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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

Palantir is facing intense downward pressure following a tweet from Michael Burry, who alleged that Anthropic is aggressively capturing market share in the enterprise AI sector. While investors remain divided, with many dismissing the commentary as market manipulation or a lack of understanding regarding Palantir's specialized role in government and enterprise infrastructure, the stock has experienced significant volatility as retail traders weigh these competitive concerns against their long-term bullish outlook.

Applied Digital Corporation

Applied Digital is seeing significant attention from traders ahead of its upcoming earnings report, with the community actively speculating on the potential for a hyperscaler lease announcement and a short squeeze. Despite broader market volatility surrounding geopolitical concerns, bullish investors remain focused on long-term data center infrastructure growth and the company's ability to scale capacity.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as investors debate whether the company's enterprise-grade AI integration makes it a durable 'operating system' or a target for disruption by leaner AI-native competitors. While community sentiment remains split between long-term holders accumulating on pullbacks and traders speculating on continued volatility, the stock is heavily focused on whether recent growth figures and institutional backing can offset ongoing sector-wide valuation compression.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is capturing investor attention as it initiates a massive $25 billion accelerated share repurchase program, with many in the community debating whether this strategic move will provide a definitive floor for the stock or if broader concerns regarding AI disruption in the software sector will continue to weigh on sentiment. Traders are closely monitoring the impact of this buyback on the float alongside ongoing discussions about the company's ability to maintain its competitive moat against emerging AI-driven tools.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group is seeing significant volatility and intense community speculation ahead of a pivotal April 2026 PDUFA decision regarding its skin cancer drug. Investors are debating the likelihood of FDA approval following a prior rejection, with discussions split between those anticipating a "sell-the-news" event due to potential CRL risks and others banking on a regulatory reversal, while concerns over institutional activity and insider filings continue to drive the narrative.

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 facing significant selling pressure as investors rotate out of the software sector and express frustration over the company's inability to keep pace with broader market rallies. The community remains deeply divided, with bearish traders highlighting technical weakness and geopolitical headwinds, while long-term investors continue to discuss the stock's valuation as an attractive entry point ahead of upcoming earnings.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is currently experiencing intense volatility and downward pressure as market participants debate whether recent price swings are driven by a coordinated short-selling campaign or fundamental concerns regarding competitive threats from Big Tech. Investors are actively tracking the stock's ability to hold critical technical support levels while simultaneously monitoring leadership transitions and ongoing analyst debates about the durability of its AI-driven advertising moat.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is seeing intense volatility and a significant sell-off as investors react to a strategic shift that prioritizes long-term user growth over near-term profit margins. While the community remains deeply divided between those citing a "death spiral" due to AI competition and those highlighting the company's strong cash position and share buyback as a generational buying opportunity, sentiment remains largely bearish as the stock hits new lows.

iShares Trust - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The software sector represented by IGV is experiencing significant volatility driven by intense debate over whether generative AI agents will displace incumbent SaaS providers or serve as a net-positive integration layer. While many market participants are trading defensively or betting on a continued 'SaaSpocalypse,' a vocal segment of the community is aggressively buying the dip, arguing that software valuations have become irrationally disconnected from the durable cash flows of established enterprise leaders.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Investors are actively debating the sustainability of the semiconductor rally amid ongoing geopolitical tensions and speculation over the true status of ceasefire negotiations. Many traders are focused on aggressive short-term volatility, with a significant divide between those rotating into leveraged bear positions to hedge against potential instability and those looking to capitalize on perceived bull traps in the sector.

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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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$OPY time to circle back here as the Capital market business roars back with a vengeance. Profits in the wealth management business have been subsidizing losses in investment banking for a while now as OPY has built out a strong banking team in a rather subdued transaction market environment. This flipped in a small way in Q3 and in Q4 the IB team produced incredible results.  
 
Q4 EPS came out to $6.51; there are no odd one-time items, just pure strong execution in equity underwriting (so IPOs, secondary offerings, PIPEs, etc) in particular. There is a flywheel effect to this - as they do well on deals the likelihood of getting more deals increases dramatically 
 
The year&#39;s EPS came in at ~$13 (so it now trades at 6.5x LTM EPS) but if they can keep it up you are looking at well over $20 in EPS this year which means it is trading at ~4x EPS. The book value per share is $94 so it trades at a significant discount and it cheap by every measure 
 
PIPR, HLI, PJT, SF, EVR etc trade above 20x EPS

$OPY chances Capital markets come back have just skyrocketed. OPY will not likely be trading anywhere near the current 8x EPS if/when that business turns black

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Oppenheimer Holdings Inc - Ordinary Shares - Class A

Jack Suwo

$OPY the two business lines are below. Wealth management is a mostly stable fee off AUM collector. OPY has aspired to ride up the ranks in Capital Markets and invested heavily to do so - that investment is beginning to pay off big time.

 time to circle back here as the Capital market business roars back with a vengeance. Profits in the wealth management business have been subsidizing losses in investment banking for a while now as OPY has built out a strong banking team in a rather subdued transaction market environment. This flipped in a small way in Q3 and in Q4 the IB team produced incredible results.  
 
Q4 EPS came out to $6.51; there are no odd one-time items, just pure strong execution in equity underwriting (so IPOs, secondary offerings, PIPEs, etc) in particular. There is a flywheel effect to this - as they do well on deals the likelihood of getting more deals increases dramatically 
 
The year's EPS came in at ~$13 (so it now trades at 6.5x LTM EPS) but if they can keep it up you are looking at well over $20 in EPS this year which means it is trading at ~4x EPS. The book value per share is $94 so it trades at a significant discount and it cheap by every measure 
 
PIPR, HLI, PJT, SF, EVR etc trade above 20x EPS