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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending as investors react to a significant stock price pullback amid broader sector volatility, while the community remains sharply divided over the company's long-term AI infrastructure potential and recent management decisions. The conversation is currently dominated by debates over upcoming contract execution milestones, such as the Horizon 1 handover, and whether current levels present a buying opportunity or a signal of continued downward pressure.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is seeing significant community debate as investors weigh steady commercial delivery volumes and major military contract wins against lingering frustration over the stock's long-term underperformance and historical execution risks. While some market participants are encouraged by the potential for improved cash flow and upcoming regulatory milestones, others remain skeptical, citing continued stock price volatility and a disconnect between positive operational news and share price movement.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8 is currently trending as investors react to its full commercialization of the 1GW Beacon Point campus following a second massive 15-year lease agreement, solidifying its pivot toward large-scale AI infrastructure. The community is heavily focused on the company's contracted revenue potential and capacity expansion, while active discussions center on whether the stock can maintain its upward momentum or if it remains vulnerable to short-term pullbacks and broader sector rotation.

Personalis, Inc. engages in the provision of advanced genomic tests for cancer. The firm is also involved in providing sequencing and data analysis services to support population sequencing initiatives. The company was founded by Euan A. Ashley, Michael Snyder, Atul J. Butte, John S. West, and Russ B. Altman in February 2011 and is headquartered in Fremont, CA.

Personalis Inc

Personalis Inc. is trending as investors react to a significant sell-off following the company's recent strategic financing move and broader market volatility in the biotech sector. Despite the downward pressure, the community is heavily focused on the company's long-term potential, particularly the ongoing expansion of Medicare coverage for its MRD technology and its critical role in the Tempus AI partnership.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing a sharp downward trend as investors grapple with concerns over the company's aggressive debt-funded AI infrastructure expansion and cooling demand for data center bonds. While the community is deeply divided between those labeling the stock as a failing 'widow maker' or bankruptcy candidate and others seeing a generational buying opportunity near technical support levels, the lack of communication from leadership has become a primary point of friction for frustrated shareholders.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart Holdings Inc (UPST) is experiencing intense negative sentiment as retail investors express deep frustration over the stock's persistent underperformance relative to other fintech peers. While bulls point to AI-driven growth potential and institutional funding deals as reasons to hold, the community is largely preoccupied with the stock's inability to maintain momentum, frequently calling it a 'piece of shit' that consistently trends downward regardless of broader market conditions.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending following its major strategic acquisition of Personalis, aimed at strengthening its precision oncology and cancer recurrence monitoring platform. While some investors view the $1.5 billion all-stock deal as a key growth catalyst, community sentiment remains mixed, with vocal debates over potential share dilution, high short interest, and the stock's recent price volatility.

Immix Biopharma, Inc. operates as a biopharmaceutical company that engages in the development of therapies for cancer and inflammatory diseases. The company was founded by Ilya Rachman, Sean Senn, and Vladimir Torchilin in 2012 and is headquartered in Los Angeles, CA.

Immix Biopharma Inc

Immix Biopharma is currently attracting significant investor attention following a positive clinical update that highlighted a high complete response rate, alongside the hiring of a veteran CMO with extensive experience in navigating successful FDA applications. The community is actively discussing the potential for a strategic buyout or accelerated regulatory path, fueled by a tightening institutional ownership structure and the expectation of upcoming pivotal data readouts.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is experiencing significant downward pressure as investors react to concerns over portion sizes, weakened consumer discretionary spending, and leadership uncertainty. While some in the community view the stock as deeply oversold and a potential value opportunity following a recent analyst downgrade, others are actively shorting the name, citing a loss of brand pricing power and challenging macroeconomic headwinds.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is trending as investors focus on the potential for European regulatory approval of Miplyffa, with the community actively monitoring the EMA plenary agenda for updates following a recent patent exclusivity milestone. Sentiment is being supported by institutional interest and bullish analyst adjustments, while discussions are centered on the strategic long-term value and the potential for a competitive buyout.

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$CAPR Being a tax guy, I was educating myself on patent law to try to get a handle on this Mesoblast drama. 
An important rule is you CANNOT patent a naturally existing biological structure - there MUST be some kind of human intervention to produce something that is not naturally existing, and Capricor took care to make sure they complied with this.  
  
To survive this narrow requirement, Capricor Therapeutics (working with licensed technology from Cedars-Sinai Medical Center) secured &quot;composition of matter&quot; patents by defining very specific, non-naturally occurring formulations, structural parameters, or therapeutic combinations of CDC-exosomes paired with specific microRNAs for targeted tissue regeneration. 
 
GUT FEELING: This Mesoblast suit is nothing but a moonshot, probably orchestrated by NS.

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$CAPR Thank you for the insight, as my attorney said it’s a NOTHING BURGER .. just the typical noise around CAPR prior to a BIG NEWS DROP

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Capricor Therapeutics Inc

 Being a tax guy, I was educating myself on patent law to try to get a handle on this Mesoblast drama. 
An important rule is you CANNOT patent a naturally existing biological structure - there MUST be some kind of human intervention to produce something that is not naturally existing, and Capricor took care to make sure they complied with this.  
  
To survive this narrow requirement, Capricor Therapeutics (working with licensed technology from Cedars-Sinai Medical Center) secured "composition of matter" patents by defining very specific, non-naturally occurring formulations, structural parameters, or therapeutic combinations of CDC-exosomes paired with specific microRNAs for targeted tissue regeneration. 
 
GUT FEELING: This Mesoblast suit is nothing but a moonshot, probably orchestrated by NS.

George A Watson III

@NoMonkeyBusiness Lawsuits are like meals to people in the high tech industry. Some companies live on patents. Companies encourage employees to file patents on even 101 ways of farting, no big deal.

 Lawsuits are like meals to people in the high tech industry. Some companies live on patents. Companies encourage employees to file patents on even 101 ways of farting, no big deal.

Oscar De La Hoya

@NoMonkeyBusiness lets hope its collusion so we can go after both for damages and fraud if they are working together.

idea guy

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 lets hope its collusion so we can go after both for damages and fraud if they are working together.

@haha1978 Yes, the timing is very suspect.

@NoMonkeyBusiness the challenge here is and I hope Capricor did this was to not circumvent the expansion process. The basis of the new patent is around scaling the process associated with the biologics not the drug itself.  Apparently Meso has a certain process patented.

T1was

 the challenge here is and I hope Capricor did this was to not circumvent the expansion process. The basis of the new patent is around scaling the process associated with the biologics not the drug itself.  Apparently Meso has a certain process patented.

Bill Doran

@NoMonkeyBusiness very smart analysis of patent requirements and comparison to Mesoblast. Don’t necessarily agree that NS is the catalyst for this last minute litigation since they also hold shares of Capricor.

 very smart analysis of patent requirements and comparison to Mesoblast. Don’t necessarily agree that NS is the catalyst for this last minute litigation since they also hold shares of Capricor.