$Merck(MRK)$$SpringWorks Therapeutics, Inc.(SWTX)$ Merck talks to acquire US-based SpringWorks Therapeutics, a biotech firm specializing in cancer and rare disease treatments.Merck down since Sep 24, time to seek a value play. Acquisition surely cause negative effect on the share price, but also creates opportunity for entry,
$Cameco(CCJ)$Santee Cooper is actively seeking proposals for the acquisition and completion of two nuclear reactors at the V.C. Summer Nuclear Station in South Carolina. The move comes amid heightened demand for electricity and a burgeoning interest in nuclear power, particularly from tech companies aiming to support AI data center expansions.Short term bullish momentum, but nuclear energy business is still too capital intensive that requires more government support and funding, with low profit compared to Natural Gas.There might be more constructions in the future as we see inventory of Uranium stocking up, and the demand of energy from AI data centers will cause a surge in energy prices.Investment cycle is lengthy for th
$FTAI AVIATION LTD(FTAI)$Muddy Waters is short $FTAI AVIATION LTD(FTAI)$ because its financial reporting is highly misleading. Their revenue from true maintenance and individual off-the-rack module sales are materially lower than reported, misleading investors by reporting one-time engine sales as Maintenance Repair & Overhaul revenue in its Aerospace Products segment.
EU Considers Gradual Ban on Russian LNG and Aluminum$Cheniere Energy Inc(LNG)$Well-positioned as an LNG exporter, benefiting from a pro-energy administration and global geopolitical risks disrupting supply.In addition, Stage 3 at the Corpus Christi facility nearing completion in 2025 and with a stronger gas market.Price hiked 6% last night, not a preferred entry timing for long term investors but likely bullish 2025.
$微软(MSFT)$Microsoft is investing $80 billion in AI data centers and deployment, exceeding its 2024 CapEx of $53 billion. Over half the funds target U.S.-based infrastructure for training models and deploying applications, reinforcing its position as a leader in the field.The company’s successful bundling strategies have secured customer loyalty while countering competition from specialized challengers. AI Factory
$英伟达(NVDA)$Jensen dropped the bomb…In very recent leaks, we know that NVIDIA's new flagship GeForce RTX 5090 Laptop GPU offers an astounding 24GB of super-fast GDDR7 memory, while the new RTX 5080 Laptop GPU will reportedly feature 16GB of GDDR7 memory.
$SoundHound AI Inc(SOUN)$SoundHound’s stock may remain volatile due to lack of cash flow and profitability. Short-term and long-term investors may want to take profits, but speculative investors bullish on Voice AI’s growth potential might hold. According to company management: The Voice AI market is highly competitive, with rapid technological changes, short product cycles, and price-sensitive customers.