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Ultragenyx Pharmaceutical, Inc. is a biopharmaceutical company, which engages in the identification, acquisition, development, and commercialization of novel products for the treatment of genetic diseases. Its products include Crysvita, Mepsevii, Dojolvi, and Evkeeza. The company was founded by Emil D. Kakkis in April 2010 and is headquartered in Novato, CA.

Ultragenyx Pharmaceutical Inc.

Ultragenyx Pharmaceutical Inc

FDA approval of Fayuvi, the first treatment for Sanfilippo syndrome Type A, is driving attention, with traders highlighting its commercial potential and accompanying Priority Review Voucher. The community is broadly bullish but debating the muted share-price response, with options positioning, short selling and profit-taking cited as possible factors.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Anticipated inclusion in the S&P 100 is the dominant catalyst, with traders expecting index-fund rebalancing and institutional buying to amplify the rally. The community is largely bullish and discussing a potential short squeeze, while skeptics warn that the move may be overextended and vulnerable to a sell-the-news reversal; buybacks and tight AI-related memory demand add support to the bullish case.

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

Bitcoins sharp breakout and move back above a major psychological level are drawing attention, with traders citing heavy short liquidations, stronger volume, and optimism around crypto-market regulation despite recent rate hikes and the failed Clarity Act. The community is broadly bullish and expects further upside, though some traders view the move as a possible fakeout near resistance and anticipate a pullback.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphases expansion into U.S.-made IQ solid-state transformers for AI data centers, alongside restrictions on foreign-made power inverters, is driving renewed interest in the stock. Bulls view the technology and domestic-supply-chain positioning as future growth opportunities, while skeptics remain focused on weak residential-solar demand, elevated rates, and volatile price action.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Wells Fargos downgrade of Netflix to Underweight, citing weakening viewer engagement and a softer original-content slate, is driving the selloff and dominant discussion. Traders are split between bearish views that competition and content weakness signal further downside and dip-buyers who see the call as an overly negative outlier versus broader analyst support.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

A sharp Bitcoin rally is lifting Coinbase and other crypto-linked stocks, while traders view the SECs five-year exemption for certain tokenized-stock venues as a potential regulatory opening for Coinbase. The community is broadly bullish and watching for a breakout, but bears question the moves durability, citing technical resistance, options activity, and uncertainty after the CLARITY Act stalled.

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

Attention is centered on the pending VK2735 maintenance-study readout, with traders debating whether monthly dosing can preserve weight loss without renewed gastrointestinal side effects. Bulls expect the data to validate Vikings obesity program, while bears point to CEO Brian Lians cautious comments and uncertainty around efficacy and tolerability as reasons for the selloff.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Traders are linking Lam Researchs sharp move to India semiconductor investment news and expectations that CXMTs expansion into NAND could drive additional etch and deposition equipment demand. The community remains divided over whether U.S. export approvals and China-related competition could limit the benefit, while broader semiconductor-equipment buying is supporting the rally.

Cybin, Inc. operates as a clinical-stage biopharmaceutical company on a mission to create safe and effective psychedelic-based therapeutics to address the large unmet need for new and innovative treatment options for people who suffer from mental health conditions. It is currently developing CYB003, a proprietary deuterated psilocybin analog for the treatment of major depressive disorder and CYB004, a proprietary deuterated DMT molecule for generalized anxiety disorder and has a research pipeline of investigational psychedelic-based compounds. The company was founded by Paul Glavine, Eric So, and John Kanakis on October 13, 2016 and is headquartered in Toronto, Canada.

Helus Pharma Inc.

Attention centers on Helus Pharmas fully enrolled Phase 3 APPROACH trial of HLP003 for adjunctive major depressive disorder, with topline results expected in Q4. Traders are positioning ahead of the binary clinical catalyst, citing the new CEO and insider buying, while others attribute the pullback to profit-taking, expiry-related volatility, dilution concerns, and uncertainty over whether Phase 3 results will match earlier data.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

A broad Bitcoin rebound, alongside renewed optimism about alternative U.S. crypto-regulatory pathways after the Clarity Act stalled, has lifted Strategy and other crypto-linked equities. Traders are debating whether the move reflects short covering and expanding Bitcoin exposure or an overextended rally vulnerable to dilution, higher rates, and a renewed Bitcoin pullback.

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Ethereum

Solana

Ripple

Dogecoin

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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Ratio of stocks to long bonds hits a new all-time high. $SPY $TLT

Chad Tempest

Michael Bozzello

Howard Lindzon

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$SPY $TLT This chart. Something to think about today.

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iShares 20+ Year Treasury Bond ETF

Ratio of stocks to long bonds hits a new all-time high. 

Charlie Bilello

@charliebilello weak TLT, not weak $USO , means new 52wk high for $GLD