Posts
Can DRTS submit for FDA approval of their GBM treatment as early as this coming year?
Alpha Tau (NASDAQ: DRTS) has announced groundbreaking news. They have achieved complete response in recurring GBM, the most common and aggressive brain cancer. If you listen closely to the conference call, you’ll notice the company is already looking forward, and the FDA is on board. Usually the approval process for …
Galaxy Digital $GLXY Helios AI Infrastructure DD
Galaxy Digital (GLXY) is still primarily valued by the market as a crypto financial services company, with earnings tied to trading activity, Bitcoin cycles, and broader digital asset volatility. That framework is increasingly outdated because it does not reflect the scale or structure of the AI infrastructure business being built …
I went through Airbnb's last two 10-Ks. A third of their profit isn't from hosting. It's from the Fed, and that's unwinding
Okay this might be obvious to people who pay closer attention to filings than I do but I just spent a weekend going through Airbnb's last two 10-Ks and there's something on there that I can't stop thinking about. The Airbnb pitch since the IPO has been pretty simple. Marketplace …
How can I possibly know when to exit a venture capital etf?
I sold off my Palantir ( not at the ath dang it) and bought into VCX at $86 and it's done very well. Mostly bought because my work was now moving to Claude from Palantir and Anthropic was getting hyped as being a better product. SpaceX is in it, IPO …
Why i (Still) think $ALVO is undervalued at these levels.
Alvotech developes and manufactures biosimilars, cheaper copies of expensive drugs. They handle everything in house from cell line development through to final manufacturing, which gives them a cost advantage. Five biosimilars already approved and selling across 90 countries: copies of Humira, Stelara, Simponi, Eylea and Prolia/Xgeva. Teva handles US distribution, …
Ebays Reply to Gamestop bid
Dear Mr. Cohen, The Board, with the support of its independent advisors, has thoroughly reviewed your proposal and has determined to reject it. We have concluded that your proposal is neither credible nor attractive. We have taken into account such factors as 1) eBay's standalone prospects, 2) the uncertainty regarding …
Hypothetical: At what guaranteed annual yield would you stop picking individual stocks?
This is just a hypothetical question, but let's say you could have a guaranteed annual yield for the next, let's say, 20 years. How high would it have to be for you to stop investing in individual stocks? A reasonable answer would probably be somewhere around 10%. But some of …
r/Stocks Daily Discussion & Technicals Tuesday - May 12, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on …
coffee and energy drinks have insane pricing power
​ one reason i treat $BREW more like a defensive hold than a normal consumer discretionary play is how sticky caffeine consumption really is people cut back on a lot of things during weaker economies, but daily coffee and energy drink habits usually survive. brand loyalty in this space is …
Why is Take Two not being bought ahead of GTA?
The stock is down 11% YTD and I still think institutions are underestimating how many copies of the game will be sold. As soon as the numbers come in, the stock will jump, I just don't understand what people are holding back on. Just like with big blockbuster movies, they …