Dexter

Having invested in US stocks for eight years, I've experienced both the euphoria of bull markets and the trials of bear markets. Here, I'd like to share my insi

[Dexter @Asirais]

$BYND 👀

More people are saying:

“I’m finally going to try Beyond.”

That’s the kind of consumer shift I’m watching.

New customers → new demand → potentially better sentiment.

Maybe $BYND isn’t as dead as everyone thinks. 🌱🚀

[Dexter @Asirais]

$META 👀

Picked up a small position in $575 calls.

Watching for a reversal back above $575 before the close.

The setup is simple:

📍 $575 = key level
📈 Reclaim it → momentum could accelerate
❌ Lose it → keep the risk small
Not going heavy here.
Just looking for the reversal. 🚀

[Dexter @Asirais]

$ABVX 👀

This biotech story is entering a MAJOR catalyst window.

🧬 Phase 3 ABTECT data delivered
💊 Obefazimod targets moderate-to-severe UC
✅ Positive FDA Pre-NDA interaction
📅 NDA filing targeted by year-end 2026
💰 $920M raised to fund the next phase
The setup is simple:
Phase 3 → FDA filing → Potential approval → Commercialization
The clinical story is no longer the only catalyst.
Now the market is waiting for the FDA filing. 🚨

$ABVX 🧬🚀

[Dexter @Asirais]

$PSQL
“YOU CAN'T EASILY BUY ARAMCO.
BUT YOU CAN BUY ITS QUANTUM PARTNER.”

[Dexter @Asirais]

THE AI TRADE MAY HAVE A NEW BOTTLENECK: POWER.

Peter Thiel’s fund is sitting on roughly $59M of $VST.

And the bigger thesis?

Jensen Huang and other AI investors are increasingly pointing to ENERGY as a critical constraint on the AI buildout.

AI needs GPUs.
GPUs need data centers.
Data centers need massive amounts of POWER. ⚡
That puts Vistra right in the middle of one of the most important second-order AI trades.
$VST 👀

[Dexter @Asirais]

$TSLA — PAY ATTENTION TO THIS SETUP

Took 50% off here and locked in profits.
The trade is already up roughly 50%.
I’m still watching the key levels:

🎯 $358
🎯 $355

But here's what really stands out…
The market is bleeding, yet TSLA continues to show serious relative strength.

That matters.

When the broader market is under pressure and a mega-cap like $TSLA refuses to break down, it tells you buyers are still willing to step in.

I already secured 50% of the position.
Now I’m letting the remaining half work.

👀 $358 is the near-term level I’m watching.

If momentum continues, $355 becomes the next area to watch.
Not chasing. Not guessing. Just following the price action.

[Dexter @Asirais]

$CAPR has been showing a clear shift in short-term momentum today.

The stock flushed as low as $9.07, then reversed aggressively and started building a series of higher lows and higher highs.

📈 The key development:

• $9.07 → strong intraday recovery
• $9.70–$9.80 → consolidation / base-building
• $9.90 → breakout
• $10.00 → psychological level reclaimed
• $10.15 → current intraday resistance
Price is currently around $10.13, while the 5-minute/short-term MA is near $10.08, meaning buyers are still defending the short-term trend.
🔑 The $10.15 level is the key battle zone.
If $CAPR can break $10.15 with strong volume and hold above it, the next areas I’m watching are:
🎯 $10.20
🎯 $10.30
🎯 Above $10.30, momentum could potentially accelerate further.

On the other hand, if the breakout fails and price loses $10.05–$10.08, I’d expect a possible pullback toward $10.00, followed by the $9.90–$9.95 area.

The bigger picture here is simple:

Higher lows + higher highs + MA support + breakout attempt.

But this is exactly where volume matters. A clean breakout above $10.15 without volume could turn into a fakeout.
👀 $10.15 is the level I’m watching.
Break it and hold it → momentum confirmation.
Reject it → wait for the next setup.

Not chasing. Watching the price action.

[Dexter @Asirais]

$GRRR
— THE AI INFRASTRUCTURE STORY IS GETTING REAL. 🦍📷 Gorilla Technology is rapidly evolving from an AI/security technology company into a much bigger AI infrastructure play — and the numbers are starting to get hard to ignore. 📷 FY2026 revenue outlook raised to at least $200M 📷 $2.5B five-year AI GPUaaS contract secured 📷 Fitch assigns B- rating with Positive Outlook 📷 $232M in bond financing completed to accelerate AI infrastructure deployment 📷 Management is targeting $450M–$500M revenue in 2027 And here's where the thesis gets interesting. 📷 AI infrastructure ↓ 📷 GPU compute capacity ↓ 📷 Contracted revenue ↓ 📷 Scale ↓ 📷 Heavy capital requirements 📷 Debt/leverage 📷 Execution risk 📷 Profitability still needs to catch up with revenue growth 📷 High volatility Still, the setup is becoming increasingly intriguing. If Gorilla can successfully execute its AI infrastructure pipeline, convert massive contracts into revenue and eventually improve profitability,

could become much more than a traditional small-cap technology company. The real question now? 📷📷

[Dexter @Asirais]

$SLS
— THE BIG AML CATALYST IS GETTING VERY CLOSE. 🧬📷🔥; position: relative; text-align: start; text-decoration: none; white-space: pre-wrap; overflow-wrap: break-word; min-width: 0px; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px;"> SELLAS Life Sciences is approaching a major potential inflection point with GPS (galinpepimut-S), its WT1-targeting cancer immunotherapy being tested in Phase 3 REGAL for AML. Here’s what matters: 📷 GPS targets WT1, a cancer antigen expressed across multiple tumor types 📷 SELLAS ended Q2 with about $138.3M in cash & equivalents 📷 SLS009 is also being explored for potential expansion into pancreatic cancer. And here's the part traders are watching closely 📷A recent report claimed the REGAL trial may have already reached the 80th event, but SELLAS has NOT officially confirmed this. The company's latest confirmed disclosure remains that the trial was approaching the 80-event threshold. That distinction is HUGE. If the 80th event is officially reached, the process would move toward: Database lock → blinded review → statistical analysis → unblinding → topline results And that could become one of the most important catalysts in the

is essentially a data-driven biotech event trade. The question is no longer: “Is GPS interesting?” It's: “What will the REGAL data actually show?” 📷 ⚠️👀story. 📷 Bull case: REGAL succeeds → GPS shows meaningful survival benefit → potential BLA submission →$SLSgets a major valuation reset. 📷 Bear case: Final data disappoint → clinical thesis weakens → the stock could reprice sharply. So right now,$SLS

[Dexter @Asirais]

$SLS 👀🚨

This biotech could be sitting on a BIG catalyst.

🎯 GPS cancer vaccine
🧪 Phase 3 REGAL trial
🧬 AML target
🔥 SLS009 pipeline
💰 Institutional interest
And here's the key:
Biotech stocks don't need 10 catalysts.
Sometimes they only need ONE.
If REGAL delivers…

$SLS could get a completely different valuation conversation. 🚀

But don't forget:

⚠️ Clinical risk
⚠️ Dilution risk
⚠️ Regulatory risk
⚠️ Extreme volatility

High risk.

High uncertainty.

But potentially high reward if the science works.

So the question is:
Is $SLS one clinical catalyst away from waking up? 👀🧬🔥
$SLS #SLS #Biotech #Cancer #Stocks #Trading

[Dexter @Asirais]

$ONDS — THE NUMBERS ARE STARTING TO TELL A DIFFERENT STORY. 📊🚁

Ondas reported $83.8M in Q2 revenue, while management raised its FY2026 outlook.

Meanwhile:

💰 $757M pro forma backlog
📈 Strong bookings across defense & security
🇮🇱 Next-gen Israeli tactical drone program
🛡️ Aran Defense acquisition
🤖 Cyberhawk expanding autonomous inspection capabilities
This is no longer just a “drone stock.”
It's becoming a broader bet on:
Autonomous systems + defense + counter-UAS + robotics + AI.
The opportunity is huge.

So are the risks.

Execution, margins, acquisitions, dilution and valuation will determine whether the growth story actually translates into shareholder value.

For now, $ONDS is one of the most interesting names in the rapidly expanding autonomous-defense space.

Watch the backlog conversion. That's where the real story will be. 👀

$ONDS #Defense #Drones #AI #Robotics #Investing

[Dexter @Asirais]

$BYND — THE TURNAROUND BET JUST GOT INTERESTING. 🌱🔥🚨

Beyond Meat isn't just fighting for the burger aisle anymore.

It's trying to rebuild the entire plant-protein story. 👀

🍔 Milk Bar collaboration launched Aug. 26

🥤 Beyond Immerse now available at Erewhon

🥩 Beyond Steak Filet expanding across major retailers

📊 Q2 revenue: $68.8M

🔄 1-for-30 reverse split now effective

And here's the BIG question:

Can Beyond Meat turn new products + new distribution into a REAL turnaround?

The roadmap:

New products 🌱
→ More shelves 🛒
→ More consumers 👥
→ Higher volume 📈
→ Better margins 💰
→ Potential turnaround 🚀
But the risks are VERY real:
⚠️ Revenue still declining
⚠️ Operating losses
⚠️ Cash/balance-sheet pressure
⚠️ Weak plant-based category demand

⚠️ Nasdaq compliance risk

⚠️ Extreme volatility

Still…

The company is clearly trying to reinvent itself.

The next few quarters could determine whether $BYND becomes a comeback story…

or another failed consumer turnaround.

Can Beyond Meat make plant-based protein relevant again? 👀🌱

$BYND #BeyondMeat #PlantBased #FoodTech #Stocks #Investing

[Dexter @Asirais]

I’ve set up a WhatsApp group. It is dedicated to

$BYND

stock enthusiasts. We share the latest stock market updates and news in the group. Plus, I handpick and post high-quality stock recommendations every day. https://t.co/2gimg2uW8j

[Dexter @Asirais]

$BYND is trying to turn the page. 🌱🔥

Beyond Meat is pushing beyond burgers — partnering with Milk Bar on limited-time savory creations while expanding Beyond Immerse into Erewhon stores.

Q2 revenue came in at $68.8M, down 8.2% YoY, so the turnaround still has a long way to go.

But with new products, new distribution and the 1-for-30 reverse split behind it, BYND is entering a critical stretch.

Can the brand make plant-based protein cool again? 👀

[Dexter @Asirais]

$RXRX — AI IS TRYING TO REWRITE DRUG DISCOVERY. 🧬🤖🚨

Most biotech companies spend years searching for the next breakthrough drug.

Recursion is betting that AI + massive biological datasets + automation can dramatically change the process.

And the pipeline is starting to move. 👀

🧠 Genentech just advanced its first neuroscience target into early discovery

🧬 REC-4881 advancing in Phase 2

🔥 REC-7735 moving toward Phase 1/2

🤝 Roche/Genentech + Sanofi partnerships continue validating the platform

📊 Q2 revenue: $7.7M

⚡ Short interest: ~35.6%

The BIG thesis:

AI 🤖
→ Decode biology 🧬
→ Identify targets 🎯
→ Design candidates 💊
→ Clinical trials 🧪
→ Successful drugs
→ Potential massive value creation 💰
But the risks are REAL:
⚠️ Clinical trial failures
⚠️ Cash burn
⚠️ Weak near-term revenue
⚠️ Regulatory risk
⚠️ AI drug-discovery competition
⚠️ Extremely high volatility
Still…
If Recursion can prove that its AI platform can repeatedly generate clinically successful medicines, the upside could be MUCH bigger than today's revenue numbers suggest.
And with short interest this high, every meaningful clinical or partnership catalyst could get attention FAST. 👀🔥
The question isn't whether AI can discover drugs.

The question is whether $RXRX can prove it can discover BETTER drugs. 🚀🧬

[Dexter @Asirais]

I’ve set up a WhatsApp group. It is dedicated to

$ASST
stock enthusiasts. We share the latest stock market updates and news in the group. Plus, I handpick and post high-quality stock recommendations every day. https://t.co/2gimg2uW8j

[Dexter @Asirais]

$ASST JUST KEEPS STACKING BTC. ₿🔥

Strive just bought 1,110 Bitcoin for ~$81.5M, pushing its total treasury to 21,356 BTC. The average purchase price was about $73,409 per BTC.

That’s the headline — but the bigger story is the strategy:

₿ 21,356 BTC in treasury
💰 ~$81.5M latest BTC purchase
📈 Continued aggressive accumulation
💵 Cash recently around $171.9M
🔥 Bitcoin-focused capital strategy
Strive is clearly betting that Bitcoin per share can keep growing through its capital-market strategy.
And $ASST has been moving with it — shares recently jumped as the latest BTC purchase hit the market.
👀 The bull thesis is simple:
More BTC → higher Bitcoin exposure → stronger BTC leverage → potentially bigger upside if Bitcoin runs.

But there’s a catch ⚠️

Share issuance can dilute shareholders, so the key metric isn't simply “How much BTC does Strive own?”

It’s:

How fast is BTC per share growing?

That’s the number $ASST bulls need to watch.

🔥 Bitcoin treasury stocks are becoming a new battlefield — and Strive is playing aggressively.

$ASST $BTC $MSTR

[Dexter @Asirais]

I’ve set up a WhatsApp group. It is dedicated to

$SLS

stock enthusiasts. We share the latest stock market updates and news in the group. Plus, I handpick and post high-quality stock recommendations every day. https://t.co/2gimg2uW8j

[Dexter @Asirais]

$SLS — THE BIG AML CATALYST IS GETTING VERY CLOSE. 🧬🔥

SELLAS Life Sciences is approaching a major potential inflection point with GPS (galinpepimut-S), its WT1-targeting cancer immunotherapy being tested in Phase 3 REGAL for AML.

Here’s what matters:

🎯 REGAL final analysis: triggered after the 80th event
🧬 GPS targets WT1, a cancer antigen expressed across multiple tumor types
💰 SELLAS ended Q2 with about $138.3M in cash & equivalents
🚀 SLS009 Phase 2: 28/80 patients enrolled, with topline data expected in Q4 2026
🧪 SLS009 is also being explored for potential expansion into pancreatic cancer.
And here's the part traders are watching closely 👀
A recent report claimed the REGAL trial may have already reached the 80th event, but SELLAS has NOT officially confirmed this. The company's latest confirmed disclosure remains that the trial was approaching the 80-event threshold.
That distinction is HUGE.
If the 80th event is officially reached, the process would move toward:

Database lock → blinded review → statistical analysis → unblinding → topline results

And that could become one of the most important catalysts in the $SLS story.

🔥 Bull case:

REGAL succeeds → GPS shows meaningful survival benefit → potential BLA submission → $SLS gets a major valuation reset.

⚠️ Bear case:

Final data disappoint → clinical thesis weakens → the stock could reprice sharply.

So right now, $SLS is essentially a data-driven biotech event trade.

The question is no longer:

“Is GPS interesting?”

It's:

“What will the REGAL data actually show?” 👀

[Dexter @Asirais]

I’ve set up a WhatsApp group. It is dedicated to

$IBRX

stock enthusiasts. We share the latest stock market updates and news in the group. Plus, I handpick and post high-quality stock recommendations every day. https://t.co/2gimg2uW8j

[Dexter @Asirais]

$IBRX — ANKTIVA IS STARTING TO LOOK LIKE A REAL COMMERCIAL STORY. 🧬🔥

ImmunityBio’s latest numbers are getting harder to ignore:

💰 Q2 2026 net product revenue: $50.7M
📈 +92% YoY
🚀 1H 2026 revenue: $94.8M, +121% YoY
🔥 8th consecutive quarter of sequential revenue growth
🌍 ANKTIVA now has regulatory reach across 34 countries
💵 Cash + marketable securities: $357.4M as of June 30.
And the pipeline keeps expanding. 👀
🇺🇸 FDA has accepted an sBLA for ANKTIVA + BCG in BCG-unresponsive NMIBC with papillary disease, with a January 6, 2027 PDUFA date.
🇦🇪 The UAE recently granted ANKTIVA its broadest authorization yet, covering both bladder cancer and metastatic NSCLC — expanding the company’s global footprint to 34 countries.
🧪 ImmunityBio is also advancing trials across bladder cancer, NSCLC and hematologic malignancies.
Then came another notable corporate move:

🌍 Dr. Jim Yong Kim, former World Bank president, was appointed Vice Chairman on Aug. 10.

The bigger thesis?

ANKTIVA adoption → more indications → more countries → more revenue.

But the risks are still real:

⚠️ Regulatory execution
⚠️ Ongoing R&D spending
⚠️ Commercial scaling costs
⚠️ Competition in oncology

Still, the story is changing.

$IBRX is no longer just a clinical-stage biotech bet — it’s becoming a commercialization story with a growing global footprint. 🚀

The question now:

👀 Can ANKTIVA turn rapid revenue growth into a durable oncology franchise?

[Dexter @Asirais]

🎯 The bull market is here! The charts don't lie—timing is everything.
I share real-time trading notes in the group every day.
Perfect for retail and individual investors.
Join for free 👇👇
https://t.co/2gimg2uW8j

$SOBR $KEEL $BBAI $OPEN

[Dexter @Asirais]

I’ve set up a WhatsApp group. It is dedicated to

$AMD
stock enthusiasts. We share the latest stock market updates and news in the group. Plus, I handpick and post high-quality stock recommendations every day. https://t.co/2gimg2uW8j

[Dexter @Asirais]

$AMD — THE NVIDIA CHALLENGER IS GETTING SERIOUS. 🔥🤖

AMD is becoming one of the biggest beneficiaries of the AI infrastructure boom — and the latest developments are making the bull case even stronger.

📈 AMD shares are up ~123% in 2026
🤖 MI350/MI400 family is targeting high-end AI training & inference
🚀 MI450 GPUs are already being sampled to customers
🏗️ Helios is designed as a full AI rack-scale platform
🤝 AMD has a major OpenAI partnership targeting 6GW of Instinct GPUs, with initial MI450 deployments beginning in 2H 2026.
And here's the BIG shift:
AMD isn't just selling chips anymore.
It's building an entire AI stack:
EPYC CPUs → Instinct GPUs → Pensando networking → ROCm software → Helios rack systems

That puts AMD in direct competition with NVIDIA across more layers of the AI infrastructure market.

Even better, analysts are increasingly bullish on AMD's data-center opportunity as AI inference and agentic workloads drive demand for server CPUs and accelerators. One recent analyst upgrade put a $641 price target on AMD.

But the risks are real. ⚠️

🔥 NVIDIA still dominates AI accelerators
🔥 ROCm needs to keep closing the software gap
🔥 Valuation is already pricing in huge growth
🔥 AI customers are increasingly developing custom chips

Still, the setup is clear:

More AI → More compute → More accelerators → More opportunities for AMD.

👀 The real question isn't whether AMD can compete with NVIDIA.

It's:
How much of the AI accelerator market can AMD actually take?