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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is experiencing a sharp sell-off after missing Q4 earnings and revenue estimates, issuing a weak 2026 outlook, and announcing a CEO transition. The community is sharply divided between those who see the significant price drop as an overreaction, highlighting its low valuation, new dividend, and substantial buybacks, and those who view it as a 'falling knife' signaling deeper issues with execution and competition in the fintech sector.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is seeing heightened activity ahead of its earnings report, driven by investor division over regulatory pressures like European teen social media bans and ongoing debate around its CEO's performance. While some express frustration, many in the community believe the stock is undervalued given its user base and the long-term potential of its Specs Inc. AR glasses, leading to significant short-term price volatility.

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 following a strong earnings report that highlighted accelerating revenue growth, particularly in its U.S. commercial sector, and optimistic forward guidance, reinforcing its standing as a significant AI platform provider. Community sentiment is divided, with many celebrating its market position and growth momentum, while others remain cautious about its valuation and potential price fluctuations.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma ($FIG) is experiencing a steep decline to new lows, sparking intense debate amidst significant insider and VC selling following post-IPO lock-up expirations. While many in the community express alarm over its rapid devaluation and question its future in an AI-evolving software landscape, others view the sharp pullback as an oversold opportunity for a leading design platform.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is drawing attention after its subsidiary secured a $5.6 billion U.S. Army contract, though the stock is caught in a wider software sector sell-off as the community actively discusses whether AI will disrupt or instead bolster the company's deeply integrated enterprise solutions.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is gaining attention after a period of weakness, driven by fresh analyst upgrades and significant AI partnerships with Google and Microsoft, leading community sentiment to highlight its potential as an oversold opportunity ahead of earnings.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

WULF is soaring after announcing the acquisition of two strategic sites, more than doubling its digital and power capacity to 2.8 GW, a move seen as a significant acceleration into AI and high-performance computing. Investors are aggressively discussing a potential short squeeze and a major re-valuation as the company pivots to meet hyperscaler demand.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending amidst a strategic push into AI infrastructure, underscored by its completed Celestial AI acquisition and significant partnerships with Microsoft and Amazon for custom chips, fueling a community divide between palpable frustration over persistent stock underperformance and strong conviction in its deep undervaluation and future AI growth.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is experiencing sharp volatility and a polarized community discussion, as recent market declines spark debate between those anticipating a V-shape recovery and others profiting from puts amid concerns over the AI sector's stability following reports of OpenAI's dissatisfaction with chip performance.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending after its Q4 net loss, primarily due to digital asset depreciation, leading to short-term community frustration and selling. However, many investors are focused on the on-track progress and massive potential of its Helios data center, reinforced by recent capacity approvals and NVIDIA's investment in its key client, CoreWeave, as the core long-term value driver amidst calls for the company to emphasize its AI infrastructure pivot.

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History suggests it is likely a visible biopharma M&amp;A transaction will be announced Monday morning concurrent with the start of the annual JPM Healthcare Conference. 
 
Specifically, we&#39;re really hoping Incyte will announce they are buying $SNDX Monday morning but any commercial-stage oncology focused bio M&amp;A would be nice. SNDX traded lower today which, by itself, does not suggest a SNDX acquisition is imminent. However, as noted on the attachment, today was not a good day for valuations in this peer group. Hence SNDX traded more or less consistent with its peers 
 
Of the 15 commercial-stage oncology focused bios with market caps ranging from $500MM to $1B, 13 traded lower today, even though the $XBI was up. 
 
We also think $URGN &amp; $NUVB are decent candidates for an exit Monday. We are unaware of any commercial-stage bio (oncology or non) announced mid week during JPM, at least going back to FY2017. 
 
$ZYME ? 
 
This is not investment advice.

Jonny Doom And Gloom

Jeff Conroy

Damian

RandomInvestor777

Daniel Zedek

StockTwits Web

Syndax Pharmaceuticals Inc

SPDR S&P Biotech ETF

UroGen Pharma Ltd

Nuvation Bio Inc - Ordinary Shares - Class A

Zymeworks Inc

History suggests it is likely a visible biopharma M&A transaction will be announced Monday morning concurrent with the start of the annual JPM Healthcare Conference. 
 
Specifically, we're really hoping Incyte will announce they are buying 

 Monday morning but any commercial-stage oncology focused bio M&A would be nice. SNDX traded lower today which, by itself, does not suggest a SNDX acquisition is imminent. However, as noted on the attachment, today was not a good day for valuations in this peer group. Hence SNDX traded more or less consistent with its peers 
 
Of the 15 commercial-stage oncology focused bios with market caps ranging from $500MM to $1B, 13 traded lower today, even though the 

 are decent candidates for an exit Monday. We are unaware of any commercial-stage bio (oncology or non) announced mid week during JPM, at least going back to FY2017. 
 


iShares Biotechnology ETF

Incyte Corp.

NASDAQ Biotechnology

Iovance Biotherapeutics Inc

Day One Biopharmaceuticals Inc

Night Owl Biotech Research

@Night_Owl_Biotech I can&#39;t tell you when it will happen but incy has to buy sndx, just has to. I don&#39;t think the CEO of nuvb will sell. I&#39;m long both.

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 I can't tell you when it will happen but incy has to buy sndx, just has to. I don't think the CEO of nuvb will sell. I'm long both.

Invivyd Inc

Agenus Inc

uniQure NV

CervoMed Inc

ARS Pharmaceuticals Inc

Gain Therapeutics Inc

aTyr Pharma, Inc

@Night_Owl_Biotech @Night_Owl_Biotech I greatly appreciate your sentiment and agree there will perhaps be some M and A activity at conference. However, the likelihood of this happening for SNDX or other co&#39;s you mentioned is so low-no matter how much I wish it were so. There are so many possible deals. If you were to be correct about SNDX-I will preach about your insights to anyone who will listen for a long time..... 
Assuming it doesn&#39;t happen-what do you think SNDX will have to say that the street doesn&#39;t already know? If nothing new-could it be a sell the news or lack thereof news situation? Or will they gain traction from spreading the amazing story?  
I completely agree with the synergies you&#39;ve outlined for INCY and SNDX- But I&#39;ve never seen these things happen in a timeline I expect. 
Thanks for all the great information.

 I greatly appreciate your sentiment and agree there will perhaps be some M and A activity at conference. However, the likelihood of this happening for SNDX or other co's you mentioned is so low-no matter how much I wish it were so. There are so many possible deals. If you were to be correct about SNDX-I will preach about your insights to anyone who will listen for a long time..... 
Assuming it doesn't happen-what do you think SNDX will have to say that the street doesn't already know? If nothing new-could it be a sell the news or lack thereof news situation? Or will they gain traction from spreading the amazing story?  
I completely agree with the synergies you've outlined for INCY and SNDX- But I've never seen these things happen in a timeline I expect. 
Thanks for all the great information.

SELLAS Life Sciences Group Inc

Aurinia Pharmaceuticals Inc

Peter Mitchell

@Night_Owl_Biotech I expect more deals announced than a year ago, but not necessarily with commercial-stage companies. I were to make a single bet, I&#39;d say $MLYS.

Wink Martindale

Mineralys Therapeutics Inc

 I expect more deals announced than a year ago, but not necessarily with commercial-stage companies. I were to make a single bet, I'd say 