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Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas selection for the U.S. Armys ALATTIS program to develop next-generation silicon-carbide power semiconductors is drawing attention as a sign of technology and domestic-manufacturing validation. Many traders are bullish and discussing a possible short squeeze, while others note that the awards financial terms are undisclosed and near-term revenue is uncertain.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Attention centers on Summits FDA review of ivonescimab, with traders debating regulatory risk after reports of weaker progression-free-survival results in a Chinese trial label. Some argue the concern is overstated because no detailed figures were disclosed and point to other positive trial results and insider buying; others worry about the FDAs evidence requirements and potential dilution.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Starships first orbital flight and deployment of 26 next-generation Starlink satellites are the main focus, with bullish traders calling it a commercial milestone that could expand Starlink capacity. Debate centers on engine trouble and the shortened mission: some view the flight as a major success despite those issues, while others see the vehicles return and the stocks decline as evidence the test fell short.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAAs review of a 737 MAX software glitch has delayed MAX 10 certification, and Southwest and United reportedly do not want deliveries with the affected software. Traders are split between calling the issue fixable and the selloff excessive, and viewing it as another quality and regulatory setback that could extend delays.

Kodiak Sciences, Inc. is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of therapeutics for retinal diseases. Its product pipeline includes KSI-301 for wet AMD, KSI-301 for diabetic eye disease, KSI-501 for DME and uveitis, KSI-201 for resistant wet AMD, and KSI-401 for dry AMD. The company was founded by Stephen A. Charles and Victor Perlroth in 2009 and is headquartered in Palo Alto, CA.

Kodiak Sciences Inc

Kodiak surged after Phase 3 DAYBREAK results showed both experimental treatments met their primary goals in wet AMD, with vision outcomes non-inferior to Eylea and Zenkuda showing potential for longer dosing intervals; the company plans an FDA filing for Zenkuda. Traders celebrated the clinical progress and discussed short covering, while others questioned the rallys sustainability and flagged potential financing and dilution needs.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

HBARs sharp, high-volume rally is being linked by traders to Hederas enterprise AI activity involving IBM and NVIDIA, though some say no clear fresh catalyst explains the move. The reaction is broadly bullish, but traders are debating whether momentum can continue or whether profit-taking and a pullback will follow.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

RDDT is drawing attention for its persistent weakness, with traders blaming executive share sales and stock compensation while bulls argue the pullback is overdone given the companys growth. Uncertainty around a renewed Google AI-data licensing deal is a recurring concern, though many traders say the selling lacks a clear company-specific trigger.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

A prolonged selloff and weak share-price performance are driving discussion, with many traders frustrated that the stock has struggled despite reported business growth. The community is divided over whether dilution and insider selling, short pressure, and higher rates are weighing on shares, while bulls point to SoFis growth and Mastercard stablecoin-settlement deal as strengths the market may be overlooking.

Aventus Network

AVT is drawing attention after a sharp rebound, with traders pointing to rising volume and the tokens low float and thin order book as factors behind its volatile moves. Bullish squeeze and breakout speculation is tempered by concerns about concentrated holders, selling pressure, and whether the gains can hold.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Attention is centered on Rivians upcoming Q3 production and delivery update, with traders watching whether the R2 ramp and planned second shift can support growth and company guidance. Bulls point to strong R2 interest, while skeptics cite supplier constraints, execution risks and ongoing losses, debating whether the results will validate the ramp or disappoint.

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@Rseancronin any idea on pricing on the 30 million PREPA bankruptcy claims that $MBI National sold on Friday? 
 
https://document.epiq11.com/document/getdocumentbycode?docId=4593432&amp;projectCode=PR1&amp;source=DM

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MBIA Inc.

 any idea on pricing on the 30 million PREPA bankruptcy claims that 

Mike McDermott

@MikeyMcDermott 

nope. was it a transfer?  would have been done in private market i guess. cussip#?  could be AGO, syncora, or debt hegies. AI said low end 35% high end 45%

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nope. was it a transfer?  would have been done in private market i guess. cussip#?  could be AGO, syncora, or debt hegies. AI said low end 35% high end 45%

Coffeeisforclosers

@Rseancronin same thing they did last year when they unloaded a bunch of claims in late July. They turned the bankruptcy claim into a CUSIP and sold to someone inside the bondholder group (I&#39;m presuming). My guess is pricing would be somewhere closer to 65-70 but I don&#39;t know. Seems to be liquidity/demand for these instruments. Not sure how/why the rest of PREPA is still a hold up now that the payment schedule is easy. I wonder when President Trump reconstitutes the Board. Has to be some inside baseball going on and I&#39;m sure AGO/MBI know who the appointees will be.

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 same thing they did last year when they unloaded a bunch of claims in late July. They turned the bankruptcy claim into a CUSIP and sold to someone inside the bondholder group (I'm presuming). My guess is pricing would be somewhere closer to 65-70 but I don't know. Seems to be liquidity/demand for these instruments. Not sure how/why the rest of PREPA is still a hold up now that the payment schedule is easy. I wonder when President Trump reconstitutes the Board. Has to be some inside baseball going on and I'm sure AGO/MBI know who the appointees will be.

@MikeyMcDermott 

maybe….but do they not need congressional approval?  I mean seems to me like Trump has way more going on then to grip on this shit.  Maybe they are trying to get around approval. maybe wait until congress is out and site “emergency approval” etc. Either way looks like the resignations are starting in PR.  head of AFAFF just resigned.

 

maybe….but do they not need congressional approval?  I mean seems to me like Trump has way more going on then to grip on this shit.  Maybe they are trying to get around approval. maybe wait until congress is out and site “emergency approval” etc. Either way looks like the resignations are starting in PR.  head of AFAFF just resigned.

@Rseancronin interesting. lets hope these dismissed FOMB board members take a hike too. Unfortunately I assume they have mega TDS infection and will do anything they can to &quot;resist&quot; President Trump

 interesting. lets hope these dismissed FOMB board members take a hike too. Unfortunately I assume they have mega TDS infection and will do anything they can to "resist" President Trump

@Rseancronin my understanding is Trump gets &quot;lists&quot; from certain parties and makes his decisions. That AI slop account on X -- michio -- was posting AI slop about 5 specific appointees. Not sure how/why the AI spit out those names.

 my understanding is Trump gets "lists" from certain parties and makes his decisions. That AI slop account on X -- michio -- was posting AI slop about 5 specific appointees. Not sure how/why the AI spit out those names.

@Rseancronin this thing is totally cooked. unbelievable.

 this thing is totally cooked. unbelievable.

@Rseancronin look at the chart bro!!! There is no value unlock coming. Mbi management never ever uses the buyback authorization. Ago not buying it ... I think the 100 million reduction in buyback was primarily related to building more capital given the Brightline exposure they are dealing with ... S&amp;P talked about material reduction in buffer re excess capital over AAA.

Who is those Leeam Lowin guy? He just filed 13G with 3.3 million shares.

Mbi has 350 million excess liquidity at HoldCo. They used to operate with 190-200 million before 2023 special div when they retained 150 million at HoldCo.

They need to IMMEDIATELY authorize 150 million and do a dutch tender to buyback 15-20% of the float.

Fucking ridiculous. Fallon always pontification about always looking at accretive ways to deploy capital 
.... What do they do now?? There is no debt to buy back at a discount. And their stock which is a proxy to a clean bond portfolio at National trades at 60% discount. Fuck these guys

 look at the chart bro!!! There is no value unlock coming. Mbi management never ever uses the buyback authorization. Ago not buying it ... I think the 100 million reduction in buyback was primarily related to building more capital given the Brightline exposure they are dealing with ... S&P talked about material reduction in buffer re excess capital over AAA.

Who is those Leeam Lowin guy? He just filed 13G with 3.3 million shares.

Mbi has 350 million excess liquidity at HoldCo. They used to operate with 190-200 million before 2023 special div when they retained 150 million at HoldCo.

They need to IMMEDIATELY authorize 150 million and do a dutch tender to buyback 15-20% of the float.

Fucking ridiculous. Fallon always pontification about always looking at accretive ways to deploy capital 
.... What do they do now?? There is no debt to buy back at a discount. And their stock which is a proxy to a clean bond portfolio at National trades at 60% discount. Fuck these guys

@MikeyMcDermott 

they are setting up for special divi bro.

 

they are setting up for special divi bro.