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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

Metas Muse AI agent and Meta Connect showcase are driving attention, with bullish traders pointing to early adoption and potential new growth while skeptics question monetization, privacy, and AI spending. The debate also centers on whether enthusiasm is already priced in and the rally could face profit-taking.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Vikings proposed stock-and-convertible-note offering has prompted debate over dilution and its timing after positive VK2735 weight-loss maintenance data. Some traders see the financing as a near-term overhang that could curb momentum, while others view the added runway as support for Phase 3 development and stronger partnership or acquisition negotiations.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonalds shares sold off after managements investor-day outlook pointed to persistent inflation and weak restaurant traffic, while its multiyear growth plan includes substantial spending on restaurant and franchisee upgrades. Traders debate whether the pressure from high prices and softer demand signals deeper business problems or creates an oversold buying opportunity.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys strong Q2 results and upbeat outlook, driven by improving Vector-powered advertising performance and profitability, have fueled a bullish turnaround narrative and analyst upgrades. Traders are also debating whether the gains can hold, with some pointing to short-term overextension and uncertainty about sustained growth and market-share gains against AppLovin.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet shares sold off amid a broader growth-stock pullback as strong business-activity data and rising Treasury yields revived expectations of further Fed hikes. Traders also debated whether Metas Muse poses a competitive threat to Googles AI and search businesses, while others dismissed that concern and viewed the decline as a buying opportunity.

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 first Alloy Kore design win with Coretura, a Daimler TruckVolvo venture, is drawing attention as its largest QNX win and a boost to estimated royalty backlog. Traders see it as validation of QNXs growth potential, while others question how quickly the backlog will convert to revenue and await evidence in Q2 results and guidance.

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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs strong rally and push toward record highs have intensified debate over Michael Burry adding to his short position. Bulls point to the stocks momentum and dismiss the bearish bet, while skeptics argue its valuation leaves it vulnerable to a pullback.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas acquisition of three defense technology businesses is drawing attention as it expands the companys drone-detection, autonomy, communications, and navigation capabilities. Bulls see the deals as building a broader defense platform, while skeptics question dilution and whether Ondas can integrate its acquisitions and turn them into sustained growth; traders are also debating the stocks stalled price action and potential for a squeeze.

Jersey Mike's Subs, Inc. engages in franchising fast casual, submarine-style sandwich restaurants specializing in authentic, hand-crafted, and craveable subs. The company was founded by Peter Cancro in 1956 and is headquartered in Tinton Falls, NJ.

Jersey Mike`s Subs Inc. - Ordinary Shares - Class A

Jersey Mikes quarterly results and growth outlook are driving discussion, with traders pointing to higher same-store sales and expansion plans as positives. Reactions are split: some view the results as encouraging, while others focus on lower net income, debt, and concerns that the IPO valuation is too high.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novos Capital Markets Day outlook has fueled a selloff, with traders saying long-term growth goals offered too little near-term reassurance amid Lillys competition, pricing pressure and semaglutides coming patent cliff. Many criticize management and question execution, while some bullish traders see the weakness as excessive and point to the Wegovy pill and Novos valuation.

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$ABR in August* before the interest rates even went parabolic! Default city incoming.

$ABR Starting to read multi family in the top 29 areas of the US are seeing increasing defaults with the worst numbers in over 31 years in August.  Ugggh

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 in August* before the interest rates even went parabolic! Default city incoming.