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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending amidst a robust multi-year deal to supply AI chips to Meta Platforms, signaling the company's strong position in the diversifying AI infrastructure market. The community is actively discussing AMD's competitive advantage and strategic investments like the Crusoe loan, reinforcing its role as a key player in powering future AI growth.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending as its strategic pivot to an AI/HPC data center development company gains significant market attention, underscored by its rebrand to Cipher Digital and a major sale of Bitcoin mining assets. The community is actively discussing its undervalued status and potential rerating as stable, long-term contracts with hyperscale customers position it for future growth, despite short-term volatility.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is actively trending ahead of its highly anticipated earnings report, with significant community debate around continued insatiable AI chip demand and a potentially sold-out product pipeline, contrasted by some investors anticipating a 'sell the news' reaction and observing rising competition.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is actively discussed following news of significant multi-year agreements with both Nvidia and AMD for AI chips; bulls view these massive investments as a strategic move to dominate the AI landscape, while bears express concern over escalating capital expenditures impacting profitability amid market volatility and ongoing regulatory scrutiny.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is trending following its recent corporate update and strong financial results, highlighted by a major global collaboration with Astellas for its VIR-5500 prostate cancer program, which includes substantial upfront payments and significant milestone potential. Community discussion is actively debating the new cash influx, promising early clinical data, and potential for a short squeeze, while others predict a 'rug pull' based on the stock's historical tendency for gains to reverse.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is generating significant buzz following robust revenue growth for ANKTIVA and an ambitious plan to expand its BioShield platform across multiple cancer indications and global markets. The community is actively discussing the potential for a substantial short squeeze, propelled by strong bullish sentiment and anticipation of further positive catalysts.

DigitalOcean Holdings, Inc. engages in the provision of providing cloud infrastructure. It operates through the following geographical segments: United States, Netherlands, Germany, Canada, Singapore, and Other. The company was founded in 2012 and is headquartered in Broomfield, CO.

DigitalOcean Holdings Inc

DigitalOcean is trending as investors react to its latest earnings report, which showcased accelerating revenue growth guidance for 2026 and 2027, robust expansion in AI workloads, and a successful shift towards larger enterprise customers. The community is actively discussing DOCN's enhanced position as a crucial AI inference and cloud infrastructure provider, fueling a strong re-evaluation of its growth trajectory.

The AES Corp. engages in the provision of power generation and utility services through its renewable and thermal generation facilities and distribution businesses. It operates through the following segments: U.S. and Utilities Strategic Business Unit (SBU), South America SBU, MCAC SBU, Eurasia SBU. The U.S. and Utilities SBU segment consists of facilities in the United States, Puerto Rico and El Salvador. The South America SBU segment covers Chile, Colombia, Argentina, and Brazil. The MCAC SBU segment refers to Mexico, Central America, and the Caribbean. The Eurasia SBU segment handles operations in Europe and Asia. The company was founded by Dennis W. Bakke and Roger W. Sant in 1981 and is headquartered in Arlington, VA.

AES Corp.

AES Corporation is trending amid widespread reports that BlackRock's Global Infrastructure Partners is nearing a multi-billion-dollar takeover, a move seen to capitalize on the utility's strategic position in supplying renewable energy to fast-growing tech and AI data centers. The community is intensely debating the potential acquisition price, weighing the company's significant debt against its long-term growth prospects and perceived undervaluation.

GraniteShares ETF Trust - GraniteShares 2x Long AMD Daily ETF

GraniteShares 2x Long AMD Daily ETF

AMDL is gaining attention due to positive developments for its underlying AMD, including a $1 billion Department of Energy partnership, an export license for AI chips to China, and an analyst upgrade citing sold-out server chips for 2026. The community is keenly discussing whether recent pullbacks are 'manipulation' or opportune entry points, given AMD's strong position in the expanding AI sector.

Greenwich LifeSciences, Inc. engages in the development of a breast cancer immunotherapy designed to prevent the recurrence of breast cancer following surgery. The company was founded by Eric Rothe on August 29, 2006 and is headquartered in Stafford, TX.

Greenwich LifeSciences Inc

Greenwich LifeSciences is trending due to recent FDA clearance for commercial GP2 supply and confirmation of funding through 2026, significantly de-risking its late-stage breast cancer immunotherapy. The community is buzzing about two abstracts accepted for the upcoming AACR meeting, with high insider ownership fueling speculation for a potential partnership or buyout.

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 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 
 


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The attachment compares $LEGN actual FY23 &amp; FY24 as well as FY25 - FY34 analyst consensus revenue estimates to the like projected revenues as prepared by $ITCI &amp; $IMGN management when both were acquired recently. 
 
Analysts project LEGN to generate $29.9B in cumulative revenues between FY25 &amp; FY34 yet LEGN trades for 0.16X this estimate where the 2 were acquired at 0.41X &amp; 0.69X their like projections. 
 
FWIW LEGN generates lower gross margins but because they are a 50/50 partner with $JNJ at what point do they need to consider what is best for shareholders. 
 
Also FWIW ITCI &amp; IMGN were acquired at the highest revenue multiples of all recent peer commercial-stage bio M&amp;A transactions over the last 5 years. 
 
Put simply, this may not be an apples to apples comparison but any feedback from LEGN investors would be humbly appreciated.

Patience

SendingTheWolf

Daniel Zedek

StockTwits Web

Legend Biotech

Intra-Cellular Therapies Inc

Immunogen, Inc.

Johnson & Johnson

 actual FY23 & FY24 as well as FY25 - FY34 analyst consensus revenue estimates to the like projected revenues as prepared by 

 management when both were acquired recently. 
 
Analysts project LEGN to generate $29.9B in cumulative revenues between FY25 & FY34 yet LEGN trades for 0.16X this estimate where the 2 were acquired at 0.41X & 0.69X their like projections. 
 
FWIW LEGN generates lower gross margins but because they are a 50/50 partner with 

 at what point do they need to consider what is best for shareholders. 
 
Also FWIW ITCI & IMGN were acquired at the highest revenue multiples of all recent peer commercial-stage bio M&A transactions over the last 5 years. 
 
Put simply, this may not be an apples to apples comparison but any feedback from LEGN investors would be humbly appreciated.

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Incyte Corp.

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Syndax Pharmaceuticals Inc

NASDAQ Biotechnology

UroGen Pharma Ltd

Iovance Biotherapeutics Inc

Day One Biopharmaceuticals Inc

Night Owl Biotech Research

@Night_Owl_Biotech  
 
Legend Biotech is a very very intresting company. Glad you are raising awareness for this under the radar stock.

  
 
Legend Biotech is a very very intresting company. Glad you are raising awareness for this under the radar stock.

Heron Therapeutics Inc

Mereo Biopharma

Autolus Therapeutics Ltd - ADR

New Fortress Energy Inc

Gossamer Bio Inc

Applied Therapeutics Inc

Adc Therapeutics SA

@Night_Owl_Biotech  A few things to consider beyond just revenue:

First, gross margin is important—CAR-T therapies like those from Legend are significantly more expensive to manufacture compared to alternatives like ADCs.

Second, there are geopolitical concerns. While I believe Legend is relatively insulated, its parent company, GenScript, owns 47.5% and has been flagged under the BIOSECURE Act due to its China affiliation—this could introduce risk amidst ongoing U.S.-China tensions.

Finally, even though LEGN has first mover advantage competition is intensifying. Companies like $ACLX  are advancing therapies with potentially better safety profiles that could challenge Legend’s position in the market.

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Arcellx Inc

  A few things to consider beyond just revenue:

First, gross margin is important—CAR-T therapies like those from Legend are significantly more expensive to manufacture compared to alternatives like ADCs.

Second, there are geopolitical concerns. While I believe Legend is relatively insulated, its parent company, GenScript, owns 47.5% and has been flagged under the BIOSECURE Act due to its China affiliation—this could introduce risk amidst ongoing U.S.-China tensions.

Finally, even though LEGN has first mover advantage competition is intensifying. Companies like 

  are advancing therapies with potentially better safety profiles that could challenge Legend’s position in the market.