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SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention ahead of topline survival results from its Phase 3 REGAL trial of GPS, after the trial reached its 80th-event milestone; traders are also watching SLS009 data expected at ASH. Many holders are buying or staying invested in anticipation of positive results, while skeptics point to the stocks sharp declines and warn that the trial outcome remains uncertain.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Xeris strong Q3 results, led by rapid Recorlev growth, a higher full-year revenue outlook and a raised 2030 target, have driven a sharp rally and expectations of further analyst upgrades. Traders are broadly bullish on the growth trajectory, while takeover and bidding-war talk remains speculative and unconfirmed.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

Discussion centers on a product shown at Foxconns Tech Day and POETs presence in Foxconns photonics ecosystem, which traders view as validation of the optical-engine partnership and a possible step toward commercialization. Bulls are anticipating orders and production updates, while skeptics stress that a demonstration is not proof of purchase orders or scaled shipments.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Fireflys engine, technology-licensing and engineering-support agreement with AST SpaceMobile for its planned heavy-lift rocket is driving attention, with traders viewing it as a major validation of Fireflys propulsion business and a boost to its backlog and funding outlook. Some remain cautious about the AST shares included in the deal, potential dilution, execution risks and the upcoming earnings report.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklos sharp rebound is being tied to its Q3 update, including a reported earnings beat and an agreement to reserve manufacturing capacity for future reactor components. Traders are split between viewing the supply-chain and nuclear-development progress as a positive signal and arguing that the companys limited revenue, long commercialization timeline, and insider selling and dilution concerns make the bounce fragile.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs stronger-than-expected quarterly results and raised full-year revenue outlook are driving attention, with traders highlighting growth, backlog and momentum across quantum stocks. The reaction is broadly upbeat, though skeptics question cash burn, dilution and how much growth reflects acquisitions rather than the core quantum business.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Anticipation around Netlists Q3 earnings and call is driving attention, with traders watching for guidance and speculating about an SK hynix agreement or Nasdaq uplisting. The Kingston-related ITC complaint is also fueling hopes for further licensing, though some traders caution that broad memory-sector weakness and high expectations could limit the market reaction.

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

AMPX is drawing attention after a sharp rebound from a recent selloff, alongside call-heavy options activity and a broader rebound in electrical-equipment and data-center infrastructure stocks. Traders are split on whether the move marks a lasting recovery or a short-term bounce, with the upcoming earnings report also in focus.

iShares Bitcoin Trust ETF (The) - iShares Bitcoin Trust Beneficial Interest

iShares Bitcoin Trust ETF

Bitcoins pullback below the mid-$70,000s and heavy spot-ETF outflows are driving attention to IBIT, with traders debating whether the weakness signals further downside or a buying opportunity. Some see support holding and expect a rebound, while others point to redemptions and warn the selloff may continue.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

LUNRs sharp rebound after a steep selloff has traders debating whether short covering and a broader space-sector bounce are driving the move. Some speculate that NASAs upcoming CLPS 2.0 awards or other contract news could provide a catalyst, while others view the rally as temporary; no specific new award is confirmed in the discussion.

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Michael Burry ‘Docked LULU’ For Near-Term ‘Uncertainty’ — Believes Lululemon ‘Will Come Back’

Equity

Michael Burry is confident Lululemon will recover despite the stock’s 48% crash this year. 


NKE Stock Ticks Higher Overnight: Nike Unveils 'Vegam Run' For The World's Largest Population Amid China Sales Slump 

Nike is targeting growing running demand in India as declining China sales and weak revenue continue to pressure.  


DECK Stock Tumbles Overnight: HOKA Maker Sees ‘Measured Growth’ Over Next 2 Quarters As Consumers Seek Discounts  

Deckers is taking a more cautious approach to growth as tighter consumer budgets and rising footwear discounts challenge its U.S. business.

NKE Stock Wrapped Its Best Week In 3 Months: Analyst Says Nike Will Recover From ‘Lackluster Product Development,’ Shares Undervalued 

Morningstar expects innovation, marketing, retail partnerships, and $2.5 billion in cost savings to support a long-term recovery. 


VSXY Stock Rises Overnight: Victoria’s Secret Taps Kylie Jenner’s Star Power To Spruce Up Fashion Show Buzz 

Victoria’s Secret returned to Los Angeles with a star-studded fashion show.


LULU Stock Heads For Second Week Of Decline: Lululemon Overhauls Leadership To Reignite Growth 

New product and operations leaders aim to boost Lululemon’s innovation and strengthen its connection with customers. 


‘The Big Short’ Investor Michael Burry Justifies Lululemon Tax-Loss Sale: ‘I Am Not Throwing In The Towel’ 

Michael Burry sold Lululemon to harvest tax losses and bought Deckers as a temporary proxy. 


NKE Stock Heads For Its Worst Year Ever: Nike’s 45% Plunge Tests Investor Patience As China And Core Brands Weaken

Nike’s weak China sales, struggling brands, and analyst downgrades are raising doubts about the company’s turnaround. 

NKE Stock Heads For A Weekly Loss: Morningstar Says Nike's Fresh Cost Cuts Signal A Longer Road To Recovery 

Nike stock slides as Morningstar flags a prolonged turnaround, citing weak sales, Greater China challenges, and restructuring costs.


NKE Stock Ticks Higher Overnight: Retail Stays Bullish On Nike Ahead of Q1 Earnings – 'Time To Reinvest' 

Nike faces a major earnings test as shares plunge 44% year-to-date, and short interest reaches 87 million shares. 


Corgi ETF Trust I. - Corgi Lifestyle Brands ETF

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<ul class="summary-bullets"><li>Michael Burry said he lowered his Lululemon valuation to reflect near-term growth uncertainty.</li><li>He remains optimistic about Lululemon’s long-term recovery.&nbsp;</li><li>Burry sold Lululemon shares to claim a tax benefit and temporarily switched to Deckers.&nbsp;</li></ul><p>“The Big Short” fame Michael Burry said he lowered his valuation estimate for Lululemon Athletica (LULU) due to near-term growth uncertainty but remains confident the stock will recover. The investor said he does not want to assume overly optimistic growth expectations for the beaten-down athletic apparel maker.&nbsp;&nbsp;</p><p><a href="https://stocktwits.com/symbol/LULU">Lululemon Athletica stock</a> ticked 0.02% higher overnight, ahead of Tuesday. The stock has plunged over 48% so far this year and is on track for its worst year ever.&nbsp;</p><h2 class="st-heading-2">Burry Takes Cautious View On Lululemon's Near-Term Growth&nbsp;</h2><p>In his Substack chat, Michael Burry, the investor known for predicting the 2008 financial crisis, said his revised assessment on Lululemon reflects a cautious outlook rather than a loss of confidence.</p><p>Responding to a subscriber's question about why he prefers Lululemon over Birkenstock (BIRK), despite the latter appearing to have a stronger competitive advantage and a cheaper valuation, Burry said he lowered Lululemon's IV15 assessment to account for uncertainty around near-term performance. Burry&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/chat/group/84c5be97-fe11-4d8d-ac18-03a24c19e5a9/post/2e54abb1-575d-4626-915b-736ed45b202e/reply/bed674f9-a0a4-4b1f-b31c-c948f5bfc5e2">said</a> he lowered Lululemon's IV15 assessment to reflect uncertainty around its near-term performance.</p><p>"I docked LULU a bit on the IV15 due to uncertainty but I think it will come back. I just don’t want to build the IV15 around an optimistic near term as far as growth, so I adjusted it."&nbsp;</p><p>IV15 is Michael Burry's way of estimating what a stock is worth today while targeting a 15% annual return. He uses this valuation method to find "Fat Pitches" — stocks that trade well below what he believes they could be worth over the long term as their businesses grow.</p><h2 class="st-heading-2">Burry’s Temporary Switch to Deckers From Lululemon</h2><p>Earlier this month, Burry&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/the-big-short-investor-michael-burry-justifies-lululemon-tax-loss-sale-i-am-not-throwing-in-the-towel/cZDstsERBk4">sold</a> his Lululemon shares to book a tax loss and temporarily bought Deckers Outdoor (DECK) instead. He said he plans to buy Lululemon again after 30 days, once the IRS wash-sale restriction period ends.&nbsp;</p><p>Burry made the switch after Lululemon shares dropped to $91.28, their lowest level in more than eight years, amid weak sales and a reduced full-year outlook. He said Deckers would help him maintain similar market exposure during the waiting period because he expects both companies to benefit from the same recovery trends.&nbsp;</p><p>Lululemon shares have surged nearly 1,000% between 2017 and 2023 but have plunged 78% from their 2023 peak. The stock has continued to fall even after entering bear-market territory and becoming technically oversold.&nbsp;</p><h2 class="st-heading-2">LULU Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock slipped to ‘bearish’ from ‘neutral’.&nbsp;</p><p>LULU stock has crashed 48% year-to-date.&nbsp;</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bill-ackman-pershing-square-wall-street-penalizing-hyperscalers-build-out-costs-ignoring-growth-potential/cNGQt6GR955">Bill Ackman's Pershing Square Says Wall Street Is 'Penalizing Hyperscalers' For Build-Out Costs, Ignoring Growth Potential</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Michael Burry attends "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City. 

“The Big Short” fame Michael Burry said he lowered his valuation estimate for Lululemon Athletica (LULU) due to near-term growth uncertainty but remains confident the stock will recover. The investor said he does not want to assume overly optimistic growt

Lululemon Athletica Inc

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