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POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is rallying as a new 500 million dollar supply agreement with Lumilens drives intense momentum and a massive short squeeze. Community sentiment is electric, with investors debating whether this indicates long-term institutional validation or a high-risk momentum trap as the stock enters price discovery mode.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending following a strong quarterly earnings report featuring revenue growth that beat analyst expectations and raised full-year guidance, fueled by accelerating enterprise adoption of its AI-powered features. Community sentiment is heavily focused on a potential short squeeze, with investors highlighting significant short interest and arguing that the companys strong net dollar retention and essential role in design workflows prove its long-term value despite broader market concerns about AI competition.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing significant investor attention following a record-revenue earnings report and upgraded guidance, with the community highlighting its focus on quantum sensing and defense contracts as key differentiators from other quantum players. Traders and institutional investors are actively debating the stock's future, weighing its current valuation and large cash runway against the broader volatility of the quantum sector.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. (UAMY) is experiencing heightened volatility and intense retail discussion as investors react to a confirmed earnings webcast date, a leadership change in the CFO role, and sector-wide sensitivity to upcoming high-stakes diplomatic talks between the U.S. and China. Community sentiment remains deeply polarized between long-term bulls highlighting the company's strategic position in the domestic critical minerals supply chain and skeptics expressing frustration over project expansion timelines and recent price pullbacks.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is seeing strong community interest driven by its robust YoY growth, significant customer base expansion across Latin America, and progress toward a U.S. banking charter. While some investors remain cautious about the stock's volatility and historical post-earnings sell-offs, many are focused on the company's long-term potential as it leverages AI-driven underwriting to scale its digital banking powerhouse.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is currently trending as shareholders digest a definitive commercial agreement with Allseas for deep-sea nodule recovery, which significantly de-risks the path to commercial production. The community is actively debating the impact of this operational progress ahead of quarterly earnings, while also monitoring potential institutional accumulation and critical mineral regulatory tailwinds.

Robo.ai, Inc. engages in the design and development of smart electric vehicles. It aims to integrate avant-garde design, life-style personalization, IoT connectivity, and autonomous driving technology. The company was founded in 2016 and is headquartered in Dubai, United Arab Emirates.

Robo.ai Inc. - Ordinary Shares - Class B

Robo.ai Inc.

Robo.ai Inc. ($AIIO) is trending due to intense buying interest and short-squeeze potential, fueled by its limited share availability and high borrow costs. The community is actively debating whether the stock will continue its rapid momentum toward double digits or if the current volatility marks a temporary top.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors react to a significant earnings beat and raised full-year revenue guidance, sparking intense debate over whether the stock's growth potential justifies its complex capital structure. The community is actively weighing the company's surging backlog and defense partnerships against persistent concerns regarding dilution and the influence of market makers on share price volatility.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble Inc. is seeing intense community speculation as investors position themselves for a transformative shift into AI-driven data center operations through the Northern Data acquisition. Shareholders are actively debating the potential for a major short squeeze, driven by significant short interest and anticipation that upcoming earnings and guidance will validate the company's transition into a sovereign cloud and GPU infrastructure provider.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is rallying following a strong earnings report that beat expectations, fueled by sustained demand for semiconductor manufacturing equipment driven by the ongoing AI infrastructure expansion. The community is actively debating the stock's valuation, with bullish investors highlighting the company's critical role in the semiconductor supply chain while skeptics express caution regarding potential over-extension and the sustainability of current price levels.

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<ul class="summary-bullets"><li>The agency’s top food official, Kyle Diamantas, will serve as acting commissioner following Makary’s exit.</li><li>Makary’s short but highly contentious tenure at the FDA was marked by frequent clashes with the pharmaceutical industry and some members of the Trump administration.</li><li>Makary is the latest top lieutenant to leave under Health and Human Services Secretary Robert F. Kennedy Jr.</li></ul>Shares of Replimune (REPL) and uniQure (QURE) jumped 7% and 5%, respectively, on Tuesday following reports that Marty Makary has resigned as commissioner of the Food and Drug Administration after weeks of mounting pressure from the Trump administration.The New York Times <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2026/05/12/us/politics/trump-fires-fda-commissioner-makary.html?campaign_id&amp;#61;60&amp;emc&amp;#61;edit_na_20260512&amp;instance_id&amp;#61;175472&amp;nl&amp;#61;breaking-news&amp;regi_id&amp;#61;161176947&amp;segment_id&amp;#61;219731&amp;user_id&amp;#61;a73f770cbc17c7abf074a4b4265f078f">reported</a> that Makary’s departure was driven in large part by his strong opposition to the administration’s decision to authorize fruit-flavored e-cigarettes. Four people familiar with the matter told The Times that this clash played a central role in his resignation.President Donald Trump confirmed the report in a post on Truth Social. “I want to thank Dr. Marty Makary for having done a great job at the FDA. So much was accomplished under his leadership,” Trump said, while adding that the FDA’s top food official, Kyle Diamantas, will serve as acting commissioner. &nbsp;<h2 class="st-heading-2">Makary’s Tenure</h2>Makary’s short but highly contentious tenure at the FDA, the agency responsible for regulating drugs, vaccines, medical devices, tobacco products, and much of the nation’s food supply, was marked by frequent clashes with the pharmaceutical industry and some members of the Trump administration. Makary, a former Johns Hopkins surgeon, joined the FDA in November 2024.Makary is the <a href="https://stocktwits.com/news-articles/markets/equity/repl-qure-mrna-soar-on-reports-trump-will-fire-fda-marty-makary/cZX2uTvRegN">latest</a> top lieutenant to leave under Health and Human Services Secretary Robert F. Kennedy Jr., following the departures of CDC Director Susan Monarez last summer and HHS Deputy Secretary Jim O’Neill in February.The agency’s top food official, Kyle Diamantas, will serve as acting commissioner following Makary’s exit, The New York Times reported.<h2 class="st-heading-2">Why Are REPL And QURE Stocks Rallying?</h2>The FDA rejected Replimune’s lead melanoma therapy RP1 in a high-profile decision that drew intense industry backlash. Replimune argued the agency treated it unfairly and failed to honor prior commitments made during review meetings; the case became a flashpoint in broader criticism of Makary’s tenure.As for uniQure, the FDA issued a sudden “key shift” in feedback in March on the company’s Huntington’s disease gene therapy AMT-130, reversing earlier assurances about the sufficiency of its Phase 1/2 data. The FDA strongly recommended a new, randomized, double-blind, sham-surgery-controlled trial, to which the company expressed disagreement.While iShares US Pharmaceuticals ETF (<a href="https://stocktwits.com/symbol/IHE">IHE</a>) rose 1.3% at the time of writing, VanEck Pharmaceutical ETF (<a href="https://stocktwits.com/symbol/PPH">PPH</a>) was up nearly 2%.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around REPL was within ‘bullish’ territory at the time of writing, while sentiment around QURE was ‘extremely bullish.’While <a href="https://stocktwits.com/symbol/REPL">REPL</a> fell 49% over the past 12 months, <a href="https://stocktwits.com/symbol/QURE">QURE</a> gained 120%.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/elvn-stock-climbs-as-guggenheim-launches-coverage-with-80-dollar-price-target-conference-data-unveil/cZXXmu1Reiw">ELVN Stock Climbs As Guggenheim Launches Coverage With $80 Price Target Ahead Of Conference Data Unveil</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. Food and Drug Administration (FDA) Commissioner Martin Makary arrives for a Senate Appropriations Committee hearing on Capitol Hill on May 22, 2025 in Washington, DC. (Photo by Anna Moneymaker/Getty Images)

REPL, QURE Stocks Rise Amid Makary’s Reported Resignation As FDA Chief

The New York Times reported that Makary’s departure was driven in large part by his strong opposition to the administration’s decision to authorize fruit-flavored e-cigarettes.

Equity

The New York Times reported that Makary’s departure was driven in large part by his strong opposition to the administration’s decision to authorize fruit-flavored e-cigarettes.


<ul class="summary-bullets"><li>The plans come on the heels of several complaints from the pharmaceutical industry and sparring with others in the health department over policy, the report added.</li><li>Makary, a former Johns Hopkins surgeon, joined the FDA in November 2024.</li><li>Shares of REPL and QURE jumped as much 17% following the report.</li></ul>President Donald Trump is reportedly considering firing U.S. Food and Drug Administration Commissioner Marty Makary.The Wall Street Journal <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/health/healthcare/trump-planning-to-fire-fda-commissioner-marty-makary-34c072e2">reported</a> on the plans on Friday, citing people familiar with the matter, while noting that other top administration officials believe Makary is struggling to manage his agency. The plans come on the heels of several complaints from the pharmaceutical industry and sparring with others in the health department over policy, the report added.However, the president’s plans are not final and could change, the report said. WSJ noted that Makary, if fired, would become the latest top lieutenant to be fired under Health and Human Services Secretary Robert F. Kennedy Jr., following the departures of CDC Director Susan Monarez last summer and HHS Deputy Secretary Jim O’Neill in February.Makary, a former Johns Hopkins surgeon, joined the FDA in November 2024.<h2 class="st-heading-2">Companies Likely To Benefit from Makary’s Exit</h2>Several biotech and pharmaceutical firms that have publicly clashed with the Makary-led FDA over what they describe as inconsistent, unpredictable, or overly restrictive drug-review processes are viewed as potential beneficiaries of new leadership that could accelerate approvals and restore clearer regulatory guidance.Replimune Group Inc. (<a href="https://stocktwits.com/symbol/REPL">REPL</a>): The FDA rejected the company’s lead melanoma therapy RP1 in a high-profile decision that drew intense industry backlash. Replimune argued the agency treated it unfairly and failed to honor prior commitments made during review meetings; the case became a flashpoint in broader criticism of Makary’s tenure.uniQure N.V. (<a href="https://stocktwits.com/symbol/QURE">QURE</a>): The agency issued a sudden “key shift” in feedback on the company’s Huntington’s disease gene therapy AMT-130, reversing earlier assurances about the sufficiency of its Phase 1/2 data. The FDA strongly recommended a new, randomized, double-blind, sham-surgery-controlled trial.Moderna Inc. (<a href="https://stocktwits.com/symbol/MRNA">MRNA</a>): CEO Stéphane Bancel publicly stated that the FDA under Makary had become “unpredictable” in a way that “threatens U.S. leadership in innovative medicines.” The company experienced surprise setbacks, including an initial refusal to accept a flu vaccine application that was later reversed.Regenxbio Inc. (<a href="https://stocktwits.com/symbol/RGNX">RGNX</a>): The FDA declined to approve the company’s gene therapy for the ultra-rare Hunter syndrome (MPS II) in February 2026, despite prior engagement. Industry observers cited this as part of a pattern of moving goalposts that has frustrated rare-disease developers.Sarepta Therapeutics Inc. (<a href="https://stocktwits.com/symbol/SRPT">SRPT</a>): Sarepta faced repeated conflicts over its Duchenne muscular dystrophy gene therapy Elevidys, including safety and efficacy disputes under Makary’s oversight and the influence of former FDA official Vinay Prasad.Other biotech stocks likely to benefit from under new FDA leadership include Hims &amp; Hers Health (<a href="https://stocktwits.com/symbol/HIMS">HIMS</a>), which faced direct public criticism from Makary over its compounded GLP-1 weight-loss products, and rare-disease gene- and RNA-therapy developers such as Dyne Therapeutics (<a href="https://stocktwits.com/symbol/DYN">DYN</a>), Avidity Biosciences (<a href="https://stocktwits.com/symbol/RNA">RNA</a>), and Lexeo Therapeutics (<a href="https://stocktwits.com/symbol/LXEO">LXEO</a>), all of which have cited inconsistent feedback and delays during Makary’s tenure.Shares of REPL jumped 17% at the time of writing, while QURE rose 15%. MRNA traded 10% higher, while SRPT stock traded 3% lower, and RGNX shares stayed flat.<h2 class="st-heading-2">How Did Retail Traders React?</h2>A Stocktwits user voiced optimism for eventual approval of Replimune’s RP-1 drug, calling the decision to deny it approval a “terrible one.”<stembedurl>https://www.stocktwits.com/History101/message/652782029</stembedurl>Another voiced optimism for “someone better” replacing Makary.<stembedurl>https://www.stocktwits.com/blueb22/message/652773597</stembedurl>While REPL shares fell by about 50% over the past 12 months, QURE rose 124%.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/lucid-uber-partnership-accelerates-after-nuro-lands-key-california-permit-for-gravity-robotaxis/cZX2AwwReg1">LCID-UBER Partnership Accelerates After Nuro Lands Key California Permit for Gravity Robotaxis</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

FDA Commissioner Marty Makary speaks at a news conference on removing synthetic dyes from America's food supply, at the Health and Human Services Headquarters in Washington, DC on April 22, 2025. (Photo by Nathan Posner/Anadolu via Getty Images)

REPL, QURE, MRNA Soar On Reports Trump Will Fire FDA’s Marty Makary 

The Wall Street Journal reported on the plans on Friday, citing people familiar with the matter, while noting that other top administration officials believe Makary is struggling to manage his agency.

uniQure Q1 Earnings Call Highlights

uniQure (NASDAQ:QURE) executives outlined progress and upcoming regulatory milestones for lead Huntington's disease gene therapy candidate AMT-130 during the company's first-quarter 2026 earnings call, while also providing updates across its epilepsy and Fabry programs and reviewing quarterly financ...

uniQure (NASDAQ:QURE) Issues Quarterly Earnings Results

uniQure (NASDAQ:QURE - Get Free Report) issued its quarterly earnings results on Tuesday. The biotechnology company reported ($0.85) EPS for the quarter, topping the consensus estimate of ($0.88) by $0.03. The company had revenue of $3.56 million during the quarter, compared to analysts...

uniQure (QURE) Reports Q1 Loss, Misses Revenue Estimates

uniQure (QURE) delivered earnings and revenue surprises of +2.86% and -48.75%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

uniQure (NASDAQ:QURE) Shares Up 6.3% - Still a Buy?

uniQure (NASDAQ:QURE) Stock Price Up 6.3% - Time to Buy...

Jennison Associates LLC Boosts Stake in uniQure N.V. $QURE

Jennison Associates LLC raised its position in shares of uniQure N.V. (NASDAQ:QURE - Free Report) by 37.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,371,190 shares of the biotechnology company's s...

uniQure (QURE) Projected to Post Earnings on Tuesday

uniQure (NASDAQ:QURE) will be releasing its Q1 2026 earnings before the market opens on Tuesday, May 5. (View Earnings Report at https://www.marketbeat.com/earnings/reports/2026-5-5-uniqure-stock...

uniQure (NASDAQ:QURE) Given New $37.00 Price Target at Chardan Capital

Chardan Capital raised their price objective on uniQure from $31.00 to $37.00 and gave the stock a "buy" rating in a research report on Thursday...

uniQure (NASDAQ:QURE) Shares Gap Up   - Here's Why

uniQure (NASDAQ:QURE) Shares Gap Up - What's Next...

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

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