Patrick

[Casey | Trade Tracs @CaseyVSilver]

$CELC is a name every biotech trader needs on their radar right now 👀

July 17 FDA decision date for gedatolisib is the catalyst — binary event approaching fast. Meanwhile, management is already expanding the VIKTORIA-2 trial, signaling confidence in the program ahead of the ruling.

Approval = potential re-rating. Rejection = gap down risk. Classic binary setup. No live data in hand, but this is the kind of name that moves 50%+ on readthrough.

Adding to watchlist ahead of July 17. Size accordingly — this isn't a set-and-forget hold into the decision ⚠️

#Biotech #FDAcatalyst #CELC

[Jim Osman @EdgeCGroup]

Stifel raise target on Inhibrx $INBX 👀

[Prof @TheProfInvestor]

I am calling it:

$IREN to $100

Its gonna happen.
This squeeze shall continue.

[stockassassin @stockassassin74]

My 3 generals thru rest of year $celc $rvmd $insm - incredible companies and science

[kkern @kkernttb]

$LQDA
love this one... breaking out

[Patrick @pdiddy014]

@LibertyCappy Ouuchhh

[Andre-ACGT @Andre_AGTC]

$BBIO looks safe to add afterthis development
Didn't trade the stock since mid 20

[quantumup @Quantumup1]

TD Cowen reiterated a Buy rating on $RVMD, and said: $ERAS's much awaited Ph 1 data demonstrate clear activity but do not inspire much conviction for a best in class therapy.
$IMRX TGNX ANL VSTM BBOT
TD Cowen added—Headline ORRs may be numerically above darax but the mixed Chinese/U.S. datasets (PDAC ORR in China=41%; US=14%), patient exclusions, and safety reporting (pneumonitis) leaves many questions.

We continue to view RVMD as the clear leader and remain at Buy.

Revolution's nearest competitor in the pan-RAS space Erasca disclosed that Revolution has alleged its lead asset ERAS-015 infringes upon Revolution's IP.
Alongside this disclosure the company accelerated plans for the release of initial data from ERAS-015's dual Chinese and U.S. Phase I trials from the previously guided mid-May to this evening.

While the initial data disclosure shows that ERAS-015 is clearly active in RAS+ solid tumors, we see little convincing data that ERAS-015 is positively differentiated vs. daraxonrasib and several datapoints (U.S. ORRs, pneumonitis, etc.) that suggest it may even prove inferior either as a monotherapy or as a combination agent.

Consequently, we continue to believe Revolution is poised to dominate the care of pancreatic cancer (and possibly RAS+ tumors more broadly) for the foreseeable future.

[Jon henson @Bezel4455]

$RSI +14% AH 🚀
🔹 Rush Street Interactive ripping after earnings as Q1 numbers came in strong across the board 📈
🔹 Record quarterly revenue of $370.4M, up 41% YoY 💰
🔹 Record net income of $26.2M, up 134% YoY 🔥
🔹 Record Adjusted EBITDA of $60.2M, up 81% YoY ⚡
🔹 MAUs hit approx. 839K, up 51%, with North American online casino MAUs jumping 62% 🎰
🔹 Company raising full-year 2026 revenue + Adjusted EBITDA guidance — that’s the kind of execution Wall Street loves 👀
Not financial advice. For informational purposes only.

[InvestmentGuru @InvestmentGuru_]

Space sector playbook -

Launch
$RKLB — End-to-end space platform combining launch, satellites, and spacecraft components.
SpaceX (Private, IPO watch ~mid-2026) — Gravitational center of the space economy controlling 84% of U.S. launches, Starlink broadband, and Starship.

Satellites & Earth Observation
$PL — Daily global Earth imaging sold to AI, defense, climate, and agriculture clients.
$BKSY — Real-time satellite intelligence for governments and enterprises needing instant eyes on the ground.
$SATL — High-resolution imaging at commercial scale for government and enterprise clients.
$SPIR — Space-based data analytics for weather, maritime, and aviation tracking.
$MAXR — Satellite imagery and geospatial intelligence primarily serving U.S. defense and intelligence agencies.

Connectivity
$ASTS — Building the first space-based cellular broadband network connecting directly to standard phones.
$IRDM — Battle-tested global satellite network delivering stable, recurring revenue across L-band services.
$GSAT — Satellite connectivity benefiting from a strategic Apple partnership as its key commercial catalyst.
$SATS — Broadband and satellite services spanning consumer and enterprise via EchoStar’s network.
$VSAT — Global satellite broadband provider serving enterprise, government, and aviation verticals.

Space Infrastructure & Manufacturing
$RDW — Building manufacturing and research infrastructure directly in orbit.
$LUNR — NASA’s primary commercial partner for lunar missions and cislunar infrastructure.
$MNTS — Orbital transfer vehicles moving satellites to precise orbits post-launch via SpaceX rideshare.

Defense & Primes
$LMT — Defense prime with deep space, missile, and classified government program exposure.
$NOC — Space systems backbone for NASA and military programs including the B-21 and satellite payloads.
$LHX — Advanced space and defense communications systems for government and military operators.
$LDOS — $2B+ in NASA and Space Force IT contracts managing 50+ active space missions.
$BA — Defense and space prime with NASA launch contracts and satellite systems despite operational headwinds.

Deep Space / Tourism
$SPCE — Commercial space tourism pioneer targeting the ultra-high-end travel market.

Data / Wildcard
$SIDU — Small-cap high-risk satellite and mission services play for speculative exposure.

Other play
$FLY — Private aviation play with potential long-term overlap into advanced air mobility.
$VELO — DoD FORGE contract and SpaceX customer relationship as the core thesis.
$ONDS — Drone and defense infrastructure play expanding into space via World View acquisition.

ETF Option
$UFO and $NASA

Book mark for future, retweet for others 🙏

[Shay Boloor @StockSavvyShay]

HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $AAOI +332%
2. $SNDK +259%
3. $AEHR +249%
4. $LITE +143%
5. $WDC +99%
6. $BE +92%
7. $VG +90%
8. $PL +76%
9. $NBIS +73%
10. $INTC +69%
11. $COHR +67%
12. $DOCN +57%
13. $AMAT +55%
14. $LRCX +54%
15. $MU +47%

[Mike Investing @MrMikeInvesting]

You can make generational wealth in 2026 with space sector names alone as we head into the $2T SpaceX IPO…

Last year some of my most notable callouts were:

$ASTS at $35
$RKLB at $37
$NBIS at $44
$AMD at $75

These are the next 4 stocks to squeeze and their targets:

$FLY will be $65+
$SPIR will be $35+
$PL will be $70+
$LUNR will be $40+

& alongside with one more setup that can 10x that I will be sharing here on X soon.

Don’t miss your opportunity…

[InvestmentGuru @InvestmentGuru_]

PHOTONICS — THE MOMENTUM TRADE SMART MONEY IS ROTATING INTO
Institutional capital is quietly flowing into optical networking.

This isn’t hype — it’s AI infrastructure.

Why photonics is leading right now
→ AI data centers are hitting a copper bandwidth wall
→ Optical interconnects = faster, scalable, lower power (light > electrons)
→ Next-gen systems are being built around this shift
→ 800G+ demand is accelerating faster than supply can match

The supply-demand imbalance
→ Capacity is tight across key components
→ Long lead times = sustained demand visibility
→ Pricing power shifts to suppliers
→ This is how multi-month sector runs start

The names to watch
→ $LITE — core laser tech, supply constrained, strong demand tailwind
→ $COHR — scale player, diversified + aligned with AI ecosystem
→ $FN — manufacturing backbone, major beneficiary of volume ramp
→ $CIEN — network infrastructure layer, hyperscaler exposure
→ $MRVL — silicon photonics + custom AI data center chips
→ $AEHR — testing demand ramp tied to new photonics cycle
$POET , $LWLG , $SIVEF , $AAOI , $AXTI

What confirms the trend
→ Breakouts across multiple names — not just one
→ Moves happening without headlines = institutional accumulation
→ Strong relative performance vs $SPY

Don’t overcomplicate it
→ This is a sector move, not a single-stock story
→ You don’t need perfect entries — you need the right theme
→ Momentum phases last longer than most expect

The play
→ Focus on strength within the sector
→ Let momentum + capital flows work
→ Stay until relative strength breaks — then rotate

Photonics is the plumbing of AI.
And this cycle is just getting started.

Not financial advice. DYOR.

[Patrick @pdiddy014]

@Dorman06 $HUT also breaking out 👀

[InvestmentGuru @InvestmentGuru_]

Space is emerging as one of the strongest sectors right now

$RKLB $ASTS $SATL $SIDU
$RDW $PL $FLY $LUNR $SPCE

Momentum + narrative + low floats = explosive setups.

Keep this sector on watch.

[InvestmentGuru @InvestmentGuru_]

Photonics — still one of the strongest sectors to keep on watch 👀

$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX

Strong demand + AI/data center tailwinds = continued upside potential.

Don’t ignore this space.

[Patrick @pdiddy014]

Getting ahead of the trade $SNAP $CBLL $STIM $CLPT $IART

Neuralink IPO would ignite this space.

A brain-computer interface (BCI) is a device that translates brain activity into commands that control external devices, like computers, prosthetics, or drones.

[Shay Boloor @StockSavvyShay]

$NVDA CEO Jensen Huang flat-out said the AI bubble narrative is wrong:

• CPU-to-GPU accelerated computing is hitting a tipping point as legacy workloads move to CUDA
• GenAI is reshaping hyperscaler business models with real revenue uplift
• Agentic & physical AI is emerging across coding, medicine, autonomy & robotics
• All three shifts are happening at once for the first time since early Moore’s Law
• Nvidia’s architecture powers every phase of AI across cloud, enterprise, edge & robots

Like I said this is the start of a decades-long infrastructure buildout.

[Shay Boloor @StockSavvyShay]

Michael Burry somewhere right now.

$NVDA

[Heisenberg @Mr_Derivatives]

I’m just gonna say it.

There’s like a certain aura about Lisa Su that makes me feel $AMD is the next one to go mini NVDA/AVGO and hit ATH’s by eoy if not early next year…