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Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances announcement that it will present positive Phase 2 lifileucel results in previously treated metastatic NSCLC, alongside a precision-medicine update, is driving attention; detailed efficacy results were not included in the announcement. Traders are broadly enthusiastic, while some caution that the data still need to be assessed and debate whether the rally could fade; short-squeeze and buyout talk remains speculative.

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

Alphabets quarterly results sparked a sharp selloff as investors focused on softer core advertising and search trends, heavy AI infrastructure spending, and negative free cash flow despite strong cloud growth. Traders are split between viewing the drop as an overreaction and buying opportunity and worrying that search monetization pressure and rising costs could weigh on returns.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly earnings miss and heavy AI infrastructure spending, which pressured cash flow, have driven concerns about returns on AI investment and slowing search growth. Traders are split between bearish views on spending and AI competition and dip-buyers pointing to strong Google Cloud growth as evidence the selloff may be excessive.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts quarterly earnings beat expectations, with accelerating Azure and cloud growth and lower-than-expected capital spending fueling a positive initial reaction. Traders remain divided over whether the gains will hold, weighing strong AI demand and guidance against continued infrastructure spending, cash-flow concerns and weakness after Alphabets results.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows quarterly earnings miss and softer Q4 contracted-revenue growth outlook sparked a sharp selloff, despite stronger revenue and a raised AI target. Traders are split between calling the reaction an overreaction to a small miss and citing slowing growth, high expectations, and fears that AI could pressure software companies.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Reports that Marvell is in advanced talks to acquire Lumentum are driving attention, though no deal is final. Traders are weighing the strategic appeal of Lumentums AI-optics business against doubts about financing, dilution and whether the reported talks will lead to an agreement.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

A Trian-led groups unsolicited proposal to take Wendys private has driven attention, with traders divided over whether it marks a floor or undervalues the company. Many want the board to reject it or secure a higher or competing bid, while short-squeeze talk remains speculative and no deal is assured.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Vikings Q3 update and conference call are driving discussion, with the wider-than-expected loss and CEOs roughly two-and-a-half-year commercial launch timeline for VK2735 drawing criticism. Traders debate whether the progressing obesity-drug trials and cash runway justify patience or whether slow commercialization, potential dilution, and uncertainty over a partnership versus going it alone undermine the outlook.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Reports that Marvell is in advanced, unconfirmed talks to acquire Lumentum have focused traders on the strategic appeal of combining Marvells networking chips with Lumentums optical technology for AI data centers. The community is split: some see stronger positioning in AI infrastructure, while others worry the deal could require substantial borrowing or shareholder dilution.

Fortinet, Inc. provides cybersecurity solutions to a variety of businesses, such as enterprises, communication service providers, government organizations, and small to medium-sized businesses. Its product portfolio includes network security, secure access service edge, enterprise networking, security operations, application security, and operational technology. The company was founded by Ken Xie and Michael Xie in November 2000 and is headquartered in Sunnyvale, CA.

Fortinet Inc

Fortinet shares plunged after quarterly results, as investors focused on slowing product-revenue growth, weaker service-revenue guidance and margin pressure despite headline beats and raised full-year guidance. Traders are split between viewing the selloff as an overreaction and arguing that lofty expectations made the growth and revenue mix concerns more consequential.

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$PLTR buying up here still, gonna learn the same lesson as the last 100pt drop. You’ve been given ample time to take advantage but everyone is back to putting in lambo orders. This ticker goes down in history as how grossly overvalued companies “were” during this run. (No position currently)

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Palantir Technologies Inc

 buying up here still, gonna learn the same lesson as the last 100pt drop. You’ve been given ample time to take advantage but everyone is back to putting in lambo orders. This ticker goes down in history as how grossly overvalued companies “were” during this run. (No position currently)

Travis

@WalterWhitesMoney u dum fuk (respectfully, or not, dum dum) Your dum thesis was still wrong but would have provided useful signal ~a year ago when it pushed thru 200 prematurely. I am a shameless permabull but even I said it was a good short at the time. What you and other short-sighted, micro-phallus afflicted bears don’t seem to get is growth, beautiful, compounding growth. This is not the same baby beast it was a year ago, it is now a adolescent beast w bigger balls (where are your balls, seems they are missing, or perhaps you were born that way? Honest q…) and sharper claws. This will be a trillion dollar company in the next few years and you’ll still be a whining, ball-less dum fuk while long term bulls w balls and vision will win. That is all. Good night.

 u dum fuk (respectfully, or not, dum dum) Your dum thesis was still wrong but would have provided useful signal ~a year ago when it pushed thru 200 prematurely. I am a shameless permabull but even I said it was a good short at the time. What you and other short-sighted, micro-phallus afflicted bears don’t seem to get is growth, beautiful, compounding growth. This is not the same baby beast it was a year ago, it is now a adolescent beast w bigger balls (where are your balls, seems they are missing, or perhaps you were born that way? Honest q…) and sharper claws. This will be a trillion dollar company in the next few years and you’ll still be a whining, ball-less dum fuk while long term bulls w balls and vision will win. That is all. Good night.

Asher A.

@WalterWhitesMoney so it&#39;s historically overvalued, but you can&#39;t take advantage of that? Shouldn&#39;t you be shorting the crap out of it?

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 so it's historically overvalued, but you can't take advantage of that? Shouldn't you be shorting the crap out of it?