pubageebee

37 posts

pubageebee

pubageebee

@pubageebee

Katılım Kasım 2025
96 Takip Edilen6 Takipçiler
pubageebee
pubageebee@pubageebee·
The SEC approved the PDT rule elimination today (April 14, 2026), replacing it with intraday margin standards. However, it doesn't take effect immediately. FINRA must first publish a Regulatory Notice setting the effective date (45 days after publication).
pubageebee@pubageebee

🐂 $BULL could be the biggest winner with the PDT rule change. Webull is built for active retail traders, its CEO is literally lobbying for the change, and revenue is already up 47% YoY. Unlock millions of sub-$25K day traders = more users, more trades, more margin revenue.

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pubageebee
pubageebee@pubageebee·
🐂 $BULL could be the biggest winner with the PDT rule change. Webull is built for active retail traders, its CEO is literally lobbying for the change, and revenue is already up 47% YoY. Unlock millions of sub-$25K day traders = more users, more trades, more margin revenue.
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pubageebee
pubageebee@pubageebee·
$GLOO Q4 rev +418% YoY 🔥 FY25 rev +308% YoY 🔥 Platform rev +219% YoY (Q4) 🔥 Platform rev +150% YoY (FY25) 🔥 FY26 rev guide +100%+ YoY 🔥 Q1’26 rev ~3× YoY 🔥 Adj. EBITDA improving >30% QoQ
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pubageebee
pubageebee@pubageebee·
$MAMA Fourth Quarter Revenue Grows 61% to $54.0 Million; Net Income Increases 38% to $2.2 Million with Adjusted EBITDA of $5.5 Million; Cash Position Nearly Triples in Fiscal 2026 to $20.0 Million
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pubageebee
pubageebee@pubageebee·
Bull case for $ROLR: reclaim & hold above VWAP, print higher lows on 1–5m, and see volume expand on pushes. If momentum builds and highs break, $12 goes and extension follows.
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pubageebee
pubageebee@pubageebee·
$DEVS XCF Global, Southern Energy Renewables and DevvStream Sign Definitive Business Combination. On paper, using the $3B target, you're looking at ~60x (5,900% growth). Likelynear-term uplift for DEVS holders (who become ~10% owners in the larger SAFX platform): 3x–10x range
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pubageebee
pubageebee@pubageebee·
$LNKS update: After its March offering, the company raised ~$16M gross — likely ~$13M–$15M net after fees. All warrants are now exercised (cashless), meaning no new cash added, but dilution is done and overhang is gone.
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The Analyst
The Analyst@TheAnalystDE·
$CRWV CoreWeave hat eine mehrjährige Vereinbarung mit Anthropic geschlossen, um ab Ende dieses Jahres Rechenleistung für die Entwicklung und den Einsatz der Claude-Modellfamilie bereitzustellen. Die Kooperation erweitert Anthropics Infrastrukturpartner-Ökosystem und ermöglicht produktionsreife Workloads auf CoreWeaves Cloud-Plattform mit Option auf spätere Erweiterung.
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pubageebee
pubageebee@pubageebee·
$CCCC C4 Therapeutics inks a big one: Roche signs on for exclusive rights to develop DAC cancer therapies targeting two programs (+an option for a third). CCCC gets $20M upfront, >$1B in milestones, & tiered royalties, while Roche covers all development & commercialization costs
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Wall St Engine
Wall St Engine@wallstengine·
$APLD Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $126.6M (Est. $75.51M) 🟢; +139% YoY 🔹 Adj. EPS: $0.09 (Est. ($0.14)) 🟢 🔹 Adjusted EBITDA: $44.1M 🔹 HPC Hosting Revenue: $71.0M 🔹 Data Center Hosting Revenue: $37.5M; +7% YoY Other Metrics: 🔹 Adjusted Net Income: $33.2M 🔹 HPC Base Rent Revenue: $44.1M 🔹 HPC Tenant Fit-Out Services Revenue: $18.9M 🔹 HPC Power Pass Through and Other Ancillary Revenue: $8.1M 🔹 Data Center Hosting Segment Operating Profit: $13.9M 🔹 Cloud Business Combination: Applied Digital expects to initially own ~97% of combined entity Financials: 🔹 Cash, Cash Equivalents, and Restricted Cash: $2.1B 🔹 Debt: $2.7B 🔹 Subsequent Event: Completed $2.15B private offering of 6.750% Senior Secured Notes due 2031 🔹 Subsequent Event: CoreWeave lease enhancements included a $50M letter of credit on ELN-02 Commentary: 🔸 “We now operate one of the only 100 MW direct-to-chip liquid-cooled data centers online today, and more importantly, it is fully operational.” 🔸 “We remain confident in our ability to exceed our long-term goal of $1 billion in NOI within five years.”
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TENET RESEARCH
TENET RESEARCH@tenet_research·
$WMT - WALMART CFO: ONLINE MARKETPLACE GROWING AT 20% RATE
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pubageebee
pubageebee@pubageebee·
$AVGO is the silent engine behind every LLM you use. By powering the infrastructure for Google, Meta, and Anthropic, Broadcom has created a "GPU-to-TPU" moat that makes them indispensable. This isn't just a daily trade; it’s a fundamental rerating in progress.
Bloomberg@business

Broadcom confirmed plans to deliver chips to AI startup Anthropic using Google’s tensor processing units, or TPUs, offering an alternative to technology developed by Nvidia bloomberg.com/news/articles/…

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pubageebee
pubageebee@pubageebee·
Massive cash infusion and de-risking for $CYCN: Korsana brings a $380 million oversubscribed PIPE (led by top-tier investors like Fairmount, Venrock, RA Capital, General Atlantic, etc.). This gives the combined company a cash runway into 2029, covering multiple clinical readouts
pubageebee@pubageebee

$CYCN Cyclerion Therapeutics and Korsana Biosciences Announce Merger Agreement. Pre-market and open should see a sharp gap up. Exactly the kind of transformative, well-funded deal that turns a struggling ~$7 million market-cap name into a credible, cash-rich Alzheimer’s player.

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pubageebee
pubageebee@pubageebee·
$CYCN Cyclerion Therapeutics and Korsana Biosciences Announce Merger Agreement. Pre-market and open should see a sharp gap up. Exactly the kind of transformative, well-funded deal that turns a struggling ~$7 million market-cap name into a credible, cash-rich Alzheimer’s player.
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pubageebee
pubageebee@pubageebee·
$BURU NUBURU Wins Counter-Drone Directed-Energy Order from Tier-One Government Defense Electronics Organization, Entering Asia-Pacific Defense Market and $20B Global Opportunity
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pubageebee
pubageebee@pubageebee·
$VCX is now available to trade on Webull
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pubageebee
pubageebee@pubageebee·
$RCAT U.S.-made tactical drones (Black Widow, ARACHNID, FPV) align directly with modern Iran conflict dynamics—low-cost, swarming, precision strikes replacing expensive platforms. As the U.S. mirrors Iran’s drone playbook, scalable sUAS like RCAT’s fit the fight.
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pubageebee
pubageebee@pubageebee·
$VNRX Volition reports a major liquid biopsy advance: Capture-Seq™ (CTCF ChIP-seq) isolates CTCF-bound cfDNA, removing >99.7% background and delivering ~180x enrichment—yielding >99% pure tumor DNA. In small cohorts: 100% sensitivity/specificity, zero false positives...
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