SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Johnson & Johnson is a holding company, which engages in the research, development, manufacture, and sale of products in the healthcare field. It operates through the Innovative Medicine and MedTech segments. The Innovative Medicine segment focuses on immunology, infectious diseases, neuroscience, oncology, cardiovascular and metabolism, and pulmonary hypertension. The MedTech segment includes a portfolio of products used in interventional solutions, orthopaedics, surgery, and vision categories. The company was founded by Robert Wood Johnson I, James Wood Johnson, and Edward Mead Johnson Sr. in 1887 and is headquartered in New Brunswick, NJ.

Johnson & Johnson

Traders are speculating that Johnson & Johnson could acquire Sellas Life Sciences, pointing to alleged executive connections and Sellass pending REGAL trial data; no deal has been confirmed. Other discussion centers on J&Js upcoming quarterly results and mixed views on its share performance.

Sovereign frontier cloud for AI that builds  AI agents are starting to build and operate real software. Agentic organizations are starting to coordinate people, code, data, payments, and governance. Both need a cloud that is sovereign, tamperproof, and always on.  The Internet Computer is that cloud.  Built on more than USD 500 million in R&amp;D, ICP uses advanced blockchain technology and cryptography to run entire software systems end-to-end on the network: websites, apps, services, data, payments, and governance. Code and data are protected by the protocol, replicated across independent nodes, and cannot be silently changed by a cloud provider, backend operator, or attacker.  Cloud engines make this infrastructure sovereign. They let organizations run ICP-powered compute across chosen providers, locations, and jurisdictions while keeping the same tamperproof and always-on guarantees of the network.  This is the real demand ICP serves: sovereign frontier cloud for AI agents and agentic organizations. Agents can build and update software. Organizations can run rules, assets, and governance as verifiable systems. The result is software that stays online, keeps its data, and remains under the control of its owners.  Developers and AI agents can build on the Internet Computer with any AI assistant using the ICP skill library at skills.internetcomputer.org, or by creating apps through conversation with Caffeine AI.  Computation on ICP is paid for by converting $ICP into cycles. $ICP is also used for staking and governance through the Network Nervous System.

Internet Computer

ICPs rebound has renewed talk of a technical breakout, with traders watching for sustained momentum and stronger volume. Bulls point to its decentralized cloud and AI infrastructure thesis and signs of adoption, while skeptics argue that weak usage and choppy price action have yet to validate the story.

AbbVie, Inc. is a research-based biopharmaceutical company, which engages in the development and sale of pharmaceutical products. It focuses on treating conditions such as chronic autoimmune diseases in rheumatology, gastroenterology, and dermatology, oncology, including blood cancers, virology, including hepatitis C virus (HCV) and human immunodeficiency virus (HIV), neurological disorders such as Parkinson’s disease, metabolic disorders, including thyroid disease and complications associated with cystic fibrosis, pain associated with endometriosis, and other serious health conditions. The company was founded on October 19, 2011 and is headquartered in North Chicago, IL.

Abbvie Inc

Traders are speculating that AbbVie could acquire Sellas around Sellass REGAL AML Phase 3 readout, though the buyout talk is unconfirmed. Other posts point to AbbVies breakout and recent highs as signs of bullish momentum.

eBay, Inc. is a commerce company, whose platforms include an online marketplace and its localized counterparts, including off-platform businesses in Japan, as well as eBay’s suite of mobile apps. It offers a platform for various product categories, including parts and accessories, collectibles, fashion, electronics, and home & garden. eBay generates revenue mainly through fees from sales, payment processing, and advertising. The company was founded by Pierre Morad Omidyar in September 1995 and is headquartered in San Jose, CA.

EBay Inc.

eBay Inc

GameStops rejected eBay takeover bid and its roughly 9.8% stake are driving attention, with traders debating whether Ryan Cohen will renew the bid, pursue influence or a partnership, or step back. Speculation about the deals path is mixed with reactions to eBays share moves and its standalone business prospects.

Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget is drawing attention as traders revisit its dramatic prior short squeeze and debate whether another rally is possible, while others point to its subsequent decline and weak fundamentals. The bearish discussion cites an earnings miss, debt concerns, and pressure on rental demand; no new squeeze catalyst is clearly established.

Ethena

ENAs rally and rising volume have fueled bullish discussion around USDe adoption, Ethena Pay, and the prospect of revenue-funded token buybacks if USDe supply reaches the required threshold. Traders see these as potential demand drivers, while others warn that token unlocks and profit-taking could weigh on the price.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Attention centers on speculative buyout or partnership rumors involving J&J and other pharma companies, fueled by SELLASs expanded ASH presence and anticipation of REGAL Phase 3 results and SLS009 data. Bulls read the prolonged quiet period and booth as signs of a deal or positive data, while skeptics say neither is confirmation and point to the lack of an update on REGALs 80th event.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Upcoming MSToronto presentationsespecially late-breaking initial Phase 1 azer-cel findings in progressive MS, alongside BRIUMVI trial dataare driving attention. Traders view the late-breaking slot as encouraging but not proof of positive results, while also watching for the later subcutaneous BRIUMVI readout; buyout talk remains speculative.

Select Sector SPDR Trust (The) - State Street Health Care Select Sector SPDR ETF

Health Care Select Sector SPDR Fund

XLV is drawing attention after rebounding from a widely cited Elliott Wave Blue Box support area, with traders viewing the bounce as keeping the bullish technical setup intact. Some see room for further gains amid healthcares defensive-sector strength, while others warn of more pullback or question whether the rotation into healthcare will last.

BitGo Holdings, Inc. operates as a digital asset infrastructure company delivering custody, wallets, staking, trading, financing, stablecoins, and settlement services from regulated cold storage. It focuses on accelerating the transition of the financial system to a digital asset economy. The company was founded by Michael Belshe and Ben Davenport in 2013 and is headquartered in Sioux Falls, SD.

BitGo Holdings Inc. - Ordinary Shares - Class A

Bullish analyst coverage has renewed attention on BitGos institutional crypto-custody and infrastructure business. Traders see the shares as undervalued and tied to a crypto recovery, while skeptics point to past earnings disappointments and BTGOs tendency to lag Bitcoin and peer stocks.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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$NVDA Chief Scientist Bill Dally: “90% of the power in data centers is going into inference” $BE $VST $CEG 

This is the clear next phase of the AI trade.  

We highlight a potential 10-bagger below.

Model training and compute, while looking infinite right now, will slowly deccel in growth.

This has been seen before, in another major tech revolution, and we can learn from there what the next major winners will come.  

The companies that will generate major recurring revenues from the maintenance of inference.   

Power. Water. Waste.   

Know where to look.  

https://kryptonresearch.substack.com/p/the-next-ai-trade

Substack

The Next AI Trade

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Bloom Energy Corp - Ordinary Shares - Class A

Vistra Corp

Constellation Energy Corporation

 Chief Scientist Bill Dally: “90% of the power in data centers is going into inference” 

 

This is the clear next phase of the AI trade.  

We highlight a potential 10-bagger below.

Model training and compute, while looking infinite right now, will slowly deccel in growth.

This has been seen before, in another major tech revolution, and we can learn from there what the next major winners will come.  

The companies that will generate major recurring revenues from the maintenance of inference.   

Power. Water. Waste.   

Know where to look.  

