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Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical is generating significant community excitement as investors anticipate critical clinical trial updates and a high-profile oral presentation at the upcoming Digestive Disease Week (DDW) conference. Supporters are highlighting the company's strong institutional backing and technical progress as key drivers, viewing the current market positioning as a strategic accumulation opportunity ahead of potential upcoming data catalysts.

Compass Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of proprietary antibody therapeutics. Its platform includes common light chain-focused antibody discovery, human display for antibody tuning, stitchmabs, and highly modular and manufacturable bispecific candidates. The company was founded by Thomas J. Schuetz in 2014 and is headquartered in Boston, MA.

Compass Therapeutics Inc

Compass Therapeutics is trending following a trading halt prompted by the news that its drug tovecimig did not meet the overall survival secondary endpoint in a Phase 2/3 study. The community is actively debating the implications for the company's regulatory path and future BLA filing, with significant skepticism regarding the trial design and statistical outcomes.

Intellia Therapeutics, Inc. is a clinical stage genome editing company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course, and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna, and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

Intellia Therapeutics is trending as investors react to highly positive Phase 3 trial results for its hereditary angioedema therapy, marking a major milestone for in vivo CRISPR gene editing. While many in the community anticipate a potential short squeeze due to high short interest and the significant clinical success, others are warning of a 'sell-the-news' reaction following the stock's recent run-up.

Sagimet Biosciences, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of novel therapeutics for the treatment of infectious diseases. Its lead drug candidate, denifanstat, is an oral, once-daily pill and selective fatty acid synthase (FASN) inhibitor in development for the treatment of nonalcoholic steatohepatitis (NASH). The company was founded by Urs F. Greber, Ari Helenius, and Lucas Pelkmans on December 19, 2006 and is headquartered in San Mateo, CA.

Sagimet Biosciences Inc - Ordinary Shares - Series A

Sagimet Biosciences Inc

Sagimet Biosciences is trending after a series of positive analyst initiations, including a new Buy rating with a 29 target, alongside excitement for its denifanstat program in both MASH and acne. Investors are actively discussing the stock's potential as a buyout candidate, comparing it to recent industry acquisitions, and are closely monitoring institutional accumulation patterns.

Oruka Therapeutics, Inc. is a biotechnology company, which focuses on developing novel monoclonal antibody therapeutics for PsO and other I&I indications. Its pipeline includes ORKA-001 and ORKA-002. The company is headquartered in Menlo Park, CA.

Oruka Therapeutics Inc.

Oruka Therapeutics is trending following positive interim Phase 2a results for ORKA-001 in psoriasis, which hit its primary endpoint and showed potential for annual dosing. The community is actively debating the company's long-term valuation compared to sector peers and monitoring potential dilution as the firm moves toward larger late-stage trials.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is trending as investors react to a significant revenue outlook miss for the upcoming quarter and broader memory supply constraints that are pressuring smartphone handset sales. Community sentiment is deeply divided, with many debating the impact of these headwinds versus the potential for long-term growth through AI-powered smartphone chips, upcoming automotive design wins, and aggressive stock buyback programs.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is facing intense volatility following a mixed earnings report and the filing of a $500 million shelf registration, which has triggered community debate regarding potential future dilution. While some investors remain optimistic about the company's long-term integration into the aerospace and defense supply chains, others are closely watching the balance sheet and the transition to new financial leadership.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the Consumer and Business segments. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

Verizon is trending as investors rotate into defensive, high-yield dividend stocks amid broader market volatility, further fueled by operational momentum from the company's recent earnings beat and aggressive share buyback program. The community is actively discussing its potential for sustained growth as it captures market share through competitive pricing, with many monitoring the $50 resistance level as a key psychological milestone.

Domino's Pizza, Inc. engages in the management of a network of company-owned and franchise-owned pizza stores. It operates through the following segments: U.S. Stores, International Franchise, and Supply Chain. The U.S. Stores segment consists primarily of franchise operations. The International Franchise segment comprises a network of franchised stores. The Supply Chain segment manages regional dough manufacturing and food supply chain centers. The company was founded by James Monaghan and Thomas Stephen Monaghan in 1960 and is headquartered in Ann Arbor, MI.

Dominos Pizza Inc

Domino's Pizza is drawing significant investor focus as the stock navigates a challenging consumer environment, with community discourse centered on whether its recent earnings and profitability metrics signal a buying opportunity or further volatility. While some investors remain bullish on the company's long-term franchise stability and dividend growth, many are actively debating the impact of inflationary pressures and evolving delivery competition on its competitive moat.

Peloton Interactive, Inc. provides an at-home fitness platform for live and on-demand indoor cycling classes. The firm pioneered connected, technology-enabled fitness, and the streaming of immersive, instructor-led boutique classes for its members. It operates through the Connected Fitness Products and Subscription segments. The Connected Fitness Products segment includes the sales of bikes, tread & related accessories. The Subscription segment refers to the monthly subscription and credits from live studio classes. The company was founded by John Foley, Graham Stanton, Thomas Cortese, Yony Feng, and Hisao Kushi in 2012 and is headquartered in New York, NY.

Peloton Interactive Inc - Ordinary Shares - Class A

Peloton Interactive Inc

Peloton Interactive is trending due to speculative investor interest in a potential turnaround and short squeeze, fueled by bullish calls from influencers highlighting the company's improved cash flow and debt restructuring. The community remains deeply divided, with some betting on a buyout or GameStop-style surge while skeptics warn of ongoing subscriber decline, tariff exposure, and the threat of bankruptcy.

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$CRM   Free cash flow is my absolute favorite method to value a company because its all encompassing.  

Free cash flow is what is left after paying all obligations including operating expenses, employees, debt, and taxes.   It gives you the amount of cash a business can actually reinvest in itself or reward shareholders via buybacks and dividends.

CRM made 14.3 bn in free cash flow in 2025 and guided to 16.4bn in 2026.  MC is only 145 bn, take out the 10% buyback and its only really 130bn.  MC is only 8.12X FCF, this is absurdly cheap for a money printer.

To compare..

$MSFT trades at 41.2X FCF

$NOW trades at 23.6X FCF

$SNOW trades at 53.9X FCF

$ADBE trades at 9.78 FCF

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   Free cash flow is my absolute favorite method to value a company because its all encompassing.  

Free cash flow is what is left after paying all obligations including operating expenses, employees, debt, and taxes.   It gives you the amount of cash a business can actually reinvest in itself or reward shareholders via buybacks and dividends.

CRM made 14.3 bn in free cash flow in 2025 and guided to 16.4bn in 2026.  MC is only 145 bn, take out the 10% buyback and its only really 130bn.  MC is only 8.12X FCF, this is absurdly cheap for a money printer.

To compare..



H. E. Pennypacker

This is just a sheer numbers game, but you need to look at growth and AI disruption risk to that story.   When you dig deep on those fronts... let&#39;s assign a score of 1 to 5.  1 being most ripe for disruption and slowing growth, 5 being almost zero chance of disruption and robust sticky growth.   You get the following.

CRM score 4
MSFT score 4
NOW score 3
SNOW score 3
ADBE score 2
INTU score 2

This is just a sheer numbers game, but you need to look at growth and AI disruption risk to that story.   When you dig deep on those fronts... let's assign a score of 1 to 5.  1 being most ripe for disruption and slowing growth, 5 being almost zero chance of disruption and robust sticky growth.   You get the following.

CRM score 4
MSFT score 4
NOW score 3
SNOW score 3
ADBE score 2
INTU score 2