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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is experiencing heightened volatility as investors weigh a strong beat on delivery estimates against concerns over margin compression and a potential 'sell the news' reaction. The community remains deeply divided, with bulls pointing to the record delivery figures and energy storage growth as catalysts for a rally, while bears highlight the high P/E ratio and fears that the market has already priced in the positive news.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing significant selling pressure and negative sentiment as investors express frustration over a recent string of daily losses, concerns regarding executive compensation, and perceived lack of major customer deal announcements. While some market participants see a potential value opportunity or a technical bottom due to the company's infrastructure-heavy positioning in the AI sector, the stock is currently weighed down by broader de-risking in high-beta AI infrastructure names and skepticism surrounding management's recent marketing-focused capital allocation decisions.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is rallying on strong production and delivery figures that exceeded guidance, alongside an upbeat full-year delivery outlook that has fueled optimism for operational momentum. The community is actively debating the company's long-term growth potential and the impact of the R2 rollout, while some traders closely watch technical resistance levels as short interest remains a key point of contention.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending as investors weigh strong operational growth and insider buying against persistent short-interest pressure and volatility. The community remains heavily divided between long-term bulls highlighting platform diversification and frustrated traders debating the stock's inability to sustain breakout momentum compared to other financial platforms.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing intense volatility as investors debate whether the recent semiconductor rally has reached a peak following reports of excess cloud compute capacity. While some community members view the sharp pullback as a healthy consolidation driven by profit-taking, others remain concerned about potential supply gluts and a shift in institutional sentiment.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending as investors react to CEO Wes Cummins' firm rejection of sector-wide project delays, highlighting an upcoming facility delivery that reinforces the company's repeatable, execution-focused business model. While some in the community express frustration over recent stock volatility and sector-wide sentiment swings, others are actively accumulating shares, pointing to a robust contracted backlog and confidence in the firm's ability to navigate infrastructure bottlenecks.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is seeing significant bullish momentum driven by its successful selection to supply small modular reactors (SMRs) for Sweden, alongside ongoing strength in its defense contracts and aviation engine orders. Community sentiment is overwhelmingly positive, with investors closely watching for mid-year earnings and further major project announcements at upcoming airshows.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is currently attracting intense retail focus as traders debate whether to "buy the dip" following a sharp pullback or to short the leverage play amidst broader semiconductor sector volatility. The community is heavily focused on the interplay between AI infrastructure spending, macroeconomic indicators like employment reports, and the impact of technical market rebalancing on chip-heavy portfolios.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegian Cruise Line Holdings Ltd is seeing heightened interest following aggressive insider buying from key executives and board members, signaling strong management confidence despite market volatility. Investors are closely monitoring geopolitical developments in the Middle East and energy price fluctuations as they weigh the stock's potential for recovery against broader travel sector trends.

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 pressure on short sellers, fueled by anticipation of upcoming catalysts regarding global expansion and label expansion for their immunotherapy platform. The community is actively discussing the potential for a short squeeze, supported by recent price resilience and widespread optimism that the companys AI-driven manufacturing and NK cell technology are on the verge of significant international adoption.

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$GERN I&#39;m long this name. Glimmers of commercial growth with Q1&#39;26 look good and although there is competition in frontline MF from $KPTI and $NVS , imetelstat is not without a chance of success.  
 
https://seekingalpha.com/article/4919177-geron-corporation-commercial-performance-could-dovetail-with-impactmf-run-up

matthew

Inka

steve

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Geron Corp.

Karyopharm Therapeutics Inc

Novartis AG

 I'm long this name. Glimmers of commercial growth with Q1'26 look good and although there is competition in frontline MF from 

 , imetelstat is not without a chance of success.  
 


Biotech Beast

@Biotech_Beast 

$RIGL  is much more better. R289 will be approved soon

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Rigel Pharmaceuticals

  is much more better. R289 will be approved soon

Max klimovich

@MaxKlim I&#39;m looking forward to the next update on R289!

 I'm looking forward to the next update on R289!

@Biotech_Beast Imelestat is the only one with goal of increase OS, the other 2 are not.

 Imelestat is the only one with goal of increase OS, the other 2 are not.