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Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending after beating Q4 earnings expectations, yet its conservative Q1 guidance has sparked a "sell the news" reaction, leading to community debate on whether the dip is an overreaction given robust AI chip demand or a sign of stretched valuations and broader tech sector rotation.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending higher after its Q2 earnings surpassed revenue and EPS estimates and substantially raised its future revenue guidance, igniting community discussions around its massive growth, strategic margin compression, and high short interest potentially leading to a squeeze.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is experiencing a significant sell-off after unexpected 2026 guidance projected declining sales, fueling widespread community frustration with management's pessimistic tone. Investors are actively debating the impact of fierce GLP-1 competition and US pricing pressures, despite promising early demand for its oral weight-loss pill.

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

AppLovin is trending due to a recent short-seller report alleging financial crimes, which the company has strongly refuted. This has sparked community debate about market manipulation versus a buying opportunity, especially with a new analyst upgrade and positive sector signals ahead of its anticipated earnings.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending after its Q4 earnings report presented a mixed picture, showing strong revenue growth and record free cash flow but missing adjusted EPS estimates and providing a slightly softer Q1 outlook. The community is actively debating whether the company's robust platform growth and long-term autonomous vehicle strategy as an aggregator can overcome immediate profit concerns and increasing competition.

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

Lilly(Eli) & Co

Eli Lilly is soaring after delivering Q4 earnings and a robust FY26 outlook that significantly surpassed estimates, driven by overwhelming demand for its obesity and diabetes drugs, Zepbound and Mounjaro. The community is actively discussing how Lilly's strong performance starkly contrasts with rival Novo Nordisk's recent weaker guidance, solidifying Lilly's perceived leadership in the rapidly expanding GLP-1 market.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending amidst a significant sell-off, heavily influenced by the broader cryptocurrency market downturn, which impacts its substantial digital asset revenue. The community is sharply divided ahead of upcoming earnings, with some expressing deep concern over its valuation and crypto exposure, while others view the current dip as a compelling buying opportunity given Robinhood's diversification into new financial services.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing intense volatility and widespread liquidations, sparking heated community debate between dip-buying bulls and bears predicting a further collapse, further fueled by speculative rumors and warnings from prominent investors.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is trending after reporting strong earnings and an optimistic outlook, prompting multiple analyst upgrades and widespread community discussion about a potential solar sector recovery and a short squeeze, bolstered by new product introductions.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is a major talking point ahead of its upcoming earnings, with fervent speculation around a new hyperscaler data center contract following its significant Microsoft deal, though the community is divided on price action should a deal not materialize as expected.

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$BRNS cash runway of combined company extends through 2027. Transaction expected to close 1H26.

Ph 1 SAD data expected Q425:
—single ascending dose data readout for VTP-1000 expected before year end.
PH 1 MAD data expected 2H26
—enrollment advancing in multiple ascending dose part of AVALON trial, data expected 2H26

Other milestones expected in H1/H2 2026.

VTP-850,200,600,500 unclear what will be of these post merger. Looks like the focus is BRNS’ VTP-1000 and Clyewedog’s-101 and 201 inhibitors for Type 1/2 Diabetes.

$BRNS Barinthus to-be-merged w Clywedog Therapeutics $CLYD — ref=$0.699 Ling now small size — thanks @Alorenz94 for these summaries, look forward to Ph1 VTP-1000 SAD data imminently per Co guidance👍. 
🚩Likely disappoint / negative! 
BUT - 👍already trades at HALF of run-rate cash (~$1.30 cash per sh run rate, 75.67m/40m=$1.89 cash per sh as of 2025-09-30, NEG EV), 👍near historical floor of $0.64, w CLYD merger in 1H26 w backing of prominent bio funds👍.

Think here is attractive risk:return setup for either a short term swing or if too negative then a longer term swing.

My prior https://stocktwits.com/frontiere/message/621170226

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Peter O.

Barinthus Biotherapeutics PLC - ADR

 cash runway of combined company extends through 2027. Transaction expected to close 1H26.

Ph 1 SAD data expected Q425:
—single ascending dose data readout for VTP-1000 expected before year end.
PH 1 MAD data expected 2H26
—enrollment advancing in multiple ascending dose part of AVALON trial, data expected 2H26

Other milestones expected in H1/H2 2026.

VTP-850,200,600,500 unclear what will be of these post merger. Looks like the focus is BRNS’ VTP-1000 and Clyewedog’s-101 and 201 inhibitors for Type 1/2 Diabetes.

Bolt Biotherapeutics Inc

Celsius Holdings Inc

Galectin Therapeutics Inc

Nautilus Biotechnology Inc

CalciMedica Inc

Recursion Pharmaceuticals Inc

Archer Aviation Inc

Alexander Lorenzo

As of the recent Q325 earnings PR, PH 1 SAD is “ongoing with no treatment related serious adverse events reported” (positive indicator for the drug’s safety profile).

And 4 clinical data milestones expected within 18mo of the closing of the transaction in 1H 2026. 

Need closing to be early Q1 lol. Bleeding ATM.

H.C. wainwright analyst Yi Chen reiterated his BUY rating on BRNS today and set a PT Of $4/ share today as well for what it’s worth