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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 surging after CEO Ryan Cohen disclosed another open-market purchase of more than 1 million shares, extending a string of insider buying that has also included recent purchases by company directors. Retail traders are largely bullish, with speculation focused on a short squeeze and continued insider buying pushing the stock toward its warrant exercise threshold ahead of late-October expiration, though skeptics point to the muted price reaction, allege suppression, or view the moves skeptically.

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 rallying sharply after positive topline results from its VK2735 maintenance study, with patients retaining up to 97% of prior weight loss on every-other-week dosing and about 90% on monthly dosing, alongside roughly 22% placebo-adjusted weight loss at 33 weeks without a plateau. Community reaction is split between bulls calling the data best-in-class and speculating on a buyout or short squeezesentiment amplified by Novo Nordisk signaling openness to larger M&Aand skeptics raising dilution concerns tied to the company's shelf registration and voicing frustration over what they see as a muted price response to strong results.

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.

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 trending after settlements with 12 state attorneys general and the Writers Guild of America cleared the legal obstacles to its acquisition of Warner Bros. Discovery, with CEO David Ellison telling staff the deal could close in roughly two weeks. The community is split: bulls are celebrating the removal of merger risk and avoidance of daily ticking fees, while frustrated traders are calling the pullback a sell-the-news reaction, alleging short-driven pressure and flagging concerns over merger debt and the settlement's production and editorial-oversight concessions.

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.

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.

Critical Metals is drawing heavy attention around the signing of a US-Denmark-Greenland security agreement, which much of the community views as strengthening the strategic case for its Tanbreez rare earth project in Greenland, though the stock is trading lower as some traders call a sell-the-news reaction. Debate centers on whether further catalystsspeculation about a possible US government stake, a scheduled US-China meeting on rare earths, and anticipated project announcementswill drive follow-through, while skeptics question why CRML is lagging other Greenland-linked names that rallied more sharply.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is trending due to the confirmation of its removal from the S&P 500 index, prompting significant concern among the community regarding the company's long-term growth prospects, leadership, and recent 15% workforce reduction. While some traders view the depressed valuation as a potential turnaround opportunity and a value play, others are heavily bearish, citing slowing revenue, increased competition, and leadership compensation as catalysts for further downside.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius is drawing heavy attention after a cluster of open-market insider purchases by CEO John Fieldly and multiple directors, which many traders interpret as a high-conviction bottoming signal and fuel for short-squeeze hopes. Skeptics counter that the buys are modest relative to historical insider selling and could be optical or company-orchestrated, keeping the debate between bullish conviction reads and bearish calls that management is failing.

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.

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Bowmo, Inc. engages in providing an intelligent software solution for the staffing and recruiting industry. It offers V-RPO, a combination of proprietary AI-based technology for a do-it-yourself sourcing experience, matching candidates to jobs without having to use keyword searches or Boolean strings. The company was founded by Eddie Aizman on May 22, 2015 and is headquartered in New York, NY.

Bowmo Inc

Bullish 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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