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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

SELLASs guidance that topline results from the Phase 3 REGAL trial of GPS are expected in November, following the trials 80th event, is driving attention. Traders are debating whether recent share moves reflect short covering or an alleged leak, while others stress that results remain unreleased and the trial outcome is uncertain.

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

A widespread Microsoft 365 disruption affecting Outlook, Teams and other services is driving attention, with users reporting work interruptions and traders debating why the shares held up despite the outage. Hacking theories are circulating, but the cause is not established in the discussion.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels prostate-cancer BLA filing is now expected in mid-2027, later than previously planned, as assay refinement continues amid FDA discussions. Traders are debating the setbacks significance: many criticize managements credibility, especially in light of the CEOs prior share sales, while others view it as a manufacturing and regulatory delay rather than a change to the clinical data.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials quarterly results and forward guidance beat expectations, but shares fell instead of rallying, prompting debate over whether strong performance was already priced in. Bulls point to the results and outlook, while skeptics cite a sell-the-news reaction and weakness across semiconductors.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos quarterly results beat expectations and the company raised its full-year outlook, citing stronger AI-infrastructure demand. Traders broadly welcomed the numbers but debated the muted, volatile share reaction, with some seeing profit-taking or a sell-the-news response and others questioning margins and whether AI orders will translate into sustained growth.

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Modine Manufacturing Co.

Speculation that Samsung is in talks to acquire Modine is driving attention, with traders debating whether a deal is real, how soon it could happen, and whether any offer would compensate shareholders after the stocks decline. Some view the reports as a potential catalyst, while others remain skeptical and point to insider selling.

Cardinal Infrastructure Group, Inc. provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. It delivers wet utility installations of water, sewer, and stormwater systems, as well as grading, site clearing, erosion control, drilling and blasting, paving, and other related site services. The company was founded on June 12, 2025 and is headquartered in Raleigh, NC.

Cardinal Infrastructure Group Inc - Ordinary Shares - Class A

A steep selloff followed Cardinals weak third-quarter results, sharply lower project margins, withdrawn full-year outlook and CFO departure, raising concerns about cost controls and management credibility. Traders are split between seeing an overreaction given the companys cash, backlog and authorized buyback, and warning that execution problems could persist and justify further downside.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras quarterly report, sharply higher revenue guidance and discussion of a Microsoft cloud deal have driven attention, with bullish traders focusing on growth prospects and possible short covering. Others point to the GAAP loss, heavy capital spending and data-center capacity constraints as reasons for caution.

Praxis Precision Medicines, Inc. is a clinical-stage biopharmaceutical company, which engages in the genetic epilepsies into the development of therapies for central nervous system, or CNS, disorders characterized by neuronal excitation-inhibition imbalance. It focuses on two proprietary platforms: Cerebrum and Solidus. The Cerebrum platform utilizes a deep understanding of neuronal excitability and neuronal networks and applies a series of computational and experimental tools to develop orally available precision therapies. The Solidus platform consists of antisense oligonucleotide, or ASO. The company was founded by Kiran Reddy, David Goldstein, and Steven Petrou on September 22, 2015 and is headquartered in Boston, MA.

Praxis Precision Medicines Inc

Praxis is drawing attention around its Investor Day discussion of commercial launch preparations for ulixacaltamide in essential tremor and relutrigine in developmental epileptic encephalopathies, with two FDA decisions approaching and broader EMERALD trial data also in focus. Traders largely praise the launch planning and market potential, while debating approval and timing risksparticularly for relutrigineand the share-price decline.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavaxs Q3 update, including a higher revenue outlook tied largely to a Sanofi milestone and narrower losses, has drawn attention as the shares sell off despite the improved figures. Traders debate whether its partnership-led strategy can produce recurring revenue: critics cite the profitability timeline pushed to 2029 and a lack of fresh deals or data, while bulls point to Sanofi, Pfizer and Matrix-M opportunities.

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$WRD 13F will start hitting hard. The deadline for Q3 reporting is end of day Monday. This is what we want to see now that Tony said when full year profitability will come. 
 
Institutions need to be starting small positions while existing inst holders will need to be adding to positions ahead of profitability. They will be fully loaded in 2028 adding qtr by qtr.

Marc

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WeRide Inc. - ADR

 13F will start hitting hard. The deadline for Q3 reporting is end of day Monday. This is what we want to see now that Tony said when full year profitability will come. 
 
Institutions need to be starting small positions while existing inst holders will need to be adding to positions ahead of profitability. They will be fully loaded in 2028 adding qtr by qtr.

@LubberJML A purchase of 3.5 million WeRide shares by Global Alpha is a clear bullish signal. It indicates that institutional capital is taking a long-term bet on the commercialization of WeRide&#39;s autonomous driving technology, utilizing dips in the share price for strategic position building.

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 A purchase of 3.5 million WeRide shares by Global Alpha is a clear bullish signal. It indicates that institutional capital is taking a long-term bet on the commercialization of WeRide's autonomous driving technology, utilizing dips in the share price for strategic position building.

@MPH_one  Global increased by 25%. They started the psotion in Q1 and added in Q2 and Q3. Don&#39;t be fooled by that. Others had more shares than they do then bailed after 1 or 2 qtrs. A lot of them did that. 
 
I think inst will be less inclined now to bail or reduce with a date certain on profitability and  decent chance the calendar is moved up a bit on that profitablity schedule.

  Global increased by 25%. They started the psotion in Q1 and added in Q2 and Q3. Don't be fooled by that. Others had more shares than they do then bailed after 1 or 2 qtrs. A lot of them did that. 
 
I think inst will be less inclined now to bail or reduce with a date certain on profitability and  decent chance the calendar is moved up a bit on that profitablity schedule.