$AbCellera Biologics(ABCL)$ $Moderna, Inc.(MRNA)$ $SELLAS Life Sciences Group Inc.(SLS)$ $Eli Lilly(LLY)$ $AbCellera Biologics(ABCL)$ AbCellera is now pivoting to build its own pipeline. If ABCL635 works, the market could start valuing the pipeline of 20+ programs as repeatable, and that is where a multi billion dollar valuation could come from. Category expansion is the theme here. Hot flashes affect up to 80% of women, yet most go untreated. If a monthly shot with 80%+ efficacy makes treatment feel easy and low risk, far more women could be treated than
$SELLAS Life Sciences Group Inc.(SLS)$ Judging SLS by recent $Moderna, Inc.(MRNA)$ price action, this looks like a buy the dip opportunity. But I wouldn't go all in on the first shot, in case it drops to $9. Similar to what MRNA did from $240 to $200, then $200 to $180 before bouncing back to where it is now.
$Bloom Energy Corp(BE)$ Goldman Sachs data shows hedge fund short positioning near a 5-year high, with short sales outpacing long purchases by roughly 5 to 1 this month. If sentiment turns, short covering could fuel the next bullish cycle.
$Micron Technology(MU)$ At some point South Korea will wake up and realize they should stop selling and start buying stocks like this, along with their own Samsung and SKHY. When that happens, I don't know. I suppose when there's been enough pain.
$IREN Ltd(IREN)$ If they weren't in a good financial position, they wouldn't be making another partnership. They are expanding in Europe. And for those who don't know who Real Madrid is, go do your research. They are the biggest soccer team in Europe. And when I say the biggest, I don't only mean in terms of popularity and titles, but financially too. It's like an empire in the sports world and I'm not exaggerating.
$SpaceX(SPCX)$ $ProShares Ultra SpaceX(SPCF)$ The 12-hour chart looks strong. Price is holding above the 155 support level and the 50 MA. An upside reversal feels close. The next leg up could push into new all-time highs.