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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

Jensen Huangs acknowledgment of an affair with a woman reported to be a suspected Chinese intelligence asset, and Nvidias independent board investigation, have focused attention on governance and national-security risks. Traders are split between fears of leadership or business fallout and views that the episode is an overreaction that does not undermine Nvidias AI business.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,109,709. The last known price of Bitcoin is 75,069.21675003 USD and is down -0.79 over the last 24 hours. It is currently trading on 12776 active market(s) with $16,756,193,523.71 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp selloff and reported break below key weekly support have fueled concern about further downside, with traders also pointing to leveraged long liquidations and broader risk-off pressure. The conversation is mostly bearish, though some traders view the dip as a bear trap or buying opportunity.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Nvidia CEO Jensen Huangs admission of an affair and the boards investigation amid allegations involving a suspected Chinese intelligence asset have become a focal point for QQQ traders, who are weighing possible governance, security, and AI-sector spillover risks. The community is divided between treating the issue as a serious overhang and dismissing it as unrelated to Nvidias business, with sharp market swings prompting both bearish calls and dip buying.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp selloff in semiconductor and AI-linked stocks has sparked intense debate over whether the sector is oversold or entering a deeper downturn, with some traders buying for a rebound and others expecting further losses. Concerns about the AI trade and data-center spending weigh on sentiment, while SOXLs 3 leverage magnifies the swings.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SNDKs sharp selloff alongside AI and memory stocks has traders debating whether concerns about AI and data-center spending signal a lasting slowdown or an overdone sector correction; many view the Nvidia CEO investigation as an added short-term drag, while others consider it unrelated noise. Bulls point to the companys fundamentals, buybacks and upcoming split as reasons to look for a rebound, while bears question the stocks recovery prospects and emphasize memorys cyclicality.

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

A strong quarterly report and higher full-year revenue guidance are fueling a rebound, though traders say the shares have not reflected the business growth. Bulls point to the valuation and AI-server demand, while skeptics cite thin margins, inventory and cash-flow risks, and uncertainty around data-center spending.

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Core Scientific Inc

Core Scientifics Q3 results and shift from bitcoin mining toward AI/HPC colocation are driving attention, with traders pointing to growth in colocation revenue and capacity coming online. Bullish reactions see the pivot gaining traction, while skeptics focus on rising debt, execution risks, and reliance on CoreWeave before more contracted capacity begins billing.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

VOO is drawing attention amid a broad S&P 500 pullback and volatility, with traders pointing to tech-sector weakness and concerns about inflation, higher rates, and geopolitical risks. The community is split between warnings of a deeper downturn and investors treating the decline as a buying opportunity for long-term portfolios.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. 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

Nvidia CEO Jensen Huangs reported relationship with a suspected Chinese spy has traders speculating that AMD could benefit from a shift away from Nvidia, while some warn that weakness across AI and semiconductor stocks could drag AMD down too. The discussion also weighs AMDs sharp rebound against concerns that it may be temporary amid doubts about data-center spending and the broader AI trade.

Ethereum (ETH) is a cryptocurrency . Ethereum has a current supply of 122,200,877.25744775. The last known price of Ethereum is 2,141.49627095 USD and is down -4.09 over the last 24 hours. It is currently trading on 14297 active market(s) with $9,084,277,576.13 traded over the last 24 hours. More information can be found at https://www.ethereum.org/.

Ethereum

Ethereum is drawing attention after a sharp crypto-market selloff and a break below chart support, with traders citing broad risk-off pressure and leveraged liquidations. Many warn of further downside, while others view the drop as a shakeout and are buying the dip.

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$IOVA Thanks everyone who joined in on this conversation.  Your input helps to refine some of my thinking on what&#39;s ahead.   
 
I know we lost a few of our fellow longs recently, who got knocked out, scared away, or just simply frustrated and angry with how challenging biotech investing can be, especially when the share price doesn&#39;t match the perceived value, and big money can manipulate the price at times. 
 
Fundamentals typically do win out in the end, but time is part of that equation.  I&#39;ll be here for a good long time based on my expectation that Iovance has a great future ahead for years and maybe even decades to come, assuming they continue to go it alone. 
 
I&#39;ll take a little off the table at various points, for no other reason than to spoil the grandkids, but I&#39;m in no hurry to walk away unless the choice is not mine and some BP decides to belly up to the bar and pay the price to buy this company.  For the record, it&#39;ll need to be a very big number... $20 B, $30 B, $40 B? 
 
GL longs.

Obvs Not Telling

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smolawoo

$IOVA Will 2027 be profitable? 
 
Can some of you please give me your back of the napkin analyses of 2027&#39;s financials? 
 
Expenses are far more controlled, revenue is increasing significantly with 2027 possibly exceeding $600 million, and margins are improving.  It seems that profitability should be in sight.  Am I missing something, or am I correct in thinking we&#39;ll cross into profits over the next 12-14 months? 
 
TIA to any of our board&#39;s number crunchers. 
 
GL

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Iovance Biotherapeutics Inc

Badgerkid

$IOVA  
 
I am very confident Q1 2027 might see first profitability. I would avoid using FCF since FCF works better with more stable data (which Iova lacks) 
 
The answer is in &quot;total revenue&quot; and &quot;total costs and expenses&quot;. Total revenue is linearly up while cost is fairly flat amidst revenue ramp up. 
 
Revenue 2025-2026: 60% YoY 
Assuming a 50% YoY for 2027: 630M for 2027. 
 
At equal weighted assumption: Q1 2027 will see revenue at 156M. 
Assuming a 5% reduction in OpEx: 148M -&gt; 143M 
 
EBIT: 156M - 143M &gt;0 -&gt; positive EPS 
 
Even at 40% YoY revenue, EPS around 0 for Q1 2027

 Thanks everyone who joined in on this conversation.  Your input helps to refine some of my thinking on what's ahead.   
 
I know we lost a few of our fellow longs recently, who got knocked out, scared away, or just simply frustrated and angry with how challenging biotech investing can be, especially when the share price doesn't match the perceived value, and big money can manipulate the price at times. 
 
Fundamentals typically do win out in the end, but time is part of that equation.  I'll be here for a good long time based on my expectation that Iovance has a great future ahead for years and maybe even decades to come, assuming they continue to go it alone. 
 
I'll take a little off the table at various points, for no other reason than to spoil the grandkids, but I'm in no hurry to walk away unless the choice is not mine and some BP decides to belly up to the bar and pay the price to buy this company.  For the record, it'll need to be a very big number... $20 B, $30 B, $40 B? 
 
GL longs.

@Badgerkid  biotech investing requires an Iron clad stomach and a boat load of patience.  They will regret selling anywhere near this price point.

  biotech investing requires an Iron clad stomach and a boat load of patience.  They will regret selling anywhere near this price point.

Charles Navarra

@Badgerkid anyone that left is emotional soft or broke ther going to be so pissed at the run up now that the funds all got in exactly where they wanted

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 anyone that left is emotional soft or broke ther going to be so pissed at the run up now that the funds all got in exactly where they wanted