Group 1 - Paramount Skydance Corp (NASDAQ: PSKY) experienced a surge of over 20% on August 13 after being labeled a "meme stock" by CNBC's Jim Cramer, with shares trading at $12.85 at the time of the comment [1] - By the time of publication, shares of Paramount Skydance were up 22.34%, trading at $13.42, after reaching a peak increase of 27% earlier in the session [1][2] - The stock rally followed the completion of a high-profile merger with Skydance Media, combining Paramount's content library and distribution network with Skydance's production capabilities, now trading under the ticker "PSKY" on Nasdaq [2] Group 2 - Paramount announced a seven-year, $7.7 billion media rights agreement with TKO Group Holdings, making it the exclusive distributor of UFC events in the U.S. starting in 2026, with all events streaming on Paramount+ [3] - The deal is expected to more than double the reported $550 million per year that ESPN currently pays for similar rights [3] - Leadership changes include David Ellison being appointed as Chairman and CEO, supported by a board of ten directors with expertise in media, technology, and finance [4] Group 3 - Seaport Global Securities initiated coverage of the stock with a Neutral rating, highlighting the transformative potential of the Skydance integration [4]

Core Viewpoint - AMC Entertainment is preparing for its second-quarter earnings report, with expectations of a loss and increased revenue compared to the previous year [1] Group 1: Earnings Expectations - Wall Street anticipates a loss of four cents per share on revenue of $1.35 billion, indicating a significant increase from the same quarter last year [1] Group 2: Stock Performance History - AMC Entertainment stock has a poor post-earnings history, with only one out of the last eight earnings reports resulting in a higher closing price the next day, which was a mere 0.2% increase in August 2024 [2] - The options market is pricing in a 9.2% move for the stock, which is larger than the average 4.9% swing over the past two years [2] Group 3: Current Stock Status - The stock is currently trading flat at $2.78, having finished 10 of the last 11 sessions lower, with a notable support level at $2.79 [3] - There is overhead pressure at the 320-day moving average, which may limit short-term gains, particularly around the $4 level [3] Group 4: Technical Indicators - The 14-day relative strength index (RSI) for AMC is at 13.4, indicating it is in "oversold" territory, suggesting a potential short-term bounce [4] - Year-to-date, the stock has declined by 30% [4] Group 5: Options Trading Activity - Options traders are predominantly buying calls, with 57,132 calls purchased compared to 7,224 puts in the past two weeks, indicating bullish sentiment despite the stock's struggles [5] - Short interest accounts for 15% of the stock's total available float, suggesting some call purchases may be hedging against short positions [5]

Group 1 - Figma successfully navigated a failed acquisition by Adobe, remaining independent and going public on its own terms, which reflects a unique situation in the current market for startup exits in 2025 [1] - Figma's IPO was significantly oversubscribed at 40 times, with initial share prices reaching $125 before stabilizing around $90, indicating strong market interest despite complex underlying factors [2] - The current trend in AI exits is shifting towards acqui-hires, with major companies like Google and Microsoft prioritizing talent acquisition over product technology, as evidenced by Google's $2.7 billion investment to hire the Character.AI team [3] Group 2 - The post-IPO stock movement of Figma serves as a signal to the broader market regarding the dynamics of startup exits [5] - The focus on talent over technology in AI exits raises questions about the sustainability of this trend in the long term [5] - There are emerging opportunities in sectors beyond AI, such as defense technology, SpaceTech, and crypto infrastructure, which may present promising investment avenues [5]

Core Viewpoint - Opendoor Technologies Inc is expected to report its second-quarter financial results, which could attract new investors or enhance its status as a meme stock due to recent strong stock performance [1] Earnings Estimates - Analysts predict Opendoor will report second-quarter revenue of $1.50 billion, a slight decrease from $1.51 billion in the same quarter last year [2] - The company has consistently beaten revenue estimates for six consecutive quarters and nine out of the last ten quarters [2] - A loss of one cent per share is anticipated for earnings, an improvement from a loss of four cents per share in the previous fourth quarter [3] - Opendoor's guidance earlier this year projected second-quarter revenue between $1.45 billion and $1.525 billion [3] Key Items to Watch - There has been a notable increase in interest in Opendoor's stock, linking it to meme stocks due to high volatility [4] - Hedge fund manager Eric Jackson has played a role in boosting interest through social media, emphasizing the long-term potential of the company [4] - Jackson has dismissed the notion of Opendoor as merely a meme stock, focusing instead on its turnaround story, cost-cutting measures, and leadership in the iBuying sector [5] Recent Developments - Opendoor's stock rose after confirming compliance with Nasdaq listing rules and announcing it would not conduct a reverse stock split [6] - In the first quarter, the company reported revenue of $1.15 billion and had 1,051 homes under contract, with an inventory balance of $2.4 billion, equating to 7,080 homes [6] - Short interest in Opendoor stands at 22.1% of the float, indicating significant market interest [7] - The stock price increased by 15.49% to $2.43, with a 52-week trading range of 51 cents to $4.97 [7]

Core Viewpoint - American Eagle's stock experienced a significant increase of 22% following President Donald Trump's endorsement of the company's marketing campaign featuring actress Sydney Sweeney, despite the stock being down 24% year-to-date prior to this event [1][3]. Group 1: Stock Performance - The stock price of American Eagle (AEO) rose to $13.19 at the time of reporting, marking a notable recovery after a year-to-date decline [1]. - The rally was primarily triggered by a post on Trump's Truth Social platform, where he praised the ad as the 'hottest' and claimed the jeans were 'flying off the shelves' [3][4]. Group 2: Marketing Campaign - The marketing campaign launched with the tagline 'Sydney Sweeney has great jeans,' which faced criticism for being overly sexualized and focusing on Sweeney's appearance rather than the product itself [5]. - American Eagle responded to the criticism by stating that the slogan aimed to highlight the jeans and promote body positivity and confidence [6]. Group 3: Market Context - Prior to Trump's endorsement, American Eagle had garnered attention from retail traders due to renewed interest in meme stocks, with over 13% of its shares sold short [7]. - The brand's strong recognition and the current market dynamics position it similarly to other recent meme stock plays, such as Opendoor [7].

Core Viewpoint - Hopes for lower interest rates are driving interest in Opendoor Technologies, with the stock experiencing significant gains ahead of its upcoming earnings report [1][3]. Group 1: Stock Performance - Opendoor's shares rose by 15.7% as of 12:49 p.m. ET, marking the second consecutive day of gains [1]. - The stock had previously surged in July due to meme-driven trading, with comparisons being made to Carvana, which saw a dramatic increase in its stock price [4]. Group 2: Market Context - The recent underwhelming jobs report has increased expectations that the Federal Reserve may cut interest rates in its next meeting, contributing to the stock's rise [3]. - Strong call-buying activity ahead of the earnings report has also fueled the stock's gains [3]. Group 3: Business Model and Competition - Opendoor's business model, which focuses on flipping houses and collecting service fees, faces challenges in a sluggish housing market [5]. - Competitors like Zillow and Redfin have exited the iBuying market, which could create opportunities for Opendoor, but also raises questions about the sustainability of its business model [5]. Group 4: Earnings Expectations - Analysts expect Opendoor's revenue to remain flat at $1.5 billion, with an anticipated narrowing of the adjusted loss per share from $0.04 to $0.02 [6]. - Management's commentary on lower mortgage rates will be crucial for determining the stock's direction in the coming weeks [6].

RT Miyamoto (@iruletrenches)I want to reiterate how massive this AMA is, @theunipcs is doing it with @Reddit's largest crypto community, nearly 10 MILLION members. This is the same platform that triggered the most parabolic memecoin runs in history : $DOGE, $SHIB, $PEPE, and even memestocks like $GME and $AMC, which literally liquidated top world investment banks and hedge funds.This isn’t just exposure, it’s perfectly aligned with the @Reddit cult ethos, which is buy and HODL. Many Redditors are still hold ...

Core Viewpoint - Opendoor Technologies is expected to experience significant stock volatility following its upcoming second-quarter earnings report on August 5, with recent meme-stock trading contributing to its price fluctuations [1][5]. Group 1: Stock Performance and Volatility - Opendoor's share price has surged over 280% in the last month, primarily driven by its popularity among meme-stock traders, despite a recent pullback [2][4]. - Historically, Opendoor has experienced high valuation volatility post-earnings, with reports often leading to substantial sell-offs rather than gains [4][6]. - The stock is currently down 12.5% over the past year and approximately 81% over the last five years [4]. Group 2: Valuation Metrics - Opendoor's forward price-to-sales (P/S) ratio is around 0.3, indicating it is valued at just 30% of this year's expected sales, which may present opportunities for explosive gains [7]. - The company has guided for second-quarter sales between $1.45 billion and $1.525 billion, with a contribution profit forecast of $65 million to $75 million, and non-GAAP EBITDA between $10 million and $20 million [10]. Group 3: Market Dynamics and Future Outlook - The recent meme momentum could lead to significant valuation gains even with minor performance beats in the upcoming earnings report [11]. - Management may consider selling new stock at elevated levels to strengthen the balance sheet, although this could lead to share dilution and potential sell-offs [12].

I know when we look at our data, I I think that the ones floating to the top tend to not be meme stocks. You look at what customers are trading and buying and what they're depositing for. It tends to really be AI and electric cars.It's sort of like frontier innovation companies are are driving most of the volume. So I mean you have some things moving moving down moving up and down sort of like lower but the the top of of what customer >> is there something that you think that it it says about where the mark ...

Company Overview - Krispy Kreme is a popular doughnut brand in the U.S., operating over 1,400 stores and selling products through thousands of grocers and convenience stores globally, generating over $1.66 billion in revenue last year [3] - The company has faced significant challenges, including a 66% decline from its September peak and a 77% drop from its 2022 high, despite a recent uptick in stock price due to meme stock popularity [1][2] Recent Developments - The partnership with McDonald's, which initially seemed promising, ended in May 2023, potentially impacting Krispy Kreme's revenue significantly [4] - The decision to cut dividend payments has raised concerns about the company's financial health, alongside the divestiture of its stake in Insomnia Cookies, which has also affected reported revenue [5] Financial Health - As of the end of Q1 2025, Krispy Kreme has over $1.5 billion in long-term liabilities, a significant amount for a company with $1.76 billion in revenue that is struggling to break even [6] - The company is attempting to de-leverage its balance sheet by reducing debt, which poses challenges as it seeks to expand while also cutting back on certain operations [8] Strategic Challenges - Analysts predict that Krispy Kreme will remain unprofitable this year and next due to the fallout from failed partnerships and the costs associated with debt repayment [9] - The shift from in-house to outsourced logistics may increase operational costs, further complicating the company's financial situation [9] Market Sentiment - The stock has gained attention as a meme stock, which can lead to short-term price fluctuations driven by social media influence, but this adds to the uncertainty surrounding its long-term viability [12][14] - Despite the potential for future recovery, the current state of the company suggests that there are better investment opportunities available, given the risks associated with its ongoing struggles [17]