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Olema Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which focuses on the discovery, development, and commercialization of next generation targeted therapies for women’s cancers. Its product candidate, OP-1250, is a novel oral therapy with combined activity as both a complete ER antagonist, or CERAN, and a selective ER degrader, or SERD, which is believed to drive deeper, more durable responses than existing therapies. The company was founded by Cyrus L. Harmon and Peter J. Kushner on August 7, 2006 and is headquartered in San Francisco, CA.

Olema Pharmaceuticals Inc

Fueled by Roche's breast cancer therapy success, Olema Pharmaceuticals is trending as traders discuss the potential read-through to OLMA's similar treatment. Community members are weighing the impact of the Roche news, with some pointing out OLMA's lack of data, while others anticipate a pipeline valuation reset and a possible buyout. Traders are actively debating whether this move is justified or an overblown sympathy play, as well as the potential for a pump and dump.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare ($NET) is trending due to a widespread internet outage affecting major services, sparking user frustration and $RAGE. The outage has ignited discussions about the dangers of centralized internet infrastructure and the need for alternatives like blockchain.  Despite the outage, some believe in the company, as analysts are raising price targets.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is trending due to community discussion around its recent earnings report and future guidance. While some investors are wary of broken promises, others point to a strong cash position and significant contracts as reasons for optimism. The stock's valuation relative to its cash and pipeline is also a key talking point.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and decor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending despite mixed earnings and a cut to its full-year outlook, with the community focusing on forward guidance and potential impacts from consumer spending habits. Community members are discussing the impact of housing and interest rates as well as potential trading strategies given the news. Despite the negative earnings news, some analysts are reiterating buy ratings, adding to the complexity of the conversation.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is trending following Q3 earnings, which beat expectations despite a sales decline, with the community focused on the company's AI transition and large cash balance. Autonomous driving efforts and AI-driven cloud growth are key talking points, while geopolitical risks and China's macro environment temper overall sentiment.  Discussion includes the potential for Baidu to be undervalued given its AI dominance.

Klarna Group Plc operates as an investment holding company. It provides an e-commerce payment solutions for merchants and shoppers. The firm connect an array of different financial services and commerce organizations, from PSPs, traditional banks, card networks and open banking providers, to commerce enablers, technology partners, in-store payments providers and shipping and return logistics providers. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is trending amid discussions around its Q3 earnings, which revealed strong growth but questioned profitability, sparking mixed sentiment within the community. The community is closely watching the Buy Now, Pay Later giant's growth in the US market and its partnerships with major players like Apple and Google. Some investors are comparing KLAR to competitors such as AFRM and PYPL, while others are analyzing the potential impact of AI on its business model.

Arvinas, Inc. is a biopharmaceutical company, which engages in the discovery, development, and commercialization of therapies to degrade disease-causing proteins. Its product candidates are ARV-110, a proteolysis targeting chimera (PROTAC) protein degrader that is in phase I clinical trial targeting the androgen receptor (AR) protein for the treatment of men with metastatic castration-resistant prostate cancer, ARV-471, and ARV-766, a PROTAC protein degrader targeting the estrogen receptor protein for the treatment of patients with metastatic ER positive/HER2 negative breast cancer. The company was founded in February 2013 and is headquartered in New Haven, CT.

Arvinas Inc

Arvinas (ARVN) is trending due to renewed community confidence in its pipeline and recent pre-clinical data presentations, with discussions focusing on its potential in breast cancer treatment and PROTAC technology. Some investors are taking profits while others are accumulating shares, drawing comparisons to peers like OLMA and noting institutional ownership and upcoming data catalysts. The community also discusses the financial health of the company, weighing buyback programs and recent analyst ratings.

PDD Holdings, Inc. is a multinational commerce group that owns and operates a portfolio of businesses. The company aims to bring more businesses and people into the digital economy so that local communities and small businesses can benefit from increased productivity and new opportunities. It has built a network of sourcing, logistics, and fulfillment capabilities, that support its underlying businesses. PDD Holdings was founded by Hua Lin Cai and Zheng Huang in 2015 and is headquartered in Dublin, Ireland.

PDD Holdings Inc - ADR

Pinduoduo Inc.

PDD is trending due to mixed reactions to its earnings report, with concerns about moderated revenue growth overshadowing Temu's expansion. Community discussions revolve around whether Temu's long-term potential outweighs short-term profitability anxieties. Option flows suggest traders anticipate a significant move, reflecting the uncertainty surrounding PDD's future trajectory in the competitive Chinese e-commerce landscape.

Welcome to SLAP – The Only Coin That Slaps Harder Than Your Moms  Tired of coins that claim they SLAP but are nothing but limp wrists? SLAP is here to SLAP some sense into the crypto space.  Founded by the Flutter of Five Fingers and powered by the Prancing of the Pried Palm, SLAP isn’t just another coin—it’s an attitude.  We’re not here to talk roadmaps, utility, or world peace. We’re here to SLAP charts, SLAP the haters, and SLAP our way to the top. No VC suits, no corporate nonsense—just raw, unfiltered internet culture with a side of “did we just do that?  ”So load your wallet, mute your financial advisor, and get ready to ride the most unhinged meme rocket. Open up your hands, and start swingin'. You never know what you could hit.  SLAP: It’s not a coin. It’s a lifestyle.

Slap

The crypto, SLAP, is trending as the community rallies around its active presence on social platforms and real-world partnerships, including MMA fighter Karolina Arm. Community members highlight the staking rewards and instant stake/unstake options as key benefits. Amidst general market discussions, the "SLAP" community remains bullish, emphasizing teamwork and resilience against "bears."

Lowe's Companies, Inc. engages in the retail sale of home improvement products. The firm offers products for maintenance, repair, remodeling, home decorating, and property maintenance. It also provides home improvement products in the following categories: appliances, seasonal & outdoor living, lumber, lawn & garden, kitchens & bath, hardware, building materials, millwork, paint, rough plumbing, tools, electrical, flooring, and décor. The company was founded in 1946 and is headquartered in Mooresville, NC.

Lowe`s Cos., Inc.

Lowe's Companies, Inc.

Lowe's is trending following its earnings release, with community discussions focused on the company's guidance and its implications for the home improvement sector. Despite a beat on earnings, some analysts and investors express concerns about sales and the impact of external economic pressures. The community is closely watching for potential price target adjustments and debating whether Lowe's can outperform its competitor, Home Depot.

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Magnite Inc. (MGNI) attracted strong retail chatter on Stocktwits on Monday as the shares of the omni-channel sell-side advertising platform provider jumped during the session.In Tuesday's early premarket session, the stock gave some of the gains as it traded down by over 0.50%.The New York-based company benefited from a positive analyst action, which sent its shares soaring by 14.31% on Monday, with the upside accompanied by more than twice the average volume.According to Investing.com, Rosenblatt Securities maintained a ‘Buy’ rating for&nbsp;<a href="https://stocktwits.com/symbol/MGNI">Magnite stock</a> and raised the price target to $39 from $18 on Monday.&nbsp;Analysts at the research firm expect the company to reap substantial benefits from the upcoming AdTech antitrust remedy and penalty phase against Alphabet, Inc.’s (GOOGL) (GOOG) Google.&nbsp;In late April, a judge ruled that Google violated U.S. antitrust laws by monopolizing the markets for publisher ad servers and ad exchanges, and by illegally tying its ad server to its ad exchange.The benefits that Rosenblatt estimates could accrue as early as 2026, the analysts said, adding that it sees earnings improvement from behavioral remedies and potential proceeds from settlements.&nbsp;Rosenblatt said the stock price hasn’t yet baked in the potential benefits.Additionally, analysts believe that the ruling against Google was strong, potentially withstanding appeals, if any, thereby creating a favorable environment for Magnite in the digital advertising ecosystem.Following Rosenblatt’s note, the message volume on the Magnite stream on Stocktwits increased by 6,800% over the 24 hours leading up to late Monday.&nbsp;Sentiment toward the stock remained ‘extremely bullish’ (79/100) by early Tuesday.<figure class="image"><img style="aspect-ratio:617/50;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_01_at_5_10_00_AM_png_03fb91a309.webp" alt="Screenshot 2025-07-01 at 5.10.00 AM.png" width="617" height="50"><figcaption>MGNI sentiment and message volume as of 5:10 a.m. ET, July 1 | source: Stocktwits</figcaption></figure>Magnite stock has gained over 51% this year, and it hit a multi-year high of $24.46 in Monday’s session.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-says-musk-would-head-back-home-to-south-africa-without-subsidies/chFW3YqRRrE">Trump Says Musk Would 'Head Back Home To South Africa' Without Subsidies — Tesla CEO Dares President To 'Cut It All'</a>

The Magnite logo is seen displayed on a smartphone screen.

Magnite Retail Chatter Spikes After Stock Hits Multi-Year Highs As Analyst Flags ‘Substantial’ Benefits From Google Adtech Antitrust Ruling

The benefits that Rosenblatt estimates could accrue as early as 2026, the analysts said, adding that it sees earnings improvement from behavioral remedies and potential proceeds from settlements. 

Equity

The benefits that Rosenblatt estimates could accrue as early as 2026, the analysts said, adding that it sees earnings improvement from behavioral remedies and potential proceeds from settlements. 


Atlassian Corp. (TEAM) stock has gained nearly 18% since the collaboration software services and tools provider reported a beat-and-raise quarter. An analyst said Friday he is “incrementally positive” on the stock but opted to stay on the sidelines.Macquarie analyst Steve Koenig upped his price target for <a href="https://stocktwits.com/symbol/TEAM">Atlassian stock</a> as the stellar fiscal year second-quarter performance prompted him to revise his estimates for the company upwardly.&nbsp;The analyst attributed the second-quarter beat to the conservative guidance approach, which accommodates macro and execution risks. He also noted that the company stuck with its conservative approach in its fiscal year 2025 guidance as new Chief Revenue Officer Brian Duffy took over the sales team.&nbsp;Koenig expects Atlassian to maintain its 2025 momentum, citing the stability in the quarterly revenue trends and the 15%-25% data center price increases on contracts renewing after Feb. 11.The analyst said, “We're incrementally more positive on the potential for continued momentum to set the company up for near-term outperformance and easier FY27 comparisons that don't require acceleration.He is also encouraged by the company’s ability to derive more value per seat, which will likely offset macro headwinds.That said, Koenig believes that the multiple now looks stretched. "We could become more constructive if we gain visibility into FY26 (upside) and/or a more attractive entry point for TEAM shares," he added.&nbsp;The updated price target of $317 suggests a less than 1% upside from current levels.Macquarie has a ‘Neutral’ rating on Atlassian stock.<figure class="image"><img style="aspect-ratio:632/138;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/team_sentiment_8b2dea7843.png" alt="team-sentiment.png" width="632" height="138"><figcaption>TEAM sentiment and message volume February 10, as of 2:17 am ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, retail sentiment toward Atlassian stock turned ‘extremely bullish’ from merely ‘bullish’&nbsp; a day ago. The message volume remained at ‘normal’ levels.Atlassian stock ended Friday’s session down 1.48% at $314.28. The stock has gained over 29% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/roblox-under-active-sec-investigation-report-says-retail-braces-for-further-stock-decline/ch53xNzRtX">Roblox Under Active SEC Investigation, Report Says: Retail Braces For Further Stock Decline</a>

The Jira Cloud by Atlassian app page is displayed on a smartphone in the Apple App Store in front of the Atlassian Corporation logo on October 31, 2024 in Chongqing, China. 

Atlassian Analyst ‘Incrementally Positive’ On Stock Yet Remains On Sidelines: Retail Turns Increasingly Bullish

 Analyst Steve Koenig expects Atlassian to maintain its 2025 momentum, citing the stability in the quarterly revenue trends and the proposed 15%-25% data center price increases.

Fidelity Covington Trust - Fidelity Disruptive Technology ETF

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