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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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Goldman Sachs Buy upgrade, citing growth potential from sovereign AI and customized software applications, has helped drive Palantir shares to fresh highs. Bulls are celebrating the momentum and speculating about a short squeeze, while bears warn that the valuation is stretched and the rally could reverse.

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

Modernas Nasdaq-100 inclusion and expected index-fund buying, alongside a reported NIH push to accelerate cancer vaccines, are driving attention; traders also point to the companys Merck-partnered personalized melanoma vaccine. Bulls welcome the momentum and oncology prospects, while skeptics argue the rally may be driven by index flows and short covering and question whether the valuation can hold.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property 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

SpaceXs planned acquisition of Grain Managements 800 MHz spectrum has fueled concern that Starlink will become a stronger competitor in satellite-to-phone connectivity, weighing on ASTS shares. Traders are split: bears see a threat to ASTSs position, while bulls argue SpaceXs push into wireless could strengthen ASTSs role as a satellite partner to carriers, whose spectrum access the CEO has highlighted.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is drawing attention around the Sanofi Phase 3 COVID-flu combination trial, whose EU authorization and potential milestone payment have bolstered interest in the partnership and Matrix-M platform. Traders also debate whether a Russian suspected-plague scare and broader vaccine-sector momentum amplified the rally, while many frame the move as a possible short squeeze and caution that the outbreak link is unverified.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops strong advance toward a 52-week high and breakout momentum are driving attention, with traders anticipating a possible short or options-driven squeeze. Excitement over potential gamma effects and rumored Ryan Cohen or Roaring Kitty developments is countered by skepticism that the rally lacks a confirmed catalyst and could fade or face dilution.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

SpaceXs agreement to acquire Grain Managements 800 MHz spectrum portfolio has stoked concern that Starlink Mobile could become a competitor to established wireless carriers, contributing to T-Mobiles sharp selloff. Traders are split between viewing the deal as a long-term threat and calling the reaction excessive given the infrastructure, capacity and time needed to build a competitive network.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

A sharp Hims & Hers rally has revived breakout and short-covering chatter after months of choppy trading, though traders remain divided on whether the move can hold or will fade at resistance. Speculation about potential peptide access or regulatory changes is also cited as a possible catalyst, but no approval is confirmed.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflakes stronger-than-expected quarterly results and raised outlook, with AI demand cited as boosting data-platform consumption, drove a sharp rally and continued focus on the stock. Traders are divided between expecting further gains and warning that the valuation is stretched, with some pointing to profit-taking after the earnings surge.

The Mosaic Co. engages in the production and marketing of concentrated phosphate and potash crop nutrients. It operates through the following segments: Phosphates, Potash, and Mosaic Fertilizantes. The Phosphates segment is involved in the ownership and operation of mines and production facilities which produce concentrated phosphate crop nutrients and phosphate-based animal feed ingredients, and processing plants which produce concentrated phosphate crop nutrients. The Potash segment includes mining, processing, and selling potash. The Mosaic Fertilizantes segment focuses on mines, chemical plants, crop nutrient blending and bagging facilities, port terminals, and warehouses. The company was founded on March 25, 2004 and is headquartered in Tampa, FL.

Mosaic Company

Mosaic is drawing attention after a steep selloff to multi-year lows, with traders pointing to weak results, high sulfur and other input costs, and phosphate production curtailments as pressure on margins. Some see fertilizer supply disruptions as a potential longer-term tailwind, but others question whether higher fertilizer prices can offset costs and weigh on farmer demand.

Structure Therapeutics, Inc. is a clinical stage global biopharmaceutical company, which engages in developing novel oral therapeutics to treat a wide range of chronic diseases with unmet medical needs. Its pipeline includes Aleniglipron GSBR-1290, ACCG-2671, GIPR, GCGR, ANPA-0073, and LTSE-2578. The company was founded by Raymond C. Stevens in 2016 and is headquartered in South San Francisco, CA.

Structure Therapeutics Inc - ADR

GPCR is drawing attention amid a steep selloff that traders say has hit obesity-biotech peers as well; discussion centers on speculation about institutional selling and concerns that alenigliprons efficacy, tolerability, and long Phase 3 timeline may struggle against competing obesity drugs. Some investors see the companys cash balance and pipeline as undervalued, while others remain cautious about the clinical and commercial outlook.

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$SMCI This is NOT an offering. It just sets the stage for one.  
 
Not a surprise folks. I&#39;ve been writing i expected this was coming. They really had to.  Global growth. Last quarters finances were stressed.  
 
If its reasonable when they do it...i support it. We&#39;re not going to grow without it.  
 
https://www.sec.gov/Archives/edgar/data/1375365/000119312526263811/d31988ds3asr.htm

Mike Singer

Investing

ultravires

Justin Coury

Lucas Lyons

Registration No. 333-    UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-3 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SUPER MICRO COMPUTER, INC. (Exact Name of Registrant as Specified in Its Charter) 980 Rock Avenue San Jose, California 95131 (408) 503-8000 (Address, Including Zip Code, and Telephone Number, Including Area Code, of Registrant's Principal Executive Offices) Charles Liang President, Chief Executive Officer and Chairman of the Board Super Micro Computer, Inc.

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Super Micro Computer Inc

 This is NOT an offering. It just sets the stage for one.  
 
Not a surprise folks. I've been writing i expected this was coming. They really had to.  Global growth. Last quarters finances were stressed.  
 
If its reasonable when they do it...i support it. We're not going to grow without it.  
 


Congo

@Congostockchat market wont see as positive

Omino bIanco

@Streepje i tend to disagree.  big funds want a company very liquid.  
we&#39;ll call it neutral.  GL :)

 i tend to disagree.  big funds want a company very liquid.  
we'll call it neutral.  GL :)

@Congostockchat I hope so! I just went back in heavy today... would be so unlucky timing

 I hope so! I just went back in heavy today... would be so unlucky timing

@Streepje the reaction so far seems pretty muted. like i say i think everyone really expected it. 3 or 4 times i&#39;ve written about it in the recent past . anyways.. GL!

 the reaction so far seems pretty muted. like i say i think everyone really expected it. 3 or 4 times i've written about it in the recent past . anyways.. GL!

@Congostockchat So if market cap is 26b. And they want to raise lets say 5b. They will dillute massively (20%)? That&#39;s what this means?

 So if market cap is 26b. And they want to raise lets say 5b. They will dillute massively (20%)? That's what this means?

@Streepje well market value is 24.4B now.  i think they might go for 15 to 20%. so maybe 4-5B. but depends when they do it. they might be expecting a big quarter and to sell into that strength too. my guess though is that 4-5B. we&#39;ll see

 well market value is 24.4B now.  i think they might go for 15 to 20%. so maybe 4-5B. but depends when they do it. they might be expecting a big quarter and to sell into that strength too. my guess though is that 4-5B. we'll see