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NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending as the community debates whether the stock is a deep-value turnaround play or a failing brand, with discussions centering on massive insider buying from top leadership, planned layoffs, and potential tariff refunds. While many retail investors are cautious due to persistent selling pressure and negative sentiment regarding recent product strategy, others are accumulating at current lows, betting that the company will recover through restructuring and high-profile upcoming sports events.

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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending as the community debates a sharp disconnect between record-setting earnings and the stock's muted price reaction, with many investors dismissing the stagnation as market manipulation or a temporary shakeout of weak hands. While bears highlight valuation concerns and a high P/E ratio, a vocal group of bulls remains highly confident, viewing the latest growth metrics and raised guidance as evidence that the companys AI-driven momentum will inevitably drive the stock to new highs.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is experiencing high volatility as investors react to legislative updates regarding the Clarity Act and its potential impact on stablecoin yields. The community remains deeply divided, with some traders focused on bullish technical breakouts and long-term infrastructure utility, while others are wary of regulatory hurdles, ongoing class-action litigation, and recent analyst downgrades.

SKK Holdings Ltd. operates as a holding company, which engages in the provision of civil engineering services in subsurface utility works, including power and telecommunication cable laying, water pipeline and sewer rehabilitation works. The company was founded by Chun Seong Ng and Koon Kiat Sze on October 16, 2013 and is headquartered in Singapore.

SKK Holdings Ltd. - Ordinary Shares - Class A

SKK Holdings Ltd

SKK Holdings is experiencing extreme volatility following a significant drone asset acquisition agreement, sparking intense community debate between traders chasing the low-float momentum and skeptics warning of dilution risks. Investors are closely monitoring the stock's rapid price swings and frequent halts as participants argue over the company's valuation versus its potential as a short-term squeeze candidate.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors react to a new commercialization partnership and recent analyst coverage that highlights significant potential in the firm's localized prostate cancer program. The community is actively debating the stock's valuation, upcoming data readouts, and the strategic positioning of management as the company works toward a BLA filing.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is facing intense market skepticism following a shift toward prioritizing user engagement over short-term monetization, leading to concerns about slowing revenue growth and potential AI disruption. While the community is sharply divided between those calling it a "dying" company due to competitive pressure and those viewing it as a long-term, undervalued growth play with strong fundamentals, active discussions remain dominated by volatility concerns and skepticism over its future moat.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending following the announcement of its $643 million acquisition of Eigen AI, a strategic move aimed at optimizing inference performance for its Token Factory platform. While investors are debating the company's valuation and long-term capital strategy, the community remains heavily focused on its infrastructure build-out and aggressive growth guidance ahead of upcoming earnings.

Xanadu Quantum Technologies Ltd. engages in the provision of quantum computing solutions for enterprise and government customers. The company was founded by Christian Weedbrook on October 2, 2025 and is headquartered in Toronto, Canada.

Xanadu Quantum Technologies Ltd. - Ordinary Shares - Class B (Sub Voting)

Xanadu Quantum Technologies (XNDU) is experiencing extreme volatility following an SEC filing that registered nearly 300 million shares for resale, triggering widespread confusion among retail investors about potential dilution. While some community members fear a massive sell-off from early insiders, others argue the price action is an overreaction to an unlock of existing shares and are actively debating whether to buy the dip for a potential short squeeze.

CNS Pharmaceuticals, Inc. is a preclinical stage pharmaceutical company, which engages in the development of anticancer drug candidates for the treatment of primary and metastatic brain and central nervous system tumors. Its product pipeline includes berubicin, and CNS-12. The company was founded by Waldemar Priebe in July 2017 and is headquartered in Houston, TX.

Cns Pharmaceuticals Inc

Cns Pharmaceuticals is seeing significant market activity driven by an oversubscribed private placement financing, which investors are weighing against concerns over historical share dilution. The community is actively debating whether the move signals a genuine valuation shift or a typical volatile setup, with traders closely monitoring key support levels for signs of a parabolic continuation.

GeneDx Holdings Corp. operates as a health intelligence company. It engages in healthcare with the use of its collected disease data sets. It offers exome and genome testing for diagnosis of genetic disease. The company was founded by Eric Schadt in October 2015 and is headquartered in Stamford, CT.

GeneDx Holdings Corp - Ordinary Shares - Class A

GeneDx Holdings Corp

GeneDx Holdings is seeing significant volatility as investors digest a guidance reset and conflicting institutional signals, with the community actively debating whether the recent sell-off represents a buying opportunity or a deeper trend of fundamental weakness. The stock remains a major talking point as market participants analyze heavy insider buying against concerns about the company's long-term growth sustainability.

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Pelthos Therapeutics Inc. (PTHS) Reports Q4 Loss, Tops Revenue Estimates

Pelthos Therapeutics Inc. (PTHS) delivered earnings and revenue surprises of +28.35% and +3.78%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Shares of Ligand Pharmaceuticals and Pelthos Therapeutics rose on Thursday after the commercial launch of Zelsuvmi (berdazimer) topical gel, developed under their partnership,&nbsp;to treat a common viral skin infection.<a href="https://stocktwits.com/symbol/PTHS">Pelthos Therapeutics</a> surged 60.8% to close at $10.01 on Thursday, while&nbsp;<a href="https://stocktwits.com/symbol/LGND">Ligand Pharmaceuticals</a> gained 2.1%.The launch triggered a $5 million milestone payment to Ligand under the companies’ license agreement. Under the terms of the licensing deal, Ligand is also entitled to a 13% royalty on worldwide sales of Zelsuvmi and up to $5 million in additional commercial milestones.Ligand also holds a 56% equity stake in Pelthos following the completion of a merger between Pelthos and Channel Therapeutics on July 2.Pelthos announced the merger earlier this month, in which CHRO Merger Sub, a wholly owned subsidiary of Channel, merged with LNHC, a wholly owned subsidiary of Ligand.&nbsp;LNHC survived as a subsidiary of Channel, and the combined company is now operating under the Pelthos Therapeutics name. Concurrent with the merger, Pelthos raised $50.1 million in a private placement led by Murchinson.&nbsp;The investment included new equity as well as the cancellation of $18.8 million in previously advanced bridge capital used to support the commercial launch of Zelsuvmi.Zelsuvmi is a nitric oxide-releasing topical gel approved by the U.S. Food and Drug Administration in 2024 for the treatment of molluscum contagiosum,&nbsp;sometimes known commonly as “water warts”, in patients aged one year and older.&nbsp;It is the first prescription medication approved for at-home application by patients, parents, or caregivers. The product was developed using the nitric oxide-based Nitricil platform, now owned by Ligand.On Stocktwits, retail sentiment was ‘extremely bullish’ amid ‘extremely high’ message volume.On Stocktwits, retail sentiment for both Ligand Pharmaceuticals and Pelthos Therapeutics was ‘bullish’, with ‘high’ message volume for Ligand and ‘extremely high’ activity for Pelthos.Ligand’s stock has gained 15.3%so far in 2025, while Pelthos has surged 266.3% over the same period.See also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-threatens-canada-with-35-tariff-by-august-mulls-blanket-rates-for-others/ch8TD9uR5l4">Trump Threatens Canada With 35% Tariff By August, Mulls Blanket 15-20% Rates For Other Countries</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ligand Pharmaceuticals (LGND) and Pelthos Therapeutics (PTHS) commercially launched Zelsuvmi (berdazimer) topical gel (Photo credit: Getty Images)

Pelthos, Ligand Gain After Launch Of First Prescription-At-Home Treatment For Water Warts

The launch triggered a $5 million milestone payment to Ligand, which also holds a 56% stake in Pelthos and is eligible for royalties and additional commercial milestones.

Equity

Pelthos Therapeutics, Inc. engages in the provision of therapeutic products. It produces products under its proprietary nitic oxide-based technology platform Nitricil. Its main product is a topical gel for the treatment of molluscum contagiosum. The company was founded on March 19, 2021 and is headquartered in Durham, NC.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	-$3.45	--	--	N/A
Q4 '25	-$3.70	-$6.87	-85.84%	MISSED
Q3 '25	-$0.57	-$5.30	-821.74%	MISSED
Q2 '25	-$6.26	--	--	N/A
Q3 '24	-$2.30	--	--	N/A

PTHS
Pelthos Therapeutics Inc.

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