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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

Nvidia shares are under pressure as traders debate the boards investigation into CEO Jensen Huangs reported relationship with an executive suspected of Chinese intelligence ties, and potential disclosure, export-control, and national-security risks. The community is split between concerns about lawsuits or Huangs possible departure and dip buyers who view the selloff as an overreaction and expect the companys business to remain strong.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves quarterly earnings report is the dominant focus, with traders treating the financing of its debt-funded expansion, margins, and delivery of contracted data-center capacity as more consequential than headline growth. Bulls expect a strong report and rebound, while bears worry that borrowing costs, capital needs, and potential dilution could outweigh AI-compute demand, making the results a high-stakes test for the neocloud sector.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Anticipation of Netlists quarterly results and conference call is dominating discussion, with traders expecting Samsung and Micron licensing agreements to boost reported revenue and profitability. Optimism over possible updates on SK hynix and a Nasdaq listing is tempered by calls to manage expectations and concerns that strong results may already be priced in or prompt a sell-the-news reaction.

Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbines earnings-driven selloff dominates discussion: traders point to contracting gross margins and unchanged profit guidance despite revenue growth and a higher sales outlook, with debt adding to profitability concerns. Some see the drop as an overreaction to a strong quarter, while others worry the margin pressure may persist.

Senseonics Holdings, Inc. is a medical technology company, which engages in the development and manufacture of glucose monitoring products. Its primary product is the brand Eversense CGM (continuous glucose monitoring) including sensors, smart transmitters, and mobile applications. The company was founded on June 26, 2014 and is headquartered in Germantown, MD.

Senseonics Holdings Inc

Senseonics strong Q3 results and raised full-year revenue outlook sparked a sharp rally, with traders pointing to accelerating Eversense 365 sales as evidence of improving commercial traction. The move then gave back much of its gain, prompting debate between bulls focused on growth and skeptics citing profit-taking, ongoing losses, and management execution risks.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

VGs quarterly results beat expectations and management raised its full-year outlook, but the muted share-price response sparked debate. Traders are split over the CEOs off-grid AI data-center power plans: some see a promising new business, while others say the long-term focus distracted from near-term LNG execution.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Q3 results showed strong revenue growth, a narrower loss, and a higher revenue outlook, but traders are questioning why the shares are under pressure despite the upbeat update. The discussion also reflects earnings-related volatility and uncertainty over the reports timing.

Charter Communications, Inc. provided entertainment, information and communications solutions to residential and commercial customers. The company offered cable video programming services, such as basic and digital video, premium channels, OnDemand, pay-per-view, high definition television, digital video recorder, and online video services; Internet services; Charter.net, which provides multiple e-mail addresses, as well as various entertainment, games, news, wireless backhaul, and sports content; and telephone services. It also provided broadband communications solutions, such as Internet access, data networking, fiber connectivity to cellular towers and office buildings, video entertainment services, and business telephone services under the Charter Business brand name to business and carrier organizations. Charter Communications was founded in 1993 and was headquartered in Stamford, CT.

Charter Communications Inc. - Ordinary Shares - Class A

CHTRs sharp rebound is prompting speculation that heavily shorted shares are seeing short-covering, with traders debating whether a squeeze can continue or the pop will fade. The moves immediate trigger is unclear, and bearish voices point to broadband subscriber losses and debt as ongoing concerns.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs quarterly results are driving attention, with traders weighing strong revenue and backlog growth against a wider-than-expected loss and Neutrons first launch slipping to 2027. Bullish posts emphasize demand and contracted missions, while skeptics question execution and whether the backlog can convert before Neutron flies.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

A quarterly revenue miss and first sequential sales decline, compounded by managements lack of an earnings call or guidance, drove the sharp selloff and raised concerns about ANKTIVAs commercial uptake, competition, and funding. Bulls counter that ANKTIVA plus BCG met the primary endpoint in the BCG-naive bladder-cancer trial, with an FDA filing targeted by year-end, and view the result and recent international expansion as longer-term offsets.

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$CRBU $LLY $PSTX $VERV Very convincing. If you have time, make the bear case, as an intellectual exercise.

LSTMLabs

Ewak21

gordon gecko

$CRBU $VERV $LLY $PSTX Lilly watched Verve for two years after a $60M partnership before buying it for $1.3B. The playbook is the same. Pfizer invested $25M into Caribou in July 2023, took a board seat, and holds ROFN rights through July 2026. They have had full visibility into the data since day one. Caribou just delivered clean 12 month CRs and strong safety, the proof point Pfizer needed. The reverse split was canceled, burn is reduced, and cash covers the runway into 2026. Pfizer is not in a hurry. They are letting the setup ripen while maintaining control from the inside.

Roche did this exact same thing with Poseida. First came a collaboration, then a quiet year of watching data mature, followed by a full $1.5B acquisition once durability and safety were proven. Pfizer’s pattern with Caribou is identical, only with deeper access and longer visibility. Every move points to preparation, not survival. The structure, timing, and silence all signal a buyout in progress.

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Caribou Biosciences Inc

Verve Therapeutics Inc

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Poseida Therapeutics Inc

 Very convincing. If you have time, make the bear case, as an intellectual exercise.

Al Harms

@Itsokman the bear case is that it doesn’t happen.

 the bear case is that it doesn’t happen.