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Kodiak Sciences, Inc. is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of therapeutics for retinal diseases. Its product pipeline includes KSI-301 for wet AMD, KSI-301 for diabetic eye disease, KSI-501 for DME and uveitis, KSI-201 for resistant wet AMD, and KSI-401 for dry AMD. The company was founded by Stephen A. Charles and Victor Perlroth in 2009 and is headquartered in Palo Alto, CA.

Kodiak Sciences Inc

Kodiaks Phase 3 DAYBREAK study met its primary endpoints for Zenkuda and tabirafusp-ted in wet AMD; Zenkuda also showed six-month dosing durability for many patients, and Kodiak plans an FDA filing. Traders are celebrating the results and discussing a possible short squeeze, while others warn that the sharp rally may invite profit-taking and point to remaining FDA, commercial, and financing risks.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

HBARs sharp rally is being linked by traders to IBM-related enterprise adoption news, particularly Hedera-based identity verification for AI agents on IBM Cloud, alongside a broader NVIDIA/Accenture AI infrastructure narrative. Many are celebrating the breakout and heavy volume, while others question whether the news explains the move and warn of profit-taking or resistance.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Quants reported selection by The Clearing House for its on-chain money initiative is the dominant catalyst, with traders viewing it as a major institutional-adoption signal for the bank-focused interoperability network. Bulls cite limited token supply and potential demand, while skeptics question whether the deal creates meaningful demand for QNT itself; the sharp rally has also prompted profit-taking and volatility concerns.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares are under pressure after CEO CJ Desai stepped down to join Meta, with former CEO Dev Ittycheria returning as interim leader and the company reaffirming its guidance. Traders are split between viewing the abrupt change ahead of investor day as a source of leadership and execution uncertainty and calling the selloff an overreaction because the business outlook remains intact.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

OCUL is under pressure as traders weigh Kodiaks positive late-stage wet AMD results and the competitive threat to AXPAXLI. Some see the selloff as an overreaction, arguing AXPAXLI may offer longer dosing intervals and has an FDA-aligned NDA path; others question its competitive edge and market potential.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Discussion centers on the proposed Iowa steel plant linked to Mesabi Metallics, which traders see as a potential future competitor and a possible complication for CLFs Minnesota iron-ore leases. Some argue the project is years away and faces financing and permitting hurdles; others point to Nucors weaker forecast as a possible sector read-through for the sharp selloff, while disputing that the plant alone explains it.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius federal defense grant to convert a domestic EV battery line for high-energy-density drone cells is driving attention. Traders welcomed the government backing but were frustrated that the initial rally faded, debating profit-taking and broader market weakness against the companys longer-term manufacturing prospects.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

A sharp slowdown in advertising growth and weak guidance, compounded by S&P 500 removal and index-related selling, are weighing on TTD as shares hit multi-year lows. Traders largely criticize management and the CEOs compensation amid concerns about competition and growth, while some dip buyers point to the companys cash position and heavily shorted stock as reasons for optimism.

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

BlackBerrys stronger-than-expected quarterly results, record QNX growth, raised full-year outlook and first Alloy Kore automotive design win are driving attention. Bulls see evidence of a software-growth turnaround, while skeptics cite weaker Secure Communications guidance, the long wait for Alloy Kore royalties and valuation concerns to explain the volatile share-price reaction.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

Israeli government opposition to ZIMs proposed Hapag-Lloyd sale is driving attention, with reports of fresh objections over national security and shipping independence raising uncertainty about approval. Traders are divided: some are selling on deal risk, while others see a failed sale as a chance for stronger standalone earnings and dividends amid elevated freight rates.

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$DJT $SPY $DIA $QQQ $VTI  
&quot;Why Xi believes the U.S. and China can overcome the ‘Thucydides Trap’&quot; 
 
Because China already won, as far as they are concerned.  The U.S. has little ability to protect Taiwan, even before the Iran war started. 
 
Doubt me, ask yourself this:  Who is better equipped Iran, or China?  If You believe Iran, maybe stop making decisions.   The U.S. has shown it&#39;s forces are not up to conquering in modern combat.  They can absolutely win any tactical battle, but they cannot sustain an prolonged war overseas while taking catastrophic losses.  The public and the purse will not allow.  The dude does not abide, man. 
 
It really is a dumb question, in hindsight of the last 8 months, there is no answer other than: China&#39;s back yard is off limits; right, or wrong. 
 
(Please don&#39;t tell me I need to explain Thucydides too) 
*Overseas War - China&#39;s Navy and Airforce are growing at such a rate that the U.S. will be outnumbered and out-munitioned in 2028-2029. 
 
https://www.cnbc.com/2026/09/26/xi-trump-thucydides-trap-us-china.html

Michael Fitzmaier

B. Lee

StockTwits Web

Trump Media & Technology Group Corp.

Iran-related headlines about possible sanctions relief in exchange for nuclear concessions, plus anticipation of Trumps remarks, drove sharp SPY swings. Traders debated whether the reports signaled real progress or were unverified, while many dismissed the Iowa steel-plant announcement as unrelated to the markets main concerns.

Vanguard Total Stock Market ETF

  
"Why Xi believes the U.S. and China can overcome the ‘Thucydides Trap’" 
 
Because China already won, as far as they are concerned.  The U.S. has little ability to protect Taiwan, even before the Iran war started. 
 
Doubt me, ask yourself this:  Who is better equipped Iran, or China?  If You believe Iran, maybe stop making decisions.   The U.S. has shown it's forces are not up to conquering in modern combat.  They can absolutely win any tactical battle, but they cannot sustain an prolonged war overseas while taking catastrophic losses.  The public and the purse will not allow.  The dude does not abide, man. 
 
It really is a dumb question, in hindsight of the last 8 months, there is no answer other than: China's back yard is off limits; right, or wrong. 
 
(Please don't tell me I need to explain Thucydides too) 
*Overseas War - China's Navy and Airforce are growing at such a rate that the U.S. will be outnumbered and out-munitioned in 2028-2029. 
 


@flywithfitz81 Literally nothing you just said is true.

 Literally nothing you just said is true.

Andy

@AndyonOptions right, says the current U.S. military.  Have you read a single Blue Paper or Defense analysis, or do you just like AMERICA!

 right, says the current U.S. military.  Have you read a single Blue Paper or Defense analysis, or do you just like AMERICA!

@flywithfitz81 Just because the politicians don&#39;t have the courage to unleash the military and let them do their job... doesn&#39;t me the military is at fault.

 Just because the politicians don't have the courage to unleash the military and let them do their job... doesn't me the military is at fault.

@AndyonOptions look at $LMT production numbers on PAC 3 and then look at the U.S. numbers of expended Pac-3. 
 
some of us just don&#39;t comment, we do this for a living.

Lockheed Martin Corp.

 production numbers on PAC 3 and then look at the U.S. numbers of expended Pac-3. 
 
some of us just don't comment, we do this for a living.

@AndyonOptions last one: 
 
How many short (1000km and medium 1000km+ missiles do Iran have?  China?) 
 
Here is a hint, many orders of magnitude are required to parse the difference. 
 
You just don&#39;t understand.  The numbers for out of theater combat for the U.S. have been abysmal for 60+ years.    How is playing in China&#39;s shooting gallery going to improve our lot? 
 
Happy to debate here, but c&#39;mon.  Bring some ammo.

 last one: 
 
How many short (1000km and medium 1000km+ missiles do Iran have?  China?) 
 
Here is a hint, many orders of magnitude are required to parse the difference. 
 
You just don't understand.  The numbers for out of theater combat for the U.S. have been abysmal for 60+ years.    How is playing in China's shooting gallery going to improve our lot? 
 
Happy to debate here, but c'mon.  Bring some ammo.

@flywithfitz81 Haha... sure skippy.  I &quot;did this for a living&quot; for over 20 years. 
 
I bet you believe the nonsense LIES the media/left are feeding you about the Lincoln too. 
 
Just stop proving me right and move on skippy.

 Haha... sure skippy.  I "did this for a living" for over 20 years. 
 
I bet you believe the nonsense LIES the media/left are feeding you about the Lincoln too. 
 
Just stop proving me right and move on skippy.

@flywithfitz81 You just keep proving me right with every reply.  You are literally arguing against yourself.

 You just keep proving me right with every reply.  You are literally arguing against yourself.

@AndyonOptions cause saying &quot;I am right&quot; really proves a point. 
 
https://www.nytimes.com/2026/09/21/opinion/america-china-war.html 
 
https://www.brookings.edu/articles/who-holds-the-advantage-three-perspectives-on-the-us-china-military-balance/ 
 
https://www.jba.af.mil/News/Article-Display/Article/4169218/us-china-military-analyst-details-strategic-differences-warns-of-long-term-comp/

Three experts examine the military competition between the United States and the People's Republic of China (PRC).

Brookings

Who holds the advantage? Three perspectives on the US-China military balance | Brookings

China's ability to execute long-term strategic goals through a state-controlled system - vastly different from the United States - is accelerating the modernization of its military and technological capabilities, according to Brendan Mulvaney, China,

Joint Base Andrews

U.S.-China military analyst details strategic differences, warns of long-term competition

 cause saying "I am right" really proves a point. 
 
