APLD is the most straightforward AI-infrastructure setup in the video: 1.41 GW leased across five campuses, ~$36B of contracted revenue, 322% last-quarter revenue growth, and a chart sitting on a repeated 19-23 floor after huge post-news pops and deep givebacks. RDW is framed as a space/defense re-rate that already ran from $8.69 to 26.66/26.64 on SpaceX and defense headlines, then collapsed back below $11 despite $117M quarterly revenue, a $542M backlog, and $558M cash. CCXI is the SPAC merger trade: the shell-to-deal cycle, $620M+ trust cash if redemptions stay light, and a post-close setup whose floor disappears at merger closing. ONCY is the biotech outlier: one drug, multiple GI indications, FDA alignment, fast tracks, and a readout-dependent path with the next key event as interim REO033 data by year-end.
APLD has rebuilt from a 2022 $1 Bitcoin-miner host into AI data campuses renting power and cooling, with 1.41 GW leased across five campuses in North Dakota, Louisiana, and Alabama.
APLD reported about $342M revenue last quarter versus about $81M a year earlier, up 322%, and carries about $36B of contracted revenue over the life of its leases.
APLD announced a 1-GW site in Finland on top of its existing footprint, and its June 2025 CoreWeave lease news sent the stock up about 48% in one day and nearly 2x in a week.
APLD’s other lease headlines also moved hard: a May $7.5B lease announcement lifted it about 21% in a day, while an October 2025 $5B lease pop faded to a red close.
APLD’s last six earnings reactions were down 36%, up 31%, up 16%, up 8%, down 8%, and one flat; next report is expected around early January.
APLD is sitting on a proven 19-23 floor after prior stops at 19 in November 2025, 20 in March 2026, and about 23 in July 2026; a close below 19 breaks the setup and puts mid-teens in play.
APLD’s upside map is the 50-day in the high 20s, then 32-33 where the 200-day and August high stack, then the low 40s, then the old 50+ high from late May 2026.
APLD is below its 50-day in the high 20s and its 200-day in the low 30s, with about 21% of the float short and prior bounces off 19-23 of 120%, 150%, and 44%.
RDW ran from $8.69 on May 5 to $17.49 by May 24, tagged 26 and change on May 28, and tripled in 16 trading days before the SpaceX-era euphoria reversed.
RDW later fell to $12 on June 24, then $7.76 by late July, after the stock was warned to expect profit taking around the SpaceX IPO and after a June plan to sell up to $500M of new stock.
RDW’s business now spans space hardware and defense after buying Edge Autonomy in 2025; Edge Autonomy’s Stalker and Penguin drones serve the US military and NATO allies.
RDW last quarter posted $117M revenue, up almost 90%, with a record $542M backlog, about $1.40 in new orders for every $1 built, and 2025 revenue guidance of $450M-$500M.
RDW has about $558M in cash and less than $50M in debt, with the stock valued around $2.5B and nearly a quarter of that value sitting in cash.
RDW’s chart has a ceiling at 26 and change, a floor at $7.5-$8, and moving averages around $11; a close above $11 reclaims the line, while a close below $7.5-$8 puts $5 back in play.
CCXI is a SPAC that will merge with Agility Robotics under a deal valuing Agility at $2.5B and bringing in more than $620M in cash if redemptions stay light.
Agility’s Digit robot has logged more than 65,000 hours of paid work, is used at GXO, Schaeffler, and Toyota’s Canada plant, and its Digit 5 is built to lift 50 lb and work about 10 minutes for every 1 minute charging.
Agility has more than $300M in multi-year orders for about 1,000 Digit 5 robots, implies roughly $100M a year in recurring revenue, and plans a 10,000-robot-a-year Oregon factory; the robots rent for about $8,500 a month.
CCXI traded flat near $10 from February through June, then jumped from just under $10 to almost $20 in 9 trading days after the June 24 deal announcement, before fading to about $11 on lower highs.
CCXI’s key reference points are the trust floor a little over $10 plus redemption interest while the merger is pending, then no floor after closing; upside doors are 12-12.5, 13.5-14, 18.5, and the high near 20.
Oncolytics’ pelarep is being developed for GI cancers, with more than 1,200 patients treated, and the company is targeting hard-to-treat colorectal RAS-mutant disease and anal cancer.
REO022 in colorectal cancer posted about 33% response versus roughly 6%-11% historically, 16.6 months median time to progression versus about 5.7 months historically, and 27 months median overall survival versus about 11.2 months.
REO033 is a randomized study of standard care versus standard care plus pelarep in about 60 patients, and the FDA’s August feedback supported expanding it into a pivotal part B where response rate could support accelerated approval and time-to-growth could support full approval.
In anal cancer, the goblet study paired pelarep with a checkpoint drug, produced about a 30% response rate and 82% 12-month survival versus about 46% historically, and led to FDA alignment in April plus fast track in July.
ONCY received a June US patent on commercial-scale manufacturing that runs into 2044, and the next major catalyst is interim REO033 data by the end of this year.