SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending after its latest earnings report, which, despite beating estimates and CEO Lisa Su highlighting accelerating AI chip demand, led to a significant sell-off due to a cautious near-term outlook. The community is debating whether the plunge is market manipulation creating a prime 'buy the dip' opportunity or a sign of further downside for the AI sector.

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 Micro Computer is rallying on strong Q2 earnings that crushed estimates and raised FY26 guidance to over $40 billion, igniting bullish sentiment around its AI infrastructure leadership and short squeeze potential, while the community criticizes analyst downgrades as the stock defies broader market weakness.

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 trending as a broader semiconductor sector pullback leads to profit-taking, fueling a fierce community debate between those who see a buying opportunity driven by robust AI memory demand and others who anticipate further declines amid mixed signals on memory pricing.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir (PLTR) is experiencing a sharp sell-off despite strong recent earnings, with community discussion centered on aggressive profit-taking and a 'reality check' for its extreme valuation amid broader tech sector weakness. Many investors are debating whether this presents a buying opportunity or signals a deeper pullback, especially given bearish analyst warnings.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet (GOOGL) is trending on high anticipation for its upcoming earnings, with community discussion intensely focused on the potential impact of its AI advancements like Gemini, Google Cloud's growth, and Waymo's substantial new funding round, amid broader market cautiousness.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood Markets is experiencing a significant sell-off, largely attributed by the community to its strong correlation with the recent sharp decline in cryptocurrency prices. Investors are intensely debating if the current "oversold" conditions present a buying opportunity ahead of upcoming earnings, or if further downside is expected despite the company's diversification efforts and new product launches like the UK ISA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is highly active as investors eagerly await its upcoming earnings, with fervent debate centered on whether its AI leadership, particularly with Gemini and a significant Waymo valuation boost, will drive a market-saving beat or lead to a post-report sell-off amid broader tech jitters.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending after announcing a $2 billion senior secured notes offering to finance its Amazon-leased Black Pearl data center, accelerating its pivot into high-performance computing for AI. Amidst a broader market downturn, the community is debating whether a "bear raid" is creating a "juicy dip" to accumulate shares, anticipating long-term growth as the company increasingly decouples from Bitcoin's volatility.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

UAMY is trending amid President Trump's 'Project Vault' initiative and the ongoing Critical Minerals Ministerial Summit, which are fueling community discussions about securing domestic supply chains for antimony. Investors are closely watching for potential government grants and contracts for this sole North American vertically integrated producer, despite concerns over aggressive short-selling and market volatility.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust Series 1 is facing intense selling pressure as the tech-heavy Nasdaq experiences a significant downturn, fueled by cooling sentiment towards the AI trade and concerns over major growth stocks. The community is actively debating whether this signals a deeper correction, with many engaging in short plays while others anticipate a rebound at critical support levels.

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$DCTH- a good example of having this LT visibility 
 
Valued at just 4x 2025 sales. Paid down the debt, buying back shares 
 
Pricing pressure for Hepzato &amp; seasonality = near-term noise &amp; nothing more 
 
Practice-changing results from CHOPIN to accelerate uptake in docs who don&#39;t want to postpone systemic treatment/ICI 
 
Expanding into other solid tumors with liver involvement, starting with breast &amp; CRC. Steady stream of data once you hit 2027 (interim CRC then breast), primary CRC readout in 2028 &amp; primary breast readout in 2029 (full OS in 2030). Additional indications to be pursued as sales ramp &amp; funding obtained (ICC, melanoma, NSCLC, etc)

Novice

Humdinger 1966

Richard Royce

pascal Herz

Thomas Prindle

As if I weren&#39;t boring enough  
@Maximus_Holla 
 😅 
 
Introduced 10-YR, ultra-low maintenance ROTY portfolio in our Weekly Recap $XBI 
 
Just a pet project (maybe nothing comes of it), start small &amp; steadily grow 
 
Quality names with clinical &amp; commercial momentum over 10-year timeframe

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SPDR S&P Biotech ETF

Jonathan Faison

Delcath Systems Inc

- a good example of having this LT visibility 
 
Valued at just 4x 2025 sales. Paid down the debt, buying back shares 
 
Pricing pressure for Hepzato & seasonality = near-term noise & nothing more 
 
Practice-changing results from CHOPIN to accelerate uptake in docs who don't want to postpone systemic treatment/ICI 
 
Expanding into other solid tumors with liver involvement, starting with breast & CRC. Steady stream of data once you hit 2027 (interim CRC then breast), primary CRC readout in 2028 & primary breast readout in 2029 (full OS in 2030). Additional indications to be pursued as sales ramp & funding obtained (ICC, melanoma, NSCLC, etc)

iShares Biotechnology ETF

Syndax Pharmaceuticals Inc

Kura Oncology Inc

Corvus Pharmaceuticals Inc

Iovance Biotherapeutics Inc

Liquidia Corp

Nuvation Bio Inc - Ordinary Shares - Class A

@JFais It’s cheaper than that. With 28 treating centers, doing 2 treatments pcm per centre and adding 1 centre pcm for the rest of the year you are looking at circa $130M in revenue in 2026. With $91M in cash the  forward EV: Sales is about 2 .

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 It’s cheaper than that. With 28 treating centers, doing 2 treatments pcm per centre and adding 1 centre pcm for the rest of the year you are looking at circa $130M in revenue in 2026. With $91M in cash the  forward EV: Sales is about 2 .

Huami Corp

The Real Brokerage Inc.

Gio W

@GioW appreciated. I always tend to err on the side of being conservative

 appreciated. I always tend to err on the side of being conservative

@JFais  if you are pessimistic and all growth stalls and you take estimations of 1.5 treatments per center pcm and only increase to 33 centres gradually by end of 2026, then you are still looking at about $100M in revenue (17% RG) and $100M in cash. Still looking EV:Sales 2.5 and 15% growth with positive FCF. It’s ripe for a take over. That would be a disaster year compare to 2024/25. Very little increase in procedures, no effect of Chopin. No anticipation of CRC trial positivity. Still cheap.

  if you are pessimistic and all growth stalls and you take estimations of 1.5 treatments per center pcm and only increase to 33 centres gradually by end of 2026, then you are still looking at about $100M in revenue (17% RG) and $100M in cash. Still looking EV:Sales 2.5 and 15% growth with positive FCF. It’s ripe for a take over. That would be a disaster year compare to 2024/25. Very little increase in procedures, no effect of Chopin. No anticipation of CRC trial positivity. Still cheap.

appreciated. good plan= continue accumulating at lows (if you have 3 to 5 year+ timeframe)