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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Fears that Democratic election gains could bring tighter AI and data-center rules or delay buildouts are weighing on Nvidia and semiconductor stocks. Traders are divided over whether the policy risk is serious or overblown, with some selling amid concern about AI spending and others treating the decline as a buying opportunity.

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

Super Micros strong quarterly results and higher outlook were met with a sharp selloff, prompting traders to debate whether margin pressure, customer concentration and cash-flow concerns outweigh the growth story. Some also blame election-related fears about AI data-center expansion, while bullish traders argue the market reaction ignores the companys results.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. 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

Concerns that Democratic election gains could slow or tighten oversight of U.S. AI data-center expansion have driven a sharp selloff in Micron and other chip stocks. Traders are divided between calling the move an overreaction given memory demand and Microns fundamentals, and fearing slower AI investment or a broader semiconductor repricing.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in a selloff across AI infrastructure and neocloud stocks as traders worry that Democratic election gains could bring tighter data-center rules and slow the buildout. Bears also cite financing, execution, and valuation risks, while bulls argue Nebiuss global footprint and limited exposure to Texas make the reaction excessive and could leave its capacity more valuable.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

A sharp semiconductor selloff, even as broader markets rose, has traders debating whether election-related concerns about data-center restrictions will slow AI infrastructure spending; some see the pullback as an overreaction and buying opportunity, while others warn of a deeper AI-capex repricing.

OFFICIAL TRUMP (TRUMP) is a cryptocurrency and operates on the Solana platform. OFFICIAL TRUMP has a current supply of 999,998,803.281286 with 281,866,738.952788 in circulation. The last known price of OFFICIAL TRUMP is 1.25123586 USD and is down -18.81 over the last 24 hours. It is currently trading on 744 active market(s) with $499,293,542.16 traded over the last 24 hours. More information can be found at https://gettrumpmemes.com/.

Trump For President

TRUMP is drawing attention amid a sharp selloff and reports of fresh lows, with traders largely criticizing the Trump-branded meme coin as having little intrinsic utility and accusing insiders of benefiting while holders lose money. Some community members defend it as a high-risk, tradable meme asset or are buying the dip, while talk that political scrutiny could add pressure remains speculation.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is being swept up in a sharp selloff across memory and AI-related stocks as traders worry that Democratic election gains could bring tighter oversight and slow U.S. data-center construction. The community is divided between expecting further declines and arguing that strong memory demand and company fundamentals make the pullback an overreaction.

Root, Inc. is a technology insurance company, which engages in the provision of insurance services. It offers mobile telematics and technology platforms to segment individual risk based on complex behavioral data and customer experience to make pricing decisions and grow businesses. It provides insurance products and services in the United States. The company was founded by Alexander E. Timm and Daniel Manges in February 2015 and is headquartered in Columbus, OH.

Root Inc - Ordinary Shares - Class A

Root Inc

Roots Q3 earnings report and share repurchases are driving discussion, with traders highlighting continued profitability while debating a revenue miss and weak policy growth. Bullish posters see the results and buybacks as support for the shares, while skeptics question whether growth can recover.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts sharp rally and move to record highs reflect a market bet that the Democratic sweep could slow data-center expansion and ease hyperscalers AI capital-spending burden, supporting cash flow. Traders are split: some see capex relief as positive for Microsoft, while others argue AI demand and spending remain strong and question whether political constraints will materially change the buildout.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors pending FDA decision on deramiocel for Duchenne muscular dystrophy is the main focus, with traders highlighting a letter from 28 trial investigators urging approval and disputing concerns about the trial data. Many are optimistic, while others stress that approval is uncertain; short-squeeze speculation is also prominent.

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$SLS Galinpepimut-S (GPS) isn&#39;t just an &quot;AML treatment&quot;; it is a multi-valent, non-HLA-restricted, tolerance-breaking WT1 platform. SLS009 isn&#39;t just a relapsed/refractory leukemia asset; it is a biomarker-driven universal CDK9 resistance switch. 

Proving efficacy in the Phase 3 REGAL trial and the SLS009 frontline Phase 2 trial (NCT04588922) validates the underlying modular architecture of the entire CDK9/WT1 platform.

Stop calculating a tiny forward price-to-sales matrix based exclusively on a single blood cancer. The platform valuation is the true forest. AML revenue is just the initial tree.

Sterg has clearly seen both data sets. He just explicitly locked it into the record: “We work diligently to redefine the standard of care in AML.” Go figure! That is absolute success hiding in plain sight. 

AML and beyond.

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Sterg

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$SLS $RVMD $MRNA Attorneys involved in the BO calculate each WT1 Cancer indications GPS Platform works on and each indication they have already done different phases of trials EX: Leukemia (AML) After 2m Complete Remission (CR2)
Malignant Pleural Mesothelioma
(MPM) in Combination w/ Nivolumab
2 or 3&#39;° Line Ovarian in Combination w/ Pembrolizumab
Malignant Pleural Mesothelioma (MPM) Monotherapy
Ovarian in Combination w/ Nivolumab etc.
Plus 20+ other WT1 indications.

SLS009: SLS009
High Risk Newly Diagnosed AML
Kelapsed and/or ketractory Amu in combination w/ Venetoclax/Azacitidine
Relapsed and/or Refractory Peripheral T Cell Lyphoma (PTCL)
National Institute of Health PIVOT Program (Pediatric Tumors)
Completed
Completed
Completed
Relapsed and/or Refractory Hematologic Malignancies etc. plus all other indications.
Preeti Patel already did all the work on this for the Attorneys involved in Sellas deal.
$240.00+ on Breakthrough readout soon.
✌️🙏❤️‍🩹

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$SLS If you want to put an institutional valuation on SELLAS, stop looking at micro-cap clinical listings and add together the market capitalizations of Moderna (MRNA) and Revolution Medicines (RVMD).

MRNA&#39;s multi-billion-dollar baseline was driven by a modular, off-the-shelf architecture that could be reprogrammed to target any sequence. By engineering GPS as a multi-valent peptide engine driving a 240+ target immune cascade, SELLAS built an identical off-the-shelf platform to target WT1-expressing malignancies globally. 

Concurrently, RVMD commands a premium by mastering RAS-ON inhibition to override oncogenic resistance. SLS009 mirrors that architecture, functioning as a biomarker-driven, highly selective CDK9 universal resistance switch that shatters the MCL-1 biological shields plaguing Big Pharma&#39;s frontline franchises.

Duncan Teo

SELLAS Life Sciences Group Inc

 Galinpepimut-S (GPS) isn't just an "AML treatment"; it is a multi-valent, non-HLA-restricted, tolerance-breaking WT1 platform. SLS009 isn't just a relapsed/refractory leukemia asset; it is a biomarker-driven universal CDK9 resistance switch. 

Proving efficacy in the Phase 3 REGAL trial and the SLS009 frontline Phase 2 trial (NCT04588922) validates the underlying modular architecture of the entire CDK9/WT1 platform.

Stop calculating a tiny forward price-to-sales matrix based exclusively on a single blood cancer. The platform valuation is the true forest. AML revenue is just the initial tree.

Sterg has clearly seen both data sets. He just explicitly locked it into the record: “We work diligently to redefine the standard of care in AML.” Go figure! That is absolute success hiding in plain sight. 

AML and beyond.

@Duncan74 Great descriptions.  I&#39;m probably going to copy them.  Thanks!

StockTwits For Android 

 Great descriptions.  I'm probably going to copy them.  Thanks!