Marc Lehman

@markflowchatter $DELL

And the winner of the business $SMCI will lose goes to...... $XXXX

@jweil130 Just pull up TRAITOR Yih-Shyan Liaw

@markflowchatter Where’s the news

Holy hell $SMCI Was out 2 hours ago :) People finally seeing this news This guy, smh

Flyonthewall on $SRRK

Very positive development for $SRRK - Genentech ceases drug development to spinal muscular atrophy - puts SRRK clearly in the lead Cantor on it now curesma.org/genentech-issu…

And don't forget the Q1 Rebalance tomorrow Some big sells to there from the biggies $AAPL Yet some big buys

If your playing the $SPY Keep in mind the $SPY is scheduled to go ex-dividend tomorrow, Friday, March 20, 2026 Estimated Amount ~$1.40 – $1.55 per share

@1991Wolfpack That would be smart. Zuck sold all his Metaverse homes and rolled it into a $175M house in Billionaire Bunker a few months ago next to TB, Bezos, Icahn, Kushner and crew

@markflowchatter Can they now change the name and symbol back to Facebook and $FB?

LOL - So what happens to all these people that bought houses in the Metaverse? "Meta announces they'll be shutting down the Metaverse, after pouring $80,000,000,000.00 into the project"

That biotech $TERN that folks were murmuring about days ago getting some bigly OTM call buying in the March $55 strike Think it was this nutty guy

The comments sure seemed negative on $AXTI This will most definitely become an issue for $AXTI - One major customer saying denied the existence of an InP bottleneck while another secured a 7-year supply agreement with AXTI's main competitor, Sumitomo

@RobEducated AGREE!

@markflowchatter wouldnt that be bad $mrvl with $avgo encroaching?

This would do it for $AVGO

Genovese who was the first bull on $AAOI and got this guy invovled in the low teens out w some good commentary. AOI's (AAOI, Buy) news was the inclusion of 300mw/400mn External Laser Small Form- Factor Pluggable (ELSFP) modules for CPO in its capacity ramp plan. The company says it will make 5,000 units per month of ELSFP exiting 2026, growing to 50,000 units per month by mid-2027 and 400,000 units per month exiting 2027. It is positive for AAOI that the company is gaining traction in the CPO laser market. We think AAOI's outlook for $378mn in transceiver revenues by mid-2027 may now be solidly over ~$400mn per month including ELSFP

And we know who, in the Optical Space this is bad for with steep competition coming right at them from $LITE

Good read on Biopharma M&A by RBC , little mention to Betaville, Bloomberg, FT , oand ofc the standout $RVMD Our biopharma team is out with an M&A discussion piece - given the importance of M&A to the sector, it is not surprising to us that trade publication commentary can drive significant volatility so we took the time to better understand how stocks identified as potential targets respond, and whether there is an opportunity for investors to make tactical trades. We identify that a sentiment or momentum based strategy to capture positive returns in biotech could be to buy stocks identified as takeout targets by the Financial Times, and hold until takeout, or for 30 or 90 days; a similar strategy would also yield positive alpha for Bloomberg reports, though less so for Betaville. For the acquirer side, returns are harder to come by in response to publications - though there may be potential for some index-adjusted outperformance from 30 day FT announcements or 60 day Betaville announcements. Additionally, we also take the time to identify companies we think could be active in BD - and we see MRK, ABBV, BMY, JAZZ, BIIB, VRTX, ACAD, REGN, as most likely to engage in deal making. On the target side, we see $ RVMD (given significant market opportunity and demonstrated pharma interest), XENE, BCRX, KYMR, PHVS, ASND, ARWR, WVE, DYN, OCUL, EYPT, VRDN, RYTM, as the most likely candidates as we look for deal activity to pick back up into 2H26.

$SBUX downgraded at RBC

Re $LITE call TAM pretty massive

$ROKU gapping up , getting some attention on this M&A piece mentioning $122 Roku could cost in the range of $18 billion or more