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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly earnings report is the dominant focus, with traders debating whether guidance, subscriber engagement and ad growth can offset concerns about slowing growth and the content slate. Sentiment leans bearish amid the stocks decline and traders claims of repeated post-earnings selloffs, though some see low expectations as room for a rebound.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

A sharp rebound and heavy buying have fueled attention as traders anticipate the 80th-event trigger and final-analysis results for SELLASs Phase 3 REGAL trial of GPS. Some also read the CEOs anniversary remarks and planned ASH presence as possible buyout signals, but others stress there is no confirmed deal or trial result and that the price move may be trading activity.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs quarterly earnings and forward guidance are the dominant focus, particularly whether AI and data-center revenue can justify heavy capital spending. Traders are split between expecting a profitable report and rally and worrying about debt, spending, valuation, and an upcoming share unlock.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets reported Willow quantum-computing advanceusing magic state cultivation to cut errors roughly 40-foldhas sparked interest, though traders question whether it will matter to the stock near term as the share price remains weak. Conversation also centers on the upcoming earnings report and whether the recent pullback is a buying opportunity or reflects broader tech and AI-spending concerns.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPTs rise is being linked by traders both to strength across biotech and to the reported Silence Therapeutics acquisition, which some see as a sign of pharma interest in siRNA therapies relevant to Sareptas pipeline. Others view the move as a sector-driven bounce or short covering, and say upcoming DM1 and FSHD datanot a confirmed Sarepta-specific announcementwill be key.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas potential Monee fintech listing and launch of its Sea Cloud AI venture are fueling debate as shares sell off: some traders see a possible Monee separation and cloud investment as sources of uncertainty, while others argue the moves could unlock value and expand growth. The decline has intensified bearish technical commentary and speculation about insider selling, alongside bullish claims that the reaction is an overreaction.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings are the main focus, with traders watching Google Cloud and Gemini for signs of growth. The discussion is divided between optimism about AI and cloud momentum and concern that heavy AI spending, alongside recent share-price weakness, could weigh on returns.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is drawing attention as traders position around the detailed Phase 3 results for its personalized melanoma cancer vaccine with Merck at ESMO, following a positive topline readout. Bulls see the data as validation of its oncology platform, while skeptics warn that the sharp rally may have priced in strong results and could reverse on a sell-the-news reaction.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM shares are falling despite a third-quarter earnings and revenue beat and a new buyback authorization, as investors focus on a narrowed full-year profit outlook with its midpoint unchanged rather than an upgrade. Traders are split between viewing the selloff as overdone given stronger cash-flow guidance and capital returns, and seeing the outlook and softer vehicle sales as reasons for caution.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs steep selloff is drawing attention amid broader funding and return concerns for AI-focused neoclouds, with traders also questioning the companys execution, dilution and delayed Horizon capacity. Co-CEO Daniel Roberts comments that data-center construction has been cash-funded and customer prepayments help finance GPUs are cited by bulls, but have not eased the bearish debate or frustration that IREN is lagging peers.

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Cathie Wood Loads Up On These Biotech Stocks After Strong Rallies – Unloads $18M Worth Of TWST Shares

Equity

Across the ARK Genomic Revolution ETF and the ARK Innovation ETF, Wood bought $6.1 million in Recursion Pharmaceuticals, $1.2 million in Intellia Therapeutics, and $5.3 million in Veracyte.


Jordi Visser’s 20-Year Bombshell Prediction Includes ‘Religion, Gold, And Now Bitcoin’

Cryptocurrency

Visser said that crypto's real customer hasn't arrived yet, adding that "Crypto is not made for humans," naming AI agents as the real demand.


‘Pure Chartists Think It’s Over, I Don’t’ – Influential Macro Strategist Pushes Back On Bear Market Narrative

The Treasury General Account balance has declined, indicating that the government is bringing capital back into the markets, despite the tiny decline.


Bearish Sentiment

<ul class="summary-bullets"><li>Wood trimmed major recent winners, selling about $18 million of TWST along with smaller positions in TXG and CDNA.</li><li>RXRX has a 12-month consensus price target of $7.22, according to Koyfin, implying an upside potential of more than 51% from current levels.</li><li>Intellia is awaiting FDA review of its lead therapy for hereditary angioedema, with PDUFA date on March 10, 2027.</li></ul>Cathie Wood’s ARK Invest reshuffled its biotech holdings, buying several stocks that posted strong gains on Monday while trimming some of the sector’s biggest recent winners.Across&nbsp;<a href="https://stocktwits.com/symbol/ARKG">ARK Genomic Revolution ETF (ARKG)</a> and flagship&nbsp;<a href="https://stocktwits.com/symbol/ARKK">ARK Innovation ETF (ARKK)</a>, Wood bought about 1.48 million shares of Recursion Pharmaceuticals (RXRX), 96,308 shares of Intellia Therapeutics (NTLA), and 115,472 shares of Veracyte (VCYT), worth about $6.1 million, $1.2 million, and $5.3 million, respectively.Meanwhile, ARK sold 90,713 Twist Bioscience (TWST) shares worth $18 million, alongside smaller sales of 10x Genomics (TXG) and CareDx (CDNA).<h2 class="st-heading-2">What RXRX, NTLA And VCYT Have On Offer</h2><a href="https://stocktwits.com/symbol/RXRX">RXRX shares</a> surged more than 16% on Monday, and while there was no immediate trigger for the move, the AI drug-discovery company recently extended its data-licensing partnership with Tempus through 2029.The stock has a 12-month consensus price target of $7.22, according to Koyfin, implying an upside potential of more than 51% from current levels.<a href="https://stocktwits.com/symbol/NTLA">NTLA shares</a> closed 4% higher in the previous session, but the stock is currently down 2%. Intellia is awaiting U.S. Food and Drug Administration (FDA) review of its lead therapy for hereditary angioedema, with March 10, 2027, penciled in as the decision date.While NTLA shares have seen strong buying interest so far this year, surging more than 38%, Barclays believes the stock is likely to see a significant selloff. The firm initiated coverage with an ‘Underweight’ rating and an $8 price target, implying a 36% downside from current levels.Wood continued to build her <a href="https://stocktwits.com/symbol/VCYT">VCYT</a> position after adding roughly 159,000 shares earlier this month. Late last month, Veracyte said Phase 3 data showed its Decipher Prostate test could help identify which intermediate-risk prostate cancer patients may benefit from adding hormone therapy to radiation.According to Street estimates, the stock could climb at least 21% from current levels.&nbsp;&nbsp;<h2 class="st-heading-2">ARK Sells TWST, TXG, CDNA Despite Massive Moves</h2>ARK continued to unload <a class="mention" data-mention="$TWST" data-symbol-id="TWST" href="https://stocktwits.com/symbol/TWST" target="_blank">TWST shares</a> despite a sharp rally over the past month. TWST surged 8.7% on Monday and has added more than 60% to its value over the past month amid momentum around its synthetic-DNA platform and its agreement to support Eli Lilly’s TuneLab AI drug-discovery platform. Over the past few weeks, ARKG has unloaded TWST shares worth around $6 million.Meanwhile, TXG shares, which climbed 4.5% on Monday, have surged more than 48% in the past month, while <a href="https://stocktwits.com/symbol/CDNA">CDNA rose</a> 4% to its highest level in more than four years on Monday.<h2 class="st-heading-2">Retail’s Take On ARK’s Biotech Portfolio</h2>Retail sentiment on Stocktwits was bullish for TXG, NTLA, CDNA, and RXRX, bearish for VCYT, and neutral for TWST.<img src="https://news.stocktwits-cdn.com/ARK_YTD_8c95bdf841.png" alt="ARK YTD.png">Twist Bioscience and 10x Genomics have been the standout performers so far this year, up about 533% and 499%, respectively, while CareDx has gained roughly 265%, and NTLA, RXRX, and VCYT have posted double-digit advances.Also read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/redwire-ceo-sees-massive-space-infrastructure-growth-ahead-compares-orbital-data-center-boom-to-rise-of-satellite-tv/cZDtb7wRBkY">Redwire CEO Sees ‘Massive’ Space Infrastructure Growth Ahead – Compares Orbital Data Center Boom To Rise Of Satellite TV</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood, CEO & Chief Investment Officer of ARK Invest, speaks onstage during Day 2 of 2023 Invest Fest at Georgia World Congress Center on August 27, 2023 in Atlanta, Georgia. (Photo by Paras Griffin/Getty Images)

Cathie Wood’s ARK Invest reshuffled its biotech holdings, buying several stocks that posted strong gains on Monday while trimming some of the sector’s biggest recent winners.

BlackRock Senior High Income Fund, Inc.

ARK Investment Management LLC - ARK Genomic Revolution ETF

Caredx Inc

Intellia Therapeutics Inc

Recursion Pharmaceuticals Inc

Twist Bioscience Corp

10x Genomics Inc - Ordinary Shares - Class A

Veracyte Inc

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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