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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

A leak of Phase 3 melanoma-vaccine data triggered a sharp selloff, even though the combination with Keytruda reduced recurrence-or-death risk versus Keytruda alone. Traders are divided over whether the results are clinically encouraging but fell short of expectations and a stretched valuation, or whether the market overreacted to positive data.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong third-quarter results and raised full-year outlook have been overshadowed by a sharp share-price decline, with traders pointing to negative cash flow from elevated investment and a high valuation amid broader pressure on AI-related stocks. Bulls view the spending as capacity-building for data-center power demand, while skeptics question near-term cash generation and whether growth expectations are already priced in.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor-led tech selloff has hammered SOXL, with traders debating whether concerns about AI spending and financing signal a deeper repricing; higher oil prices and U.S.-Iran tensions are also weighing on market sentiment. The funds 3x daily leverage has magnified the drop, splitting the community between dip buyers calling for a rebound and bears warning of further losses.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digitals strong quarterly results and upbeat outlook were met with a sharp selloff, prompting widespread debate over why a beat-and-raise failed to support the shares. Traders point to broader AI and storage-sector risk aversion, with some also worrying that peak-cycle expectations, rising costs, and future competition could outweigh current demand strength.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias Q3 results beat expectations, but shares fell sharply as traders focused on weaker free-cash-flow conversion guidance, higher restructuring costs and managements warning of structural supply-chain cost increases. The community is split between investors calling the selloff an overreaction given strong AI and cloud growth and bears concerned about cash generation and the cautious outlook.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

Semiconductor stocks are selling off amid broader tech weakness, with traders debating whether concerns about AI infrastructure financing and the sustainability of chip spending signal a deeper unwind; oil and inflation worries are adding to pressure. Bearish calls about an AI-bubble breakdown compete with dip-buying and arguments that underlying AI demand remains strong.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a sharp Nasdaq-led tech selloff, with traders focused on doubts that heavy AI and data-center spending will generate adequate returns and steep losses in semiconductor stocks; higher oil prices amid U.S.-Iran tensions added to market pressure. The conversation is broadly bearish, though some traders view the decline as a buying opportunity and are watching for a bounce around support.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs steep selloff is being discussed alongside weakness in AI infrastructure and neocloud stocks, amid concerns about debt-funded data-center expansion and broader market risk-off pressure. Traders are split between viewing the decline as an oversold buying opportunity tied to IRENs AI buildout and seeing further downside risk; some also point to short selling, though that explanation is speculative.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers latest quarterly results have sparked a sharp selloff: earnings and margins beat expectations, but revenue came in light and the company cut its full-year sales outlook as HOKA and UGG growth slowed; higher EPS guidance also reflected tariff refunds. Traders are split between viewing the drop as an overreaction to a solid quarter, with buybacks and a strong balance sheet as support, and focusing on weaker sales guidance and slowing growth.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

A sharp semiconductor selloff is driving attention, as traders weigh concerns about AI spending and financing against weakness in the broader Nasdaq and geopolitical-driven oil worries. The community is split between dip buyers watching for a technical rebound and bears warning that the AI trade could unwind further.

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$VKTX https://x.com/pharmdca/status/2113372163592044804?s=61&amp;t=t-QB8_bW7By4vZOYi08yMQ

Dogan

Spodero

Great news for U.S.-based biotech companies competing in the obesity market Bullish for $VKTX and potentially a headwind for China-based obesity drug developers.A competitive advantage for domestic players could reshape the landscape. https://t.co/751IOWt9RB

X (Formerly Twitter)

Pharmdca on X (formerly Twitter): "Great news for U.S.-based biotech companies competing in the obesity market Bullish for $VKTX and potentially a headwind for China-based obesity drug developers.A competitive advantage for domestic players could resha...

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Viking Therapeutics Inc

longshort00

@longshort00 😂 that idiot has been pumping since 80 three years ago
Major bag holder 
Re-iterating stay short

 😂 that idiot has been pumping since 80 three years ago
Major bag holder 
Re-iterating stay short

Lionel Messi

@longshort00 @ians  You think China is mad American companies are buying Chinese assets? No way

How many of these deals has America blocked?

See how the scrutiny is on the biotech being acquired is foreign. American would love it if American biotech got bought.. because right now they are not. So you think Trump and the FTC is going to block a deal when one is finally made because the Danish decided to spend the money on an American company 😂😂

  You think China is mad American companies are buying Chinese assets? No way

How many of these deals has America blocked?

See how the scrutiny is on the biotech being acquired is foreign. American would love it if American biotech got bought.. because right now they are not. So you think Trump and the FTC is going to block a deal when one is finally made because the Danish decided to spend the money on an American company 😂😂

parrotineum

@longshort00 Apparently licensing of Chinese biotech assets is excluded, so these regulations will likely change the structure of some deals more so than eliminating deals.  I think this qualifies as a rule that looks tough on China but one that will have little impact.  Probably drafted with the help of BP.

StockTwits Web

 Apparently licensing of Chinese biotech assets is excluded, so these regulations will likely change the structure of some deals more so than eliminating deals.  I think this qualifies as a rule that looks tough on China but one that will have little impact.  Probably drafted with the help of BP.