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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

Viking Therapeutics is surging after the company reported positive topline results from a maintenance study of its obesity drug VK2735, showing most prior weight loss retained on less-frequent dosing and roughly 22% placebo-adjusted weight loss at week 33 with no plateau. Traders are divided: bulls call the data best in class and speculate about big-pharma buyout or partnership interest and a potential short squeeze, while bears point to fading intraday gains as a sell-the-news reaction and warn of possible dilution from an existing shelf registration.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Conversation is dominated by founder Patrick Soon-Shiong's tease of blockchain-based, tokenized stock trading at his Nant platform, with traders speculating it could eventually include ImmunityBio shares, expose naked shorting, and force heavily shorted positions to cover. The rally is also being tied in the community to rumors of an imminent Anktiva approval in Turkey following Soon-Shiong's meeting with President Erdogan, though some posters dismiss both as unconfirmed hype given no material company announcement has been made.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is drawing heavy retail attention after a filing showed CEO Ryan Cohen purchased more than 1.1 million shares in open-market transactions, his second sizable buy in recent weeks, lifting shares modestly in extended and premarket trading. Retail reaction is largely bullish, with many reading the insider accumulation as a conviction signalsome speculating it is aimed at pushing upcoming warrants into the money or precedes a company buybackwhile skeptics cite the muted price response, allege suppression, or question whether the purchases are warrant-driven maneuvering.

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

BlackBerry is in focus after QNX and Vector Informatik announced the first design win for their jointly developed Alloy Kore vehicle operating system with Coretura, the software-defined vehicle platform founded by Daimler Truck and Volvo Group, which the companies billed as the largest design win in QNX history and a nine-figure addition to the QNX royalty backlog heading into upcoming quarterly results. Reaction is split: bulls celebrate the deal as long-awaited commercial validation and attribute the stock's muted follow-through to manipulation or short pressure, while skeptics counter that Alloy Kore revenue is years from materializing and view the weak price action as a sell-the-news setup ahead of earnings.

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

Traders are zeroing in on Alphabet's sharp intraday reversal, with many attributing the weakness to competitive pressure from Meta's Muse AI agent after its strong consumer launch  a development some see as a threat to Google's position in the AI agent race. The community is split between dip-buyers calling the stock undervalued on AI and TPU momentum and bears arguing it remains overvalued, while others chalk the drop up to broader megacap weakness and rising yields rather than anything company-specific.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is drawing heavy discussion after settling antitrust suits with a coalition of state attorneys general and the Writers Guild, clearing a key legal obstacle to its Warner Bros. Discovery acquisition, with management telling staff the deal is tentatively set to close in about two weeks. Community reaction is split: bullish traders cite deal completion, streaming synergies, and potential warrants, while frustrated holders point to the stock's weak reaction to the settlement news, debating whether it reflects sell-the-news dynamics, merger-related debt concerns, or alleged short-seller manipulation.

Alphabet Inc - Ordinary Shares - Class C

Alphabet shares are persistently lagging a broader megacap-tech rally, sparking a divided debate over the cause. Bears point to the reported Gemini security breach during an AI safety test, competitive pressure from AI rivals, and ad-tech antitrust remedies, while bulls argue the stock is undervalued and cite Berkshire's growing stake and YouTube's gains on Netflix.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

CRML is trending around the U.S.-Denmark-Greenland Arctic security agreement, which traders view as strengthening the strategic backdrop for its Tanbreez rare-earth project in Greenland while noting the deal itself addresses military security rather than mining rights or funding. The community is split: bulls cite elevated short interest, speculation about a possible U.S. government stake, and a planned Trump-Xi meeting on rare earths as further catalysts, while skeptics call the stock's pullback a sell-the-news reaction and point to its lag versus other Greenland-linked names along with dilution and capital-needs concerns.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending amid a sharp sell-off that traders largely attribute to Piper Sandler lowering its price target while keeping a Neutral rating, citing softer sector multiples on fears of peaking growth even as hardware demand outpaces supply. The community is divided between dip-buyers calling the drop an overreaction given Cisco's strong AI networking demand, and frustrated holders selling out or blaming market-maker manipulation, with several arguing the reaction is excessive since the analyst rating itself was unchanged.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is selling off sharply following its Investor Day, with many traders framing the move as 'sell the news' profit-taking after a strong run-up into the event, and several saying they can't find any negative news to explain the decline  speculation includes algorithmic reactions to the posted Investor Day presentation and questions over whether the conference itself underwhelmed. The community is split between dip-buyers treating the fade as a shakeout worth buying and traders warning the pullback could extend toward prior support levels.

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Arcis Resources Corp. engages in the provision of technology solutions. It develops and sells portable desktop vaporizers, e-juice, oils and accessories, and wearables. The company was founded on March 27, 2008 and is headquartered in Denver, CO.

Arcis Resources Corp

Neutral Sentiment

Job displacement

Market bubble / overvaluation

Loss of human oversight / control

Killer robots 🤖

As AI spending accelerates across hyperscalers and valuations climb to historic highs, investors and workers alike are increasingly debating the risks the technology poses - from job displacement to fears about losing human oversight over increasingly autonomous systems. What do you think is the biggest threat AI poses? Vote and explain your reasoning in the comments.

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