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Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Updated Phase 2 data for Iovances lifileucel therapy in metastatic non-small-cell lung cancer is driving attention: traders are weighing a 24.6% response rate across the study against a higher 59.1% rate in a biomarker-enriched subgroup and the planned regulatory path. Reactions are divided between viewing the results as evidence of promise for the therapy and concerns that the subgroup strategy could narrow the market, contributing to a sell-the-news debate.

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 A

Alphabet Inc Class A

Alphabets quarterly results missed expectations as Search and advertising growth slowed, while heavy AI infrastructure spending and negative free cash flow raised concerns about returns on investment despite strong Cloud growth. Traders are split between viewing the selloff as an overreaction and buying opportunity, and worrying that AI is eroding Search monetization as spending rises.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs steep selloff and fresh all-time lows dominate the discussion, with traders pointing to concerns about the companys financial performance, dependence on Trump, and possible dilution. The conversation is overwhelmingly bearish, though some traders see the decline as a buying opportunity; others speculate that midterm results could add pressure.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings miss and steep AI infrastructure spending, which pressured cash flow, have driven the selloff, alongside concerns about slower Search and advertising growth and AI monetization. Traders are split between viewing the drop as an overreaction given strong Cloud growth and fearing that spending will outpace returns as AI challenges Search.

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.

Microsoft Corporation

Microsoft Corp

Microsofts quarterly results beat expectations, with accelerating Azure growth and strong AI-cloud demand offsetting lower-than-expected capital spending. Traders largely welcomed the results, though the stocks initial pop faded amid debate over whether lighter spending reflects efficiency or delayed capacity, and concerns about free cash flow and AI investment returns.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegians quarterly report beat expectations and raised its full-year outlook, prompting bullish reactions; traders also welcomed the CFO change. Some see the results as a potential turnaround and cite heavy short interest, while others remain wary of debt, yields, and the companys track record.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows quarterly earnings miss and softer outlook for near-term contracted-revenue growth overshadowed stronger revenue and raised AI targets, prompting a sharp selloff. Traders are divided between calling the reaction an overreaction and worrying that growth is slowing and AI could threaten enterprise software demand.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles investor-day outlook for strong long-term growth, a return to positive free cash flow, and limited additional fundraising eased concerns about financing its AI data-center buildout and drove a sharp rally. Many traders welcomed the greater clarity, while skeptics questioned whether management can deliver the projections given Oracles debt and continued execution risks.

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

SELLASs Phase 3 REGAL trial reached its 80th event, triggering final analysis and setting up a topline readout expected this quarter; the announcement was followed by a sharp selloff. Traders are divided: some see the long trial and milestone as encouraging and are buying the dip, while skeptics stress that no survival benefit or treatment-arm breakdown has been disclosed and the readout remains binary.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Lillys Q3 results beat expectations, driven by strong Mounjaro and Zepbound sales, and management raised its full-year revenue outlook. Traders were broadly bullish, though some noted one-off revenue benefits, pricing pressure and acquired R&D charges weighing on the outlook for earnings.

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$SMCI — THE NUMBERS ARE SCREAMING BULLISH! 

Wall Street can debate the valuation, but the AI demand is undeniable!

🔥 Q1 FY27 Preliminary Results:

* Revenue: $18.5B–$19.5B, up to $4B ABOVE prior guidance!
* Gross margins: 12.0%–12.5%, beating prior expectations!
* Revenue midpoint: $19B, approximately 71% higher than Q4!
* FY26 revenue: $39.1B, up 78% YoY!
* FY27 revenue outlook: $65B–$72B!
* More than $60B in new orders reported in Q4 FY26!

💥 NVIDIA Vera Rubin, AMD Helios, liquid cooling, and rack-scale AI infrastructure are massive growth opportunities.

The bullish thesis is simple: Explosive revenue growth + improving projected margins + accelerating AI infrastructure demand = significant upside potential if execution delivers!

📅 November 3 earnings could be a major catalyst.

SuperMicro isn’t just participating in the AI revolution,  it’s helping build the infrastructure powering it! 

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 — THE NUMBERS ARE SCREAMING BULLISH! 

Wall Street can debate the valuation, but the AI demand is undeniable!

🔥 Q1 FY27 Preliminary Results:

* Revenue: $18.5B–$19.5B, up to $4B ABOVE prior guidance!
* Gross margins: 12.0%–12.5%, beating prior expectations!
* Revenue midpoint: $19B, approximately 71% higher than Q4!
* FY26 revenue: $39.1B, up 78% YoY!
* FY27 revenue outlook: $65B–$72B!
* More than $60B in new orders reported in Q4 FY26!

💥 NVIDIA Vera Rubin, AMD Helios, liquid cooling, and rack-scale AI infrastructure are massive growth opportunities.

The bullish thesis is simple: Explosive revenue growth + improving projected margins + accelerating AI infrastructure demand = significant upside potential if execution delivers!

📅 November 3 earnings could be a major catalyst.

SuperMicro isn’t just participating in the AI revolution,  it’s helping build the infrastructure powering it! 

