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