SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. 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

Advanced Micro Devices is trending after its earnings report, where despite an overall beat and strong data center growth, the stock plunged, sparking community debate over conservative guidance, particularly concerning China AI chip sales, and a wider sell-off across the semiconductor sector.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is experiencing a significant sell-off despite reporting strong earnings, fueling intense community debate over its high valuation amid broader tech sector weakness and aggressive profit-taking.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is seeing a significant sector-wide pullback driven by profit-taking from its substantial rally, compounded by insider selling and broader market weakness, sparking intense community discussion between those buying the dip on robust AI memory demand and others anticipating a deeper correction for the stock.

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

Alphabet is generating significant buzz ahead of its Q4 earnings, with community excitement fueled by recent AI breakthroughs like Gemini's growing adoption and Waymo's substantial $16 billion funding, as investors keenly watch if its performance can uplift the broader tech market.

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

IREN is experiencing extreme volatility leading into its Q2 earnings report, as the stock navigates a broader tech sector sell-off and continued price correlation with Bitcoin. The community is actively discussing strong fundamentals and high anticipation for a potential major hyperscaler deal announcement, contrasting with concerns about market manipulation and post-earnings downside if no new contracts materialize.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is trending amid strong analyst upgrades and recent successful Electron launches, solidifying its position as a key player in the expanding orbital economy and defense sector; many in the community are seizing recent market-wide dips as a compelling buying opportunity.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending amidst a substantial sell-off in technology and growth stocks, generating community discussion around potential market capitulation and critical support levels as investors navigate AI-related uncertainty and a notable rotation towards value.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is highly active as investors eagerly await its upcoming earnings, with fervent debate centered on whether its AI leadership, particularly with Gemini and a significant Waymo valuation boost, will drive a market-saving beat or lead to a post-report sell-off amid broader tech jitters.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending after announcing a $2 billion senior secured notes offering to finance its Amazon-leased Black Pearl data center, accelerating its pivot into high-performance computing for AI. Amidst a broader market downturn, the community is debating whether a "bear raid" is creating a "juicy dip" to accumulate shares, anticipating long-term growth as the company increasingly decouples from Bitcoin's volatility.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

The community is fiercely divided on Robinhood ($HOOD) as it experiences a sharp sell-off, heavily influenced by Bitcoin's downturn and broader market weakness. Investors are anxiously awaiting its upcoming earnings report, debating whether current levels present an oversold buying opportunity or if further declines are ahead.

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Microsoft Corporation

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$INBX update after recent management commentary:

• INBRX-106: Management explicitly stated 106 is performing better than Keytruda, otherwise they “would have killed it.” Not a slam dunk, but also not a moonshot — internally framed as roughly 60/40. Key driver is durability &amp; OS, with immune-memory signal emerging. Data needs to mature into H2’26. Real asset, longer-dated upside.

• INBRX-109: Active discussions ongoing. Timing intentionally being optimized into late Q1 as CRC durability continues to mature. Large pharma interest is primarily driven by CRC, not just chondrosarcoma. Management was clear: they will sell if pricing is right.

• Structure: If 109 is sold, remaining assets (incl. 106 + allergy royalty stake) would be spun into a public SpinCo.

My view:
109 alone supports a $2.5–$3.0B sale range, equivalent to roughly $120–$150/share (FD), with SpinCo providing additional upside beyond that.

106 is not priced in today nor are other assets they own

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Inhibrx Inc

 update after recent management commentary:

• INBRX-106: Management explicitly stated 106 is performing better than Keytruda, otherwise they “would have killed it.” Not a slam dunk, but also not a moonshot — internally framed as roughly 60/40. Key driver is durability & OS, with immune-memory signal emerging. Data needs to mature into H2’26. Real asset, longer-dated upside.

• INBRX-109: Active discussions ongoing. Timing intentionally being optimized into late Q1 as CRC durability continues to mature. Large pharma interest is primarily driven by CRC, not just chondrosarcoma. Management was clear: they will sell if pricing is right.

• Structure: If 109 is sold, remaining assets (incl. 106 + allergy royalty stake) would be spun into a public SpinCo.

My view:
109 alone supports a $2.5–$3.0B sale range, equivalent to roughly $120–$150/share (FD), with SpinCo providing additional upside beyond that.

106 is not priced in today nor are other assets they own

Quince Therapeutics Inc

Innventure inc.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

CalciMedica Inc

Enovix Corp

BullStockpicks1

@BullStockpicks1 how confident are you that 109 will be sold? i see they have sold an asset in the past. you think it would happen in Q1 2026?

 how confident are you that 109 will be sold? i see they have sold an asset in the past. you think it would happen in Q1 2026?

MercadoLibre Inc

SPDR Gold Shares ETF

Novo Nordisk A/S

Altimmune Inc

Viking Therapeutics Inc

MoonLake Immunotherapeutics

Structure Therapeutics Inc - ADR

@judgeyoung2 extremely. That is their stated goal. Just want some of the Colorectal readouts to come through as it will increase value.  I think late q1 could be early q2 but I think we get $130 for that alone

 extremely. That is their stated goal. Just want some of the Colorectal readouts to come through as it will increase value.  I think late q1 could be early q2 but I think we get $130 for that alone

@BullStockpicks1 jpm next week. buyouts tend to be announced there.

 jpm next week. buyouts tend to be announced there.

@judgeyoung2 unlikely but possible… they want colorectal data to mature as they see that juicing the the TAM and buyout. I still see $120 base case for sale of 109 leaving the rest including 106 in the new public spinCo.  Since 106 was posative but needs time it will be public vs private

 unlikely but possible… they want colorectal data to mature as they see that juicing the the TAM and buyout. I still see $120 base case for sale of 109 leaving the rest including 106 in the new public spinCo.  Since 106 was posative but needs time it will be public vs private