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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.

A significant market reaction to Anthropic's Claude Code, which automates COBOL modernization, is driving a sharp sell-off in IBM and the broader software sector. While many perceive this as a direct threat to IBM's legacy services, a vocal segment of the community views the move as an overreaction, pointing to IBM's existing partnership with Anthropic and its strong position in enterprise AI and hybrid cloud.

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, NEREUS, Ponvory, and HETLIOZAccess. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is actively discussed following its FDA approval of BYSANTI for bipolar I disorder and schizophrenia, a new chemical entity with patent protection extending to 2044. The community is buzzing about the stock's significant undervaluation, potential for a short squeeze, and mounting speculation around a major pharmaceutical buyout.

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

Novo Nordisk is experiencing a sharp decline following disappointing trial results for its next-generation obesity drug, CagriSema, which failed to demonstrate non-inferiority against Eli Lilly's rival treatment. Despite the market's strong negative reaction, many in the community believe the sell-off is an overreaction given the massive success of Novo's oral Wegovy pill and the company's perceived long-term value.

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 is experiencing intense volatility ahead of its upcoming Q4 earnings, as the stock is caught in a broader software sell-off driven by AI displacement fears, despite recent positive news like its WorkFusion acquisition and industry awards. While bears predict further declines amid general market weakness, the community is actively discussing strong institutional accumulation and the company's agentic AI leadership, with many viewing current prices as a significant buying opportunity.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal Holdings Inc. is trending due to widespread reports of potential takeover interest, with community chatter focusing on various major rivals as suitors and speculation regarding a fair acquisition price for the significantly undervalued fintech giant. Many are actively discussing the value of PayPal's assets, particularly Venmo, amidst hopes for a significant turnaround from recent stock performance.

Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.

Mastercard Incorporated - Ordinary Shares - Class A

Mastercard Inc

Mastercard is trending due to a notable sell-off across the payments sector, sparked by intensifying concerns over AI's potential to disrupt traditional payment models and new regulatory pressures, including proposed credit card interest rate caps. Community discussion is split between panic regarding legacy finance models and those viewing the dip as a strategic buying opportunity for its resilient global network.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending due to widespread panic selling across the software sector, fueled by concerns over AI's disruptive potential to traditional software models and the high costs associated with AI infrastructure, including for its partner OpenAI. This significant downturn has created a stark divide in community sentiment, with many viewing the current levels as a compelling buying opportunity while others anticipate further declines.

American Express Co. engages in the provision of card-issuing, merchant-acquiring, and card network businesses. Its products and services include credit cards, business credit cards, corporate programs, gift cards, savings accounts and CDs, and the American Express App. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to United States consumers. The CS segment offers corporate and small business cards and provides services to United States businesses. The ICS segment provides consumers, small businesses, and corporate cards outside the United States. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. It also operates through the following geographical segments: United States, EMEA, APAC, LACC, and Other. The EMEA segment represents Europe, the Middle East, and Africa. The APAC segment refers to Asia Pacific, Australia, and New Zealand. The LACC segment focuses on Latin America, Canada, and the Caribbean. The Other segment includes net costs which are not directly allocated to specific geographic regions. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

American Express Co.

American Express is trending amidst widespread discussion of a proposed government-imposed cap on credit card interest rates, which is driving a broad sell-off across the payments sector. The community is sharply divided, with some expressing alarm over the downturn while others view it as an overblown reaction, highlighting AXP's premium customer base and seeing a buying opportunity.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

A sector-wide sell-off in cybersecurity stocks is gripping Crowdstrike, as the market reacts to fears that Anthropic's new Claude Code Security tool could disrupt established solutions. The community is sharply divided, debating if this represents a genuine threat or an overblown reaction creating a buying opportunity, given Crowdstrike's distinct focus on endpoint and cloud security.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF (IGV) is under significant pressure due to widespread fear that advanced AI models, specifically Anthropic's Claude, will disrupt and render traditional enterprise software obsolete. While many in the community view this as an irrational, overblown panic creating buying opportunities, others warn of a lasting structural shift for the software industry.

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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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$SUNS Started a position here yesterday at $9.90 
 
I like the concentration on Southern commercial real estate (a growing market), I like the proportion of Senior loans compared to subordinate, I like the 13% dividend (admittedely not sustainable), I like the low float, I like the management team (successfully sold first fund to Oaktree for 5 billion USD), I like how the founder has bought 18 million USD worth of the stock in the past 12 months, and so on.  
 
Also, US Real Estate due for a bounce?

Hintan

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Sunrise Realty Trust Inc.

 Started a position here yesterday at $9.90 
 
I like the concentration on Southern commercial real estate (a growing market), I like the proportion of Senior loans compared to subordinate, I like the 13% dividend (admittedely not sustainable), I like the low float, I like the management team (successfully sold first fund to Oaktree for 5 billion USD), I like how the founder has bought 18 million USD worth of the stock in the past 12 months, and so on.  
 
Also, US Real Estate due for a bounce?