SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Kodiak Sciences, Inc. is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of therapeutics for retinal diseases. Its product pipeline includes KSI-301 for wet AMD, KSI-301 for diabetic eye disease, KSI-501 for DME and uveitis, KSI-201 for resistant wet AMD, and KSI-401 for dry AMD. The company was founded by Stephen A. Charles and Victor Perlroth in 2009 and is headquartered in Palo Alto, CA.

Kodiak Sciences Inc

Kodiaks Phase 3 DAYBREAK trial met its primary endpoints for Zenkuda and tabirafusp-ted in wet AMD, with Zenkuda showing six-month dosing durability for many patients and a planned FDA filing. Traders celebrated the data-driven surge and speculated about a short squeeze, while others warned of profit-taking, potential dilution, and the remaining need for FDA approval.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

HBARs sharp rally and surging volume are being linked by traders to IBM-related enterprise AI and digital-identity developments involving Hedera, alongside its broader AI-partner story. Others say the catalyst is unclear and view the move as momentum or a possible short squeeze, with debate over whether gains will hold or invite profit-taking.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Quants selection by The Clearing House for its on-chain money initiative is driving attention, with traders framing the deal as a sign of growing bank adoption and renewed interest in the tokens limited supply. The sharp rally has prompted profit-taking and volatility, while some traders question whether the enterprise deal will create direct demand for QNT itself.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

CEO CJ Desais abrupt departure for a senior role at Meta, shortly before MongoDBs investor day, has driven a sharp selloff and focused attention on leadership and execution uncertainty. Traders are divided between viewing the move as an overreactionpointing to former CEO Dev Ittycherias return and reaffirmed guidanceand worrying about the abrupt transition and its timing.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Reports that the Trump administration may ease sanctions and release frozen Iranian assets in exchange for nuclear progress drove sharp, headline-led swings in SPY. Traders debated whether the reports signaled a credible deal or were unconfirmed optimism, while some pointed to persistent oil and Treasury-yield pressure.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius U.S. defense grant to convert an existing battery line for high-energy-density drone cells is driving attention, with bulls viewing it as validation and a path to domestic production scale. Traders are frustrated that the initial rally faded, while others note the facility is years from completion and the grant is not a customer order or revenue, amid broader market pressure.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

CLFs sharp selloff is being tied by traders to the announced plan for a large Mesabi Metallics steel plant in Iowa, with concerns about competition and possible challenges to CLFs Minnesota leases. Others doubt the project will proceed without financing and approvals, and attribute the decline to short selling rather than a change in fundamentals.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

Upbeat wet-AMD pipeline updates from Kodiak and 4D Molecular Therapeutics have heightened competition concerns and coincided with OCULs sharp selloff. Traders are divided: some worry rivals raise the bar for AXPAXLI, while others argue its durability data and FDA-aligned filing path remain differentiators.

Chainlink is the industry-standard decentralized oracle network that solves the "oracle problem" by connecting smart contracts with real-world data. Blockchains cannot access external information on their own, so Chainlink acts as a secure bridge, enabling smart contracts to react to real-world events using verified, tamper-proof data. It is widely considered one of the first decentralized oracle networks and is the market leader in bringing off-chain data on-chain.  The platform operates through a decentralized network of nodes that fetch, validate, and deliver data to smart contracts. When a contract requests information like a stock price, a committee of independent nodes retrieves and aggregates the data to reach consensus, then delivers a single trustworthy answer. Chainlink offers a suite of services including Data Feeds for asset prices, CCIP for cross-chain token transfers and messaging, Automation for triggering smart contract functions, and Proof of Reserve for verifying asset collateralization.  Chainlink has established itself as critical infrastructure for both DeFi and institutional adoption, with partnerships including Swift, Euroclear, Mastercard, UBS, ANZ, Fidelity International, and J.P. Morgan. Its institutional products include the Chainlink Runtime Environment for tokenized asset workflows, Confidential Compute for privacy-preserving computation, and the Automated Compliance Engine for embedding regulatory rules into smart contracts.  The LINK token is the native asset used to pay node operators for services, fund subscription accounts, and incentivize network security through staking. Node operators stake LINK as collateral, which can be slashed if they provide inaccurate data. Chainlink was co-founded in 2017 by Sergey Nazarov and Steve Ellis, who co-authored the white paper with Ari Juels, and raised $32 million in its September 2017 ICO.

ChainLink

LINKs sharp move higher has sparked momentum-driven buying and talk of a breakout, with some traders pointing to Chainlinks CCIP 2.0 institutional interoperability announcement and broader tokenization potential. Others are taking profits or questioning whether the rally will hold, calling it a possible short-lived pump.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ discussion is dominated by volatile trading around Trumps remarks and disputed reports of possible U.S.-Iran sanctions relief and nuclear concessions; the headlines sparked a relief rally, but many traders questioned the sourcing and whether a deal existed. That uncertainty is compounded by concern that rising Treasury yields and oil prices are pressuring tech stocks.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

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

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

$DAWN Day One ref=$6.45 — after months of PaYtience, Long here big size ready to add dips. Ultimate target base case 3-4-5x EV from here (current $250m pro forma). 

All trials w them as sponsor or collab: https://clinicaltrials.gov/search?spons=Day%20One%20Biopharmaceuticals,%20Inc. (Do your own homework, sorry - look thru all and analyze)

Latest Corp deck from May 2025, (meh IMO) https://ir.dayonebio.com/static-files/442ee33a-add1-4ed8-b168-1a65d4984871

Gives me hints of ARQT and CHRS as latest examples of sold off, then recovered, commercial stage biotechs. But much healthier chart + fundamentals DAWN.

Clinicaltrials

ClinicalTrials.gov

Dayonebio

@calibran_de sorry to hear that. Just remember that market and the company don’t give a shit about any of our cost. 
So don’t anchor yourself to the past. Trade what’s in front of you.

StockTwits for iOS

Peter O.

Day One Biopharmaceuticals Inc

 Day One ref=$6.45 — after months of PaYtience, Long here big size ready to add dips. Ultimate target base case 3-4-5x EV from here (current $250m pro forma). 

All trials w them as sponsor or collab: 

. (Do your own homework, sorry - look thru all and analyze)

Latest Corp deck from May 2025, (meh IMO) 



Gives me hints of ARQT and CHRS as latest examples of sold off, then recovered, commercial stage biotechs. But much healthier chart + fundamentals DAWN.

Is it darkest before the $DAWN ? 
Post approval / early launch buyers sufficiently flushed out?

Day One ref=$6.50 bullish into Ojemda ER + NTM readouts + $IPSEY Ipsen EMA JCA application for tovorafenib.

 ? 
Post approval / early launch buyers sufficiently flushed out?

Day One ref=$6.50 bullish into Ojemda ER + NTM readouts + $IPSEY Ipsen EMA JCA application for tovorafenib.

$DAWN Day One ref=$7.30 — Long large size — 2Q earnings caused a dip that was recovered well. 3Q earnings just now where slightly above cons, not bad. 

Will see…
Prior https://stocktwits.com/frontiere/message/624003259

Just for nostalgia sake: TODAY Jazz Pharmaceuticals Announces U.S. FDA Approval of Modeyso™ (dordaviprone) as the First and Only Treatment for Recurrent H3 K27M-mutant Diffuse Midline Glioma $JAZZ $CMRX Interesting to compare vs $DAWN Day One (we are long) $IPSEY Ipsen partnered.

Stocktwits

Peter O. (@frontiere) | Stocktwits

 Day One ref=$7.30 — Long large size — 2Q earnings caused a dip that was recovered well. 3Q earnings just now where slightly above cons, not bad. 

Will see…
Prior 

DAWN Day One acq MRSN Mersana - short write up https://www.oncologypipeline.com/apexonco/mersana-gets-its-rescue-bid

But the Day One deal is still 29% below where the shares stood at the start of this year.

ApexOnco

Mersana gets its rescue bid

DAWN Day One acq MRSN Mersana - short write up 

$DAWN Day One ref=$8.95 cf $MRSN Mersana — Long DAWN — Betaville buyout rumor , but while we were Bullish DAWN pre, just a sanity check for all that Betaville has had &lt;25% hit rate on their biotech rumors since 2023, the worst record among the top media.

Great discussion here lads https://stocktwits.com/TheGunnerAB/message/638512219

Source for M&amp;A rumor into deal conversion rates https://open.substack.com/pub/biotenic/p/biotech-m-and-a-rumor-accuracy-analysis

DAWN AUPH bought two assets back in 2021 in the midst of a BO process by BMS. The deal fell apart and AUPH ended shelving both assets for years until earlier this year they decided to pursue one of them.

AB (@TheGunnerAB) | Stocktwits

Update from some research I did last year

Substack

Biotech M&A Rumor Accuracy Analysis

Mersana Therapeutics Inc

 Mersana — Long DAWN — Betaville buyout rumor , but while we were Bullish DAWN pre, just a sanity check for all that Betaville has had <25% hit rate on their biotech rumors since 2023, the worst record among the top media.

Great discussion here lads 



Source for M&A rumor into deal conversion rates 

$DAWN Day One, $MRSN Mersana — that Betaville rumor with their lowest hit rates… Still Long DAWN for fundamentals 

https://www.betaville.co.uk/betaville-intelligence/tycrchnbv7j9m4y39bc5k2rfjlbggawjefed

Betaville

 Mersana — that Betaville rumor with their lowest hit rates… Still Long DAWN for fundamentals 

