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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs post-earnings selloff is being tied to softer fourth-quarter guidance, a lower advertising outlook, and slowing growth, despite an earnings beat. Traders are split between viewing the drop as an overreaction and buying opportunity or seeing further downside amid content and competition concerns.

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

SpaceX is drawing attention after a strong quarterly earnings report and a wave of analyst upgrades, with traders focusing on rapid growth in its AI-compute business alongside its space and Starlink operations. Bullish reactions point to growth potential and possible Tesla ties, while skeptics cite heavy capital spending, a large share unlock and uncertainty around any merger.

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 Micros sharply higher preliminary revenue and gross-margin outlook, attributed to stronger AI-server demand, is driving attention. Many traders welcomed the update and anticipated a rebound, while others questioned whether margins and cash flow can hold up and whether the gains will last.

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 C

Alphabet shares are under pressure as traders focus on concerns that AI and data-center spending could rise sharply without clear near-term returns, with rumors of another capex increase ahead of earnings adding to the debate. Bears warn of further downside and question AIs impact on Search, while dip buyers point to Google Cloud, its AI portfolio, and the companys broader business strength.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is caught in a sharp memory-chip selloff and rebound debate, with traders pointing to concerns about Chinese competitor CXMT, South Korean market weakness and broader doubts about AI spending. Bulls argue those fears overstate the threat to NAND demand and cite tight memory supply and upcoming earnings, while bears warn that memorys cyclical risks and the wider tech unwind could keep pressure on shares.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is under pressure alongside neocloud peers as traders focus on AI infrastructure financing risks, CoreWeave-related concerns, and a cautious analyst outlook. Bulls counter that compute demand remains strong and Nebius is less exposed to debt pressures, while the community debates whether those fundamentals can outweigh sector-wide selling.

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

Positive MSToronto clinical updates are driving discussion, including durable long-term BRIUMVI results, ENHANCE data supporting a simpler single-infusion start, and preliminary azer-cel findings in progressive MS. Traders are broadly encouraged by the data but frustrated that the stock has shown little follow-through; some caution that the azer-cel results are early and based on a small, uncontrolled study.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T shares fell despite a quarterly earnings beat and higher outlook, with traders pointing to weaker-than-expected postpaid phone additions as a possible reason for the negative reaction. Many viewed the pullback as a buying opportunity, while some also cited longer-term competition concerns from SpaceXs wireless plans.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

FDA approval of ORLADEYO oral pellets is driving discussion, with bulls highlighting easier administration and potential to reach patients who struggle with capsules, while skeptics question the near-term impact on the share price. Frustration over BCRXs weak trading and the wait for Netherton and navenibart data remains prominent.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is drawing attention as shares slide amid analyst downgrades and concern about lackluster sales momentum ahead of earnings. Traders are split between seeing the selloff as a buying opportunity and warning that weaker customer traffic, value concerns, and portion complaints could signal a deeper slowdown.

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$VXRT Does anyone have any concrete evidence that Vaxart has submitted, or intends to submit, a proposal for the NPIVS opportunity?

From my perspective, this is still pure speculation. I haven’t seen any official confirmation of Vaxart’s participation or credible evidence of a potential Sanofi buyout.

My expectation is that November 20 will pass without any announcement regarding either a bid or an acquisition.

Am I missing something? Are there any verifiable sources supporting these theories, beyond speculation on Stocktwits?

Eric Beranek

Roberto Jahnsinni

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Vaxart Inc

 Does anyone have any concrete evidence that Vaxart has submitted, or intends to submit, a proposal for the NPIVS opportunity?

From my perspective, this is still pure speculation. I haven’t seen any official confirmation of Vaxart’s participation or credible evidence of a potential Sanofi buyout.

My expectation is that November 20 will pass without any announcement regarding either a bid or an acquisition.

Am I missing something? Are there any verifiable sources supporting these theories, beyond speculation on Stocktwits?

@Murphy2011 no word from anyone credible/linked to the company or government or potential partners that they are involved. It’s speculation but lots of dots point to them potentially being involved. It would be crazy if they are not in this somewhere. The reality is, even if they are, we won’t find out about this till it’s announced next year (expect standard government delays of course). Vaxart dont tell us shit so we will only know once there is an award for the contract. That could change if there is a BO or partnership announcement but, let’s be honest. Expect nothing! It’s the vaxart ffs!

Doc Camilleri

John Jenkins

Stephen G

SuperCummings

Byson2

Tanya

David Whitney

 no word from anyone credible/linked to the company or government or potential partners that they are involved. It’s speculation but lots of dots point to them potentially being involved. It would be crazy if they are not in this somewhere. The reality is, even if they are, we won’t find out about this till it’s announced next year (expect standard government delays of course). Vaxart dont tell us shit so we will only know once there is an award for the contract. That could change if there is a BO or partnership announcement but, let’s be honest. Expect nothing! It’s the vaxart ffs!

@Murphy2011  
Vaxart has said  nothing,  that won’t surprise  anyone,  but  certainly  doesn’t mean  not  in  the mix  in some  capacity. 
 
If  anything else  suggested  in meantime, positive  or  negative  if claimed  as definitive  one  way  or  another, would be  insider  info . Beware !! 
 
Madness  if  they  have  ignored  this  opportunity  but  Sanofi  won’t  for  multiple reasons  shared.  They can’t afford  to  miss  favourable chance to secure  both  for  both growth  and  defensive  reasons. 
 
Partnership is one route  but ever so  vulnerable  to a  rival acquiring  the platform then. Messy for  all involved  and  includes  BARDA who would score  less  favourably. 
 
To sum  things up, if your question definitively answered, the market  may well  have spoken and moved once announced. Publicly available info does not  just mean from the lips of Steven  Lo 😂 
 
GLTA

StockTwits Web

  
Vaxart has said  nothing,  that won’t surprise  anyone,  but  certainly  doesn’t mean  not  in  the mix  in some  capacity. 
 
If  anything else  suggested  in meantime, positive  or  negative  if claimed  as definitive  one  way  or  another, would be  insider  info . Beware !! 
 
Madness  if  they  have  ignored  this  opportunity  but  Sanofi  won’t  for  multiple reasons  shared.  They can’t afford  to  miss  favourable chance to secure  both  for  both growth  and  defensive  reasons. 
 
Partnership is one route  but ever so  vulnerable  to a  rival acquiring  the platform then. Messy for  all involved  and  includes  BARDA who would score  less  favourably. 
 
To sum  things up, if your question definitively answered, the market  may well  have spoken and moved once announced. Publicly available info does not  just mean from the lips of Steven  Lo 😂 
 
GLTA