing while others express concern over the stock's recent price action and sector-wide weakness.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is trending after a massive earnings beat and upward guidance revision, fueled by a surge in AI infrastructure orders that signals a potential networking supercycle. While community members are debating whether the company is truly entering a growth renaissance or simply seeing a 'priced-in' reaction, active discussions are centered on how this AI-driven hardware demand may benefit the broader networking and data center sector.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendys is trending as investors rally behind reports that activist investor Nelson Peltz is preparing a bid to take the company private, sparking widespread speculation about potential buyout premiums and a significant short squeeze. Community sentiment is highly optimistic, with retail traders aggressively pushing to hold shares and increase buying pressure against a large short interest float.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp is trending as investors digest a strong earnings report featuring a revenue beat and upward guidance that underscores explosive demand for AI datacenter infrastructure. While some market participants debate the stock's recent volatility and valuation, the community remains intensely focused on the company's expanding manufacturing capacity and its critical role in the optical networking supercycle.

Omeros Corp. operates as a biopharmaceutical company, which engages in the research, discovery, development, and commercialization of small-molecule and protein therapeutics targeting immunologic diseases. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

Omeros Corp is trending as investors react to a negative opinion from the CHMP regarding the marketing authorization for YARTEMLEA in Europe, sparking volatility while the community debates the impact on the company's US growth trajectory. Sentiment remains divided, with many long-term investors pointing to the company's existing FDA approval, upcoming J-code reimbursement implementation, and ongoing efforts to seek a re-examination via an independent expert panel as reasons to remain positioned.

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 Inc. is currently a point of intense contention, with investors debating whether the stock is a value trap or a long-term turnaround opportunity amidst analyst downgrades and stiff competition. The community remains deeply divided, with many actively averaging down at current price levels in anticipation of a potential rebound, while others remain skeptical, pointing to broader sector challenges and a lack of clear near-term catalysts.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is currently facing intense selling pressure and high volatility following an earnings report where a slight revenue miss triggered a significant valuation pullback, leading to a divide between bearish analysts downgrading the stock and investors who view the current price as a generational buying opportunity due to strong fundamentals and ongoing share buybacks. The community is heavily focused on the stock's sharp decline from recent highs, with active debate centering on whether this represents a temporary capitulation of retail holders or a broader fundamental shift in the ad-tech sector.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors weigh significant short interest and elevated market volatility ahead of the company's upcoming earnings report. The community is actively debating the impact of aggressive dilution against potential revenue growth from recent acquisitions and defense-sector contract momentum.

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The FDA is deciding whether to add peptides to the compounding list, a ruling that could be huge for $HIMS. How do you think it goes?

Hims & Hers ($HIMS) is bracing for a pivotal FDA advisory meeting on July 23-24 that will decide whether seven peptides get added to the compounding list. How do you think the FDA rules? Vote and explain your reasoning in the comments.

Tim McCarthy

Michael Alva

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Hims & Hers Health Inc

The FDA is deciding whether to add peptides to the compounding list, a ruling that could be huge for 

Stocktwits Polls

@StocktwitsPolls @StocktwitsPolls Peptides are definitely NOT pseudoscience... SUPER effective... The TAM of otherwise healthy individuals that have nothing better to do with their lives than inject themselves because a gym bro on the internet told them to is incalculable lol

StockTwits Web

 Peptides are definitely NOT pseudoscience... SUPER effective... The TAM of otherwise healthy individuals that have nothing better to do with their lives than inject themselves because a gym bro on the internet told them to is incalculable lol

TooLongToLose

@StocktwitsPolls Should stocktwits allow to polls to be turned off?

1. Yes
2. Hell yes
3. Oh hell yes
4. Absolutely oh hell yes

🤷

StockTwits For Android 

 Should stocktwits allow to polls to be turned off?

1. Yes
2. Hell yes
3. Oh hell yes
4. Absolutely oh hell yes

🤷

@StocktwitsPolls According to the NY Times article today:

 According to the NY Times article today:

Bob Sage

@StocktwitsPolls Peptides are amazing, life changing.  NGL, I dose 2x a day for 6 months now.  Literally have a rotation of peptides I take and I feel decades younger.  But I doubt the FDA rules in favor of BPC and others.  HIMS is a nothing burger compared to the grip big pharma and the establishment has on the FDA.

Reggie

 Peptides are amazing, life changing.  NGL, I dose 2x a day for 6 months now.  Literally have a rotation of peptides I take and I feel decades younger.  But I doubt the FDA rules in favor of BPC and others.  HIMS is a nothing burger compared to the grip big pharma and the establishment has on the FDA.

Matt case

@StocktwitsPolls the decision will indirectly affect some other companies too...

 the decision will indirectly affect some other companies too...