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POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending sharply lower after announcing that Marvell canceled all purchase orders inherited from its acquisition of Celestial AI due to an alleged breach of confidentiality. Investors and community members are expressing significant frustration over management's handling of the disclosure, leading to widespread speculation about the company's future contracts and immediate valuation.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble Inc. is seeing intense community speculation as investors anticipate a major short squeeze, driven by record high short interest and limited share availability. Enthusiastic supporters are highlighting the potential impact of Rumble's pending acquisition of Northern Data and strategic financial backing from Tether as catalysts that could fundamentally shift the stock's valuation.

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 the topline Phase 3 HAELO clinical trial results for lonvo-z, which met its primary and key secondary endpoints in treating hereditary angioedema. While some in the community celebrate the achievement as a historic milestone for in vivo CRISPR therapy, others are expressing disappointment that the data did not outperform existing treatments as significantly as expected, fueling ongoing volatility and debate over the stock's future valuation.

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 attracting intense investor interest as the company prepares for an oral presentation of its pancreatic cancer data at the upcoming Digestive Disease Week conference. The community is buzzing with anticipation over a strong pipeline of clinical catalysts, with many retail traders actively accumulating shares in expectation of a significant breakout.

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 currently trending as investors weigh a reported partnership with OpenAI to develop AI-focused smartphone chips against broader concerns about near-term revenue headwinds. The community remains divided, with many debating if the stock's recent volatility is a prime buying opportunity for a long-term AI edge play or a signal to remain cautious amid broader semiconductor sector uncertainty.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is experiencing significant market movement driven by speculative interest in its shift toward custom AI chip design and high-performance server CPUs. Community discussions are split between euphoria over its long-term potential as an AI infrastructure backbone and intense debate regarding its valuation, with many traders actively debating the merits of aggressive shorting versus holding for a potential parabolic breakout.

Greenland Energy Co. is a blank check company. It was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was founded on July 23, 2024 and is headquartered in New York, NY.

Greenland Energy Co.

Greenland Energy is trending as investors weigh its aggressive 2026 arctic drilling ambitions against the volatility common in low-float energy plays. Community discourse is heavily polarized, with proponents citing the strategic value of oil reserves outside the Strait of Hormuz, while skeptics warn of potential dilution and the long timeline before production.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is trending as it accelerates its U.S. flight testing schedule, most notably with FAA-authorized demonstrations in New York City, sparking intense community debate over its competitive lead against sector peers. Investors remain focused on the company's progress toward commercial certification and the expansion of its military and urban air mobility partnerships.

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 currently seeing significant investor attention driven by positive Phase 3 acne data and the potential for its FASN inhibitor denifanstat as a cornerstone MASH treatment. The community is actively debating the company's valuation, the strategic shift toward combination therapies, and the high probability of a future buyout given the surge in M&A activity within the metabolic disease sector.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

LPTH is currently facing significant volatility driven by heavy institutional selling and mixed sentiment surrounding major defense contract catalysts. While the community remains divided over the timing of contract news like NGSRI and potential technical corrections, many investors are using recent price dips to accumulate, citing the company's critical role in domestic optics and its growing integration into defense supply chains.

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$AMRSQ 

There&#39;s a reason that Ginkgo didn&#39;t mention Amyris in their investor presentation. When you&#39;re trying to attract investors to fund an investment that is selling at 24.1x of 2024 EV, you don&#39;t want them asking questions about that other company that&#39;s selling for 3.1x of 2024 EV and &quot;does sort of the same thing&quot; that Ginkgo does...

Source - https://www.ginkgobioworks.com/wp-content/uploads/2021/05/Ginkgo-Bioworks-Investor-Presentation-May-2021.pdf

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Amyris Inc

$AMRS 

There's a reason that Ginkgo didn't mention Amyris in their investor presentation. When you're trying to attract investors to fund an investment that is selling at 24.1x of 2024 EV, you don't want them asking questions about that other company that's selling for 3.1x of 2024 EV and "does sort of the same thing" that Ginkgo does...

Source - 

GreenAndGreen

@GreenAndGreen yeah it makes sense to only compare yourself to the most overvalued peers. I don&#39;t blame them for doing so.

That being said, we should be evaluated similarly to them - melo discount

CallingBenihana

Iado

Greg

StockTwits For Android 

 yeah it makes sense to only compare yourself to the most overvalued peers. I don't blame them for doing so.

That being said, we should be evaluated similarly to them - melo discount

Renalytix AI Plc - ADR

Ginkgo Bioworks Holdings Inc - Ordinary Shares - Class A

@GreenAndGreen   Nice work as always Green - we could get a nice bump just from relative value arb hedges alone  - if ginkgo is worth 15+ billion AMRS is worth a lot more than 3.5

Stock I

   Nice work as always Green - we could get a nice bump just from relative value arb hedges alone  - if ginkgo is worth 15+ billion AMRS is worth a lot more than 3.5

Mind Medicine Inc - Ordinary Shares (Sub Voting)

Mark Dee

@markd_995 

I strongly encourage anyone reading this to dismiss my perspective and put your trust in the CEO of DMC, Matt Lipscomb. See attached for one of Matt&#39;s slides taken from a recent presentation which starts at 21:34 - https://charts.stocktwits.com/production/original_327430218.png

DMC is a growing synth bio peer and is unaffiliated with Amyris or Ginkgo so they have no incentive to misinform the community. 

More about DMC from their website: “At DMC, we produce bio-based chemicals using fermentation. Many chemicals are too expensive today for broad market adoption, such as certain amino acids for animal feed or natural cleaning agents for personal care. These products can be made more affordably and reliably using our technology.”

Ginkgo is a great company, no doubt. Does it deserve a 675% premium over Amyris based on 2024 revenues? I doubt it...

Sara Fitch

Stocktwits

 

I strongly encourage anyone reading this to dismiss my perspective and put your trust in the CEO of DMC, Matt Lipscomb. See attached for one of Matt's slides taken from a recent presentation which starts at 21:34 - 



DMC is a growing synth bio peer and is unaffiliated with Amyris or Ginkgo so they have no incentive to misinform the community. 

More about DMC from their website: “At DMC, we produce bio-based chemicals using fermentation. Many chemicals are too expensive today for broad market adoption, such as certain amino acids for animal feed or natural cleaning agents for personal care. These products can be made more affordably and reliably using our technology.”

Ginkgo is a great company, no doubt. Does it deserve a 675% premium over Amyris based on 2024 revenues? I doubt it...

@GreenAndGreen Feels like a 2012 Amyris presentation lol.

 Feels like a 2012 Amyris presentation lol.

@GreenAndGreen love your prospective man. Great insight.

StockTwits for iOS

 love your prospective man. Great insight.

SELLAS Life Sciences Group Inc

Wait_For_The_RIP

@Waiting_For_The_RIP 

It gets even better. If we want to MATCH their 2024 revenue, we need to grow at a CAGR of 38% as you can see here:

2020 - $173.14
2021 - $238.93
2022 - $329.73
2023 - $455.02
2024 - $627.93

For the 9 quarters starting in Q1-2019, our product revenue has grown at an average of 78% YoY. In fact, if you take Ginkgo&#39;s 2024 revenue target of $628M and compare it to our last 12 months of revenue ($321M), you&#39;ll see that we&#39;re already halfway to their 2024 target. The big thing to pay attention to is that they have to grow 84% to get there vs our 38%. Madness. Madness I tell you!

Michael

Kyle McLeod

 

It gets even better. If we want to MATCH their 2024 revenue, we need to grow at a CAGR of 38% as you can see here:

2020 - $173.14
2021 - $238.93
2022 - $329.73
2023 - $455.02
2024 - $627.93

For the 9 quarters starting in Q1-2019, our product revenue has grown at an average of 78% YoY. In fact, if you take Ginkgo's 2024 revenue target of $628M and compare it to our last 12 months of revenue ($321M), you'll see that we're already halfway to their 2024 target. The big thing to pay attention to is that they have to grow 84% to get there vs our 38%. Madness. Madness I tell you!

@GreenAndGreen @Waiting_For_The_RIP  - Ridic &amp; criminal that Amyris is so undervalued...!   Even counting the uppercase Melo factor, Lavvan suit and 26 MM + SI we should be trading way above were we are currently at..!  Growth stocks are taking a beating now but not too concerned as  the current growth &amp; trajectory Amyris is headed to gives a great insight where we headed...!! Buckle up fellas...!

  - Ridic & criminal that Amyris is so undervalued...!   Even counting the uppercase Melo factor, Lavvan suit and 26 MM + SI we should be trading way above were we are currently at..!  Growth stocks are taking a beating now but not too concerned as  the current growth & trajectory Amyris is headed to gives a great insight where we headed...!! Buckle up fellas...!

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@GreenAndGreen thanks for sharing. from their presentation..
Gingko financials--

Adjusted EBITDA:
2019: ($60.0) 
2020: ($121.4)

Revenues:
2019: $54.2
$76.7

Operating expenses:
2019: $125.8 
2020: $213.7

Good company, but still early in their maturation and profitability timeline.. Now, Amyris, on the other hand, will have positive EBITDA in 2021 and should remain positive if nothing terrible happens.

gary1985

Salesmaster99

 thanks for sharing. from their presentation..
Gingko financials--

Adjusted EBITDA:
2019: ($60.0) 
2020: ($121.4)

Revenues:
2019: $54.2
$76.7

Operating expenses:
2019: $125.8 
2020: $213.7

Good company, but still early in their maturation and profitability timeline.. Now, Amyris, on the other hand, will have positive EBITDA in 2021 and should remain positive if nothing terrible happens.