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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 is trending amid intense new year profit-taking and portfolio rebalancing, leading to a significant price dip. This has ignited a fierce debate within the community, with many investors eagerly "buying the dip" due to strong conviction in its AI-driven future, while others continue to argue the stock remains overvalued and point to perceived market manipulation.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending amidst reports of vehicle deliveries falling short of expectations, fueling concerns about its core auto business performance against increasing EV competition. Community discussion is split between those viewing this as a buying opportunity based on future AI, robotaxi, and robotics ventures, and skeptics pointing to high valuation and past unfulfilled promises. The discourse highlights a critical juncture for the company as its growth narrative is closely scrutinized.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is generating intense community buzz ahead of its upcoming earnings report, fueled by a recently announced strategic spin-off of its AI cloud business, ChronoScale. Investors are actively discussing the potential for a significant short squeeze and substantial upside, emphasizing the company's strong position in providing essential data center infrastructure for hyperscalers amidst surging AI demand.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending after announcing record monthly and quarterly vehicle deliveries, signaling strong operational growth and nearing a significant cumulative production milestone. Despite this positive momentum, the community is actively debating perceived market manipulation, expressing frustration that the stock's performance isn't reflecting its improving fundamentals. Many long-term investors maintain conviction, believing the company remains undervalued given its innovative battery swap technology and anticipated path to profitability.

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 is experiencing a significant surge, fueled by recent analyst upgrades and robust demand for its High-Bandwidth Memory (HBM) products, essential for the expanding AI sector. This momentum sparks intense debate among investors, with many anticipating a sustained "memory supercycle" and further appreciation, while a skeptical segment warns of an "AI bubble" and potential pullback following its substantial gains.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending due to its critical GaN and SiC power solutions for next-generation AI data centers, notably aligning with NVIDIA's 800VDC architecture. The community is buzzing about the stock's substantial short interest, fueling intense anticipation of a significant short squeeze and perceived market manipulation. Investors are closely monitoring recent strategic partnerships and potential breakthroughs in securing major contracts that could solidify its pivotal role in energy-efficient AI infrastructure.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is experiencing significant positive momentum following news of its AI chip unit, Kunlunxin, filing for a Hong Kong IPO. The community largely views this development as a key catalyst to unlock substantial value, especially given China's strategic push for domestic semiconductor solutions and the perceived undervaluation of Baidu's robust AI and autonomous driving segments.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is a trending topic following the successful early orbit operations of its BlueBird 6 satellite and AT&T's confirmation of beta satellite service for FirstNet and select customers in the first half of 2026. The community is buzzing with anticipation for the company's direct-to-device 4G/5G connectivity, with many believing numerous upcoming catalysts, including military contracts and further deployments, will drive significant growth in the rapidly expanding space sector. Investors widely view current price levels as a strong accumulation opportunity before commercial service and revenue generation commence.

What is the project about? Pepe is a community based meme token surround the iconic meme Pepe the frog. Pepe aims to leverage the power of such an iconic meme to become the most memeable memecoin in existence.   What makes your project unique? Pepe is here to make memecoins great again. Ushering in a new paradigm for memecoins, Pepe represents the memecoin in it's purest simplicity. With zero taxes, liquidity locked forever, and contract immutable, Pepe is for the people, forever. Pepe is about culture, rallying together a community to have fun and enjoy memes, fueled purely by memetic power.   History of your project. Pepe was stealth launched on Friday, April 14th, 2023.   What’s next for your project? Pepe will focus on developing a tight-knit community around the token and building resources to enrich the communities knowledge and success in crypto through a token gated group, newsletter, and more tools.   What can your token be used for? Pepe can be used to speculate on the power of memes, and does not pretend to be anything more.

Pepe

PEPE is trending with strong upward momentum, leading a broader surge across the meme coin sector. The community is highly engaged, celebrating recent gains and significant trading volume, with many anticipating further price appreciation and a potential "alt season" for these assets.

Polyrizon Ltd. is a development stage biotech company, which engages in the development of nasal hydrogels. It provides barriers from the interaction of biological assaults, including a new strain of coronavirus, influenza, allergens and other airborne pathogens with the nasal epithelial tissue. The company was founded by Tomer Izraeli in January 2005 and is headquartered in Raanana, Israel.

Polyrizon Ltd.

Polyrizon Ltd. Ordinary Shares

Polyrizon Ltd. is garnering significant attention following its FDA pre-submission for a nasal spray allergy blocker and advancements in its viral blocker and naloxone hydrogel programs. The community is buzzing about the stock's extremely low float and high short interest, leading to strong speculation about a potential short squeeze. Investors are discussing its innovative product platform targeting multi-billion dollar markets for allergy and viral protection.

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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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$MAIA The 2028 Patent Cliff: A Looming Oncology Reset for Big Pharma 
 
Why did Big Pharma bring a ladder to the 2028 patent cliff? 
Because they heard THIO was a step up from survival to competitive edge. 
 
Seriously … The oncology market is heading toward a major reset in 2028. As primary patents for the world’s most successful cancer drugs expire, Big Pharma is racing to build new “efficacy moats”, therapies that enhance existing blockbusters and protect them from low-cost generics. 
 
$MAIA Biotechnology’s THIO, a first-in-class telomere-targeting agent, is emerging as a potential “universal primer” these companies need to defend market share. 
The 4 Big Pharma Companies Facing 2028 Revenue Gaps 
 
1. Merck ($MRK) – Keytruda 
Patent expiration: 2028 
Issue: Keytruda represents roughly 40% of Merck’s revenue. Even with new antibody-drug conjugates, Merck must address patient resistance to its core immunotherapy to sustain long-term dominance. 
 
2. Bristol Myers Squibb ($BMY) – Opdivo 
Patent expiration: 2028 
Issue: BMY faces a double patent cliff with Opdivo and Eliquis. The company is aggressively pursuing next-generation oncology assets to justify premium combination therapies versus incoming generics. 
 
3. Roche ($RHHBY) – Tecentriq 
Patent expiration: Around 2028 
Issue: After setbacks in its TIGIT pipeline, Roche needs a strong combination partner to keep Tecentriq competitive as biosimilars enter the market. 
 
4. Pfizer ($PFE) – Ibrance / Xtandi 
Patent expiration: 2027–2028 
Issue: Pfizer’s $43B Seagen acquisition strengthened its ADC portfolio, but it still lacks a broadly applicable immune-priming therapy. THIO’s ability to target telomerase — present in about 85% of cancers — offers the wide reach Pfizer needs. 
Why THIO Is Potentially the  Strategic Missing Piece 
 
Overcoming resistance 
The biggest threat to these drugs isn’t just patent expiration,  it’s resistance. Many patients eventually stop responding to PD-1 therapies like Keytruda and Opdivo. THIO is designed to re-sensitize “cold” tumors, effectively restarting the clock on these blockbuster drugs. 
 
The combination moat 
Pairing a new patented therapy like THIO with aging blockbuster drugs creates a new standard of care. Physicians won’t default to generics if a THIO-based combination delivers dramatically improved survival, as suggested by MAIA’s early clinical data. 
 
Targeting 85% of cancers 
Unlike ADCs or mutation-specific approaches, THIO targets telomerase — a near-universal cancer mechanism. This makes it a highly scalable, bolt-on asset for any major oncology portfolio. 
 
Bottom Line 
Merck, BMS, Roche, and Pfizer are all chasing the same objective: maintaining oncology dominance after 2028. 
 
Currently, Regeneron, Roche, and BeiGene are supplying drugs for MAIA’s trials, giving them early visibility into the data. If THIO’s Phase 3 trials continue to demonstrate meaningful survival improvements in late-stage patients, a competitive bidding scenario for MAIA’s technology becomes increasingly plausible. 
 
IMO - DYOR

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MAIA Biotechnology Inc

Merck & Co Inc

Bristol-Myers Squibb Co.

Roche Holdings AG ADR

Pfizer Inc

 The 2028 Patent Cliff: A Looming Oncology Reset for Big Pharma 
 
Why did Big Pharma bring a ladder to the 2028 patent cliff? 
Because they heard THIO was a step up from survival to competitive edge. 
 
Seriously … The oncology market is heading toward a major reset in 2028. As primary patents for the world’s most successful cancer drugs expire, Big Pharma is racing to build new “efficacy moats”, therapies that enhance existing blockbusters and protect them from low-cost generics. 
 


 Biotechnology’s THIO, a first-in-class telomere-targeting agent, is emerging as a potential “universal primer” these companies need to defend market share. 
The 4 Big Pharma Companies Facing 2028 Revenue Gaps 
 
1. Merck (

) – Keytruda 
Patent expiration: 2028 
Issue: Keytruda represents roughly 40% of Merck’s revenue. Even with new antibody-drug conjugates, Merck must address patient resistance to its core immunotherapy to sustain long-term dominance. 
 
2. Bristol Myers Squibb (

) – Opdivo 
Patent expiration: 2028 
Issue: BMY faces a double patent cliff with Opdivo and Eliquis. The company is aggressively pursuing next-generation oncology assets to justify premium combination therapies versus incoming generics. 
 
3. Roche (

) – Tecentriq 
Patent expiration: Around 2028 
Issue: After setbacks in its TIGIT pipeline, Roche needs a strong combination partner to keep Tecentriq competitive as biosimilars enter the market. 
 
4. Pfizer (

) – Ibrance / Xtandi 
Patent expiration: 2027–2028 
Issue: Pfizer’s $43B Seagen acquisition strengthened its ADC portfolio, but it still lacks a broadly applicable immune-priming therapy. THIO’s ability to target telomerase — present in about 85% of cancers — offers the wide reach Pfizer needs. 
Why THIO Is Potentially the  Strategic Missing Piece 
 
Overcoming resistance 
The biggest threat to these drugs isn’t just patent expiration,  it’s resistance. Many patients eventually stop responding to PD-1 therapies like Keytruda and Opdivo. THIO is designed to re-sensitize “cold” tumors, effectively restarting the clock on these blockbuster drugs. 
 
The combination moat 
Pairing a new patented therapy like THIO with aging blockbuster drugs creates a new standard of care. Physicians won’t default to generics if a THIO-based combination delivers dramatically improved survival, as suggested by MAIA’s early clinical data. 
 
Targeting 85% of cancers 
Unlike ADCs or mutation-specific approaches, THIO targets telomerase — a near-universal cancer mechanism. This makes it a highly scalable, bolt-on asset for any major oncology portfolio. 
 
Bottom Line 
Merck, BMS, Roche, and Pfizer are all chasing the same objective: maintaining oncology dominance after 2028. 
 
Currently, Regeneron, Roche, and BeiGene are supplying drugs for MAIA’s trials, giving them early visibility into the data. If THIO’s Phase 3 trials continue to demonstrate meaningful survival improvements in late-stage patients, a competitive bidding scenario for MAIA’s technology becomes increasingly plausible. 
 
IMO - DYOR