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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is facing significant downward pressure as investors react to the indictment of high-level employees, including a co-founder, for allegedly smuggling restricted technology to China. The community is actively debating whether this constitutes an isolated incident of bad actors or a systemic governance failure that makes the stock uninvestable, with many questioning the long-term impact on critical partnerships and regulatory standing.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is currently trending as investors react to a significant earnings beat and a strong financial outlook, with the companys pivot toward AI-integrated satellite demand and government contracts fueling optimism. The community is actively debating the stock's future trajectory, with many pointing to its strategic importance in national security and its potential to mirror the growth seen in other high-profile aerospace names.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is experiencing intense selling pressure and high volatility, with investors expressing frustration over the stock's inability to maintain gains compared to broader market indices. Community discussion is heavily focused on the company's aggressive AI capital expenditures, the potential for legal conflict over cloud agreements, and concerns regarding structural weakness that has kept the stock trading significantly below its recent highs.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing a wave of bearish sentiment and heightened volatility as traders weigh the impact of an expanded federal safety probe into its self-driving technology against recent news of a multibillion-dollar investment in solar manufacturing. The community is deeply polarized, with many investors debating the company's long-term valuation and AI-driven growth narrative while others brace for further downside amid broader market concerns over energy prices and geopolitical instability.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

The Fundrise Innovation Fund is experiencing significant volatility and trading at a substantial premium to its reported net asset value following its recent debut on the NYSE. The community is heavily focused on the limited tradable float caused by a six-month lock-up period on existing shareholder shares, leading to intense speculation regarding potential price swings and the fund's exposure to high-profile private AI companies like Anthropic and SpaceX.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending as investors react to a strong quarterly beat and a raised fiscal outlook, signaling confidence in the company's transformation efforts and cost-efficiency gains. The community is actively debating the sustainability of this momentum, weighing the company's operational improvements against broader market concerns like fuel prices and geopolitical risks.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

The RAGE community is trending as they actively build and promote their on-chain project, focusing on reviving iconic early 2000s meme culture. Supporters are rallying behind the symbol by emphasizing daily community contributions, persistent development, and the belief that OG memes offer superior value compared to newer, short-lived market alternatives.

Tidal Trust II - Defiance Daily Target 2x Long SMCI ETF

Defiance Daily Target 2X Long SMCI ETF

The SMCX ETF is facing intense scrutiny as investors grapple with significant value decay and a recent reverse stock split, sparking heated debates among retail traders about whether to hold the 'falling knife' or exit entirely. The community remains deeply divided, with many expressing frustration over the persistent downward pressure on the underlying SMCI stock, while contrarian traders continue to hunt for entry points during extreme volatility.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is currently in the spotlight as investors debate the company's aggressive delivery targets for 2026, which include the launch of four new SUV models and a significant push into European markets. The community is heavily split, with some praising its rapid innovation in autonomous driving and physical AI, while others express frustration over the stock's recent volatility and the potential impact of evolving trade policies.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is experiencing massive volatility and elevated trading volume as retail and institutional investors debate its role in the AI-driven optics bottleneck, despite concerns from short-sellers regarding its financials and high valuation relative to revenue. The stock remains a major talking point for those monitoring the semiconductor supply chain, with the community split between betting on a massive breakout due to its market niche and fearing an inevitable rug pull driven by insider selling and lack of consistent profitability.

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$IMNM side by side varegacestat vs $SWTX ogsiveo ph3.

Patrick Orourke

Nani Hurst

$IMNM pfs HR = 0.16, orr = 56% 🙌  
 
https://investors.immunome.com/immunome-announces-positive-topline-results-from-phase-3-ringside-trial-of-varegacestat-in-patients-with-desmoid-tumors/

Registrational trial met primary endpoint, with varegacestat significantly improving progression-free survival vs. placebo (hazard ratio = 0.16, p<0.0001) Trial also met all key secondary endpoints, with varegacestat delivering an objective response rate of 56% Varegacestat was generally well tolerated with a manageable safety profile New Drug Application submission to U.S.

Immunome Announces Positive Topline Results from Phase 3 RINGSIDE Trial of Varegacestat in Patients with Desmoid Tumors

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@outlawinvestor1 Well a buy out candidate then wont it?

@Smellmahass that’s not siegall’s plan. this is seagen 2.0 for him.

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 that’s not siegall’s plan. this is seagen 2.0 for him.

@Smellmahass yes varegacestat beat niro on every measure, to date. Pfs and orr are the most important.

 yes varegacestat beat niro on every measure, to date. Pfs and orr are the most important.

@Smellmahass you have to look up who the CEO is and his prior company. Clay Siegall - Seagen.

 you have to look up who the CEO is and his prior company. Clay Siegall - Seagen.

@outlawinvestor1 Looks like long term investment then. How come no crazy spike at the moment?

 Looks like long term investment then. How come no crazy spike at the moment?

@outlawinvestor1 Sorry bro dont have time for that pls just say it. Thanks.

 Sorry bro dont have time for that pls just say it. Thanks.

@outlawinvestor1  
 
Good morning. I was very happy to see this post. Coincidentally, I was looking at IMNM. IMNM&#39;s market cap is now $2.9B which, to me, appears to be getting a tad frothy. I&#39;m aware they raised $400MM @ $21.50 not 7 weeks ago. 
 
IMNM paid $50MM to buy AL102 (only $20 or $30MM cash, the rest in stock). I simply cannot believe SWTX did not buy AL102 for $55MM if not just to shelve it. 
 
I followed SWTX &amp; the Ogsiveo launch like a hawk. While SWTX&#39;s M&amp;A valuation was a disappointment, SWTX was nonetheless smart enough to sell. I&#39;m unsure if you were aware of this but Merck KGaA was literally the only SWTX bidder. No other Big Pharma was interested per SWTX&#39;s 14D9 or like filing. Not 1. You are aware SWTX had 2 FDA approved drugs &amp; was acquired for an EV of ~$3.5B  
 
I find the clinical data comparison compelling. Ogsiveo clearly has a head start but IMNM&#39;s drug, if approved, will get 98% of new patients. 
 
I don&#39;t have a question but I&#39;d like to follow up later. TY for this post

  
 
Good morning. I was very happy to see this post. Coincidentally, I was looking at IMNM. IMNM's market cap is now $2.9B which, to me, appears to be getting a tad frothy. I'm aware they raised $400MM @ $21.50 not 7 weeks ago. 
 
IMNM paid $50MM to buy AL102 (only $20 or $30MM cash, the rest in stock). I simply cannot believe SWTX did not buy AL102 for $55MM if not just to shelve it. 
 
I followed SWTX & the Ogsiveo launch like a hawk. While SWTX's M&A valuation was a disappointment, SWTX was nonetheless smart enough to sell. I'm unsure if you were aware of this but Merck KGaA was literally the only SWTX bidder. No other Big Pharma was interested per SWTX's 14D9 or like filing. Not 1. You are aware SWTX had 2 FDA approved drugs & was acquired for an EV of ~$3.5B  
 
I find the clinical data comparison compelling. Ogsiveo clearly has a head start but IMNM's drug, if approved, will get 98% of new patients. 
 
I don't have a question but I'd like to follow up later. TY for this post

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@Night_Owl_Biotech i agree re valuation. i invested in early november ~$13/sh ahead of readout. i sold half at readout and am holding remaining position with house money. 

with that said, the thesis for imnm isn’t really about varaegacestat. vare is just the anchor commercial product while they continue to build their next gen adc portfolio (seagen 2.0). the mrkt is mostly investing in the team - vare is icing.

 i agree re valuation. i invested in early november ~$13/sh ahead of readout. i sold half at readout and am holding remaining position with house money. 

with that said, the thesis for imnm isn’t really about varaegacestat. vare is just the anchor commercial product while they continue to build their next gen adc portfolio (seagen 2.0). the mrkt is mostly investing in the team - vare is icing.