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Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is actively discussed after its obesity drug's trial results did not match a key rival, leading to a significant stock dip; however, this is tempered by regulatory actions against unauthorized compounded GLP-1s and robust demand for its oral weight-loss treatment, causing a split in community sentiment between caution and buying the dip.

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, NEREUS, Ponvory, and HETLIOZAccess. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending following the FDA approval of Bysanti (milsaperidone) with New Chemical Entity status and patent protection until 2044, igniting community speculation about a significant short squeeze and potential buyout offers from larger pharmaceutical firms. Investors are weighing the drug's long-term revenue potential against ongoing concerns of market manipulation and potential dilution.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending after reporting stellar Phase 2 S-OLARIS trial results for sonelokimab in axial spondyloarthritis, demonstrating high efficacy and potential disease-modifying effects. This positive data, coupled with a major institutional investor significantly increasing its stake and an anticipated Investor Day, has ignited strong community discussion about its "best-in-class" potential, a potential re-rating, and a short squeeze.

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.

Lilly(Eli) & Co

Eli Lilly is in focus due to its strong Q4 earnings and bullish 2026 outlook, which contrasts with a competitor's subdued guidance, solidifying its leading position in the GLP-1 market. The community is actively discussing Lilly's sustained demand and pipeline strength, especially after its obesity drug demonstrated superior performance in a head-to-head trial against a rival and amid regulatory actions against compounded alternatives.

Arcellx, Inc is a clinical-stage biotechnology company, which provides cell therapy through the development of innovative immunotherapies for patients with cancer and other incurable diseases. The company was founded by David M. Hilbert and Luba Zaritskaya in December 2014 and is headquartered in Redwood City MD.

Arcellx Inc

Arcellx (ACLX) is trending due to significant analyst upgrades and growing confidence in its anito-cel CAR-T cell therapy for multiple myeloma. The community is actively discussing its "best-in-class" safety profile and compelling efficacy data compared to existing treatments, positioning it as a strong contender in the competitive CAR-T space. Bolstered by an expanded strategic partnership and investment from Gilead, many view ACLX as a stock with strong commercialization potential and financial stability.

Domino's Pizza, Inc. engages in the management of a network of company-owned and franchise-owned pizza stores. It operates through the following segments: U.S. Stores, International Franchise, and Supply Chain. The U.S. Stores segment consists primarily of franchise operations. The International Franchise segment comprises a network of franchised stores. The Supply Chain segment manages regional dough manufacturing and food supply chain centers. The company was founded by James Monaghan and Thomas Stephen Monaghan in 1960 and is headquartered in Ann Arbor, MI.

Dominos Pizza Inc

Dominos Pizza is drawing attention after its Q4 earnings report showcased solid results and strategic investments, further amplified by Berkshire Hathaway's increased stake. The community is actively debating if its focus on value and digital initiatives can continue to drive market share in a competitive restaurant environment.

Polygon

Polygon (POL) is generating significant community discussion due to its strategic pivot toward regulated payments and Real-World Assets, driven by new infrastructure like the AggLayer and surging on-chain usage, leading many to view it as a prime long-term accumulation opportunity despite current price action.

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

Direxion Daily Technology Bear 3X Shares

Direxion Daily Technology Bear 3X Shares (TECS) is trending as traders are aggressively taking bearish positions on the technology sector, driven by concerns over sliding AI stocks, sustained high interest rates, and perceived overvaluation of large-cap tech. The community is actively discussing an "AI boom downfall" and anticipating further market weakness, with many embracing inverse ETFs as a "safe money" play.

York Space Systems, Inc. engages in providing a comprehensive suite of mission-critical solutions for national security, government, and commercial customers. It offers a vertically integrated, full technology stack of solutions including design, production, integration, and operation of spacecraft with turnkey offerings to manage spacecraft and constellations throughout the entire mission lifecycle. The company was founded by Dirk Wallinger in January 2012 and is headquartered in Denver, CO.

York Space Systems Inc

York Space Systems (YSS), a recent IPO, is a major talking point as it has struggled to maintain its initial offering price, sparking community debate over its valuation and outlook. This comes amidst new analyst coverage and the filing of prospectuses for leveraged ETFs, highlighting its role in the evolving space and defense sector.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JasmyCoin is trending as its Mainnet recently went live and a partnership with Aplix for a Japan-regulated stablecoin was announced, alongside its inclusion in Coinbase's institutional index for perpetual futures. This has sparked a polarized community discussion, with proponents highlighting these fundamental advancements for long-term potential, while critics remain skeptical given the token's continued price performance.

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NVIDIA Corporation $NVDA Shares Purchased by Howard Capital Management Inc.

Howard Capital Management Inc. grew its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.7% in the 3rd quarter, according to its most recent disclosure with the Securities...

Private Wealth Partners LLC Purchases 8,862 Shares of NVIDIA Corporation $NVDA

Private Wealth Partners LLC grew its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.1% in the third quarter, according to the company in its most recent 13F filing with the...

NVIDIA Corporation $NVDA Shares Sold by Keybank National Association OH

Keybank National Association OH decreased its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.6% in the 3rd quarter, according to the company in its most recent filing with the...

L.M. Kohn & Company Has $2.17 Million Holdings in NVIDIA Corporation $NVDA

L.M. Kohn & Company lessened its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 92.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The...

National Pension Service Boosts Stake in NVIDIA Corporation $NVDA

National Pension Service raised its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 6.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange...

OneAscent Investment Solutions LLC Purchases 3,705 Shares of NVIDIA Corporation $NVDA

OneAscent Investment Solutions LLC lifted its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 34.2% in the third quarter, according to its most recent Form 13F filing with the...

NVIDIA Corporation $NVDA Stake Boosted by Nan Fung Trinity HK Ltd.

Nan Fung Trinity HK Ltd. increased its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 25.8% in the third quarter, according to the company in its most recent Form 13F filing with the...

These 4 Billionaire Investors Sold Shares of AI Superstar Nvidia Ahead of Earnings -- Do They Know Something Wall Street Doesn't?

Key PointsForm 13Fs are filed quarterly and allow investors to track which stocks Wall Street's savviest fund managers have been buying and selling...

<ul class="summary-bullets"><li>Nvidia will report fourth-quarter results on Wednesday, with analysts expecting a 67% growth in revenue.</li><li>Higher capex from cloud companies, growing inference demand, and a potentially favourable outcome in the holdup in Nvidia’s China business would lift sales substantially.</li><li>NVDA stock has been muted so far this year, and the latest Stocktwits sentiment shows a ‘bearish’ reading.</li></ul>As investors brace for Nvidia’s fourth-quarter report on Wednesday, Deepwater Management founder Gene Munster is spotlighting longer-term growth projections, arguing that Wall Street analysts are overlooking what he sees as the best-case scenario for the AI chipmaker.Munster said that the AI data center buildout is only in the “second innings.” Citing massive spending plans by cloud giants and rising demand for inference – the stage where trained AI models make real-time predictions, an area where Nvidia’s chips excel – he projected that Nvidia’s sales will surge 65% this year and 40% in 2027, well above analysts’ expectations of 55% growth and 28% growth, respectively.“Investors are left with a basic question: do you believe inference will be significantly bigger than training, that physical AI is a large market, and that Nvidia can maintain its advantage versus custom silicon,”&nbsp;Munster wrote in his&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://genemunster.com/nvidia-preview-cy26-estimates-are-moving-higher-but-the-debate-is-2027/">blog</a>.“If the answer is no, the stock is difficult to own. If the answer is yes, then the Street’s roughly 28% growth view for CY27 will prove too conservative. We believe CY27 can grow closer to 40% over CY26 because we are still in the second inning of the AI buildout, and Nvidia remains one of the clearest beneficiaries of that timeline.”<h2 class="st-heading-2">Upcoming Catalysts</h2>He also noted that Nvidia’s issues in China, where it is awaiting regulatory approval to resume sales after months of a logjam, are both headline risk and a potential upside lever. Nvidia CEO Jensen Huang has emphasized that the Chinese market represents a $50 billion revenue opportunity, and Munster argues that if those sales materialize this year, they could lift 2026 revenue growth to more than 70%.Beyond chatbots, Munster highlights "Physical AI" (robotics, autonomous systems, and computer vision) as a major future revenue driver. He predicts this segment could grow from $3 billion today to a $50 billion+ annual business by 2030, representing roughly 8% of Nvidia's projected revenue.<h2 class="st-heading-2">Stock Move, Q4 Estimates</h2><a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> has traded in a narrow range over the past two months, suggesting a lack of consensus among investors on its future course. The stock closed 1% higher on Friday, taking&nbsp;its year-to-date gains to 1.8%. That’s still higher than the 0.9% gains in the benchmark S&amp;P 500 index.Nvidia's stock rose 62% to $57 billion in the third quarter (reported on Nov. 19), with data center segment sales doubling to cross the $50 billion mark for the first time.For Q4, analysts expect revenue to rise 67% to $65.7 billion and adjusted profit to rise 71% to $1.53 per share, according to Koyfin.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-valuation-drops-sharply-as-q4-earnings-report-nears-but-retail-traders-stay-on-sidelines-for-now/cZRt1SlR4Uq">Nvidia Valuation Drops Sharply As Q4 Earnings Report Nears — But Retail Traders Stay On Sidelines For Now</a>&nbsp;

The Nvidia logo appears on a smartphone screen. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Nvidia Investors Left With This ‘Basic Question’ Ahead Of Q4 Earnings: Gene Munster

Ahead of the chipmaker's Q4 report, the tech analyst says Nvidia's sales could grow 65% this year and 40% next year, well above analysts’ projections. 

Nvidia’s ‘Second Innings’ AI Boom Could Crush Wall Street Forecasts, Says Gene Munster

Equity

<ul class="summary-bullets"><li>President Donald Trump announced over the weekend that global tariffs would rise from 10% to 15%.&nbsp;</li><li>Traders are also watching last-ditch nuclear negotiations with Iran scheduled in Geneva later this week.&nbsp;</li><li>Nvidia earnings later this week could define the next leg of the market.</li></ul>U.S. stock futures were sharply lower early Monday as investors grappled with a renewed tariff uncertainty, rising geopolitical tensions with Iran, and awaited Nvidia's big earnings report later this week. Last week’s momentum is being tested by President Donald Trump’s announcement over the weekend of a hike in global tariffs from 10% to 15%, which came a day after the Supreme Court struck it down as ‘anti-American.’The markets are also watching last-ditch nuclear talk attempts with Iran in Geneva this Thursday, amidst reports that the U.S. is considering significant military action if diplomacy fails.&nbsp;As of 3:00 a.m. ET on Monday, Nasdaq futures fell 0.6%, the S&amp;P 500 and Dow futures declined 0.5%, while Russell 2000 futures were down nearly 1%.Meanwhile, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, has moved to ‘bearish’ from ‘neutral’ last week, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, has remained ‘bearish’ amid high message volumes.&nbsp;On the other hand, precious metals have seen a breakout, with gold rising above $5,100 and silver nearing $88/oz.&nbsp;Trending Stocks To WatchNvidia (NVDA):&nbsp;The chip giant reports earnings on Feb 25. Beyond its guidance, all eyes will be on its commentary on AI hype, investments, and sustainability.Netflix (NFLX):&nbsp;The stock is facing potential downward pressure after President Trump threatened consequences if board member Susan Rice is not removed. This adds another layer of uncertainty as it pursues its bid for Paramount Skydance (PSKY).&nbsp;Honeywell (HON):&nbsp;It has entered into an amended deal to acquire Johnson Matthey’s Catalyst Technologies business for $1.8 billion.Vanda Pharmaceuticals (VNDA):&nbsp;The US FDA has approved Bysanti for bipolar I disorder and schizophrenia.Moonlake Immunotherapeutics (MLTX):&nbsp;Positive Phase 2 data for its spinal disease drug have led to strong after-hours gains. Traders will be watching this stock closely as we head into a new week.&nbsp;Immunity Bio (IBRX):&nbsp;This biotech stock continues to garner retail attention. Executive chairman Patrick Soon-Shiong&nbsp;<a href="http://stocktwits.com/news-articles/markets/equity/ibrx-stock-open-week-on-high-chairman-teases-anktiva-3-year-expansion-plans-cancer-breakthrough/cZRtSeQR4Us">teased</a> a detailed three-year expansion roadmap, with a detailed press release expected on Monday.&nbsp;Deere &amp; Co (DE):&nbsp;One of the most actively traded stocks last week saw a downgrade to ‘Underperform’ from Jefferies, with a target price of $550. The analyst believes it is already ‘discounted a full recovery’ and trades at steep valuations.&nbsp;Rolls-Royce (RYCEY): The company is reportedly preparing a buyback program of up to €1.5 billion.Other tickers trending on Stocktwits at the time of writing included Capricor Therapeutics (CAPR), Kraft Heinz Co (KHC), Oklo Inc (OKLO), and Ardelyx (ARDX), among others.&nbsp;Other Catalysts To WatchOn the economic front, investors will be monitoring the release of factory orders at 10:00 am ET. They will also be watching for commentary from Fed Governor Christopher Wallace before the bell today.&nbsp;On the earnings radar, investors will be watching for the quarterly reports from Domino’s Pizza (DPZ), GeneDX (WGS), Freshpet (FRPT), and Dominion Energy (D), among others, before the bell&nbsp;today. Also watch out for Hims &amp; Hers (HIMS), Keysite Technologies (KEYS), and Diamonback Energy (FANG) that report after market close.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Fall On Tariff, Iran Tensions: Why NVDA, NFLX, HON, IBRX, MLTX Are On Traders' Radar Today

Data from Stocktwits indicated retail sentiment on SPY and QQQ has been ‘bearish’. 

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

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The company's expanding AI ecosystem, partnerships with Meta and OpenAI, and move into AI-powered PCs reinforce its perceived dominance in the long-term future of artificial intelligence.

The market is grappling with a mix of bearish sentiment from institutional selling, liquidity concerns, and geopolitical tensions, leading to highly divided opinions between bulls expecting a rally and bears predicting a crash.

Traders are actively debating the potential market impact of upcoming earnings on Wednesday, with predictions ranging from a massive surge to a significant post-report sell-off, positioning it as a pivotal event for broader market direction.

Renewed concerns about escalating global tariffs to 15% are raising fears of market volatility, inflation, and potential revenue impacts on tech companies, especially concerning trade with China.

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