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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

Netflix is experiencing a sharp stock decline, sparking widespread investor confusion despite recent financial reports indicating better-than-expected performance. The immediate catalyst appears to be market apprehension regarding the debt impact of its substantial acquisition ambitions and a temporary halt in share buybacks. This has divided the community, with many seizing what they call a 'generational' buying opportunity, while others foresee deeper corrections due to perceived growth moderation and sector competition.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending amid key strategic announcements, including a significant expansion with HD Hyundai in South Korea and a role in building next-gen AI infrastructure across EMEA. CEO Alex Karp's prominent presence at Davos, highlighting AI-driven efficiency and impact, fuels a strong bullish narrative among some investors. Conversely, the community remains divided on its lofty valuation, with others anticipating pullbacks and monitoring broader market volatility.

Corvus Pharmaceuticals, Inc. engages in the development of immune modulator product candidates with the potential to treat solid cancers, T-cell lymphomas, autoimmune diseases, and infectious diseases. Its product pipeline includes B Cell Activator and Anti-CD73, Adenosine Production Inhibitor Anti-CD73, ITK Inhibitor, A2AR Inhibitor, Anti-CXCR2, and A2BR Inhibitor. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Corvus Pharmaceuticals (CRVS) is trending following its announcement of strong Phase 1 clinical trial data for soquelitinib in atopic dermatitis, showcasing high efficacy and a favorable safety profile that excites investors about its blockbuster potential. While the positive results have fueled significant bullish sentiment and speculation around partnerships, a recently announced public offering has simultaneously introduced dilution concerns, leading to mixed community perspectives.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

KENDU is trending as a "permissionless brandcoin" captivating the crypto space with its continuous development of real-world products, such as KENDU SPICE and energy drinks, available across multiple blockchains. The highly active and bullish community drives its growth, emphasizing a long-term vision and relentless IRL efforts that set it apart from typical hype-driven projects. This unique blend of tangible utility and strong collective conviction makes KENDU a standout topic among enthusiasts.

Anteris Technologies Global Corp. is a structural heart company, which engages in the development and commercialization of medical devices for heart diseases. It operates through the following geographical segments: United States, Germany, Australia, Switzerland, and Sweden. The company was founded in 1999 and is headquartered in Eagan, MN.

Anteris Technologies Global Corp.

Anteris Technologies Global

Anteris Technologies (AVR) is trending due to a strategic private placement by Medtronic complementing a recent public offering, sparking significant community speculation about potential future upside and acquisition. This excitement is further fueled by the company's recent commencement of its pivotal DurAVR heart valve trial, with many viewing the stock as currently undervalued.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is experiencing a notable surge, primarily fueled by promising 5-year clinical data for its personalized cancer vaccine in collaboration with Merck and recent global regulatory submissions for its seasonal flu vaccine. The community is actively discussing the company's improved financial outlook and strategic shift towards its diverse mRNA pipeline beyond prior vaccine products. This reevaluation is amplified by a significant short interest, with many anticipating continued momentum in the broader biotech sector.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix Corp is trending amidst mixed community reactions to recent developments, including the departure of its COO and announcements of partnerships with smart eyewear companies Jorjin and L'Attitude 52N at CES. While bulls point to independent testing validating high volumetric energy density for its AI-1 battery and long-term potential in AI-driven devices, many investors express frustration over continued delays in securing significant smartphone orders and perceived inconsistencies in management's execution. The conversation highlights a divide between confidence in the company's patented silicon-anode battery technology and skepticism regarding its ability to achieve mass commercialization.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is experiencing a parabolic rally to new record highs, driven by escalating US-Europe trade tensions over Greenland and broader global geopolitical uncertainties. The community is buzzing about gold's safe-haven appeal and discussing the potential for a continued ascent towards $5,000 an ounce as investors seek refuge in real assets amidst a climate of market instability and currency debasement concerns.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martin is experiencing heightened trading activity following rapid shifts driven by presidential remarks concerning defense contractors; initially dipping on dividend and buyback discussions, then surging on proposals for a significantly increased defense budget. This has sparked broad community discussion around potential sector tailwinds, LMT's critical role in defense systems, and its new PAC-3 missile production expansion agreement amidst global tensions.

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.

Oracle is experiencing heightened trading activity as the community awaits the anticipated finalization of the TikTok U.S. deal while simultaneously reacting to news of a bondholder lawsuit citing undisclosed AI infrastructure debt. Investors are sharply divided, debating whether Oracle's extensive cloud and AI investments will propel future growth or if its increasing debt burden makes it a significant risk.

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$CYDVF added last week with a little of my huge LAC profit. 

👉 completed PFS
👉 Applied for Govt loan
👉 has water rights permit
👉 producing battery grade Li at pilot plant
👉 has enough $$$ to fund FS
👉 is on the govt fast track list
👉 looking for partner

This is primed for a buyout from an OEM or a big miner.

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Century Lithium Corp.

 added last week with a little of my huge LAC profit. 

👉 completed PFS
👉 Applied for Govt loan
👉 has water rights permit
👉 producing battery grade Li at pilot plant
👉 has enough $$$ to fund FS
👉 is on the govt fast track list
👉 looking for partner

This is primed for a buyout from an OEM or a big miner.

American Battery Technology Company

Lithium Americas Corp

Electra Battery Materials Corp

Noram Ventures Inc

St-Georges Eco-Mining Corp

Nevada Lithium Resources Inc

Dean S

@deans1 To add: 
 
- Completed FS already*, with updated FS/DFS expected before March 2026. Hope/stated lowered CAPEX below $1B for Phase 1, increased Li recovery, etc ”Optimization Program”. Originally expected by EOY 25 but guess is delayed partly due to Aquatech acquiring Koch Li-Pro leading to additional or re-run optimizations, combined with longer POO timeline (also 3/2026) 
- Enough $$ for runrate through 2026, including updated FS (0 dilution expected) 
-Battery grade LCE produced by demo plant successfully utilized in domestic LFP battery manufacturer (derisking)

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 To add: 
 
- Completed FS already*, with updated FS/DFS expected before March 2026. Hope/stated lowered CAPEX below $1B for Phase 1, increased Li recovery, etc ”Optimization Program”. Originally expected by EOY 25 but guess is delayed partly due to Aquatech acquiring Koch Li-Pro leading to additional or re-run optimizations, combined with longer POO timeline (also 3/2026) 
- Enough $$ for runrate through 2026, including updated FS (0 dilution expected) 
-Battery grade LCE produced by demo plant successfully utilized in domestic LFP battery manufacturer (derisking)