SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

High Roller Technologies, Inc. is an evolving and growth-oriented iCasino and entertainment company, which engages in the business of operating an online gaming business offering casino betting games to customers. The firm also offers a wide range of games including many that are available in land-based casinos, such as blackjack, roulette, baccarat, poker, and slot machines. The company was founded by Michael Alexander Cribari and Brandon Christopher Eachus on December 21, 2021 and is headquartered in Las Vegas, NV.

High Roller Technologies Inc.

High Roller Technologies Inc

High Roller Technologies (ROLR) is generating significant buzz after announcing a strategic partnership with crypto.com/us to enter the burgeoning prediction markets in the USA, alongside its plans for sports betting expansion. The active community discussion centers on the stock's exceptionally low float and recent profitability, fueling speculation of a massive short squeeze and drawing comparisons to other high-momentum market plays.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending due to the recent conclusion of the White House's review and approval of NOAA's revised deep seabed mining regulations, which now allow for consolidated exploration and recovery permit applications. This regulatory clarity is viewed by the community as a significant de-risking event and major catalyst, fueling anticipation for double-digit stock prices and positioning TMC as a key player in the US critical mineral independence strategy.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is highly active as market participants anticipate the outcome of crucial high-level discussions between US and Greenland/Denmark officials regarding Greenland's strategic minerals and geopolitical role. The community is buzzing with speculation around a potential agreement, driving strong discussion of a short squeeze and highlighting the company's recent positive drilling results from its Tanbreez project. This intense focus reflects broader interest in securing critical rare earth element supply chains.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending amid strong investor anticipation for major news, with the community highly focused on its patented Optical Interposer technology as a critical enabler for AI and hyperscale data centers. Discussion highlights the potential for large production orders and strategic partnerships, intensified by recent institutional investments and the Marvell/Celestial AI acquisition as key validators. Despite perceived market manipulation around options expiry, many believe POET is on the cusp of significant growth, poised to revolutionize data transfer efficiency in AI infrastructure.

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

Microsoft is experiencing notable selling pressure, sparking community debate over its underperformance compared to tech peers and immediate downside potential influenced by options dynamics. Amidst this, conversations are actively centered on the financial implications of its substantial AI infrastructure investments, including data center energy costs, and the competitive landscape surrounding its OpenAI partnership, leading many to consider current levels a strategic buying opportunity.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is a central topic of conversation, driven by positive Phase 2 data for its obesity drug VK2735 and recent remarks from a peer CEO about substantial M&A in the weight-loss market. The community is intensely focused on the potential for a major partnership or acquisition, debating VK2735's "best-in-class" attributes and its oral formulation's path to Phase 3 amid strong competition.

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 Semiconductor is garnering significant attention as a crucial player in the booming AI data center market, with its advanced GaN and SiC power solutions directly supporting high-efficiency architectures, including Nvidia's. The community is actively discussing the company's upcoming presentation at a major industry conference, speculating on potential contract announcements and the impact of substantial short interest. This creates a strong buzz around the stock's growth prospects and potential for a significant market move.

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

Netflix is trending as reports suggest it is considering an all-cash offer for Warner Bros. Discovery assets, moving away from a previous cash-and-stock proposal. This potential shift is fueling investor debate, with bulls viewing it as a strong signal of confidence and reduced dilution risk, while bears remain focused on the significant debt implications and ongoing acquisition complexities ahead of the upcoming earnings report.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the Consumer and Business segments. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

Verizon is actively trending following widespread reports of a significant network outage across various regions, sparking frustration among users and prompting discussions about service reliability and potential causes like cyberattacks. This comes as the company recently affirmed its financial outlook and commitment to its substantial dividend, leading to a split in community sentiment between immediate service concerns and the stock's long-term value as an income play. Many are questioning the impact on future subscriber loyalty while weighing recent operational restructuring and strategic investments in 5G and fiber.

Lithium Americas Corp. engages in the development of the Thacker Pass project. It is focused on advancing Thacker Pass to production it is located in northern Nevada. The company was founded on January 23, 2023 and is headquartered in Vancouver, Canada.

Lithium Americas Corp (NewCo)

Lithium Americas Corp

Lithium Americas is seeing heightened activity amidst a broader surge in global lithium prices and robust demand from emerging sectors like AI and energy storage. Community discussions are centered on the strategic importance of its Thacker Pass project for domestic supply, fueling speculation around continued upward momentum and potential short squeezes following a recent index inclusion and analyst upgrades.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

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

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

$NBIX trades for a market cap of $10B at $100/share. NBIX is profitable &amp; has $2B in cash so its enterprise value is just over $8B. 
 
By comparison, $ITCI was acquired by $JNJ for an enterprise value of $13.6B. 
 
NBIX generated 4X more in product sales than ITCI in FY23 &amp; FY24 and at higher gross margins. NBIX is expected to generate 1.3X more in revenues between FY25 &amp; FY34 than ITCI. 
 
If NBIX was acquired at the same multiple of cumulative 10-year projected sales as ITCI, this would be an enterprise of roughly $18B &amp; a market cap of roughly $20B (double where NBIX trades today). Because NBIX generates a higher gross margin than ITCI, it could be argued NBIX warrants a higher multiple. 
 
The attached graph compares actual FY23 &amp; FY24 NBIX revenues v ITCI as well as 10 year projected revenues. $XBI  
 
This is not investment advice. For all we know, NBIXC projected revenues are inaccurate.

Idvst8

Carolyn P Brown

$ITCI $JNJ $NBIX $XBI The whole sector’s M&amp;A multiple has come down significantly. No one is willing to pay that high premium as the DCF discount rate has spiked.

StockTwits for iOS

Peterson

StockTwits Web

Neurocrine Biosciences, Inc.

Intra-Cellular Therapies Inc

Johnson & Johnson

SPDR S&P Biotech ETF

 trades for a market cap of $10B at $100/share. NBIX is profitable & has $2B in cash so its enterprise value is just over $8B. 
 
By comparison, 

 for an enterprise value of $13.6B. 
 
NBIX generated 4X more in product sales than ITCI in FY23 & FY24 and at higher gross margins. NBIX is expected to generate 1.3X more in revenues between FY25 & FY34 than ITCI. 
 
If NBIX was acquired at the same multiple of cumulative 10-year projected sales as ITCI, this would be an enterprise of roughly $18B & a market cap of roughly $20B (double where NBIX trades today). Because NBIX generates a higher gross margin than ITCI, it could be argued NBIX warrants a higher multiple. 
 
The attached graph compares actual FY23 & FY24 NBIX revenues v ITCI as well as 10 year projected revenues. 

  
 
This is not investment advice. For all we know, NBIXC projected revenues are inaccurate.