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Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple's stock is trending due to post-earnings volatility, with initial after-hours gains fading quickly. Community discussions revolve around whether the stock can hold its gains, especially with concerns about iPhone sales and China revenue. Some traders believe the stock is overvalued, while others are optimistic about future growth.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

RAGE CRYPTO is trending as users rally around the revival of the classic Rage Guy meme and its on-chain presence. The community is expressing strong conviction in the project, emphasizing its organic growth and long-term potential, while eagerly anticipating potential verification on Moonshot.

$WAGMI is a community-driven meme token built on the Solana blockchain, designed to bring positivity, unity, and humor into the crypto space. The project encourages community engagement through memes, social interaction, and token-based activities. It leverages Solana’s fast and low-cost infrastructure to allow for smooth on-chain interactions, such as token transfers, community games, and NFT integration. The goal is to foster a fun, inclusive ecosystem where holders feel they are part of a larger movement – "We Are Gonna Make It."

WAGMI

WAGMI is trending as community members express bullish sentiment, particularly regarding its strong base and potential. Some are watching for increased volume in $SOL to trigger a breakout for WAGMI, while others believe in the coin's long-term vision.

This is a legacy token commemorating the pseudonym Satoshi Nakamoto.

Satoshi Nakamoto

$SATOSHI is trending as the community rallies around the tokenization of the pseudonymous Bitcoin creator, Satoshi Nakamoto, emphasizing the narrative's significance and potential. The community buzzes about an upcoming feature on the Mario Nawfal space, anticipating increased attention and a potential price surge. Many believe $SATOSHI represents the spirit of crypto and is destined to become a blue-chip meme coin.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending as investors digest recent earnings and forward guidance, particularly around Bitcoin holdings and a $150K year-end target. Community chatter highlights the potential for a short squeeze and S&P 500 inclusion, while some express skepticism about the company's business model and reliance on Bitcoin's performance.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending as it approaches all-time highs, driven by community excitement and anticipation for upcoming earnings. Bullish sentiment is fueled by the stock's perceived momentum and potential for a stock split, while bears cite valuation concerns and potential for a correction. The community is closely watching for news related to government contracts and AI partnerships.

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's stock is trending amid discussions about its earnings report and increased spending on AI, sparking mixed reactions from the community. Some investors express concerns over the heavy capital expenditures despite strong cloud growth, while others view the dip as a buying opportunity, citing the company's long-term potential and strategic positioning in the AI sector. Community members are actively debating the implications of the earnings results and the path forward for MSFT.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending due to strong Q3 earnings, particularly driven by growth in AWS and advertising services, leading to a surge in market cap. The community is actively discussing potential price targets, with many analysts raising their outlook, while some debate whether the gains are sustainable. There is also discussion around the company's AI strategy and its impact on future growth.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx is trending as investors discuss recent earnings, a raised revenue forecast for IBSRELA, and a new pipeline program; potential analyst upgrades may also be contributing. Community talking points include optimism about growth and profitability, as well as debate on the impact of the CMS legal battle and management decisions on valuation. Some traders mention a possible short squeeze due to high short interest.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

Lumen Technologies is trending as community members discuss the company's strong free cash flow and potential AI infrastructure play, especially highlighting its partnership with Palantir. Bulls are optimistic about Lumen's future, citing insider buying and potential for significant growth. Some traders caution about debt levels and potential consolidation after the recent surge.

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The attached table compares $SNDX actual product sales by quarter post FDA approval/launch versus a handful of peers that exited via M&amp;A &amp; those still independent (both peer groups trade at meaningfully larger valuations). 
 
SNDX sub-totaled sales are all Revuforj + half of Niktimvo 
 
If the message is not painfully obvious, it is apparent that SNDX product sales are competitive with all of the subject peers yet SNDX trades at a fraction of their valuation. These are not projections nor analyst forecasts. These are valuations as multiples of actual sales. 
 
SNDX will report Revuforj Q3 2025 sales (its 4th quarter on the market) this coming Monday. 
 
All peers, especially $TGTX $ARQT $TARS have pipelines, just like SNDX, that may add valuation in the future making comparisons to actuals mis-leading. This is not investment advice. 
 
$XBI

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Syndax Pharmaceuticals Inc

TG Therapeutics Inc

Arcutis Biotherapeutics Inc

Tarsus Pharmaceuticals Inc

SPDR S&P Biotech ETF

 actual product sales by quarter post FDA approval/launch versus a handful of peers that exited via M&A & those still independent (both peer groups trade at meaningfully larger valuations). 
 
SNDX sub-totaled sales are all Revuforj + half of Niktimvo 
 
If the message is not painfully obvious, it is apparent that SNDX product sales are competitive with all of the subject peers yet SNDX trades at a fraction of their valuation. These are not projections nor analyst forecasts. These are valuations as multiples of actual sales. 
 
SNDX will report Revuforj Q3 2025 sales (its 4th quarter on the market) this coming Monday. 
 
All peers, especially 

 have pipelines, just like SNDX, that may add valuation in the future making comparisons to actuals mis-leading. This is not investment advice. 
 


Night Owl Biotech Research

@Night_Owl_Biotech Great chart and comp - thanks

Dan C

Winning

@Night_Owl_Biotech it would be nice to see some revenue guidance from the management for the upcoming year, now that they have their last imminent indication approved.

 it would be nice to see some revenue guidance from the management for the upcoming year, now that they have their last imminent indication approved.