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GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

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GameStop Corp

A sharp pullback after a recent rally has put GMEs volatility and options activity in focus, with traders debating whether it is a routine cooldown or selling pressure around key price levels. The rally is widely linked by traders to Ryan Cohens reported share purchases, while some speculate about a short squeeze and others attribute the swings to market manipulation without evidence.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

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Microsoft Corp

Microsofts Copilot overhaul, adding autonomous agents, coding tools and deeper Office integration, is drawing attention as traders connect it with the stocks sharp rise. Bullish momentum is prominent, though some traders question whether the AI news justifies the move and warn of a pullback.

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TLT is drawing attention amid a sharp selloff in long-duration Treasuries as yields reach multi-decade highs; traders cite inflation concerns, hawkish Fed expectations, rising oil prices and heavy government borrowing. The community is split between expecting further losses and viewing the decline as a buying opportunity, with some anticipating a rebound if yields ease.

Akamai Technologies, Inc. is the cybersecurity and cloud computing company that powers and protects business online. The market security solutions, superior threat intelligence, and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. The firm full-stack cloud computing solutions deliver performance and affordability on the world’s most distributed platform. The global enterprises trust Akamai to provide the industry reliability, scale, and expertise they need to grow their business with confidence. The company was founded by Frank T. Leighton, Jonathan Seelig, Randall S. Kaplan, and Daniel M. Lewin on August 20, 1998 and is headquartered in Cambridge, MA.

Akamai Technologies Inc

A major seven-year Anthropic cloud-infrastructure agreement is driving attention, with traders viewing it as a potential AI-growth catalyst that could reshape Akamais cloud business. Optimism about the deal and analyst upgrades is tempered by concerns over upfront capital spending, possible dilution, and the stocks sharp fade after its initial surge.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costcos quarterly earnings and sales beat estimates, but traders are debating why the shares barely reacted, citing the stocks premium valuation and questioning how much of the profit beat reflected one-off tariff refunds rather than recurring growth. Strong underlying sales are drawing bullish reactions, while slower membership growth and the pace of core comparable sales fuel caution.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

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Nike Inc

Bank of America downgraded Nike, citing a longer-than-expected turnaround and continued sales declines, intensifying concerns about weak recovery and competition ahead of quarterly results. Traders are sharply divided: bears expect further downside, while bulls argue the bad news is priced in and see signs of a potential bottom.

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

IRENs sharp, volatile pullback and lagging performance versus other neocloud stocks are being tied by traders to a harsh SemiAnalysis ClusterMAX assessment of its cloud operations, alongside concerns about share dilution and execution. Bulls dismiss the report as a hit piece and point to AI-infrastructure demand and customer contracts, while bears focus on the companys ability to deliver and its repeated struggle near resistance.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

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Comcast Corp. engages in the provision of video, Internet, and phone services. It operates through the following segments: Residential Connectivity and Platforms, Business Services Connectivity, Media, Studios, and Theme Parks. The Residential Connectivity and Platforms segment consists of residential broadband and wireless services and Sky-branded entertainment television networks and advertising. The Business Service Connectivity segment offers broadband, wireline voice and wireless services through small to medium customers and large enterprises through the HFC network. The Media segment consists of NBCUniversal’s television and streaming platforms, including national, regional, and international cable networks. The Studios segment focuses on NBCUniversal’s film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida, Hollywood, California, Osaka, Japan, and Beijing, China. The company was founded by Ralph Roberts in 1963 and is headquartered in Philadelphia, PA.

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Comcast Corp

KeyBancs downgrade of Comcast to Underweight, citing worsening broadband metrics and competitive pressure, is driving attention as traders react to the stocks continued weakness. Bearish concerns about subscriber losses and the outlook compete with value-focused buyers pointing to Comcasts cash generation, dividend, and planned media spinoff.

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.

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Meta Platforms Inc

METAs pullback is being discussed as profit-taking after a steep rally fueled by enthusiasm for its Muse AI agent, product announcements and analyst upgrades. Traders are split between viewing the decline as a healthy pause and warning that the stock is overextended, with some also questioning whether AI monetization will justify the spending and hype.

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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 New data on survival in non-transplanted AML CR1 patients in the age of venetoclax. mOS 19 months for the cohort, but less in the &gt;60 age subgroup. ELN 2024 status seems to be the strongest predictor. @yG19 and others may be interested in the subgroup breakdowns. PDF can be downloaded

https://haematologica.org/article/view/14308

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Department of Leukemia, The University of Texas MD Anderson Cancer Center, Houston, Texas Department of Leukemia, The University of Texas MD Anderson Cancer Center, Houston, Texas Department of Leukemia, The University of Texas MD Anderson Cancer Center, Houston, Texas Department of Leukemia, The University of Texas MD Anderson Cancer Center,

Haematologica

Early View | Haematologica

$SLS the day after this study came out, the short interest dropped by 11 million btw

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Kahkoa

$SLS Gps Phase 2 CR2 21 month MOS. 
- patient Avg 74 YO likely in the LIT cohort - just 11 months in CR1

$SLS A $12 share price is literally insane for this groundbreaking 2 asset company! 

The T1 halt and gap up after top line is going to hit harder than the crack epidemic in the 80’s. Can’t wait!!!

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TTP222

$SLS This completely destroys the short arguments 👏💪😁

Gray Wolf

$SLS this data pretty much support what the company shown in its company presentation.

Dean

$SLS The very doctors running these clinical landscapes just handed the market the ultimate cheat sheet right before the exam results are posted. 👍💪😘

Duncan Teo

$SLS keeping this Gem at the top. Happy Sellas day..

Jonathan

$SLS A timely evidence from other reputable sources! Now the FDA has an even more complete picture of what the current SoC therapies do :)

Marley

$SLS Thank you Bazzil, it&#39;s times like these where I wish had more characters to write with on Stocktwits, but every dollar paid for Edge, is another share of SLS that can be purchased 
 
Incredibly useful study and shared a detailed write-up here with what stuck out as insights from this study, there&#39;s a lot of golden nuggets 
 
https://www.reddit.com/r/sellaslifesciences/comments/1v4vyn5/comment/ozfjzp5/?utm_source=share&amp;utm_medium=web3x&amp;utm_name=web3xcss&amp;utm_term=1&amp;utm_content=share_button 
 
I&#39;m gonna run out of characters, but the first thing that stuck out is the 3-Yr OS here for the overall cohort, including everyone, low-intensity, and IT as well, is that the Kaplan-Meier curves suggest approximately 25-30% 3-year OS for the overall cohort, with the IT favorable-risk group performing substantially better (mOS not reached) 
 
This is helpful as it is CR1, so the plausible range expected for CR2 of 13% to 19% is likely 
 
Wish I could discuss everything related to ELN-risk distribution the study showed, and what that means for REGAL&#39;s mix, along with median OS from randomization, but I&#39;m out of characters 
 
Really excited for topline results

BlaBlabla

$SLS Gemini pro::
&quot;If even patients in their first remission (CR1) receiving state-of-the-art therapies (like venetoclax) without a stem cell transplant survive a median of &quot;only&quot; 19 mo., it is medically practically impossible for patients in their second remission (CR2) in the REGAL trial&#39;s BAT control arm to achieve similar numbers.
Historical data shows a median Overall Survival (mOS) of roughly 5.4 to 8 months for CR2 patients without a transplant. The fact that the mOS in CR1 is 19 months indirectly confirms that the BAT arm in the REGAL trial (CR2) will very likely remain in the low, single-digit range (precisely those 6 to 8 months). A sudden upward &quot;outlier&quot; in the control arm&#39;s performance is extremely unlikely given these CR1 figures.
​Conclusion for the REGAL Trial&#39;s mOS
​Expected mOS (BAT): Likely still hovering around 6 to a max. 8 months. The 19m benchmark from the CR1 study essentially cements the fact that the standard of care for CR2 must fall significantly below that&quot;

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Ehrenhardt

$SLS can someone explain the findings to a noob like me

Very Imminently

Nasfact

$SLS awesome job Brazzil !! You must have been really bored or your mom locked you in your room.

John Pace

$SLS Timely short buster AML study report!!

WaynD

$SLS Remarkable big really had Bat for cr2 at 16-25 Mos lol

Sunnym_15

$SLS These updated +/- Venetoclax Rx AML CR1 non-SCT mRFS (11 mo) &amp; mOS (19 mo) data further supports historical CR2 non-SCT mOS (8 mo)!

Simple ballpark MATH (this is generous considering REGAL BAT OS only starts AT time of REGAL enrollment AFTER CR1 relapse &amp; the 1-2 mo required to achieve CR2)!

CR1 mOS - CR1 mRFS = CR2 mOS
               19 mo - 11 mo = 8 mo

REGAL BAT ~8 months is DATA-driven FACT from ALL published DATA &amp; MD experts, including those running REGAL trial!

GPS has achieved CURATIVE-INTENT Rx glory &amp; WILL be the MOST SIGNIFICANT therapeutic achievement in 2026 for cancer &amp; forever for AML!

BioTechBling

Mike F

$SLS let&#39;s look at what this means. Ven achieved mos of 19 months in cr1! In ph2 regal got to 16.9 I believe. That&#39;s cr2 sicker and highly treatment resistant with ven achieving no more than 6-8 months. So how well would gps due in cr1? A little breakdown of what the find means. Good one

John Wick

$SLS @Bazzil @yG19 This is absolutely huge!! This paper exists because the field recognizes that non-transplanted AML survival benchmarks were poorly characterized. 
 
362 newly-diagnosed AML pts who achieved CR1 and did NOT go to transplant, 2016-2023.  
 
Remember this is CR1, not CR2 so this serves as a ceiling for survival estimates. 
 
REGAL&#39;s BAT is HMA/ven, LDAC, observation, so the comparator is the low-intensity (LIT) venetoclax group (n=198, median age 74): 
 
LIT + venetoclax: median RFS 10.8 mo, median OS 16.6 mo  
LIT without ven: RFS 6.3, OS 12.5 
(Intensive Treatment+ven, for reference: RFS 23.5, OS 30.3 — but that&#39;s a median-age-52 cohort, not REGAL&#39;s population) 
 
Thats for CR1! A second remission is shorter and more chemoresistant than a first. 
 
ELN 2024 inside the LIT cohort (n=257, 77% ven): 
Favorable - RFS 13.7, OS 25.1 
Intermediate - RFS 10.2, OS 17.5 
Adverse - RFS 5.3, OS 10.6 
 
The cohort did exclude CBF patients however, but not likely to be enriched in REGAL given the median age. This points us at a likely mOS for CR2 patients at well below 16-18.  
 
Also worth noting that 250 of 612 CR1 patients (41%) at MD Anderson proceeded to allo-SCT. Even at MD Anderson, with 855 allos in two years and every resource available, 59% of first-remission patients never went to transplant. REGAL&#39;s arm is a worse remission, pre-screened as ineligible. Enough said. 
 
I can&#39;t own enough SLS.

LeftyMD

$SLS @Bazzil @yG19 Great Data. Thanks for Sharing - redeemed this boards Value.  
---  
Really Speaks for itself - CR1 / no Transplant / 2.5 LIT : 1 IT - makes sense. 
11 month MOS LIT and 19 month MOS for IT [IT being Healthier and therefore capable of withstanding more Intense Treatment] 
 
11 month MOS in CR1 Low Intensity Treatment 
19 month MOS in CR1 Intense Treatment  
 
- Again GPS Phase 2 MOS in CR1 was not Yet Reached and Greater than 67.6 Months. 
- Gps Phase 2 MOS in CR2 was 21 months --- better than this CR1 Result.

SELLAS Life Sciences Group Inc

 New data on survival in non-transplanted AML CR1 patients in the age of venetoclax. mOS 19 months for the cohort, but less in the >60 age subgroup. ELN 2024 status seems to be the strongest predictor. 

 and others may be interested in the subgroup breakdowns. PDF can be downloaded



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@Bazzil @yG19 Gps P2 Cr2 21 month MOS, patient Avg 74 YO likely in the LIT cohort - 11 months in CR1

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 Gps P2 Cr2 21 month MOS, patient Avg 74 YO likely in the LIT cohort - 11 months in CR1

@Bazzil @yG19 Will peruse in a bit—if so, relatively-revelational.

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 Will peruse in a bit—if so, relatively-revelational.

Anonymous10000

@Bazzil literally from today’s date, how did you find it so fast?

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 literally from today’s date, how did you find it so fast?

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@puzzled222 Blind luck. I am not connected anyone or anything, trust me. I peruse pubmed for Aml papers every so often. Most are irrelevant but I just happened to stumble on a biggie today. I have found others like the wt1 vaccine post pediatric transplant that got yg19 so excited. Happy to give longs a boost of confidence, but most importantly hoping that this is really a big step forward for Aml patients, and soon.

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 Blind luck. I am not connected anyone or anything, trust me. I peruse pubmed for Aml papers every so often. Most are irrelevant but I just happened to stumble on a biggie today. I have found others like the wt1 vaccine post pediatric transplant that got yg19 so excited. Happy to give longs a boost of confidence, but most importantly hoping that this is really a big step forward for Aml patients, and soon.

@Bazzil Amazing! Really appreciate you finding these articles, definitely makes holding through all the turbulence easier. Cheers to this hopeful cure!

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 Amazing! Really appreciate you finding these articles, definitely makes holding through all the turbulence easier. Cheers to this hopeful cure!

@Bazzil @yG19 need @Stocktwits @StocktwitsNews to pin this

Cc: @kevinbtravers

@Bazzil @yG19 $SLS  
 
The study reduced one of our largest remaining uncertainties: whether modern venetoclax-based therapy could make REGAL’s BAT arm unexpectedly strong. 
 
Before the paper: 
 
Plausible BAT range: roughly 8–16+ months. 
Concern: perhaps modern HMA/venetoclax pushed BAT toward 16–18 months. 
 
After the paper: 
 
CR1 LIT + venetoclax OS: 16.6 months. 
CR1 LIT + venetoclax RFS: 10.8 months. 
CR1 adverse-risk OS: 10.6 months. 
REGAL patients are in the generally less durable CR2 setting. 
A 16–18-month CR2 BAT median now appears less plausible. 
Updated BAT base case: approximately 10–12 months. 
 
That makes the required GPS performance—roughly 16–19 months for HR ≤0.636—more consistent with GPS’s prior 21-month CR2 result.

callmepsychic

  
 
The study reduced one of our largest remaining uncertainties: whether modern venetoclax-based therapy could make REGAL’s BAT arm unexpectedly strong. 
 
Before the paper: 
 
Plausible BAT range: roughly 8–16+ months. 
Concern: perhaps modern HMA/venetoclax pushed BAT toward 16–18 months. 
 
After the paper: 
 
CR1 LIT + venetoclax OS: 16.6 months. 
CR1 LIT + venetoclax RFS: 10.8 months. 
CR1 adverse-risk OS: 10.6 months. 
REGAL patients are in the generally less durable CR2 setting. 
A 16–18-month CR2 BAT median now appears less plausible. 
Updated BAT base case: approximately 10–12 months. 
 
That makes the required GPS performance—roughly 16–19 months for HR ≤0.636—more consistent with GPS’s prior 21-month CR2 result.

resume777

@dscallez --- bazzill has posted a couple of CR1 and CR2 MOS Trials the last few days that confirm Gps is getting fda approval. 
thought you should know. 
 
ps ... 20% of the Early Gps Non Responders was the only reason GPs didn&#39;t hit the Very High bar at Interim...

DSCallez

 --- bazzill has posted a couple of CR1 and CR2 MOS Trials the last few days that confirm Gps is getting fda approval. 
thought you should know. 
 
ps ... 20% of the Early Gps Non Responders was the only reason GPs didn't hit the Very High bar at Interim...