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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 is trending following a significant post-earnings sell-off, with retail traders debating whether the drop—driven by concerns over margin compression and future growth guidance—represents an irrational overreaction or a fundamental turning point. While many investors express frustration and alarm over the sharp price decline, a vocal segment of the community views the volatility as a buying opportunity, emphasizing the company's strong revenue growth and long-term positioning in the AI infrastructure market.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks shares are trending amid a sharp sell-off following the company's fiscal fourth-quarter earnings release, where investors reacted to concerns over organic growth, high valuation multiples, and the outlook for billings. Despite the downward price action, the community remains divided, with some traders citing the company's strong position in the cybersecurity sector as a reason to buy the dip, while others highlight excessive P/E ratios and the reliance on recent acquisitions to drive revenue figures.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is trading with high volatility as investors react to a large equity offering and ongoing concerns regarding AI infrastructure market valuations, despite strong underlying earnings growth and positive analyst sentiment. The community remains divided, with many traders viewing the current price weakness as a buying opportunity based on fundamental performance, while others express frustration over the stock's recent performance and perceived market manipulation.

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

Netlist is trending as traders discuss the company's litigation and patent portfolio, specifically reacting to a recent court decision concerning older patents and focusing on upcoming legal milestones, including the September 9 Federal Circuit hearing on the '912 patent. The community remains largely bullish, viewing recent price volatility as an orchestrated short attack or a buying opportunity, while maintaining high conviction in a favorable settlement with Micron and the company's broader growth prospects in AI-related memory technology.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell shares are rallying after the company reported record quarterly revenue and significantly raised its full-year outlook, fueled by surging demand for AI-optimized servers. While the community is overwhelmingly bullish on the company's growth potential and record AI backlog, some traders remain cautious about potential execution challenges and market-wide volatility.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

The discussion remains centered on the anticipation of a positive ALJ recommendation regarding cannabis rescheduling to Schedule III and the potential for federal tax and banking relief. Traders are debating whether to accumulate positions ahead of the decision or if the sector remains susceptible to price manipulation and recurring sell-offs around the $5 resistance level.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy shares are experiencing significant volatility following a third-quarter earnings report that missed revenue and EPS expectations. While some in the community are concerned about persistent lack of profitability, dilution, and weak execution, others are highlighting potential upside from a growing sales pipeline, recent data center capacity agreements, and long-term tailwinds from AI electricity demand.

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 trending as traders speculate on potential price action heading into its upcoming quarterly earnings, with opinions divided between expectations of a strong AI-driven beat and fears of a post-earnings sell-off. Sentiment remains volatile as investors debate management's guidance and historical share price performance following previous earnings calls.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake is trending as investors monitor technical support levels and analyze the company's valuation ahead of its upcoming earnings report, with community sentiment divided between those expecting a rebound fueled by AI-related demand and skeptics concerned about high valuations and insider selling. Some market participants are also closely watching for a potential rotation back into enterprise software names, using the stock's price action as a gauge for broader sector strength.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is trending as traders speculate on potential price movement following positive sector read-throughs from SMCI's preliminary earnings results and anticipation of upcoming quarterly report. The community remains focused on HPE's enterprise AI infrastructure growth, with some traders debating price targets and timing while others highlight the company's valuation gap relative to its peers.

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 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 
 


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$SLS Just a reminder that there are 99.99% chances of success for REGAL.  Failure is a statistical impossibility. 
 
For context, before the mixed-cure model, I built several different models.  I&#39;ve attached the convergence and divergence between 6 models, that all lead to the same/similar result during the trial duration.  
 
Pure Cure: S(t) = p + (1-p)·exp(-λt) 67.9% cured forever  
Leaky Cure: &quot;cured&quot; patients relapse at 1-10% per year  
Weibull: S(t) = exp(-(t/η)^β) decelerating hazard, no plateau  
Log-Normal: heavy right tail, no true cure  
Piecewise Exponential: fast early decline, slow late decline  
 
The straight HR when BAT = 11.5m across all, 0.179–0.186. P(success) = 100% for every one (stratified topline HR will be higher of course, but in the 0.31-.50 range, 99.99% chances) 
 
The only reason model choice does matter is for long term predictions.  But they all agree on what happens within the trial&#39;s observation window, which is all the HR needs.  
 
Fortunes will be made with sizeable positions.

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$SLS I still think this post was one of my favorite views I&#39;ve ever shared before we got the 78th event update in May.  I was off by 1 event with 77 predicted by May under each the parametric survival model under different families, because I underestimated the natural death rate of the patient population, which is 6.5%/7%, compared to 3% (this lowered deceleration more than it should have), but 6.5%/7% was correct. 
 
And exactly what was predicted for the cure-fraction, where a sub-group of GPS are extremely long-survivors and some are moderate survivors, seems to be spot on. 
 
Across all model families, the 2-yr OS and 3-yr OS to the actual fits is essentially similar.  All families agree on the GPS curve inside the observation window (through 3 years). Where they diverged is the far tail the flatness of the plateau beyond the data, which sets the median (70 vs 240 months as a pure cure) but produces essentially zero events before an 80-event cut constraint at month June/July 2026.

$SLS $SLS whatever we land on end of day, been a wonderful week. Hopefully added some good longs people that read due diligence. This post is a great start and actually one of these users post got me hooked to do additional own investigation. And next Monday.... 3 days closer to 80th!

Dutchie

$SLS Three top ML models for Regal, which probably also uses &#39;yG19&#39;.) Gemini) =

&#39;​1. DeepSurv (Deep Cox Proportional Hazards)

​What it is: A state-of-the-art deep learning model specifically designed for survival analysis.

​Why it&#39;s best for REGAL: It excels at modeling non-linear relationships between patient data and survival time. Unlike traditional stats, it can &quot;learn&quot; complex immune system responses to GPS, making it the most accurate tool for predicting when the final 8 events will occur.

​2. Cure-Fraction Model (Mixture Model)

​What it is: A specialized model that assumes a portion of the treated group might be &quot;functionally cured&quot; (the survival curve reaches a permanent plateau).

​Why it&#39;s best for REGAL: Current data (72 events/126 patients) shows a significant &quot;event deceleration.&quot; This model is the only mathematical way to explain why so many patients are still alive after 5 years, suggesting a high cure rate for GPS.

​3. Bayesian Monte Carlo Simulation

...

$SLS 80TH REGAL P3 WILL HAPPEN. AND WHEN FAILURE IS A STATISTICAL IMPOSSIBILITY - THE ONLY QUESTION IS HOW MUCH $40B

Duncan Teo

$SLS A Question... Remember I&#39;m A Nail Bender🤣 
SLS Has To Know If Things Are Going Well By Simply Continuing Demand For The Drug . Right ?

nick

$SLS anyone else trying to learn science overnight so they aren&#39;t left out? Finals week all over again. Maybe I&#39;ll just stick to the chart and trust the science bros.

GalacticCognitionShip

Partal

$SLS Reminder for all people, we cannot fail

Morten Skov Schiellerup

$SLS Thank you very much and congratulations for your dedication and expertise. &lt;3

EasyLode

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$SLS 🎯🎯🎯 I said it around 2 weeks ago!!! The longer event 80 takes to achieve the more blockbuster this ticker is!!! 😎😎😎

Ferdinand Baudet

Stephen Rustom

$SLS it’s a lock folks. This is a money printing machine. Just hold

Sarah

$SLS This is why I full ported and am up over $400K since last year, it’s free money 😆

SELLAS Life Sciences Group Inc

 Just a reminder that there are 99.99% chances of success for REGAL.  Failure is a statistical impossibility. 
 
For context, before the mixed-cure model, I built several different models.  I've attached the convergence and divergence between 6 models, that all lead to the same/similar result during the trial duration.  
 
Pure Cure: S(t) = p + (1-p)·exp(-λt) 67.9% cured forever  
Leaky Cure: "cured" patients relapse at 1-10% per year  
Weibull: S(t) = exp(-(t/η)^β) decelerating hazard, no plateau  
Log-Normal: heavy right tail, no true cure  
Piecewise Exponential: fast early decline, slow late decline  
 
The straight HR when BAT = 11.5m across all, 0.179–0.186. P(success) = 100% for every one (stratified topline HR will be higher of course, but in the 0.31-.50 range, 99.99% chances) 
 
The only reason model choice does matter is for long term predictions.  But they all agree on what happens within the trial's observation window, which is all the HR needs.  
 
Fortunes will be made with sizeable positions.

@yG19 I’m all in!
I went from 7000 to 80,000 shares in 2 weeks.  Now I can sleep well knowing every passing day without an 80th event, drops that HR number even more making the BO war even more extreme!!!

I_Buy_Stock

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 I’m all in!
I went from 7000 to 80,000 shares in 2 weeks.  Now I can sleep well knowing every passing day without an 80th event, drops that HR number even more making the BO war even more extreme!!!

Ricko4

@Bladetrader4965 Thank you, and certainly, if you look at the October 29th R&amp;D call, Dr. Jamy goes over this in detail.  In the Part 2 of the DD I shared, I have 7 sources as well for AML CR2 (not eligible for transplant) 
 
The biological cap from study after study is 6 to 10 (assume 6 to 12), or 8 to 10 (up to 12) 
 
In the Part 1 and Part 2 DD I shared, the machine learning models tested all the way up to 23 for BAT mOS. 
 
BAT mOS would have to be above 18 for the trial to fail, which is impossible. 
 
https://www.reddit.com/r/TheRaceTo10Million/comments/1repf0k/sls_part_2_and_final_deepest_due_diligence_for/

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$SLS Part 2 and FINAL (Deepest Due Diligence for REGAL Trial) (From a Deep Value Investor) (Predicting BAT mOS from Predictive Model)

$SLS &quot;99.99%&quot; LeftyG19 a couple of month ago. 
Now the new &#39;biologigal cap&#39; is mOS (Super)BAT 16 and HR is &#39;up to 0.63&#39;

 Thank you, and certainly, if you look at the October 29th R&D call, Dr. Jamy goes over this in detail.  In the Part 2 of the DD I shared, I have 7 sources as well for AML CR2 (not eligible for transplant) 
 
The biological cap from study after study is 6 to 10 (assume 6 to 12), or 8 to 10 (up to 12) 
 
In the Part 1 and Part 2 DD I shared, the machine learning models tested all the way up to 23 for BAT mOS. 
 
BAT mOS would have to be above 18 for the trial to fail, which is impossible. 
 


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5,500% ROI this quarter

@yG19 please send this to Dr. Fleming.. Great stuff.

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 please send this to Dr. Fleming.. Great stuff.

FakeEmpire51

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@YosemiteSam7 REGAL is the Phase 3 Trial for GPS, in AML CR2 (not eligible for transplant).  It is extending lives by 3x to 4x, along with creating a cure fraction/extremely long survival tail/&quot;cure&quot; 
 
On reddit, I posted a Part 1 and Part 2 DD (due diligence).  If you google it, you should come across it.  Read through that and the comments/Q&amp;A and it will be very helpful and insightful. 
 
Upside from $5 a share is 5.5X to 32X

awesome sauce

Alan

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NJLinvestor

 REGAL is the Phase 3 Trial for GPS, in AML CR2 (not eligible for transplant).  It is extending lives by 3x to 4x, along with creating a cure fraction/extremely long survival tail/"cure" 
 
On reddit, I posted a Part 1 and Part 2 DD (due diligence).  If you google it, you should come across it.  Read through that and the comments/Q&A and it will be very helpful and insightful. 
 
Upside from $5 a share is 5.5X to 32X

Callen

@yG19 wow, any of these models far outpaces the 21 month mOS seen in p2. Is this due to unlimited GPS dosing and healthier trial population compared to p2? Or do you have other explanations?

 wow, any of these models far outpaces the 21 month mOS seen in p2. Is this due to unlimited GPS dosing and healthier trial population compared to p2? Or do you have other explanations?

@Bazzil Thank you, it&#39;s certainly due to the unlimited dosing and continuous dosing (Phase 2 was just 6 doses, with up to 12 max).  Included a section on this is in the Part 1 DD on reddit as well

YN Automotive

 Thank you, it's certainly due to the unlimited dosing and continuous dosing (Phase 2 was just 6 doses, with up to 12 max).  Included a section on this is in the Part 1 DD on reddit as well

@yG19 thank you for the explanation and insight. much appreciated.

 thank you for the explanation and insight. much appreciated.

@yG19 what are any if other stocks you had this same level of conviction?

$SLS I&#39;ve been a deep value investor for several years.  I do deep DD, and buy heavy with a huge margin of safety.  My wins last year were Centene and VF Corp.  Same conviction I had in those as I do for SLS, Centene was a 50%+ return and VF Corp was a 90% return. I consistently find deep value opportunities like that. 
 
But there is nothing like SLS. The upside from $5 of 5.5X to 32X with REGAL FA readout and buyout is real.  
  
It will be a life regret to not have a heavy, sizeable, and concentrated position here.  I wouldn&#39;t be able to sleep at night if I didn&#39;t have a sizeable position (and I&#39;m still accumulating).    
  
There are 99.99% chances of success for REGAL, and you have a real cancer platform here for maintenance/and a cure fraction.   
  
There is nothing like this and may never be another opportunity like this as unfavorable financing like the warrants would have to occur for it to be replicated (the artificially low share prices).  Stars have to align for opportunities like this.

 what are any if other stocks you had this same level of conviction?

@yG19 this might be a record number of likes, not just because people want to believe you, but because of the quality of information you consistently put forward