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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 surging following a blockbuster earnings report that featured a significant revenue beat and a raised full-year outlook, fueled by accelerating U.S. commercial growth and high AI demand. The community is actively debating the company's valuation, questioning if the latest results finally silence skeptics while comparing the stock to other high-growth AI infrastructure leaders.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following a 1.4 billion dollar convertible debt exchange that has sparked intense debate among retail investors regarding the impact of equity dilution versus the long-term benefits of a strengthened balance sheet. While many in the community are expressing frustration over the stock's price decline and questioning management's strategy, others remain optimistic, viewing the move as a necessary step for potential future acquisitions.

Snap, Inc. is 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 is currently trending as investors weigh strong underlying advertising momentum and subscription growth against persistent concerns regarding founder-led governance and the financial impact of the upcoming Spectacles launch. The community is actively debating whether the current low valuation represents a massive turnaround opportunity or a value trap, with high short interest fueling anticipation for potential volatility around earnings.

Energy Transfer LP engages in natural gas pipeline transportation and transmission services. It operates through the following segments: Intrastate Transportation and Storage, Interstate Transportation and Storage, Midstream, NGL and Refined Products Transportation and Services, Crude Oil Transportation and Services, Investment in Sunoco LP, Investment in USAC, and All Other. The Intrastate Transportation and Storage segment owns and operates natural gas transportation pipelines. The Interstate Transportation and Storage segment includes transportation pipelines, storage facilities, and gathering systems and delivery of natural gas to industrial end-users and other pipelines. The Midstream segment consists of natural gas gathering, compression, treating, processing, storage, and transportation. The NGL and Refined Products Transportation segment engages in the operations transport, store and execute acquisition, and marketing activities utilizing a complementary network of pipelines, storage and blending facilities, and strategic off-take locations that provide access to multiple NGL markets. The Crude Oil Transportation and Services segment provides transportation, terminalling, acquisition, and marketing services to crude oil markets. The Investment in Sunoco LP segment refers to the distribution of motor fuels to independent dealers, distributors, and other commercial customers and the distribution of motor fuels to end-user customers at retail sites. The Investment in USAC segment offers compression services to its customers in connection with infrastructure applications including both allowing for the processing and transportation of natural gas through the domestic pipeline system and enhancing crude oil production through artificial lift processes. The company was founded by Kelcy L. Warren in 1996 and is headquartered in Dallas, TX.

Energy Transfer LP - Unit

Energy Transfer LP Unit

Energy Transfer (ET) remains a key focus as investors weigh the company's critical role in the growing AI and data center power demand against broader macroeconomic uncertainty. The community is actively discussing the stock's stability and potential as an infrastructure play, with significant attention on its high dividend yield and institutional accumulation patterns ahead of upcoming earnings.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin is seeing intense community debate as holders weigh long-term institutional potential against concerns over stagnant price action and transparency. While some investors are actively accumulating and staking on the Goliath mainnet, others are expressing significant frustration over the lack of confirmed partnerships and what they perceive to be a repetitive cycle of speculative spikes followed by deep pullbacks.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas Life Sciences is currently trending as investors focus on the anticipated 80th clinical event and potential buyout speculation, fueling heated debates between bullish retail shareholders and skeptical short-sellers. The community is closely monitoring upcoming trial readouts and institutional ownership shifts as a key catalyst that could break the stock out of its recent consolidation.

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

Hewlett Packard Enterprise is experiencing significant volatility as investors weigh the company's strong AI server order backlog and enterprise growth against a broader market sell-off in technology and semiconductor-related infrastructure. The community remains deeply divided, with bulls pointing to the company's strong fundamentals and institutional call volume as a signal of a long-term base building, while bears express frustration over the stock's inability to sustain momentum above key resistance levels.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending due to the company's scheduled appearance on CNBC's Mad Money, which has fueled investor speculation regarding potential major contract announcements for its Alloy Kore platform. The community is actively debating the company's long-term potential in physical AI and robotics while remaining divided over management's ability to meet public timelines for strategic business wins.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is generating significant market activity as investors weigh the tension between its long-term AI and space infrastructure potential against the looming pressure of a massive share lock-up expiration. The community is sharply divided, with bulls anticipating a short squeeze fueled by strong earnings expectations while bears argue that immediate supply-side dilution and valuation concerns are driving a necessary correction.

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 sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, 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 surging after a blowout earnings report where AWS growth accelerated to its fastest pace in four years, signaling to the community that massive AI infrastructure spending is finally translating into significant revenue gains. Investors are now actively debating whether the stock can sustain this momentum toward a major psychological milestone as the company doubles down on its capital expenditure to meet insatiable cloud and AI demand.

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 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 
 


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This is not investment advice. We have no idea what $RVMD might be worth in a hypothetical acquisition. 
 
That being said, $NUVL &amp; $ACLX were acquired for an average of 1.5X analyst 5-year FY28 - 32 revenue estimates, excluding the highest estimate for each year, as detailed on the attachment. 
 
The 7 RVMD analysts that provide RVMD FY28 - 32 revenue estimates project RVMD to generate $28.421B in revenues over the same 5-year period. Hence if RVMD analyst estimates were credible AND if RVMD were acquired at the same average 5-year revenue multiple of 1.5X (2 ENORMOUS IFs) then RVMD would exit for $42.63B in EV (consistent with NUVL &amp; ACLX multiples). Using RVMD&#39;s 3/31/26 cap table, this would be ~$200 per share. 
 
We&#39;re curious if investors believe RVMD&#39;s profile would merit a peer M&amp;A revenue multiple consistent with NUVL &amp; ACLX? Why or why not (i.e. gross margin profile is different, royalty obligations)? We&#39;d genuinely appreciate feedback. 
 
This is not investment advice. $XBI $IBB

Constantine Skoufas

StockTwits Web

Revolution Medicines Inc

Nuvalent Inc - Ordinary Shares - Class A

Arcellx Inc

SPDR S&P Biotech ETF

iShares Biotechnology ETF

This is not investment advice. We have no idea what 

 might be worth in a hypothetical acquisition. 
 
That being said, 

 were acquired for an average of 1.5X analyst 5-year FY28 - 32 revenue estimates, excluding the highest estimate for each year, as detailed on the attachment. 
 
The 7 RVMD analysts that provide RVMD FY28 - 32 revenue estimates project RVMD to generate $28.421B in revenues over the same 5-year period. Hence if RVMD analyst estimates were credible AND if RVMD were acquired at the same average 5-year revenue multiple of 1.5X (2 ENORMOUS IFs) then RVMD would exit for $42.63B in EV (consistent with NUVL & ACLX multiples). Using RVMD's 3/31/26 cap table, this would be ~$200 per share. 
 
We're curious if investors believe RVMD's profile would merit a peer M&A revenue multiple consistent with NUVL & ACLX? Why or why not (i.e. gross margin profile is different, royalty obligations)? We'd genuinely appreciate feedback. 
 
This is not investment advice. 