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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 trading higher as investors build positions ahead of its highly anticipated Cybercab launch event, though the community remains deeply divided between bullish momentum and expectations of a post-event sell-off. Traders are actively debating whether the event will offer concrete commercial details or serve as another 'sell the news' catalyst, with many noting a repetitive historical pattern of volatility following such reveals.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon shares are facing heavy selling pressure following a disappointing earnings report that included a revenue miss and a significant downward revision to full-year guidance. Traders are actively debating whether the stock is a deep value opportunity or a long-term distressed play, with many highlighting concerns over softening consumer demand and increased competition.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending as investors weigh strong earnings, raised full-year guidance, and potential short-squeeze dynamics against volatility and profit-taking concerns. While the company's progress in enterprise AI and orchestration draws bullish sentiment, some traders remain cautious, citing mixed growth metrics and skepticism regarding short-term price stability post-earnings.

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 shares rebounded after reporting record revenue of $116.1 million and a double beat against Wall Street estimates, despite investor concerns regarding soft third-quarter guidance and reliance on contract timing. While some traders view the guidance as conservative sandbagging by management, others remain wary of the company's valuation and volatility.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is experiencing volatile price action following mixed sentiment regarding its latest earnings report, with investors debating the strength of its forward guidance and the impact of the company's management commentary. While some traders are optimistic about the firm's zero-trust security position and long-term potential, others express concern over slowing growth compared to cybersecurity peers and ongoing management uncertainty.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending as shares rally following a series of Wall Street analyst upgrades and price target hikes, with community discussion focused on its growth in prediction markets and expanding diversified revenue streams. While some traders view the stock as a breakout play supported by strong volume and positive momentum, others express skepticism regarding price volatility and suspect market manipulation.

Samsara, Inc. develops internet connected sensor systems. It combines plug-and-play sensors, wireless connectivity, and cloud-hosted software integrated for deployment. The company was founded by John Bicket and Sanjit Biswas in 2015 and is headquartered in San Francisco, CA.

Samsara Inc - Ordinary Shares - Class A

Samsara Inc

Samsara Inc. shares are trending following a "triple beat" in its latest earnings report, where the company surpassed analyst estimates for revenue and earnings while raising its forward-looking guidance. Traders are actively debating the company's valuation and growth sustainability, with some highlighting its progress toward GAAP profitability and strong enterprise adoption as key catalysts for a potential rally.

Ambarella, Inc. engages in the development of low-power system-on-a-chip (SoC), semiconductors, and software for edge artificial intelligence (AI) applications and intelligent automation. The firm's products include video security, advanced driver assistance (ADAS), electronic mirror, drive recorder, driver or cabin monitoring, autonomous driving, and other robotics applications. It operates through the following geographical segments: Taiwan, Asia Pacific, Europe, North America, and United States. The company was founded by Feng Ming Wang and Leslie D. Kohn on January 15, 2004 and is headquartered in Santa Clara, CA.

Ambarella Inc

Ambarella shares are facing significant pressure following a mixed fiscal second-quarter earnings report that included non-GAAP gross margins missing management's guidance midpoint, rising inventory levels, and warnings regarding supply-chain cost headwinds. While some traders are expressing frustration over the recent downward price action, others maintain a long-term bullish thesis, citing the company's position in the edge-AI and robotics sectors as early-stage growth drivers.

Ciena Corp. is a network technology company, which engages in the provision of hardware, software, and services to network operators, as well as enabling enhanced network capacity, service delivery, and automation. It operates through the following segments: Networking Platforms, Platform Software and Services, Blue Planet Automation Software and Services, and Global Services. The Networking Platforms segment consists of converged packet optical and packet networking portfolios. The Platform Software and Services segment provides analytics, data, and planning tools to assist customers in managing its networking platforms products. The Blue Planet Automation Software and Services segment enables customers to implement large-scale software and IT-led OSS transformations by transforming legacy networks into service ready networks. The Global Services segment offers a broad suite of value-added services. The company was founded by Patrick H. Nettles and Kevin Brian Kimberlin in 1992 and is headquartered in Hanover, MD.

CIENA Corp.

Ciena Corp. shares are experiencing significant volatility following its latest quarterly earnings report, where a solid beat on revenue and EPS was met with aggressive profit-taking from investors. While many traders highlight the company's strong long-term fundamentals and growing backlog in AI-driven optical infrastructure, the stock is currently struggling with downward pressure as the market resets valuation premiums.

DocuSign, Inc. engages in the provision of cloud-based electronic signature solutions, which helps companies and individuals securely collect information, automate data workflows, and sign anything. The firm automates manual and paper-based processes allowing users to manage all aspects of documented business transactions including identity management, authentication, digital signature, forms and data collection, collaboration, workflow automation, and storage. Its products include eSignature, CLM, Gen for Salesforce, Document Generation, Standards-Based Signatures, Notary and Web Forms. The company was founded by Thomas H. Gonser and Court Lorenzini in 2003 and is headquartered in San Francisco, CA.

DocuSign Inc

DocuSign shares are facing volatility as traders debate the company's long-term viability in the face of competition from free e-signature alternatives and AI-driven automation. Sentiment remains deeply divided, with some investors betting on a technical breakout supported by the company's Intelligent Agreement Management platform, while others argue the stock is a value trap.

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$SLS This is Great, for context, Dagco is a small asset manager in Ohio with about $500M in assets.  They own almost all blue chips and standard broad based holdings.  The only position that sticks out is the 577,000 shares of SELLAS they had, which is now over 1M shares.   
 
It&#39;s likely clearly see the asymmetric upside with the margin of safety of no REGAL downside. 
 
It&#39;s almost May 2026 everyone, we&#39;re now at the point where there is extremely high statistical probability of HR being less than .3.  
  
BAT 11.4m: 98.0% [95-99%], median HR = 0.166  
BAT 12.0m: 95.5% [92-98%], median HR = 0.187  
  
And you can eliminate the impossible:  
  
- i.e. 18 BAT mOS has 0.3% chances of occurring statistically  
- BAT mOS &gt; 14m is essentially ruled out: P(BAT &lt; 14m) = 98.7% across the 5 layer Bayesian posterior.  
  
P(HR&lt;0.3) drops below 50% only at BAT 16m (never observed in AML CR2, not eligible for transplant). Ven+Aza does 14.7 mOS in the Frontline.  At BAT 15m it&#39;s still 60%.  At BAT 14m it&#39;s about 80%.

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 This is Great, for context, Dagco is a small asset manager in Ohio with about $500M in assets.  They own almost all blue chips and standard broad based holdings.  The only position that sticks out is the 577,000 shares of SELLAS they had, which is now over 1M shares.   
 
It's likely clearly see the asymmetric upside with the margin of safety of no REGAL downside. 
 
It's almost May 2026 everyone, we're now at the point where there is extremely high statistical probability of HR being less than .3.  
  
BAT 11.4m: 98.0% [95-99%], median HR = 0.166  
BAT 12.0m: 95.5% [92-98%], median HR = 0.187  
  
And you can eliminate the impossible:  
  
- i.e. 18 BAT mOS has 0.3% chances of occurring statistically  
- BAT mOS > 14m is essentially ruled out: P(BAT < 14m) = 98.7% across the 5 layer Bayesian posterior.  
  
P(HR<0.3) drops below 50% only at BAT 16m (never observed in AML CR2, not eligible for transplant). Ven+Aza does 14.7 mOS in the Frontline.  At BAT 15m it's still 60%.  At BAT 14m it's about 80%.

@yG19 how is a sub .2 HR possible if only 80% of the trials patients are GPS repsonders?

$SLS So, that is the median HRs, and sub .2 HR is possible.  Because non-responders die much faster than responders, their numbers deplete rapidly. By the time you reach Month 58 (the data cutoff), almost all of the non-responders have already passed away, while a large chunk of the &quot;cured&quot; responders and some that will end up in &quot;uncured&quot; are still alive. 
 
And hazard ratio is calculated based on the people who are still at risk in the trial (the surviving risk set). 
 
At Month 58 (Dec 2025), with a BAT mOS of 11.4 to 12.0: 
 
Overall HR at mo58: 0.162 to 0.164 
Risk-set floor at mo58: 0.037 
Implied responder HR at mo58: 0.130 to 0.132 
 
For BAT 12.0: 
Overall HR at mo58: 0.182 to 0.185 
Risk-set floor at mo58: 0.042 
Implied responder HR at mo58: 0.146 to 0.149 
 
At BAT 11.4 to 12.0, only about 3% to 4% of the surviving GPS risk set is BAT-like non-responders at mo58. That leaves about 96% of the surviving GPS risk set as responder enriched.

 how is a sub .2 HR possible if only 80% of the trials patients are GPS repsonders?