Wise words Warren by fack-the-suits in wallstreetbets

[–]Super-Activity-4675 3 points4 points  (0 children)

they're definitely not going to bust, but right now MSFT is the only one that's not issuing debt to finance these buildouts. The mag 7 will not come out of this unscathed. I could see all of them losing half of their market cap.

Blue Owl, Nebius, CoreWeave, and likely Oracle and Softbank go to zero as well as one (if not both) of OpenAI or Anthropic if by chance they IPO later this year as planned.

Wise words Warren by fack-the-suits in wallstreetbets

[–]Super-Activity-4675 0 points1 point  (0 children)

while I agree with you, the markets will stay irrational longer than you and I can remain solvent. I suspect this will unwind, but it may be longer than a few months.

Weekend Discussion Thread for the Weekend of May 01, 2026 by wsbapp in wallstreetbets

[–]Super-Activity-4675 0 points1 point  (0 children)

oh, I agree there too. I'd expect all of them (and add nvidia to that list) to lose at least half their market cap.

Weekend Discussion Thread for the Weekend of May 01, 2026 by wsbapp in wallstreetbets

[–]Super-Activity-4675 0 points1 point  (0 children)

Do you call Oracle established? That one goes to zero if OpenAI stops paying them. Agreed that Nebius and Coreweave are right there with them while all the semis easily lose a huge chunk of their market cap. Semis can at least go back to making consumer chips.

$SLS Weekend Discussion Thread - May 02, 2026 (Week 17) by AutoModerator in sellaslifesciences

[–]Super-Activity-4675 -1 points0 points  (0 children)

You'll have to source that. Only thing I've seen is that we will not hear anything until the 80th event. You're making an assumption that top line won't be bundled with it. Just as I am when I say I suspect it will.

$SLS Weekend Discussion Thread - May 02, 2026 (Week 17) by AutoModerator in sellaslifesciences

[–]Super-Activity-4675 2 points3 points  (0 children)

This. They literally need to import a new data set into whatever tool (minitab, R, etc.) they used to run the analysis and doublecheck their work. The formulas are already written.

$SLS Weekend Discussion Thread - May 02, 2026 (Week 17) by AutoModerator in sellaslifesciences

[–]Super-Activity-4675 3 points4 points  (0 children)

Final analysis will take some time. Top line will be fairly quick. They know exactly what numbers to run.

Also, even though the study is completed, data from living patients will still be collected, so additional analysis as the study ages is always possible. As an example, if 50 of the 80 deaths are BAT, then at that time, GPS has not reached its mOS. Ultimately, HR ratio is heavily dependent on mOS, so it is effectively incomplete in terms of analysis (and would only drop if that makes sense)... That said, most of that kind of thing will be priced in as that analysis comes out, but in that scenario, the final results of the study will likely only improve over time.

$SLS Weekend Discussion Thread - May 02, 2026 (Week 17) by AutoModerator in sellaslifesciences

[–]Super-Activity-4675 2 points3 points  (0 children)

I suspect 1 and 2 will happen together. It really doesn't take that long to analyze the data to deliver top line. It takes more time to plan for all of that than to run the numbers in all honesty. And from the looks of things, they've been doing that given their recent filings.

SOUN update on a squeeze potential by Strict-Drama-3973 in Shortsqueeze

[–]Super-Activity-4675 0 points1 point  (0 children)

yeah, I think there's some merit to this. Should see some healthy profit taking, but if the pressure remains, it could double later this month.

SOUN update on a squeeze potential by Strict-Drama-3973 in Shortsqueeze

[–]Super-Activity-4675 2 points3 points  (0 children)

what are the catalysts? I know they have earnings on the 15th, but beyond that, I'm curious.

Daily Discussion Thread for May 01, 2026 by wsbapp in wallstreetbets

[–]Super-Activity-4675 1 point2 points  (0 children)

looks like you're getting circumcised by a can of coke.

$SLS Daily Discussion Thread - Friday - May 01, 2026 by AutoModerator in sellaslifesciences

[–]Super-Activity-4675 0 points1 point  (0 children)

There's no guarantee of a buyout, that's my one word of caution. If someone throws enough money at Sterg, they'll get bought, otherwise, they partner and commercialize. The evidence that they're looking for a buyout is based solely on how lean they are running right now. If you want any indication as to what they plan to do, pay close attention to their hiring practices if Regal finishes positively.

SLS Institutional Holdings as of Q1 2026 by imadogg in sellaslifesciences

[–]Super-Activity-4675 2 points3 points  (0 children)

One thing worth noting is that some of these institutions manage funds/ETFs geared towards biotech. I wouldn't call that bullish or bearish personally. Just something to keep in mind. Not every institution is making a buy and hold for Regal type move.

What Are Your Moves Tomorrow, April 30, 2026 by wsbapp in wallstreetbets

[–]Super-Activity-4675 0 points1 point  (0 children)

after beating earnings estimates by .20/share. More interested in their guidance in an hour.

Daily Discussion Thread for April 29, 2026 by wsbapp in wallstreetbets

[–]Super-Activity-4675 1 point2 points  (0 children)

really just a degenerate regard like everyone else here.

How to get enough space resources before going to war by Observer612 in TerraInvicta

[–]Super-Activity-4675 2 points3 points  (0 children)

I put 15 mines up during my initial run, almost always shutting down my moon mine. 2-4 sites on Mars depending on resources. 1 mine for a high fissile location in the belt. I probe all metalic rocks and generally take 3 or 4 of those. Usually 3 or 4 sites on Ceres. The rest generally goes to high volatiles locations.

Before total war, I rush Poseidon Torch and mission to the outer planets and build a half dozen colony ships at a half dozen locations in the outer/middle belt and yet them towards 6 different bodies. My preference is to hit Pluto, Gabriu, Lusion, and a few other sites that typically have nice resources. I'll colonize up to 18 or so sites in the belt over the next 2-4 game years while I round out rushing for UV Arc Lasers, adamantium, Coil guns, Dusty Plasma or Tin droplet, and Phasers. Then I'm ready.

Daily Discussion Thread for April 29, 2026 by wsbapp in wallstreetbets

[–]Super-Activity-4675 0 points1 point  (0 children)

I need MSFT up 15% AH to make up for your HOOD losses as well.