Not familiar, but they are super cheap. I'll do some research to see if they have something a bigger company may want.
Anyone investing heavily this year??
- Thread starter rph2005
- Start date
Yeah it's definitely a spec stock, but I haven't done any research on the company....
Thanks. I saw someone talk about it as a super SPEC stock, but wanted to see if it was covered here....
$UNH is not having a great 2025.
Eww. Come on 250
Man it’s so tempting to buy into right now though it seems way oversold. Health insurance is a big money maker and despite this company being a piece of shit. It’s still the biggest health insurer in the country
Did anybody follow my advice, check what AMD doing now
I loaded up on a few shares in early April when it dropped below $100....Doing amazing....LOL
It's also in $SMH as well....
I was shirting bricks for a while bc I bought a $140 call last year lol
When it went to $89 I was sweating
My avg is around $50 something now. Been buying below/around $100. I'm trying to retire.
That $200 ATH was such a tease, but if $AMD can get 10% of the AI TAM that supposed to be $500B+ in a few years...man...
Meta and Microsoft up big in after hours on good earnings
I you would think $ARM would have more revenue. Time to hike those royalties.
Firefly Aerospace is expected to go public with an estimated IPO date of August 7, 2025. The company has initiated its IPO roadshow and plans to offer 16.2 million shares priced between $35 and $39 per share. This price hints towards they are behind in both R&D and debt IMO.
I'll keep my eye on it though.
Another spec AI stock I’ve been looking into. Just sharing
Thoughts on Confluent Earnings Report $CFLT:
Positive
•Revenue grew 20.1% YoY to $282.3M, beating estimates by 1.5%
•Subscription revenue rose 20.5% YoY to $270.8M, making up 96% of total revenue
•Cloud revenue increased 28.2% YoY to $150.5M, accounting for 53% of total revenue
•Operating margin (non-GAAP) improved to 6.3%, up 5.8pp YoY
•Free cash flow margin rose to 3.9%, up 2.7pp YoY
•EPS (non-GAAP) was $0.09, beating estimates by 12.5%
•RPO reached $1.16B, up 30.9% YoY
•Billings grew 54.1% YoY to $333M
•$1M+ ARR customers increased 23.7% YoY to 219
•Flink ARR nearly tripled and now serves 3 $1M+ customers
•WarpStream enabled 30% higher Confluent spend and ~50% lower infra costs
•Partner-sourced revenue exceeded 20% of total over the past year
•Late-stage pipeline grew 40%+ QoQ, indicating future growth momentum
Neutral
•International revenue grew 28.5% YoY to $118M, now 42% of total revenue
•United States revenue grew 14.7% YoY to $164.3M, 58% of total revenue
•Platform revenue grew 12% YoY to $120.3M
•Operating expenses declined as a share of revenue (S&M -1.6pp, R&D -2.5pp, G&A -0.8pp)
•Diluted shares increased 3.7% YoY, offset by -1.3pp QoQ
•FY25 guidance slightly raised to $1.105B–$1.110B, +20.1% YoY
Negative
•Net margin remained negative at -29.0%, despite improving 9.2pp YoY
•Net new ARR dropped to $45M, down 36.9% YoY
•NRR declined to 114% from 117% QoQ
•GRR slipped below 90%, reflecting cloud optimization pressure
•$100K+ ARR customers grew 10.2% YoY, adding only 27 new accounts
•CAC payback lengthened to 38.3 months, up +17.3 YoY
•R&D Index (RDI) fell to 0.84, down 0.10 YoY
•SBC/revenue remained high at 38%, up 0.4pp QoQ
•A large AI-native customer reduced cloud usage significantly, pressuring Q4 cloud growth
•Mid-market growth softened, especially in $20K–$100K bands due to macro optimization
Thoughts on Confluent Earnings Report $CFLT:
Positive
•Revenue grew 20.1% YoY to $282.3M, beating estimates by 1.5%
•Subscription revenue rose 20.5% YoY to $270.8M, making up 96% of total revenue
•Cloud revenue increased 28.2% YoY to $150.5M, accounting for 53% of total revenue
•Operating margin (non-GAAP) improved to 6.3%, up 5.8pp YoY
•Free cash flow margin rose to 3.9%, up 2.7pp YoY
•EPS (non-GAAP) was $0.09, beating estimates by 12.5%
•RPO reached $1.16B, up 30.9% YoY
•Billings grew 54.1% YoY to $333M
•$1M+ ARR customers increased 23.7% YoY to 219
•Flink ARR nearly tripled and now serves 3 $1M+ customers
•WarpStream enabled 30% higher Confluent spend and ~50% lower infra costs
•Partner-sourced revenue exceeded 20% of total over the past year
•Late-stage pipeline grew 40%+ QoQ, indicating future growth momentum
Neutral
•International revenue grew 28.5% YoY to $118M, now 42% of total revenue
•United States revenue grew 14.7% YoY to $164.3M, 58% of total revenue
•Platform revenue grew 12% YoY to $120.3M
•Operating expenses declined as a share of revenue (S&M -1.6pp, R&D -2.5pp, G&A -0.8pp)
•Diluted shares increased 3.7% YoY, offset by -1.3pp QoQ
•FY25 guidance slightly raised to $1.105B–$1.110B, +20.1% YoY
Negative
•Net margin remained negative at -29.0%, despite improving 9.2pp YoY
•Net new ARR dropped to $45M, down 36.9% YoY
•NRR declined to 114% from 117% QoQ
•GRR slipped below 90%, reflecting cloud optimization pressure
•$100K+ ARR customers grew 10.2% YoY, adding only 27 new accounts
•CAC payback lengthened to 38.3 months, up +17.3 YoY
•R&D Index (RDI) fell to 0.84, down 0.10 YoY
•SBC/revenue remained high at 38%, up 0.4pp QoQ
•A large AI-native customer reduced cloud usage significantly, pressuring Q4 cloud growth
•Mid-market growth softened, especially in $20K–$100K bands due to macro optimization
I took a look at this one.
- High cash burn
- Money loss YoY
- Stock dilution
- Gimmick keywords (AI powered satellites? / Edge computing in space?)
Overall, their contracts and partnerships are weak. Their products are meh with no real structure to their mission. If you want to throw a $100 (100 shares) to sit on as a spec play, it wont hurt much, but they need to get a plan in order for me to consider them.
Are you guys familiar with a stock ticker symbol PROK? This is the info I got from using ChatGPT.
The stock experienced a significant surge of 9X a few weeks ago, but I’m focusing on the long-term potential. If their medication proves effective and significantly improves kidney function, it could lead to a substantial increase in its value.
ProKidney (PROK) is pretty unique because it’s developing an autologous (patient-derived) cell therapy to regenerate kidney function — specifically to delay or stop progression to dialysis in chronic kidney disease (CKD).
That’s very different from just managing symptoms or slowing decline with drugs.
⸻
Are There Other Companies Doing This?
Here’s how the field breaks down:
Direct “Regenerative / Cell Therapy” for CKD
Very few public companies.
ProKidney is one of the only late-stage biotechs doing an autologous cell therapy for CKD that’s already in Phase 3.
Closest peers:
• RepliCel Life Sciences (REPCF) (Canada OTC) — Has preclinical cell therapy for diabetic nephropathy, but they’re tiny, very early, and underfunded.
• Stempeutics / Cipla (private/India) — Developed a mesenchymal stem cell therapy for CKD (Stempeucel), but it’s regionally focused and not widely commercial.
Bottom line: No direct big public peer yet. ProKidney is first to run a pivotal trial.
⸻
Broader Kidney Regeneration Plays
Some biotechs are tackling renal fibrosis or CKD progression using other advanced platforms:
• Chinook Therapeutics (was KDNY, acquired by Novartis in 2023): They did targeted therapies for IgA nephropathy (not cell therapy).
• Travere Therapeutics (TVTX): Focuses on rare kidney diseases (e.g., FSGS, IgA nephropathy) using biologics, not regenerative cell therapies.
• Vertex Pharmaceuticals (VRTX): Investing heavily in genetic and cell therapies for type 1 diabetes — and recently pivoted to use its tech for potential kidney organoid research. But that’s preclinical.
⸻
Long-Term Frontier: Kidney Bioengineering & Xenotransplant
Some big research areas aim to grow new kidney tissue:
• United Therapeutics (UTHR): Investing in xenotransplant (pig organs) and 3D bioprinting human kidneys.
• eGenesis Bio (private): Gene editing pigs for transplantable kidneys.
• Miromatrix Medical (MIRO): Focused on bioengineered organs (acquired by United Therapeutics).
These are more about replacement than regenerating your existing kidney.
ProKidney is genuinely unique in its late-stage regenerative approach for CKD:
• Autologous, targeted, aims to restore function.
• Huge market — if they pull it off, they’ll basically define this niche.
If you want indirect exposure:
• You could pair it with bigger kidney care names (TVTX, VRTX) for diversification.
• Or add a wild longer-term bet like UTHR for organ engineering.
But in this specific lane (autologous renal cell therapy) — ProKidney is first in line.
@DC_Dude @HellBoy
The stock experienced a significant surge of 9X a few weeks ago, but I’m focusing on the long-term potential. If their medication proves effective and significantly improves kidney function, it could lead to a substantial increase in its value.
ProKidney (PROK) is pretty unique because it’s developing an autologous (patient-derived) cell therapy to regenerate kidney function — specifically to delay or stop progression to dialysis in chronic kidney disease (CKD).
That’s very different from just managing symptoms or slowing decline with drugs.
⸻
Are There Other Companies Doing This?
Here’s how the field breaks down:
Direct “Regenerative / Cell Therapy” for CKDVery few public companies.
ProKidney is one of the only late-stage biotechs doing an autologous cell therapy for CKD that’s already in Phase 3.
Closest peers:
• RepliCel Life Sciences (REPCF) (Canada OTC) — Has preclinical cell therapy for diabetic nephropathy, but they’re tiny, very early, and underfunded.
• Stempeutics / Cipla (private/India) — Developed a mesenchymal stem cell therapy for CKD (Stempeucel), but it’s regionally focused and not widely commercial.
Bottom line: No direct big public peer yet. ProKidney is first to run a pivotal trial.
⸻
Broader Kidney Regeneration PlaysSome biotechs are tackling renal fibrosis or CKD progression using other advanced platforms:
• Chinook Therapeutics (was KDNY, acquired by Novartis in 2023): They did targeted therapies for IgA nephropathy (not cell therapy).
• Travere Therapeutics (TVTX): Focuses on rare kidney diseases (e.g., FSGS, IgA nephropathy) using biologics, not regenerative cell therapies.
• Vertex Pharmaceuticals (VRTX): Investing heavily in genetic and cell therapies for type 1 diabetes — and recently pivoted to use its tech for potential kidney organoid research. But that’s preclinical.
⸻
Long-Term Frontier: Kidney Bioengineering & XenotransplantSome big research areas aim to grow new kidney tissue:
• United Therapeutics (UTHR): Investing in xenotransplant (pig organs) and 3D bioprinting human kidneys.
• eGenesis Bio (private): Gene editing pigs for transplantable kidneys.
• Miromatrix Medical (MIRO): Focused on bioengineered organs (acquired by United Therapeutics).
These are more about replacement than regenerating your existing kidney.
ProKidney is genuinely unique in its late-stage regenerative approach for CKD:
• Autologous, targeted, aims to restore function.
• Huge market — if they pull it off, they’ll basically define this niche.
If you want indirect exposure:
• You could pair it with bigger kidney care names (TVTX, VRTX) for diversification.
• Or add a wild longer-term bet like UTHR for organ engineering.
But in this specific lane (autologous renal cell therapy) — ProKidney is first in line.
@DC_Dude @HellBoy
"Arm Holdings shares tumbled nearly 13% in early trading on Thursday as the chip tech provider's plan to invest in its own chip development, which would bite into future profits, disappointed investors.
The company's decision to ramp up investment in chip creation marks a significant pivot from its legacy business model of licensing intellectual property to the likes of Nvidia and Amazon, which already design their own chips."
The company's decision to ramp up investment in chip creation marks a significant pivot from its legacy business model of licensing intellectual property to the likes of Nvidia and Amazon, which already design their own chips."
Key takeaways
- Qualcomm beat analysts' estimates for its fiscal third quarter, but the stock fell Thursday morning.
- Some of the chipmaker's revenue growth was slower than expected, while its fourth-quarter outlook was roughly in line with analysts' projections.
- JPMorgan analysts said they expect Qualcomm's revenue growth will be "constrained" in the next two years as it loses Apple as a major customer.
Not familiar with this company but looks interestingAre you guys familiar with a stock ticker symbol PROK? This is the info I got from using ChatGPT.
The stock experienced a significant surge of 9X a few weeks ago, but I’m focusing on the long-term potential. If their medication proves effective and significantly improves kidney function, it could lead to a substantial increase in its value.
ProKidney (PROK) is pretty unique because it’s developing an autologous (patient-derived) cell therapy to regenerate kidney function — specifically to delay or stop progression to dialysis in chronic kidney disease (CKD).
That’s very different from just managing symptoms or slowing decline with drugs.
⸻
Are There Other Companies Doing This?
Here’s how the field breaks down:
Very few public companies.
ProKidney is one of the only late-stage biotechs doing an autologous cell therapy for CKD that’s already in Phase 3.
Closest peers:
• RepliCel Life Sciences (REPCF) (Canada OTC) — Has preclinical cell therapy for diabetic nephropathy, but they’re tiny, very early, and underfunded.
• Stempeutics / Cipla (private/India) — Developed a mesenchymal stem cell therapy for CKD (Stempeucel), but it’s regionally focused and not widely commercial.
Bottom line: No direct big public peer yet. ProKidney is first to run a pivotal trial.
⸻
Some biotechs are tackling renal fibrosis or CKD progression using other advanced platforms:
• Chinook Therapeutics (was KDNY, acquired by Novartis in 2023): They did targeted therapies for IgA nephropathy (not cell therapy).
• Travere Therapeutics (TVTX): Focuses on rare kidney diseases (e.g., FSGS, IgA nephropathy) using biologics, not regenerative cell therapies.
• Vertex Pharmaceuticals (VRTX): Investing heavily in genetic and cell therapies for type 1 diabetes — and recently pivoted to use its tech for potential kidney organoid research. But that’s preclinical.
⸻
Some big research areas aim to grow new kidney tissue:
• United Therapeutics (UTHR): Investing in xenotransplant (pig organs) and 3D bioprinting human kidneys.
• eGenesis Bio (private): Gene editing pigs for transplantable kidneys.
• Miromatrix Medical (MIRO): Focused on bioengineered organs (acquired by United Therapeutics).
These are more about replacement than regenerating your existing kidney.
ProKidney is genuinely unique in its late-stage regenerative approach for CKD:
• Autologous, targeted, aims to restore function.
• Huge market — if they pull it off, they’ll basically define this niche.
If you want indirect exposure:
• You could pair it with bigger kidney care names (TVTX, VRTX) for diversification.
• Or add a wild longer-term bet like UTHR for organ engineering.
But in this specific lane (autologous renal cell therapy) — ProKidney is first in line.
@DC_Dude @HellBoy
They also have a couple diabetes trials in their pipeline. Cheap enough to treat as a spec play. Biotech is a crap shoot when it comes FDA approvals and trial success. UBS gave it a profit target of $8.Are you guys familiar with a stock ticker symbol PROK? This is the info I got from using ChatGPT.
The stock experienced a significant surge of 9X a few weeks ago, but I’m focusing on the long-term potential. If their medication proves effective and significantly improves kidney function, it could lead to a substantial increase in its value.
ProKidney (PROK) is pretty unique because it’s developing an autologous (patient-derived) cell therapy to regenerate kidney function — specifically to delay or stop progression to dialysis in chronic kidney disease (CKD).
That’s very different from just managing symptoms or slowing decline with drugs.
⸻
Are There Other Companies Doing This?
Here’s how the field breaks down:
Very few public companies.
ProKidney is one of the only late-stage biotechs doing an autologous cell therapy for CKD that’s already in Phase 3.
Closest peers:
• RepliCel Life Sciences (REPCF) (Canada OTC) — Has preclinical cell therapy for diabetic nephropathy, but they’re tiny, very early, and underfunded.
• Stempeutics / Cipla (private/India) — Developed a mesenchymal stem cell therapy for CKD (Stempeucel), but it’s regionally focused and not widely commercial.
Bottom line: No direct big public peer yet. ProKidney is first to run a pivotal trial.
⸻
Some biotechs are tackling renal fibrosis or CKD progression using other advanced platforms:
• Chinook Therapeutics (was KDNY, acquired by Novartis in 2023): They did targeted therapies for IgA nephropathy (not cell therapy).
• Travere Therapeutics (TVTX): Focuses on rare kidney diseases (e.g., FSGS, IgA nephropathy) using biologics, not regenerative cell therapies.
• Vertex Pharmaceuticals (VRTX): Investing heavily in genetic and cell therapies for type 1 diabetes — and recently pivoted to use its tech for potential kidney organoid research. But that’s preclinical.
⸻
Some big research areas aim to grow new kidney tissue:
• United Therapeutics (UTHR): Investing in xenotransplant (pig organs) and 3D bioprinting human kidneys.
• eGenesis Bio (private): Gene editing pigs for transplantable kidneys.
• Miromatrix Medical (MIRO): Focused on bioengineered organs (acquired by United Therapeutics).
These are more about replacement than regenerating your existing kidney.
ProKidney is genuinely unique in its late-stage regenerative approach for CKD:
• Autologous, targeted, aims to restore function.
• Huge market — if they pull it off, they’ll basically define this niche.
If you want indirect exposure:
• You could pair it with bigger kidney care names (TVTX, VRTX) for diversification.
• Or add a wild longer-term bet like UTHR for organ engineering.
But in this specific lane (autologous renal cell therapy) — ProKidney is first in line.
@DC_Dude @HellBoy
Nice find. I may buy this one in my robinhood acount (since I never log in there) as a lotto.
PROKIDNEY CP (PROK) Upgraded to Strong Buy: What Does It Mean for the Stock?
PROKIDNEY CP (PROK) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Levels to watch.
Bump
AWS numbers loom large
Damn Apple
Asked about the potential for AI devices such as those being developed by OpenAI to threaten sales of the iPhone, Cook said he believed they were likely to be complements to the iPhone, not replacements.
“It’s difficult to see a world where iPhone is not living in it,” Cook told analysts on the earnings call.
Hope y'all didn't miss that Figma boat!
I’m quite certain that the conference call in Summer of 2007 at Research in Motion "AKA" Blackberry was quite similar. Now, in 2025, the company is barely in existence.
BlackBerry Limited - Wikipedia
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