$Bloom Energy Corp(BE)$ In my view, things still look fine. Some companies posted lower profit than expected, but overall they're holding up well. The market is treating everyone else far too harshly. Highly leveraged shorts are playing with fire, and this kind of panic won't last forever. I'm buying the dips. This too shall pass.
$iShares Semiconductor ETF(SOXX)$ This is a bold call, and it's conditional. If the premarket high on SOXX holds, and the rise from last Thursday is completing an A wave in an ABC corrective move to the upside, then the bullish and neutral targets for mid-November are fully in play. The timing actually lines up with mid-November, so far everything aligns. Even if SOXX gets up to around $520-522 and then starts a 1-2 day retrace, we would likely see a move back up to $530+ by early next week before the descent begins.
$Moderna, Inc.(MRNA)$ $Pfizer(PFE)$ $SELLAS Life Sciences Group Inc.(SLS)$ $Johnson & Johnson(JNJ)$ Breaking news here. Hopefully some of you bought the dip last week. Big breakout expected next week, starting Monday. Mark this post. Major data came out Saturday, October 24. Honestly, I'm surprised investors aren't talking about it yet. This is a big deal. $AbCellera Biologics(ABCL)$ — new Phase 3 data for T-cell engagers. Amgen just released detailed results from its Phase 3 DeLLphi-305 trial at ESMO 2026, and the numbers are impressive. 58% reduc
$Moderna, Inc.(MRNA)$ $Pfizer(PFE)$ $SELLAS Life Sciences Group Inc.(SLS)$ $Eli Lilly(LLY)$ AbCellera has a major T-cell engager partnership with Jazz Pharmaceuticals targeting gastrointestinal cancers and other solid tumors. The deal includes $84M in committed upfront payments, up to $792M in potential additional payments per program, and up to $2.376 billion across three programs, plus potential royalties. Amgen's results provide powerful clinical validation for T-cell engagers in solid tumors, although they don't prove anything about AbCellera's specific candidates. Big Pharma is investing billions in
$IREN Ltd(IREN)$ Day traders, swing traders, and shorts keep messing up the momentum. Even after they exit, they keep coming back. Can you guys just go long for the upcoming run up?