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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as retail investors ramp up activity ahead of the upcoming Russell index reconstitution, fueling high expectations for passive institutional inflows. The community is actively discussing the stock's potential graduation to the Russell 1000, while closely monitoring for anticipated global partnership announcements in July that could act as a catalyst for a short squeeze.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing significant market volatility as investors weigh its aggressive revenue growth and high-profile partnerships against concerns over valuation, insider lock-up expirations, and competitive positioning. The community is sharply divided, with bulls pointing to the company's speed-focused architecture as an AI compute breakthrough, while bears are focused on skepticism regarding profitability, reliance on a few key customers, and potential sell-offs following upcoming insider share releases.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is seeing strong investor interest following a newly announced joint research agreement with Honda, which the community views as a major validation of its solid-state battery technology. Investors are actively debating the company's path to commercial scale and the potential for further partnerships, with many highlighting the deal as a critical de-risking event.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm, through its storage cloud platform, provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng and Brian Wilson in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is trending following a transformational five-year, $335 million storage partnership with CoreWeave that significantly boosts revenue visibility and highlights its role in AI infrastructure. Community sentiment remains polarized between bulls citing this major AI-linked contract as a long-term re-rating catalyst and bears expressing skepticism regarding debt levels and the potential for future share offerings.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently facing significant downward pressure and technical breakdowns, leading to intense debate among community members over whether this represents a generational buying opportunity or a deeper valuation reset. Investors are closely monitoring key support levels as sentiment shifts, while discussion remains divided between those betting on the company's long-term AI-driven fundamental narrative and those cautioning against ongoing sector-wide multiple compression.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is currently trending as investors focus on its massive institutional accumulation and the potential for a severe short squeeze, driven by an extremely tight free float and high institutional ownership. The community is actively debating the timing of a major Kentucky data center lease announcement, which many view as the primary catalyst to force heavily shorted hedge funds into a mass covering loop.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is experiencing significant volatility as investors rotate out of high-momentum semiconductor stocks ahead of highly anticipated earnings, with community sentiment split between those viewing the pullback as a buying opportunity and others worried about an overheated AI trade. The sell-off, exacerbated by contagion fears from South Korean market weakness, has intensified discussions regarding the sustainability of memory chip demand versus the potential for a cyclical correction.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

iShares Silver Trust (SLV) is seeing intense community debate as traders weigh its role as an industrial metal for AI and data center infrastructure against recent price volatility driven by shifting macroeconomic expectations. Sentiment remains deeply polarized, with many retail investors debating whether current levels represent a generational buying opportunity or a deeper correction ahead of upcoming central bank policy decisions.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending as investors react to a significant 'beat and raise' earnings report that highlighted resilient demand and boosted fiscal guidance, despite community concerns regarding rising fuel costs and geopolitical volatility. The stock is drawing heavy retail and institutional attention as traders debate the sustainability of its recent rally and the impact of the upcoming FedEx Freight spin-off.

Arqit Quantum, Inc. engages in the provision of cybersecurity services via satellite and terrestrial forms. Its product is QuantumCloud which secures devices with cloud-based quantum encryption. The company was founded by David John Williams and David James Bestwick on April 26, 2021 and is headquartered in London, the United Kingdom.

Arqit Quantum Inc

Arqit Quantum is generating significant buzz as a high-volatility short squeeze candidate, fueled by a tight float and recent White House executive orders prioritizing post-quantum cryptography. While the community is actively debating its speculative potential and contrasting its low valuation with other quantum-sector leaders, traders remain focused on whether price action can sustain momentum above key psychological thresholds.

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$BPTH nice call at 2.25 Watch for continuation tomorrow.

Andy

$BPTH do u remember this? Just 2 weeks. Stock is now trading at $36

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Antonio Costa

$BPTH no comments, shared my long position yesterday. Sold all my position. Just Wow Wow Wow 😮

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Bio-Path Holdings Inc

 nice call at 2.25 Watch for continuation tomorrow.