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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 as retail investors ramp up activity ahead of the upcoming Russell index reconstitution, fueling high expectations for passive institutional inflows. The community is actively discussing the stock's potential graduation to the Russell 1000, while closely monitoring for anticipated global partnership announcements in July that could act as a catalyst for a short squeeze.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is seeing strong investor interest following a newly announced joint research agreement with Honda, which the community views as a major validation of its solid-state battery technology. Investors are actively debating the company's path to commercial scale and the potential for further partnerships, with many highlighting the deal as a critical de-risking event.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing significant market volatility as investors weigh its aggressive revenue growth and high-profile partnerships against concerns over valuation, insider lock-up expirations, and competitive positioning. The community is sharply divided, with bulls pointing to the company's speed-focused architecture as an AI compute breakthrough, while bears are focused on skepticism regarding profitability, reliance on a few key customers, and potential sell-offs following upcoming insider share releases.

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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently facing significant downward pressure and technical breakdowns, leading to intense debate among community members over whether this represents a generational buying opportunity or a deeper valuation reset. Investors are closely monitoring key support levels as sentiment shifts, while discussion remains divided between those betting on the company's long-term AI-driven fundamental narrative and those cautioning against ongoing sector-wide multiple compression.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm, through its storage cloud platform, provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng and Brian Wilson in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is trending following a transformational five-year, $335 million storage partnership with CoreWeave that significantly boosts revenue visibility and highlights its role in AI infrastructure. Community sentiment remains polarized between bulls citing this major AI-linked contract as a long-term re-rating catalyst and bears expressing skepticism regarding debt levels and the potential for future share offerings.

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

TeraWulf Inc

TeraWulf is currently trending as investors focus on its massive institutional accumulation and the potential for a severe short squeeze, driven by an extremely tight free float and high institutional ownership. The community is actively debating the timing of a major Kentucky data center lease announcement, which many view as the primary catalyst to force heavily shorted hedge funds into a mass covering loop.

Roundhill ETF Trust - Roundhill Memory ETF

$DRAM is currently trending as investors focus on the memory sector's role as a critical bottleneck for AI infrastructure ahead of upcoming Micron earnings. The community remains highly active in debating whether the current price action reflects a structural re-rating of memory as an essential AI asset or a cyclical trend nearing an exhaustion point.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is experiencing significant volatility as investors rotate out of high-momentum semiconductor stocks ahead of highly anticipated earnings, with community sentiment split between those viewing the pullback as a buying opportunity and others worried about an overheated AI trade. The sell-off, exacerbated by contagion fears from South Korean market weakness, has intensified discussions regarding the sustainability of memory chip demand versus the potential for a cyclical correction.

Arqit Quantum, Inc. engages in the provision of cybersecurity services via satellite and terrestrial forms. Its product is QuantumCloud which secures devices with cloud-based quantum encryption. The company was founded by David John Williams and David James Bestwick on April 26, 2021 and is headquartered in London, the United Kingdom.

Arqit Quantum Inc

Arqit Quantum is generating significant buzz as a high-volatility short squeeze candidate, fueled by a tight float and recent White House executive orders prioritizing post-quantum cryptography. While the community is actively debating its speculative potential and contrasting its low valuation with other quantum-sector leaders, traders remain focused on whether price action can sustain momentum above key psychological thresholds.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is trending due to its pivotal role in the AI data center supply chain, bolstered by a multi-billion-dollar fiber-optic partnership with Amazon that builds on existing deals with major hyperscalers. Investors and the community are actively debating the stock's long-term potential as an essential "picks and shovels" play, with technical traders closely monitoring its breakout momentum and high option volume.

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Per our last post, $TARS trades at the lowest multiple of all commercial-stage non-oncology focused bios with 2.5 - 10 years since FDA approval, $1B+ MCs &amp; gross margins over 80%. 
 
Attached are the 5 &amp; 10-year M&amp;A revenue multiples paid in the last 9 TARS peer comm&#39;l-stage acquisitions. The average 5-year multiple of the 9 was 0.84X &amp; the median was 0.88X. The average &amp; median 10-year M&amp;A multiple paid was 0.33X. 
 
If, and these are HUGE IFs, if TARS was acquired for a 0.90X 5-year multiple and/or a 0.33X 10-year multiple, AND IF, TARS&#39; analyst consensus revenue estimates are credible (AGAIN 2 HUGE IFs), TARS&#39; M&amp;A exit valuation would be roughly $4.85B (using updated analyst consensus &amp; TARS 3/31/26 Cap Table). Some say TARS is worth a slightly higher 5-year multiple than the peers because TARS&#39; gross margin profile is higher. 
 
This is not investment advice because we have no idea if 
1. TARS Xdemvy&#39;s profile is worth peer multiples 
2. TARS analyst consensus are credible 
 
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Tarsus Pharmaceuticals Inc

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 trades at the lowest multiple of all commercial-stage non-oncology focused bios with 2.5 - 10 years since FDA approval, $1B+ MCs & gross margins over 80%. 
 
Attached are the 5 & 10-year M&A revenue multiples paid in the last 9 TARS peer comm'l-stage acquisitions. The average 5-year multiple of the 9 was 0.84X & the median was 0.88X. The average & median 10-year M&A multiple paid was 0.33X. 
 
If, and these are HUGE IFs, if TARS was acquired for a 0.90X 5-year multiple and/or a 0.33X 10-year multiple, AND IF, TARS' analyst consensus revenue estimates are credible (AGAIN 2 HUGE IFs), TARS' M&A exit valuation would be roughly $4.85B (using updated analyst consensus & TARS 3/31/26 Cap Table). Some say TARS is worth a slightly higher 5-year multiple than the peers because TARS' gross margin profile is higher. 
 
This is not investment advice because we have no idea if 
1. TARS Xdemvy's profile is worth peer multiples 
2. TARS analyst consensus are credible 
 


Night Owl Biotech Research

@Night_Owl_Biotech  
A few more elements to consider.  Tarsus is not a &#39;one hit wonder&#39; with Xdemvy (blockbuster #1).   If Q2 Revs show well (which is expected), they may increase guidance for full year 2026, to be determined.   In my opinion only, full year 2026 revs will exceed $750M.   Each passing Q increases potential M&amp;A $$. 
 
Their Ocular Rosacea drug (TP-04 - strong potential for blockbuster #2) could do similar peak revs as Xdemvy as the potential market is large (15-18M) and &#39;white space&#39;, ie no approved FDA drugs currently available for this condition.  The market ramp should also be quick as the same front of eye docs would prescribe both drugs.   The FDA has a low bar for P2 success, simply reduced swelling and redness, accomplished by killing DB.    
 
The Lyme Disease drug, in P2, could also be a blockbuster and incfreasingly is a high need drug.   M&amp;A value may greatly surprise people if/when if happens.    
 
My opinions only on all comments stated, this is not investment advice

  
A few more elements to consider.  Tarsus is not a 'one hit wonder' with Xdemvy (blockbuster #1).   If Q2 Revs show well (which is expected), they may increase guidance for full year 2026, to be determined.   In my opinion only, full year 2026 revs will exceed $750M.   Each passing Q increases potential M&A $$. 
 
Their Ocular Rosacea drug (TP-04 - strong potential for blockbuster #2) could do similar peak revs as Xdemvy as the potential market is large (15-18M) and 'white space', ie no approved FDA drugs currently available for this condition.  The market ramp should also be quick as the same front of eye docs would prescribe both drugs.   The FDA has a low bar for P2 success, simply reduced swelling and redness, accomplished by killing DB.    
 
The Lyme Disease drug, in P2, could also be a blockbuster and incfreasingly is a high need drug.   M&A value may greatly surprise people if/when if happens.    
 
My opinions only on all comments stated, this is not investment advice