Researchers at KAIST have made a revolutionary discovery!
​Using an artificial intelligence tool called BENEIN, they identified key genes (MYB, HDAC2, and FOXA2) that drive cancer cell behavior. By silencing just these three genes, they reprogrammed aggressive colorectal cancer cells to behave like normal intestinal tissue.

In mice, tumors shrank by 70% without radiation, surgery, or chemotherapy. This approach could mark the beginning of a new era in cancer treatment, focusing on healing, not eradication.

#Cancer #AI #ArtificialIntelligence #Medicine #Health #KAIST #BENEIN #Science #Genetics

$AAPL Apple and $NVDA Nvidia will be exempt from tariffs thanks to their US investments!
Donald Trump announced that he will impose new tariffs of up to 100% on chips and semiconductors to encourage domestic production.
However, he stated that companies that have invested heavily in the US, such as Apple and Nvidia, will not be affected by these tariffs.

This development coincides with decisions by tech giants to increase their investments in the US. Apple's announcement of an additional $100 billion investment is one of the most concrete examples of this decision.

#Trump #Apple #Nvidia #Tariff #Economy

$CELH | Celsius Holdings Q2 25 Earnings

Revenue: $739.3M (Considered: $654.3M) +84% YoY
EPS (Adjusted): $0.47 (Considered: $0.24) +68% YoY
EBITDA: $210.3M +109% YoY

US Ready-to-Energy Drink Market Share: 17.3% (+180bps)
CELSIUS: 11% (-130bps)
Alani Nu: 6.3% (+310bps)

Retail Sales Growth (YoY):
CELSIUS: +3%
Alani Nu: +129%
Total Portfolio: +29%

Revenue Breakdown:
North America: $714.5M (+87%)
International: $24.8M (+27%)

CEO: We're shaping the category with Celsius and Alani Nu. Sugar-free, functional energy is our responsibility!

#CELH #Earnings #Celsius #AlaniNu #EnergyDrink #BalanceSheet #FinancialData #Investment

$QSI
Quantum-Si Takes Strategic Steps Despite Challenges in Q2 2025

Proteomics technology company Quantum-Si announced its financial results for Q2 2025. The company faced a challenging quarter due to the near-halt of capital acquisitions by academic laboratories in the US and uncertainty surrounding NIH funding.

Second-quarter revenue of $591K fell short of expectations. Operating expenses increased year-over-year to $30.5 million, with a net loss of $28.8 million.

However, the company is responding to this challenging period with innovative solutions. For customers struggling to make capital expenditures, new instrument acquisition options with no upfront costs have been offered, and these models have already won initial customers. This strategy aims to meet the demand for consumables, particularly from customers who have operating budgets but cannot afford capital expenditures.

Steps are also being taken for the future. Having doubled its pipeline of opportunities in the pharmaceutical and biotechnology sectors, the company has also made significant progress in its Proteus development program, scheduled for launch in 2026. Furthermore, the recently completed $50 million capital increase strengthened the company's cash position, and its financial resilience is expected to continue into the second quarter of 2028. As of June 30, 2025, the company had $214.2 million in cash and securities investments.

DA Davidson downgrades $IONQ:

Buy → Neutral, target: $35

Analyst: “The quantum revolution is coming, but IonQ’s short-term outlook is murky. The roadmap is unclear, and risks have increased.”

Investment continues, but visibility is low → A “stay on the sidelines” position has been adopted.

Long-term is exciting, short-term is a question mark...

Not investment advice!!!
#IONQ #QuantumComputing #Quantum #StockAnalysis #StockMarket

$BMNR | The art of Ethereum accumulation, or a strategy lesson?

July 29: 625K $ETH purchased, avg: $3,755
August 4: Position increased to 833K ETH, avg cost $3,492
Was the new 208K ETH purchased at an average price of $2,702?

❗️Yet, spot ETH never fell below $3,380 during this period.

So how did BMNR buy at such a low price?

Answer: Could be forward agreements or structured derivatives contracts.
ETH was around $2,500 during the "big bang" announcement at the end of June. Call rights were likely created at that time and are now being activated.

This may be the reason for the recent surge in the stock: Investors are waking up to this strategic buying.

If ETH additions continue at this rate, BMNR will be one of the few companies collecting below the spot price.


Tommy L and his team may be making a very smart play.

#ETH #Ethereum #BMNR #CryptoStocks #Blockchain #InvestmentStrategy #SmartMoney

$LLY | Eli Lilly Q2'25 Financial Results

Strong Growth, Deepening Pipeline
Revenue: $15.56B (+38% YoY)
Adjusted EPS: $6.31 (+61% YoY)
Zepbound: $3.38B (+172%)
Mounjaro: $5.20B (+68%)

Zepbound and Mounjaro solidify Eli Lilly's leadership in the metabolic diseases segment, with this quarter's results demonstrating momentum for both prescription penetration and patient acceptance of these products.

FY25 guidance revised upward:
Revenue: $60–62B
Adj. EPS: $21.75–$23.00

Positive developments in the pipeline (Orforglipron, Jaypirca, Kisunla) present very strong catalysts that will support growth in the medium to long term.

It also appears to be continuing its focus on innovation with the acquisitions of SiteOne and Verve Therapeutics and the Purdue collaboration.

Comment:
Eli Lilly is demonstrating not only strong sales growth but also a structural transformation. Supported by its leadership in the GLP-1 class, cardiometabolic protection data, and R&D investments, the pipeline offers a defensive and growth combination for long-term investors.

#LLY #EliLilly #Balance Sheet #GLP1 #Zepbound #Mounjaro #HealthcareSector #StockAnalysis

$RDW
Redwire Corporation announced that its newly acquired subsidiary, Edge Autonomy, has been awarded a prototype phase contract by the U.S. Army under the Long-Range Reconnaissance (LRR) program.

This development indicates that Edge Autonomy will play a more critical role in U.S. defense strategies with its Stalker unmanned aerial systems (UAS).

$HIMS
Hims & Hers' Weight Loss Strategy Shakes Up Balance Sheet Metrics!

Telehealth platform Hims & Hers surprised investors by missing Wall Street expectations for the first time, despite a 73% year-over-year increase in revenue to $544.8 million in the second quarter. This led to a 13% post-session drop in the stock.

The primary reason behind this unexpected decline in figures is forced changes to the company's GLP-1 (weight loss) drug strategy. With the FDA's end of the semaglutide shortage, Hims was forced to change its sales model for more affordable generic GLP-1 drugs. This led to a decline in online GLP-1 revenue from $230 million in the first quarter to $190 million in the second quarter, and a decrease in average revenue per subscriber from $84 to $74.

While the company achieved 31% year-over-year subscriber growth, reaching 2.4 million subscribers, uncertainties surrounding its GLP-1 strategy and developments such as the termination of its partnership with Novo Nordisk cast doubt on its growth narrative. Negative free cash flow is another concern. Hims & Hers will now attempt to navigate this challenging period by focusing on personalized GLP-1 therapies.

$TSLA $INTC $TSM
Tesla Switches to Intel Foundry and EMIB Technology for Dojo 3!

Tesla's next-generation Dojo 3 supercomputer works with ultra-large chip modules.

TSMC's System-on-Wafer (SoW) technology is insufficient to package these massive modules. Production lines are overwhelmed with CoWoS requests and cannot prioritize Tesla's special orders.

Intel's EMIB (Embedded Multi-Die Interconnect Bridge) technology offers greater modularity, flexibility, and scalability, allowing Elon Musk to more aggressively develop the Dojo architecture.

Therefore, Tesla is reducing its reliance on Taiwan Semiconductor by choosing Samsung for production and Intel for packaging due to TSMC's packaging limitations.