SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

SPY is trending due to rising market anxiety over significant AI disruption impacting software and cybersecurity stocks, coupled with escalating geopolitical tensions from potential new US tariffs and military action in Iran. The community is actively discussing impending NVDA earnings and Bitcoin volatility as key factors influencing the S&P 500's uncertain path.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending after a sharp stock decline, triggered by an Anthropic blog post touting its AI's ability to automate COBOL modernization, which has ignited community debate over whether this represents a fundamental AI disruption to IBM's legacy services or an overreaction creating a significant buying opportunity.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

HIMS is trending as solid revenue and subscriber growth from its recent earnings are weighed against community concerns over squeezed margins and ongoing legal and regulatory challenges, particularly regarding its compounded GLP-1 offerings, fueling intense debate between bulls and bears.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is trending due to its global collaboration with Astellas on the VIR-5500 oncology program, which includes $335 million in upfront and near-term payments and up to $1.37 billion in potential milestones. This deal, coupled with positive Phase 1 clinical data, has the community buzzing about significant financial terms and a potential short squeeze, although some caution against a typical post-news pullback.

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 (PYPL) is trending following reports of unsolicited takeover interest, with potential suitors reportedly considering acquiring the entire company or specific assets like Venmo. The community is actively discussing the company's perceived undervaluation, anticipating a significant buyout premium given its robust financials and extensive user base.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk shares are sharply lower after its next-generation obesity drug, CagriSema, demonstrated less weight loss than Eli Lilly's rival in a head-to-head trial, sparking community debate over whether the efficacy difference justifies the steep sell-off. Many investors are viewing the decline as a potential buying opportunity, citing the company's strong fundamentals and the positive traction of its oral Wegovy pill in a rapidly expanding market.

Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.

Mastercard Incorporated - Ordinary Shares - Class A

Mastercard Inc

Mastercard is experiencing an "AI scare trade" sell-off following a Citrini Research report suggesting AI agents could disrupt its core interchange revenue model, sparking widespread community debate. While some fear a paradigm shift for legacy finance, others are actively buying the dip, dismissing the threat as overblown given Mastercard's own AI integration efforts, strong earnings, and recent share repurchase program.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is trending due to significant market fears that AI, specifically new tools like Google's Project Genie, poses an existential threat to its game engine business, despite a recent Q4 earnings beat and ongoing internal AI development. The community is sharply divided, with some anticipating further declines while others believe the sell-off is overblown and see Unity's robust ecosystem and upcoming AI features as a strong counter to the disruption narrative.

The Render Network is a leading decentralized GPU compute platform for applications ranging from 3D rendering to machine learning and generative AI.  The network connects node operators looking to monetize their idle GPU compute power with artists and developers looking to scale intensive 3D rendering work and machine learning applications in the cloud. Through a decentralized peer-to-peer network, the Render Network achieves unprecedented levels of scale, speed, and economic efficiency. Facilitated by the Render Network Foundation, the ecosystem empowers artists and developers to build services and applications for the emerging digital economy.

Render Token (SOL)

Render Token is drawing attention following a substantial financing round, which analysts view as a key indicator of its growing influence in the decentralized AI compute and DePIN sectors amid surging GPU demand. The community is actively discussing its foundational utility and potential for significant long-term appreciation.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is highly discussed following its selection for the Missile Defense Agency's SHIELD contract, a significant development for its quantum technology, yet a short report alleging financial irregularities has sparked a polarized debate, with supporters pointing to recent institutional investments and calling for a short squeeze.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 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 
 


 has invited you to join Stocktwits

Commercial-stage oncology &amp; non trading within 1.60X of their 52-week lows. The XBI closed at 1.89X its 52-week low. 
 
$TGTX closed last Friday @ 1.14X its 52-week low (but we were still in shock at the Patriots loss). We&#39;re within 12 months of the subq data read. 
 
$BCRX is an outrage. 11+ years ago BCRX was trading for just under $12/share when Ravipab was approved in 12/2014. If BCRX/Orladeyo analyst consensus are credible &amp; worth a peer M&amp;A revenue multiple, BCRX could perhaps fetch $4B in EV in a M&amp;A exit. Don&#39;t forget BCRX has term liabilities when calculating EV...but still. 
 
$PCRX is trading at 1.1X FY2026 analyst consensus. 
 
$TLX.X reported $800MM in actual (unaudited) FY25 revenues which met their guidance, though their gross margins are 60 - 65% which is not competitive with traditional oncology. 
 
$BMRN jumped from $52 to $62 after announcing the FOLD acq, lost half &amp; has been moving up since JPM. 
 
This is not investment advice but some advisors recommend buying low &amp; selling high.

Uptrending21

Obi Wan Kenobi

ktrader1991

Taylor Eliott

Bryan

Dave Lahr

Vander

Armin

gdesivir

Larry

The Chaddest

strive to unite

Michael

HeadHunter

bob armao

Raja

Robert

StockTwits Web

TG Therapeutics Inc

Biocryst Pharmaceuticals Inc.

Pacira BioSciences Inc

Biomarin Pharmaceutical Inc. - Registered Shares

Commercial-stage oncology & non trading within 1.60X of their 52-week lows. The XBI closed at 1.89X its 52-week low. 
 


 closed last Friday @ 1.14X its 52-week low (but we were still in shock at the Patriots loss). We're within 12 months of the subq data read. 
 


 is an outrage. 11+ years ago BCRX was trading for just under $12/share when Ravipab was approved in 12/2014. If BCRX/Orladeyo analyst consensus are credible & worth a peer M&A revenue multiple, BCRX could perhaps fetch $4B in EV in a M&A exit. Don't forget BCRX has term liabilities when calculating EV...but still. 
 


 is trading at 1.1X FY2026 analyst consensus. 
 


 reported $800MM in actual (unaudited) FY25 revenues which met their guidance, though their gross margins are 60 - 65% which is not competitive with traditional oncology. 
 


 jumped from $52 to $62 after announcing the FOLD acq, lost half & has been moving up since JPM. 
 
This is not investment advice but some advisors recommend buying low & selling high.

iShares Biotechnology ETF

Incyte Corp.

SPDR S&P Biotech ETF

Syndax Pharmaceuticals Inc

NASDAQ Biotechnology

UroGen Pharma Ltd

Iovance Biotherapeutics Inc

Day One Biopharmaceuticals Inc

Night Owl Biotech Research

@Night_Owl_Biotech  The problem is management could care less about shareholders. They see BCRX as their own personal piggy bank. Sometimes it seems like they may be getting kickbacks from institutional short sellers.

Ken F.

  The problem is management could care less about shareholders. They see BCRX as their own personal piggy bank. Sometimes it seems like they may be getting kickbacks from institutional short sellers.

Diageo plc

Glaxosmithkline plc - ADR

Oneok Inc.

Pfizer Inc

Annovis Bio Inc

POET Technologies Inc

@Night_Owl_Biotech  The timing of Sheridan&#39;s purchases and sales appear criminal.

  The timing of Sheridan's purchases and sales appear criminal.

@Paulzk  
 
BCRX is the worst performing commercial-stage non-oncology focused bio (of those with annual product sales of $500MM), as measured by change in share price since first product approval. BCRX traded for just under $12/share back in 12/2014 (11+ years ago) when Ravipab, not Orladeyo, was approved. 
 
This is not an opinion. 
 
BCRX appears the textbook example of the need for consolidation in smaller-cap bio. I still cannot believe they acquired Astria. If you want a laugh, go back &amp; look at the Orladeyo revenue forecast prepared by Astria management (attached). Remember when BCRX promised peak sales of $1B. It is laughable Astria put that back in their face. 
 
FWIW if Orladeyo analyst revenue estimates are credible &amp; if Orladeyo was worth a peer M&amp;A revenue multiple (with Orladeyo patented thru 38 you&#39;d think so), then BCRX is worth $4B in EV in a M&amp;A exit. Clearly, the market has no confidence in BCRX management.

  
 
BCRX is the worst performing commercial-stage non-oncology focused bio (of those with annual product sales of $500MM), as measured by change in share price since first product approval. BCRX traded for just under $12/share back in 12/2014 (11+ years ago) when Ravipab, not Orladeyo, was approved. 
 
This is not an opinion. 
 
BCRX appears the textbook example of the need for consolidation in smaller-cap bio. I still cannot believe they acquired Astria. If you want a laugh, go back & look at the Orladeyo revenue forecast prepared by Astria management (attached). Remember when BCRX promised peak sales of $1B. It is laughable Astria put that back in their face. 
 
FWIW if Orladeyo analyst revenue estimates are credible & if Orladeyo was worth a peer M&A revenue multiple (with Orladeyo patented thru 38 you'd think so), then BCRX is worth $4B in EV in a M&A exit. Clearly, the market has no confidence in BCRX management.

@Night_Owl_Biotech  Hi Owl,  sorry board for being off topic here but curious how you guys evaluate the financial health risk of BCRX vs it&#39;s potential runway in light of  the risk the Astria asset doesn&#39;t perform as expected, Insider selling, debt and losing money...

  Hi Owl,  sorry board for being off topic here but curious how you guys evaluate the financial health risk of BCRX vs it's potential runway in light of  the risk the Astria asset doesn't perform as expected, Insider selling, debt and losing money...

Ault Alliance Inc

Viking Therapeutics Inc

Carvana Co.

enVVeno Medical Corporation

Autolus Therapeutics Ltd - ADR

Adc Therapeutics SA

ESS Tech Inc

Gary Cook

@Flying_Trader2  
 
Attached is a snapshot from the Astria 14D9 filing of the consolidated post-acq financial forecast prepared by Astria&#39;s management &amp; provided BCRX. On the right, we consolidated BCRX &amp; Astria using the Astria generated forecast. By all means, double check our work for yourself. 
 
BCRX generated $50MM cash per quarter the last 2 quarters (or $200MM annualized). My simple point is BCRX, but itself, is profitable (pre-acquisition). 
 
Per Astria, Astria&#39;s FY2026 operating expenses next year will be ~$125MM offset by $34MM in synergies so there&#39;s no risk of a liquidity issue (again using Astria&#39;s data). 
 
If Astria&#39;s forecasts are credible (A BIG IF) then BCRX will be profitable after swallowing Astria. They forecast operating profit (post acquisition) of $165MM next year before the $80MM royalty payment. You can see they forecast profitability in perpetuity thereafter. 
 
Obviously, we cannot predict the insider selling nor its consequence to BCRX&#39;s share price. 
 
I hope that helps.

  
 
Attached is a snapshot from the Astria 14D9 filing of the consolidated post-acq financial forecast prepared by Astria's management & provided BCRX. On the right, we consolidated BCRX & Astria using the Astria generated forecast. By all means, double check our work for yourself. 
 
BCRX generated $50MM cash per quarter the last 2 quarters (or $200MM annualized). My simple point is BCRX, but itself, is profitable (pre-acquisition). 
 
Per Astria, Astria's FY2026 operating expenses next year will be ~$125MM offset by $34MM in synergies so there's no risk of a liquidity issue (again using Astria's data). 
 
If Astria's forecasts are credible (A BIG IF) then BCRX will be profitable after swallowing Astria. They forecast operating profit (post acquisition) of $165MM next year before the $80MM royalty payment. You can see they forecast profitability in perpetuity thereafter. 
 
Obviously, we cannot predict the insider selling nor its consequence to BCRX's share price. 
 
I hope that helps.

@Flying_Trader2  
 
Believe me, I still have issues with BCRX. I&#39;m just pointing out liquidity does not appear to be an issue post Astria. 
 
Just remember, if BCRX does not hit the revenue targets projected by Astria then all bets are off. 
 
We love this stuff so push back

  
 
Believe me, I still have issues with BCRX. I'm just pointing out liquidity does not appear to be an issue post Astria. 
 
Just remember, if BCRX does not hit the revenue targets projected by Astria then all bets are off. 
 
We love this stuff so push back