SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending after reporting blockbuster quarterly earnings and providing strong guidance, fueled by massive growth in its Data Center segment; however, market sentiment remains divided between bulls expecting further rallies from the AI industrial revolution and skeptics attributing its muted post-earnings price action to options manipulation and already-priced-in growth.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending as its latest earnings report, which saw a beat on Q4 expectations but a miss on Q1 revenue guidance, has sparked a sharp debate among investors. Many are calling the resulting share price drop an overreaction or manipulation, pointing to the company's strong fundamentals and high customer retention, while others express concerns about management and future growth trajectory in the competitive ad-tech landscape.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending with significant momentum following an impressive earnings blowout that exceeded expectations and strong 2026 revenue guidance, which is further bolstered by the company securing a spot on a major multi-billion dollar defense contract, prompting community discussion around a potential short squeeze.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending following its earnings report, which included an EPS and revenue beat, a dividend increase, and a $50 billion share buyback, sparking intense community debate over whether the massive buyback signals undervaluation or a defensive move against perceived AI disruption in the software sector.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is generating significant buzz as investors eagerly await its upcoming annual results, with community speculation centered on anticipated strong profit growth, substantial share buybacks, and advancements across its civil aerospace, defense, and small modular reactor (SMR) ventures.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is trending following FDA Breakthrough Therapy Designation for its Friedreich's ataxia drug, nomlabofusp, driving community optimism for its potential blockbuster status and comparisons to multi-billion dollar acquisitions in the rare disease space. Concurrently, an upsized public offering at $5.00 per share is generating intense debate, with bulls highlighting secured funding for market entry and bears voicing concerns about dilution.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is experiencing a significant rally after reporting strong Q4 earnings that beat expectations, driven by substantial growth in USDC circulation and transaction volumes, alongside a bullish multi-year outlook. The community is actively discussing whether this surge is a massive short squeeze fueling institutional adoption for its stablecoin infrastructure, or if the stock is poised for a pullback given prior dilution concerns and overextended technicals.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is gaining attention ahead of its Q4 earnings, as investors anticipate strong results, profitability signals, and a potential short squeeze, fueled by the launch of new Sales Assist AI agents and strategic expansion into India, amplified by the positive sentiment from NVIDIA's broader AI narrative.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is generating significant buzz ahead of its anticipated earnings report following a recent positive CAGNY conference, where management highlighted substantial shelf space expansion and strong brand momentum for its energy drinks. The community is sharply divided between those expecting robust growth driven by the Pepsi partnership and international expansion, and others speculating about a potential low-cost PepsiCo buyout influenced by management's past 'noise' during earnings calls.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending as its autonomous driving chip unit, Shenji, secured significant external funding, validating its in-house technology and strengthening its financial position. This, alongside record-breaking utilization of its battery swap network during recent holidays, has energized community discussions and bullish sentiment regarding its unique EV ecosystem, amidst ongoing broader sector volatility.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

 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 
 


 has invited you to join Stocktwits

$PLX $SGMO $BMRN SGMO isn’t a near-term threat because gene therapy in Fabry has three hard problems that haven’t been solved reliably: durability (expression can fade), safety (liver/off-target risks and immune events), and immunity/redosing (many patients can’t be re-dosed). In a disease with approved ERTs, regulators will demand Phase 3 plus long follow-up, so “cure” is a long way from commercial reality.

Jannik

George Hansen

🤷‍♀️

Andrej Lang

Charles ford

john toth

William Rinde

$PLX  $SGMO has a cure for Fabry, $BMRN has AMICUS&#39; treatment for those who won&#39;t need gene therapy, not much need for Protalix Fabry

StockTwits Web

Protalix BioTherapeutics Inc.

Sangamo Therapeutics Inc

Biomarin Pharmaceutical Inc. - Registered Shares

1GreenDay99RedDays

 SGMO isn’t a near-term threat because gene therapy in Fabry has three hard problems that haven’t been solved reliably: durability (expression can fade), safety (liver/off-target risks and immune events), and immunity/redosing (many patients can’t be re-dosed). In a disease with approved ERTs, regulators will demand Phase 3 plus long follow-up, so “cure” is a long way from commercial reality.

Artfldgr

Even if gene therapy works for some, it won’t replace ERT overnight: many patients won’t qualify, won’t want the risk, or will be excluded by antibodies/comorbidities—so ERT remains the workhorse for years. Meanwhile PLX/Chiesi is competing on practical advantages (E4W dosing now; cardiac differentiation later), which affects switching this decade, not in the 2030s.

@Artfldgr 4+ years durability?  
all patients above normal threshold of plasma a-Gal A (left chart)?  fabry toxicity plummets (chart right?)

Mick

Jamie Dulaney

Ed Thornberry

Jax Smith

ican

 4+ years durability?  
all patients above normal threshold of plasma a-Gal A (left chart)?  fabry toxicity plummets (chart right?)

@Artfldgr @1GreenDay99RedDays This discussion is awkward. Plx is just a month away from EU licence. They are best in class of the marketed treatments. The market is growing and they will have their share even if others enter in 2 or 3 years down the road. This is a &lt;400 mln mc company with multiple opportunities. Surely undervalued

StockTwits For Android 

 This discussion is awkward. Plx is just a month away from EU licence. They are best in class of the marketed treatments. The market is growing and they will have their share even if others enter in 2 or 3 years down the road. This is a <400 mln mc company with multiple opportunities. Surely undervalued

Ti Ne

@Artfldgr   Durability; of course, can&#39;t be known on a therapy with only 4 years of data.  That will be solved by how they price the treatment.  They will look to more of a subscription/licensing model that bases payments on efficacy and durability.  If, over time, the treatment fades, they can re-administer the treatment.  Luckily hepatocytes, where the newly integrated episome is housed, do not divide as frequently and should last for a while.  For right now, the treatment works well.  What needs to be worked out is how to account for the durability concern.  They will figure it out.  The patients need this.  ERT, has been the standard of care, but it has to be exhausting and frustrating, not to mention disruptive.   Safety has been demonstrated.  As for some additional testing, they have submitted the BLA and we have what appears to be a willing and accommodative posture by our current FDA.  Time will tell, but the science is elegant and it works.  GT is here and it works.

   Durability; of course, can't be known on a therapy with only 4 years of data.  That will be solved by how they price the treatment.  They will look to more of a subscription/licensing model that bases payments on efficacy and durability.  If, over time, the treatment fades, they can re-administer the treatment.  Luckily hepatocytes, where the newly integrated episome is housed, do not divide as frequently and should last for a while.  For right now, the treatment works well.  What needs to be worked out is how to account for the durability concern.  They will figure it out.  The patients need this.  ERT, has been the standard of care, but it has to be exhausting and frustrating, not to mention disruptive.   Safety has been demonstrated.  As for some additional testing, they have submitted the BLA and we have what appears to be a willing and accommodative posture by our current FDA.  Time will tell, but the science is elegant and it works.  GT is here and it works.

StockTwits for iOS

Mitchell Johnson

@Artfldgr sorry shorty you don’t know shit cover or die.

Benny

 sorry shorty you don’t know shit cover or die.

@Artfldgr @1GreenDay99RedDays 
ST920 does not have years of data as its a new GT and fighting for its place. Trial data thus far indicates it has a place. True it may take time to be established. However all the same arguments could be made between Zolgensma vs Spinraza for treatment of SMA. Both are blockbuster drugs! And for patients progressing on Zokgensma they can take Spinraza.
This is not an either/ or choice. Both drugs will have a market

 
ST920 does not have years of data as its a new GT and fighting for its place. Trial data thus far indicates it has a place. True it may take time to be established. However all the same arguments could be made between Zolgensma vs Spinraza for treatment of SMA. Both are blockbuster drugs! And for patients progressing on Zokgensma they can take Spinraza.
This is not an either/ or choice. Both drugs will have a market

Mr Rogers

Durability/pricing isn’t just an accounting issue. If expression fades, redosing is the hard part for AAV gene therapy (neutralizing antibodies, immune memory, and safety on re-exposure). You can’t assume “they can re-administer” the way you can with ERT—many patients won’t be eligible for repeat dosing with the same vector, and alternative strategies take years. 
 
“Safety has been demonstrated” is also too strong. Four years in limited cohorts is encouraging, but Fabry GT risk is exactly the long-tail: liver signals, immune events, insertional/episomal uncertainty, and what happens as larger real-world populations are treated. That’s why regulators typically require Phase 3 plus long follow-up, especially with approved therapies available.

That slide is good, but it proves less than people think. 
 
What it does show: 
 
In naïve/pseudo-naïve patients (n=15), plasma α-Gal A activity stayed normal to supraphysiologic out to ~54 months. 
 
Plasma lyso-Gb3 drops fast and then stabilizes. 
 
What it does NOT prove (the gaps): 
 
Tissue delivery: plasma enzyme ≠ enzyme getting into heart/kidney cells at therapeutic levels. 
 
Clinical benefit: no proof here of improved cardiac fibrosis, LVH, eGFR slope, strokes, arrhythmias, etc. 
 
Durability in the real world: small n, selected group; doesn’t cover wider variability and dropouts. 
 
Redosing solution: this slide doesn’t solve the core AAV issue: if it fades or underperforms, repeat dosing is nontrivial.

@mike_swiss_r @1GreenDay99RedDays  
Agree with the last sentence (not either/or), but the SMA analogy is being used too loosely. 
 
Yes, both can have a market. GT doesn’t have to “kill” ERT for ERT to remain big—eligibility, risk tolerance, and payer policy guarantee a mixed landscape. 
 
But Fabry ≠ SMA. Zolgensma is an AAV therapy for infants/early disease with a clear, catastrophic endpoint; Fabry is chronic, heterogeneous, adult, multi-organ, with slower endpoints and an existing ERT standard. That means adoption will be slower and more segmented.

  
Agree with the last sentence (not either/or), but the SMA analogy is being used too loosely. 
 
Yes, both can have a market. GT doesn’t have to “kill” ERT for ERT to remain big—eligibility, risk tolerance, and payer policy guarantee a mixed landscape. 
 
But Fabry ≠ SMA. Zolgensma is an AAV therapy for infants/early disease with a clear, catastrophic endpoint; Fabry is chronic, heterogeneous, adult, multi-organ, with slower endpoints and an existing ERT standard. That means adoption will be slower and more segmented.

@Artfldgr @1GreenDay99RedDays  
Again agree to disagree. Nursinersen (Spinraza) had 5-6 yrs before Zolgensma was approved, thus like Fabry there is a biologic , ASO in this case, that effectively managed the condition. The outcome Spiraza vs Zolgensma is a coin toss, the only differentiator being cost, if the GT is chosen and effective.  
In the case of Fabry, GT has a superior outcome (so far), hence the principle of ERT is good enough, is fine if you are an investor. However as a patient that superior outcome is highly desired, and with no patient deaths (again so far) the safety profile is attractive, and from a payer perspective (US) ST920, is lower cost long term.

  
Again agree to disagree. Nursinersen (Spinraza) had 5-6 yrs before Zolgensma was approved, thus like Fabry there is a biologic , ASO in this case, that effectively managed the condition. The outcome Spiraza vs Zolgensma is a coin toss, the only differentiator being cost, if the GT is chosen and effective.  
In the case of Fabry, GT has a superior outcome (so far), hence the principle of ERT is good enough, is fine if you are an investor. However as a patient that superior outcome is highly desired, and with no patient deaths (again so far) the safety profile is attractive, and from a payer perspective (US) ST920, is lower cost long term.

@mike_swiss_r @1GreenDay99RedDays That&#39;s fine, but your logic is VERY faulty.  you see, i am over 6 feet, that means you cant be..  same logic.  or, i know my Hyundai runs good cause my neighbors ford is running great.  in medicine NOTHING works that way.  you’re assuming “superior outcome” from plasma biomarkers + short follow-up 
 
Spinraza vs Zolgensma wasn’t a coin toss clinically; it was a population/timing split. Zolgensma is best early, and there are clear reasons patients still use/return to Spinraza. That doesn’t map cleanly to adult Fabry with multi-organ disease. 
 
In Fabry, the “outcome that matters” is heart/kidney (fibrosis, LVH, eGFR slope, events). ST-920 showing sustained α-Gal A and lower lyso-Gb3 is encouraging, but it’s not yet proof of superior cardiac/kidney outcomes. 
 
“No patient deaths so far” is not a safety claim; with small n and limited years, you can’t infer long-tail risk.

 That's fine, but your logic is VERY faulty.  you see, i am over 6 feet, that means you cant be..  same logic.  or, i know my Hyundai runs good cause my neighbors ford is running great.  in medicine NOTHING works that way.  you’re assuming “superior outcome” from plasma biomarkers + short follow-up 
 
Spinraza vs Zolgensma wasn’t a coin toss clinically; it was a population/timing split. Zolgensma is best early, and there are clear reasons patients still use/return to Spinraza. That doesn’t map cleanly to adult Fabry with multi-organ disease. 
 
In Fabry, the “outcome that matters” is heart/kidney (fibrosis, LVH, eGFR slope, events). ST-920 showing sustained α-Gal A and lower lyso-Gb3 is encouraging, but it’s not yet proof of superior cardiac/kidney outcomes. 
 
“No patient deaths so far” is not a safety claim; with small n and limited years, you can’t infer long-tail risk.

@Artfldgr @1GreenDay99RedDays 
Funny you just gave the reason why to give GT vs ERT. 
Time will tell, and as data matures we will see. Also we will see how the patient, physician and payer landscape evolves. 
As you allude to my over simlification, you do exactly the same with the payer landscape. 
We have our bets on different horses and will never agree.
What is certain is that there will be a challenge to ERT, the question is will SGMO be the one or QURE or another player!?

 
Funny you just gave the reason why to give GT vs ERT. 
Time will tell, and as data matures we will see. Also we will see how the patient, physician and payer landscape evolves. 
As you allude to my over simlification, you do exactly the same with the payer landscape. 
We have our bets on different horses and will never agree.
What is certain is that there will be a challenge to ERT, the question is will SGMO be the one or QURE or another player!?

@kiwiSurfer No, I don&#39;t know shit, shit isn&#39;t my thing, but as a coprophilic you probably know a lot.

 No, I don't know shit, shit isn't my thing, but as a coprophilic you probably know a lot.

@Artfldgr you’re going to be losing more cash today Specious Sparky!

 you’re going to be losing more cash today Specious Sparky!

@kiwiSurfer what are you, three years old and momma gave you a tablet to keep you quiet?

 what are you, three years old and momma gave you a tablet to keep you quiet?