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Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining Inc. is trending as it strategically pivots from Bitcoin mining to high-performance computing data centers, rebranding as Cipher Digital and securing substantial contracts with hyperscalers like AWS and Google. The community is highly bullish, largely dismissing a recent earnings miss as backward-looking while focusing on the future as an AI infrastructure play, a sentiment reinforced by Morgan Stanley's $38 price target.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is trending following a major collaboration deal with Astellas Pharma for its prostate cancer asset, which includes significant upfront and milestone payments, coupled with encouraging Phase 1 trial data. Community discussion is split between bullish sentiment for a long-term breakthrough and skepticism anticipating a typical biotech 'sell the news' reaction due to the early development stage.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending as the market keenly debates the disruptive potential of Anthropic's Claude Code on legacy COBOL modernization, a key service for Big Blue, which triggered a notable market cap decline. Community discussion centers on whether this is an overreaction, given IBM's existing AI solutions and its partnership with Anthropic, or if it signals a broader shift in traditional IT services.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is trending following mixed earnings that highlighted strong subscriber growth but raised concerns with soft forward guidance and increasing regulatory scrutiny surrounding its GLP-1 weight-loss business. This has ignited a fierce debate within the community, with many anticipating a short squeeze due to high short interest, while others warn of further downside from mounting legal and competitive pressures.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense is trending after reporting a strong Q4 earnings beat and securing multiple major contracts, including a role in the U.S. Department of War's Drone Dominance Program. This positive news, coupled with analyst upgrades, has nonetheless led to a mixed immediate market reaction, sparking community debate over the company's valuation versus its substantial long-term growth potential in the expanding defense and drone technology sectors.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian ($TEAM) is trending as widespread "AI disruption" fears, specifically concerning tools like Anthropic's Claude, continue to fuel a sector-wide sell-off, sparking a polarized community debate between those foreseeing further declines due to the perceived threat and others arguing the stock is "criminally oversold" given its deeply embedded enterprise solutions.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit Inc. is trending due to its new partnership with Anthropic, which aims to integrate AI-powered financial tools across its platforms and expand AI agents for businesses. This collaboration is sparking community discussion about whether AI is an opportunity or a threat, with many viewing it as a tailwind that could help software rebound from recent sector-wide sell-offs, particularly as the company approaches its earnings report.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is seeing significant buzz following its multi-year strategic partnership with Meta to deploy AMD Instinct GPUs for AI infrastructure, igniting investor excitement for its strengthened AI position, though some community members are debating the implications of performance-based share warrants included in the deal.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is a central topic of discussion as its critical role in AI infrastructure, particularly in custom accelerators and networking for hyperscalers, positions it for significant growth. The community is keenly anticipating its upcoming earnings report, with expectations for substantial AI revenue expansion despite recent market volatility.

Rich Sparkle Holdings Ltd. engages in the provision of financial printing and corporate services. The firm offers typesetting, proofreading, translation, design, and printing of listing documents, financial reports, fund documents, circulars, and announcements. It also delivers advisory services, such as conducting internal control assessment and environmental, social and governance performance evaluation, and other services including provision of co-working space. The company was founded in 2016 and is headquartered in Hong Kong.

Rich Sparkle Holdings Ltd.

Rich Sparkle Holdings Limited

Rich Sparkle Holdings (ANPA) is trending due to its recent acquisition of TikTok icon Khaby Lame's core company, propelling it into the e-commerce live-streaming sector. This move has generated significant speculative interest and extreme volatility, with community discussion polarized between potential for a "Hong Kong low float" squeeze and concerns over massive share dilution and the company's valuation relative to its revenue.

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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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$ZOMDF I was thinking about the actual value of this company if it were priced for a sale today. PulseVet is worth about 100 million, Truforma is worth 50 million (mostly due to potential and patent rights), Assisi about 25 million,  and they have about 50 million in cash/assets. That would put the total at around 250 million. I wonder if anybody has a better estimate. Maybe I overlooked something. I&#39;m curious what you guys think. 
 
At any rate, at 250 million (if that&#39;s not exaggerated), brings us to about .255 share price. With a good earnings report, generating a more likely sentiment the company will break even, I suspect we will soon shoot past this price soon. IMHO.

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Zomedica Corp

 I was thinking about the actual value of this company if it were priced for a sale today. PulseVet is worth about 100 million, Truforma is worth 50 million (mostly due to potential and patent rights), Assisi about 25 million,  and they have about 50 million in cash/assets. That would put the total at around 250 million. I wonder if anybody has a better estimate. Maybe I overlooked something. I'm curious what you guys think. 
 
At any rate, at 250 million (if that's not exaggerated), brings us to about .255 share price. With a good earnings report, generating a more likely sentiment the company will break even, I suspect we will soon shoot past this price soon. IMHO.

Mika Rekkinen

@mikarekkinen isn’t there a multiplier you throw at a stock though to determine market cap?

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 isn’t there a multiplier you throw at a stock though to determine market cap?

Addy

@mikarekkinen consumable recurring rev today is around 24m i would but 8-10x mult on that plus cash - the Truforma IP $QRVO tech alone is worth over $50 imho its so underutilized at this point and can go into bio and defense monitoring / testing -  then Truview IP and other products i get to .50 pretty easily.  Heska / Mars tried to get the Truforma tech

Qorvo Inc

 consumable recurring rev today is around 24m i would but 8-10x mult on that plus cash - the Truforma IP 

 tech alone is worth over $50 imho its so underutilized at this point and can go into bio and defense monitoring / testing -  then Truview IP and other products i get to .50 pretty easily.  Heska / Mars tried to get the Truforma tech

@mikarekkinen you forgot VetGardian and TruView and Vetigel 😎

 you forgot VetGardian and TruView and Vetigel 😎

Andrew

@mikarekkinen also forgot our “subcontracting” to manufacture products for other companies 🤪

 also forgot our “subcontracting” to manufacture products for other companies 🤪