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SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

The company is experiencing a significant rally following news of extended capital runway and an increased equity line of credit, which bulls interpret as a catalyst for a short squeeze given the high cost to borrow. Community chatter heavily references its history of extreme volatility and past triple-digit runs, with intense debate between those anticipating further upward movement and those warning of a collapse.

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 following a significant stock drop driven by investor concerns over its record $200 billion capital expenditure guidance for 2026, primarily earmarked for AI and cloud infrastructure. The community is split, with many buying the dip and viewing the investment as a strategic long-term play in the AI arms race, while others remain cautious about immediate profitability.

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 experiencing a significant rebound driven by CEO Jensen Huang's bullish remarks on insatiable AI demand and the necessity of massive capital expenditures from major hyperscalers, igniting intense community discussion on the sustainability of this rally following a volatile week.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending as the community reacts to the company's unexpected forecast of its first-ever quarterly operating profit, fundamentally challenging the long-standing bear thesis of a "cash-burning machine." Alongside this significant financial milestone, discussions are also buzzing about NIO approaching its 100 millionth battery swap, a testament to its unique service model, though some speculate on options-related price suppression amidst a broader market downturn.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is experiencing a dramatic rebound from recent lows, igniting a community debate about whether this surge is a genuine reversal or a "dead cat bounce" driven by algorithmic buying and the perceived manipulation by market makers. Sentiment is split between those celebrating "roasted bears" and those wary of a potential "bull trap" ahead, especially with discussions around large institutional movements and AI-related spending in big tech.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the Platform and Devices segments. The Platform segment includes digital advertising and related services including the demand-side platform and content distribution services such as subscription and transaction revenue shares, media and entertainment promotional spending, the sale of premium subscriptions, and the sale of branded channel buttons on remote controls. The Devices segment is involved in the sale of streaming players, audio products, smart home products, and accessories that are sold through retailers and distributors, as well as directly to customers through the company’s website. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku is a trending topic after receiving numerous analyst upgrades and positive commentary citing expanding platform ad revenue and market share, which is fueling speculation about its long-term potential and M&A opportunities, despite some community frustration over its volatile price action.

Bill Holdings, Inc. engages in the provision of cloud-based software solutions. The firm simplifies, digitizes, and automates complex back-office financial operations for small and midsize businesses. Its software helps customers generate and process invoices, streamline approvals, send and receive payments, sync with their accounting systems and manage their cash. The company was founded by Rene Lacertea in April 2006 and is headquartered in San Jose, CA.

BILL Holdings Inc

Bill.com Holdings Inc

Amid swirling rumors of a potential buyout, Bill.com Holdings Inc. is a hot topic, with activist investors like Starboard, Elliott, and Barington Capital actively pushing for a sale. The community is speculating on acquisition prices, believing the fintech platform's recent earnings beats and market position warrant a significant premium.

Liberty Global Ltd. engages in the provision of communications services. It offers broadband, video, and mobile communication solutions. It operates through the following segments: Sunrise, Telenet, VM Ireland, and Central and Other. The company was founded on July 27, 2022, and is headquartered in Hamilton, Bermuda.

Liberty Global Ltd - Ordinary Shares - Class B

Liberty Global plc - Ordinary Shares - Class B

Liberty Global's Class B shares are experiencing extreme volatility following a newly announced five-year AI partnership with Google Cloud, prompting a divided community discussion between those anticipating a massive short squeeze reminiscent of other recent Class B stock runs and those cautioning against a pump and dump.

Molina Healthcare, Inc. engages in the provision of health care services. It operates through the following segments: Medicaid, Medicare, Marketplace, and Other. The company was founded by C. David Molina in 1980 and is headquartered in Long Beach, CA.

Molina Healthcare Inc

Molina Healthcare is trending after a substantial quarterly loss and sharply reduced future earnings guidance, triggering a significant sell-off and fierce debate among investors over whether the stock is oversold or facing sustained challenges across its healthcare programs.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is experiencing an unexpected and vigorous broad-market rally, leading to widespread community discussion about whether this surge is a genuine short squeeze or a deceptive bull trap. Many traders are questioning if market makers and algorithms are orchestrating the move to burn bearish positions after a week of downward pressure.

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Commercial-stage oncology focused bios, as a peer group, continue to trade at meaningfully lower revenue multiples than non-oncology. 
 
The attached table includes all new comm&#39;l-stage bios with first approvals since 1/1/2020. Oncology includes those with market caps ranging from $700MM to $6B. Non-oncology includes those with market caps ranging from $1 to $7.5B. 
 
Note the average &amp; median Year 4 &amp; 10-year revenue multiples in the oncology peer group are roughly 30-40% lower than non-oncology. Back in the day (pre-2019), oncology traded higher as noted by Centerview Partners in their written fair value opinion on the Tesaro acquisition. Centerview noted oncology traded at multiples, very roughly, 10% higher than non-oncology. 
 
$SNDX is anticipated to generate 10-year revenues consistent with non-oncology at almost 2X a higher market cap 
 
$BCRX uses enterprise value (as does PHAT) &amp; is one of the few lower than SNDX 
 
$ARDX &amp; $PHAT have limited patent lives (as we understand it) 
 
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Syndax Pharmaceuticals Inc

Biocryst Pharmaceuticals Inc.

Ardelyx Inc

Phathom Pharmaceuticals Inc

Kiniksa Pharmaceuticals Ltd - Ordinary Shares - Class A

Commercial-stage oncology focused bios, as a peer group, continue to trade at meaningfully lower revenue multiples than non-oncology. 
 
The attached table includes all new comm'l-stage bios with first approvals since 1/1/2020. Oncology includes those with market caps ranging from $700MM to $6B. Non-oncology includes those with market caps ranging from $1 to $7.5B. 
 
Note the average & median Year 4 & 10-year revenue multiples in the oncology peer group are roughly 30-40% lower than non-oncology. Back in the day (pre-2019), oncology traded higher as noted by Centerview Partners in their written fair value opinion on the Tesaro acquisition. Centerview noted oncology traded at multiples, very roughly, 10% higher than non-oncology. 
 


 is anticipated to generate 10-year revenues consistent with non-oncology at almost 2X a higher market cap 
 
