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[@listingtrack](/creator/twitter/listingtrack)
"Prominent Activism & Short Reports from this week - Pepsi $PEP: Activist Elliott disclosed a $4B stake and launched an activist campaign focused on reviving growth citing underperformance in NA beverages and weak strategy execution. - Comerica $CMA: HoldCo Asset Mgmt is preparing a proxy fight urging a sale due to mismanaged rate exposure and poor long-term returns. Plans to nominate directors if no action is taken. - Super X AI $SUPX: J Capital published a short report alleging SUPX is a design firm posing as an AI company with faked logos copied specs and misleading announcements. - BILL"  
[X Link](https://x.com/listingtrack/status/1964036506361757889) [@listingtrack](/creator/x/listingtrack) 2025-09-05T18:42Z 75.4K followers, 3158 engagements


"Write up from the newsletter: Anfield Energy ( $AEC $126M market cap) uplisted to NASDAQ on Thursday Sep XX and is one of three U.S.-listed uranium equities with direct ownership of a fully licensed conventional mill. Its Shootaring Canyon facility in Utah is licensed for X million lbs UO per year with an application pending to expand to X million lbs and a restart targeted for 2026. The other two licensed facilities: White Mesa Mill (8M lbs owned by $UUUU) and Sweetwater Mill (4M lbs; owned by $UEC) The nuclear Executive Order signed on May XX 2025 required the Department of Energy to"  
[X Link](https://x.com/listingtrack/status/1970137399238721889) [@listingtrack](/creator/x/listingtrack) 2025-09-22T14:45Z 75.4K followers, 7194 engagements


"Last weeks Theme Performance: Quantum saw Rigetti Computing $RGTI up XX% Nuclear's top gainer was KULR $KULR at XX% and Defense was paced by BlackSky Technology $BKSY surging 30%. In Core AI /Infra SanDisk $SNDK rallied XX% Pagaya Technologies $PGY dropped 15%. Next Wave AI saw Richtech Robotics $RR soar XX% and Klaviyo $KVYO fall 16%. New Space's top mover was AST SpaceMobile $ASTS up XX% while Firefly Aerospace $FLY sank 24%. Big Tech was led by NVIDIA $NVDA up X% and Netflix $NFLX down 5%. Logistics/LogTech featured Symbotic $SYM up XX% and Forward Air $FWRD down 12%"  
[X Link](https://x.com/listingtrack/status/1975112754492010573) [@listingtrack](/creator/x/listingtrack) 2025-10-06T08:15Z 75.4K followers, 4537 engagements


"2 new listings to watch today: $AEXA American Exceptionalism I: Chamath's return to the SPAC world. Targeting Energy AI DeFi and Defense. $BTQ BTQ Technologies: Uplisting from OTC. First quantum computing pure play listing since 2022"  
[X Link](https://x.com/listingtrack/status/1971513198340866425) [@listingtrack](/creator/x/listingtrack) 2025-09-26T09:52Z 75.4K followers, 8651 engagements


"Checking in on the last X listings above $2B market cap (return from IPO) $FRMI +36% $NP +52% $KDK -XX% $PTRN +2% $NTSK +22% $STUB -28%"  
[X Link](https://x.com/listingtrack/status/1975113759837532181) [@listingtrack](/creator/x/listingtrack) 2025-10-06T08:19Z 75.4K followers, 4514 engagements


"EAs record $55B take-private Genmabs $8B Merus buy Rocket closes $14.2B Mr. Cooper deal plus XX new listings including Fermi $6.6B OpenAI secondary at $500B valuation mega AI raises from Vercel Supabase & Cohere and CoreWeaves $14.2B Meta dealcovered industry by industry. Access the latest Free Event Driven Edge newsletter below"  
[X Link](https://x.com/listingtrack/status/1975114428665229642) [@listingtrack](/creator/x/listingtrack) 2025-10-06T08:22Z 75.4K followers, 2809 engagements


"Major M&A action to watch this week: - T. Rowe Price which owns XXXX% of Dayforce $DAY publicly opposed the companys proposed acquisition by Thoma Bravo and intends to vote against the deal - Johnson & Johnson $JNJ is in talks to acquire immunology and oncology biotech Protagonist Therapeutics $PTGX - Warner Bros. Discovery $WBD has rejected an initial takeover proposal from Paramount Skydance $PSKY deeming the offer of $XX per share or a value of $XX billion too low. Paramount Skydance CEO David Ellison ha also reportedly been in discussions with PE firms including Apollo to help finance the"  
[X Link](https://x.com/listingtrack/status/1977657522564579378) [@listingtrack](/creator/x/listingtrack) 2025-10-13T08:47Z 75.4K followers, 3283 engagements


"Novo Nordisk $NVO to buy Akero $AKRO for $4.7B Merck $MRK closes Verona $VRNA at $10B Comerica $CMA agrees to a $10.9B Fifth Third $FITB merger and $AMD surges XX% on a landmark OpenAI GPU deal. Plus X new IPOs and a fresh wave of mega AI financings from xAI Reflection AI and N8n. Read the latest Event Driven Edge newsletter for free. Access below"  
[X Link](https://x.com/listingtrack/status/1977728553601884623) [@listingtrack](/creator/x/listingtrack) 2025-10-13T13:30Z 75.4K followers, 3187 engagements


"Update on the pure-play SMR stocks. The list includes current market caps and US licensing status. As a reminder the DOE's Nuclear Reactor Pilot Program selected XX companies only X public/going public (Oklo $OKLO itself plus its subsidiary Atomic Alchemy and Terrestrial Energy $HOND). $OKLO Oklo Market Cap: $26.9B Passed NRC readiness assessment in July 2025 and is preparing to submit the first phase of its combined license application for the Aurora powerhouse at Idaho National Lab. Selected for X of the XX total DOE pilot awards.) $SMR NuScale Power Market Cap: $13.3B Licensing Status:"  
[X Link](https://x.com/listingtrack/status/1978164859486236930) [@listingtrack](/creator/x/listingtrack) 2025-10-14T18:23Z 75.4K followers, 20.6K engagements