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Today
Rhapsido and Itvisma receive EU approvalNovartis announced that Rhapsido and Itvisma received European Commission approvals for marketing.Product4h · @wallstengine ↗
IREN discloses $7.6B cash and equivalentsIREN disclosed that it held approximately $7.6 billion of cash and equivalents as of June 30, indicating strong liquidity.Capital7h · @jiahanjimliu ↗
AMD expects tens of billions in AI revenue starting 2027AMD guided for tens of billions of dollars in AI data center revenue starting in 2027, driven largely by Helios deployments.Guidance7h · @tradexwhisperer ↗
Long DRAM positionExpresses bullish view on memory for AI, criticizing cyclical narrative, and states long DRAM.News9h · @athuinvests ↗
Novo Nordisk to launch cheaper Ozempic copy Extensior in South AfricaNovo Nordisk partnered with Acino to commercialize Extensior, a lower cost version of Ozempic, launching July 27 in South Africa with pricing to be announced next week.Product9h · @investseekers ↗
SPCX IPO mentionedThe post references 'life before SPCX ipo', implying the company has recently completed its initial public offering.Capital9h · @steve2bacon ↗
NVDA takes 9.3% passive stake in NBISA new SEC filing revealed NVIDIA holds a 9.3% passive stake in Nebius Group (NBIS).Capital12h · @tslagroupie ↗
NVDA reports 9.3% stake in NBIS via 13GNvidia disclosed a 9.3% stake in NBIS through a 13G filing, including shares from prior holdings and warrants acquired in March 2026.News12h · @wisemancap ↗
Yesterday
Management guides 16% FCF margin in 2028Management is guiding for a 16% FCF margin in 2028.Guidance14h · @wealthmatica ↗
$CIFR - new buy, up 20%On 17th, shared new buy; low on cash but this one was good; +20% today.News14h · @thebigberbowski ↗
$TZA — trimmed most, down to 1/8 size day tradeTrader trimmed most of TZA position due to early entry, now holding 1/8 size day trade.News15h · @heidingout ↗
Deep dive: Nvidia Infra Controller and DSX OS progress for IRENTracking DSX OS software progress and Nvidia Infra Controller features including security, system bring-up, networking, and hardware health monitoring, relevant to IREN.News15h · @jiahanjimliu ↗
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