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Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune (ALT) is experiencing significant trading volume and community buzz, driven by strong speculation of a potential buyout or strategic partnership in the active MASH and obesity drug sector. Investors are actively discussing the company's Breakthrough Therapy Designation for its Pemvidutide asset, emphasizing its "best-in-class" profile and unique GLP1/glucagon mechanism that aims to preserve lean muscle. The community widely believes the stock is currently undervalued and anticipates further upside momentum and a potential short squeeze.

Maase, Inc. engages in the provision of intelligent technology-driven family and enterprise services. It operates through the following business segments: Insurance Agency and Wealth Management. The Insurance Agency segment involves in providing agency services for distributing life and non-life insurance products on behalf of insurance companies. The Wealth Management segment offers financial advisory, investment planning, and asset management services for individuals, families, and corporate clients, utilizing data-driven insights and digital platforms to optimize financial outcomes. The company was founded by Hai Feng Yu on August 6, 2018, and is headquartered in Guangzhou, China.

Maase Inc. - Ordinary Shares - Class A

Highest Performances Holdings Inc. - ADR

MAAS is trending due to its recent acquisitions, notably Huazhi Future and Carve Group, which signal a profound transformation into an AI-first infrastructure and healthcare biotech company. The community is actively discussing how these moves establish a proprietary "AI brain" for its physical assets and scarce natural resources, potentially leading to a significant valuation re-rating. This strategic pivot positions MAAS at the intersection of the accelerating AI and health megatrends, despite ongoing discussions around execution risk and share dilution.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is highly active following its recent earnings, which showed a beat on top and bottom lines but a conservative near-term guidance due due to persistent supply constraints and manufacturing hurdles. This has triggered a sharp sell-off, with the community sharply divided between those who believe it's an overreaction and a strategic long-term buying opportunity given its foundry aspirations and government support, versus those who view it as a "meme stock" struggling with execution against its chip sector rivals.

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

Microsoft is actively discussed due to its significant AI capital expenditure in Azure and partnerships, prompting community debate over its future monetization strategies. While many are positioning for a strong rally ahead of upcoming earnings, others express caution following recent price weakness and service outages. This divergence fuels conversation on whether the current valuation presents a compelling buying opportunity or reflects underlying challenges.

Movano, Inc. is a health-focused technology company. The firm uses non-invasive technology to enable individuals and their healthcare partners to measure and manage their health conditions. It offers solutions through the app, the cloud, the wearable, and the sensor. The company was founded by Michael Aaron Leabman in January 2018 and is headquartered in Pleasanton, CA.

Movano Inc

Movano Inc. is heavily discussed following news that its merger partner, Corvex, secured a long-term NVIDIA H200 GPU deployment to scale AI infrastructure. This development, coupled with MOVE's extremely low float, is sparking intense community debate, with many anticipating a substantial short squeeze while others caution that the NVIDIA association may be overhyped and warn of potential dilution.

Brand Engagement Network, Inc. engages in the provision of conversational artificial intelligence assistants with the purpose of transforming engagement and analytics for businesses through security-focused, multimodal communication and human-like artificial intelligence assistants. The firm is also involved in delivering highly personalized, multi-modal artificial intelligence engagement with a focus on industries where there is a massive workforce gap and an opportunity to transform how consumers engage with networks, providers, and brands. The company is founded on March 14, 2024 and is headquartered in Jackson, WY.

Brand Engagement Network Inc

Brand Engagement Network (BNAI) is experiencing significant momentum driven by news of a strategic AI licensing partnership in Africa, including a pilot program with Nelson Mandela University. The community is actively discussing the potential for a substantial short squeeze, fueled by the stock's low float and high short interest, with many anticipating considerable price appreciation. Despite strong bullish sentiment, some caution about potential volatility and profit-taking after its rapid ascent.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is garnering significant attention as news about the finalized TikTok US deal circulates, positioning the company as a key player in the social media app's future operations. While many in the community anticipate a strong upward move, viewing it as a substantial catalyst for Oracle's cloud infrastructure, others remain skeptical, citing concerns over the company's debt and the deal's true impact amidst recent share price volatility.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing significant attention for its strategic shift from Bitcoin mining to becoming a key AI infrastructure provider, fueled by its major multi-year Microsoft AI cloud contract. The community is engaged in lively discussions, from navigating the stock's intense volatility and perceived manipulation to expressing strong bullish convictions about its long-term growth and upcoming earnings. Many view it as a compelling AI play building out essential data center capacity for hyperscalers.

Lithium Americas Corp. engages in the development of the Thacker Pass project. It is focused on advancing Thacker Pass to production it is located in northern Nevada. The company was founded on January 23, 2023 and is headquartered in Vancouver, Canada.

Lithium Americas Corp (NewCo)

Lithium Americas Corp

Lithium Americas Corp. is trending due to recent news of a government equity stake and its inclusion in the S&P/TSX Composite Index, alongside a raised price target from Scotiabank. The community is buzzing with bullish sentiment, highlighting strong momentum and potential for a short squeeze, particularly as its Thacker Pass project progresses. This interest is amplified by a broader lithium sector rebound, driven by growing demand for batteries in EVs, energy storage, and AI applications.

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 Technology is surging amidst an escalating AI-driven memory supercycle, with industry reports confirming a worsening high-bandwidth memory shortage fueling unprecedented demand. The community is overwhelmingly bullish, actively discussing Micron as undervalued and the "next Nvidia," aggressively buying dips as analysts consistently raise price targets and affirm a fundamental shift in its earnings potential.

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$BABA DEEP VALUE REPORT UPDATED — ASIX 
 
I just finished my updated Deep Value Report on AdvanSix. This is a real U.S. chemicals asset base trading like it’s a dead asset.  
 
I didn’t write this to recap the quarter.  
 
I wrote it to price the business per share: what the plants are worth, what the balance sheet can handle, and what has to go right for the cycle to turn. 
                             
Bear / Base / Bull is in there. So is the line in the sand: what breaks it.                      
 
HERE:https://cundilldeepvalue.substack.com/p/deep-value-report-updated-advansix 
                                                                            
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