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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet shares are under pressure ahead of earnings, with traders focused on whether heavy AI spending can generate returns and whether AI competition threatens Searchs advertising business; some also cite broader selling in large-cap tech. Bears expect weakness if Search or spending outlook disappoints, while bulls argue Cloud and AI growth support the business and are buying the dip.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Leaked Phase 3 results for Moderna and Mercks personalized melanoma vaccine with Keytruda showed a 42% reduction in recurrence or death risk, but MRNA sold off sharply as traders judged the positive data short of expectations built into its steep run-up. The community is split between viewing the drop as a sell-the-news reaction to strong results and arguing that the efficacy, commercial prospects, or valuation remain disappointing; concerns about the leak and extreme volatility also feature in the debate.

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iShares Silver Trust

A sharp selloff in silver has put SLV in focus, with traders reacting to the funds steep decline and debating whether it reflects broader market and rate pressures or a technical breakdown. Bears see further downside, while some investors are treating the drop as a buying opportunity; claims of market manipulation remain speculation.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong Q3 results and raised full-year outlook have been overshadowed by a sharp share-price decline. Traders debate whether heavy capital spending and negative cash flow, alongside a stretched valuation and broader pressure on AI-related stocks, justify the selloff; bullish investors view it as an overreaction, while skeptics remain focused on cash generation.

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 benefiting from a broader rotation into software and renewed optimism that AI can strengthen established enterprise platforms rather than displace them. Traders also debate the Braze acquisition, weighing its potential to expand AI-powered marketing against concerns about the price and integration risks.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

A sharp selloff in gold has put GLD under pressure, with traders debating why it is falling alongside risk assets despite geopolitical tensions and its traditional safe-haven role. Messages point to a stronger dollar, elevated yields and inflation-related rate concerns as possible headwinds, while some traders see the decline as a buying opportunity.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

Disclosed share sales by CEO John Giamatteo are driving debate over whether the transactions signal a lack of confidence or reflect equity compensation and tax obligations; some traders also point to weakness across tech stocks as contributing to the decline. Bulls counter with QNXs record royalty backlog and adoption momentum, while skeptics question how quickly that future demand will translate into revenue.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

A broad-market pullback has VOO traders debating whether the decline is a buyable dip or the start of a deeper correction, with concerns about rising Treasury yields, inflation and possible Fed rate hikes weighing alongside weakness in tech. Others point to support levels and continued long-term buying as reasons not to overreact.

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, and Defense. 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 company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

A reported UK government subsidy deal to support Rolls-Royces UltraFan demonstrator and potential return to the narrow-body engine market is drawing attention, though the funding has not been finalized. Traders are reacting to the news with optimism while also debating the stocks sharp pullback and whether it reflects broader market pressure or a buying opportunity.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

RIOT is drawing attention amid a steep selloff across Bitcoin miners, with traders citing Bitcoin weakness and concerns about the sectors capital-intensive AI/data-center pivots and financing. Sentiment is largely frustrated and bearish, though some traders view oversold conditions as a possible stabilization point.

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$SLS  Mutiple myeloma maintenance is the prize for GPS. Median PFS on lenalidomide $BMY  ± anti-CD38 monoclonal antibody $JNJ maintenance frequently reaches 48 to 60+ months. GPS doubled PFS compared with SOC in the P2 trial for MM. A single MM patient generates 4 to 5+ patient-years of continuous revenue, compared to ~1 patient-year for an AML patient in CR maintenance.

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  Mutiple myeloma maintenance is the prize for GPS. Median PFS on lenalidomide 

 maintenance frequently reaches 48 to 60+ months. GPS doubled PFS compared with SOC in the P2 trial for MM. A single MM patient generates 4 to 5+ patient-years of continuous revenue, compared to ~1 patient-year for an AML patient in CR maintenance.

Yep this is the math most people skip. the MM maintenance prize dwarfs AML on revenue per patient year, and GPS doubling PFS in P2 is what makes the whole thing credible. this is exactly the kind of setup I alert. the money gets made in the runup, not on the headline. I post my full plan for $SLS at https://bioswings.com

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Yep this is the math most people skip. the MM maintenance prize dwarfs AML on revenue per patient year, and GPS doubling PFS in P2 is what makes the whole thing credible. this is exactly the kind of setup I alert. the money gets made in the runup, not on the headline. I post my full plan for 

@BiotechSwings BMY markets Onureg, can cushion some of it&#39;s MM revenue loss with Lenalomide having gone generic, and has tested GPS in combo with Opdivo in mesothelioma and ovarian cancer. BMY could definitely be in the picture if Regal succeeds.

 BMY markets Onureg, can cushion some of it's MM revenue loss with Lenalomide having gone generic, and has tested GPS in combo with Opdivo in mesothelioma and ovarian cancer. BMY could definitely be in the picture if Regal succeeds.

agree, and the sleeper is the channel fit. Onureg already gives BMY the maintenance sales lane in MM, so a positive Regal read would hand them a launch vehicle not just an asset. thats the kind of overlap buyers usually move on before the binary, not after