$CIFR Be ready. After Abbot win and audit approvals, tons of new deals ahead, not only CIPHER, but many other players also. There is no hurry to sign, terms are improving. I expect Ulysses or Odessa or Reveille deal before Q3 report or with that (not in abbot audit process). 1GW big project will be sold in December (assuming audit approval). They will start the build-out right after the approval. Massive deal ahead.

$SOAR $1.1 billion to multi-site AI infrastructure. New sites likely be announced prior Christmas .. IMO

$CRML $MP $REMX $USAR Tanbreez/CRML has Yttrium.

$UAMY Daily technical indicators are already starting to show early divergence—UAMY daily MACD histogram turned positive and its Stochastic Oscillator recently crossed out of deep oversold territory meaning that the downward selling momentum is decelerating imo

$TENX Tenax Therapeutics officially requested a Type C meeting with the FDA on October 8, 2026, following the failure of its Phase 3 LEVEL trial. Under standard FDA performance goals (PDUFA VII) for a Type C meeting, the FDA typically provides its written responses or meeting minutes within 21 days of the request if it is handled via written responses only (WRO). Counting 21 days from their October 8 filing places the expected FDA answer timeline precisely around October 29, 2026. What to Know About the Meeting • The Goal: Tenax Therapeutics is seeking the FDA's alignment on an "enrichment strategy" for its ongoing development of TNX-103 (oral levosimendan). • The Reason: While the drug missed its primary endpoint in the broad Phase 3 LEVEL trial, a prespecified subgroup of patients with more severe disease limitation (baseline 6-minute walk distance under 333 meters) showed a statistically significant 26.3-meter improvement over the placebo.

$IBRX Our good Dr. Pat us posting on a Saturday again:

$HYPE Hyperliquid Strategies said on Friday that its board approved raising its stock repurchase program from $30 million to up to $100 million. About $72 million remained available under the expanded authorization, which meant that the company had already used roughly $28 million. The program's end date also moved from December 5, 2026, to October 31, 2027. The company said the increase reflected the “Board's confidence in the Company's long-term capital strategy."

$FCEL Reuters, October 23, 2026: FuelCell Energy CEO Jason Few told Reuters he expects data centers and related businesses to account for 75–85% of FCEL's business within the next 2–3 years, up from approximately 25–30% today. The interview comes as Rystad Energy projects annual data-center fuel-cell investment could reach $30 billion by 2030, compared with $2.8 billion in 2025. This is a significant indication of where FCEL management sees its future growth coming from.

$WULF TeraWulf has signed a 20-year lease agreement to provide approximately 401 megawatts (MW) of IT capacity to Anthropic at its "Justified" Data Campus. Additionally, the company announced that it has increased its senior secured revolving credit facility by approximately 60%, bringing the total commitment to roughly $400 million. This move enhances the company’s borrowing capacity, aimed at supporting the development of data centers for artificial intelligence (AI) clients. According to a filing with the U.S. Securities and Exchange Commission (SEC), the Easton, Maryland-based company amended the credit agreement on Friday, raising the total commitment from the previous $250 million. Morgan Stanley Senior Funding, Inc. serves as the administrative agent and collateral agent for the credit facility.

$PLTR Citi raised its Palantir price target to $250 from $245 on Oct. 22 and expects U.S. commercial revenue to grow more than 140%, according to TipRanks. Palantir's growth has made a beat the baseline Investors have several reasons to expect even better results from Palantir. Second-quarter revenue surged 93% year over year to $1.94 billion, while U.S. commercial revenue jumped 149% to $764 million. U.S. government revenue rose 90% to $809 million. The company also closed 220 deals worth at least $1 million during the quarter, including 98 worth at least $5 million and 73 worth at least $10 million. With adjusted free cash flow of $1.22 billion, the margin was 63%. Palantir reported that U.S. commercial residual deal value, or contractual work that hasn't yet been recorded as revenue, increased 124% to $6.24 billion.

$GNS If you have been following the SEC filings for GNS (Genius Group), you would know that those previous purchases have already been completed; there is now a new directive to acquire an additional 20% stake. Furthermore, CEO Roger Hamilton has personally purchased shares of the company. On September 30, 2026, he executed a large-scale purchase on the open market, acquiring 1,000,000 shares of GNS at an average price of $0.15 per share.

$INFQ What matters most: NASA already moved to a $20M follow-on. Illinois is already - contracted. Innovate UK is - £9M funded. DOE has - 3 funded projects. Japan is already - operational. CHIPS is at - up to $100M LOI. And INFQ says it already has 3 customers developing logical-qubit circuits on Sqale. That’s why I’m watching for the next step: a real commercial contract. That could change the story very quickly.

$AAOI good entry point for a swing trade IMO. Building a position going into earnings and will sell cover calls on the ride up

$SLS Major dates coming up: If no news till then, I think the Nov. 4 date is most important !! If SELLAS remains quiet about REGAL and SLS009 until then, the ASH abstract release could become the next important opportunity for investors to learn something new. October 28: Late-breaking abstract submission deadline. November 4: Regular abstracts become publicly available. December 7: Late-breaking abstracts become publicly available. December 12–15: ASH annual. Constructive comments are appreciated and welcome!!

$BYND vertical farming + AI, waiting for the presser