Gene Therapy Bet Revives 32% Overnight

A battered biotech name is staging a surprise comeback after a wave of restructuring and regulatory clarity. A global chip leader just posted blowout profits thanks to booming AI demand. And a high-end casino operator is stacking chips after hitting record margins. Here's what traders are watching this morning.

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Taiwan Semiconductor Manufacturing Company [TSM] delivered a blowout second quarter, with profit jumping 61% year-over-year to NT$398.27 billion ($12.6 billion), driven by booming demand for AI chips.

Revenue climbed nearly 39% to NT$933.8 billion ($31.7 billion), beating estimates and marking a record for the world's largest contract chipmaker. TSMC’s high-performance computing segment, home to its AI and 5G processors, accounted for 60% of total sales, up from 52% last year, as the company continues to benefit from strong orders from clients like Nvidia and Apple.

Management guided third-quarter revenue to be between $31.8 billion and $33 billion, representing an 8% sequential increase at the midpoint, and expects full-year U.S. dollar revenue to grow by 30%. Advanced chip nodes (7nm and below) now make up 74% of wafer revenue, underscoring TSMC’s positioning at the leading edge of semiconductor technology.

The stock traded up over 4%, despite concerns over potential U.S. tariffs on Taiwanese semiconductors. CEO C.C. Wei noted that customer behavior remains unchanged for now, though he acknowledged risks tied to trade policy and currency headwinds.

With AI still in its early innings and hyperscalers ramping custom silicon production, TSMC’s scale and technology leadership give it a critical edge.

While macro risks persist, especially in China and the consumer devices sector, investors appear increasingly focused on the company’s accelerating momentum in AI infrastructure.

Sarepta Therapeutics [SRPT] jumped more than 32% in premarket trading Thursday, as investors cheered management’s restructuring plan and a surprisingly constructive update from the FDA.

The company, whose shares have declined by over 85% year-to-date, announced layoffs affecting one-third of its workforce, which is expected to save $100 million annually. Sarepta also confirmed that its gene therapy Elevidys will remain on the market for ambulatory patients, albeit with a black box warning.

While the drug remains paused for non-ambulatory use, the FDA has left the door open for potential expansion pending the development of new protocols.

Contrarian investors see this as a critical turning point. With a market capitalization under $2 billion and annual sales exceeding $2 billion, the company is now trading at less than 2 times sales. Sarepta also has multiple pipeline programs nearing key readouts, including SRP-9003 for limb-girdle muscular dystrophy and a suite of RNA-based therapies in early trials.

Short interest stands at nearly 15%, indicating potential for further upside from covering activity. Technically, SRPT entered oversold territory earlier this month, and Wednesday’s rally may mark the beginning of a longer-term rebound.

The company’s leaner cost base, renewed regulatory clarity, and upcoming catalysts position Sarepta as one of the most asymmetric risk-reward plays in biotech today, though it remains highly volatile and best suited for high-risk investors.

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Monarch Casino & Resort [MCRI] posted record Q2 2025 results, with profits climbing 19.1% to $27 million and Adjusted EBITDA jumping 16.8% to $51.3 million. The strong showing was driven by robust performance at its casino operations, which saw 12.1% year-over-year revenue growth.

Overall net revenue rose 6.8% to $136.9 million, while diluted EPS increased 21% to $1.44. Operating efficiencies played a key role, with casino and food & beverage margins improving meaningfully year-over-year.

The company expanded its EBITDA margins by over 300 basis points to 37.5%, demonstrating disciplined expense control despite some segments underperforming.

Hotel revenues declined 3.1% due to softer convention activity, but this was more than offset by gains in other areas. Monarch completed a $100 million hotel room redesign at its flagship Atlantis property in Reno, which is now ranked the top hotel in the city by U.S. News & World Report.

The balance sheet remains solid, with $71.6 million in cash and no borrowings, enabling continued capital returns. In Q2, Monarch repurchased $19.8 million in stock and maintained its $0.30 dividend.

While legal uncertainty looms over a $74 million contractor judgment, investors appear to be focused on the strong operating trends and potential for margin-driven earnings growth. The stock rose 17% in premarket trading, with upside potential if the company’s reinvestment strategy continues to translate into market share gains.

Bitmine Immersion Technologies is a crypto infrastructure firm transitioning from traditional bitcoin mining to an Ethereum-focused treasury model. The company recently made headlines by appointing Fundstrat’s Tom Lee as chairman and adopting a bold ETH accumulation strategy, positioning itself as the “MicroStrategy of Ether.”

Shares jumped another 6.1% in premarket trading after Peter Thiel’s Founders Fund disclosed a 9% stake. That move follows broader excitement around Ethereum, driven by Circle’s IPO and Robinhood’s push into tokenized U.S. equities.

CSX Corp. is a major U.S. rail operator serving key industrial and consumer freight corridors across the East Coast. While known for its steady dividend and dependable cash flows, the stock caught fire this week on speculation of a takeover by Union Pacific.

Premarket shares are up 5.4% following a Semafor report that Union Pacific is exploring acquisitions of East Coast railroads. Combined with CSX's recent dividend approval and upgraded analyst outlooks, the M&A chatter is reigniting investor interest.

Toast builds end-to-end restaurant management software and POS systems for more than 140,000 locations globally. It’s rapidly growing across enterprise and international markets while investing heavily in AI-driven features to enhance user productivity.

Shares are up 2.8% in premarket trading after the company highlighted strong early traction for its new AI tools, including the Sous Chef assistant and ToastIQ platform. Raised guidance on gross profit and margins is adding to the bullish narrative.

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That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club

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