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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell shares are experiencing high volatility following a record-breaking second quarter earnings report that featured a massive AI server backlog and a significant full-year revenue guidance increase. While community sentiment is bullish regarding the AI-driven demand, the stock is facing intense selling pressure and debate over whether the gains are already priced in or subject to algorithmic market manipulation.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology shares are experiencing high volatility following a fiscal first-quarter earnings beat, as traders weigh record revenue growth against analyst concerns regarding margin compression and customer concentration. The community remains largely optimistic about the long-term AI connectivity outlook, with many viewing the recent sharp selloff as a buying opportunity rather than a sign of fundamental weakness.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending following a recent initiation of coverage by Berenberg with a bullish price target and continued investor focus on insider buying activity. While the company's recent BlueBird satellite deployments and upcoming US Mobile commercial partnership provide tailwinds, the stock remains a focal point for debate between traders optimistic about the firm's long-term constellation build-out and skeptics concerned about execution timelines and manufacturing pace.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy shares experienced a significant decline following third-quarter financial results that missed revenue and earnings estimates, driven by lower module deliveries and weaker power generation. While the community expressed frustration over consistent execution challenges and perceived management failures, some traders remain bullish, pointing to the company's long-term sales pipeline and the potential for fuel cell technology to support AI data centers.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is experiencing high trading volume and attention following its fiscal fourth-quarter results, where it beat earnings and revenue expectations while providing positive fiscal 2027 guidance. The community remains divided between bullish sentiment regarding the company's cybersecurity platformization and bearish concerns over its high valuation multiples.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB is experiencing significant volatility following its earnings report, where a solid beat-and-raise was overshadowed by investor disappointment regarding the growth rate of its Atlas product. While some traders view the resulting price decline as a buying opportunity based on strong fundamentals and AI potential, others express concern over the lack of growth acceleration and the stock's elevated valuation.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is trending as traders analyze the stock's technical setup, with many looking for a breakout above the $50 level. Discussion is heavily influenced by sympathy moves with peer AI infrastructure stocks, with investors expressing both frustration at recent price stagnation and optimism for potential upside based on data center demand.

PG&E Corp. operates as a holding company, which engages in generation, transmission, and distribution of electricity and natural gas to customers. It specializes in energy, utility, power, gas, electricity, solar, and sustainability. The company was founded on November 17, 1995 and is headquartered in Oakland, CA.

PG&E Corp.

PG&E shares are facing pressure following a California legislative setback where a proposed bill to provide wildfire liability relief failed to move forward. Traders are expressing significant uncertainty and disagreement, with some characterizing the stock as "uninvestable" due to unresolved wildfire liability risks, while others view the sell-off as an overreaction and are looking for a potential bounce.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab is trending following strong fiscal second-quarter financial results that beat revenue and earnings estimates, driven by record gross bookings and growth in new customer orders. While the company raised its full-year guidance and reported accelerating adoption of its AI-powered platform, traders are debating the stock's future direction, with some focusing on profit-taking and technical resistance while others emphasize the company's improved sales execution.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending as part of a broader recovery in the space sector, fueled by positive momentum from Rocket Lab's major acquisition news and analyst-led optimism regarding the space economy. Traders are debating whether this represents a sustainable trend reversal or a temporary relief rally following significant recent volatility and sector-wide drawdowns.

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$KALV filed their 14D9 with the SEC last Wednesday. The filing includes, among other things, the financial projection provided Chiesi that of course included an Eckterly revenue forecast. 
 
The attachment compares the revenue forecast prepared by KALV mgmt/BOD to analyst consensus revenue estimates per Seeking Alpha. KALV&#39;s mgmt/BOD prepared 5 &amp; 10-year revenue forecast was roughly 10% lower than analysts. We recall $SLNO mgmt/BOD prepared revenue forecast was lower but it&#39;s our experience the variance is usually the other way around. 
 
This also means the revenue multiples paid were higher. The SLNO 5-year multiple was 0.70 where KALV&#39;s was 1.02X.  
 
KALV projected a gross margin of 87.4% over the first 10 years of Eckterly&#39;s launch. 
 
As always, this is not investment advice. We&#39;re merely sharing analysis. 
 
$XBI $IBB

derp derp

Carter1608

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KalVista Pharmaceuticals Inc

Soleno Therapeutics Inc

SPDR S&P Biotech ETF

iShares Biotechnology ETF

 filed their 14D9 with the SEC last Wednesday. The filing includes, among other things, the financial projection provided Chiesi that of course included an Eckterly revenue forecast. 
 
The attachment compares the revenue forecast prepared by KALV mgmt/BOD to analyst consensus revenue estimates per Seeking Alpha. KALV's mgmt/BOD prepared 5 & 10-year revenue forecast was roughly 10% lower than analysts. We recall 

 mgmt/BOD prepared revenue forecast was lower but it's our experience the variance is usually the other way around. 
 
This also means the revenue multiples paid were higher. The SLNO 5-year multiple was 0.70 where KALV's was 1.02X.  
 
KALV projected a gross margin of 87.4% over the first 10 years of Eckterly's launch. 
 
As always, this is not investment advice. We're merely sharing analysis. 
 


Night Owl Biotech Research

@Night_Owl_Biotech We got ripped off at $27

RainyDayFund

@RainyDayFund  
 
I&#39;m not so sure I&#39;d agree with you. Recent peer 5-year M&amp;A multiples (DAWN, ALKS &amp; FOLD) were roughly 0.90X versus 1.02X for KALV. Recent peer 10-year multiples were 0.28 - 0.35X &amp; KALV got 0.38X. Using these recent transactions as peers/comps, KALV did better than all 3.  
 
I&#39;d add KALV&#39;s projected gross margins were 87% where all 3 peers generated higher gross margins making the KALV&#39;s multiples more impressive. 
 
On the other hand, in a million years I&#39;ll never understand why KALV management/BOD provided Chiesi an Eckterly revenue forecast that was lower than analyst consensus. That&#39;s where you have every right to be disappointed, if not outright angry. 
 
Hey man remember WTF do I know. FWIW only.

TwongStocks

  
 
I'm not so sure I'd agree with you. Recent peer 5-year M&A multiples (DAWN, ALKS & FOLD) were roughly 0.90X versus 1.02X for KALV. Recent peer 10-year multiples were 0.28 - 0.35X & KALV got 0.38X. Using these recent transactions as peers/comps, KALV did better than all 3.  
 
I'd add KALV's projected gross margins were 87% where all 3 peers generated higher gross margins making the KALV's multiples more impressive. 
 
On the other hand, in a million years I'll never understand why KALV management/BOD provided Chiesi an Eckterly revenue forecast that was lower than analyst consensus. That's where you have every right to be disappointed, if not outright angry. 
 
Hey man remember WTF do I know. FWIW only.