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W.F Holding Ltd. engages in the manufacture of fiberglass reinforced plastic and FRP products. It sells a range of FRP products, including filament wound and molded tanks, thermoplastic tanks, lining products, ducting and fitting products, air pollution control equipment, and custom-made products. The firm also offer delivery, installation and repair, maintenance services, and on-site consultation services. The company was founded on March 7, 2023 and is headquartered in Shah Alam, Malaysia.

WF Holding Ltd.

WF Holding Limited Ordinary Shares

A speculative momentum rally in WFF, with repeated trading halts and sharp swings, is driving attention; traders are split between expecting further squeeze-like momentum and warning that the move is a pump-and-dump with steep downside risk. The discussion points to trading activity rather than a clear company-specific news catalyst.

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

Reports that OpenAIs latest AI model feature is using Nvidia chips rather than Cerebras hardware have put the companys OpenAI relationship under scrutiny and fueled selling; traders also point to upcoming share unlocks as a possible supply overhang. Bulls describe the drop as an overreaction and buy dips, while skeptics question customer concentration, valuation, and continued selling.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is caught in a sharp pullback across AI and optics stocks after reports questioned OpenAIs revenue run rate, stirring concerns about AI infrastructure demand; traders dispute the significance of the reports and some say the decline is sector-driven rather than company-specific. The community is split between buying the dip on expected optical-transceiver demand and worrying about volatility, valuation, and dilution from share sales.

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

A report identifying Anthropic as IRENs previously undisclosed AI-cloud customer sparked attention, though neither company has confirmed the deal or disclosed its terms. Traders are divided between viewing it as validation of IRENs AI-infrastructure business and dismissing the buzz as unverified, especially as the initial stock pop faded.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHounds sharp slide to fresh lows is drawing attention, with traders pointing to dilution and potential selling from shares issued in the LivePerson deal, alongside continued unprofitability and weak price momentum. Bearish calls for further losses and criticism of management contrast with dip-buying and short-squeeze speculation, while investors look to the next earnings report for evidence of integration progress and a path toward profitability.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorillas proposed, non-binding acquisition of a U.S. data center and broader AI-infrastructure expansion are drawing attention, but the announcement has been met with concern over how the capital-intensive plans will be financed. Skeptics see dilution risk and question managements execution record, while some investors view the U.S. expansion as a potential growth opportunity.

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

Snaps sharp move above the $6 level has fueled talk of a technical breakout, with traders pointing to heavier volume and unusually active call options. Bulls see momentum building and speculate about a short squeeze, while skeptics warn that prior rallies have faded and question whether the move can hold.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

OKLOs steep slide to fresh lows is being attributed by traders mainly to ongoing ATM share issuance and founder selling, compounded by a long stretch without company updates and doubts about the pre-revenue reactor timeline. The community is split between calling the dilution and execution risk a reason for further weakness and viewing the selloff as a buying opportunity, with some bulls pointing to nuclear-power policy and data-center demand as longer-term support.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian shares are under pressure despite a Q3 delivery beat, as traders focus on management maintaining rather than raising full-year guidance and question the pace of the R2 production ramp. The community is split between investors viewing the selloff as an opportunity and bears citing execution concerns, cash burn, and potential dilution ahead of earnings.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

LPTH is drawing attention amid a sharp selloff and concerns about weak price action, limited recent order announcements, and uncertainty around the Armys NGSRI program after it widened its search for potential suppliers. Some traders see the change as a delay or added competition; others argue it does not eliminate LightPaths existing opportunity and point to its broader defense optics and BlackDiamond prospects.

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$BMY $JNJ $MRK $PFE $SLS GPS Groundbreaking results which show a huge difference between GPS and BAT, potentially approaching transplant survival rates without the huge risks/recovery, means that expansion within AML is all but guaranteed, and expansion into other 20+ cancers that can achieve low disease burden will immediately be followed up on. In this scenario, letting a rival pharma company acquire SLS comes with pretty big risks, so a bidding war becomes increasingly likely. I would expect an acquisition to follow fairly quickly in this scenario, probably within a few days of results, because Sellas would be very happy to accept the best offer they receive, and whoever the bidder is would want full control over the BLA application and subsequent expansion of further trials ASAP. They would likely be willing to pay the sort of values that get thrown around here based on the expected returns, and Sellas would be very happy to accept an offer! ✌️🙏❤️‍🩹

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$SLS $MRK$JNJ $BMY  Part 2. 
By the numbers $500 billion+ in patent losses.

The amount of worldwide prescription drug sales that Evaluate says are potentially at risk from generic competition between 2026 and 2032.

The number underscores the scale of the revenue overhang facing the industry as some of its biggest products move closer to the end of their protected commercial lives. And the exposure is not concentrated in just one year. Instead, the forecast shows a multiyear buildup that stretches from the late 2020s into the early 2030s.

$99 billion

The amount of worldwide sales at risk from patent expiration in 2028 alone, according to Evaluate’s forecast.

That year stands out in part because it’s when Keytruda approaches expiry.

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 GPS Groundbreaking results which show a huge difference between GPS and BAT, potentially approaching transplant survival rates without the huge risks/recovery, means that expansion within AML is all but guaranteed, and expansion into other 20+ cancers that can achieve low disease burden will immediately be followed up on. In this scenario, letting a rival pharma company acquire SLS comes with pretty big risks, so a bidding war becomes increasingly likely. I would expect an acquisition to follow fairly quickly in this scenario, probably within a few days of results, because Sellas would be very happy to accept the best offer they receive, and whoever the bidder is would want full control over the BLA application and subsequent expansion of further trials ASAP. They would likely be willing to pay the sort of values that get thrown around here based on the expected returns, and Sellas would be very happy to accept an offer! ✌️🙏❤️‍🩹