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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

Completion of Anktivas first German labeling and packaging run is driving attention as ImmunityBio moves toward European commercial distribution. Traders view the milestone as evidence of international revenue potential, while skeptics note that near-term sales remain uncertain and focus instead on potential UAE/Saudi lymphopenia approvals and the pending FDA label expansion.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

Hawkish comments from Fed official Kevin Warsh and rising speculation about future rate hikes are driving a broad selloff in rate-sensitive fintech stocks, including SoFi. Traders debate whether two hikes are already reflected in SoFis guidance or whether renewed rate pressure could weigh further, while some view the decline as a macro-driven buying opportunity.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Expectations around Lululemons upcoming earnings reportparticularly speculation that tariff refunds and lower-than-feared tariff costs could support marginsare driving attention, alongside the incoming CEO transition and reports of Michael Burry adding to his long position. Bulls point to the beaten-down valuation, international growth and short interest, while bears cite weak consumer demand, competition and recent executive departures as risks.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

A strong fiscal fourth-quarter earnings beat and better-than-expected outlook have driven attention, with traders highlighting Affirms growth, profitability and BNPL momentum. The community is split after the initial rally reversed sharply, attributing the fade to profit-taking, options positioning and broader rate-related weakness while longer-term bulls view it as a buying opportunity.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Anticipation of a potential Anthropic IPO is driving attention, with traders viewing DXYZ as a major pre-IPO proxy and expecting its Anthropic exposure to lift NAV. The bullish thesis is tempered by concerns over delayed NAV disclosure, dilution, and uncertainty around the validity of the funds Anthropic SPVs.

Vera Therapeutics, Inc. is a clinical stage biotechnical company, which engages in the development and commercialization of transformative treatments for immunological diseases. Its product includes the TRUTAKNA injection. The company was founded by Marshall W. Fordyce in May 2016 and is headquartered in Brisbane, CA.

Vera Therapeutics Inc - Ordinary Shares - Class A

FDA accelerated approval of TRUTAKNA (atacicept) for adults with IgA nephropathy has driven attention, with traders debating the muted post-approval reaction and competitive pressure from rival therapies. Bulls remain focused on commercialization, forthcoming kidney-function data, and possible short covering, while skeptics cite efficacy and market-share risks.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

A bearish BMF short report triggered the sharp selloff, with traders debating its concerns about REGALs statistical power, dilution and valuation. Bulls largely dismiss it as an unverified short-side thesis and remain focused on the pending 80th event and REGAL Phase 3 topline results, while bears point to the prolonged quiet period and binary trial risk.

Chevron Corp. engages in the provision of oil and gas energy solutions. It provides crude oil and natural gas, manufactures transportation fuels, lubricants, petrochemicals, and additives, and develops technologies that enhance business and the industry. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Reported progress toward Chevron expanding its Venezuelan oil operations is driving attention, with traders viewing the potential asset additions and broader U.S. investment push as a growth catalyst. Debate remains over political and execution risks, while some traders focus on geopolitical oil-supply disruptions and the possibility that increased Venezuelan output could eventually pressure crude prices.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

NVIDIAs strong results and continued AI infrastructure spending have renewed focus on APLDs contracted data-center capacity and backlog, while traders also debate whether the stock is being dragged down by weakness in IREN and the broader data-center sector. Bulls emphasize APLDs execution and contracted revenue; skeptics point to macro pressure, elevated yields, leverage and limited recent management updates.

Papa John's International, Inc. engages in the operation and franchise of pizza delivery and carryout restaurants. It operates through the following segments: Domestic Company-owned Restaurants, North America Franchising, North America Commissaries, International Operations, and All Others. The Domestic Company-Owned Restaurants segment consists of retail sales of pizza and side items, breadsticks, cheese sticks, chicken poppers and wings, dessert items, and canned and bottled beverages. The North America Franchising segment involves the offering of sales and support activities, development rights, and collection of royalties from franchisees located in the United States and Canada. The North America Commissaries segment includes the eleven full-service regional dough production and distribution and quality control centers. The International Operations segment represents all restaurant operations outside of the United States and Canada. The All Others segment focuses on franchise contributions to marketing funds and sale, company-owned and franchised restaurants, information systems and related services used in restaurant operations, point-of-sale system, online and other technology-based ordering platforms, printing, and promotional items. The company was founded by John H. Schnatter in 1984 and is headquartered in Louisville, KY.

Papa John`s International, Inc.

Renewed reports of a potential Irth Capital take-private bid, strengthened by participation from Papa Johns largest U.S. franchisee, are driving attention. Traders are split between expecting a deal and short-squeeze potential versus skepticism that the board will accept an offer, particularly amid weak sales, management criticism, debt concerns, and the suspended dividend.

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$RGTI $QUBT $QBTS $IONQ $NVDA  
This is what happens when an amateur tries to make intellectual interpretation (a pure guess pulled out of butt) without doing a properly deep research.  
 
The high end GPU servers can last 5 to 10 years, when including downstack cascading older servers from LLM training clusters and reassign them to inference (running existing models).  
 
The high end GPU servers can cost $200K to $250K, so that&#39;s cost of $20K to $25K a year. A ~95% utilized servers from hyperscalers and neoclouds can generate $240K to $740K revenue annually, and net profit of $150K to $250K.  
 
You think all those high-paid, well educated executives at biggest companies in the world can&#39;t figure out the basic math and they decide to just gamble away their company.  
 
Anyone following this fearmongering moron should unfollow and add him to garbage poster block list...like me.

With

Ray Reyes

$RGTI $QUBT $QBTS $IONQ

There I said it. It is PREMATURE.
And this is exactly why I think AI buildout will crash. 

The current AI hardware will become obsolete way faster than railroads or fiber. You can&#39;t really call it infrastructure if the whole thing will be replace in 5 years. Compute will be Decentralized one way or another because the trust is lost. The chips will be more specialized and problem focused, much smaller much faster yet much more energy efficient and much much cheaper.

Sorry $NVDA I like Jensen and I like Nvidia I like Google but it is just premature for this much capex.

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This is what happens when an amateur tries to make intellectual interpretation (a pure guess pulled out of butt) without doing a properly deep research.  
 
The high end GPU servers can last 5 to 10 years, when including downstack cascading older servers from LLM training clusters and reassign them to inference (running existing models).  
 
The high end GPU servers can cost $200K to $250K, so that's cost of $20K to $25K a year. A ~95% utilized servers from hyperscalers and neoclouds can generate $240K to $740K revenue annually, and net profit of $150K to $250K.  
 
You think all those high-paid, well educated executives at biggest companies in the world can't figure out the basic math and they decide to just gamble away their company.  
 
Anyone following this fearmongering moron should unfollow and add him to garbage poster block list...like me.