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CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas warning that Medicare reimbursement for CorMedixs lead product, DefenCath, could fall sharply in 2027 has fueled a steep selloff and concern about future pricing and revenue. Traders dispute how definitive DaVitas preliminary outlook is, pointing to CMSs published rate estimates and arguing that greater use could offset lower reimbursement.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is drawing attention ahead of its upcoming earnings, with traders debating whether growth will support the stock after a volatile pullback. Bullish traders expect a strong report, while others cite valuation and unverified concerns about security issues in third-party apps as reasons for caution.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visas fiscal Q4 results are driving discussion: a modest earnings beat and resilient payment activity are tempered by a slower-growth outlook, prompting a sell-the-news reaction. Bulls point to durable consumer spending and cross-border activity, while skeptics argue the results and guidance fall short of expectations.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Inovios FDA approval of a competing RRP treatment has put pressure on Precigens PAPZIMEOS, prompting debate over how much competition could affect its sales. Traders are split: some see the rival as a serious threat, while others emphasize Precigens full approval and commercial head start, alongside questions about Inovios accelerated-approval requirements and ability to launch.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

A sharp Nasdaq and tech-sector selloff has driven attention to TQQQ, with traders citing worries about AI spending and earnings alongside inflation, interest-rate, and geopolitical risks. The community is split between buying the steep dip for a possible rebound and warning that further losses may follow.

Hyperliquid Strategies, Inc. is a holding and operating company, which engages in the business of crypto asset management. The firm operates as a digital asset treasury company which focuses on the Hyperliquid ecosystem. The company was founded on July 2, 2025 and is headquartered in New York, NY.

Hyperliquid Strategies Inc.

PURR is drawing attention as a listed treasury proxy for Hyperliquids HYPE token, with traders linking its swings to HYPEs rally and the broader ecosystems growth. Bulls see room for a catch-up move or short squeeze, while bears point to share issuance and dilution as reasons PURR has lagged the token.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lillys strong quarterly results and raised revenue outlook, driven by demand for Mounjaro and Zepbound, are fueling a rally to record highs. Bulls point to continued growth in its obesity-drug franchise, while skeptics highlight the trimmed profit outlook, rich valuation, and weaker-than-expected Foundayo sales.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TGTX has climbed to a 52-week high as traders anticipate its Q3 results and continued BRIUMVI growth; some attribute the move to earnings expectations, while others speculate about a buyout or short covering. No acquisition has been confirmed, and the earnings date remains unconfirmed.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Better-than-expected quarterly results, led by strong parks performance and improving streaming profitability, have renewed optimism about Disneys turnaround under new leadership. Traders are debating whether those business trends can lift the stock after its muted, range-bound performance.

Internet Computer (ICP) is a cryptocurrency launched in 2021. Internet Computer has a current supply of 558,194,898.12638538. The last known price of Internet Computer is 2.5370221 USD and is up 5.18 over the last 24 hours. It is currently trading on 447 active market(s) with $63,762,762.22 traded over the last 24 hours. More information can be found at https://internetcomputer.org/.

Internet Computer

Discussion centers on ICPs sovereign-cloud and AI infrastructure ambitions, including posts about a Pakistan national chat app beta and potential government adoption. Bulls view these as signs of real-world utility, while skeptics point to weak adoption, token-supply concerns and prolonged underperformance.

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The Zacks Analyst Blog Highlights Uber, WeRide and Costco

Uber faces Q3 earnings pressure from currency headwinds, rising costs and AV investments, despite expanding partnerships with WeRide and Costco.

Buy, Hold or Sell Uber Stock Before Q3 Earnings Release?

UBER faces earnings pressure ahead of its Q3 results as rising costs, foreign exchange headwinds and autonomous vehicle investments cloud its outlook.

Elon Musk Ally Jason Calacanis Targets 40% Tesla Rally — But His Nearly $1M Uber Bet Aims Higher 

Equity

Calacanis bought $975,000 in Uber shares, with a $120 target implying 85% upside from his purchase price.

Is UBER Stock Worth Betting on Now, Riding on Its Expansion Drive?

Uber's $2.3 billion ezCater deal, robotaxi partnerships and other diversification efforts bolster its growth prospects, but weak stock performance raises questions for investors.

Early Uber Investor Jason Calacanis Predicts Waymo Could Buy Lucid Or Rivian — Calls Its Chinese-Car Optics ‘Really Bad’

Calacanis previously disclosed small investments in Lucid, Rivian, WeRide and Pony.ai, predicting takeovers within two years.

Cathie Wood Bets Big on Flying Taxis With Joby, Archer TradesInvests in TSLA Robotaxi Rivals WeRide, Pony AI

ARK Invest buys millions in Joby and Archer eVTOL shares, while also investing in robotaxi firms like WeRide.read more...

Zacks Investment Ideas feature highlights: Alibaba, Baidu, Kingsoft Cloud, Tencent, Hesai, Pony AI and WeRide

BABA, BIDU, KC, TCEHY and HSAI highlight China's expanding AI ecosystem, while PONY and WRD add autonomous-driving exposure.

Trump-Xi Meeting Puts These 5 Chinese AI Stocks in Focus

As China's AI ecosystem continues to expand, these stocks provide investors with several different ways to monitor the country's accelerating AI buildout.

Elon Musk Ally Jason Calacanis Bets These 4 Autonomy Stocks Will Be Bought Within 2 Years — And Double His Money 

Jason Calacanis bought small positions in WRD, PONY, LCID and RIVN, betting all four will be acquired within 24 months.

Uber's AV Ambitions in Spain Gain Momentum: More Growth Ahead?

UBER's Spain AV push advances with a Level 4 permit, paving the way for a Madrid launch by end-2026 and broader European expansion.

WeRide, Inc. operates as an investment holding company. It engages in the sale of autonomous driving vehicles, primarily including robobuses, robotaxis, robosweepers and related sensor suites. The company was founded by Tony Xu Han and Yan Li in February 2017 and is headquartered in Guangzhou, China.

WeRide Inc. - ADR

Neutral Sentiment

<ul class="summary-bullets"><li>He bought $1.07 million in <a class="mention" data-mention="$TSLA" data-symbol-id="TSLA" href="https://stocktwits.com/symbol/TSLA" target="_blank">Tesla shares</a>, targeting $500, about 40% above his entry price.</li><li>Calacanis also bought $189,000 in Netflix shares, with a $90 target implying 43% upside.</li><li>He predicted that Tesla and Uber will together capture 80% of the autonomous vehicle market.</li></ul>Early Uber Technologies, Inc. investor Jason Calacanis is betting on both Tesla and Uber, but his price targets favor the ride-hailing company. He disclosed purchases of $1 million in each stock, with targets implying about 85% upside for Uber and 40% for Tesla from entry prices.<h2 class="st-heading-2">Calacanis’ Bigger Upside Bet On Uber</h2>Calacanis&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Jason/status/2114864240461054319">said on X</a> that he bought 15,000 UBER shares at $65, putting the purchase at $975,000. His 12-month target of $120 implies an 85% upside from the entry price. He also bought 3,000 TSLA shares at $357, a purchase worth about $1.07 million. His $500 target implies about 40% upside over the same period.Although he committed slightly more money to Tesla, his Uber target points to more than twice the upside. At his prices, the Uber shares would generate an $825,000 gain, compared with $429,000 for Tesla. The purchases were made over the past two weeks.He also bought 3,000 Netflix (NFLX) shares at $63 and set a $90 target, implying about 43% upside. Together, the three purchases total $2.24 million.When asked whether Tesla’s robotaxi push made him worry about Uber’s long-term prospects, Calacanis laid out a market with room for both. He&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Jason/status/2114867877413302607">predicted</a> that Tesla would account for 40% of autonomous vehicles, Uber and its 20 partners for 35%, and Alphabet’s Waymo for 15%.&nbsp;His investment also depends on the stock’s price: “If Uber was at $100, I wouldn’t make this trade,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Jason/status/2114867877413302607">said</a>.<h2 class="st-heading-2">Uber Taps Automakers For Robotaxi Scale</h2>Uber’s network of vehicle and technology partners gives it several routes to expand driverless rides. The company has committed to at least 35,000 Lucid Group (LCID) vehicles, including Gravity SUVs and future Midsize models, for a robotaxi service being developed with Nuro.Its agreement with Rivian Automotive (RIVN) starts with 10,000 autonomous R2 SUVs, with service expected to launch in San Francisco and Miami in 2028. The deal includes an option for up to 40,000 more vehicles beginning in 2030, alongside plans for Uber to invest up to $1.25 billion in Rivian through 2031, subject to autonomy milestones.Tesla (TSLA), meanwhile, is expanding its own robotaxi network using Model Y vehicles and its Cybercab. It has begun deploying Cybercabs in Austin and its robotaxi service had accumulated nearly 2 million unsupervised miles by the end of the third quarter.&nbsp;<h2 class="st-heading-2">Calacanis Bets On Autonomy Takeovers</h2>Calacanis’s latest trades follow a broader bet that the autonomous vehicle race will trigger consolidation. Last month, he&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-ally-jason-calacanis-bets-4-autonomy-stocks-bought-2-years-double-money/cZMEVQ4RB7w">disclosed</a> small positions in WeRide (WRD), Pony.ai (PONY), Lucid and Rivian, predicting that all four would be acquired within two years. “Consolidation is coming to the autonomous space based on the massive progress that Tesla, Waymo, and Uber are making,” he said.“I believe these four companies are going to be bought in the next 24 months and I expect, as a group, that I will 2x my investment in under two years.” He called the trades small positions with a one-to-four-year horizon, compared with his usual intention to hold equities for more than a decade.<h2 class="st-heading-2">Calacanis Sees Waymo Buying Lucid Or Rivian</h2>Calacanis has also named a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/early-uber-investor-jason-calacanis-waymo-buy-lucid-rivian-chinese-car-optics-really-bad/cZxq82oRBu0">potential buyer</a> for Lucid or Rivian: Waymo. “They will buy Lucid or Rivian,” he predicted while discussing the challenges of expanding a U.S. robotaxi fleet with Chinese-made vehicles.His comments followed a New York Post report that Waymo had ordered thousands of vehicles from Zeekr, part of China’s Geely group. Calacanis said tariffs and political concerns made the arrangement hard to sustain. “Even if the self-driving tech is from America, there will be reasonable concerns about communist rivals deploying AVs in America,” he said.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-tesla-spacex-gdp-growth-ark-merger-win-both-shareholders/cZUIApgRBzQ">Cathie Wood Thinks Tesla And SpaceX Could Triple US Economic Growth&nbsp;</a>

Jason Calacanis at The Besties All-In Tequila Launch Party at Delilah on June 21, 2025 in Los Angeles, California. (Photo by JC Olivera/Variety via Getty Images)

Elon Musk Ally Jason Calacanis Is More Bullish On Uber Than Tesla 

Lucid Group Inc

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