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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 at the center of investor focus as its Worldwide Developers Conference triggers aggressive volatility and a classic 'sell the news' reaction, with the community intensely debating the impact of its new AI strategy and reliance on Google Cloud infrastructure. Traders are closely monitoring key support levels near $300 and discussing whether the stock's high valuation is justified following the mixed reception of its latest AI features.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending as investors digest a major 210 MW lease agreement at its Delta Forge 2 campus, a development that continues to drive optimism around the company's AI Factory franchise model and its ability to secure long-term revenue with hyperscalers. While the community remains highly bullish on the firm's expansion pace and infrastructure execution, recent price action has triggered intense debate between those treating current volatility as a strategic buying opportunity and others wary of broader sector valuation concerns.

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 reports of a major AI chip deal with ByteDance and an upbeat outlook on its data center and automotive segments, fueling investor excitement about the company's pivot beyond mobile handsets. Community members are actively debating the stock's valuation as it tests all-time highs, with many traders analyzing whether the company can successfully capture a larger share of the AI infrastructure market against competitors.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is attracting significant investor attention as the community anticipates imminent 52-week clinical data, which is widely viewed as a pivotal catalyst for a potential M&A event. Traders are actively discussing the stock's positioning ahead of major industry conferences, with many speculating that strong data could trigger a bidding war among major pharmaceutical suitors.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis

Trulieve Cannabis is trending as investors rally ahead of the company's highly anticipated NYSE uplisting scheduled for June 10th. The community is focused on the potential for increased institutional inflows, while debates persist over market volatility, regulatory risks, and the company's strategic position as a leader in the U.S. medical cannabis market.

Tango Therapeutics, Inc. is a clinical-stage biotechnology company, which engages in discovering and delivering precision cancer medicines. It also identifies novel targets and develops new drugs directed at tumor suppressor gene loss in defined patient populations with high unmet medical need. The company was founded by Alan Ashworth, William G. Kaelin Jr., Jose Baselga, and Antoni Ribas in 2017 and is headquartered in Boston, MA.

Tango Therapeutics Inc

Tango Therapeutics is trending as investors react to clinical updates on its PRMT5 inhibitor program, balancing excitement over a new brain-penetrant candidate and upcoming combination trials with concerns regarding the discontinuation of earlier assets. The community is actively debating the company's long-term potential, with bulls citing a deep institutional pipeline and potential buyout value, while skeptics focus on the recent price volatility and the dilution risks associated with financing clinical milestones.

Structure Therapeutics, Inc. is a clinical stage global biopharmaceutical company, which engages in developing novel oral therapeutics to treat a wide range of chronic diseases with unmet medical needs. Its pipeline includes Aleniglipron GSBR-1290, ACCG-2671, GIPR, GCGR, ANPA-0073, and LTSE-2578. The company was founded by Raymond C. Stevens in 2016 and is headquartered in South San Francisco, CA.

Structure Therapeutics Inc - ADR

Structure Therapeutics (GPCR) is trending following positive Phase 2 obesity trial data, which demonstrated strong, durable weight loss and a competitive tolerability profile, fueling significant investor interest and M&A speculation. Community discussions are heavily focused on the stock's best-in-class potential in the small-molecule GLP-1 space, comparing its growth prospects and takeout valuation potential against other obesity-focused biotech peers.

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

Novavax is trending as investors react to a flurry of conflicting sentiment, including reports of aggressive shareholder outreach ahead of the upcoming board vote and active discussions surrounding the potential impact of pending proxy advisor recommendations. The community remains deeply divided, balancing high-conviction bullishness regarding the company's proprietary pipeline and vaccine assets against significant frustration over management's communication strategy and executive compensation proposals.

Nurix Therapeutics, Inc. is a clinical stage biopharmaceutical company. It engages in the business of discovering, developing, and commercializing innovative small molecules and antibody therapies based on the modulation of cellular protein levels as a novel treatment approach for cancer, inflammatory conditions, and other challenging diseases. The company was founded by John Kuriyan, Michael Rapé, and Arthur Weiss in 2009 and is headquartered in Brisbane, CA.

Nurix Therapeutics Inc

Nurix Therapeutics is currently in the spotlight following the announcement of a multibillion-dollar collaboration with Roche to develop a blood cancer drug, a move seen by the community as major validation for their targeted protein degradation platform. While some analysts have adjusted their price targets, investors are actively debating the long-term potential of this deal, with many focusing on the bolstered cash position and the reduction of future development risk.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is experiencing significant downward pressure as investors rotate capital ahead of an anticipated major IPO, leading to heavy volatility and active discussions about whether this decline is a temporary consolidation or a sign of a deeper correction. Despite the price action, long-term investors remain focused on the company's aggressive infrastructure expansion and strategic position in the AI compute market, viewing current pullbacks as potential buying opportunities.

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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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$CYDY the ESMO poster is MIND-BOGGLING! Please read this whole post &amp; view the screenshot of the ESMO poster. 
 
5 patients out of 26 (2 unknown PD-L1 levels) had  
PD-L1 level (CPS) &gt; or = 10%  
 
All 5 of these patients dosed w Leronlimab are alive today!  
&gt;48 months ago 
 
Overall survival 48 months &amp; counting! 
 
So I found this from NIH on the prevalence of PD-L1 expression in tNBC: 
In TNBC, the percentage of patients with PD-L1 expression above 10% (CPS ≥ 10) is approximately 30-40%. For patients with PD-L1 CPS ≥ 10, treatment with pembrolizumab plus chemotherapy improves overall survival, with a median OS of 23 months compared to 16.1 months with chemotherapy alone.  
 
pembrolizumab=Keytruda 
OS=23 months  
 
Leronlimab OS=over 48 mths &amp; counting 🤯 
 
Keytruda estimated revenue in 2024 = $29.5 billion 
 
Our market cap is $.5 billion 
WTF 🤔 
 
Me thinks there&#39;s an imbalance here &amp; quite the opportunity to make a butt ton of $! 
 
My mind is blown away! Looking forward to realization of the imbalance from the market!

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CytoDyn Inc

 the ESMO poster is MIND-BOGGLING! Please read this whole post & view the screenshot of the ESMO poster. 
 
5 patients out of 26 (2 unknown PD-L1 levels) had  
PD-L1 level (CPS) > or = 10%  
 
All 5 of these patients dosed w Leronlimab are alive today!  
>48 months ago 
 
Overall survival 48 months & counting! 
 
So I found this from NIH on the prevalence of PD-L1 expression in tNBC: 
In TNBC, the percentage of patients with PD-L1 expression above 10% (CPS ≥ 10) is approximately 30-40%. For patients with PD-L1 CPS ≥ 10, treatment with pembrolizumab plus chemotherapy improves overall survival, with a median OS of 23 months compared to 16.1 months with chemotherapy alone.  
 
pembrolizumab=Keytruda 
OS=23 months  
 
Leronlimab OS=over 48 mths & counting 🤯 
 
Keytruda estimated revenue in 2024 = $29.5 billion 
 
Our market cap is $.5 billion 
WTF 🤔 
 
Me thinks there's an imbalance here & quite the opportunity to make a butt ton of $! 
 
My mind is blown away! Looking forward to realization of the imbalance from the market!