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Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar is experiencing intense trading activity driven by reports of Amazon entering advanced buyout talks to bolster its satellite internet network. While the community is actively debating the potential for a bidding war involving major sector players, many long-term shareholders are pushing back against lower valuation figures, emphasizing the strategic scarcity of the company's spectrum assets and its established partnership with Apple.

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 significant volatility as investors weigh aggressive AI infrastructure expansion and a fuel cell partnership against broader software sector weakness. While some in the community see the current price action as a strategic shakeout of weak hands, others remain cautious due to concerns over high debt and shifting sentiment toward AI-driven software.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is currently trending as investors digest a major long-term deal with Google to develop custom AI chips and an expanded partnership with Anthropic, sparking debate over whether the stock's valuation fully reflects its role as a core infrastructure enabler. Community discussions are split between those viewing the partnership as a long-term catalyst for growth and others skeptical of the broader semiconductor sector's ability to maintain high AI-driven demand amidst market volatility.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as shareholders react to a bullish letter from CEO Andy Jassy, which revealed significant growth in AWS AI services and custom silicon revenue. The community is actively discussing the company's massive capital expenditure plans and potential for infrastructure dominance, fueling optimistic sentiment around its long-term positioning against other tech heavyweights.

Maulcoin

Maulcoin is surging in popularity as the community rallies around aggressive market cap milestones and viral growth challenges, successfully trending despite lacking a formal chart. Investors are actively coordinating on social platforms to push the token toward higher valuations, with many participants framing their involvement as a long-term cultural movement rather than a standard speculative trade.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is experiencing heightened volatility driven by the expansion of its robotaxi partnership with Uber and the announcement of a significant capital raise, even as investors debate the impact of the newly appointed CEO. Community sentiment remains polarized, with many traders focusing on potential dilution and production hurdles while others look toward the company's long-term pivot to a mainstream, higher-volume vehicle platform.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is trending as investors weigh strong core banking operations against concerns over slowing loan growth, credit provisions, and management's cautious commentary on geopolitical and economic risks. The community remains divided, with some traders focused on the stock's resilience and institutional positioning, while others emphasize broader sector headwinds and potential downside risks in the current rate environment.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is trending following its $750 million acquisition of DustPhotonics, a move widely viewed as a strategic pivot to dominate the silicon photonics market and secure its position in high-speed AI data center connectivity. Community members are actively debating the company's dual-track potential in copper and optical solutions, with many bulls interpreting the acquisition as an inflection point that could significantly boost long-term revenue growth and validate its standing as an essential AI infrastructure player.

Travere Therapeutics, Inc. is a biopharmaceutical company. It engages in the identification, development, commercialization, and distribution of therapies to people living with rare diseases. The firm's products include Chenodal, Cholbam, and Thiola. The company was founded by Martin Shkreli on February 7, 2008 and is headquartered in San Diego, CA.

Travere Therapeutics Inc

Travere Therapeutics is surging following full FDA approval of FILSPARI for the treatment of focal segmental glomerulosclerosis (FSGS), a rare kidney disease with no previously approved therapies. The community is heavily focused on the drug's revenue potential in this new, lucrative indication, while many are also discussing the potential for a short squeeze due to high short interest and limited retail float.

Mezo is the onchain Bitcoin banking platform owned by its users. Users can access self-service Bitcoin finance without interacting with loan officers, undergoing credit checks, or observing operational hours. It’s just you, your Bitcoin, and permissionless access to financial services 24/7.  Traditional banks profit from your deposits while charging you for access to your own money. Two-sided lending markets trap you with 8-9% variable rates that can spike unpredictably, especially in decentralized financial systems. Both systems put middlemen between you and your wealth.  Mezo eliminates them all, giving you the power to manage your finances intelligently on your own terms.  Deposit Bitcoin as collateral, mint MUSD (a dollar-pegged stablecoin), and use it however you need. Your Bitcoin stays yours while MUSD provides you with instant liquidity. Fixed rates start as low as 1% and stay fixed for the entire life of the loan.  This is self-service banking with complete autonomy. Unlike any traditional banking experience, there are no minimum payments, set repayment schedules, or penalties for early repayment. Close your position tomorrow or keep it open for years.  It’s your Bitcoin and your decision on what to do with it.

MEZO

MEZO is drawing significant investor attention following its recent launch and partnership with Aerodrome Finance, which aims to integrate Bitcoin-based DeFi and staking utilities. Community members are actively debating the token's potential for rapid price discovery and its role as a side-chain utility for the Bitcoin ecosystem.

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$TSHA Details of the Cantor Fitzgerald Note (March 25, 2026) 
The firm’s analyst, Kristen Kluska, highlighted several key factors driving their high valuation: 
• Clinical Efficacy: Cantor pointed to Phase 1/2 data showing that 83% of patients (5 out of 6 in the high-dose group) met the responder criteria for the pivotal study at the 6- and 12-month marks. 
• Safety Profile: The therapy (TSHA-102) has maintained a clean safety record with no treatment-related serious adverse events (SAEs) or dose-limiting toxicities (DLTs). 
• Construct Advantage: The analysts noted that Taysha&#39;s &quot;minigene&quot; construct, which is double-stranded and utilizes a CNS-specific promoter, likely contributes to the rapid onset of action observed in patients. 
• Upside Potential: With TSHA trading around $4.13 at the time of the note, Cantor’s $19 target implies a potential upside of over 350%.

Glide

Biggest Dawg

Peter Quick

Bruce Wilson

VinNg

aegslwdc

$TSHA Great summary, thanks for sharing…let’s go! 💥🚀💰💰💰

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Taysha Gene Therapies Inc

 Details of the Cantor Fitzgerald Note (March 25, 2026) 
The firm’s analyst, Kristen Kluska, highlighted several key factors driving their high valuation: 
• Clinical Efficacy: Cantor pointed to Phase 1/2 data showing that 83% of patients (5 out of 6 in the high-dose group) met the responder criteria for the pivotal study at the 6- and 12-month marks. 
• Safety Profile: The therapy (TSHA-102) has maintained a clean safety record with no treatment-related serious adverse events (SAEs) or dose-limiting toxicities (DLTs). 
• Construct Advantage: The analysts noted that Taysha's "minigene" construct, which is double-stranded and utilizes a CNS-specific promoter, likely contributes to the rapid onset of action observed in patients. 
• Upside Potential: With TSHA trading around $4.13 at the time of the note, Cantor’s $19 target implies a potential upside of over 350%.

Altimmune Inc

Quoin Pharmaceuticals Ltd - ADR

Gossamer Bio Inc

Passage Bio Inc

Ventyx Biosciences Inc

Neumora Therapeutics Inc.

Palvella Therapeutics Inc

Stock

@stockmoe12  @Quantumup  
Concur with most of the assessment but respectfully disagree on 12 month data (kindly correct if understanding/recall is off mark). 
 
TSHA has only 6-mo data &amp; committed to: 
&quot;Longer-term safety and efficacy data update from Part A of REVEAL Phase 1/2 trials expected in H1 2026&quot; [but it has only been 6 mo] 
 
interestingly the sales projections from everybody loves Raymond james for the first ~3.5 years of ($1.8B) mirrors our trend ($1.9B). Used as basis of reference both Zolgensma &amp; Daybue (in our current market/neighborhood). Furthermore, after a conducting a punitive intrinsic value calculation (not including terminal value) arrived @ ~$16 to ~$17 per share ($4.7B to $5B valuation – does NOT assume gene therapy premium nor further dilution) 
 
Bullish here, on account of: a) safety &amp; efficacy, b) fda alignment/perhaps encouragement c) broader therapy access &amp; less invasive than competitor, $NGNE (18 to 24 mo behind) 
Horrible markets THX to geopolitics’ environment : HOLD !

Neurogene Inc

  
Concur with most of the assessment but respectfully disagree on 12 month data (kindly correct if understanding/recall is off mark). 
 
TSHA has only 6-mo data & committed to: 
"Longer-term safety and efficacy data update from Part A of REVEAL Phase 1/2 trials expected in H1 2026" [but it has only been 6 mo] 
 
interestingly the sales projections from everybody loves Raymond james for the first ~3.5 years of ($1.8B) mirrors our trend ($1.9B). Used as basis of reference both Zolgensma & Daybue (in our current market/neighborhood). Furthermore, after a conducting a punitive intrinsic value calculation (not including terminal value) arrived @ ~$16 to ~$17 per share ($4.7B to $5B valuation – does NOT assume gene therapy premium nor further dilution) 
 
Bullish here, on account of: a) safety & efficacy, b) fda alignment/perhaps encouragement c) broader therapy access & less invasive than competitor, 

 (18 to 24 mo behind) 
Horrible markets THX to geopolitics’ environment : HOLD !

Arrowhead Pharmaceuticals Inc.

Merck & Co Inc

UiPath Inc

Iovance Biotherapeutics Inc

Janux Therapeutics Inc

Sagimet Biosciences Inc

Rich Irizarry

@stockmoe12 what is the responder criteria?  Seems to be pretty weak endpoint that might lead to appeal but payment not guaranteed.  Just a matter of time before a death and then this tanks as well as NG.  If it happens pre-pdufa the it’s over.  It’s it after approval, probably still the same outcome.

 what is the responder criteria?  Seems to be pretty weak endpoint that might lead to appeal but payment not guaranteed.  Just a matter of time before a death and then this tanks as well as NG.  If it happens pre-pdufa the it’s over.  It’s it after approval, probably still the same outcome.