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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

A strong quarterly earnings beat and raised outlook have been overshadowed by SMCIs selloff, with traders debating margin pressure, reliance on one major customerspeculated to be SpaceXand election-related concerns about data-center expansion. Some see the reaction as an unjustified disconnect from the results, while others question the durability and cash conversion of the growth.

OFFICIAL TRUMP (TRUMP) is a cryptocurrency and operates on the Solana platform. OFFICIAL TRUMP has a current supply of 999,998,805.658532 with 281,866,741.946164 in circulation. The last known price of OFFICIAL TRUMP is 1.54105071 USD and is down -2.93 over the last 24 hours. It is currently trading on 744 active market(s) with $182,064,187.08 traded over the last 24 hours. More information can be found at https://gettrumpmemes.com/.

Trump For President

TRUMP is drawing attention for its steep selloff and repeated references to new lows. Many traders criticize the meme coin as lacking utility and speculate about a rug pull or holders exiting, while a smaller bullish contingent is urging dip-buying and expecting a rebound; political backlash also features in the bearish discussion.

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

BlackBerry is being discussed amid volatile trading tied to a broader technology-sector selloff and uncertainty around the U.S. midterm elections, with traders debating whether the shares are being dragged down with tech or attracting buyers and short covering. Bullish posts point to QNXs automotive and physical-AI opportunities, while skeptics focus on slow growth, management credibility and CEO share sales.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra shares are under pressure after the election outcome raised concerns about tighter Texas data-center development rules and uncertainty for power demand, compounded by a KeyBanc downgrade. Traders are split between viewing the selloff as an overreaction because AI data centers still need electricity and worrying that policy changes could delay growth.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

A sharp selloff ahead of Coherents earnings has traders debating whether concerns about AI infrastructure spending and optical-supplier demand are justified. Bulls point to continued data-center demand for optical connectivity, while bears worry about funding, returns on AI capex, and further pressure on the stock.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCrysts third-quarter results beat expectations and lifted its total revenue outlook, but the ORLADEYO outlook was unchanged, prompting debate over whether the headline improvement reflects durable core growth or licensing income and a pharmacy inventory build. Many traders welcomed the results and improving profitability, while others were frustrated by the stocks weak response and remain wary of product concentration, competition, debt, and managements capital-allocation plans.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

A sharp rebound after Apples earnings-related pullback has driven discussion of fresh highs, with traders speculating that election-related flows and rotation into a perceived safe haven with less AI spending are supporting the move. Others call it a short squeeze or an overextended rally, pointing to Apples valuation and rising memory costs that could pressure margins.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

STRL is drawing attention after a sharp selloff tied to fears that election-related policy shifts or local restrictions could slow data-center construction, a key growth driver. Traders are divided between seeing the drop as an overreaction given strong results and signed backlog, and worrying that future projects could face new hurdles.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. 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

AMDs strong quarterly results and upbeat data-center outlook failed to sustain the post-earnings rally. Traders debate whether valuation and profit-taking or election-related concerns about possible data-center restrictions are weighing on AI and semiconductor stocks, while bulls argue the growth outlook remains intact.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

A Democratic sweep of Congress has fueled a broad solar-sector rally, with traders speculating it could support clean-energy incentives and renewables. The community is divided on whether the move can hold, citing uncertainty over what policy changes can pass and selling after the initial pop.

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$BCTX $LPCN $HIMS $VKTX $ABCL 
One of these to be bought out by BiG $$$$$$

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BriaCell Therapeutics Corp

Lipocine Inc

Hims & Hers Health Inc

Viking Therapeutics Inc

AbCellera Biologics Inc

 
One of these to be bought out by BiG $$$$$$

CoffeeRocks

@CoffeeRocks Supernus bought Sage in the summer of 2025. Sage was basically their PPD drug Zurzuvae (co-owned with Biogen)  and a pile of cash on hand at the time. 

Lipocine&#39;s corporate presentation has numerous slides comparing their ppd drug to the Zurzuvae. 

A lot has to go right, the trial readout in 2h 2027 would need to confirm the outlier excluded data is an accurate representation of their drug, but I&#39;m curious to see what the discussion around Lipocine will be in early 2028 if things work out. 

Probably going to be boring during the early parts of the trial, but I think things will pick up after they get past the midpoint.

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 Supernus bought Sage in the summer of 2025. Sage was basically their PPD drug Zurzuvae (co-owned with Biogen)  and a pile of cash on hand at the time. 

Lipocine's corporate presentation has numerous slides comparing their ppd drug to the Zurzuvae. 

A lot has to go right, the trial readout in 2h 2027 would need to confirm the outlier excluded data is an accurate representation of their drug, but I'm curious to see what the discussion around Lipocine will be in early 2028 if things work out. 

Probably going to be boring during the early parts of the trial, but I think things will pick up after they get past the midpoint.

Duffy

@CoffeeRocks what happens with the stock we have if a buyout occurs?  Short term bump?  Cash to fund current projects, hopefully long term stability?

 what happens with the stock we have if a buyout occurs?  Short term bump?  Cash to fund current projects, hopefully long term stability?

Sm0065

@Sm0065 

35$ is way under current ATM
27$s are a bargain again
24$ yr low 45$ premarket before CEO boon doogle
Mid point 37.5$s easily 10$ from here

 

35$ is way under current ATM
27$s are a bargain again
24$ yr low 45$ premarket before CEO boon doogle
Mid point 37.5$s easily 10$ from here