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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 Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir ($PLTR) is trending as the community anticipates upcoming earnings, with some analysts predicting the stock could double its market cap. Bullish sentiment abounds, with some traders drawing comparisons to other high-growth tech stocks. However, concerns about high valuation and potential for a post-earnings pullback remain discussion points.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending due to a recently announced $9.7 billion AI cloud services agreement with Microsoft, sparking significant community discussion around the implications of the deal. Community members are debating the deal's value, potential impact on earnings, and comparing it to similar deals within the data center sector, while also speculating on potential short squeezes and future price targets.

Solana is a highly functional open source project that banks on blockchain technology’s permissionless nature to provide decentralized finance (DeFi) solutions. It is a layer 1 network that offers fast speeds and affordable costs. While the idea and initial work on the project began in 2017, Solana was officially launched in March 2020 by the Solana Foundation with headquarters in Geneva, Switzerland.

Solana

Solana (SOL) is trending as the community discusses its potential to recapture higher price levels, with some eyeing key demand zones for potential bounces. Technical analysis is being shared, with traders watching for breakouts or breakdowns from current levels. Bullish sentiment remains for the long term, with some highlighting Solana's fundamentals and real-world asset tokenization potential.

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 trending as the community debates whether the recent drop is a buying opportunity or a sign of deeper issues, with some pointing to tariff concerns and overall consumer weakness. Many traders are watching key support levels and potential gap fills, while others express frustration with the stock's performance despite positive earnings and brand recognition. The stock's next move may depend on broader market sentiment and upcoming trade talks.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending as investors debate the company's future amidst concerns about cash flow and potential dilution, despite recent news of partnerships. Community discussions revolve around the stock's persistent downtrend, comparing it unfavorably to competitors like Tesla and Rivian. Some traders express hope for a short squeeze or meme-driven pump, while others remain bearish, citing the need for more affordable models and improved financial performance.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Lilly is trending as discussions revolve around its leading position in the weight loss drug market, particularly its competition with Novo Nordisk. Community members are weighing in on the potential impacts of government negotiations on drug pricing, while also eyeing the company's pipeline and potential growth catalysts. Bullish sentiment is fueled by strong sales and raised price targets.

Terns Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in developing a portfolio of small-molecule single-agent and combination therapy candidates for the treatment of non-alcoholic steatohepatitis, or NASH, and other chronic liver diseases. The firm's pipeline includes clinical stage development programs, including a FXR agonist, a VAP-1 inhibitor, a THR-ß agonist, and a preclinical GLP-1 receptor agonist program. The company was founded by Randall L. Halcomb, Martijn Fenaux, and Weidong Zhong in 2017 and is headquartered in Foster City, CA.

Terns Pharmaceuticals Inc

Terns Pharmaceuticals is trending due to analyst upgrades and positive Phase 1 clinical data for their leukemia drug TERN-701, which is being seen as a potential disruptor in CML treatment, possibly challenging Novartis' Scemblix. The community is discussing the potential for continued momentum and a possible short squeeze, while also debating the company's financial runway and potential for future offerings. Some are drawing comparisons to Altimmune (ALT) and discussing market capitalization.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

META is trending downwards as the community debates the implications of increased AI spending and a recent tax hit. While some investors see a buying opportunity due to the company's strong fundamentals and growth potential, others express concern about unclear returns on AI investments. Community chatter includes speculation about potential partnerships and the possibility of a stock split.

Dash (DASH) is digital cash designed to offer financial freedom to everyone. Payments are instant, easy and secure, with near-zero fees. Built to support real life use cases, Dash is the leading decentralized payment solution. Users can purchase goods at thousands of merchants and trade it at major exchanges and brokers around the globe. Since its creation in 2014, Dash has demonstrated leadership in innovation and pioneered groundbreaking features such as: -Two-tier network with incentivized nodes and decentralized project governance (Masternodes) -Instantly settled payments (InstantSend) -Instantly immutable blockchain (ChainLocks) -Optional privacy (PrivateSend)

Dash

Dash is trending as traders discuss its potential for a ZEC-like surge, possibly fueled by increased attention on privacy coins and its limited supply. Community members are pointing to Dash's fundamentals, such as its lower supply compared to ZEC, and speculating about future price movements, with some eyeing the $100 mark. The conversation also includes mentions of the upcoming Evolution Mainnet release and its potential to introduce DeFi smart contracts to the Dash ecosystem.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure ($QURE) is trending due to a significant stock drop following the FDA's revised stance on clinical trial data for its Huntington's disease therapy, leading to uncertainty about future approvals. The community is debating the validity of the FDA's concerns, potential for a lawsuit, and if the stock is now a buying opportunity. Discussions also include potential political interference and comparisons to other biotech firms facing regulatory hurdles.

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Deals Deals Deals and The Con is On http://howardlindzon.com/deals-deals-deals-con/ (fresh on my blog) $aapl $spy

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Apple has added $150 billion to it's market cap since the beginning of the year. To put that in perspective that is one Pepsi which was founded in 1893 and also the size of Russia's stock market. This is some real money moving around. The world did not end when Trump became President like I ...

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Deals on Deals on Deals and The Con Is On - Howard Lindzon

$AAPL $SPY &quot;I am seeing the fever and animal spirit in stocks.&quot;