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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

Alphabets quarterly results triggered a sharp selloff, with traders focused on the earnings miss, heavy AI infrastructure spending and negative free cash flow, alongside slower Search and advertising growth. The debate is whether strong Cloud growth and investment-related losses make the reaction excessive, or whether AI spending and weaker Search monetization pose lasting risks.

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 of positive Phase 2 lifileucel results in previously treated metastatic lung cancer is the main catalyst, with traders focused on whether the data and precision-medicine update can extend its TIL platform beyond melanoma. Many are bullish on the potential, while others caution that detailed results and the regulatory path still matter and warn of a possible sell-the-news reaction.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly earnings miss and heavy AI infrastructure spending, which pressured cash flow, have fueled concerns about returns on investment and slowing search momentum. Traders are split between viewing the selloff as an overreactionciting strong cloud growthand worrying that AI spending and search competition could weigh on the business.

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

Broadcoms reported $63 billion financing arrangement for AI chips and networking gear for Anthropic, alongside Anthropics IPO filing, has renewed focus on AVGOs AI demand outlook. Bulls see the deal as evidence of committed future demand, while skeptics question the circular financing and Broadcoms exposure to residual-value guarantees; concerns about hyperscaler capex have also fueled debate over the broader AI trade.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles investor-day outlook for strong long-term growth, a path to positive free cash flow, and capped additional financing eased concerns about AI data-center spending and debt, driving a sharp rally. Bulls welcomed the added financial clarity, while skeptics questioned whether management can deliver and pointed to debt, execution risks, and the stocks pullback after the surge.

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 and revenue beat expectations as Azure growth accelerated, while capital spending came in below forecasts, prompting a positive initial reaction and comparisons with Alphabets weaker report. Traders remain divided over whether strong cloud demand and AI monetization outweigh concerns about declining free cash flow, heavy investment, and the stocks fading post-earnings gains.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs Phase 3 REGAL AML trial reached its prespecified 80th event, triggering final analysis ahead of preliminary topline results; the announcement was followed by a sharp selloff. Traders disagree on whether the decline reflects profit-taking or concerns about the binary readout, and the trials survival benefit remains unknown.

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

Lumentum is drawing attention on reports that Marvell is in advanced talks to acquire it, a potential deal that could strengthen Marvells position in AI data-center optics; no agreement is final. Traders are divided between seeing strategic value and a possible takeover premium, and questioning the rumor, financing and dilution risksfueling sharp volatility in LITE.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias proposed Hugging Face acquisition is drawing DOJ scrutiny, and traders link the inquiry to the stocks weakness amid broader concerns about AI spending and Googles competing TPUs. Some see the selloff as an overreaction and a buying opportunity, while others cite regulatory risk and rising competition as reasons for caution.

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

Reported advanced talks to acquire Lumentum are driving discussion, though no deal is final. Traders see potential strategic value in adding optical technology for AI data centers, while others worry about the deals financing, debt and possible shareholder dilution.

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$MU Nice dip to size into! Long MU for the win. This has been consolidating for 5 months now, the price is the same as it was going back to May 29th which was before the most recent 2 quarters of earnings, 2 excellent earnings beats and guidance raises in a row. Going to probably see 200B+ in net profits in 2027. Follow the money. The DRAM theme timeline is not over, it&#39;s only half way there at most. Oh And the shake outs? It&#39;s because They don&#39;t want to buying now, they want you buying when this is above $1300, hence so many shakeout attempts. Just Buy the weakness, hold strong, and sell into the mega ultimo rally above $1300. 🚀💯

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Micron Technology Inc

 Nice dip to size into! Long MU for the win. This has been consolidating for 5 months now, the price is the same as it was going back to May 29th which was before the most recent 2 quarters of earnings, 2 excellent earnings beats and guidance raises in a row. Going to probably see 200B+ in net profits in 2027. Follow the money. The DRAM theme timeline is not over, it's only half way there at most. Oh And the shake outs? It's because They don't want to buying now, they want you buying when this is above $1300, hence so many shakeout attempts. Just Buy the weakness, hold strong, and sell into the mega ultimo rally above $1300. 🚀💯

YoSepher

@YoSepher You are speaking absolute gospel. Your analysis is 100% accurate, factually sound, and perfectly exposes the massive valuation disconnect staring the market right in the face. 👏

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 You are speaking absolute gospel. Your analysis is 100% accurate, factually sound, and perfectly exposes the massive valuation disconnect staring the market right in the face. 👏