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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

Moderna is experiencing a significant surge following positive topline results from a Phase 3 trial of its personalized mRNA cancer vaccine, marking the first successful late-stage trial of its kind. The community is actively debating the stock's massive upside potential and the broader implications for oncology, with polarized discussions between bulls celebrating the scientific breakthrough and skeptics questioning the sustainability of the price move and the long-term safety profile of mRNA therapies.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending following a landmark commercial agreement and warrant deal with Alphabet that positions the company as a key custom chip partner for the Google TPU ecosystem. Investors are actively debating the long-term growth potential and revenue visibility provided by this strategic partnership, with many closely monitoring how the warrant structure and potential equity stake will influence the stock's valuation and sector competitiveness.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is experiencing significant selling pressure driven by concerns over its off-balance-sheet financing vehicles and VMware security vulnerabilities. While the community is debating whether this pullback is an overreaction to market noise or a structural re-rating of the stock ahead of earnings, many retail traders are actively looking to buy the dip, viewing the current price as a discount on a fundamentally strong AI infrastructure leader.

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

SELLAS Life Sciences is trending as investors react to positive sector-wide developments in cancer vaccine efficacy, fueling optimism about the potential validation of the GPS platform and a significant valuation re-rating. The community is actively debating the timing of the REGAL phase 3 readout and the likelihood of institutional accumulation or a strategic acquisition as the company approaches key data milestones.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is trending as investors monitor macro-economic shifts and anticipate regulatory clarity from upcoming government crypto summits. The community remains divided, with bulls highlighting institutional accumulation and liquidity injections, while bears express skepticism about the asset's volatility and market independence.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

The iShares 20+ Year Treasury Bond ETF is trending as the U.S. Treasury announced a doubling of its buyback operations for long-term debt, a move viewed by the community as a strategic effort to stabilize yields and provide liquidity. Traders are actively debating whether this intervention represents a sustainable fix or a short-term 'sugar jolt' that ignores deeper fiscal concerns, with many investors closely monitoring the Treasury's actions for signals on future volatility.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The SPY is trending as investors react to a U.S. Treasury announcement to double its liquidity support through a bond buyback operation, aimed at stabilizing the bond market amid rising yields and global economic pressures. The community remains deeply divided, with many traders debating whether this intervention serves as a necessary short-term relief for stock markets or a sign of deeper structural stress that could lead to inflationary risks.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Merck is trending as investor focus shifts to its oncology pipeline and strategic M&A potential following key trial successes and the looming patent expiration for Keytruda. The community is actively debating speculative buyout targets and evaluating the company's ability to maintain its market dominance through new cancer combination therapies.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is experiencing significant upward momentum as investors speculate on a potential short squeeze, with short interest remaining elevated above 30 percent. The community is actively discussing the stock's role in the AI-driven precision medicine sector, with many highlighting its strategic data platform and recent performance as key reasons for continued bullish sentiment.

TOYO Co. Ltd. engages in the design, manufacture, and sale of solar cells and modules. It is involved in integrating the upstream production of wafer and silicon, midstream production of solar cell, downstream production of photovoltaic (PV) modules, and potentially other stages of the solar power supply chain. The company was founded on November 8, 2022 and is headquartered in Tokyo, Japan.

TOYO Co Ltd.

TOYO Co., Ltd

TOYO Co. is currently trending following the release of strong earnings results that showcased significant year-over-year revenue growth and profitability. The community is actively debating the company's valuation relative to its robust fundamentals, while monitoring potential regulatory catalysts and institutional accumulation that may signal further upside.

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

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Beaudine68

@Beaudine68 
Are you short?  Or just hating?  I am super long.  Let’s compare notes on 8/27.  Deal?

 
Are you short?  Or just hating?  I am super long.  Let’s compare notes on 8/27.  Deal?

Howard

@finkle_is_einhorn  I’m very long! Was in @ 12 shares at $25 out at 95 bought 3000 shares at 70 and holding until $850
You ?

  I’m very long! Was in @ 12 shares at $25 out at 95 bought 3000 shares at 70 and holding until $850
You ?

@Beaudine68  
Same... $P  is my biggest holding...  By 2X. Several purchases, but in aggregate 2000 shares at average entry of 76.63.   I have super strong conviction they will have great numbers and great things to say on 8/26 earnings.  Watching SNDK explode... like 6X just this year.  I have to think this should at least 2X by the end of 2026.  Since I&#39;m over my skis with this size position, I will probably take some off the table at around 145.  And hold some for the long haul.

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  is my biggest holding...  By 2X. Several purchases, but in aggregate 2000 shares at average entry of 76.63.   I have super strong conviction they will have great numbers and great things to say on 8/26 earnings.  Watching SNDK explode... like 6X just this year.  I have to think this should at least 2X by the end of 2026.  Since I'm over my skis with this size position, I will probably take some off the table at around 145.  And hold some for the long haul.