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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 Technologies is experiencing heightened volatility and intense social media debate after President Trump publicly endorsed the company, an move that community members are interpreting as both a strategic signal of long-term government backing and an attempt to counter recent aggressive short-selling campaigns led by figures like Michael Burry. While bulls view the endorsement and embedded defense contracts as a long-term catalyst, skeptics are actively questioning the ethics of the executive intervention and debating the competitive threat posed by emerging AI rivals.

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 investors digest a stronger-than-expected operational update, featuring a significant cash position and a clear ramp-up in production for optical engines targeting AI data centers. The community is actively discussing the companys strategic integration with major industry players like Marvell and the potential for a gamma squeeze as short interest meets limited share availability.

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 is trending as investors debate whether the stock is a deep-value opportunity or a long-term play against concerns of AI-driven obsolescence. Community members are actively discussing potential short squeezes, management's buyback strategies, and the competitive impact of Anthropic, with many bullish investors holding for the long term despite current volatility.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow (NOW) is experiencing significant downward pressure as market sentiment shifts due to concerns over AI integration and increased competition from emerging AI models. While bulls highlight strong fundamental growth and ServiceNow's partnership with Anthropic as long-term tailwinds, the community is currently debating whether this recent price action represents a generational buying opportunity or a structural shift in the software-as-a-service (SaaS) business model.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing intense volatility and heavy volume as traders react to a new multi-million dollar order for its 800G data center transceivers, fueling intense debates between momentum-driven bulls and short-sellers citing valuation concerns. The community is actively tracking the stock's role in the broader AI infrastructure buildout while debating whether this latest contract signals sustainable growth or a temporary rally in an overextended sector.

Lightwave Logic, Inc. is a development stage company which engages in the commercialization of electro-optic photonic devices. The firm offers the P2ICTM technology platform which uses in-house proprietary organic polymers. Its products include electro-optical modulation devices and proprietary polymer photonic integrated circuits. The company was founded on June 24, 1997 and is headquartered in Englewood, CO.

Lightwave Logic Inc

Lightwave Logic is seeing massive social media engagement and high-volume price action driven by investor excitement over its "Nvidia-adjacent" foundry partnerships and the potential for its proprietary EO polymer technology to become a standard in high-speed AI data infrastructure. Community sentiment remains polarized, with bulls tracking upcoming industry conferences and technical integration milestones, while bears point to the company's long-term history of pre-revenue status and recurring dilution concerns.

Zentalis Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in discovering and developing clinically differentiated, novel small molecule therapeutics targeting fundamental biological pathways of cancer. It develops a broad pipeline of product candidates with an initial focus on validated oncology targets with the potential to address large patient populations. The company was founded by Kevin D. Bunker and Cam Gallagher on December 23, 2014 and is headquartered in San Diego, CA.

Zentalis Pharmaceuticals Inc

Zentalis Pharmaceuticals is capturing significant investor attention as shares experience high volatility ahead of a pivotal corporate update regarding the DENALI clinical trial. The community remains heavily divided, with some investors betting on a potential buyout or institutional accumulation due to the company's substantial cash position, while others express concerns over clinical trial risks and recent insider movements.

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is trending as investors react to the cross-listing of new ETPs in Europe and persistent community speculation regarding potential integration with X and upcoming space missions. Traders are actively debating the asset's long-term utility versus its status as a meme coin, while monitoring technical price levels amidst broader market volatility.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake is currently experiencing intense volatility following strong quarterly earnings, with a fierce debate unfolding between investors betting on AI-driven revenue acceleration and skeptics concerned about high valuations and competitive threats from emerging AI models. The community is actively discussing the stock's sharp price swings and divided perspectives on its long-term viability in an evolving SaaS landscape, with many traders keeping a close watch on key support levels as they navigate the broader market's uncertainty.

EchoStar Corp. engages in the design, development, and distribution of digital set-top boxes and products for direct-to-home satellite service providers. It operates through the following business segments: Pay-TV, Retail Wireless, and Broadband and Satellite Services. The Pay-TV segment business strategy is to be the best provider of video services in the United States by providing products with the best technology, outstanding customer service, and great value. The Retail Wireless segment offers Retail Wireless services as well as a competitive portfolio of wireless devices. The Broadband and Satellite Services segment business strategy is to maintain and improve leadership position and competitive advantage through development of technologies and services marketed to selected sectors within the consumer, enterprise and government markets globally. The company was founded by Charlie William Ergen, Candy Ergen, and James DeFranco in 1980 and is headquartered in Englewood, CO.

EchoStar Corp - Ordinary Shares - Class A

EchoStar Corp

EchoStar is currently trending as a primary proxy play for SpaceX, driven by intense investor anticipation surrounding a potential future IPO and the company's strategic accumulation of SpaceX equity through spectrum deals. Community sentiment remains polarized between bullish traders targeting a breakout based on SpaceX's massive valuation and skeptics highlighting the company's significant debt load and ongoing operational challenges.

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$ALT  i dont really get the ponzi scheme narrative. Durso is only making 700K a year thats not much in chairman and CEO land, and hes on the low end on a relative basis compared to peers. Hes loaded with RSUs that offer much more favorable long term tax treatment and upside incentive. If he was focused on maxing salary and stability he would be elsewhere. His salary isnt $H!T after tax. Same with most others in management. His package is even more equity incentive laden than others.

Finger of Infinity

thaines1

Patrick R.

Roman Kudrin

Ilovemuffins1

Jamee's Man

$ALT 

Most bulls can’t face reality because many of them are already deep under water.

They have to keep the hopium alive that the company will someday be sold for $5-15B, otherwise they would have to accept the truth about where things stand. 

That’s why any factual criticism gets attacked, while pure speculation about PS/BO gets celebrated.

Durso’s strategy looks pretty straightforward: keep the company running as long as possible while collecting a fat salary and free RSUs.

Next week’s conferences will likely be the same as ER call, lots of talking points, nothing materially new.

Then once the OS increase is approved, more dilution will follow.

At that point the SP will probably drift down toward cash value. 
Then it becomes the usual cycle: dilute, RS, dilute again.

Meanwhile investors get stuck in a liquidity trap while mgmt continues getting paid.

And eventually, it ends the same way many of these stories do, filing for bankruptcy.

A typical Ponzi scam playbook.

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Altimmune Inc

FSDPSK

Hyatt Hotels Corp

  i dont really get the ponzi scheme narrative. Durso is only making 700K a year thats not much in chairman and CEO land, and hes on the low end on a relative basis compared to peers. Hes loaded with RSUs that offer much more favorable long term tax treatment and upside incentive. If he was focused on maxing salary and stability he would be elsewhere. His salary isnt 

!T after tax. Same with most others in management. His package is even more equity incentive laden than others.

Sanofi-Aventis

Terry

@tsk93 Agreed.  Plus the guy lives in New Jersey, I&#39;m confident he&#39;d like to wrap this up and enjoy being rich ASAP.

StockTwits Web

 Agreed.  Plus the guy lives in New Jersey, I'm confident he'd like to wrap this up and enjoy being rich ASAP.

Lilly(Eli) & Co

Novo Nordisk A/S

SPDR S&P Biotech ETF

SELLAS Life Sciences Group Inc

Madrigal Pharmaceuticals Inc

Terns Pharmaceuticals Inc

@tsk93 that&#39;s because it&#39;s a hogwash of a narrative 
 
The management benefits much more from options and RSUs than from the base cash comp, I am compiling an analysis of how much they are benefitting at various stock price levels and in case of a deal, will publish soon

 that's because it's a hogwash of a narrative 
 
The management benefits much more from options and RSUs than from the base cash comp, I am compiling an analysis of how much they are benefitting at various stock price levels and in case of a deal, will publish soon

Rhythm Pharmaceuticals Inc.

Ocugen Inc

VistaGen Therapeutics Inc

Iovance Biotherapeutics Inc

Kodiak Sciences Inc

Helus Pharma Inc.

@tsk93  fwiw strat looks like more equity alignment than ponzi narrative i get it mgmt compensation skewed bearish to you but not to me

  fwiw strat looks like more equity alignment than ponzi narrative i get it mgmt compensation skewed bearish to you but not to me