SPDR Dow Jones Industrial Average ETF

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.

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.

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.

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.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark is generating significant discussion as investors grapple with its recent disappointing Q1 financial performance, yet remain intrigued by management's strategic pivot into AI/HPC data centers, evidenced by a key Texas land acquisition, all while navigating a volatile cryptocurrency market.

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.

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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$CYTK got its long awaited approval last Friday after the close. 
 
Attached is a worksheet that compares CYTK&#39;s valuation as a multiple of 10-year analyst consensus revenue estimates versus 4 peer M&amp;A exits (peers being those with similar revenue projections). 
 
We do not have any information on CYTK&#39;s anticipated gross profit margin but the 4 peers forecast gross margins in the mid-90s. 
 
On first glance it appears CYTK&#39;s valuation appears a tad rich when compared to M&amp;A valuations of peers like $ISEE &amp; $VRNA  with similar 10-year revenue projections. Any CYTK pipeline valuation would/should manifest in longer term revenue forecasts. 
 
We do not know much about CYTK &amp; would appreciate sincere perspectives from those that do. We read rumors from 18 months ago that Novartis was considering buying CYTK for $100/share. Should CYTK have accepted the offer (if it was even real)? 
 
This is not investment advice. We genuinely want pro-CYTK perspectives. 
 
This is not investment advice. 
 
$XBI $IBB

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Cytokinetics Inc

IVERIC bio Inc

Verona Pharma Plc American Depositary

SPDR S&P Biotech ETF

iShares Biotechnology ETF

 got its long awaited approval last Friday after the close. 
 
Attached is a worksheet that compares CYTK's valuation as a multiple of 10-year analyst consensus revenue estimates versus 4 peer M&A exits (peers being those with similar revenue projections). 
 
We do not have any information on CYTK's anticipated gross profit margin but the 4 peers forecast gross margins in the mid-90s. 
 
On first glance it appears CYTK's valuation appears a tad rich when compared to M&A valuations of peers like 

  with similar 10-year revenue projections. Any CYTK pipeline valuation would/should manifest in longer term revenue forecasts. 
 
We do not know much about CYTK & would appreciate sincere perspectives from those that do. We read rumors from 18 months ago that Novartis was considering buying CYTK for $100/share. Should CYTK have accepted the offer (if it was even real)? 
 
This is not investment advice. We genuinely want pro-CYTK perspectives. 
 
This is not investment advice. 
 


Incyte Corp.

Syndax Pharmaceuticals Inc

NASDAQ Biotechnology

UroGen Pharma Ltd

Iovance Biotherapeutics Inc

Day One Biopharmaceuticals Inc

Night Owl Biotech Research

@Night_Owl_Biotech Camzyos was bought for close to 13 billion I believe and now both the data and the Rems are better here, so a takeout in that range is very possible imo

 Camzyos was bought for close to 13 billion I believe and now both the data and the Rems are better here, so a takeout in that range is very possible imo

SELLAS Life Sciences Group Inc

Sarepta Therapeutics Inc

Biomea Fusion Inc

MoonLake Immunotherapeutics

Abivax - ADR

Nebius Group N.V. 

@ArbVinnie  
 
Thank you very much for the perspective. As I suspect you know better than I do, MYOK was acquired by BMY just after releasing the P3 data...so our tracker do not consider MYOK commercial-stage but it was as a practical manner. 
 
I added MYOK&#39;s multiples for perspective. 
 
Seriously, we&#39;re new to CYTK &amp; only trying to learn. Thank you for the post.

  
 
Thank you very much for the perspective. As I suspect you know better than I do, MYOK was acquired by BMY just after releasing the P3 data...so our tracker do not consider MYOK commercial-stage but it was as a practical manner. 
 
I added MYOK's multiples for perspective. 
 
Seriously, we're new to CYTK & only trying to learn. Thank you for the post.