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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending as investors anticipate upcoming earnings and potential hyperscaler announcements, crucial for the company's AI infrastructure growth. Community discussions revolve around the timing of a new lease and the impact of Macquarie's recent funding draw. Bullish sentiment remains high due to the expected increase in AI data center demand and APLD's strategic position.

SEALSQ Corp. is a holding company, which engages in the security of microcontrollers. It operates through the following geographical segments: North America, Europe, Middle East, Africa, Asia Pacific, and Latin America. It focuses on authentication process, digital certification, and covering individual patents of semiconductors. The company was founded on April 1, 2022 and is headquartered in Cointrin, Switzerland.

SEALSQ Corp

SEALSQ (LAES) is trending due to a strategic partnership to develop 'Made in US' post-quantum cryptography solutions for US government and defense, sparking bullish sentiment. The community is actively discussing the potential for a short squeeze and significant upside, drawing comparisons to other quantum stocks. With high trading volume and positive news, investors are optimistic about the company's future growth and potential double-digit price targets.

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 ($PATH) is trending due to recent AI partnerships, sparking investor excitement about its potential in the agentic AI space; some view it as undervalued compared to competitors like $PLTR. The community is discussing its strategic shift from RPA to AI-driven automation and whether it can sustain growth, while others are eyeing potential short squeezes.

SPDR Gold Trust - SPDR Gold Shares ETF

SPDR Gold Shares ETF

GLD is trending as gold prices surge to new all-time highs, driven by safe-haven demand amid economic uncertainty and geopolitical tensions, potentially signaling a broader market correction. Community members are actively debating whether this rally is sustainable, with some pointing to overbought conditions while others anticipate further gains due to ongoing global instability and central bank activity. Discussions also revolve around the relationship between gold, the dollar, and other asset classes like equities and crypto.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

SLV is trending as silver prices surge, nearing multi-decade highs, fueled by potential for a short squeeze and discussions of a 45-year cup and handle formation. Community chatter revolves around big banks potentially manipulating the price and excitement about silver's potential to reach new all-time highs. Some investors are adding to their positions, while others are taking profits or expressing concerns about a possible pullback.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense & Security Solutions is trending amid discussions about defense spending, potential contract wins, and comparisons to other high-growth tech and defense companies. The community is actively debating its valuation, potential for acquisitions, and upcoming catalysts like government contracts and drone technology advancements. Some traders are taking profits after a significant run-up, while others see it as a long-term growth play.

Global Health Solutions Inc is an American company that works with partners to eliminate diseases that have plagued humanity for centuries and protect the health of populations by helping countries build strong health systems. The private company is located in the US. The company brings together key stakeholders around the world with a common goal to stop diseases and strengthen health systems through powerful partnerships. The company consists of programs and focus areas that cover a range of health issues including neglected tropical diseases, infectious diseases, vaccines, field epidemiology, public health informatics, health workforce development, and health ethics. The company's end goal is to eliminate diseases and protect the health of populations.

Turn Therapeutics Inc.

Turn Therapeutics Inc

Turn Therapeutics ($TTRX) is trending due to significant price volatility following its recent IPO, with the community actively debating potential short squeezes and bag holding scenarios. Discussions revolve around the stock's rapid price fluctuations and whether it represents a genuine opportunity or a classic pump-and-dump scheme. The stock's performance is also drawing comparisons to other recent high-flying biotech stocks.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

SERV is trending due to its expanding partnerships in the autonomous delivery space, particularly with DoorDash, sparking discussions about the company's growth potential and market dominance. Community members are actively discussing the high call option volume, potential for a short squeeze, and the long-term prospects of robotic food delivery. Despite some concerns about high operating costs, the stock is seeing increased attention as a strong relative strength name in the robotics sector.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy ($ENPH) is trending as the stock shows signs of bouncing back, prompting discussions about a potential breakout and short squeeze. Community members are actively debating whether the stock has hit its rock bottom and if it's poised for a significant upward move, while also noting positive momentum in the broader solar sector. Some analysts point to potential benefits from future interest rate cuts, even amidst concerns about policy headwinds.

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 Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending amid discussions around its valuation, potential for a short squeeze, and a recent healthcare partnership with OneMedNet; the community is debating whether the stock is overvalued and if it can sustain its high growth, while some point to the potential for breakout traders to drive the price higher. Bullish sentiment remains strong despite some concerns about the company's valuation and the sustainability of its growth.

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Eli Lilly’s stock slid marginally in extended trading on Tuesday after the drugmaker said that Peter Marks, the former top vaccine regulator in the U.S. Food and Drug Administration who was ousted earlier this year, has joined the company to lead molecule discovery and infectious disease research.&nbsp;<a href="https://stocktwits.com/symbol/LLY">Shares of Eli Lilly</a> closed down 0.2% at $843.63 to end Tuesday’s regular session, and slipped a further 0.02% in after-hours trading.Marks, who was at the center of the COVID-19 vaccine push in Donald Trump’s first term, resigned in March after Health Secretary Robert F. Kennedy Jr. gave him an ultimatum to resign or be terminated, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/boards-policy-regulation/former-fda-vaccine-chief-peter-marks-joins-eli-lilly-stat-reports-2025-10-07/">reported</a>.&nbsp;Marks had been the director of the&nbsp;Center for Biologics Evaluation and Research (CBER) since 2016 and became one of the most public-facing scientists during the COVID-19 pandemic, leading Operation Warp Speed, the government effort to speed up vaccine development. In 2021, while already running CBER, he also took over direction of the office within CBER responsible for vaccine approval decisions.His sudden ouster earlier this year unsettled the biotech sector, where he was regarded as a supporter of faster approvals for rare disease and gene therapies.&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/retail-stays-bullish-on-biotech-despite-rfk-jr-effect/chf3Sc1RbI1">RBC Capital said</a> his exit was “not good for the biotech industry even beyond vaccines,” while analysts at Cantor Fitzgerald called for Kennedy’s removal, saying he was “undermining the trusted leadership of healthcare in this country.”Meanwhile, Lilly said Marks’ expertise will strengthen its work in both existing and emerging therapeutic areas, adding that it continues to evaluate breakthrough science that could benefit patients. Leerink Partners’ David Risinger said Marks’ background in gene therapies and rare diseases would add significant value to the drugmaker.Marks’ move follows a string of similar industry transitions by former FDA leaders, including Patrizia Cavazzoni, who became Pfizer’s chief medical officer in February, and ex-FDA Commissioner Scott Gottlieb, who serves on Pfizer’s board.Meanwhile, Lilly also unveiled fresh clinical data on Tuesday showing that its ulcerative colitis drug Omvoh aided long-term remission of up to four years in patients. The results of the Phase 3 LUCENT-3 study, presented at the United European Gastroenterology (UEG) Week in Berlin, showed a durable remission on key endpoints of symptom relief and steroid-free control of disease, even in patients who had failed other advanced therapies previously.The company said Omvoh’s safety profile remained stable over the four-year period with no new concerns identified. Lilly added that it’s continuing to test new combination approaches in inflammatory bowel disease and explore the role of incretin-based therapies in immune disorders. Omvoh is already approved to treat ulcerative colitis and Crohn’s disease in adults and has regulatory clearance in 44 countries worldwide.On Stocktwits, retail sentiment for Eli Lilly was ‘bearish’ amid ‘normal’ message volume.“Lol, Peter Marks now hired by $LLY. We all know how much he loved $SRPT time to buy them for cheap now,” posted one user, referring to Mark’s controversial decision last year to overrule three separate review teams on Sarepta Therapeutics’ Duchenne muscular dystrophy treatment, Elevidys.<stembedurl>https://stocktwits.com/SannieVerraderlijk/message/631398926</stembedurl>Another user expressed a bearish view, suggesting that Eli Lilly’s stock could retreat toward the $800 level.<stembedurl>https://stocktwits.com/SeanWav/message/631419785</stembedurl>Eli Lilly’s stock has risen nearly 10% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Peter Marks gives an opening statement during a Senate Health, Education, Labor and Pensions Committee hearing on May 11, 2021. (Photo by Greg Nash-Pool/Getty Images)

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Eli Lilly’s stock rose 0.6% in premarket trading on Monday after the pharmaceutical giant said it will invest over $1 billion in India in the coming years to expand manufacturing and supply through local drugmakers, as part of its global production push.The company aims to boost access to key drugs for obesity, diabetes, Alzheimer’s, cancer, and autoimmune diseases. Lilly, which launched its blockbuster weight-loss drug, Mounjaro, in India this year, currently has no manufacturing facility in the country but is “actively engaging with contract manufacturers,” according to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/healthcare-pharmaceuticals/eli-lilly-invest-over-1-billion-india-expand-manufacturing-capacity-2025-10-06/">report</a>.&nbsp;The investment comes amid a global manufacturing shift following the Trump administration’s 100% tariff on imported branded and patented drugs from Oct. 1. Last month, Lilly announced a $5 billion facility in Virginia, part of a $27 billion plan to build four new U.S. plants.In India, the company is also establishing a new manufacturing and quality hub in Hyderabad, which will manage its local contract manufacturing network and technical operations. Hiring for engineers, chemists, and quality experts will begin immediately, Lilly said.The launch of Mounjaro, alongside Novo Nordisk’s Wegovy, has spurred strong demand for obesity drugs in India, which is expected to have the world’s second-largest obese population by 2050. Sales of both drugs have doubled since launch, even as local generics prepare cheaper semaglutide versions once patents expire next year.Eli Lilly’s stock has risen 9% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A sign with the company logo sits outside of the headquarters campus of Eli Lilly and Company on March 17, 2024 in Indianapolis, Indiana. (Photo by Scott Olson/Getty Images)

Eli Lilly Bets Big On India With $1B Investment To Boost Mounjaro, Drug Manufacturing Network

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Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

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