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Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing significant downward pressure as market participants debate whether liquidity is rotating into AI-related assets, causing widespread panic and liquidation concerns among retail holders. While some investors view the current volatility as a buying opportunity based on historical patterns, the community remains deeply divided by skepticism regarding its long-term utility versus its role as a speculative hedge.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors pivot from its legacy telecom identity to its growing role in AI-driven network infrastructure, bolstered by a high-profile partnership with NVIDIA. The community is actively discussing massive insider buying and the potential for a structural re-rating as the company expands its footprint in data center integration and 6G development.

Strategy, Inc. is a Bitcoin Treasury company. The firm has adopted Bitcoin as a primary treasury reserve asset. It uses proceeds from equity and debt financing, as well as cash flows from operations, to strategically accumulate Bitcoin and advocate for its role as digital capital. Its treasury strategy is designed to provide investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed-income instruments. It provides industry AI-powered enterprise analytics software. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is experiencing heightened volatility and intense bearish sentiment as investors react to a rare sale of Bitcoin holdings, which has sparked widespread debate about the stability of the company's long-term treasury strategy. The community remains deeply divided, with some users treating the dip as a prime accumulation opportunity while others warn of a potential systemic unwinding or further downside as Bitcoin's price faces technical pressure.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing increased volatility as investors weigh aggressive AI infrastructure spending against broader market concerns regarding potential share dilution and capital expenditure sustainability. Despite significant hardware and AI-focused announcements from the Build developer conference, the stock is seeing significant selling pressure as traders debate whether software companies can effectively monetize their expanding AI investments.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is facing intense downward pressure and liquidations, leading to widespread investor frustration as community members debate whether the asset is experiencing a cyclical reset or structural decline. While some traders are aggressively buying the dip in anticipation of future regulatory clarity, others are rotating capital into AI-related equities and newer infrastructure projects, fueling a heated narrative battle over the asset's long-term utility and market relevance.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is experiencing a massive rally and intense community speculation following a high-profile endorsement from Nvidia CEO Jensen Huang, who suggested the company is positioned to reach a trillion-dollar valuation. While many investors are celebrating the significant momentum in AI infrastructure connectivity, others are raising caution, comparing the rapid, news-driven price surge to historical speculative bubbles.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is gaining significant momentum as investors position themselves ahead of the company's upcoming earnings report, with sentiment driven by its critical role in AI networking and custom silicon partnerships. The community is actively debating whether the stock will follow the aggressive post-earnings trajectory seen in other hardware names or face a 'buy the rumor, sell the news' reaction given its high valuation.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is facing significant downward pressure as investors express frustration over routine insider selling and a lack of clear catalysts following the abandoned Paramount acquisition. The community remains deeply polarized, with many retail traders highlighting the stock's persistent losing streak while others view the current price as a long-term accumulation opportunity ahead of the upcoming shareholder meeting.

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 seeing intense upward momentum as institutional investors show growing interest in its QNX software division, which has become central to the booming physical AI and autonomous vehicle sectors. The community is actively debating the stock's potential for a massive, long-term turnaround, with many focusing on the company's shift toward high-margin subscription models and significant share buybacks.

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 a multi-billion dollar partnership with Nvidia to expand U.S. manufacturing for AI data center infrastructure, sparking optimism about its role in the industry's shift from copper to fiber optics. The community is actively debating the stock's long-term potential as a critical backbone for AI scaling versus concerns over its current valuation and recent price volatility.

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ITC Ltd.

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Ladenburg Thalmann🏁 $ORIC Buy-$15. 
$PFE $ALPMY $AMGN $TNGX 
Ladenburg Thalmann said in its research report: &quot;Initiating coverage of $ORIC with a Buy rating and $15 price target based on 
1) emerging profile of the PRC2 inhibitor ORIC-944 as a potential fast-follower to mevrometostat in treatment AR-experienced mCRPC, 
2) strategic pivot for development of ORIC-114 from 2nd-line exon 20 EGFR/HER2 tumors to the 1st-line representing a larger addressable population and opportunity to maximize clinical differentiation based on potential best-in-class CNS activity and 
3) experienced management team with a track record of guiding targeted cancer drugs through clinical development.&quot;

Superman

JPMorgan reiterated $ORIC Overweight-$20-Focus List and said, &quot;We see a very low probability for a downside scenario, being driven by mixed efficacy and / or mixed safety,&quot; in its scenario analysis. 
$PFE $ALPMY #ASCO25 
JPMorgan also said it views, &quot; $ORIC shares should be ~2-4X current levels to appropriately reflect the probability-adjusted potential of ORIC-944 alone.&quot; 
 
JPMorgan provided its Bull, Bear and Base case share price scenarios and additionally said in their research note (in Image):

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ORIC Pharmaceuticals Inc

Pfizer Inc

ASTELLAS PHARMA/ADR

Quantumup

Cantor reiterated $ORIC at an Overweight rating. 
$PFE 
Cantor Fitzgerald said in its note: 
ORIC remains significantly undervalued, in our view.  
 
Stock is pricing in &lt;15% PoS for ORIC-944 (oral PRC2 inhibitor) in prostate cancer despite compelling data (rPFS HR of 0.5) from competitor Pfizer&#39;s mevrometostat (mevro) in an active controlled prostate cancer trial. 
 
Initial data from ORIC-944 in prostate, which looks differentiated, further validates this mechanism. 
 
Risk/reward is v. attractive for ORIC over the next 12 months heading into mevro P3 prostate cancer readout, ORIC-944 updates in prostate in early next year and several updates from the lung cancer asset ORIC-114.

AMGEN Inc.

Tango Therapeutics Inc

 
Ladenburg Thalmann said in its research report: "Initiating coverage of 

 with a Buy rating and $15 price target based on 
1) emerging profile of the PRC2 inhibitor ORIC-944 as a potential fast-follower to mevrometostat in treatment AR-experienced mCRPC, 
2) strategic pivot for development of ORIC-114 from 2nd-line exon 20 EGFR/HER2 tumors to the 1st-line representing a larger addressable population and opportunity to maximize clinical differentiation based on potential best-in-class CNS activity and 
3) experienced management team with a track record of guiding targeted cancer drugs through clinical development."