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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending significantly higher following a major analyst upgrade that cited robust hyperscaler demand for its server CPUs, leading to a near sell-out of 2026 supply and potential price increases. The community is actively debating strong bullish momentum and short squeeze potential, while skeptics warn of unsustainable hype given historical performance.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath (PATH) is trending amidst community concern over its CEO's consistent, pre-planned share sales and apprehension regarding new AI agents like Anthropic's Claude. Despite some immediate 'panic selling,' many investors view the resulting price dip as an 'easy buy' opportunity, emphasizing UiPath's strong enterprise presence, robust financials, and leadership in 'agentic AI' as a competitive moat.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSTR is trending due to its continued strategy of accumulating significant Bitcoin holdings, which has sparked renewed optimism among investors. Community discussions highlight strong bullish sentiment and the potential for a short squeeze, although some express concern about the impact of the company's equity offerings. Ultimately, many believe MSTR's performance remains highly correlated with Bitcoin's sustained upward trajectory.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe (ADBE) is currently experiencing significant downward pressure following multiple analyst downgrades and concerns over intensifying AI competition from emerging tools and rival offerings, despite reporting better-than-expected earnings. The community is sharply divided, with many perceiving it as an "AI victim" and "value trap," while a bullish contingent highlights its robust fundamentals, strong cash flow, and market leadership as an "undervalued steal" amidst the broader software sector's struggles.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending with strong community buzz fueled by its upcoming J.P. Morgan Healthcare Conference presentation and a recent analyst upgrade. Investors are keenly anticipating announcements regarding new partnerships and broader applications for its Matrix-M platform, especially in oncology. High short interest further ignites speculation of a potential squeeze, as recent filings signal strategic business updates aimed at de-risking the company.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending amidst widespread community speculation about an imminent major partnership or acquisition, notably with Big Pharma firms, fueled by recent FDA flexibility regarding CMC requirements and upcoming industry conferences. Investors are keenly anticipating a substantial buyout and a potential short squeeze, given the promising Phase 3 data for its lead prostate cancer drug and upcoming Biologics License Application submission in 2026. This fervent discussion occurs within a broader market context of accelerated biopharma M&A activity driven by looming patent cliffs.

Ambitions Enterprise Management Co. LLC operates as a travel agency. It provides event planning and management services. The firm also offers transportation, accommodations, meals, and guided tours or activities under convenient packages. The company was founded on October 26, 2023 and is headquartered in Dubai, United Arab Emirates.

Ambitions Enterprise Management Co LLC - Ordinary Shares - Class A

Ambitions Enterprise Management Co LLC

AHMA is experiencing significant price volatility and high trading volume, primarily driven by community speculation surrounding its extremely low share float as a recent IPO. Many investors are actively discussing the potential for a substantial short squeeze, often drawing comparisons to other recent low-float runners. This dynamic is fueling aggressive buying and ambitious price targets among traders.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is trending amid intense community discussion, driven by MicroStrategy's continued accumulation and anticipation surrounding the US Senate's proposed crypto bill aimed at establishing clearer market rules. While many bulls foresee significant upward movement and emphasize Bitcoin's role as a digital hedge, others express frustration over its recent price consolidation and ongoing debates about its market correlation. This dialogue unfolds against a backdrop of broader economic and geopolitical developments.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending as the community reacts to positive developments concerning its pipeline, including global regulatory submissions for its seasonal flu vaccine and plans for a combined flu and COVID vaccine. Bulls are emphasizing the company's long-term potential in oncology and the possibility of a short squeeze, while others remain skeptical about its valuation and future revenue growth.

RYVYL Inc. is a financial technology company that develops software platforms and tools that are focused on providing global payment acceptance and disbursement capabilities. It offers an innovative payment platform-as-a-service that redefines global payment solutions, enabling seamless business-to-business, consumer-to-business, and peer-to-peer transactions worldwide. The company leverages advanced electronic payment technology to deliver seamless financial solutions across global markets. It operates through two geographical segments: North America and International. The company was founded on April 10, 2007 and is headquartered in San Diego, CA.

Ryvyl Inc

RVYL is trending due to the impending merger with Roundtable, aiming to transform the company into a Web3 media platform with a Bitcoin treasury, a move solidified by a recently approved reverse stock split for Nasdaq compliance. This corporate restructuring fuels intense community debate, with many predicting a substantial short squeeze driven by the stock's low float, while a cautious segment remains concerned about past share performance and the implications of dilution.

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Just read this on $SRTS 
Investors cheering “CMS raise” on SRTS may have missed the fine print: when you add back the deleted CPT ancillaries, the real reimbursement per treatment drops by roughly 66%.
SRTS: CMS boosted the $40-50 77401 code, but wiped out ~$600 in add-on fees per fraction (77280, G6001 and friends) - that is not a bullish math problem for new machine demand.
If your SRTS thesis is “reimbursement went up,” you need to see the CPT stack that just got nuked and why only the very highest volume SRT centers can survive under the new rule.
SRTS stock has been sliding while quarterly earnings trend down 2 quarters in a row and the new CMS rule guts economics for SRT/IG-SRT delivery - are you sure you know what you own?
“Revenue headwind” is an understatement: for SRTS customers, the same skin cancer treatment now pays about one third of what it did before, making fresh capex on new SRT boxes a very hard sell.

Cary T

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Sensus Healthcare Inc

 
Investors cheering “CMS raise” on SRTS may have missed the fine print: when you add back the deleted CPT ancillaries, the real reimbursement per treatment drops by roughly 66%.
SRTS: CMS boosted the $40-50 77401 code, but wiped out ~$600 in add-on fees per fraction (77280, G6001 and friends) - that is not a bullish math problem for new machine demand.
If your SRTS thesis is “reimbursement went up,” you need to see the CPT stack that just got nuked and why only the very highest volume SRT centers can survive under the new rule.
SRTS stock has been sliding while quarterly earnings trend down 2 quarters in a row and the new CMS rule guts economics for SRT/IG-SRT delivery - are you sure you know what you own?
“Revenue headwind” is an understatement: for SRTS customers, the same skin cancer treatment now pays about one third of what it did before, making fresh capex on new SRT boxes a very hard sell.

Michael Greenhalgh

From Grok, pro and con
Here’s the short version (&lt;3000 chars):

Divisadero 13F is real and correct: they bought ~267k shares in Q2 2025, raising their stake to 325k shares (~2% of SRTS).

The bearish post is also correct:  
- CMS 2026 Final Rule created new SRT-specific codes but it simultaneously deleted/bundled ~$600–700 in ancillary CPT add-ons per fraction (77280, G6001, etc.).  
- Net result for most dermatology offices: total reimbursement per treatment falls ~66% (from ~$750–850 → ~$250–300).  

Institutional buying (Divisadero, insiders, etc.) happened BEFORE the November 4 CMS rule details were known and rode the “SRT finally gets its own codes!” hype.  
The bearish fine-print (ancillary deletion) only became 100% clear when the Final Rule dropped, and it’s why the stock has faded from $4.20 post-announcement to ~$3.90 despite the “win.”

Bottom line: Gross reimbursement looks up, net reimbursement is sharply down for most customers.

From Grok, pro and con
Here’s the short version (<3000 chars):

Divisadero 13F is real and correct: they bought ~267k shares in Q2 2025, raising their stake to 325k shares (~2% of SRTS).

The bearish post is also correct:  
- CMS 2026 Final Rule created new SRT-specific codes but it simultaneously deleted/bundled ~$600–700 in ancillary CPT add-ons per fraction (77280, G6001, etc.).  
- Net result for most dermatology offices: total reimbursement per treatment falls ~66% (from ~$750–850 → ~$250–300).  

Institutional buying (Divisadero, insiders, etc.) happened BEFORE the November 4 CMS rule details were known and rode the “SRT finally gets its own codes!” hype.  
The bearish fine-print (ancillary deletion) only became 100% clear when the Final Rule dropped, and it’s why the stock has faded from $4.20 post-announcement to ~$3.90 despite the “win.”

Bottom line: Gross reimbursement looks up, net reimbursement is sharply down for most customers.

@mgreenham That must be why their managers don&#39;t stop buying hahahaha, if something has been learned is that one thing is safe when they buy fixed is not worth this that is being seen.

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 That must be why their managers don't stop buying hahahaha, if something has been learned is that one thing is safe when they buy fixed is not worth this that is being seen.

Michel Morales

@europ I’m getting messages from users of their systems.  Idk what the revenues look like next quarter.  I’d like to hear everyone’s thoughts

 I’m getting messages from users of their systems.  Idk what the revenues look like next quarter.  I’d like to hear everyone’s thoughts

@mgreenham It is my thought in the short term anything can happen and more in biotechnology but one thing if I am clear there are many reasons for them to sell but there is only one for them to buy, of course it is my thought and thank you very much for your point of view and your research, but friend when royalty buys it is for something.

 It is my thought in the short term anything can happen and more in biotechnology but one thing if I am clear there are many reasons for them to sell but there is only one for them to buy, of course it is my thought and thank you very much for your point of view and your research, but friend when royalty buys it is for something.

Katapult Holdings Inc

SCWorx Corp

Humphrey Neill

@Stradella got question from rad-onc clinic user of 20 of the machines, I checked pro and con with any sources I can find, and ran through gpt and grok

 got question from rad-onc clinic user of 20 of the machines, I checked pro and con with any sources I can find, and ran through gpt and grok

@Stradella I can’t find realtime Divisadero or insider share ownership post-announcement

 I can’t find realtime Divisadero or insider share ownership post-announcement

@Stradella the two clinic chains are afraid the reimbursement total would fall, but I don’t have consequences for SRTS scenario, I.e. if orders decline or improve; also foreign sales aren’t subject to Cms

 the two clinic chains are afraid the reimbursement total would fall, but I don’t have consequences for SRTS scenario, I.e. if orders decline or improve; also foreign sales aren’t subject to Cms

Tonix Pharmaceuticals Holding Corp

Anavex Life Sciences Corp

Capricor Therapeutics Inc

Aptevo Therapeutics Inc

Annovis Bio Inc

Greenwich LifeSciences Inc

YieldMax MSTR Option Income Strategy ETF

Bitmine Immersion Technologies Inc

@Spectaculator no response from corporate 
I got this from pt of their (I think) largest customer

 no response from corporate 
I got this from pt of their (I think) largest customer

@Spectaculator This is from derm Dr who was an investor re their largest customer: dropping sites. “My concern is market will be saturated with used machines. Good luck selling a new one at 1-400k (depending on model) when used can be had for 30k”

 This is from derm Dr who was an investor re their largest customer: dropping sites. “My concern is market will be saturated with used machines. Good luck selling a new one at 1-400k (depending on model) when used can be had for 30k”

@europ the issue is hedge &amp; insiders buying before earnings, but are they still holding, they can sell right after

 the issue is hedge & insiders buying before earnings, but are they still holding, they can sell right after

@europ fwiw I think I’ll find some puts this morning $SRTS  Not sure what to expect

 fwiw I think I’ll find some puts this morning 

@mgreenham @Spectaculator I don&#39;t think a Dr can sell a machine as &quot;used&quot;.   
 
My understanding is that these are radiation devices, which are highly regulated.  They also have to be serviced annually to comply with the state issued license to operate the device.  There&#39;s only one company that can service the machine and provide software updates, and the service contract is about 10% of the MSRP annually.

 I don't think a Dr can sell a machine as "used".   
 
My understanding is that these are radiation devices, which are highly regulated.  They also have to be serviced annually to comply with the state issued license to operate the device.  There's only one company that can service the machine and provide software updates, and the service contract is about 10% of the MSRP annually.

@mgreenham Well, I think you should feel like and if you have your doubts why suffer, give it time and time how the company evolves, I particularly believe that the Per that is listing and with no debt is something that I didn&#39;t want to let go

 Well, I think you should feel like and if you have your doubts why suffer, give it time and time how the company evolves, I particularly believe that the Per that is listing and with no debt is something that I didn't want to let go