III

budoobudoo

You are probably not wrong. Just not right enough. If we're talking pure alpha in the metabolic disease game, let's zoom east to Hong Kong where the real fireworks are popping off. I'm eyeing Innogen-B (02591.HK) and PegBio (02565.HK) as straight-up superior moonshots right now, all laser-focused on the GLP-1 revolution that's exploding in Asia's massive diabetes and obesity market. These aren't diluted plays like UNH's insurance sprawl or HOOD's trading volatility; they're razor-sharp biotechs riding China's 1.4 billion-person wave, with approvals incoming and valuations that make US counterparts look like overpriced lattes. Let me break down why swapping some of that bag for these HK gems could 5x your portfolio by 2028—pure fire, no fluff. First off, the macro setup in Hong Kong biotech is straight dominance mode. While the US Nasdaq biotech index is grinding up a measly 20% this year, Hong Kong's Hang Seng Biotech Index has ripped 80%+, outrunning even AI hype. Why? Beijing's pumping state cash into "Made in China 2025" for pharma independence, with 14 fresh listings already raising over HK$18 billion in 2025—quadrupling last year's haul—and 36 more queued up. Valuations? HK biotechs trade at 8-10x forward sales on average, versus 18x+ for US peers, giving you dirt-cheap entry into 30%+ CAGR growth as Asia's diabetes epidemic (hello, 140 million cases and counting) meets ultra-long-acting GLP-1s that crush Ozempic's dosing hassle. No DOJ probes or Medicare cuts here—just streamlined NMPA nods and export pipelines to Southeast Asia. HIMS is cute with its telehealth subs, but it's a US middleman facing Amazon's boot; these HK plays own the IP and manufacturing in the world's fastest-scaling market. Take Innogen-B: This beast just exploded 296% on debut in August, opening at HK$72 after pricing at HK$18.68, and it's still humming around HK$50-60 with HK$683 million fresh in the tank from an IPO oversubscribed 5,365 times—HK$370 billion in bids from 260k investors, second-hottest in Hong Kong this year. Their crown jewel, Efsubaglutide Alfa (branded Diabegone), is Asia's first homegrown humanized long-acting GLP-1 agonist, already greenlit for type 2 diabetes in China and barreling through late-stage trials for obesity and MASH (that fatty liver goldmine worth $30 billion globally). Early data? 7% weight drop in four weeks, with monthly dosing that laps weekly shots—perfect for compliance in a market where 80% of patients ghost treatments. They're deploying IPO cash for Phase III global pushes, commercial ramps, and CNS add-ons, turning red ink (losses narrowed to HK$175 million last year) into black by mid-2026. Compared to HIMS' 50x P/E bloat and GLP-1 supply glut risks, Innogen's at <5x sales with zero revenue yet—pure asymmetry. Bears whine about Eli Lilly/Novo competition, but Innogen's local pricing edge (half the cost) and China-first moat mean they snag 10-15% market share easy, printing HK$10 billion revenue by 2030. UNH? It's a sleepy dividend cow at 13x earnings, dodging cyber headaches but capped at 8-10% growth; Innogen's your uncapped rocket to HK$300/share. Then PegBio seals the deal as the stealth assassin. Listed earlier this year at HK$15.60, raising HK$301 million for a HK$6 billion val, it dipped to HK$10 on open but clawed back to HK$15+ on pipeline heat—up 7% monthly despite broader volatility. Their lead, PB-119, is another long-acting GLP-1 banger for diabetes and obesity, with NMPA acceptance last year and marketing greenlight eyed for Q1 2026. Preclinicals on PB-2301 (GLP-1/GIP dual) and PB-2309 (triple agonist) target NASH and rare endocrines, diversifying beyond HIMS' one-trick pony. R&D burn was HK$280 million in 2022, tapering to HK$76 million YTD as trials wrap, with cash at HK$27 million pre-IPO now beefed for launch and expansions. Losses ticked up slightly to HK$283 million last year on zero revenue, but that's biotech math—post-approval, ARPU from chronic scripts hits HK$500/year per patient in a 500 million obese Asian pool. Versus HOOD's cyclical 70% transaction reliance (hello, 35% revenue crater in '22), PegBio's recurring revenue moat is ironclad, with PEGylation tech for custom peptides adding service upside. Analysts are mum on ratings yet, but the sector tailwind screams Buy; at 4x projected sales, it's a steal next to UNH's regulatory quicksand (DOJ antitrust, 85% loss ratios). PegBio could 4x to HK$60 by 2027 if PB-119 captures 5% China share, while HOOD prays for bull markets. Bottom line, apes: HIMS/HOOD/UNH are fine for balanced bags, but Innogen and PegBio are the asymmetric edges—cheaper entries, explosive China growth (20% GDP healthcare slice by 2030), and GLP-1 purity without US baggage. HK's policy rocket fuel means 50-100% pops on approvals alone, while US names grind through comps and comps. I'm allocating 20% here; dips under HK$45 for Innogen and HK$12 for PegBio are no-brainers. DYOR, markets flip fast, but this is where the smart money's flowing east. Who's jumping in? 🚀🇭🇰 #HKBiotech #GLP1Bets

notapersonaltrainer

If they are then we were already in [World War III](https://imgur.com/a/BbQGLdM).

MediumSinger8088

The data on the poster is very transparent - with N=9, nonparametric stats, the median baseline on MDS-UPDRS part III (the objective physician evaluation) is 19 and 90 day change is -5; p = 0.14, which is not formally significant but indicates 14% probability of type 1 statistical error (saying there is a change when there isn't). So 86% chance of a treatment effect with this small N, early time. The anecdotal stuff is interesting but I want numbers - hopefully that will all be forthcoming. No risk, no reward. The real important thing IMO will be if there is a reduction in the rate of conversion to moderate or severe PD over 6, 12, 18 months based on MDS-UPDRS... and in a placebo-controlled study. It takes a lot of time to get a drug to clinic.

MediumSinger8088

The p-value for the MDS-UPDRS III data in the poster is 0.14 by non-parametric stats with N=9. So 86% chance of a real treatment effect, not formally significant but encouraging. Notably the placebo effect on phase 3 is small; typically about 1 pt or less (pretty objective); median baseline MDS-UPDRS was 19, median change at 90 days was -5. Real tell would be rate of conversion to moderate-severe PD at timepoints 6 months, 12 months, 18 months. There are 21 patients who will reach 90d in 12/2025 and will be followed for 9 more months so it shouldn't take long to see if the early stage results hold true.

r2002

I think overall progress of AI is not good for Disney. Will people still want to go to parks when 5 years from now you can take a jungle adventure in your Meta/Apple AR glasses? 5 years from now are the kids clamoring for KPOP Demon Hunter III or Little Mermaid 5? Aside from a few bright spots Disney has not done a great job with the Star Wars franchise and Marvel is doing just OK.

The_real_Covfefe-19

The Impeachment Part III.

Den923

* The GTI dispute (appeal filed January 2025 at Florida's 1st DCA) hinges on whether OMMU's denials of co-located dispensaries next to Circle K stores were arbitrary under state law (§381.986). This focuses on public safety risks (e.g., crime near fuel stations). Federal rescheduling wouldn't override Florida's rules but could provide persuasive evidence in court: * Reduces Stigma Argument: GTI could argue that federal recognition of cannabis's medical safety undermines OMMU's "health hazard" concerns, especially since other states (e.g., California) allow similar co-locations without issues. * Precedent for Leniency: It might encourage OMMU/legislators to revise guidelines, as seen in other states post-proposal (e.g., more flexible zoning). Florida's medical market (\~$2.5B in 2025) already has 80+ GTI (RISE) stores; easier placements could boost expansion. * Limitations:  * The case is purely state-based—no federal preemption. Even Schedule III keeps cannabis controlled, so DEA could still scrutinize high-risk sites. * Broader Florida Context: Post-2024 recreational ballot failure, the DeSantis administration (or successor) remains cautious. Rescheduling might help banking/taxes for GTI but won't auto-approve co-locations. * Timing: With the appeal potentially resolving in late 2025/early 2026 (6–18 months typical), a delayed federal rule might arrive too late to sway it. In short, passage would be a tailwind for GTI—bolstering their "equal protection" claims by showing evolving federal policy—but it's no silver bullet. Monitor DEA announcements or the 1st DCA docket for updates. If Trump pushes executive action, it could accelerate things.

AngelenoEsq

Phase III study [results](https://ir.lenz-tx.com/news-events/press-releases/detail/11/lenz-therapeutics-announces-positive-topline-data-from-phase-3-clarity-presbyopia-trials) \-- it seems quite different than Vuity: "The only reported adverse events with an incidence at 5% or more were installation site irritation, visual impairment and hyperemia which were 100% characterized by participants as mild, and headaches which were characterized as mild by 89% of participants. 75% \[of patients\] said they would want to continue to use these eye drops after the study, of which 81% noted they expected to use them 4-7 days a week."

aimechatron7

Interesting - phase II or III ? Can you share a bit more DD

aaron-roger

yall ready for eagles-pats III superbowl?

youngmuss666

Check out HIVE In October 2025, HIVE produced ~289 BTC — up ~8% month-over-month (from 267 BTC in Sept) and up ~147% year-over-year from ~117 BTC in Oct 2024. • Average daily production ~9.3 BTC/day in October. • Fleet efficiency: ~17.7 Joules per Terahash (J/TH) in October. • Average hashrate in October: ~21.9 Exahash/s (EH/s), with a peak of ~23.6 EH/s. • The company reports exceeding 2% of the global Bitcoin network hashrate. • Expansion into Tier III+ AI/HPC data-centers via its subsidiary (BUZZ High Performance Computing) and conversion of existing infrastructure: e.g., Swedish site conversion to Tier-3 HPC for ~2,000 NVIDIA GPUs. • Renewable energy focus: The Paraguay hydroelectric power build is the backbone of its mining operations. 1. Production growth and scale HIVE is ramping mining production meaningfully. Getting from ~267 BTC (Sept) to ~289 BTC (Oct) while network difficulty is high shows operational execution. That gives the potential for revenue/cash-flow upside if BTC prices cooperate. 2. Efficiency / Cost advantage 17.7 J/TH is a respectable fleet efficiency (lower is better). Lower electricity cost + efficient hardware = better margin potential. Given HIVE uses hydroelectric (lower power cost, cleaner), that’s a competitive advantage. 3. Dual-engine strategy: mining + HPC/AI HIVE isn’t only a Bitcoin miner; it’s pivoting/expanding into HPC and AI data-centers. This could provide diversification away from pure crypto mining risk (e.g., BTC price, difficulty). The conversion of Tier-1 to Tier-3 data-centres (Sweden) accelerates that strategy. 4. Scaling into network significance Surpassing 2% of the global Bitcoin network is non-trivial. That means HIVE has meaningful presence and scale. As mining becomes more industrialised, scale is important. 5. Green/ESG angle Use of hydro power helps HIVE’s ESG profile, which may appeal to certain funds/strategies, and possibly reduce regulatory or public-relations risk around energy usage.

99Fan

Oh I thought you meant King Charles III

SPAC_Time

[AIR, the World’s Largest Flavored Hookah Producer and Owner of the Iconic Al Fakher Brand, to Become a Public Company through a Business Combination with Cantor Equity Partners III](https://www.businesswire.com/news/home/20251107548494/en/AIR-the-Worlds-Largest-Flavored-Hookah-Producer-and-Owner-of-the-Iconic-Al-Fakher-Brand-to-Become-a-Public-Company-through-a-Business-Combination-with-Cantor-Equity-Partners-III) \- CAEP

Born2Suggest

Buying more Capricor Therapeutics $CAPR been fully dollar cost averaging when we sold at the high cost average per share $3.89 45,500 shares. We have once again started to amass 58,500 shares dollar cost averaging $5.98 with the coming year potentially a 10 bagger or greater from its current closing price as of November 6, 2025 of $6.28 cents a share. The risk to reward simply is substantially supported by Capricor Therapeutics being the real deal for all their held licensed rights and held patents to say the least they will come into major payment meeting thresholds set gwithin their contractual rights and terms which are available by going to view all their SEC FILINGS. This security may actually make a substantial gain if they have found incredible success in their phase III HOPE III double blind study for their DMD candidate. I’m also using put option contracts to ensure the 99.999% money math in profitable trades as the name of the game is hedge all bets placed down on the table controlled by powerful market makers and swift moving hedge funds. Happy Friday Trading in setting up blockbuster swing-trade huge projected returns whe compared to many of the high flyers.

HankSteakfist

Not counting the top down view games, it's almost an exponential curve with time between releases basically doubling each entry, with IV to V being the only exception. GTA III - Vice City = 1 year Vice City - San Andreas = 2 years San Andreas to GTAIV = 4 years GTAIV - GTAV = 6 years GTAV - GTA6 = 13 years So logic says that GTAVII will be released between 2050 and 2060. Sorry to say this bro as I'm 40 too, but I think we've only got one more GTA game in our lifetime lol.

ConstableAssButt

You know, all those "AI apocalypse" movies really oversold the notion that we'd be resisting this shit. It's feeling way more realistic if we just masturbate ourselves to death in Act I and Act II and III are to be continued in part 2.

Live_Bluejay7335

If you do.a search on utube for Milton Todd Ault III you can get a tour of their data center. He has 3 videos out. I only watched that one. It was pretty cool. Mining bitcoin at the moment. Got the cooling figured out. Lots of space for the data center. Pretty good imo

Draphippo

1. What Schedule III Reclassification Actually Does If cannabis moves from Schedule I → Schedule III, it means: • The U.S. government formally recognizes medical use. • Cannabis is no longer in the same class as heroin or LSD, but with drugs like Tylenol with codeine, testosterone, and ketamine. • The DEA and FDA can regulate it as a controlled, but prescribable substance. That change has massive secondary effects on financial and regulatory systems — especially custody and uplisting. ⸻ 💰 2. Why Cannabis Stocks Are Currently Locked Out of Major Exchanges Right now, U.S. cannabis companies like Trulieve (TCNNF) and Green Thumb (GTBIF) can’t list on the NYSE or NASDAQ because: • Those exchanges are regulated by the SEC and must comply with federal law. • Since cannabis is federally illegal (Schedule I), listing them would mean a federal crime is being facilitated (distribution of a controlled substance). • Similarly, U.S. banks and custodians (like JPMorgan or Goldman) can’t hold or clear trades in cannabis-touching companies, since that’s aiding an illegal enterprise under federal law. That’s why U.S. multi-state operators (MSOs) trade only on Canadian exchanges (CSE) or OTC markets under “F” tickers — and that’s why liquidity is so poor. ⸻ 🏛️ 3. How Schedule III Fixes That Problem If cannabis becomes Schedule III, then: • It is no longer federally illegal for companies to manufacture, distribute, or sell it under DEA/FDA oversight. • The Controlled Substances Act (CSA) would no longer prohibit these companies’ core business. • Therefore, U.S. cannabis companies would no longer be “trafficking in a Schedule I substance.” That legal distinction allows: • NYSE and NASDAQ to legally uplist U.S. cannabis stocks (since their business is no longer federally illegal). • Prime brokers, custodians, and clearing firms (like Pershing, Fidelity, JPMorgan) to hold, clear, and custody cannabis securities safely. • Institutional investors (mutual funds, ETFs, pensions) to finally participate. Essentially, the federal legal barrier disappears. ⸻ 📈 4. Key Consequences Once That Happens If Schedule III becomes official: 1. MSOs can uplist — TCNNF → TLVF (or similar) on NASDAQ. 2. Custody opens up — brokers like Fidelity or TD can hold shares directly rather than via foreign intermediaries. 3. Liquidity soars — volume increases, bid/ask spreads tighten. 4. Institutional money enters — funds and ETFs that currently can’t touch these names flood in. 5. Valuations normalize — MSOs rerate closer to mainstream consumer/healthcare stocks (think 5–10× EBITDA instead of 3×). ⸻ ⚠️ 5. Important Caveats • Schedule III doesn’t automatically mean dispensaries can sell Schedule III products overnight — DEA and FDA will set frameworks. • Adult-use (recreational) cannabis may still operate in a gray zone until Congress or DOJ guidance clarifies it. • Uplisting won’t happen immediately — exchanges will likely wait for formal DEA final rule + DOJ guidance confirming that cannabis businesses are federally compliant. • The SAFE Banking Act could still accelerate financial normalization in the meantime.

Proper-Plantain9387

11/3/25 - Nasdaq-listed HIVE Digital Technologies unveiled a major expansion of its AI and high-performance computing operations on Monday, securing a $1.7 million, 32.5-acre parcel in Grand Falls, New Brunswick, to build a renewable-powered data-center campus. The site, beside HIVE's existing six-acre property, will house its first Tier III+ facility in Atlantic Canada — a classification for high-reliability, continuously operating data centers. The site is designed to host more than 25,000 GPUs and will draw on abundant local hydroelectric power near the U.S. border in Maine. "HIVE is turbocharging the transition from bitcoin mining to AI HPC data centers," Executive Chairman Frank Holmes said, adding that the firm is repurposing stranded renewable energy and existing infrastructure for hyperscaler-ready compute. HIVE's expansion follows a flurry of AI-infrastructure announcements from peers IREN and Cipher Mining, which on Monday disclosed $9.7 billion and $5.5 billion cloud-hosting agreements with Microsoft and Amazon Web Services, respectively. Together, the deals represent roughly $15 billion in new AI-capacity contracts in a single day — a shift VanEck’s Matthew Sigel described as "AI rewiring the global energy stack." CEO Aydin Kilic said HIVE's "dual-engine" model of using bitcoin-mining revenues to fund AI and HPC build-outs creates a "virtuous loop" that supports both network security and the growing demand for compute in the AI economy.

GeoLogic23

The Wine and Spirits Wholesalers of America recently registered a small lobbyist. I figured they would be using this one for hemp, because the very next day that lobbying firm registered the [hemp beverage company Nowadays](https://www.reddit.com/r/weedstocks/comments/1m23mje/comment/n3lzv7u/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button). That lobbying firm filed their first disclosures for both the [WSWA](https://lda.senate.gov/filings/public/filing/33709100-1c1f-495f-9b48-2b6e82bf2c77/print/) and for [Nowadays](https://lda.senate.gov/filings/public/filing/65f02647-d102-4162-a238-9c5cb15a0849/print/). They are using the same 5 lobbyists, for the same amount ($50k), and lobbying on the same topic: * Supporting policies to allow the adult consumption of U.S. farm grown hemp-derived beverages Not a huge surprise, as we know the WSWA supports hemp beverages. Seems Nowadays might have some good connections though. The main thing I know Nowadays from is them partnering with an AB InBev distributor (Krey Distributing) that is owned by [Steven Busch](https://www.reddit.com/r/weedstocks/comments/1cx1q9i/comment/l5340oq/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button). [https://en.wikipedia.org/wiki/August\_Busch\_III](https://en.wikipedia.org/wiki/August_Busch_III) I also think the language including "US farm grown" is interesting because I hadn't seen that before on other hemp beverage related disclosures. I think that makes sense, as a smart move would be to push hemp products as stuff that will help the US farmers that are struggling right now.

Cabrim

@vik_mittal (X/Twitter) is big into crypto/blockchain. think he's got a respectable following, but these targets are very hit/miss & volatile lately. >The SPAC, led by Chairman Vik Mittal and CEO Charles T. Cassel III, targets businesses in the digital asset space, focusing on blockchain infrastructure and new economy sectors in Frontier Growth Markets KOYN ticker is very meme-ish for crypto coin, but ofc could pivot. 😁

Orange_Codex

INTS predictions (not 'fud:' I sold like an idiot but extremely bullish long-term): Tomorrow's webinar won't amount to much. It's a more detailed readout / break-down of results released today, which will cover - among other things - why efficacy seemed to go *down* from Phase II and Phase III.a (100% to 85%). If the webinar doesn't amount to much, warrants at $0.85 (worth 24% of the free float) won't be executed. If warrants at $0.85 aren't executed, INTS will struggle to raise funds to resume enlistment for Phase III trials. If it can't raise funds, final Phase 3 data will be indefinitely delayed or a new trial will have to be filed to start all over. So, there'll either be a strategic partnership - which might hold up enlistment resumption for months - or an offering.

Orange_Codex

Partly. Its neo-antigen cocktail has achieved results not seen before among neo-antigen sarcoma therapies. Phases I, II, and III (preliminary) have seen it outperform competitors by 80-100%. But that makes it the best treatment for *one* tumour type. It is not 'a cure for cancer.' The closest thing to a generalised cancer cure is SLS's GPS.

Orange_Codex

Phase II results of 100% tumour eradication are now Phase III preliminary results of 85% tumour eradication.

OrdinaryMix4013

#bullish on LGM-30G Minuteman III production

TheAwesomeMan123

You’ve misunderstood what is being actually discussed. SK has no intention of building nuclear weapon ready subs. They are only looking for the Nuclear based fuel to power the subs. SK is also very well versed in designing and building submarines with highly advanced and durable technology. Their KSS-III Is one of the more advanced submarines in production and boasts incredible combat effectiveness. Again all that’s being discussed is fuel not weapons

captainayub2

Haha. The amount of inaccuracies in this post are hilarious. CVNA is gaining market share - units growing 40%+ in a market where used car sales are flat to down They don’t sell cars to undocumented immigrants They don’t hold loans on their b/s except for the small sliver of 5% of their issued subprime ABS credit, which is itself <1.5% of what they issue. The Garcias have sold a bunch but the more important Garcia is Ernie III who has till date only sold 1% of his shares Tax cuts next year will be broadly beneficial for them as there is a $125bn or 35% y/y bump coming due to OBBB and this generally benefits big ticket items like a car where you have to put down $3-4k as a down payment.

DistributionFine2222

Warned everyone about GPUS today in the blacklist post. I hope that proves that company doesn't care about retail at all and just want more money to price the offerings in. [I get non-stop death threats. Milton "Todd" Ault III - Chairman of Ault and Company, Inc.](https://www.youtube.com/shorts/fxCRNu9Hz0I)

DistributionFine2222

[Link](https://www.youtube.com/shorts/fxCRNu9Hz0I)\- his name is Milton "Todd" Ault, III. founder of GPUS

Hungry_Elevator_1974

Key People Milton “Todd” Ault III — Founder and Executive Chairman. He has been in that role for about 8.6 years. Simply Wall St+2Stock Titan+2 William B. “Will” Horne — Chief Executive Officer (CEO) and Vice Chairman. He has served as CEO for ~4.8 years. Simply Wall St+1 Henry C. Nisser — President. Tenure of ~6.4 years. Simply Wall St Other senior officers include: Kenneth Cragun (CFO), Jean Ho (Chief Accounting Officer), among others. Simply Wall St Corporate Focus & Strategy The company describes itself (through its subsidiary, Sentinum, Inc.) as owning and operating a data center, offering hosting/colocation services for emerging AI ecosystems and other high-performance computing (HPC) services. Stock Titan+1 They also plan a reorganization: Milton Ault will step down from his executive role, remain on the board, and the company expects a divestiture of the holding company (Ault Capital Group, Inc.) by ~December 31, 2025. Will Horne will assume the Chairman role in addition to CEO. Stock Titan+1 Ownership & Board Insider ownership is quite small: tipRanks data shows ~0.14% held by insiders and about 0.09% by institutional investors; the majority (~99.7%) is held by public retail investors. TipRanks Board members include Founder Ault, Will Horne, Henry Nisser, plus independent directors such as Robert Smith and Mordechai Rosenberg. Simply Wall St Summary In a nutshell: Hyperscale Data is led by a founding-executive (Ault) and a relatively seasoned CEO (Horne). The organization is undergoing a shift to become more focused on AI infrastructure and data centers. Board and senior leadership are established (several years’ tenure). Ownership is highly retail-driven with minimal institutional stake.

Western-Shift4431

Why are there still insider trading reports for Milton C. Ault, III then. So much for a clean up if they are still letting the man who put them through this mess be an executive in their company.

Western-Shift4431

You won't Milton C. Ault, III or "todd" is still an executive chairman of gpus. He is also the Cheif Executive Officer of Ault and Company, who had a huge cease and desist filled because they lied about loans and public disclosures(or something to that nature, I didn't read it too carefully). They paid some huge fines. Also the current ceo of gpus was mentioned in that report. The best part, both companies operate out of the same building. At least the suites are different but you can't heal a sickness if you don't remove the tumor.

Western-Shift4431

Milton C. Ault, III, "todd" is still the chief executive officer of the company. He is still filling insider trading reports as is necessary by law.

DiamondOrDilution

Cancer Phase III studies tend to take a year (or several ) and cost a lot. They likely will not have the cash runway to make it through without raising funds. I’ll hold off until a dilution, but it sounds promising. Good find

ZealousidealTop512

Hyperscale Data Inc. (NYSE:GPUS) Hyperscale Data’s stock soared 24.48% to $0.50, with an intraday high of $0.50 and a low of $0.40. The 52-week range is $0.32 to $9.98. In the after-hours trading the stock shot up 33.7% to $0.67. The company announced the upgrade of its Bitcoin (CRYPTO: BTC) mining fleet with 1,000 new Bitmain Antminer S21+ units, enhancing its Michigan data center capabilities. “We remain committed to running an artificial intelligence (“AI“) data center and Bitcoin mining operation side-by-side at our Michigan Facility,” said Milton “Todd” Ault III, Executive Chair of Hyperscale Data, according to a press statement.

OsamaBagHolding

Basel III change how gold is classified globally. Central banks used to not be able to lend against the full value market value, but now they can. This is displacing US treasurys

Weekly_Yard_8378

It missed its primary endpoint in a phase III trial plus lots of other movement in the MASH space, not sure this is a great buy…

Coquito3000

hoping doesnt mean jack. we getting a trade war. Phase One part II is best outcome. Probably a Phase Two and then a Phase III in 8 years. China is playing hardball harder than our local shutdown fight.

CategoryAbject8977

I mean, they are at the end of their cash run. If their planned meeting is delayed, they get negative feedback, OR the FDA wants a full phase III, there is no way this thing hangs on without massive dilution. I am waiting until I hear that the FDA meeting/inspection is on as planned and to see if a 180-day extension is granted or a stock split is announced before investing.

AdministrativeWar647

It’s already gone through HHS review and the DEA is in the rulemaking phase. It wouldn’t even require an executive order since it’s an administrative process under the Controlled Substances Act. Important to note though; ONLY changing the scheduling to Schedule III does not change whether it’s legal to sell or possess large amounts of marijuana without a DEA license. Schedule III status means it can be prescribed if approved by the FDA (same as codeine or ketamine for medicinal use) and this would not violate federal law. Currently states that marijuana is legal in, technically it’s still illegal, the states and the fed are just not enforcing the laws on the books. Recreational use, possession, or sale outside the medicinal or research framework implied by changing the schedule of the drug would still violate federal law unless they change that specifically. Also the vast majority of Americans support this… just a bunch of these old ass politicians are too scared to publicly support it so they keep kicking the can down the road. There’s been studies on how much the healthcare system could save by using marijuana, so there are logical reasons for it to happen beyond just public support.

ai-moderator

#TLDR --- Ticker: MSOS Direction: High as a kite Prognosis: Trump is going to reschedule marijuana to a Schedule III drug, giving US weed companies access to banking and tax breaks. This will send the ETF to the moon, past its 2021 highs of $50. Catalyst: Rescheduling by EOY 2025 or early 2026. Position: 4,000 shares and 6x $4c expiring Jan 2026

MitchCumStains

If you want to lose money, just give it to me, not wallstreet. Turns out people dont care about fake meat when everyone has bigger problems at the moment. AI, robots, economic collapse, fascism, WW III, etc.

tg4l

I’ll refer you to Chapter III of “Characteristics and Risks of Standardized Options” entitled “Options on Equity Securities” but in general one of two things could happen: 1. If the security still exists and is tradable, you could exercise the option. Your broker could also liquidate your option if you’re not allowed to hold a short position, or they can’t locate shares for you to short. They may also charge you hard-to-borrow fees for the shares if applicable. 2. If the security doesn’t exist and/or can’t reasonable be traded, the OCC may at their discretion adjust the options to a settlement price and cash-settle them. My advice? Just liquidate the option. Too many risks of trying to exercise into a short position. Also, probably not profitable unless you’re doing some pretty sophisticated merger arbitrage type of stuff.

Orange_Codex

Find several Phase III biotechs with tiny, locked-up floats and upcoming approvals (or data reads). Wait for the pop.

Cabrim

>Chenghe Acquisition III is led by CEO and Chairman Shibin Wang, the co-founder and CEO of regulated digital asset exchange Hong Kong Digital Asset Ex. The SPAC plans to target growing companies in Asian markets or global companies with a presence or focus in Asia. >The sponsor's previous SPACs include Chenghe Acquisition II, which merged with Indonesian B2B retail platform developer Polibeli Group (PLBL; -1% from offer price) this past August; Chenghe Acquisition I, which merged with Taiwan-based golf shaft maker FST (KBSX; -84%) this past January; and Chenghe Acquisition, which merged with optical components provider Semilux International (SELX; -89%) in February 2024. What's not to love? 😜

sl3azebag

I got a C+ in calculus III the same month I made 90k in 3 days. Does GPA even rlly matter

Seauxregard

My dude, cut your losses and sell. Basel III just made gold a Tier 1 asset for worldwide currency reserves. Basically gold is money again. It's countries buying billions in gold for long term holding that's pushing the price up, not some retail bubble. Dont do this for internet points.

BiologicalUnit

My picks for the day 🛸 #RedHill's Talicia® (RDHL) Secures $4 Million Strategic Investment and U.S. Co-Commercialization Partnership Deal https://www.stocktitan.net/news/RDHL/red-hill-s-talicia-secures-4-million-strategic-investment-and-u-s-co-p14l7da2vau5.html #Citius Oncology (CTOR) Signs U.S. Distribution Agreement with McKesson to Support LYMPHIR™ Commercial Launch! - Completed U.S. distribution network with all three largest wholesalers - LYMPHIR holds FDA approval for relapsed or refractory Stage I-III CTCL - Agreement supports planned commercial launch in Q4 2025 https://www.stocktitan.net/news/CTOR/citius-oncology-signs-u-s-distribution-agreement-with-mc-kesson-to-h7g70azmyu7i.html #Datavault AI (NASDAQ: DVLT) announced a strategic partnership with Max International AG to launch a Switzerland-based Swiss Digital RWA Exchange. The platform aims to overcome regulatory, scalability, and fiduciary barriers, enable the first regulatory-compliant trades on stablecoin platforms, and anchor tokenization activity in Zurich’s gold hub, which handles over 70% of global gold refining and trading.

BiologicalUnit

Citius Oncology (CTOR) Signs U.S. Distribution Agreement with McKesson to Support LYMPHIR™ Commercial Launch! https://www.stocktitan.net/news/CTOR/citius-oncology-signs-u-s-distribution-agreement-with-mc-kesson-to-h7g70azmyu7i.html - Completed U.S. distribution network with all three largest wholesalers - LYMPHIR holds FDA approval for relapsed or refractory Stage I-III CTCL - Agreement supports planned commercial launch in Q4 2025

Mplayer1001

Alright so lawmakers are expected to release a plan to lower capital requirements to 8% as per the article. This would be a return to the norm before Basel III, which means the statement “less capital requirements” a a change after the GFC is already false. Moreover, it doesn’t address that Basel III introduced stricter requirements for different capital classes, such as the highest tier CET1 capital being 4.5%, a requirement which literally didn’t exist even prior to Basel III. I’m all for financial regulations. I’ve written a thesis defending it. But there’s no need to spread mis/disinformation about it to get your way

EnvironmentalPear695

He also previewed hundreds of potential exemptions to come in the future: The order includes a list of products that could receive zero tariffs under trade agreements with foreign nations that are being negotiated by Trump’s team. That list, dubbed “Annex III,” is aimed at “products that cannot be grown, mined, or naturally produced in the United States,” the order states, such as “certain agricultural products; aircraft and aircraft parts; and non-patented articles for use in pharmaceutical applications.”

Mplayer1001

What are you talking about? Capital requirements have been increased in virtually all western countries through Basel III

pm_me_yo_creditscore

Economic Growth, Regulatory Relief, and Consumer Protection Act (2018): * Raised the Threshold for "Systemically Important Financial Institutions" (SIFIs): The asset threshold for banks to be classified as a SIFI and subject to the strictest oversight (like annual stress tests and higher capital requirements) was raised from $50 billion to $250 billion. This exempted dozens of regional and large banks from the enhanced regulations. * Eased Volcker Rule Compliance: The rule, which restricts banks from engaging in certain kinds of proprietary trading, was amended to be less burdensome, particularly for institutions with less than $10 billion in trading assets. * Simplified Capital Calculations: Introduced the Community Bank Leverage Ratio (CBLR), a simplified capital measure for banks under a certain asset size (initially $10 billion, later expanded), as an alternative to the complex Basel III risk-based capital rules. * Eased Mortgage Regulations: The bill loosened rules for banks making fewer than 500 mortgages per year, exempting them from certain reporting and consumer protection requirements. Amendments to the Volcker Rule (2019/2020): Regulators further modified the Volcker Rule to clarify and relax restrictions on activities like: * Venture Capital and Loan Securitization: Making it easier for banks to invest in venture capital funds and engage in certain types of securitization. * Trading Desk Compliance: Simplifying the internal compliance requirements for trading desks. * Narrowed Proprietary Trading Definition: Revised the definition to make it easier for banks to argue that trading activity was "market-making" (exempt) rather than banned speculation, and removed a key presumption that short-term trading was illegal. * Expanded "Covered Funds" Exemptions: Excluded various pooled investment vehicles, such as Credit Funds and Venture Capital Funds, from the rule's prohibition, allowing banks to more freely invest in or sponsor these assets. * Tailoring of Enhanced Prudential Standards: Regulators formally adopted rules to "tailor" the severity of post-crisis standards (like stress testing and liquidity requirements) based on the size and complexity of a bank, rather than applying a one-size-fits-all approach. * Relaxation of Trading Rules in Response to COVID-19 (2020): During the pandemic, regulators temporarily and, in some cases, permanently, relaxed certain rules to support market functioning, such as easing restrictions on a bank's ability to trade its own Treasury securities.

Ok-Analysis4121

It's actually new. I need to dig, but there's a new exemption list called "Annex III" that will be new exemptions

Frozen_Shades

Hey Alexa Play Not Everyone Likes Us by Hank III

DieOnYourFeat

Basel III reclassified gold as a tier 1 Asset. There is a huge secular shift rn away from treasuries and into gold. IMO this will put a floor under the price of gold as central banks are the ultimate buy and hold investors. I would be shocked if we do not see 5k gold in the near future. For that matter, 70 dollar silver too, though for different reasons. We shall see. The miners are the place to be, they are a completely different enterprise at 5k gold than 3k gold. They have skyrocketed, but market still has them underpriced.

volckerwasright

Paywalled article, but the opener: President Donald Trump is weighing reclassification of cannabis from a Schedule I drug to Schedule III—a move that would ease restrictions on it but stop short of making pot entirely legal. A decision could be made as soon as this month and is likely by the end of this year, according to people familiar with the matter. As one White House official told us, “All policy and legal requirements and implications are being considered.” https://www.thefp.com/p/maga-and-marijuana-might-become-best

ptwonline

From *Rocky III*: Paulie: [referring to African-Americans] "I don't like these people." Rocky: "You don't like em'? Well maybe they don't like you either Paulie." Paulie: "What'd I ever do to them?" This is Trump complaining about anyone else doing something "hostile" in regards to trade.

unknownnoname2424

NKLR -> https://www.globenewswire.com/news-release/2025/10/09/3164669/0/en/Terra-Innovatum-Announces-Closing-of-Business-Combination-with-GSR-III-Acquisition-Corp-and-Commencement-of-Trading-on-Nasdaq.html

Any_Marketing_8828

Canaan Inc. (CAN.US): Stock Soars on Gas-to-Computing Pilot, Pivoting from Miner Maker to Energy-Driven Computing Service Provider Yesterday, the stock price of Canaan Inc. (Canaan, NASDAQ: CAN) surged by nearly 40% at one point. The driving force behind this sharp market rally was the company's launch of an innovative pilot project in Alberta, Canada — converting discarded natural gas into electricity to power high-performance computing (HPC) equipment, thereby providing energy for Bitcoin mining and AI computing power. This move has transformed Canaan from a "mining machine manufacturer" to an "energy-driven computing service provider," attracting renewed attention from the market. I. From Mining Machine Manufacturing to Energy Innovation: Canaan's "Second Growth Curve" Canaan Inc. has long been renowned for its Bitcoin mining machine brand, Avalon. For years, it was constrained by the volatility of the crypto market cycle and the prices of computing equipment. The pilot project in Calgary, Canada, developed in collaboration with the local energy company Aurora AZ Energy, marks the company's official entry into the new track of "energy-to-computing power" conversion. According to official disclosure, the project utilizes oil and gas resources that would otherwise be flared or discarded. On-site small-scale power generation facilities convert natural gas into electricity to supply 700 Avalon A15 Pro mining machines, with a total power capacity of approximately 2.5MW and a guaranteed 90% uptime. This "Gas-to-Computing" model not only improves energy utilization but also reduces the marginal cost of computing power operations. Industry insiders point out that this signifies Canaan Inc. is breaking free from its reliance on the cyclical nature of pure hardware sales and shifting towards an energy computing business with more stable cash flow and greater expansion potential. II. "Flared Gas-to-Computing" Model: A Key Path for Integration of Mining and AI The model of converting energy into computing power is not an innovation pioneered by Canaan, but the company has endowed it with clearer strategic significance. Over the past few years, a large amount of "flared gas" from oil fields in North America has long been wasted or directly flared, resulting in both energy waste and environmental problems. Canaan's approach is to directly convert these "marginal energy sources" into "marginal computing power," reshaping the distribution logic of computing infrastructure from the energy supply side. More notably, the company emphasized in its press release that this infrastructure will serve not only crypto mining but also AI and high-performance computing (HPC) tasks. This statement reflects a new industry trend — Bitcoin mining farms are being transformed into computing power nodes for AI and data centers. Galaxy Digital has already announced plans to convert its Helios mining farm in Texas into a large-scale AI data center and has secured over 400 million US dollars in financing. Canaan's entry into the "gas-to-electricity-to-computing" sector at this juncture is clearly in line with the global trend of reconstructing computing infrastructure. III. Capital Market Reaction: Resonance of AI and Energy Narrative Drives Bullish Sentiment Following the news release, Canaan Inc.'s stock price rose sharply in U.S. stock trading on Monday, with trading volume surging. The market generally believes that this rally is not only a positive response to the project itself but also reflects capital's enthusiasm for the "AI + Energy + Computing Power" narrative. From a valuation perspective, Canaan's current market capitalization is still far below its 2021 peak, but the market has begun to reprice its potential growth space. Analysts point out that if Canaan can replicate the model of this project and convert idle energy resources into computing power clusters, its energy utilization efficiency and unit computing power cost are expected to significantly outperform its peers. It is worth noting that against the backdrop of the continuous surge in demand for AI computing power, the cost of energy acquisition has become a key bottleneck. Canaan's approach of utilizing marginal energy from oil and gas fields provides a replicable model for "low-carbon, high-computing" operations. IV. Challenges and Prospects: From Bitcoin Mining to "Intelligent Energy Infrastructure" Despite the optimistic market sentiment, industry insiders have warned that this model faces multiple challenges. Firstly, the stability of gas-to-electricity conversion is related to fluctuations in gas supply, which may affect long-term operation and maintenance costs. Secondly, the scheduling architectures for AI computing power and mining computing power are different; to be compatible with both, more investment is needed in software and heat dissipation architectures. Nevertheless, Canaan's direction is undoubtedly forward-looking: against the backdrop of uneven energy supply and soaring data demand, the trend of "computing power moving closer to energy sources" is taking shape. Whether it is the cooperative project with Aurora or the potential North American expansion plan, Canaan is repositioning itself as a "next-generation distributed computing power and energy integration platform." This also explains the strong reaction from the capital market — investors are not only buying into Canaan's mining machine business but also betting on a future of energy digitalization and AI-driven computing power. Conclusion: A Narrative Reconstruction of Energy and Computing Power Canaan Inc.'s pilot project in Calgary may be just a small-scale starting point with 2.5MW, but the direction it represents is highly symbolic. Against the backdrop of global energy transformation and the AI computing power race, Bitcoin mining enterprises are evolving into "energy internet nodes" at an astonishing pace. If Canaan can achieve breakthroughs in technology implementation and commercial replication, the surge in its stock price may only be the prologue to this round of narrative reconstruction.

Any_Marketing_8828

Canaan Inc. (CAN.US): Stock Soars on Gas-to-Computing Pilot, Pivoting from Miner Maker to Energy-Driven Computing Service Provider Yesterday, the stock price of Canaan Inc. (Canaan, NASDAQ: CAN) surged by nearly 40% at one point. The driving force behind this sharp market rally was the company's launch of an innovative pilot project in Alberta, Canada — converting discarded natural gas into electricity to power high-performance computing (HPC) equipment, thereby providing energy for Bitcoin mining and AI computing power. This move has transformed Canaan from a "mining machine manufacturer" to an "energy-driven computing service provider," attracting renewed attention from the market. I. From Mining Machine Manufacturing to Energy Innovation: Canaan's "Second Growth Curve" Canaan Inc. has long been renowned for its Bitcoin mining machine brand, Avalon. For years, it was constrained by the volatility of the crypto market cycle and the prices of computing equipment. The pilot project in Calgary, Canada, developed in collaboration with the local energy company Aurora AZ Energy, marks the company's official entry into the new track of "energy-to-computing power" conversion. According to official disclosure, the project utilizes oil and gas resources that would otherwise be flared or discarded. On-site small-scale power generation facilities convert natural gas into electricity to supply 700 Avalon A15 Pro mining machines, with a total power capacity of approximately 2.5MW and a guaranteed 90% uptime. This "Gas-to-Computing" model not only improves energy utilization but also reduces the marginal cost of computing power operations. Industry insiders point out that this signifies Canaan Inc. is breaking free from its reliance on the cyclical nature of pure hardware sales and shifting towards an energy computing business with more stable cash flow and greater expansion potential. II. "Flared Gas-to-Computing" Model: A Key Path for Integration of Mining and AI The model of converting energy into computing power is not an innovation pioneered by Canaan, but the company has endowed it with clearer strategic significance. Over the past few years, a large amount of "flared gas" from oil fields in North America has long been wasted or directly flared, resulting in both energy waste and environmental problems. Canaan's approach is to directly convert these "marginal energy sources" into "marginal computing power," reshaping the distribution logic of computing infrastructure from the energy supply side. More notably, the company emphasized in its press release that this infrastructure will serve not only crypto mining but also AI and high-performance computing (HPC) tasks. This statement reflects a new industry trend — Bitcoin mining farms are being transformed into computing power nodes for AI and data centers. Galaxy Digital has already announced plans to convert its Helios mining farm in Texas into a large-scale AI data center and has secured over 400 million US dollars in financing. Canaan's entry into the "gas-to-electricity-to-computing" sector at this juncture is clearly in line with the global trend of reconstructing computing infrastructure. III. Capital Market Reaction: Resonance of AI and Energy Narrative Drives Bullish Sentiment Following the news release, Canaan Inc.'s stock price rose sharply in U.S. stock trading on Monday, with trading volume surging. The market generally believes that this rally is not only a positive response to the project itself but also reflects capital's enthusiasm for the "AI + Energy + Computing Power" narrative. From a valuation perspective, Canaan's current market capitalization is still far below its 2021 peak, but the market has begun to reprice its potential growth space. Analysts point out that if Canaan can replicate the model of this project and convert idle energy resources into computing power clusters, its energy utilization efficiency and unit computing power cost are expected to significantly outperform its peers. It is worth noting that against the backdrop of the continuous surge in demand for AI computing power, the cost of energy acquisition has become a key bottleneck. Canaan's approach of utilizing marginal energy from oil and gas fields provides a replicable model for "low-carbon, high-computing" operations. IV. Challenges and Prospects: From Bitcoin Mining to "Intelligent Energy Infrastructure" Despite the optimistic market sentiment, industry insiders have warned that this model faces multiple challenges. Firstly, the stability of gas-to-electricity conversion is related to fluctuations in gas supply, which may affect long-term operation and maintenance costs. Secondly, the scheduling architectures for AI computing power and mining computing power are different; to be compatible with both, more investment is needed in software and heat dissipation architectures. Nevertheless, Canaan's direction is undoubtedly forward-looking: against the backdrop of uneven energy supply and soaring data demand, the trend of "computing power moving closer to energy sources" is taking shape. Whether it is the cooperative project with Aurora or the potential North American expansion plan, Canaan is repositioning itself as a "next-generation distributed computing power and energy integration platform." This also explains the strong reaction from the capital market — investors are not only buying into Canaan's mining machine business but also betting on a future of energy digitalization and AI-driven computing power. Conclusion: A Narrative Reconstruction of Energy and Computing Power Canaan Inc.'s pilot project in Calgary may be just a small-scale starting point with 2.5MW, but the direction it represents is highly symbolic. Against the backdrop of global energy transformation and the AI computing power race, Bitcoin mining enterprises are evolving into "energy internet nodes" at an astonishing pace. If Canaan can achieve breakthroughs in technology implementation and commercial replication, the surge in its stock price may only be the prologue to this round of narrative reconstruction. Canaan Inc. (CAN.US) Risk and Disclaimer: The above content represents only the author's personal views, not the position of Futu Holdings Limited, nor does it constitute any investment advice. Futu makes no guarantee or commitment in this regard. For more information...

Qtips_

I did some serious DD about this Reviva because i dont just follow hype. I've been investing for about a decade and I got burned so many times with penny stocks. Sure, hype and momentum helps but you have to get lucky to get those 50-100-150% gains. With that being said, even though Reviva is biotech (a vertical that I am extremely caution about) it reaaalllyyy caught my attention. They a lot going on for them, like actual facts/truth, not just hype and optimism. Heres couple of points: The clinical data is literally stacking up. Brilaroxazine’s 1-year open label extension (OLE) study just dropped full results showingg sustained, broad-spectrum efficacy across symptom domains and a tolerable safety profile, with a 35% discontinuation rate (which is fucking good in biotech). That gives more credence to it not being a one-off win, but something that might hold in real world / long term settings. Regulatory alignment = huge upside. Reviva already gained FDA “alignment” on how the Phase III program should look for an NDA. If they check all the boxes (two 4-week efficacy trials + long term safety), they could file for approval. That kind of clarity reduces some of the binary “will they/won’t they get approval” risk. They’re diversifying the use case / IP scope. Beyond just schizophrenia, brilaroxazine has orphan designations and patent grants for use in idiopathic pulmonary fibrosis (IPF) and other inflammatory / lung disease areas. That means upside isn’t limited to one indication, if it works in one, it could expand. Valuation is dirt cheap (for what could be in the near future). Sure the stock recently tanked after a public offering, which diluted existing holders but also reset expectations. If the upcoming catalysts deliver, you could see multiple-x upside from here. Sometimes big moves follow big setbacks.

Frozen_Shades

Hey Alexa play Getting Drunk and Falling Down by Hank III

WeakLocalization

So if there is no TACO next week, and China Trade War: Episode III kicks off in earnest, won't that likely fuel more inflation? Like what does the Fed do if there's actually another 50+% import tax slapped on chinese goods? Will we have to root for even worse job market to see more rate cuts?

Embarrassed-Sea-6078

It would be so funny and ironic that the Nobel peace prize committee is indirectly responsible for WW III, which would most likely be one of the deadliest war in the history of mankind, caused indirectly by the Nobel peace prize.

Orange_Codex

To be fair, that's exactly what INTS is. 100% tumour eradication in Phase II and Phase III trials.

Orange_Codex

Their current Phase III.b trials are the kind that take years (multi-centre stable schizophrenia on several continents), and RVPH doesn't have the cash runway to fund them.

5uNmk

Liberation Day III

Historical_Stage2622

[Terra Innovatum Announces Closing of Business Combination](https://www.globenewswire.com/news-release/2025/10/09/3164669/0/en/Terra-Innovatum-Announces-Closing-of-Business-Combination-with-GSR-III-Acquisition-Corp-and-Commencement-of-Trading-on-Nasdaq.html) $NKLR dont listen to this guy you will lose

theduderino38

Cannabis Market on the Brink of a "Seismic Shift": Potential Windfalls for Investors Washington D.C. and Ottawa, ON - North American cannabis investors are closely watching two potentially transformative regulatory changes that could unlock significant value in the struggling sector. In the United States, the long-awaited rescheduling of cannabis from a Schedule I to a Schedule III controlled substance could provide a massive financial boost to American multi-state operators (MSOs). Simultaneously, Canada is considering reforms to its cannabis excise tax, a move that could offer a lifeline to the nation's licensed producers (LPs). For investors with diversified portfolios in the cannabis space, including holdings in Canadian LPs, U.S. MSOs, and cannabis-focused ETFs like YOLO and MSOS, these developments could trigger a substantial re-rating of the entire industry.  U.S. Rescheduling: A Game-Changer for MSOs The potential rescheduling of cannabis in the U.S. is the most significant catalyst on the horizon. Currently, as a Schedule I substance, cannabis companies are subject to Section 280E of the Internal Revenue Code, which prohibits them from deducting ordinary business expenses from their federal tax filings. This results in sky-high effective tax rates, often exceeding 70%, severely hampering profitability and cash flow.  A move to Schedule III would immediately eliminate the burden of 280E, allowing U.S. MSOs to operate with a tax structure comparable to mainstream businesses. This would lead to:  • Dramatically Improved Profitability and Cash Flow: Analysts predict that the removal of 280E could lead to a significant increase in net income and free cash flow for MSOs. This newfound financial flexibility could be used for expansion, debt reduction, and shareholder returns.  • Increased Access to Capital and Banking: While not a panacea, rescheduling would reduce the perceived risk for financial institutions, potentially opening the door to more traditional banking services and lower costs of capital. This would be a crucial step towards normalizing the industry.  • Enhanced Institutional Investment: A less restrictive federal classification would likely attract more institutional investors who have so far remained on the sidelines due to the legal and reputational risks associated with a Schedule I substance. For your holdings in MSOS, the AdvisorShares Pure US Cannabis ETF, this is a direct and powerful catalyst. As this ETF is comprised solely of U.S. cannabis companies, its value is expected to surge on the news of rescheduling. The fund's top holdings, which include major MSOs, would be the primary beneficiaries of the tax relief. Canadian Excise Tax Reform: A Lifeline for LPs Canadian licensed producers have been grappling with a burdensome excise tax structure since the legalization of recreational cannabis in 2018. The current system, which includes a combination of flat-rate and percentage-based taxes, has been criticized for eroding already thin margins and making it difficult to compete with the illicit market.  Proposed reforms aim to create a more equitable and sustainable tax framework. Key changes under consideration include: • Reduced Tax Rates for Smaller Producers: This would provide much-needed relief to craft and smaller-scale cultivators, fostering a more diverse and competitive market. • A Simplified Tax Collection System: Streamlining the tax collection process would reduce the administrative burden on LPs, freeing up resources and improving operational efficiency.  For your holdings in Canadian LPs, these reforms would be a significant positive. Lower taxes would directly translate to improved profitability and a better ability to compete on price with the untaxed illicit market. This could lead to a long-awaited turnaround for many struggling Canadian cannabis companies. Impact on Your Diversified Portfolio ETFs (YOLO and MSOS): • YOLO (AdvisorShares Pure Cannabis ETF): This ETF has a broader mandate, with exposure to both U.S. and Canadian cannabis companies. As of recent filings, a significant portion of its holdings is in the MSOS ETF. This means YOLO is well-positioned to benefit from both U.S. rescheduling and Canadian tax reform. The combined positive sentiment could lead to a substantial increase in YOLO's net asset value.  • MSOS (AdvisorShares Pure US Cannabis ETF): As previously mentioned, this ETF is a pure-play on the U.S. cannabis market and would be the most direct beneficiary of rescheduling. The potential for a significant rally in MSOS is high if and when rescheduling is officially announced.  Call Options (Tilray and Canopy Growth - CGC): Call options give you the right, but not the obligation, to buy a stock at a specific price within a certain timeframe. Positive news, such as the regulatory changes discussed, typically leads to a sharp increase in the underlying stock's price. This can result in a leveraged and potentially exponential return on your call options. • Tilray (TLRY): As a major Canadian LP with a growing international presence, Tilray would benefit from Canadian excise tax reform. Furthermore, any positive sentiment in the broader cannabis market, such as U.S. rescheduling, tends to lift all boats. Favorable news could lead to a significant rally in Tilray's stock, amplifying the returns on your call options. • Canopy Growth (CGC): Similar to Tilray, Canopy Growth would see improved fundamentals from Canadian tax reform. The company also has a strategic interest in the U.S. market and would benefit from the positive sentiment and potential future entry points that rescheduling could create. A surge in Canopy's stock price following these developments would likely lead to a substantial gain on your call options. Potential Returns and Important Considerations It is impossible to predict the exact returns you could see, as market reactions are subject to a multitude of factors. However, given the transformative nature of these potential changes, it is not unreasonable to anticipate a significant repricing of the entire cannabis sector. Some analysts have projected potential upside of 50-100% or even more for certain cannabis stocks in the event of rescheduling. It is crucial to remember that: • These changes are not yet guaranteed: The timeline and final form of both U.S. rescheduling and Canadian tax reform are still subject to political and regulatory processes. • Market volatility is high: The cannabis sector is notoriously volatile, and stock prices can fluctuate wildly based on news and rumors.  • Execution is key: Even with favorable regulations, the long-term success of these companies will depend on their ability to execute their business plans and achieve profitability. In conclusion, your well-diversified portfolio is strategically positioned to capitalize on the potentially seismic shifts in the North American cannabis landscape. While risks remain, the potential for significant returns is substantial should these long-awaited regulatory hurdles be cleared. As always, it is advisable to monitor developments closely and consider your own risk tolerance when making investment decisions.

Orange_Codex

INTS is surging because of a rumour that they'll resume recruitment for an underway Phase III trial. I'm deep in INTS and from their balance sheet, it appears the only way they'll be able to afford doing that is some form of dilution. But the hype train has no brakes, so feel free to use your savings to insulate my entry price against the upcoming reverse split vote ;)

Orange_Codex

A rumour that they'll resume recruiting for an underway Phase III trial.

donkeys_waffles

You do realize they’ve already hit primary and secondary endpoints for 1 of their 2 phase III clinical trials, right?

Orange_Codex

That's probably it. They have completed III.a for acute schizophrenia.

Orange_Codex

Are you sure RVPH is doing that? It's a multi-centre, international Phase III.b for stable schizophrenia. It should take years.

SlightWishbone7345

When I bought at 0.8, the share capital was only tens of millions. Later, they exchanged hundreds of millions of shares for tens of millions in cash, and the buyback plan has not been implemented to this day. Without institutional investment, they would likely reverse split the shares and then fall back to a net cash value of 70 million, as the Phase III clinical trials require significant funding, and they will continue to issue more shares.

SlightWishbone7345

If their product were truly that good, large pharmaceutical companies or institutions would have invested in it. FDA approval and Phase III trials require at least another two years, which implies they will need to continue with at-the-market (ATM) 

SlightWishbone7345

If their product were truly that good, large pharmaceutical companies or institutions would have invested in it. FDA approval and Phase III trials require at least another two years, which implies they will need to continue with at-the-market (ATM) offerings.

Orange_Codex

I vote no. Tomorrow's 'catalyst' is a conference. Their Phase III.b trials are less than halfway to completion and their cash runway doesn't extend for the duration. But this is biotech. The FDA could cough and it tanks; Shkreli could tweet and it moons.

Sidney1973

Brother, the option action is real. They will revive. https://preview.redd.it/2j8aa31n1xtf1.jpeg?width=1290&format=pjpg&auto=webp&s=2eaccc8217bd89e6a8fa24876d2de8d93964c44a Pfizers shift a $7.3 billion bet on metabolic breakthrough. Summary of Pfizer’s (PFE) recent activities and market perception, focusing primarily on their maneuver into the weight-loss drug arena and government-related commitments. The Acquisition and clinical edge I. Corporate Development Strategic Move: Pfizer executed the acquisition of the biotech firm Metsera, Inc. Valuation: The purchase was structured with an initial value of approximately $4.9 billion. The total transaction value could reach up to $7.3 billion, contingent upon Metsera's pipeline hitting specific clinical and regulatory milestones. Market Rationale: This move represents Pfizer's re-entry into the obesity/cardiometabolic drug sector, aiming to secure a significant growth for the late 2025 and into the 2030s. II. The Next-Gen Clinical Pipeline Metsera's assets are designed to solve two problems of current weight-loss injections: frequent dosing and side effects. Lead Injectable: MET-097i (GLP-1 RA) Status: Rapidly advancing toward Phase 3 trials (initiation expected in late 2025). Differentiation: The drug is engineered for once a month injection, providing a major convenience advantage over existing weekly therapies (e.g., Wegovy/Zepbound). Efficacy Data: Mid-stage (Phase 2b) results showed mean placebo-subtracted weight loss of up to 14.1% at 28 weeks, with strong indications of better tolerability compared to competitors. Combination Therapy Backbone: MET-233i (Amylin Analog): This is a non-GLP-1 drug also positioned for monthly dosing. It recently delivered positive Phase 1 data. Combination Goal: The key asset is the prospective single, once-monthly injection combining MET-097i and MET-233i, intended to achieve greater efficacy than monotherapies. Clinical data for this combination is anticipated in late 2025/early 2026. Revenue Projection: Analysts project that the total Metsera portfolio could generate over $5 billion over the next five years, once fully launched (likely late 2020s/early 2030s). III. Patient retention focus. The Industry Problem: Real-world data shows poor patient retention on current weekly GLP-1 drugs, with only 8% to 14% of users remaining on therapy after three years. When patients stop, they regain the weight. Metsera's Solution: By moving to a once-monthly schedule and demonstrating tolerability (fewer G.I. side effects), the Metsera portfolio is positioned to increase long-term patient retention, thereby maximizing the clinical and financial value of the therapy. PAGE 2: Pricing, public policy, and valuation. IV. The Public Policy and Investment Commitment The $70 Billion Pledge: Pfizer publicly committed to channeling an additional $70 billion into U.S. research, development, and domestic capital projects over the next years. The Quid Pro Quo: This investment commitment was made as part of a voluntary agreement with the U.S. government on drug pricing. In exchange, Pfizer secured a crucial three-year exemption from potential new pharmaceutical tariffs and regulatory stability. Pricing Impact: The agreement included lowering costs for Medicaid patients ("Most-Favored-Nation" pricing) and offering select drugs at heavy discounts (up to 85% off list price) through a planned direct-to-consumer website. This move provides certainty by aligning U.S. pricing with other developed countries for newly launched drugs. V. GLP-1 Pricing Structure High Cost Drivers: The cost of GLP-1 drugs (list price of $500 to $1,400 per month) is primarily due to: The absence of government price negotiation in the U.S. Monopoly pricing enabled by patent protection (lack of generic competition). Pricing based on the lifetime value of treating obesity and preventing major cardiovascular events. Metsera Pricing Outlook: While Metsera's drugs have no official price yet, the single monthly dose is likely to be launched with: A high list price (likely $1000 to $1500/month) to maximize revenue from insurers. A deeply discounted self-pay price (likely $499 to $800/month) to compete directly with existing self-pay programs. VI. Market Valuation (PFE Stock) Recent Stock Movement: Pfizer's stock price recently surged (up 6.83% on Oct 1, 2025) following the dual news of the Metsera deal and the government pricing agreement. This reaction indicates the market views the long-term strategic moves as a significant positive. 12-Month Price Forecast: The analyst consensus for Pfizer's (PFE) 12-month target price currently ranges from $29.71 to $36.06. The overall average rating remains Hold but with a bullish skew, factoring in the Metsera pipeline success. Options Market Signal (Jan 2028): Trading in long-dated call options shows market interest centered around a $35 strike price, suggesting that investors view a price of $30 by early 2026 as an achievable success scenario given the potential of the new obesity and cancer portfolio.

Asrikk

I literally just responded to one. I'll just c/p it here too if you don't mind. [https://revivapharma.com/reviva-to-participate-in-key-opinion-leader-webinar-hosted-by-alliance-global-partners/](https://revivapharma.com/reviva-to-participate-in-key-opinion-leader-webinar-hosted-by-alliance-global-partners/) "The unmet medical need and current treatment landscape for patients suffering from symptoms of schizophrenia and ***the phase 3 clinical data of Reviva’s lead drug candidate brilaroxazine for schizophrenia will be discussed***." Brilaroxazine has just wrapped Phase III trials and is expected to move forward with FDA NDA pipeline to go to market. It's had a stellar track record through earlier trials and is poised to become the first-line treatment for Schizophrenia. Coincidentally, they [also have a conference with ROTH tomorrow](https://revivapharma.com/reviva-to-participate-in-the-4th-annual-roth-healthcare-opportunities-conference/) right before the big investor announcement signaling further good news to coming up. Pharmaceuticals, especially ones poised to become a first-line treatments, easily 3-10x on share prices. RVPH, ironically, is also shorted and the short sellers have been struggling to cover with the newfound base of support from the high uptick in holders. Some earlier articles from earlier this year explaining it better: [https://www.nature.com/articles/d43747-021-00068-0](https://www.nature.com/articles/d43747-021-00068-0) [https://www.psychiatrist.com/news/brilaroxazine-arrives-at-its-moment-of-truth/](https://www.psychiatrist.com/news/brilaroxazine-arrives-at-its-moment-of-truth/) [https://www.psychiatrictimes.com/view/open-label-phase-3-study-of-brilaroxazine-for-schizophrenia-shows-efficacy-tolerability](https://www.psychiatrictimes.com/view/open-label-phase-3-study-of-brilaroxazine-for-schizophrenia-shows-efficacy-tolerability) NLM Profile/Trial Data: [https://pubchem.ncbi.nlm.nih.gov/compound/Brilaroxazine](https://pubchem.ncbi.nlm.nih.gov/compound/Brilaroxazine)

Asrikk

[https://revivapharma.com/reviva-to-participate-in-key-opinion-leader-webinar-hosted-by-alliance-global-partners/](https://revivapharma.com/reviva-to-participate-in-key-opinion-leader-webinar-hosted-by-alliance-global-partners/) "The unmet medical need and current treatment landscape for patients suffering from symptoms of schizophrenia and ***the phase 3 clinical data of Reviva’s lead drug candidate brilaroxazine for schizophrenia will be discussed***." Brilaroxazine has just wrapped Phase III trials and is expected to move forward with FDA approval to go to market. It's had a stellar track record through earlier trials and is poised to become the first-line treatment for Schizophrenia. Coincidentally, they also have a conference with ROTH tomorrow right before the big investor announcement signaling further good news to coming up. Pharmaceuticals, especially ones poised to become a first-line treatments, easily 3-10x on share prices. RVPH, ironically, is also shorted and the short sellers have been struggling to cover with the newfound base of support from the high uptick in holders.

Asrikk

Short sellers trying to cover. Hold for the special investor conferences tomorrow where they're poised to announce status of the phase III trials and FDA application status. It has some serious potential.

Orange_Codex

Friendly reminder that RVPH will need to dilute before the completion of its Phase III.b trials.

Orange_Codex

Look for ones with decent cash flow (including milestone payments, federal grants, and commercialisation partnerships), or buy right after dilution - especially in Phase III.

Intelligent-Lab7560

“A document viewed by Filter indicates that the Department of Justice will formally request an extension of a court-ordered “stay” of a legal challenge to marijuana rescheduling proceedings until at least January 27, 2026. That timeline would be far longer than the one suggested by President Donald Trump, who said in August that a decision on whether to move cannabis from Schedule I of the Controlled Substances Act to the less-restrictive Schedule III could be reached within weeks.“

SPAC_Time

[Terra Innovatum and GSR III Acquisition Corp. Announce Shareholder Approval of Business Combination with $130 Million of Total Proceeds Expected at Close](https://www.globenewswire.com/news-release/2025/10/07/3162825/0/en/Terra-Innovatum-and-GSR-III-Acquisition-Corp-Announce-Shareholder-Approval-of-Business-Combination-with-130-Million-of-Total-Proceeds-Expected-at-Close.html) \- GSRT GSRTR "Subject to the satisfaction or waiver of certain closing conditions, the Business Combination is expected to close in the coming days."

MarkvB123

Vote approved https://www.globenewswire.com/news-release/2025/10/07/3162825/0/en/Terra-Innovatum-and-GSR-III-Acquisition-Corp-Announce-Shareholder-Approval-of-Business-Combination-with-130-Million-of-Total-Proceeds-Expected-at-Close.html

Dull_Wrongdoer_3017

Gold is rising due to a powerful convergence of macroeconomic fears and a structural shift in the global financial system. Drivers include persistent inflation, stagflation concerns, and ongoing currency debasement, which fuel gold's traditional role as a safe haven. Simultaneously, a strategic move toward de-dollarization is unfolding, evidenced by the rise of BRICS, its New Development Bank, and foreign central banks not renewing bonds while accumulating gold. This trend is cemented by gold's status as a Tier 1 asset with zero risk weighting under the Basel III accord, making it a prime asset for net settlement. This has triggered a major capital rotation event, now formally recognized in updated portfolio models like Morgan Stanley's 60/20/20 stock/bond/gold allocation.

luvs2splwge

Good call — you’re catching it early. The tech moat is real once you look at how they’re integrating III-V photonics on standard silicon. Volume manufacturing is the entire unlock here.

Orange_Codex

Be careful. In their current cash position, they have to make an offering to fund Phase III.b.

Orange_Codex

IXHL's ResMed rumours have been flying since July. I don't think it will happen before Phase III. Firstly, cannabis treatments are beyond ResMed's recent buying preference (digital health). Secondly, cannabis regulatory troubles may make IXHL an issue between ResMed and ResMed's institutional investors. Thirdly, the data IXHL released wasn't *that* good (a substantial minority saw no improvement). Fourthly, why would ResMed pay for Phase III trials when IXHL can use equity to do so?

LittleBoy1954

Thanks but I already knew this. I've been a SPX credit spread trader since about 2015. 0DTE, 10∆ on the short side, and so on. European style, no early assignment, cash settled, daily expirations (now, not then), favorable tax treatment, high Vol and OI across most strikes, global trading hours. But, that said, any options position can present the trader with some risks including, contrary to your "no assignment headaches" statement assignment risk your should there be a "black swan" event (2∆+) move against your spread and the short side of your spread moves ITM. As to your statement "Most traders lose money because they take undefined risk or don’t understand position sizing" I'd like to see some empirical evidence to support that claim. In any case, I'll read Part III of your tome when it's published. Thank you for taking the time to write it. Best

Orange_Codex

Out of popular tickers (I haven't ran my own scans), NUAI has the potential to go up furthest *if* retail interest returns to last Monday's levels. The short interest is vast and has little more than a lunch break to cover. But it's unlikely the retail train will return in strength without an external catalyst (e.g. DFLI's $300k grant). Possibilities for that are slim at this stage of their data centre's development. RVPH might double on hype prior to an FDA announcement, but, when news is released, it's as likely to plummet as it is to soar (regardless of the news's contents: that's biotech). It's also facing nigh-guaranteed dilution before Q2 2026 and long-term Phase III multi-centre trials just began, so, if things go south, you won't be exiting that bag this side of next Christmas. Overall it's much riskier than the anticipation would have you believe. FEMY is the only one that offers major upside with no immediate reason to plummet. It's a small(ish) float, already has approval, already has a commercialisation agreement, but the off-exchange short volume is huge (57%) and has less than half a day to cover.

Orange_Codex

My main problem with DFLI as a long-term hold (besides the reverse split vote) is its rapidly increasing operating losses. RVPH has funding issues too; its cash runway (c. 6 months) won't last the duration of multi-centre Phase III trials for stable schizophrenia (est. 1-2 years), so there'll have to split or do some form of dilution.

Orange_Codex

Depends entirely on why a stock is rising. IXHL and BTAI I kept until c. 400% because they had reasons to still be going up; DFLI I scalped because I don't understand what it's doing up there and don't want to be a bag-holder. RVPH isn't a long-term hold for now. To get through Phase III (b), they need to reverse split or issue an offering. The current rise is retail hype ahead of an FDA meeting. It doesn't reflect the company's financial position and is likely to end quickly (look at the charts for IXHL and ADIL). It can probably eke out $1, maybe $1.5, but watch volume and social media sentiment like a hawk.

wemust_eattherich

Defense is bonkers also. World war III is good for business. The only thing scarier than holding stocks is holding cash as the dollar loses 20% of its value.

Orange_Codex

You're definitely losing money on this one. They're beginning the second part of Phase III with a limited cash runway, meaning they'll need to reverse split (again) or make a share offering (dilution) to raise funds. The disease their lead product treats is incredibly rare (<10,000 sufferers in a population 800 mil), so there's no huge commercial upside. The good thing is that their study is **huge** relative to the total population size (155 out of 10,000), so eventual approval is very likely - once they have the data, all non-drug factors being equal. I think it's one to put on the watchlist and buy in after the next significant fundraising measure. You can easily lose 30-40% timing this wrong.

Orange_Codex

RVPH gang: the company's Phase III open-label trials are likely long-term (1-2 years) and elongated by being international. Their cash runway doesn't go that far. It's likely they'll issue another offering in Q1 or Q2 2026.

Orange_Codex

RVPH fans: does anyone know if their open-label Phase III trials are for short-term or long-term efficacy data?