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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas Muse AI agent and Meta Connect product showcaseparticularly AI features and smart glassesare driving attention, with traders linking Muses early adoption to the recent rally. Bulls see potential for a broader consumer AI and commerce platform, while skeptics question monetization, privacy, and whether the run-up leaves room for a sell-the-news reaction.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets sharp pullback is drawing explanations that include rising yields and rate-hike concerns weighing on tech, alongside trader worries that Metas Muse could intensify AI competition for search and discovery. Some see the decline as an overreaction and are buying the dip, while others remain concerned about competitive pressure.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonalds shares sold off after managements investor-day outlook pointed to persistent inflation and weak restaurant traffic, while its long-term growth and franchise-investment plans did little to reassure investors. Traders are debating whether the decline reflects real pressure from affordability and execution concerns or an oversold buying opportunity.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Large, unusually bullish October call activity is driving attention to Unity, with traders pointing to heavy call buying alongside the stocks recent strength. Some speculate that a headline or Meta-related VR event may be behind the flow, but others caution it could be a crowded options trade, and no deal or other catalyst is confirmed.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Vikings proposed stock-and-convertible-note offering is driving debate: some traders see dilution and poor timing as a drag on the stock, while others say the capital funds VK2735 development and improves the companys flexibility. Positive VK2735 weight-loss maintenance results underpin continued bullishness, though buyout and partnership talk remains speculative.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons decision to block Metas Muse shopping agent has focused discussion on the emerging AI-commerce contest. Some traders see the move as protecting Amazons marketplace and expect it to benefit from AI demand, while others worry it gives Meta and Shopify an advantage; many also express frustration with AMZNs volatile, lagging share performance.

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

Michael Burrys reported addition to Palantir short positions is fueling debate as shares rally: many traders dismiss the bearish bet and celebrate the stocks strength, while others warn that its valuation is stretched and expect a pullback.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWM is drawing attention for persistent weakness in small caps as elevated Treasury yields and the Feds rate hike and hawkish outlook raise borrowing-cost concerns; traders note the Russell 2000 has lagged large-cap tech and debate whether oversold conditions could prompt a bounce or further declines. The listed article does not relate to this discussion.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

XBI is drawing attention as biotech stocks sell off broadly, with traders attributing the decline to rising yields and renewed interest-rate concerns rather than company-specific news. Some describe it as an indiscriminate sector pullback and see a buying opportunity, while others warn that rate sensitivity could keep pressure on biotech.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys first Alloy Kore design win, with Daimler TruckVolvo venture Coretura adding a sizeable estimated royalty backlog to QNX, has driven attention ahead of Q2 earnings. Bulls see commercial validation and potential for further wins, while skeptics question how quickly the backlog will convert into revenue and want clearer growth guidance.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$SLS $MRNA GPs Phase MOS will come in at &gt;34 Months Vs BAT ~8/10 
--- What Do you think the Patient Uptake Rate Will Be? 
 
Onureg (oral az) is the Standard of Care for AML First Remission Maintenance - MOS of 24.7 months. 
- Adding Venetoclax in the VIALE-M Phase 3 $ABBV trial - FAILED  
- GPs Immunotherapy has proven successful in preventing relapse and Extending Survival - in ALL Prior Trials - including in 2, 2 Phase 2 Trials for AML Remission Maintenance: 
• Gps Phase 2 for CR2 Patients was STAT SIG - 21 months (SOC for CR1 is only 24.7) - the CR2 P2 was in an OLDER (74) ALL MRD+ setting and Patients recieved Less Gps Dosing than (12, 1 year only) than the P3 (15 Y1 and AdInfinite - now into year 4) 
• Gps Phase 2 for CR1 Patients achieved a not reached &gt; 67.6 Month MOS -- Same Exact Setting as Onureg at 24.7 months 
 
///

Anthony

5,500% ROI this quarter

Gebinator

Chessdoc

$SLS $MRNA 12,500 AML CR2 Patients Eligible for Gps Immunotherapy each year / 
• Just the initial P3 AML Setting is worth $120 Per Share ...  
  
• 12,500 CR2/3 Patients Each Year    
• Gps Phase 3 MOS 36 Months   
- Median of 3 Years of survival    
• xCCO Estimated Min $300K Rev Year 1, 120K Y2 $80K Y3   
• $500K Rev per Patient    
• $500K * 12,500    
• $6.25B TOTAL ADDRESSABLE MARKET - JUST FOR AML CR2/3 Patients.   
• Big Pharma Buyouts range $4X + + + w a larger Platform Like GPS has   
  
• Just the CR2 / 3 TAM is worth $25B to Big Pharma   
Just the P3 AML Setting is worth $120 Per Share ...  
  
$MRNA added $40B to its MCAP the DAY its P3 Results were announced. 
GPS MOS 34 Months - 44 Months of MOS for a CR2 Patient  
  
is LONGER than the Standard of Care for CR1 Pateints /24.7 months  
  
Everyone should realize the SLS Buyout Will Absolutely Include the VALUE for GPS in CR1 - 50,000 AML Patients Get Into First Remission Each Year + an estimated 300,000 Right Now who&#39;ll immediately be eligible for GPS.

StockTwits Web

SELLAS Life Sciences Group Inc

Moderna Inc

$SLS $MRNA If  anyone is interested in a 12.5X to  25x ROI - ANY   DAY NOW --- Phase 3 Results for GPS a AML Remission Maintenance Immunotherapy  - are Imminent and Overdue. 
 
Been Here since Methuselah, if you are interested in Cash - sift through my posts - you&#39;re future self will be grateful. 
 
• Gps Phase 2 for CR1 Patients achieved a not reached &gt; 67.6 Month MOS -- Same Exact Setting as SOC for CR1, Onureg at 24.7 months  
 
$XBI

$SLS $MRNA  
Everyone should realize the SLS Buyout Will Absolutely Include the VALUE for GPS in CR1  
- 50,000 AML Patients Get Into First Remission Each Year + an estimated 300,000 Right Now who&#39;ll immediately be eligible for GPS.  
 
This Short Manipulated (have you seen all the lying short sbags at work? the Fail to Delivers, the 60% Daily Short Vol.)  
 
$2.3B mcap is  about to be a $25B Mcap and CLIMBING . . . ANY DAY NOW we will See the 80th Event PR.  
 
$MRNA Added $40B to its Mcap the Day it announced its P3  Results  for all the same Reason$ SLS will.

$SLS $MRNA SLS is the  most undervalued Manipulated equity in the Market - Investment opportunity of a lifetime -while we await the Imminent P3 Announcement. 
 
Based on the 40% P3 All Pooled Survival, now At Least 30 Months Since Enrollment Completed - and the IDMC Unblinded Interim MOS, IR  and Median Follow-up Data at 60 Events + the Actual Published Gps Patient Data We Saw yesterday  
 
- We Know Gps Phase 3 CR2 Patient MOS is &gt; 34 months vs BAT ~8/10 
 
• Gps CR2 Phase 2 - Stat Sig - 21 Month MOS in an older all mrd+ set, with much less dosing vs the P3, 
is Nearly as Good As Standard of Care (SOC) for CR1 patients 24.7 months w/o Toxicity 
 
• GPs CR1 Phase 2 MOS &gt; 67.6 Months 
- Onureg CR1 SOC 24.7 Months 
• GPS CR2 Phase 2 21 Months 
 
 
135 Days Since May 11th 78th Event....  Extended Long Tail Miraculous Survival ...

Abbvie Inc

 GPs Phase MOS will come in at >34 Months Vs BAT ~8/10 
--- What Do you think the Patient Uptake Rate Will Be? 
 
Onureg (oral az) is the Standard of Care for AML First Remission Maintenance - MOS of 24.7 months. 
- Adding Venetoclax in the VIALE-M Phase 3 

 trial - FAILED  
- GPs Immunotherapy has proven successful in preventing relapse and Extending Survival - in ALL Prior Trials - including in 2, 2 Phase 2 Trials for AML Remission Maintenance: 
• Gps Phase 2 for CR2 Patients was STAT SIG - 21 months (SOC for CR1 is only 24.7) - the CR2 P2 was in an OLDER (74) ALL MRD+ setting and Patients recieved Less Gps Dosing than (12, 1 year only) than the P3 (15 Y1 and AdInfinite - now into year 4) 
• Gps Phase 2 for CR1 Patients achieved a not reached > 67.6 Month MOS -- Same Exact Setting as Onureg at 24.7 months 
 
///

@55X_ROI_Q1_2026 Agree -- GPS uptake will be dramatic -- immediately CR2/CR3 then almost simultaneously into CR1 settings, then why not post-transplant as the good trial doctors are recommending?

 Agree -- GPS uptake will be dramatic -- immediately CR2/CR3 then almost simultaneously into CR1 settings, then why not post-transplant as the good trial doctors are recommending?

@Gebinator -- Gps efficacy is greater in healthier patient settings - a stronger immune system --- all Big Pharma Knows.  
And GPS Value will absolutely include Cr1/post T - in all their Models for  buying SLS....  
only dumb as F retail don&#39;t get it...

 -- Gps efficacy is greater in healthier patient settings - a stronger immune system --- all Big Pharma Knows.  
And GPS Value will absolutely include Cr1/post T - in all their Models for  buying SLS....  
only dumb as F retail don't get it...

@55X_ROI_Q1_2026 long term -- GPS/GPS+ WT1 platform x 20+ cancers -- I cannot fathom the potential sales. 
 
I&#39;m sure $JNJ $MRK $ABBV et al can, though.

Johnson & Johnson

Merck & Co Inc

 long term -- GPS/GPS+ WT1 platform x 20+ cancers -- I cannot fathom the potential sales. 
 
I'm sure 