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Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

GLXY is trending due to a significant after-hours drop following the announcement of a $1 billion convertible note offering, despite recent strong earnings. The community is debating whether this offering signals growth financing or potential dilution, with some viewing it as a buying opportunity while others express concern about the short-term impact. Discussion also involves the company's AI data center plans and potential ERCOT approval.

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 such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending as investors anticipate upcoming earnings, with the community debating whether the stock will surge or experience a post-earnings pullback. Bullish sentiment is fueled by potential S&P 500 inclusion, possible rate cuts, and the potential addition of crypto trading to the platform. Discussions also highlight SoFi's transition into a comprehensive financial services provider and positive technical indicators.

ETHZilla Corp. operates as a clinical-stage biotechnology company, which engages in the development of novel drugs that fulfill unmet needs in inflammatory diseases, fibrosis and pain by leveraging the combined expertise of luminaries in therapeutics from Oxford University, the Hebrew University and Stanford University. The company was founded by Marc Feldmann, Lawrence J. Steinman, and Jonathan B. Rothbard on September 7, 2016 and is headquartered in Palm Beach, FL.

ETHZilla Corp

ETHZilla Corporation

ETHZ is trending due to discussions around a recent reverse stock split and its potential impact on the company's valuation. The community is actively debating the implications of the split, a stock buyback program, and the company's Ethereum holdings. Some traders are pointing to potential upside due to the buyback, while others express concern about dilution and management strategy.

Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

DGXX is trending as investors focus on the company's potential in AI and data centers, with community members pointing to its advantageous position in the sector, zero debt, and increasing volume. Conversations revolve around potential tenant news and the possibility of a significant run, fueled by growing interest from institutional investors. Some traders note its potential for significant growth given recent partnerships and expansion plans.

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Core Scientific Inc

Core Scientific is trending as shareholders prepare to vote on the proposed acquisition by CoreWeave, with debates focusing on whether the deal undervalues CORZ amidst the AI data center boom and whether the all-stock offer is beneficial. Community discussion revolves around the potential for a higher valuation as a standalone company, the influence of institutional investors, and the strategic implications of the merger for both companies. Recent options activity and analyst ratings are also fueling interest in CORZ.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond ($BBBY) is trending as traders discuss its recent earnings report, which showed improvements in key metrics despite a revenue miss, and a lack of forward guidance from management. Community members are also speculating on the company's future direction, potential for meme stock resurgence, and the impact of its blockchain initiatives through Tzero.  The stock is further fueled by the speculative chatter surrounding warrant distribution and any potential impact.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is trending following news of its entrance into the AI accelerator chip market, directly challenging Nvidia and AMD; this includes a partnership with Saudi Arabia. Community members are actively debating whether Qualcomm can truly compete in the AI hardware space, while some highlight its attractive valuation compared to competitors.  Discussions also involve potential collaborations and impacts on related stocks.

SPDR Series Trust - SPDR Biotech ETF

SPDR S&P Biotech ETF

XBI is trending as Novartis' acquisition of Avidity Biosciences has sparked optimism in the biotech sector, with the community actively discussing potential M&A targets and a possible sector-wide repricing. Chatter suggests institutional money is flowing back into biotech after a long period of undervaluation. Some are pointing to SELLAS Life Sciences, suggesting that recent moves are positioning it for a buyout.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the following segments: Advanced Technology Solutions (ATS), and Connectivity and Cloud Solutions (CCS). The Advanced Technology Solutions (ATS) segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The Connectivity and Cloud Solutions (CCS) segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is trending due to strong Q3 earnings and raised guidance, particularly for FY26, with the community highlighting a "monster" beat. Investors are optimistic about the company's prospects in the data center and AI infrastructure space, with some drawing comparisons to $NVDA's early growth. Community members also noted increased risks and uncertainties related to US trade policy.

Intellia Therapeutics, Inc. is a clinical stage genome editing company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course, and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna, and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

Intellia Therapeutics is trending due to a paused clinical trial following a patient experiencing liver enzyme elevations, sparking community debate about the severity and potential buying opportunities. Despite analyst price target reductions, many view the drop as an overreaction, citing the company's strong financial position and potential for risk mitigation. Community members are weighing the news against analyst buy ratings and the long-term potential of gene editing.

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$XERS This is shaping up to be even better than I always thought.  The big picture is that their 3 existing products are growing revenue steadily, as they have now for years.  Then we just learned at the fireside chat that Recorlev alone will be doing $250-300M.  CF+ in 2025. 
Takeaway: even if they only had their existing products, this will be slam dunk cash flowing within a year.   
The icing on the cake is that they have 3 known collaborations - $REGN, $AMGN and Beta Bionics which also could generate hundreds of millions of revenue, and XP-8121 which is looking like it could have a TAM of at least a billion, perhaps 2-3 billion. 
I can&#39;t think of anywhere else I would rather be invested.  I can happily wait a year to start seeing this go 2x or 3x when the collab revenue starts kicking in through milestone payments.  And if they bring a partner to monetize XP-8121 with someone like $MYL or $SDZXF, sky is the limit.  We could easily see $1 or $2 gains in a day if that happens, maybe more.

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AMGEN Inc.

Mylan, Inc.

Regeneron Pharmaceuticals, Inc.

Xeris Biopharma Holdings Inc

Sandoz Group AG - Registered Shares

 This is shaping up to be even better than I always thought.  The big picture is that their 3 existing products are growing revenue steadily, as they have now for years.  Then we just learned at the fireside chat that Recorlev alone will be doing $250-300M.  CF+ in 2025. 
Takeaway: even if they only had their existing products, this will be slam dunk cash flowing within a year.   
The icing on the cake is that they have 3 known collaborations - 

 and Beta Bionics which also could generate hundreds of millions of revenue, and XP-8121 which is looking like it could have a TAM of at least a billion, perhaps 2-3 billion. 
I can't think of anywhere else I would rather be invested.  I can happily wait a year to start seeing this go 2x or 3x when the collab revenue starts kicking in through milestone payments.  And if they bring a partner to monetize XP-8121 with someone like 

, sky is the limit.  We could easily see $1 or $2 gains in a day if that happens, maybe more.

Larry

@SparkyReturns Anything you said is spot on. You added nothing to what&#39;s already on Xeris hands/reach.

Recorlev  *****
Gvoke ***
Keveyis *
(And you are $400-600M, possibly somewhere between 25$ to 50$ a share)
+
Xeriject&amp;Xerisol contracts, could even triple it, or add to that &quot;only&quot; 30%... any option is good enough
+
Once weekly Sub-Q Levothyroxine 
(I don&#39;t want even to calculate... &quot;only&quot; $300M as Recorlev, or $1B, or in-between... while Xeris can decide to do it with a big pharma and to get generous upfront for the cooperation, or alone).

This is what it is, that&#39;s what Paul built, masterpiece... With John Shannon and Steve Piper beside him... and as they said on fireside... we just need to keep on doing more of the same!

StockTwits For Android 

 Anything you said is spot on. You added nothing to what's already on Xeris hands/reach.

Recorlev  *****
Gvoke ***
Keveyis *
(And you are $400-600M, possibly somewhere between 25$ to 50$ a share)
+
Xeriject&Xerisol contracts, could even triple it, or add to that "only" 30%... any option is good enough
+
Once weekly Sub-Q Levothyroxine 
(I don't want even to calculate... "only" $300M as Recorlev, or $1B, or in-between... while Xeris can decide to do it with a big pharma and to get generous upfront for the cooperation, or alone).

This is what it is, that's what Paul built, masterpiece... With John Shannon and Steve Piper beside him... and as they said on fireside... we just need to keep on doing more of the same!

@SparkyReturns As usual, I agree 100%. I like the new management and the direction in which they are heading. They seem to &quot;Know&quot; why the SP is much lower than it should be, AND they seem to &quot;CARE&quot; about the shareholders&#39; suffering. I believe they will Focus on maximizing shareholder value by controlling spending and concentrating on adding Value to the stock.

 As usual, I agree 100%. I like the new management and the direction in which they are heading. They seem to "Know" why the SP is much lower than it should be, AND they seem to "CARE" about the shareholders' suffering. I believe they will Focus on maximizing shareholder value by controlling spending and concentrating on adding Value to the stock.