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AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Repeated analyst price-target cuts and valuation concerns are dominating discussion around APPs sharp pullback ahead of its upcoming earnings report. Long-term bulls point to the companys ad growth, cash flow and e-commerce opportunity, while many holders are frustrated by the volatile price action and debate whether the selloff reflects deteriorating prospects or an opportunity.

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

Goldman Sachs upgrade to Buy, citing Palantirs sovereign-AI and customized-software opportunities, coincided with a breakout to fresh highs. Bulls celebrate the momentum and speculate about a short squeeze, while skeptics warn that the valuation is stretched and the rally could reverse.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is drawing attention after a sharp rally and breakout to fresh highs alongside strength in software stocks, with traders pointing to momentum and continued interest in cloud and AI-related software. Bulls see room for the move to continue, while bears cite the stocks rich valuation and warn of a pullback.

Dog (Bitcoin) is a fully decentralized memecoin on the Bitcoin blockchain, backed by a community dedicated to onboarding millions of people to Bitcoin.  Dog is secured by the Bitcoin blockchain and exists on Bitcoin L1, marking a significant innovation compared to Bitcoin with just BTC. Dog is a Bitcoin Runes token with a minimal on-chain footprint, native to Bitcoin, and stored in UTXOs, just like Bitcoin.   What is the project about?  Dog does not do any paid promotion and is fully decentralized just like Bitcoin. Every influencer who chooses to post about Dog either received the airdrop or bought on secondary. Dog leverages the CC0 license to ensure that Dog is not owned by any single entity but rather by everyone. This had lead to the "DOG Army" independently creating art, apps, lotteries, plushies, websites, podcast, magazines, X account, IRL meetups, clothing lines, PFP collections, Telegram groups, and TikTok/Instagram about Dog.  What makes your project unique?  Dog was airdropped in the fairest memecoin launch ever. In early 2024, the Bitcoin Ordinals ecosystem came together in a full volunteer initiative that rewarded early adopters of the Ordinals Protocol. There was no team allocation, and 100% of the supply was airdropped for free. The airdrop algorithm favored neither whales nor influencers; it was determined by the community and made open-source for maximum transparency.

Dog (Bitcoin)

DOG, a Bitcoin-native Runes memecoin, is drawing attention through community promotion and dip-buying, with traders speculating that Bitcoin strength or Rune-related momentum could support a rebound. Skeptics counter that weak liquidity and volume, price declines, and limited exchange access make the bullish hype risky.

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

Shopifys partnership with Metas Muse to enable AI-agent purchases through Shop Pay is fueling interest, with bulls seeing a new commerce channel and skeptics questioning how quickly it can be monetized. Traders are also debating whether the sharp rally can continue amid volatility and resistance near recent highs.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

SpaceXs spectrum acquisition and Starlink Mobile ambitions have triggered a sharp selloff in T-Mobile shares as traders weigh the prospect of a new wireless competitor. The community is split between viewing the threat as a long-term risk to carriers and calling the reaction an overreaction given SpaceXs need to build out its network.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

IBRXs high-volume rally is being linked by traders to founder Patrick Soon-Shiongs scheduled oncology fireside chat, where he is expected to discuss trial progress, as well as anticipation around bladder-cancer regulatory milestones. Speculation about a partnership, a connection to the NIH cancer-vaccine initiative, and a possible short squeeze is circulating, but those claims are unconfirmed.

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

Attention centers on TG Therapeutics scheduled MSToronto presentations, especially initial Phase 1 azer-cel findings in progressive MS and BRIUMVI trial data. Traders see the late-breaking presentation as encouraging but not proof of efficacy, while upcoming BRIUMVI subcutaneous Phase 3 results also support bullish interest; buyout and short-squeeze claims remain speculation amid volatile trading.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas Nasdaq-100 reentry and a reported NIH-backed effort to accelerate cancer vaccines are driving attention, alongside optimism about its personalized cancer-vaccine program with Merck. Traders are split between bullish momentum and skepticism that index-related buying, rather than fundamentals, is behind the rally.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

A reported NIH-backed push to accelerate personalized cancer vaccines is drawing attention to Mercks role in the field, including its V940 partnership with Moderna and promising melanoma-trial results. Traders see the initiative as supportive of Mercks oncology prospects, though some caution that a research push does not guarantee near-term revenue.

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Are CBZ, SAFT, NEUP, TCBK Obtaining Fair Deals for their Shareholders?

Are CBZ, SAFT, NEUP, TCBK Obtaining Fair Deals for their Shareholders? Are CBZ, SAFT, NEUP, TCBK Obtaining Fair Deals for their Shareholders? PR Newswire NEW YORK, Aug. 4, 2026 Insiders may stand to receive substantial financial benefits not available to ordinary shareholders. The proposed...

Are CBZ, SAFT, NEUP Obtaining Fair Deals for their Shareholders?

Are CBZ, SAFT, NEUP Obtaining Fair Deals for their Shareholders? Are CBZ, SAFT, NEUP Obtaining Fair Deals for their Shareholders? PR Newswire NEW YORK, July 29, 2026 Insiders may stand to receive substantial financial benefits not available to ordinary shareholders. The proposed transactions may...

$HAREHOLDER ALERT: The M&A Class Action Firm Launches Legal Inquiry for the Merger--UTZ, NEUP, SAFT, and NRIM

$HAREHOLDER ALERT: The M&A Class Action Firm Launches Legal Inquiry for the Merger--UTZ, NEUP, SAFT, and NRIM $HAREHOLDER ALERT: The M&A Class Action Firm Launches Legal Inquiry for the Merger--UTZ, NEUP, SAFT, and NRIM PR Newswire NEW YORK, July 29, 2026 NEW YORK, July 29, 2026 /PRNewswire...

NEUP Stock Alert: Halper Sadeh LLC is Investigating Whether Neuphoria Therapeutics Inc. is Obtaining a Fair Price for its Shareholders

Halper Sadeh LLC, an investor rights law firm, is investigating the merger of Neuphoria Therapeutics Inc. (NASDAQ: NEUP) and Scancell Holdings plc. Upon closing of the proposed transaction, Neuphoria shareholders will own 14.5% of the combined company.Halper Sadeh encourages Neuphoria shareholders...

$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Neuphoria Therapeutics, Inc. (NASDAQ: NEUP)

$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Neuphoria Therapeutics, Inc. (NASDAQ: NEUP) $HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Neuphoria Therapeutics, Inc. (NASDAQ: NEUP) PR Newswire NEW YORK, July 24, 2026 NEW YORK, July 24, 2026...

Scancell Makes Bold U.S. Push with Game-Changing Neuphoria Deal

Scancell Holdings (AIM:SCLP) and Neuphoria Therapeutics (NASDAQ:NEUP) have unveiled a transformative all-share merger designed to position the combined company for its next stage of clinical and commercial growth. Upon closing, the combined business will operate under the Scancell name and intends to list on NASDAQ under the proposed ticker SCLT, while maintaining Scancell's existing AIM listing. The transaction combines Scancell's late-stage immunotherapy pipeline with Neuphoria's public market platform and remaining cash resources, creating a company focused on advancing active cancer immunotherapies with expanded access to U.S. capital markets.

MRK, NEUP Stocks Drop As Merck Scraps Another Alzheimer’s Drug Trial Under Neuphoria Partnership

Equity

Merck cited business reasons for the discontinuation of the investigational drug. 


NEUP Shares Rise Pre-Market As It Explores Strategic Alternatives, Including Potential Acquisition

Neuphoria also added that it received an unsolicited non-binding indication of interest from Lynx1 Master Fund LP earlier this week to acquire all of the outstanding shares of Neuphoria that it does not already own for $5.20 per share in cash. 

Why Did NEUP Stock Surge 64% Today?

Neuphoria Stock Jumps On Triggering $15M Milestone Payment From Merck For Alzheimer's Study: Retail Interest Explodes

This payment represents the second milestone in the collaboration between Neuphoria and Merck, with Neuphoria potentially eligible for up to $450 million in additional milestone payments.


Neuphoria Therapeutics, Inc. is a clinical-stage biotechnology company dedicated to developing therapies that address the complex needs of individuals affected by neuropsychiatric disorders. It focuses on developing BNC210, an oral drug designed for the acute treatment of social anxiety disorder (SAD) and the chronic treatment of post-traumatic stress disorder (PTSD) by selectively targeting the a7 nicotinic acetylcholine receptor. The company was founded on December 23, 2024 and is headquartered in Burlington, MA.

Neuphoria Therapeutics Inc.

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$NEUP SCLP just issued a business update, Form F-4 on the RM with Neup to be filed today, 09.10.26 with SEC

Lima B

$NEUP Oct 27 is the expiration of the poison pill.  Lynx still is holding their shares.  Is there any chance after the Oct 27 poison pill expires that they accumulate more to go above 50% and try to cancel the entire merger w/ Scancell?  Anyone more familiar with how this works?

$NEUP 4.45 USD based on Merger terms formula (37.77 shares Merger ratio x .09 issuance pps x 1.32 GBPUSD) add CVRs, I see value here, Scancell does own very interesting platforms, lets Hope Merger effective within Q1 2027 and ph3 trial to start concurrently. 
Low volumes dont help.

Giuseppe

$NEUP How much cash do you guys estimate they have burned this quarter? I used their R&D and G&A expenses from the year ended June 30, 2026 divided by 4 to roughly estimate they will burn $2.75M this quarter. Anyone come up with a better model?

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