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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 raised full-year revenue outlook, driven by stronger demand for Amtagvi and Proleukin, sparked a sharp rally. Traders are broadly bullish, with short-squeeze talk and anticipation of lung-cancer data, while some caution that the move may be overextended.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobiles new change-of-control severance policy has fueled buyout and strategic-partnership speculation, though traders emphasize that the filing is not evidence of an active deal and may be routine governance. The chatter is tempered by frustration over the lack of shipment or launch updates for the next BlueBird satellites.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Lundbeck takeover speculation is driving attention after reports it explored acquiring Xeris, though the company has said it is not for sale and no deal is confirmed. Traders debate whether that response is negotiating posture or a signal to remain independent, citing Xeriss commercial growth and XP-8121 prospects.

Fair Isaac Corp. engages in the provision of decision management solutions. It operates through the Software and Scores segments. The Software segment includes pre-configured analytic and decision management solutions designed for a specific type of business need or process. The Scores segment focuses on business-to-business scoring solutions and services, business-to-consumer scoring solutions and services including myFICO solutions for consumers and associated professional services. The company was founded by Bill Fair and Earl Isaac in 1956 and is headquartered in San Jose, CA.

Fair Isaac Corp.

Fair, Isaac Corp.

The FHFAs move to include VantageScore alongside FICO Classic on a unified Fannie Mae and Freddie Mac mortgage pricing grid, alongside Rocket Mortgages planned VantageScore preference for eligible loans, has raised concerns that competition could erode FICOs mortgage-scoring advantage. Traders are debating whether the selloff reflects a lasting threat to its pricing power or an overreaction, with some seeing a buying opportunity and others warning of further pressure.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas selection for the U.S. Armys ALATTIS program to develop next-generation 10 kV silicon-carbide semiconductors sparked attention, with traders viewing it as technology validation and a potential longer-term defense and infrastructure opportunity. The reaction is divided: some see the award as bullish, while others point to the undisclosed program value and prototype scope as reasons the initial pop faded.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as Treasury yields surge amid inflation concerns, expectations of further Fed tightening and worries about government borrowing. Traders are largely bearish on the bond selloff, though some see oversold conditions and argue a rebound may be near; they also debate whether higher yields will eventually weigh on stocks.

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 sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, 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

Amazons decision to block Metas Muse shopping agent has prompted debate over whether AI shopping tools could threaten its marketplace discovery and ad business or whether Amazon is protecting its commerce platform as it develops its own agentic tools. The discussion is set against persistent share-price weakness, with some traders worried about AI competition and heavy spending while others remain positive on AWS and Amazons commerce infrastructure.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys sharp rebound is being linked to renewed confidence that Oracles Project Jupiter fuel-cell commitment remains intact, alongside demand for power at AI data centers and S&P rebalancing chatter. Bulls welcomed the move, while skeptics pointed to valuation, volatility and the possibility of profit-taking.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

Fubos volatile pullback and choppy, often low-volume trading are fueling debate, with bullish traders blaming short pressure and speculating about a squeeze while bears question the business and expect further downside. Some investors are looking to the next earnings report and potential Disney integration progress for clearer evidence of a turnaround, but those remain areas of expectation rather than a confirmed immediate catalyst.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Evernorths transition from the Armada SPAC to Nasdaq trading as XRPN is driving attention, alongside its XRP treasury strategy. Traders are enthusiastic about potential XRP exposure and the warrants, while others question valuation and warn of volatility and merger-related risk.

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$PATH SAAS apocalypse is cancelled and was dumb in the first place. If you haven’t noticed the sector rotation starting, it is. And it’s still early to get in. $NOW $CRM $WDAY $MSFT all have plenty of room to run up from this dip but my favorite is PATH for outsized returns from here. 

Buy low, sell high.

Pat Voss

Mkm950

DillyDayTrader

King Kante

Samiul Karim

David Burke

Brian Cespiva

Anne

JD SU

Jonas Kaa

Kevin

A Ward

psight

Jay Ali

Carsten Hante

Goksel Topbas

$CRM $MSFT $NOW $PATH $WDAY all these up since this post and it’s still early.

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Winston

UiPath Inc

ServiceNow Inc

Salesforce Inc

Workday Inc

Microsoft Corp

 SAAS apocalypse is cancelled and was dumb in the first place. If you haven’t noticed the sector rotation starting, it is. And it’s still early to get in. 

 all have plenty of room to run up from this dip but my favorite is PATH for outsized returns from here. 

Buy low, sell high.