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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending after reporting strong earnings and robust cloud growth. However, its substantial capital expenditure guidance for AI infrastructure is sparking a community-wide debate on whether it signals long-term AI leadership or an over-investment.

Snap, Inc. operates as 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

Snap Inc. is trending following better-than-expected Q4 revenue and quarterly GAAP profitability, driven by strong growth in Snapchat+ subscriptions and advertiser engagement. While many in the community anticipate a significant rally given these improved fundamentals and an authorized stock buyback, others remain cautious about the stock's subdued immediate price reaction and slightly lower Q1 guidance.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending after reporting strong earnings, driven by nearly 50% growth in Google Cloud and the surging valuation of Waymo, signaling broad success in AI and diverse business segments. The community is actively discussing the company's aggressive 2026 capital expenditure forecast for AI and data centers, with many viewing it as a commitment to future growth while others eye potential cost implications across the sector.

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 trending amid intense bearish pressure and widespread FUD, including unverified claims connecting it to the 'Epstein files' and concerns over potential MicroStrategy liquidations. The community is sharply divided between those predicting further significant drops and others who view current levels as a major buying opportunity during extreme oversold conditions.

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 trending as Alphabet's substantial 2026 capital expenditure guidance, primarily for AI infrastructure and TPUs, is widely seen as a massive catalyst for Broadcom's custom silicon and networking solutions. The community is buzzing with bullish sentiment, anticipating durable revenue growth from hyperscalers' AI buildouts.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is trending after reporting strong earnings and raising its outlook, which initially sent the stock soaring. However, a dramatic reversal from its after-hours gains has left the community confused and frustrated, with many questioning the sudden drop and attributing it to market dynamics, while a significant portion of investors are viewing it as a prime buying opportunity.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is actively trending following its earnings report, sparking a debate among investors who are weighing its strong long-term AI and robotics potential, highlighted by its new Physical AI division, against its demanding valuation and ongoing speculation regarding SoftBank's shareholdings.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending amidst heightened volatility, characterized by daily "V-shaped" recoveries and community discussion of market manipulation, as the market weighs a tech sector sell-off against Google's recent earnings, which are now a critical factor for overall market direction.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as investors eagerly await its upcoming earnings report, debating whether robust AWS performance and substantial AI investments will overcome concerns about rising capital expenditures that have impacted other major tech companies.

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 generating buzz after reporting strong Q1 results but providing cautious Q2 guidance, citing a temporary global memory chip shortage impacting smartphone demand; the community is actively debating whether this is an overreaction, emphasizing Qualcomm's strategic growth in AI, automotive, and PC markets amidst broader semiconductor sector volatility.

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$ABUS - Long and Strong. $MRNA will become a hostile target soon.  
 
After the Court’s ruling, the landscape looks like this: 
 
❌ DOE barred 
 
Molar-ratio claims (the claims that specify exact lipid mol % ranges) 
 
These are found primarily in: 
 
’435 
 
’359 
 
’378 
 
For these claims: 
 
Arbutus/Genevant must show Moderna’s LNP falls squarely within the claimed numerical ranges 
 
No “close enough” arguments are allowed 
 
✅ DOE not affected 
 
’651 formulation claims 
 
These do not depend on precise molar ratios in the same way 
 
They focus on overall LNP composition and structure 
 
These claims remain the primary damages anchors 
 
Any non-ratio structural or formulation limitations in other asserted claims 
 
Practical takeaway: 
 
The Court removed flexibility on some technical claims, but left the most intuitive, product-focused claims intact.

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Arbutus Biopharma Corp

Moderna Inc

 will become a hostile target soon.  
 
After the Court’s ruling, the landscape looks like this: 
 
❌ DOE barred 
 
Molar-ratio claims (the claims that specify exact lipid mol % ranges) 
 
These are found primarily in: 
 
’435 
 
’359 
 
’378 
 
For these claims: 
 
Arbutus/Genevant must show Moderna’s LNP falls squarely within the claimed numerical ranges 
 
No “close enough” arguments are allowed 
 
✅ DOE not affected 
 
’651 formulation claims 
 
These do not depend on precise molar ratios in the same way 
 
They focus on overall LNP composition and structure 
 
These claims remain the primary damages anchors 
 
Any non-ratio structural or formulation limitations in other asserted claims 
 
Practical takeaway: 
 
The Court removed flexibility on some technical claims, but left the most intuitive, product-focused claims intact.

The Patient One

2 - 2️⃣ How juries are instructed when DOE is barred 
 
When DOE is off the table, jury instructions become simpler and cleaner, not weaker. 
 
What the jury is told (simplified) 
 
To find infringement, they must decide whether: 
 
Every element of the claim is present in the accused product 
 
Exactly as written 
 
They are explicitly instructed not to consider “equivalents” 
 
The question becomes binary: 
 
Inside the claim → infringement 
 
Outside the claim → no infringement 
 
Why this can actually help Plaintiffs 
 
No abstract “equivalence” debate 
 
No risk the jury thinks: 
 
“This feels kind of close, but maybe not enough” 
 
Focus shifts to measurement evidence and Moderna’s own data 
 
If Plaintiffs’ experts can show: 
 
Moderna’s internal specs, 
 
QC data, 
 
batch ranges, 
 
fall within the claimed ratios, DOE is unnecessary. 
 
3️⃣ Comparable biotech cases where DOE was excluded (and plaintiffs still won) 
 
This situation is not unusual, especially in chemistry and pharma.

🔬 Abbott v. Sandoz 
 
DOE barred for crystalline-form claims 
 
Court required strict literal matching 
 
Plaintiff still prevailed because generics fell within the claimed ranges 
 
💊 Honeywell v. Hamilton Sundstrand 
 
DOE barred due to prosecution history estoppel 
 
Literal infringement only 
 
Verdict for patentee upheld 
 
🧪 Roche v. Apotex 
 
Numerical concentration limits enforced strictly 
 
DOE disallowed 
 
Patentee won by showing the accused product fell inside the numbers 
 
Key lesson from precedent 
 
Losing DOE narrows the battlefield, but it does not eliminate damages if literal infringement is provable. 
 
Courts prefer this in chemical cases because it: 
 
Preserves public notice 
 
Keeps claims meaningful 
 
Produces clearer verdicts 
 
Putting it all together (clean synthesis) 
 
DOE was barred only for the molar-ratio claims due to prosecution history estoppel 
 
The core ’651 formulation claims remain fully enforceable 
 
Juries are instructed to apply a bright-line test

@Thepatientone excellent thx!
Are you watching $SLS one of you guys recommended them months ago? They’re in final leg, riding positive results on am AML cancer breakthrough, will likely be bought out.
GL

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SELLAS Life Sciences Group Inc

 one of you guys recommended them months ago? They’re in final leg, riding positive results on am AML cancer breakthrough, will likely be bought out.
GL