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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 the top trending stock as investors fiercely debate whether its upcoming earnings will validate the immense AI sector enthusiasm or trigger a 'sell the news' event, with many believing its performance will heavily influence the broader market's short-term direction.

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 trending following its recent earnings, which showed a revenue decline but emphasized a strategic pivot to high-power AI data centers with new GaN and SiC solutions. The community is actively discussing the technology's critical role in addressing AI's escalating energy demands, with significant anticipation for definitive, revenue-generating contracts from hyperscalers like NVIDIA.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is experiencing a significant surge following a strong Q4 earnings report that exceeded expectations and showcased robust USDC adoption, fueling widespread discussion of a short squeeze and its long-term potential as a core financial infrastructure as stablecoin regulatory clarity is anticipated. However, a divided community also highlights concerns regarding its valuation and sustainability amid the rapid climb.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending amid a significant stock price decline, fueling community debate over broader software sector weakness and perceived threats from AI, contrasted by conviction from investors who highlight strong fundamentals, strategic AI pivots, and upcoming earnings as catalysts for a major rebound and short squeeze.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is trending after its experimental Friedreich's ataxia treatment received FDA Breakthrough Therapy designation, with the agency open to accelerated approval using a novel biomarker. The community is buzzing with high price targets and buyout speculation, navigating discussions around potential future dilution and the drug's safety profile.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is a hot topic following activist investor Jana Partners' reported stake and mixed Q4 earnings, with community sentiment sharply divided between those who see a "massively undervalued" fintech leader on the cusp of a turnaround and skeptics concerned about sector headwinds and debt. Discussions also center on aggressive call buying and ongoing insider accumulation as signs of potential future upside for the stock.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

A robust earnings report, featuring beats on revenue and earnings per share, alongside strong same-store sales and ambitious plans for new restaurant openings, is driving significant bullish sentiment for CAVA; the community is actively debating its potential for a short squeeze and sustained growth versus its high valuation compared to peers.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is actively discussed following its report of robust revenue growth and record contract value, alongside expanding AI-driven partnerships in precision oncology. Despite mixed views on its path to profitability and valuation, high short interest and notable investor accumulation are fueling speculation of a potential short squeeze.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

ODDITY Tech is seeing a surge in conversation following its announcement of a $150 million share buyback program and raised Q2 guidance, which is fueling investor hopes for a short squeeze and a rebound from prior declines linked to an unexpected marketing glitch.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending amidst robust growth, exemplified by its 30,000+ stores and over 40 million Spring Festival customers, coupled with the end of aggressive pricing from competitors signaling potential margin expansion. The community is actively discussing its significantly undervalued position compared to peers, with strong anticipation for upcoming earnings and hopes for a major exchange relisting to unlock its substantial long-term potential.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

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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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Commercial-stage oncology focused M&amp;A has been active with 6 acquisitions YTD (still 3.5 weeks left), 4 in FY24 &amp; 5 in FY23. They are averaging more than 1 per quarter (right side of the attachment). 
 
In May 24 MACK was technically an exit but via CVR payout so after Ono acquired DCPH in April via traditional M&amp;A, there was a 10 month dry spell. 
 
Our investment club believes there will be an acquisition before JP Morgan, most likely SNDX by INCY. We&#39;re speculating so of course we c/b wrong. 
 
The left side of the attachment lists all available &amp; reasonably credible candidates. $KPTI is a textbook example of why bios should exit after FDA approval. Of course KPTI may work out with 2 major reads next year (they know it works in endometrial). Because they&#39;ve waited this long we believe there&#39;s no chance they sell but again o/c we c/b wrong. Same with $FENC but at least they tried 
 
Our other most likely candidates include (in order) 
 
$URGN &amp; $ZYME  
$DCTH by March (3 years since the P/E financing)

Patrick

Paula

Gamma

Tony Tony

StockTwits Web

Karyopharm Therapeutics Inc

Fennec Pharmaceuticals Inc

UroGen Pharma Ltd

Zymeworks Inc

Delcath Systems Inc

Commercial-stage oncology focused M&A has been active with 6 acquisitions YTD (still 3.5 weeks left), 4 in FY24 & 5 in FY23. They are averaging more than 1 per quarter (right side of the attachment). 
 
In May 24 MACK was technically an exit but via CVR payout so after Ono acquired DCPH in April via traditional M&A, there was a 10 month dry spell. 
 
Our investment club believes there will be an acquisition before JP Morgan, most likely SNDX by INCY. We're speculating so of course we c/b wrong. 
 
The left side of the attachment lists all available & reasonably credible candidates. 

 is a textbook example of why bios should exit after FDA approval. Of course KPTI may work out with 2 major reads next year (they know it works in endometrial). Because they've waited this long we believe there's no chance they sell but again o/c we c/b wrong. Same with 

 but at least they tried 
 
Our other most likely candidates include (in order) 
 


 by March (3 years since the P/E financing)

iShares Biotechnology ETF

Incyte Corp.

SPDR S&P Biotech ETF

Syndax Pharmaceuticals Inc

NASDAQ Biotechnology

Iovance Biotherapeutics Inc

Day One Biopharmaceuticals Inc

Night Owl Biotech Research

@Night_Owl_Biotech I don’t see anyone buying DCTH until they finish their next 2 trials.

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 I don’t see anyone buying DCTH until they finish their next 2 trials.

Stereotaxis Inc

Ratman

@Ratman44  
 
You don&#39;t think the private equity firms that provided the March 2023 financing would be happy with a $20 per share buyout? That&#39;d be a realized 4X return they can brag about in their pitches to new investors.

  
 
You don't think the private equity firms that provided the March 2023 financing would be happy with a $20 per share buyout? That'd be a realized 4X return they can brag about in their pitches to new investors.

@Night_Owl_Biotech considering it marched to $18 before they mismanaged the estimates.  I doubt they would be happy with $20 after the CHOPIN data and the data just released in Cancer magazine which showed results that made an argument their therapy should be the first  line treatment for liver cancer.  

So would selling that for $20 be a good idea.

 considering it marched to $18 before they mismanaged the estimates.  I doubt they would be happy with $20 after the CHOPIN data and the data just released in Cancer magazine which showed results that made an argument their therapy should be the first  line treatment for liver cancer.  

So would selling that for $20 be a good idea.

@Ratman44  
 
No, in this case selling for $20 would not be a good idea. I sincerely hear you. 
 
I&#39;m only saying that I&#39;ve worked with some of these private equity firms in my day. To some of them, getting a 4X in 3 years is more than enough (even with more upside on the table). 4X gives them bragging rights allowing them to raise a heck of a lot of more money in their next fund. Of course I could be wrong in this case as I certainly do not know who&#39;s truly in charge at DCTH.  
 
It&#39;s a shame. You should be right 100% of the time. I&#39;m just giving an alternative. 
 
Thank you for the pushback.

  
 
No, in this case selling for $20 would not be a good idea. I sincerely hear you. 
 
I'm only saying that I've worked with some of these private equity firms in my day. To some of them, getting a 4X in 3 years is more than enough (even with more upside on the table). 4X gives them bragging rights allowing them to raise a heck of a lot of more money in their next fund. Of course I could be wrong in this case as I certainly do not know who's truly in charge at DCTH.  
 
It's a shame. You should be right 100% of the time. I'm just giving an alternative. 
 
Thank you for the pushback.

@Night_Owl_Biotech no issues it is always good to look at alternative viewpoints.

Last point, if they were just after a quick buck, why do the 2 new trials they announced?  Why take on added risk of spending all the money and potentially have 1 or both fail? 

They could have just milked all they could out of the one approval and sell.

 no issues it is always good to look at alternative viewpoints.

Last point, if they were just after a quick buck, why do the 2 new trials they announced?  Why take on added risk of spending all the money and potentially have 1 or both fail? 

They could have just milked all they could out of the one approval and sell.