SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, NEREUS, Ponvory, and HETLIOZAccess. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending after FDA approval of BYSANTI for bipolar I disorder and schizophrenia, a key development with patent protection until 2044 that has ignited significant community discussion around the company's undervaluation. Investors are widely anticipating a major re-rating event or a substantial buyout, bolstered by Vanda's multiple recent drug approvals and the perceived blockbuster potential of its GLP-1 nausea treatment.

Memecoin on Injective taken over by the community.

Nonja

NONJA is gaining significant attention as the leading meme on the Injective ($INJ) ecosystem, which its dedicated community views as profoundly undervalued with robust developer activity and potential ETFs. Enthusiasts are highlighting NONJA's "unruggable" structure, strong community, and organic growth as key drivers for potential "asymmetric, explosive returns" as the broader market discovers INJ's fundamental strength.

Santacruz Silver Mining Ltd. engages in the acquisition, exploration, and development of mineral properties. It operates through the following segments: Bolivar, Porco, Caballo Blanco Group, San Lucas Group, Zimapan, and Corporate and Other. The Bolivar segment focuses on mine and processing plants. The Porco segment is invovled in mine and processing plants. The Caballo Blanco Group segment includes the Tres Amigos, Colquechaquita mines and the Don Diego processing plant. The San Lucas Group segment refers to Reserva mine and San Lucas feed sourcing business. The Zimapan segment consists of mine and processing plant. The company was founded on January 24, 2011 and is headquartered in Vancouver, Canada.

Santacruz Silver Mining Ltd

Santacruz Silver Mining Ltd.

Santacruz Silver Mining Ltd. is gaining significant attention following its recent Nasdaq listing, which is seen as unlocking broader investor access. The community is actively discussing its strong operational performance, debt-free balance sheet, and perceived undervaluation, particularly as a primary silver producer benefiting from favorable market conditions.

RH operates as a holding company which operates the business through its subsidiary Restoration Hardware, Inc. It offers furniture, lighting, textiles, bath ware, decor, outdoor and garden, as well as baby and child products. The company operates an integrated business with multiple channels of distribution including galleries, source books and websites. The company was founded by Stephen J. Gordon in 1980 and is headquartered in Corte Madera, CA.

RH - Ordinary Shares - Class A

Restoration Hardware

RH is trending as investors await a potential Supreme Court decision regarding furniture tariffs, which could significantly impact the luxury home furnishings retailer. This follows mixed earnings where revenue topped estimates but guidance was lowered due to ongoing trade pressures, sparking community debate about the stock's volatility and its potential for a major rebound if tariff concerns ease.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending amidst investor frustration over its price action, which saw a limited rally following the Supreme Court's tariff ruling and a notable dip due to controversy around its new sheer leggings collection. The community is also closely watching ongoing CEO transition developments and founder criticism that are impacting sentiment.

Paychex, Inc. engages in the provision of human capital management solutions for payroll, human resources, insurance, and retirement for small and medium-sized businesses. Its solutions include payroll services, hiring services, business insurance, time and attendance, employee benefits, finance and payments, human resources services, and startup services. The company was founded by Blase Thomas Golisano in 1971 and is headquartered in Rochester, NY.

Paychex Inc.

Paychex is trending amidst a significant downtrend, with investors debating the long-term impact of AI and a softening job market on its core HR and payroll services, despite the company recently reporting strong Q1 earnings and raising its FY26 outlook, partly attributed to the Paycor acquisition.

Okta, Inc. engages in the provision of an identity management platform for enterprises. It operates through the United States and International geographical segments. The firm's products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta is a focal point of discussion as investors debate AI's role in cybersecurity; while some worry about new AI security tools, many see a substantial growth opportunity for identity and access management, especially for securing AI agents, a sentiment bolstered by solid recent earnings and a share buyback.

JFrog Ltd. engages in the provision of an end-to-end, hybrid, universal development operations platform that powers and controls the software supply chain, which enables organizations to continuously and securely deliver software updates across any system. It operates through the following geographical segments: United States, Israel, India, and Rest of World. The firm is also involved in creating software delivered without friction from developer to device. The company was founded by Frederic Simon, Shlomi Ben Haim, and Yoav Landman in 2008 and is headquartered in Sunnyvale, CA.

JFrog Ltd

JFrog (FROG) is actively discussed after a sharp decline across DevSecOps stocks, as the community weighs whether the market is overreacting to Anthropic's new AI code security features or if these advancements pose a substantial threat to JFrog's core software supply chain security offerings.

Injective is an interoperable Layer 1 blockchain designed for DeFi applications. It provides developers with on-chain financial infrastructure modules to build dApps such as decentralized exchanges, prediction markets, and lending protocols. Its decentralized cross-chain bridging infrastructure offers compatibility with most blockchains, including EVM chains like Ethereum and non-EVM chains like Solana.

Injective

Injective is generating significant buzz following a major institutional investment to acquire and stake INJ, alongside discussions around its structurally deflationary tokenomics and a proposed staked ETF. The community is also heavily focused on $NONJA as a high-potential meme coin leveraging Injective's fundamental strength and growing ecosystem.

Newsmax Inc. is a holding company, which engages in television broadcasting and multi-platform content publishing that produces original news and editorial content for consumers through various media outlets, including TV new channels, digital and print publications. It operates through the Broadcasting and Digital Segments. The Broadcasting segment produces and licenses news, business news and lifestyle content for distribution through both MVPDs and free OTT streaming platforms. The Digital segment is composed of Newsmax.com and affiliated websites. The company was founded by Christopher Ruddy in 1998 and is headquartered in Boca Raton, FL.

Newsmax Inc. - Ordinary Shares - Class B

Newsmax Inc

Newsmax (NMAX) is trending after recent reports of solid Q3 results and expanded international distribution deals, which bulls highlight as strong indicators for future profitability and growth. However, community discussion remains highly polarized, with many debating the stock's long-term viability given its significant decline from post-IPO highs, fueled by its political alignment and accusations of market manipulation.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

$KKR $BS.X $APOL  
 
See my comments from Feb 9 below: the losses of .91% of AUM are trivial and would be almost entirely on the investors in their tech fund. It is ridiculous that the Blue Owl disaster has affected KKR for more than the time it takes to study the lack of software names KKR has funded.

$KKR 
$BS.X $APOL  
 
Apollo&#39;s report was solid this morning (no position), esp what the CEO has had to say on software companies. In short, he says the quality names are going to be just fine but many of the lesser names deserve to be shoved down.  They did a big cleanup of their software exposures last summer. 
 
KKR   
I am long 7k of KKR so far and will likely get back to large near term.  This stock has dropped almost 30% out of fear they will get hammered on Ai taking out much of the software sector&#39;s market cap... sigh.  Seems many PMs, &quot;analysts&quot; and talking heads do not understand that the premier software companies are the source code for Ai Coding LLMs.   smh 
 
As for KKR, they disclosed late last week that their total software names included in AUM (not their bal sheet, most in investor-owned funds) is only  7%.  Using UBS team&#39;s  est. loss of 17% on defaulting software debt, if all 7% default, then .07 x .13 = 0.91% of principal as the derived loss. Goofy vs 30% mkt cap!

StockTwits Web

KKR & Co. Inc.

BlackShadowCoin

Apollo Group Inc.

Cingeon Smyth

  
 
See my comments from Feb 9 below: the losses of .91% of AUM are trivial and would be almost entirely on the investors in their tech fund. It is ridiculous that the Blue Owl disaster has affected KKR for more than the time it takes to study the lack of software names KKR has funded.