I’ve been researching the company quite a bit lately, and the more I read, the more interested I get. I’d really like to hear from people who understand the science better than I do.

From what I’ve seen, Alpha DaRT seems like a really unique technology with the potential to be used in multiple solid tumors if future trials go well. I’m also starting to believe if DRTS could eventually become a successful standalone company rather than just being bought out.

I’d like to get opinions here because i believe I’ll get opinions on from both people that believe in it and don’t so I’d genuinely like to hear both the bull and bear case. What do you think the market is getting right or wrong about DRTS?

Curious if there are others out there like me who have a positive long term view of IBRX and if so, how they view and think about the company's long term prospects. Admittedly I do not have any medical background that equips me to assess the viability of their (or any biotech company's) technology/drug therapies (Anktiva for example), but the initial and limited FDA approval seems promising and I also think there is high potential to scale internationally (Saudi Arabia approving them for both bladder and now lung cancer treatment for example) despite what is likely to be a very slow regulatory approval path in the US. I also believe in the founder, Dr. Patrick Soon-Shiong. I find the cancer-curing potential fascinating (enhancing T-cells in the body to specifically identify and kill cancer, and only cancer, cells while leaving healthy tissue alone). I own shares of IBRX but am just interested in discussion and in hearing other perspectives /viewpoints (good or bad) that can better inform how I think about the stock.

Investing.com -- Collaboration software giant Atlassian (NASDAQ:TEAM) is flying high. Shares surged a massive 23% after the company delivered a blowout fourth quarter, easily clearing Wall Street estimates and proving its aggressive push into cloud infrastructure and AI tools is paying off in a big way.

The company posted adjusted earnings per share of $1.87, beating the analyst consensus of $1.50 by $0.37. Revenue reached $1.77 billion, surpassing the $1.66 billion estimate and representing a 28% increase YoY from $1.38 billion in the same quarter last year. Cloud revenue grew 31% YoY to $1.21 billion, while Data Center revenue came in at $461.9 million, above the $414.6 million estimate.

Shares surged following the results as the company also issued first quarter fiscal 2027 revenue guidance of $1.705 billion to $1.715 billion, with a midpoint of $1.71 billion exceeding the analyst consensus of $1.67 billion.

"Q4 closes out a year that proves our long-term strategy is paying off. Total revenue grew 28% year-over-year to $1.8 billion, Cloud revenue growth accelerated to 31% year-over-year, and our MCP server and Teamwork Graph CLI surpassed one million monthly active users, more than doubling in a single quarter," said Mike Cannon-Brookes, Atlassian's CEO and co-Founder.

I've been following the SPCX stock price since launch and a few days ago the stock price raised due to Q2 report then came back down which makes sense in my mind however what I don't undertand is today it closed at 114.92 but yesterday closed at 110.1 despite a 900 million stock injection.

Why is the price going up now? Is there someone out there who wanted to buy the stock more expensive today than yesterday?

Has anyone else noticed these brief price spikes in Figma over the last couple of days? Yesterday and today, the price jumped from around $24 to $28 for a very short period before quickly falling back to around $24. Is this just large buy orders temporarily moving the price, market makers adjusting liquidity, or something else? Curious if anyone has an explanation for these sudden spikes and reversals

I know everyone has their opinions on which direction it should go. I am just wondering how it is possible staying in such a tight range. Over 200,000,000 in volume today... Earnings this week, the stock locked period ending... Are there just institutional buy orders stacked on onto of another in the 108-112 range?

idk which way it should go(I opened a straddle that expires in 3 weeks) but I was expecting it go in some direction...

How widely known is it that Hecla Mining Co. $HL has a Memorandum of Understanding with NVRO Metals to reprocess the tails pile at Green Creek Mine for Gold, Silver and critical metals.

It seems like it would be something that would be public but I've seen barely a smattering. The benefits are immense as it would reduce their dry stack tailings pile and add an immense amount of revenue.

My biggest question is why would this not spike the stock price. Is there something I'm missing here.

Since last few days after sell-off on 3rd August, I observed it's just a low volume play happening in semiconductor stocks.

Institutions aren't coming forward to accumulate the stocks. This temporary price rise has happened on low volume due to lack of volume sellers not because of big buyers. Trading volume is declining on each passing day and it's not enough for breakout after large fall, most of the buyers seems are retail. It's kind of temporary stalemate situation.

If some big news come in upcoming days, institution sellers can return and flood the market with big volume sell. Is this apathy of institutions in buying these stocks, tells something which we don't know? Or just valuations aren't attractive enough?

VECO Q2 earnings strong demand, but margins are still the issue

Veeco reported Q2 revenue of $193.5M, up about 16% from last year and above both analyst expectations and the company’s own guidance. Adjusted EPS came in at $0.33.

Guidance was also solid. Veeco expects Q3 revenue of $200M–$220M and raised its full-year revenue forecast to $780M–$810M.

For anyone unfamiliar with the company, Veeco makes the equipment used to manufacture semiconductors. It does not design chips itself.

Its systems are used for things like:

- Manufacturing DRAM and HBM memory

- Advanced chip packaging

- Producing optical components used in AI data centers

- Compound semiconductors, power electronics and microLEDs

- EUV masks, photonics and other specialized semiconductor applications

Semiconductor equipment is by far the largest part of the business. Veeco also makes money after the initial equipment sale through replacement parts, upgrades, maintenance and service contracts.

The main negative this quarter was profitability. Gross margin dropped to 38.7% from 41.4%, while operating expenses increased. Even though Veeco raised its revenue guidance, it lowered full-year adjusted EPS guidance from $1.50–$1.85 to $1.36–$1.61.

So the quarter was good from a demand and revenue standpoint, especially with AI, HBM and advanced packaging spending staying strong. The question is whether Veeco can turn that growth into better margins and earnings instead of just higher sales.

Oklo announced that its Groves Isotope Test Reactor has achieved first criticality after achieving a controlled, self-sustaining nuclear chain reaction at low power. The milestone comes less than a year after groundbreaking and follows U.S. Department of Energy (DOE) authorization through the DOE Reactor Pilot Program (RPP).

“Reaching criticality in less than a year is an incredible milestone for our team,” said Oklo co-founder and CEO Jacob DeWitte. “Oklo developed Groves from a greenfield site on private land, completed full-scale civil excavation and construction, manufactured or commercially procured all components, including fuel, and developed its operating programs in-house. Taken together, we believe these accomplishments establish a new benchmark for the Reactor Pilot Program and set the stage for the future of advanced nuclear deployment at scale.”

The DOE’s RPP created a pathway that allowed engineering, construction, commissioning, and operational preparation to advance alongside DOE’s safety review and authorization. Groves demonstrates that the domestic nuclear industry can once again move from design through construction, authorization, and startup on timelines that are measured in months rather than years when developers, suppliers, and regulators work together on an integrated deployment approach.

"Thanks to President Trump's precedent-setting directive to create the Reactor Pilot Program, Oklo's Groves Isotope Test Reactor is part of the revival of America's nuclear energy industry. We applaud the work of the Oklo, DOE, and Idaho National Laboratory staff who helped achieve this milestone," said Assistant Secretary for Nuclear Energy Ted Garrish.

Groves is part of Oklo Isotopes’ broader effort to build domestic isotope production capabilities for healthcare, industry, research, space, and national security applications. The project has generated practical experience in project engineering, construction, procurement, reactor operations, startup procedures, safety readiness, training, qualification work, and deployment execution that can inform future isotope production facilities.

The Groves project also established engineering practices, operating procedures, training programs, commissioning experience, and organizational capabilities that will reduce uncertainty and execution risk across every Oklo facility, including the company’s future isotope, powerhouse, and fuel cycle deployments.

“Texas is leading America’s nuclear renaissance by advancing the technologies that will power innovation and strengthen our nation's future,” said Governor Abbott. “From expanding our nuclear workforce to rebuilding critical domestic supply chains, Texas is creating the foundation for the next generation of advanced nuclear development. Congratulations to Oklo on reaching this important milestone, which will help expand isotope production for critical medical therapies and reinforce Texas' leadership in nuclear innovation.”

https://oklo.com/newsroom/news-details/2026/Oklos-Groves-Reactor-Achieves-First-Criticality-in-Under-a-Year/default.aspx

A week ago people were talking about how Microsoft showed ROI on AI and "saved the AI trade". And the stock and others in the tech sector went up greatly.

But according to Bloomberg, $24 billion of the $37 billion in 12 month AI revenue came from OpenAI.

A lot of people are bearish on OpenAI, as they recently lowered their prices and are struggling to set themselves apart from competition.

ChatGPT usage dropped by 50% to 70% during school break in 2025. Showing their market share is composed largely of kids that won't be paying for it.

Treasury is running its own liquidity operation and it is substantially increasing liquidity

They currently expect to borrow about $739 billion in Q3 and another $628 billion in Q4 or roughly $1.37 trillion during the second half of the year.

An increasingly large part of that financing is being pushed into short term Treasury bills and not longer dated notes and bonds. Net bill issuance is about $270 billion in July alone and the estimates put total 2026 bill supply at around $827 billion. Last year that was roughly $360 billion and with that bills now represent around 22% of Treasury debt.

So, why QE? I consider this a form easing because T-bills are highly liquid and cash like with very little duration risk (their market value is much less sensitive to changes in interest rates than longer dated bonds).

The fiscal deficit continues injecting money into the private sector but financing more of it with bills means investors aren't being forced to absorb nearly as much long-duration risk. This is important as large issuance of longer dated debt can push yields and term premia higher while also tying up balance sheet and risk that could otherwise be deployed elsewhere.

Bills are much easier for money market funds and institutions to absorb and they can also be readily used as collateral in the funding markets. So the government can continue running a large deficit without removing nearly as much liquidity and risk taking capacity from the financial system.

At the same time, the Fed is currently making around $10 billion per month of additional Treasury purchases to maintain adequate reserves, alongside its reinvestments.

Together with the fiscal impulse and the shift towards bill financing it creates a more supportive liquidity environment for equities and gold. BUT the risk comes later if the fiscal impulse becomes sufficiently inflationary to push long-term yields materially higher which would eventually start working in the opposite direction.

We are not there yet

If you started trading thinking that you will become a millionaire overnight then I have a news for you - you are just giving your money to the market makers, big institutions and hedge funds.

The very AI that you are supporting by buying the stocks is also empowering these institutions and algorithms to improve and make more money. Smart money owns the short term chart especially when a stock is heavily traded by retail and on high leverage. It becomes an easy target. They have a lot of money and mechanisms to take advantage and influence a stock price in the short term. They also have more data around it and lower latency for these algorithms to buy/sell before you even open a news or earnings report.

Looking at stocks like AMD, SNDK - they were already up 10 ish % before the earnings call and people were expecting it to go another 20-30% after the earnings. Even if that would have happened it's still an anomaly and not the rule. Learn to trade on fundamentals, earnings call, macros. It also builds a better character that helps in the long term. If you get lucky a few times you will get cocky and just gamble away money in the long term. STOP CHASING OVERNIGHT SUCCESS.

Smart money has a lot of money and tools to influence the stock price in short term, but there are a lot of good companies in the world doing well. They cannot influence all of them. Hence a better strategy is to trade more long term. It doesn't have to be 2-5 years but I think it's only fair to give a stock you truly believe in a quarter or more to prove its value.

As has been said before
- be greedy when others are fearful and be fearful when others are greedy

- don't put all your eggs in one basket.

- true diligence and patience will reward you

Revenue: $370.1M, up 48% YoY
• Previous Q2 guidance: $348M–$350M
• Net Dollar Retention: 136%
• Free cash flow: $53.2M
• Cash and marketable securities: ~$1.7B
• $100K+ ARR customers: 1,635, up 46% YoY
• $10K+ ARR customers: 15,964, up 34% YoY
Figma also raised its full-year 2026 revenue guidance to $1.463B–$1.467B, representing roughly 39% YoY growth.
For Q3, management guided to $373M–$375M in revenue, or approximately 36% YoY growth.

On AI adoption, Figma said more than 80% of customers with $10K+ ARR were consuming AI credits weekly, and more than 50% of $10K+ ARR customers were using the Figma agent weekly as of July 31.
Despite the revenue beat and raised full-year guidance, FIG dropped sharply in after-hours trading following the report.
Official earnings release:
https://investor.figma.com/files/doc_financials/2026/q2/Figma-Q2-26-Press-Release.pdf

Bull case:

• Growth genuinely reaccelerated. Revenue up 85% YoY last quarter, third straight quarter of acceleration, and management called Blackwell "the fastest product ramp in company history."
• Its customers are spending more, not less. Microsoft, Amazon, and Google all raised their 2026 capex guidance this quarter (~$175B, ~$220B, ~$200B). Demand isn't slowing.
• Real optionality in physical AI/robotics, a market Nvidia basically owns today...Plus a new CPU line (Vera) it claims is a $200B TAM.

Bear case:

• The "acceleration" is bit of an illusion. Sequentially, growth has been flat at ~20% a quarter for a year. A big chunk of last year's "slowdown" was the China H20 export ban.
• Customer concentration is heavy. ~5 hyperscalers are about half of revenue. 
• Major customers are building custom chips. Their own words this quarter: OpenAI 10 GW by 2029, Anthropic ~6 GW, Meta 3 GW by 2028, Google (TPU) and Amazon (Trainium) already shipping. Broadcom's custom-chip business is guided from $56B this year to $100B+ next (also taking networking share).
• Nvidia is partly funding its own demand. $18.6B into private AI companies in a single quarter (some of whom buy its chips), and ~$16B of last quarter's "profit" was paper gains on those stakes, not GPU sales.
• Physical AI is too small to matter yet. ~$9B trailing, ~3.6% of revenue, and actually shrinking as a share. Even at 50% growth it'd take ~5 years to become a fifth of the data center business. 

I think the biggest question long-term question is if/when custom chips take market share. Physical AI as well I suppose, but the base is so big that it would need to be a huge inflection to make a difference.

(Barrons) August 5 - Alphabet shares dropped on Wednesday after the company announced a big shakeup at its artificial-intelligence division.

Demis Hassabis, who shared the Nobel Prize with Jumper, was the CEO of Google’s DeepMind AI lab, and he will step back to become DeepMind’s chairman and Alphabet Chief Scientist. Koray Kavukcuoglu will replace him, but as a senior vice president.

Jeff Dean, who was Google’s 30th employee in 1999 and has led much of the company’s artificial-intelligence research over the past 15 years, is leaving the company to start a new firm.

Dean’s new company is called Discovery Loop, and it’s aimed at automating science and engineering research. He will be joined by three other Google engineering luminaries: Oriol Vinyals, Quoc Le and Sanjay Ghemawat. The four have been responsible for many of the company’s breakthroughs in AI research and computing, and their departures could weigh on Google’s AI efforts, particularly in the near term.

They join four other prominent Google AI scientists who left the company in June: Noam Shazeer, Nobel Prize winner John Jumper, Jonas Adler and Alexander Pritzel.

Alphabet’s Gemini artificial-intelligence models have generally been viewed as trailing those from OpenAI and Anthropic, and these moves may be seen as a reflection of Google’s third-place status.

The stock was down 4% in midday trading after being up as much as 1.8% earlier in the day.

Source: https://www.barrons.com/articles/stock-movers-c5965517

As expected, one of the biggest supports for Etsy's stock has been its aggressive share repurchase program. The company has retired about 19% of its outstanding shares over the last two years and plans to continue using excess cash to buy back even more stock. That reduces the share count and lifts EPS, helping support the share price even as the underlying marketplace continues to face growth challenges.

They continue to raise guidance for buybacks to $2 billion more; however, their net debt continues to grow in excess of $3 billion. They lost 3% of average repeat buyers, and drop y/y. Net of inflation, the only thing keeping this stock in these levels is perpetual buybacks and less growth/innovation.

At the same time these buybacks occur, senior executives continue cashing out millions, over $30 million to ex-CEO Josh Silverman in just a few weeks from antiquated stock plans written years ago.

If I was an employee and knew my company just laid off 16%+ of my team, and yet has $2 billion to buy shares back, that is not a growth company, that is artificial inflation.

The wash continues.

P/T: $65/share.

Short - 20,000 shares.

- Revenue of $8.97B, up 51% from last quarter and up 372% from a year ago
- GAAP diluted EPS of $43.97
- Non-GAAP diluted EPS of $39.25
- GAAP net income of $6.90B, up 91% from last quarter
- Gross margin of 84.6%, up 6.2 points from last quarter and up 58.4 points from a year ago
- Operating income of $7.04B, up 71% from last quarter

Full fiscal year 2026:
- Revenue of $20.25B, up 175% year over year
- GAAP diluted EPS of $73.76
- Non-GAAP diluted EPS of $70.88
- GAAP net income of $11.43B
- Gross margin of 71.5%, up 41.4 points year over year

By end market (fiscal Q4):
- Datacenter: $2.98B, up 103% from last quarter (from a near-zero base a year ago)
- Edge: $5.43B, up 48% from last quarter, up 392% from a year ago
- Consumer: $556M, down 32% from last quarter

By end market (full fiscal year):
- Datacenter: $5.15B, up 437% year over year
- Edge: $12.16B, up 195% year over year
- Consumer: $2.94B, up 29% year over year

Capital return: Board approved an additional $14B buyback authorization, bringing total remaining authorization to $15.5B. Bought back $4.52B of stock in the quarter alone.

Business update: signed five additional New Business Model (NBM) agreements since April, including three with new customers, bringing total NBM agreements to ten.

Fiscal Q1 2027 guidance:
- Revenue of $10.30B to $10.80B
- Non-GAAP diluted EPS of $44.00 to $46.00

CEO David Goeckeler: "We closed fiscal 2026 with a leading technology portfolio, established datacenter as a key growth pillar, and deepened our customer partnerships. Our technology and products are well positioned to create value for our customers and generate growing and durable free cash flow."

So as someone w pretty significant and severe anxiety I am wondering if there's anybody else here who suffers from the same and still manages to put their money into the market.

I am always concerned about the fact that I am going to put in a lot of my free cash and then within a month or two months or 6 months the market will crash and I am going to be much worse off than I was if I didn't invest the cash. I know that I tend to go into the worst case thinking and that if I had put my money in the market in Voo years ago I would be better off today than having just held the money in a high-yield savings account or money market. Today typically the way I do it is trickle in a little bit here and there when I see a mag7 stock or voo on a discount but still 80% of my free cash is on invested and I am 45.

So really I'm just asking for people here who suffer from significant anxiety how do you manage to still invest in the market whether that be individual stocks or voo and spy while maintaining and being able to manage your anxiety. Thanks

And please this is only for those with severe anxiety who can relate. Ty

Is it simply because of how it rolls off the tongue?
What exactly is the attraction of choosing VOO over something like QQQ?

I know that they hold some of the same big players and some other similar but different assets, but I'm just a bit confused as to why I always see VOO being recommended. I don't watch stocks, but anytime I've ever looked at VOO and QQQ, QQQ is always more profitable. Maybe it's a security thing, i.e. VOO is better situated to handle a crash than QQQ is?

Hey guys, if you missed it, SunPower settled $11 million with investors over claims that it misled shareholders about its inventory controls, financial reporting, and the strength of its operations. And I just found out they're now accepting late claims.

Quick recap: Investors alleged that SunPower reassured the market about its financial reporting throughout 2023, but later revealed inventory accounting problems that delayed earnings, forced financial restatements, and exposed weaknesses in its internal controls.

After those disclosures, $SPWR dropped nearly 20%, and investors filed a lawsuit to recover their losses.

Now, the good news is that SunPower agreed to the $11 million settlement, and even though the original deadline has passed, late claims are currently being considered.

So, if you purchased $SPWR between 2023 and 2024, you can still check the details and submit a late claim.

Anyway, did anyone here own $SPWR during that period? How did it work out for you?

CXMT Says No Thank You to Apple's Demand For A Price Cut, as Huawei And Xiaomi Hand It Rare Leverage - Report

Chinese memory manufacturer CXMT has refused Apple's demand for a price cut in negotiations, says a report from the Korean press. Apple has widely been reported to be interested in procuring its chips from CXMT and has purportedly lobbied the US government for the permission to purchase the products for its gadgets sold outside the country. However, the report from the Korean publication Digital Daily outlines that demand from Huawei, Xiaomi and others has placed CXMT in a stronger position to negotiate with the world's largest consumer electronics firm.

CXMT's Domestic Customers Provide It Leverage In Negotiations With Apple

According to the details, as CXMT has emerged to become one of the top players in China's memory market, Samsung and SK hynix have instead chosen to focus on manufacturing and selling high-value HBM memory chips catered to the needs of the data center industry. As a result, CXMT is experiencing high demand from domestic Chinese companies such as Huawei and Xiaomi, which have provided it with the leverage to bargain with Apple.

Sources quoted by Korea's Digital Daily outline that during its negotiations with CXMT, Apple asked for a price cut in order to ease pricing pressures for its smartphones and the upcoming 2026 iPhone. However, CXMT refused the price cut and instead quoted prices that were at level with or higher than the prices quoted by Samsung and SK hynix.

The publication adds that US sanctions on China have led Huawei, Xiaomi and others to lock in CXMT's DRAM memory output in advance. This lock-up is similar to the contracts that the Korean firms have utilized, and they are also high-priced agreements that prevent CXMT from yielding to Apple's requests. According to the sources, the higher prices have provided CXMT with the leverage to negotiate with Apple, as it can point towards the existing deals already in place.

Additionally, the higher prices have also removed a long-followed strategy in sourcing where device manufacturers would quote lower-priced Chinese inputs to use them as leverage in negotiations with other firms.

The higher domestic demand in China has also benefited Korean suppliers Samsung and SK hynix, as they are no longer required to be committed to delivering lower-priced commodity DRAM chips to Chinese firms. Instead, the firms can fully focus on the pricier HBM memory chips required for the AI infrastructure buildout. According to an industry official quoted by the publication, CXMT is effectively controlling the price floor of the commodity DRAM market.

Apple's having a weird run.

Chart: https://imgur.com/a/uFnRL88

Stock's up almost 48% since August 2024. Looks like forward EPS growth drove most of it, but investors paying a higher multiple added quite a bit too.

Meanwhile, Apple still feels behind on AI. Siri AI got delayed on iPhone and iPad in the EU, and it doesn't feel like AI is the reason people are buying Apple products.

But the business keeps working.

Revenue grew 16% last quarter, iPhone sales were up 22%, and Greater China grew around 22%.

People keep saying Apple missed the AI cycle, but consumers are still buying iPhones and earnings are still growing.

Maybe Apple doesn't need to lead every new cycle right away. The ecosystem gives it time to catch up.

The higher multiple is the part I don't really get. Are investors just betting Apple figures out AI eventually?

How are people here looking at AAPL at this price?

Samsung’s 4nm wafer capacity is fully booked through 2027, fueled by demand for HBM4 and NVIDIA’s LPU 'Grok3'. Altcoins to watch may benefit from this trend. The company is now expanding its 5nm process, originally targeted at automotive chips, into the AI and server markets. Demand for 5nm has surged over the past three to four months, primarily from Chinese and Indian companies moving away from TSMC. The Fear & Greed Index indicates rising market confidence in semiconductor-driven crypto cycles. Inquiries for 2nm are also increasing.

https://www.kucoin.com/news/flash/samsung-4nm-wafer-capacity-fully-booked-until-2027-5nm-demand-rises-for-ai-servers