In short,
Iran has closed the Strait of Hormuz for shipping transit due to what it called Israel’s violation of a ceasefire.
US-Iran talks are set to open in Switzerland on Sunday, aimed at permanently ending a conflict that’s thrown the Middle East into disarray.
The closure of the Strait of Hormuz casts a new cloud over the talks, with the immediate impact on vessel traffic unclear.
Moderna $MRNA just posted a Phase 3 win for a personalized mRNA cancer vaccine.
The treatment combines Moderna’s intismeran autogene with Merck’s Keytruda and was tested in high-risk melanoma patients.
The big part:
• Hit the primary endpoint: longer recurrence-free survival
• Hit a key secondary endpoint: longer distant metastasis-free survival
• First positive Phase 3 result for an individualized neoantigen therapy
• First positive Phase 3 result for an mRNA-based cancer therapy
I’ve been watching this closely since 30’s, I knew it’s undervalued and this validates it. This is bigggg..
$MRNA was up more than 50% premarket. $MRK was up ~7%. (Reuters)
Hey everyone, here is your daily sentiment and technical breakdown for $ANET.
📊 Overall Sentiment: 94.1 (BULLISH+) 🟢
Market sentiment remains extremely strong and firmly in the "Bullish+" territory today, creeping up slightly from yesterday's close.
🔍 Sentiment Breakdown
The overall score is driven by media, social and technical analysis. Here is how they stack up right now
What are your thoughts on $ANET at these levels?
Unitree Robotics, one of China’s biggest humanoid/robotics names, just debuted in Shanghai.
IPO price: 150.8 yuan
Day 1 high: 1,100 yuan
Gain: +629% 🤯
Raised: $904M
That’s not a normal IPO pop.
Unitree plans to put a big chunk of the IPO proceeds toward embodied AI development.
Humanoid robots + AI is clearly becoming a serious investment theme.And if this kind of demand continues, I’m wondering if Unitree’s IPO becomes a catalyst for the next wave of AI trade, which is physical AI.
Anddd.. I’m continually staking OUST, IND(they supply to Unitree), TER, AMBA to play this theme!
What’s your top physical AI pick?
Most people who followed $CYDY remember March 30, 2021. The FDA publicly stated that CytoDyn's claims about leronlimab were "misleading and not supported by the data", no benefit was shown in COVID-19 treatment trials. The stock dropped 25%+ that day.
What happened afterward was a class action lawsuit covering investors who held $CYDY between March 27, 2020 and March 30, 2022.
A $500,000 settlement has been reached and terms are now submitted to the court for approval.
Who qualifies?
Anyone who held $CYDY during the class period and suffered losses from the alleged misrepresentations about leronlimab's effectiveness for HIV and COVID-19.
Can I still apply?
Yes, you can submit your application now and it will be processed once claims filing officially opens after court approval.
If you were damaged by this don't forget to check your eligibility. GL!
These are the tickers i look today, based on social attention, media volume, technical analysis, and sentiment velocity over the last 24 hours.
https://www.sentimentick.com/app/ticker/MPWR
A lot of the discussion around ARM today centers on its ~18% China revenue exposure (mostly royalty revenue through licensees like Samsung and SK Hynix). Ran the EPS sensitivity instead of just looking at the headline percentage: a 10% cut to that China revenue only moves EPS by about $0.01. The royalty/licensing model has enough operating leverage that revenue shocks don't translate 1:1 into earnings hits.
HPE was up almost identically (+10.0%) the same session, which points more toward broad tech/infra rotation than an ARM-specific catalyst. The AI infrastructure and custom silicon design-win narrative ("physical AI buildout" robotics, edge, data centers) is getting cited as the underlying driver.
Full writeup: https://metricshour.com/briefs/2026-07-10/
Curious if others are seeing the same EPS math or reading the exposure risk differently.
I’ve been digging into AI drug discovery lately, and 2026 feels like an important inflection point.
For years, it was mostly funding, partnerships, AI models and big promises.
Now we’re finally getting clinical data.
A generative AI-designed molecule has reached Phase III, and we’re starting to see whether AI can actually translate into medicines that work.
So, What’s your favorite AI drug discovery stock right now, and what’s your thesis?
$11.5 BILLION in Q2 revenue.
That’s up from $787M in Q2 2025.
That’s roughly 14.6x YoY. Come on, that’s a massive jump
And it gets crazier:
• Q1 revenue: ~$4.73B
• Q2 revenue: >$11.5B
• Positive adjusted operating income
• Potential mega-IPO now getting closer
I’ve been watching the AI trade for a while, but this is starting to look less like “AI hype” and more like an actual revenue explosion.
Man, get ready for next higher leg. AI is on fire
Leopold Aschenbrenner’s AI-focused hedge fund, Situational Awareness, reportedly grew to around $45B before a massive reversal brought it down to roughly $10B.
So what went wrong?
→ Heavy AI bets: The fund was heavily invested in AI-related stocks, especially semiconductor and data-center companies.
→ Leverage: The fund reportedly used around 4–5x leverage, meaning it was controlling far more money than its own capital.
→ AI stocks crashed: Several major positions dropped sharply, while some short positions also moved against the fund.
→ Margin calls: As the positions lost value, lenders demanded more collateral. The fund was forced to sell positions instead of waiting for the market to recover.
→ Forced selling: Selling billions of dollars during a crash locked in huge losses and accelerated the decline.
The key lesson?
The problem wasn't necessarily the AI thesis. It was the combination of concentration, leverage, and lack of liquidity.
You can be right about the long-term trend and still get wiped out if you take too much leverage.
Next NBIS gonna beat and raise tomorrow. LFG!
So if Reddit signs a usage based licensing deal (which is highly likely as their CEO stated the negotiations being 'complex') with Google and OpenAI, reddit is undervalued? What do you guys think?
If you could own only one dividend stock for the next 10 years, what would you choose?
Would you prioritize:
Which company gives investors the best combination of income, growth, and safety?
DJT dropped Q2 earnings $238.1M net loss, revenue $1.7M (yeah, million, not billion). $190.4M of that loss is just unrealized markdowns on their Bitcoin/crypto stash tanking.
Opex: $165M. Revenue: $1.7M. Do the math company runs on ~1% revenue-to-expense ratio and survives purely on equity raises + Trump brand hype.
Still sitting on 14,139 BTC and $1.9B cash though, so they're not broke just bleeding paper losses every time crypto dips. Now pivoting to a nuclear fusion merger (TAE Technologies) because why not.
Stock down 8%. Meme stock or crypto ETF disguised as a media company? You decide.
Scroll through this sub right now. Count the "PLTR is going to $200" posts. I counted six since Thursday morning. At least two people said "generational buying opportunity" without apparent irony.
The results were legitimately good — I'll say that. Revenue up 93% year-over-year to $1.94B. US commercial jumped 149%. Government segment up 90%. Margins are actually expanding. These are not fake numbers.
But the stock is up 40% in five days. It's now trading at a premium that assumes everything continues going exactly right for the next three years. Earlier this year it was down 40% from its highs — same company, same fundamentals, same AIP product — and half this sub was calling it overvalued and uninvestable.
When does the story change? When the results get better, or when the crowd changes its mind?
I'm not saying it's a sell. I genuinely don't know what it's worth when growth is compounding at these rates. What I'm saying is: the confidence level in this subreddit right now doesn't feel like analysis. It feels like we all just decided to agree because the chart went up. What's the bear case anyone is actually taking seriously?
I’ve been watching indie for a while, and Q2 was actually pretty interesting. I absolutely loved listening.
Revenue hit $64M, +24% YoY, beating the $62.5M estimate.
More importantly, the company seems to be stacking up design wins across several areas:
77GHz radar: New Tier 1 win supporting Volvo
Physical AI: Wins with Unitree and Agibot
Computer vision: New iND880 wins with OEMs in China
Quantum: Record bookings, including new customer-funded programs
And the hidden photonic components growth showing up.
The loss also improved materially, from $14.5M to $8.9M.
Then there’s the guide.
Q3 revenue is expected at $67M-$73M, which puts the midpoint around 30% YoY growth.
What I find interesting is that indie isn’t really a pure automotive story anymore. Radar + computer vision + physical AI + quantum gives them several potential growth vectors.Obviously, design wins aren’t revenue yet. That’s the part I’d be watching.
But the pipeline is starting to look a lot more interesting than the headline $64M revenue number suggests.
Anyone else following $INDI? Curious how people are thinking about the physical AI angle here.
Today (Aug 6) has been brutal. SpaceX stock hit an all-time low after that Q2 report revealed massive AI Capex spending. Elon just saw $87B vanish in a single day.
Worth noting: this isn't an isolated crash. SPCX has been sliding since its June 16 peak (~$220), down over 45% from that high, and down in 11 of its first 17 trading sessions. There's also an insider lockup unlock coming next month (~900M+ shares) that could add more pressure.
For the retail investors who jumped in after the IPO: Are you holding long-term because you believe in the vision, or was the hype-train just too much? Is this a genuine buying opportunity or a warning sign? Let’s hear your exit strategy (or your plan to double down).
The narrative was perfect: AI agents let companies build their own tools, so paid software goes to zero. February turned it into a religion, Atlassian fell 32% YTD, and bears were feasting.
Friday happened.
TEAM +35.31% to $149.07. Q4 revenue $1.77B, up 28%, crushed the $1.66B estimate. First profit in over 2 years: $139M vs a $24M loss. Rovo used by 80%+ of Fortune 500. CEO buying $250M of his own stock. BofA upgraded to Buy, PT $175 from $105: "AI beneficiary rather than AI victim."
TWLO +24.89%, fresh 52-week high. Q2 revenue $1.50B, up 22%. EPS $1.47 vs $1.32 expected. FY growth guidance raised from 14-15% to 18-18.5%. Voice AI self-serve growth +50% YoY. AI-native customers hit $6M and $9M annual accounts in 14-18 months.
NET +15.7%. Revenue up 36% and accelerating. Full-year guidance raised. AI traffic crossed 50% of network for the first time.
PLTR +10.32% to $172. BofA PT to $255, roughly 50% upside.
The thesis was wrong: AI doesn't replace the software layer, it drives usage through it. More agents means more API calls, more messages, more seats. The companies holding the data and infrastructure are the picks and shovels of the agentic era.
And when BofA goes from $105 to $175 on TEAM in one quarter, that's the bear camp capitulating.
Who's still short SaaS after this week, and what's your thesis now?
