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Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as traders react to the upcoming September iPhone launch and the leadership transition to new CEO John Ternus. Sentiment is divided, with bullish traders highlighting the event as a catalyst for growth and safety, while bearish traders express skepticism about product innovation and potential margin pressure from rising component costs.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending due to rising crude oil prices driven by escalating geopolitical tensions in the Middle East, particularly reports of attacks on shipping vessels in the Strait of Hormuz. Traders are actively debating the sustainability of the price rally against the impact of U.S. sanctions on Iran, with market participants closely watching for any signs of diplomatic intervention or supply disruptions.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

The conversation is dominated by speculation regarding the potential for a short squeeze and anticipation for a major oncology-related catalyst or partnership announcement following recent industry developments in the biotech sector. Traders are debating the company's reliance on its Matrix-M platform, with many expressing frustration over the lack of official news from management despite the stock's significant short interest and volatile price action.

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 Technologies is trending ahead of its upcoming earnings report, with traders closely monitoring its AI server demand, backlog, and guidance. While sentiment remains bullish regarding its potential to capitalize on infrastructure spending, there is ongoing debate about valuation and margin pressures as the stock maintains a significant year-to-date rally.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is trending as traders debate the market impact of renewed U.S.-Iran conflict in the Strait of Hormuz and rising Treasury yields. While some participants are capitalizing on intraday volatility with bearish positions, others view the market's resilience and recent pullbacks as buying opportunities for tech assets.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike shares are trending following record quarterly financial results, where the company exceeded revenue and earnings expectations and raised its full-year guidance on strong demand for AI-driven cybersecurity. Traders are actively debating the stock's valuation multiples and growth sustainability, while many are focused on the impact of upcoming key events and strategic partnerships showcased at the recent Fal.Con conference.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is facing a significant sell-off as market participants react to broader economic concerns, specifically regarding interest rate policies and Fed commentary. While some investors view the price drop as a buying opportunity based on the company's growth, others are frustrated by the stock's volatility and the perceived opportunity cost compared to other assets.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

Fervo Energy is trending after signing a major power purchase agreement with Google to supply 396 megawatts of geothermal electricity, which investors view as significant commercial validation for its projects. While many in the community are bullish on the deal's potential to scale the company's energy infrastructure for AI data centers, some traders express skepticism regarding the company's lack of current profitability and potential valuation concerns.

Carnival Corp. Ltd. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corporation Ltd.

Carnival Corp

Carnival Corp shares are trending as investors weigh strong fundamental performance against the negative sentiment driven by geopolitical volatility and fluctuating oil prices. Traders are divided on whether current price levels represent a significant buying opportunity or if persistent macroeconomic headwinds will keep the stock under pressure.

Select Sector SPDR Trust (The) - State Street Energy Select Sector SPDR ETF

Energy Select Sector SPDR Fund

The energy sector is trending as elevated oil prices and geopolitical instability surrounding the Strait of Hormuz drive buying interest, with community discussion highlighting fresh all-time highs for energy ETFs. Traders are closely monitoring the impact of ongoing supply chain disruptions, the depletion of strategic petroleum reserves, and potential fuel shortages on inflationary risks.

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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 an update to our $ACAD v $PTCT post from a few weeks ago. Both have gained 20-25% since 6/10/26 when the $XBI began its recent surge. 
 
Analysts project ACAD to slightly outsell PTCT over the next 5 &amp; 10 years. Both generate the same gross margins yet ACAD&#39;s market cap &amp; enterprise value are roughly half of PTCT. 
 
The objective of this post is to ID the disconnect between the 2. This is not to bash PTCT (which incidentally trades at lower multiples than peers with more recent approvals like $INSM &amp; $ASND ). We&#39;d genuinely appreciate a PTCT perspective. 
 
We added analyst EPS estimates &amp; related multiples that identify the same disconnect in valuation. 
 
Genuine feedback would be sincerely appreciated.  
 
This is not investment advice.

Wassim Laroussi

Bert Igermann

VitalBull

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Acadia Pharmaceuticals Inc

PTC Therapeutics Inc

SPDR S&P Biotech ETF

Insmed Inc

Ascendis Pharma

 post from a few weeks ago. Both have gained 20-25% since 6/10/26 when the 

 began its recent surge. 
 
Analysts project ACAD to slightly outsell PTCT over the next 5 & 10 years. Both generate the same gross margins yet ACAD's market cap & enterprise value are roughly half of PTCT. 
 
The objective of this post is to ID the disconnect between the 2. This is not to bash PTCT (which incidentally trades at lower multiples than peers with more recent approvals like 

 ). We'd genuinely appreciate a PTCT perspective. 
 
We added analyst EPS estimates & related multiples that identify the same disconnect in valuation. 
 
Genuine feedback would be sincerely appreciated.  
 
This is not investment advice.

Night Owl Biotech Research

@Night_Owl_Biotech I&#39;am afraid your EV number for PTC is off, it should be around 5.9 billion.

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 I'am afraid your EV number for PTC is off, it should be around 5.9 billion.

@Night_Owl_Biotech Sales numbers for both are mostly based on approved products. Valuation of mid-stage programs - Huntington and FA for PTC and remli programs for Acadia makes the difference. This may change soon, Acadia is about to report P2 data on remli.

 Sales numbers for both are mostly based on approved products. Valuation of mid-stage programs - Huntington and FA for PTC and remli programs for Acadia makes the difference. This may change soon, Acadia is about to report P2 data on remli.

@dgbio  
 
Hey it is good to hear from you. I genuinely appreciate your feedback. 
 
On your PTCT EV comment, I can confirm the EV number is accurate, but I understand your perspective. Most of PTCT&#39;s debt per our EV calc relates to the royalty obligation. Good bad, right or wrong if the auditors post the obligation as debt then we include it as debt for EV purposes (otherwise you&#39;d have to reduce analyst consensus to reflect the amounts due the financier). 
 
We&#39;ve invested considerable resources on this matter (not specific to PTCT but to royalty obligations classified as debt). It is confusing enough  but with PTCT, as we read it, PTCT is obligated to repay the amount invested for the royalty purchase where, someone like AUTL&#39;s royalty obligation, is nnot required to repay if sales fall short). 
 
To your point, we should be crystal clear some debt obligations are in fact royalties for EV purposes. 
 
I otherwise hope all is well.

  
 
Hey it is good to hear from you. I genuinely appreciate your feedback. 
 
On your PTCT EV comment, I can confirm the EV number is accurate, but I understand your perspective. Most of PTCT's debt per our EV calc relates to the royalty obligation. Good bad, right or wrong if the auditors post the obligation as debt then we include it as debt for EV purposes (otherwise you'd have to reduce analyst consensus to reflect the amounts due the financier). 
 
We've invested considerable resources on this matter (not specific to PTCT but to royalty obligations classified as debt). It is confusing enough  but with PTCT, as we read it, PTCT is obligated to repay the amount invested for the royalty purchase where, someone like AUTL's royalty obligation, is nnot required to repay if sales fall short). 
 
To your point, we should be crystal clear some debt obligations are in fact royalties for EV purposes. 
 
I otherwise hope all is well.

@Night_Owl_Biotech Yes, you need to subtract Evrysdi royalties from topline but  check if some analyst already do it. The value of these royalties to PTC is zero, they just pass them on to Royaly Pharma.  In your calculation the ratio of EV to 10y sales for royalty  is exactly one and it skews the total to a higher number.

 Yes, you need to subtract Evrysdi royalties from topline but  check if some analyst already do it. The value of these royalties to PTC is zero, they just pass them on to Royaly Pharma.  In your calculation the ratio of EV to 10y sales for royalty  is exactly one and it skews the total to a higher number.