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Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

MaxLinears plan to enter the active electrical cable market Credo currently dominates has intensified concerns about future competition and contributed to the selloff. Traders are split between viewing the threat as serious and seeing the decline as an overreaction, arguing that rapid AI data-center demand could support growth even if Credo loses share.

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

Coca-Colas stronger-than-expected quarterly results and raised full-year outlook have fueled attention around its rally to record highs, with traders also citing demand for defensive consumer-staples stocks as tech shares weaken. Some investors question whether the run is sustainable given the stocks elevated valuation.

Listed Funds Trust - Roundhill Magnificent Seven ETF

Roundhill Magnificent Seven ETF

MAGS is drawing attention amid a choppy rotation between Magnificent Seven stocks and semiconductors, with debate over whether mega-cap tech is poised to rebound or is weakening under concerns about AI spending and returns. Bulls see the pullback as a buying opportunity and point to bullish chart setups, while bears warn that leadership is faltering.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&Ts selloff is being tied mainly to SpaceXs reported push toward a U.S. wireless network, including plans to access cell sites, raising fears of a new competitor despite AT&T beating earnings expectations and raising its outlook. Traders disagree on whether the threat is meaningful soon or years away, with many viewing the drop as an overreaction and others warning of future pressure on carriers.

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

BlackBerrys earnings beat and raised outlook, driven by strong QNX performance, are drawing attention alongside Alloy Kores first major design win and a newly disclosed Uber selection of QNX for next-generation vehicles. Many traders see these developments and expanding QNX opportunities in automotive and physical AI as bullish, while others question why the share price has not sustained a stronger reaction and point to market pressure.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics early Phase 1 azer-cel results in progressive MS are drawing attention, with disability scores stable or improved for most evaluable patients and no severe treatment-related toxicities reported. Traders largely view the findings as promising pipeline potential, while noting the small, preliminary study and a muted share-price response; BRIUMVIs longer-term data and upcoming subcutaneous readout also feature in the discussion.

American Express Co. engages in the provision of card-issuing, merchant-acquiring, and card network businesses. Its products and services include credit cards, business credit cards, corporate programs, gift cards, savings accounts and CDs, and the American Express App. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to United States consumers. The CS segment offers corporate and small business cards and provides services to United States businesses. The ICS segment provides consumers, small businesses, and corporate cards outside the United States. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. It also operates through the following geographical segments: United States, EMEA, APAC, LACC, and Other. The EMEA segment represents Europe, the Middle East, and Africa. The APAC segment refers to Asia Pacific, Australia, and New Zealand. The LACC segment focuses on Latin America, Canada, and the Caribbean. The Other segment includes net costs which are not directly allocated to specific geographic regions. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

American Express Co.

American Express beat profit expectations and raised its full-year EPS outlook, but shares fell as traders focused on plans to cut about 5% of its workforce in a restructuring, with some linking the cuts to AI, and a slight revenue miss. The reaction has split traders between those emphasizing resilient spending and credit quality and those concerned about job cuts, expenses, and the selloff despite the strong headline results.

BlackBerrys expanding QNX royalty backlog and Alloy Kore momentum are fueling optimism about automotive software and robotics, while CEO John Giamatteos share sales have sparked governance concerns and debate over whether the sales signal a lack of confidence or reflect compensation-related transactions.

Bitdeer Technologies Group engages in the cryptocurrency mining industry. It generates income through its proprietary mining datacenters. The firm handles complex processes involved in computing such as equipment procurement, transport logistics, datacenter design and construction, equipment management, and daily operations. The company was founded by Wu Jihan in December 2021 and is headquartered in Singapore.

Bitdeer Technologies Group. - Ordinary Shares - Class A

Bitdeer Technologies Holding Co

Bitdeers sharp selloff is being tied by traders to its planned at-the-market share offering and fears of dilution, alongside broader weakness in crypto-mining and AI-infrastructure stocks. Bulls point to Bitcoin production growth and AI/data-center contracts, while bears question the financing, profitability, and stocks weak performance versus peers.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphases steep, volatile decline amid weakness across solar stocks is the main focus, with traders citing high borrowing costs and analyst downgrades as pressures on residential-solar demand. Some expect further downside, while others see an oversold bounce and point to batteries, commercial products, and possible policy support as longer-term recovery hopes.

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$TGTX Below posted Gemini results. Is feasible. 

ChatGPT and Copilot you don’t even want to know their numbers. 

This is Grok. 

https://grok.com/share/bGVnYWN5_7ab292f6-3454-4ea2-b24b-0e6ed3ce246a

Take away for Bull Case.  Very optimistic. 

Bull / acquisition scenario:
•  Strategic buyer pays 40–60% premium on current price for the commercial asset + SC optionality → $75–90+ upfront.
•  CVR of $10–25+/share (or equivalent total) tied to SC approval/launch sales hurdles and/or azer-cel progress is realistic to close any gap. Total potential consideration could reach $90–110+ in optimistic cases if SC data are strong and azer-cel shows clear efficacy signal.
•  Buyer synergy: larger MS franchise (Biogen), autoimmune expansion, or manufacturing/commercial leverage.

BioSwings™

TopOptionsAlerts

I am looking at TGTX being acquired. Run NPV on stock ticker TGTX with scenario of their pipeline an

Grok

TGTX Acquisition NPV Analysis with Pipeline and CVR | Shared Grok Conversation

StockTwits for iOS

 Below posted Gemini results. Is feasible. 

ChatGPT and Copilot you don’t even want to know their numbers. 

This is Grok. 





Take away for Bull Case.  Very optimistic. 

Bull / acquisition scenario:
•  Strategic buyer pays 40–60% premium on current price for the commercial asset + SC optionality → $75–90+ upfront.
•  CVR of $10–25+/share (or equivalent total) tied to SC approval/launch sales hurdles and/or azer-cel progress is realistic to close any gap. Total potential consideration could reach $90–110+ in optimistic cases if SC data are strong and azer-cel shows clear efficacy signal.
•  Buyer synergy: larger MS franchise (Biogen), autoimmune expansion, or manufacturing/commercial leverage.