Liquidfuru

Tracking Institutional Flows, Announcements & Fundamentals

[Liquidfuru @liquidfuru]

Dr Patrick Soon-Shiong: “You can increase your longevity by strengthening your immune system, by increasing your T cells.”

$IBRX is not just positioning itself as a treatment for cancer, but also as a potential way to target all-cause mortality through immune system enhancement.

For years, the NIH attempted to develop IL-15 as an injectable therapy, but it only stayed in your system for a few minutes and disappeared.

$IBRX has developed a way to extend IL-15 presence in the body for up to two weeks with a single injection, ultimately helping to boost T-cell activity.

[Liquidfuru @liquidfuru]

$IBRX +6.51% After Hours 🐂

[Liquidfuru @liquidfuru]

Don’t forget to buy the dip $IBRX

[Liquidfuru @liquidfuru]

Director Barry J. Simon sold another 75,000 shares of ImmunityBio $IBRX on Feb 24, 2026.

The shares were sold at an average price of $12 to $12.025.

Following the transaction Simon still owns 2,850,821 shares.

[Liquidfuru @liquidfuru]

Director Barry J. Simon just sold 175,000 shares of ImmunityBio $IBRX on Feb 20 & 23, 2026.

After the transactions, he still directly owns 2,925,821 shares.

Total value: ~$1.78M
Sale prices: $9.25 – $10.2491

[Liquidfuru @liquidfuru]

@amitisinvesting Netflix $NFLX announced they will invest $20 billion in films and series this year. Resuming its share repurchase programme

[Liquidfuru @liquidfuru]

NETFLIX +10% AFTER HOURS - DECLINES TO RAISE OFFER FOR WARNER BROS. $NFLX

• Will invest $20 billion in films and series this year
• Resuming its share repurchase programme
• Says the deal is no longer financially attractive
• Declining to match Paramount–Skydance bid

[Liquidfuru @liquidfuru]

@TrendSpider Dell forecasts fiscal 2027 revenue above estimates on rising AI server demand

• Dell expects annual AI server revenue to grow 103% to $50 billion
• Fourth-quarter revenue hit a record $33.4 billion
• Dell now has more than 4,000 AI server customers

$DELL

[Liquidfuru @liquidfuru]

CoreWeave: $5.1B revenue, $66.8B backlog, and $3.1B adjusted EBITDA signal rapid AI cloud growth.

Annual revenue reached $5.1B, with a $66.8B backlog and strong growth in AI infrastructure. Adjusted EBITDA rose to $3.1B, while net loss widened to $1.17B. Strategic acquisitions, major partnerships, and robust capital raises position the company for continued hypergrowth.

$CRWV

[Liquidfuru @liquidfuru]

RocketLab: Record revenue, backlog, and launch activity drive strong growth and improved outlook

Record annual revenue of $602M (up 38% YoY) and backlog of $1.85B (up 73% YoY), with strong Q1 2026 guidance of $185M–$200M revenue and continued expansion in launch and space systems. Adjusted EBITDA loss narrows, and cash position strengthens.

$RKLB

[Liquidfuru @liquidfuru]

CoreWeave beats fourth-quarter revenue estimates

The company reported a revenue of $1.57 billion for the fourth quarter, compared with analysts' average estimate of $1.55 billion, according to data compiled by LSEG.

$CRWV

[Liquidfuru @liquidfuru]

Duolingo: Achieved record user growth and bookings, launching a $400M share repurchase program

Surpassed 50 million daily active users and $1 billion in bookings in 2025, with a strategic shift in 2026 toward user growth and product expansion. Authorized a $400 million share repurchase program while highlighting risks related to competition and technology.

$DUOL

[Liquidfuru @liquidfuru]

Dell forecasts fiscal 2027 revenue above estimates on rising AI server demand

• Dell expects annual AI server revenue to grow 103% to $50 billion
• Fourth-quarter revenue hit a record $33.4 billion
• Dell now has more than 4,000 AI server customers

$DELL

[Liquidfuru @liquidfuru]

Intuit Backs FY26 Rev $20.997B-$21.186B $INTU

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Intuit 2Q Rev $4.7B $INTU

[Liquidfuru @liquidfuru]

Nvidia expects the gaming chip shortage to last until year-end.

Demand for memory chips has outstripped supply, causing a spike in prices and prompting manufacturers to prioritise components for higher-margin data centre chips.

"As much as we would love to have more supply, we do believe for a couple quarters it is going to be very tight," Kress said.

$NVDA

[Liquidfuru @liquidfuru]

CPUs are making a comeback.

The first phase of AI was all about training - and that meant GPUs. Training neural networks requires billions of matrix multiplications. GPUs dominate because they’re built for massive parallel compute.

But GPUs are expensive - often 3–10x the cost per chip.

Now here’s the shift 👇

Once models are trained, companies move to deployment:

• Running AI agents inside enterprises
• Automating workflows
• Embedding AI into software
• Handling inference at scale

You don’t always need a high-end GPU for that and CPUs increasingly seen as an equivalent if not better option for these models.

As AI moves from model training → real-world execution, CPUs are increasingly seen as cost-efficient, scalable infrastructure for large-scale deployment.

$AMD $INTC $NVDA

[Liquidfuru @liquidfuru]

New regulatory filing shows ImmunityBio $IBRX founder Dr Patrick Soon-Shiong still holds a 66.3% stake, or 745.6 million shares, as of 19 February.

Dr Patrick has diamond hands 💎

[Liquidfuru @liquidfuru]

#NewProfilePic $IBRX

@DrPatrick