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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 is trending as investors weigh strong services revenue and buybacks against concerns regarding iPhone sales, high valuations, and potential headwinds from China. The community is sharply divided, with bulls pointing to the company's defensive strength as a safe haven, while bears argue the valuation is stretched and overly reliant on past performance without sufficient AI-driven innovation.

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 sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, 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 as investors await its latest earnings report, with the community actively debating whether its substantial AI-related capital expenditures will translate into sustainable cloud growth or drag on future profitability. Sentiment remains heavily divided, as bulls point to strong AWS momentum and cloud demand, while bears voice concerns over negative free cash flow and the potential for a volatile post-earnings price swing.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit shares are experiencing significant volatility following reports that the company is renegotiating its AI data licensing deal with Google, fueling investor concerns over potential traffic headwinds. While some market participants see this as a high-stakes negotiation for better terms, the broader community remains divided, with active debates centered on the long-term value of the platform's data versus the risks of restricted search visibility.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending as investors weigh the implications of the company pausing its Bitcoin purchases for five consecutive weeks while simultaneously raising over half a billion dollars through share sales. The community remains deeply divided, with bulls viewing the cash reserves as a strategic buffer and bears expressing concern over potential dilution and the stock's lack of recent Bitcoin accumulation.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is surging as traders react to positive signals regarding the CLARITY Act and a broader recovery in the crypto markets. The community is actively debating whether this breakout marks a sustainable reversal or if it will face the typical retracements seen in previous volatility.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is seeing intense volatility as investors weigh the company's critical role in the optical infrastructure supply chain against broader semiconductor market cooling and concerns over share dilution. While community sentiment remains divided between bulls focused on the company's long-term backlog and indium phosphide manufacturing capacity and bears highlighting technical overextension and geopolitical export risks, the stock continues to be heavily influenced by shifts in AI capital expenditure narratives.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is facing heightened market anticipation and volatility as investors look beyond recent delivery successes to seek clarity on R2 production ramps, gross margins, and long-term autonomous strategy during the upcoming earnings call. The community remains deeply divided, with bulls pointing to the company's vertically integrated technology and strong R2 demand, while bears remain focused on persistent cash burn and potential production bottlenecks.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is seeing heightened volatility and intense community debate as investors weigh a new $3 billion stock buyback program against ongoing concerns regarding user engagement, age-verification regulations, and platform safety. The stock remains a battleground between long-term bulls highlighting its massive user ecosystem and short-sellers who continue to target the company over persistent profitability challenges and legal headwinds.

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 trending after securing marketing authorization in the UAE for its lead therapy, ANKTIVA, marking the broadest approval to date for bladder cancer indications and metastatic lung cancer. The community is actively discussing this global regulatory momentum as a catalyst for a potential short squeeze, highlighting frustration with the U.S. FDA's slower pace relative to international health agencies.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing intense volatility as investors weigh aggressive AI infrastructure expansion against a wave of forced liquidations and broader sector-wide selling. The community is sharply divided between bulls defending the company's long-term power and compute backlog and bears capitalizing on technical breakdowns and concerns over leverage.

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The attached graph compares $NUVB analyst consensus revenue estimates to the same for $MRUS as of the day MRUS was acquired by $GMAB for  an enterprise value of roughly $7.3B. We also noted MRUS management/BOD revenue projections were 2X higher than analysts (which may be absurd for all we know). 
 
Analysts forecast NUVB to generate roughly 80% of the revenues analysts project MRUS to generate at peak. NUVB market cap is roughly 40% of MRUS&#39;s EV. NUVB also has roughly $500MM cash at 9/30/2025. 
 
This is not investment advice as NUVB may be wildly overhyped for all we know. NUVB analyst revenue projections may also be fiction. We are merely sharing comparative data points. It is quite possible NUVB loses 70-80% of its market cap over the next 6 months. 
 
If NUVB is smart &amp; pro-shareholder, it will seek an exit while its valuation has already soared. 
 
$XBI $IBB

Thatbull92

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Nuvation Bio Inc - Ordinary Shares - Class A

Merus N.V

Genmab - ADR

SPDR S&P Biotech ETF

iShares Biotechnology ETF

 analyst consensus revenue estimates to the same for 

 for  an enterprise value of roughly $7.3B. We also noted MRUS management/BOD revenue projections were 2X higher than analysts (which may be absurd for all we know). 
 
Analysts forecast NUVB to generate roughly 80% of the revenues analysts project MRUS to generate at peak. NUVB market cap is roughly 40% of MRUS's EV. NUVB also has roughly $500MM cash at 9/30/2025. 
 
This is not investment advice as NUVB may be wildly overhyped for all we know. NUVB analyst revenue projections may also be fiction. We are merely sharing comparative data points. It is quite possible NUVB loses 70-80% of its market cap over the next 6 months. 
 
If NUVB is smart & pro-shareholder, it will seek an exit while its valuation has already soared. 
 


Night Owl Biotech Research

@Night_Owl_Biotech this will grow 400 to 600 % short and get squeezed.

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 this will grow 400 to 600 % short and get squeezed.

Jean-Francois Borie

@Night_Owl_Biotech $NUVB 3 -man team could do better fundamentals researching in underlined ticker for possible M&amp;A predictions multiple times per week. 
I failed to see you show any basic Due Diligence in any of your 14 cross tagged posts targeted at $NUVB. Don’t know what you shoot at but guess You and the other 2 team members are AI generated biotch lottery picker going on ST for bites? So I bite one last time. 
With all due respect, what’s your reasoning to predict 70-80 % fall back in next 6 Months for $NUVB?

Martin Speed

PiedPiper

$NUVB @Night_Owl_Biotech 
Hope to get your attention!!! 

https://stocktwits.com/Bio_Invest101/message/638730228

Long Only

 3 -man team could do better fundamentals researching in underlined ticker for possible M&A predictions multiple times per week. 
I failed to see you show any basic Due Diligence in any of your 14 cross tagged posts targeted at 

. Don’t know what you shoot at but guess You and the other 2 team members are AI generated biotch lottery picker going on ST for bites? So I bite one last time. 
With all due respect, what’s your reasoning to predict 70-80 % fall back in next 6 Months for 

@Night_Owl_Biotech las ventas al ritmo de crecimiento de sus clientes para el 2026 deberian rondar los 340 m siendo conservador y solo con EEUU. No tienen mucho sentido las proyecciones de ventas que haces. Analiza teniendo en cuenta que los ingresos son acumulativos. El año que viene ya generaria ebitda.

 las ventas al ritmo de crecimiento de sus clientes para el 2026 deberian rondar los 340 m siendo conservador y solo con EEUU. No tienen mucho sentido las proyecciones de ventas que haces. Analiza teniendo en cuenta que los ingresos son acumulativos. El año que viene ya generaria ebitda.