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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desks quarterly earnings beat and stronger-than-expected outlook sparked a sharp after-hours rally that largely faded as management acknowledged growth remains below expectations and traders focused on flat-to-declining revenue and margin pressure. The community is split between seeing a turnaround and potential short squeeze, and doubting the growth outlook, CEO credibility, and buyback plans.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Globals planned expansion into data-center power, including framework agreements for gas-fired generation equipment, is the main focus. Traders see potential to diversify beyond LNG, but question execution, financing and customer commitments; the announcement drew a negative reaction amid weakness in AI-related stocks.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers quarterly report triggered a sharp selloff as an unexpected loss, shrinking margins, weaker profit guidance and a sequential subscriber decline overshadowed strong revenue growth. Traders are divided between concerns about profitability, subscriber momentum and competition, and hopes that international expansion, the Lilly partnership and the upcoming Peptides+ launch can support a recovery.

Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbines quarterly report showed strong revenue growth and an improved full-year revenue outlook, but margin compression and a less-impressive profit outlook sparked a sharp selloff. Traders are split between viewing the reaction as an overreaction to temporary investment and partner-mix costs and worrying that growth is not translating into durable profitability, with debt adding to concerns.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. The firm offers annealing and gate-model quantum computing technologies. It provides professional services that assist customers in identifying and implementing quantum computing applications and selling quantum computer systems to customers. The company was founded by Eric Ladizinsky in 1999 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Waves Q3 earnings are driving discussion, with some traders calling the report a beat while others question whether near-term system deliveries and commercial adoption can support the companys valuation. The debate is unfolding amid sharp volatility in quantum stocks, with bulls looking for a recovery and skeptics focused on the sectors speculative outlook.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas latest earnings are driving attention: traders cite strong revenue growth and momentum in Shopee and Monee, but weigh that against a profit miss tied to higher credit losses and growth spending. Reactions are split between viewing the pullback as an overreaction and worrying that spending and credit risks could pressure results; the newly approved share repurchase is a positive for some.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber is drawing attention after a steep selloff, with traders pointing to dilution, execution and financing concerns, and weakness across AI data-center stocks. Bulls argue that NC-1 funding and future customer deals could support growth, while some speculate that heavy short interest may amplify a rebound; the financing and contract outlook remain central points of debate.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riots Q3 results and a 15-year lease for 910 MW of its Corsicana campus with a leading AI lab are driving attention, reinforcing its shift from bitcoin mining toward AI data-center infrastructure. Traders are largely bullish on the deal and the stocks rebound, while others question financing, construction and permitting risks and note that lease revenue will take time to arrive.

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

Nvidia is drawing attention after CEO Jensen Huang acknowledged an affair with a woman reported to be a suspected Chinese spy, prompting an independent board investigation and a proposed investor lawsuit. Traders debate whether the scrutiny could threaten Huangs leadership or expose security and China-sales risks, while others view the selloff as a buying opportunity and argue Nvidias AI-chip business remains intact.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holdings Q3 results are driving attention: traders note record sales and a higher gross-margin outlook, but shares fell as management reiterated its full-year sales-growth outlook rather than raising it. The reaction is split between investors calling the selloff a buying opportunity and frustrated holders questioning why a strong report failed to lift the stock.

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$VBIV Based on the following recent events, it seems like GSK is getting more serious about VBIV&#39;s CMV/GBM IP. IMO, these events could easily qualify GSK as an emerging candidate for a partnership for our CMV/Oncology IP or even as a potential acquirer.
  
a. GSK co-filing of a new US-20210069321 patent application with VBIV for the Immunotherapeutic Composition consists of our 1901 IP with GSK&#39;s adjuvant.

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VBI Vaccines Inc.

 Based on the following recent events, it seems like GSK is getting more serious about VBIV's CMV/GBM IP. IMO, these events could easily qualify GSK as an emerging candidate for a partnership for our CMV/Oncology IP or even as a potential acquirer.
  
a. GSK co-filing of a new US-20210069321 patent application with VBIV for the Immunotherapeutic Composition consists of our 1901 IP with GSK's adjuvant.

 b. The same patent was filed across three jurisdictions within a week apart from each other (Canada on March 8, 2021, the USA on March 10, 2021, and WO-Worldwide on March 17, 2021)

 c. Unlike VBIV&#39;s 1901 related IP patent US-20200376113, which was filed only in the US on December 3, 2020, the co-filed GSK patent goes into a full length, claiming the patent&#39;s applicability to other oncology indications such as breast, colon, ovarian, and prostate cancer, rhabdomyosarcoma, hepatocellular cancer, salivary gland tumors, neuroblastoma, and brain tumors.

 c. Unlike VBIV's 1901 related IP patent US-20200376113, which was filed only in the US on December 3, 2020, the co-filed GSK patent goes into a full length, claiming the patent's applicability to other oncology indications such as breast, colon, ovarian, and prostate cancer, rhabdomyosarcoma, hepatocellular cancer, salivary gland tumors, neuroblastoma, and brain tumors.

 Outlined claims of VBIV&#39;s US-20200376113 patent:

 Outlined claims of VBIV's US-20200376113 patent:

 Outlined claims of GSK&#39;s US-20210069321 patent for 1901 IP:

 Outlined claims of GSK's US-20210069321 patent for 1901 IP:

 d. The fact that Kirsten Schneider-Ohrum is listed on the patent as a co-inventor along with David, where she has no connection to neither underlying IP nor the GSK&#39;s AS01 adjuvant used in it, says a lot about this patent&#39;s intention.  IMO, the real purpose is an initiation of IP transfer from VBIV to GSK.

 d. The fact that Kirsten Schneider-Ohrum is listed on the patent as a co-inventor along with David, where she has no connection to neither underlying IP nor the GSK's AS01 adjuvant used in it, says a lot about this patent's intention.  IMO, the real purpose is an initiation of IP transfer from VBIV to GSK.

 e.  Also, Kirsten Schneider-Ohrum&#39;s sudden move from her previous position, where one of her responsibilities was enabling revenue growth by accurately forecasting the evolution of new vaccines and identifying profitable vaccines... now to head cytomegalovirus vaccine development bods well with the point d. above.

 e.  Also, Kirsten Schneider-Ohrum's sudden move from her previous position, where one of her responsibilities was enabling revenue growth by accurately forecasting the evolution of new vaccines and identifying profitable vaccines... now to head cytomegalovirus vaccine development bods well with the point d. above.

 f. The timing aspect of Kirsten Schneider-Ohrum&#39;s promotion (January of 2021) to head CMV-based vaccine development in correlation with our ongoing 1901 clinical trials&#39; positive progress right around the same time.

 f. The timing aspect of Kirsten Schneider-Ohrum's promotion (January of 2021) to head CMV-based vaccine development in correlation with our ongoing 1901 clinical trials' positive progress right around the same time.

 g. VBIV&#39;s secrecy around undisclosed preclinical study for &quot;Other CMV+ Tumors&quot; paired with the points a. b. c. d. e. f. now starts making more sense.

 g. VBIV's secrecy around undisclosed preclinical study for "Other CMV+ Tumors" paired with the points a. b. c. d. e. f. now starts making more sense.

 h. GSK&#39;s recent ADR&#39;s issuance on March 15, 2021, and Automatic Shelf registration on March 26, 2021, might be a good indicator of them getting ready to finance upcoming partnership or BO.

 h. GSK's recent ADR's issuance on March 15, 2021, and Automatic Shelf registration on March 26, 2021, might be a good indicator of them getting ready to finance upcoming partnership or BO.

@bmkb24  I sent you a message in private chat.  You&#39;re definitely onto something... Thank you for this amazing post, ill read it again tomorrow AM and break it down with @ChugNorris

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  I sent you a message in private chat.  You're definitely onto something... Thank you for this amazing post, ill read it again tomorrow AM and break it down with 

@bmkb24 you sir, are a blessing to this community. Thanks for this wonderful DD. Sure beats my speculative interpretation of common knowledge. GLTA.

 you sir, are a blessing to this community. Thanks for this wonderful DD. Sure beats my speculative interpretation of common knowledge. GLTA.

@Xtrykr anytime brother, always happy to share my findings :)

 anytime brother, always happy to share my findings :)

@bmkb24 I couldn&#39;t help but notice the filing date vs the publication dates where these patent applications were published within about 6-12 months of filing. That is very fast! Normally from filing to publishing takes 18 months. Was there some sort of priority given to these series of patents to have the patent office churn them out so quickly?

 I couldn't help but notice the filing date vs the publication dates where these patent applications were published within about 6-12 months of filing. That is very fast! Normally from filing to publishing takes 18 months. Was there some sort of priority given to these series of patents to have the patent office churn them out so quickly?

@Xtrykr it&#39;s quite possible that they applied for USPTO&#39;s prioritized examination path...

 it's quite possible that they applied for USPTO's prioritized examination path...

@bmkb24 @Xtrykr this would be a perfect scenario to an already perfect situation.

 this would be a perfect scenario to an already perfect situation.

@bmkb24 $VBIV El, wow, thanks a lot, awesome and very telling find indeed! The joint GSK-VBIV US-20210069321 patent application has a filling date of Sep 8th, 2020. As you may remember, VBI Vaccines B.V. was registered in NL in the end of Oct 2020. These two events could be related. E.g., Tesaro BO by GSK also involved a Dutch incorporation of Tesaro two years before it has occurred.

 El, wow, thanks a lot, awesome and very telling find indeed! The joint GSK-VBIV US-20210069321 patent application has a filling date of Sep 8th, 2020. As you may remember, VBI Vaccines B.V. was registered in NL in the end of Oct 2020. These two events could be related. E.g., Tesaro BO by GSK also involved a Dutch incorporation of Tesaro two years before it has occurred.

@bmkb24 since the interview, news isn&#39;t their game plan.. important events such as their Israel client purchasing 1yr advance stock of HepB vaccines is significantly news worthy. They do not showcase either which and then they hit with events like CEPI, events with BRii etc ,  the IR of the company lags but still a great company to discover..

 since the interview, news isn't their game plan.. important events such as their Israel client purchasing 1yr advance stock of HepB vaccines is significantly news worthy. They do not showcase either which and then they hit with events like CEPI, events with BRii etc ,  the IR of the company lags but still a great company to discover..

@bmkb24 Thank you El! Some world-class DD.  Not worried about this low volume bio SP bleed, but your posts always make the dreary days much better. Thanks bro.

 Thank you El! Some world-class DD.  Not worried about this low volume bio SP bleed, but your posts always make the dreary days much better. Thanks bro.

Birdstar Mothman

@bmkb24 best DD I have seen on here in a while thank you!

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 best DD I have seen on here in a while thank you!

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@stau Anytime bro. Btw, excellent association with the B.V. event... Another similarity with the Tesaro acquisition is that in the same year of that BO, GSK initiated automatic shelf registration F-3ASR on March 27, 2018, followed by the cascade of other prospectus-based filings to help raise cash. Here is the chronological list of those filings, starting with the March 27 shelf registration filing and ending with the tender drop on  on December 3, 2018.

 Anytime bro. Btw, excellent association with the B.V. event... Another similarity with the Tesaro acquisition is that in the same year of that BO, GSK initiated automatic shelf registration F-3ASR on March 27, 2018, followed by the cascade of other prospectus-based filings to help raise cash. Here is the chronological list of those filings, starting with the March 27 shelf registration filing and ending with the tender drop on  on December 3, 2018.

@bmkb24 Thank you for the update and condensation of information. I wouldn&#39;t have had the chance at all or experience to get something like this together. CHeers

 Thank you for the update and condensation of information. I wouldn't have had the chance at all or experience to get something like this together. CHeers

Armin

@bmkb24 El, I&#39;ve checked how much cash GSK has raised in these offerings through May 2018. If I counted it right, it was about $5.x billions.  Tesaro buyout with a price tag of $5.1B was announced in December, which was very close to the raised sum of money. I&#39;d closely watch for GSK offerings in the next months. If it happens, we will be able to roughly guess an upper limit to the price tag of a potential GSK acquisition (or partnership).

 El, I've checked how much cash GSK has raised in these offerings through May 2018. If I counted it right, it was about $5.x billions.  Tesaro buyout with a price tag of $5.1B was announced in December, which was very close to the raised sum of money. I'd closely watch for GSK offerings in the next months. If it happens, we will be able to roughly guess an upper limit to the price tag of a potential GSK acquisition (or partnership).

@stau thank you for the confirmation bro. You’re absolutely correct Tesoro’s  price tag was at around $5.1... Please keep us posted if you discover any new GSK offerings.

 thank you for the confirmation bro. You’re absolutely correct Tesoro’s  price tag was at around $5.1... Please keep us posted if you discover any new GSK offerings.

@C0ffeeB34n @glimdbea anytime guys, always happy to share :)

@bmkb24 Hi El, have you seen this interesting article about GSK?: https://www.ft.com/content/f135e584-bda2-47ad-a414-38346abaec04
They desperately need new drugs in their pipeline, especially, in cancer/covid-19 space :)

When Emma Walmsley announced the bold move to break-up British drugmaker GlaxoSmithKline in 2018, she said spinning off its toothpaste-and-vitamins unit would allow the company to focus on delivering "breakthrough medicines". But as the split looms, with GSK due to reveal more detail on its plans for the £9.8bn consumer health joint venture with Pfizer in June, shareholders fear the cupboard of innovative drugs is almost bare.

Pipeline pressure and Elliott's stake have GSK in a spin

 Hi El, have you seen this interesting article about GSK?: 


They desperately need new drugs in their pipeline, especially, in cancer/covid-19 space :)

@stau good find bro... thx for sharing. I’ve also dugout some additional info that conforms our assumptions about ongoing negotiations between GSK and VBIV... I will try to post about it sometimes later tonight or tomorrow.

 good find bro... thx for sharing. I’ve also dugout some additional info that conforms our assumptions about ongoing negotiations between GSK and VBIV... I will try to post about it sometimes later tonight or tomorrow.

@bmkb24 In this article the authors mentioned July/August as a critical time for the drug division of the newly restructured GSK, which is facing a tough choice of either selling itself to a BP (imho impossible due to a huge price tag of $70B)  or radically expanding its pipeline via partnerships/acquisitions. If this is indeed true, making multiple partnerships with various promising small/mid-cap bios would probably make the most sense for the drug-making part of the new GSK. Because such a tight timeframe would simply leave very little time for GSK to issue the next wave of debt notes and acquire one or several small biotechs. This aligns very well with your finding of GSK taking over the onco business of VBIV.

 In this article the authors mentioned July/August as a critical time for the drug division of the newly restructured GSK, which is facing a tough choice of either selling itself to a BP (imho impossible due to a huge price tag of $70B)  or radically expanding its pipeline via partnerships/acquisitions. If this is indeed true, making multiple partnerships with various promising small/mid-cap bios would probably make the most sense for the drug-making part of the new GSK. Because such a tight timeframe would simply leave very little time for GSK to issue the next wave of debt notes and acquire one or several small biotechs. This aligns very well with your finding of GSK taking over the onco business of VBIV.

Although GSK does not actively pursue any CMV IP after they put a halt on the one they had due to insufficient efficacy... The recent activity around hiring/promoting senior CMV personnel is very telling. 

Senior Director, Clinical Development Vaccines - Cytomegalovirus
https://jobs.gsk.com/en-gb/jobs/273700?lang=en-us

Although GSK does not actively pursue any CMV IP after they put a halt on the one they had due to insufficient efficacy... The recent activity around hiring/promoting senior CMV personnel is very telling. 

Senior Director, Clinical Development Vaccines - Cytomegalovirus


@bmkb24 El, I found that in June 2020 GSK has submitted another patent regarding the use of the CHO mammalian cells for production CMV antigens (and which was published in Sep 2020):
https://www.lens.org/lens/patent/170-868-410-347-228

The Lens serves almost all the patents and scholarly work in the world as a free, open and secure digital public good, with user privacy a paramount focus.

The Lens - Free & Open Patent and Scholarly Search

HR P20200932 T1 - Mammalian Cells Expressing Cytomegalovirus Antigens The Lens - Free & Open Patent and Scholarly Search

 El, I found that in June 2020 GSK has submitted another patent regarding the use of the CHO mammalian cells for production CMV antigens (and which was published in Sep 2020):
