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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 as the European Commission's authorization of ANKTIVA for bladder cancer across 33 countries fuels fervent community discussion about a potential short squeeze due to high short interest and the drug's revolutionary impact on cancer treatment.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending ahead of its highly anticipated earnings report, with community sentiment sharply divided between concerns over its high valuation multiples and expectations for continued resilience, despite a significant recent rally that has pushed its market cap to new highs.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

DoorDash is trending ahead of its earnings report, with community discussion polarized between strong bullish sentiment fueled by recent insider buying and analyst upgrades, and bearish concerns over its high valuation, intense competition, consumer spending pressures, and challenges with driver compensation and regulatory oversight.

Remitly Global, Inc. engages in the provision of digital financial services for immigrants and their families. The company was founded by Matthew B. Oppenheimer and Joshua Hug on October 3, 2018 and is headquartered in Seattle, WA.

Remitly Global Inc

Investors are actively discussing Remitly Global (RELY) ahead of its earnings report, with many expecting a significant post-release rally fueled by its strong digital money transfer growth and AI initiatives. However, some remain cautious, recalling a historical pattern of price drops despite positive past results, leading to a divided community sentiment.

Wingstop, Inc. is a franchisor and chicken wings-focused restaurant. The firm is engaged in the flavor business offering cooked-to-order, hand-sauced, and tossed classic and boneless wings, tenders and chicken sandwiches in flavors, with signature sides, such as its seasoned fries and house made ranch and bleu cheese dips. The company was founded in 1994 and is headquartered in Dallas, TX.

Wingstop Inc

Wingstop is actively discussed following recent earnings, with investors cheering robust global expansion and strong EPS beats, leading to numerous analyst upgrades. However, a segment of the community remains concerned about the stock's high valuation and declining domestic same-store sales amid broader challenges in the fast-casual sector.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending as its shares have sharply declined despite a strong earnings beat and raised guidance, fueling a contentious debate between bulls who see extreme undervaluation amid booming AI infrastructure demand and key partnerships, and skeptics who point to persistent low profit margins and management concerns. The community is actively discussing whether market manipulation or genuine fundamental issues are driving the stock's current performance.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce (RYCEY) is trending due to increasing global defense commitments driving new contracts for its engines and naval systems, coupled with significant advancements in its Small Modular Reactor technology and continued civil aerospace recovery. The community is highly optimistic, anticipating robust performance from diversified growth engines including defense, energy, and a potential return to the narrow-body aircraft market.

QuickLogic Corp. operates as a semiconductor company, which designs, markets, and supports primarily Customer Specific Standard Products and secondarily, Field Programmable Gate Arrays, sensor software algorithms, software drivers, associated design software and programming hardware. It develops and markets low power customizable semiconductor and software algorithm solutions that enable customers to differentiate their products by adding new features, extending battery life, becoming more contextually aware and improving the visual experience with their mobile, consumer and enterprise products. The company was founded by John M. Birkner, Andrew K. Chan, and Hua-Thye Chua in 1988 and is headquartered in San Jose, CA.

Quicklogic Corp

Substantial defense contract awards for its Strategic Radiation Hardened program, alongside strategic advancements in chiplet technology including the PACE ecosystem and collaboration with Intel's 18A process, are propelling QuickLogic's market conversation. While the community is optimistic about these catalysts driving significant revenue growth in 2026 and potential Russell 2000 re-entry, some caution remains due to past execution delays and notable short interest.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as investors are keenly anticipating the FOMC minutes for insights on future rate policy, while simultaneously debating market manipulation and potential geopolitical flashpoints. Despite bearish calls for a sell-off, the community is observing strong algorithmic support that consistently pushes the tech-heavy index into swift 'V-rallies' on any dips.

Etsy, Inc. engages in the operation of an online marketplace. It offers handmade products such as shoes, clothing, bags, and accessories. It operates through the following segments: Etsy, Reverb, and Depop. The company was founded in 2005 and is headquartered in New York, NY.

Etsy Inc

Etsy is trending with sharply divided market sentiment after its OpenAI partnership for ChatGPT's Instant Checkout feature, as initial enthusiasm faded quickly amidst skepticism about its actual impact on sales. Investors are actively discussing upcoming earnings and a leadership transition, while some community members voice concerns over evolving tariff regulations potentially affecting international sellers.

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 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 
 


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$HGRAF ....= Re-clumps easily. 
HydroGraph uses &quot;Fractal&quot; graphene (turbostratic/crumpled) = Disperses easily &amp; stays dispersed. 
Result: You need 10x LESS material for the same result. 
 
The Strategy: 
It’s a Trojan Horse. Hubron already sells to the Tier 1s. 
Now they can &quot;Upsell&quot; a Premium Grade with $HG inside. 
Lighter EV bumpers. Stronger pipes. Thinner PET bottles. 
 
My Take: The market is asleep. It sees a science project. I see a completed supply chain. 
The pipes are connected. The flow is about to start. 
 
With manufacturing scale up about to occur post epa approval we will see the financial market begin to estimate the serious tonnage potential of HG that is coming. Just 5000 tonnes of sales will result in $1 bln of profits.  
 
It will be the darling of a nanomaterials feeding frenzy and obtain a huge forward P/E on anticipated future sales that will be measured in the tens of thousands of tonnes and ultimately in excess of 100k tonnes as we look out over the next decade. 
...https://x.com/BambroughKevin/status/2022317183792021642

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The "Industrial Unlock" for Graphene is Finally Here.👇$HG just signed the deal that builds the bridge from the lab to the factory. HydroGraph Clean Power has qualified Hubron International for its Compounding Partner Program.Who is Hubron?✅ 90-year-old giant.✅ Leader in...

X (Formerly Twitter)

Kevin Bambrough on X (formerly Twitter): "The "Industrial Unlock" for Graphene is Finally Here.👇$HG just signed the deal that builds the bridge from the lab to the factory. HydroGraph Clean Power has qualified Hubron International for its Compounding P...

$HGRAF ..https://x.com/BambroughKevin/status/2022317183792021642...:The &quot;Industrial Unlock&quot; for Graphene is Finally Here.👇 
$HGRAF just signed the deal that builds the bridge from the lab to the factory. HydroGraph Clean Power has qualified Hubron International for its Compounding Partner Program. 
 
Who is Hubron? 
✅ 90-year-old giant. 
✅ Leader in Black Masterbatch. 
✅ Exports to 85% of the globe. 
✅ The gatekeeper to the Auto &amp; Packaging supply chain. 
 
The Problem: Graphene &quot;agglomerates&quot; (clumps) when you mix it into plastic. If it clumps, it fails. 
Plastic makers (OEMs) don&#39;t buy powder. They buy pellets (Masterbatch). 
If you aren&#39;t in the pellets, you aren&#39;t in the car. 
 
The Unlock: Hubron solves the plumbing. They have the massive twin-screw extruders to mix HydroGraph’s &quot;Fractal Graphene&quot; into ready-to-use pellets. 
HydroGraph effectively just outsourced their entire downstream manufacturing risk to a global leader. 
 
The Moat (Alpha): Why HG and not others? 
Competitors use &quot;exfoliated&quot; graphene (flat stacks of cards)

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Hamilton Insurance Group Ltd. - Ordinary Shares - Class B

 ....= Re-clumps easily. 
HydroGraph uses "Fractal" graphene (turbostratic/crumpled) = Disperses easily & stays dispersed. 
Result: You need 10x LESS material for the same result. 
 
The Strategy: 
It’s a Trojan Horse. Hubron already sells to the Tier 1s. 
Now they can "Upsell" a Premium Grade with 

 inside. 
Lighter EV bumpers. Stronger pipes. Thinner PET bottles. 
 
My Take: The market is asleep. It sees a science project. I see a completed supply chain. 
The pipes are connected. The flow is about to start. 
 
With manufacturing scale up about to occur post epa approval we will see the financial market begin to estimate the serious tonnage potential of HG that is coming. Just 5000 tonnes of sales will result in $1 bln of profits.  
 
It will be the darling of a nanomaterials feeding frenzy and obtain a huge forward P/E on anticipated future sales that will be measured in the tens of thousands of tonnes and ultimately in excess of 100k tonnes as we look out over the next decade. 
...

@jfkspire They will upsell only if it is cost effective.

 They will upsell only if it is cost effective.