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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is drawing attention after Oracle reaffirmed its commitment to the 2.4 GW Project Jupiter fuel-cell contract, easing concerns that Oracles force majeure notice meant the deal was at risk. Traders are treating the reassurance as a dip-buying opportunity, while others remain wary of project delays, execution risks and the stocks valuation.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts Copilot overhaul, including an always-on AI agent, coding tools and deeper Office integration, is the main focus amid a sharp share advance. Traders are split between seeing the additions as a growth opportunity and questioning whether they can translate into meaningful revenue.

Akamai Technologies, Inc. is the cybersecurity and cloud computing company that powers and protects business online. The market security solutions, superior threat intelligence, and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. The firm full-stack cloud computing solutions deliver performance and affordability on the world’s most distributed platform. The global enterprises trust Akamai to provide the industry reliability, scale, and expertise they need to grow their business with confidence. The company was founded by Frank T. Leighton, Jonathan Seelig, Randall S. Kaplan, and Daniel M. Lewin on August 20, 1998 and is headquartered in Cambridge, MA.

Akamai Technologies Inc

Akamais expanded seven-year cloud agreement with Anthropic to support AI workloads has driven attention, with traders viewing it as validation of the companys AI infrastructure ambitions. The initial surge faded, prompting debate over profit-taking and the deals upfront capital needs and delayed revenue ramp versus its potential to boost growth.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs AACR presentation of preclinical SLS009 data in pancreatic-cancer models is drawing attention, with bullish traders emphasizing activity and drug-combination effects while skeptics note the findings are laboratory results, not evidence of patient benefit. The broader debate also centers on the pending REGAL Phase 3 GPS 80-event milestone and final analysis; buyout and short-squeeze claims remain speculation.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Goldman Sachs return to a Buy rating, citing improving Amtagvi launch execution and margins, is a major focus as IOVA trades near fresh 52-week highs. Traders are broadly upbeat but question Goldmans reversal and are also watching for an expected revenue-guidance update and upcoming NSCLC data.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Bank of Americas downgrade, citing a longer Nike turnaround and continued sales pressure, is driving attention ahead of the companys next earnings update. Traders are split between expecting further downside and viewing the bearish call as late, with some arguing the stock may be forming a bottom.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas rally is tied to its Phase 3 melanoma cancer-vaccine trial meeting key endpoints, CEO optimism about the oncology platform, and anticipation of full results at ESMO on October 24. Traders are debating whether the momentum and short-covering can continue or whether the valuation has run ahead of still-unreported detailed data and the treatments commercial prospects.

Comcast Corp. engages in the provision of video, Internet, and phone services. It operates through the following segments: Residential Connectivity and Platforms, Business Services Connectivity, Media, Studios, and Theme Parks. The Residential Connectivity and Platforms segment consists of residential broadband and wireless services and Sky-branded entertainment television networks and advertising. The Business Service Connectivity segment offers broadband, wireline voice and wireless services through small to medium customers and large enterprises through the HFC network. The Media segment consists of NBCUniversal’s television and streaming platforms, including national, regional, and international cable networks. The Studios segment focuses on NBCUniversal’s film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida, Hollywood, California, Osaka, Japan, and Beijing, China. The company was founded by Ralph Roberts in 1963 and is headquartered in Philadelphia, PA.

Comcast Corp - Ordinary Shares - Class A

Comcast Corp

Comcast is under pressure after a KeyBanc downgrade, with traders focused on worsening broadband subscriber trends and fiber competition; the bearish reaction is met by value-focused holders who point to its cash generation, dividend and planned business separation. The debate centers on whether the operating headwinds outweigh the stocks low valuation.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientifics cybersecurity incident disrupted operations and shipments, and the company said it was unlikely to meet its third-quarter and full-year 2026 sales and adjusted EPS guidance, intensifying pressure on shares. Traders are sharply criticizing management and questioning whether slowing growth and other business headwinds make the setback more than temporary, while some see the selloff and insider buying as an opportunity to accumulate.

Aerodrome Finance is a next-generation AMM designed to serve as Base's central liquidity hub, combining a powerful liquidity incentive engine, vote-lock governance model, and friendly user experience. Aerodrome inherits the latest features from Velodrome V2.

Aerodrome Finance

AERO is drawing attention after a sharp rally and a breakout from resistance, with traders tying the move to anticipation of Aerodromes merger with Velodrome and expansion onto Ethereum and other chains. Many are accumulating on the strength, while some remain cautious about execution delays and whether the gains will hold.

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$IREN $WULF $CLSK $CORZ

We all know AI giants are set to spend $200B+ in AI capex across these companies.

Yet the whole sector is down—even after $CIFR announced a $9B contract.

Ever wonder why? 👇👇👇

Don’t let these fuckers scare or confuse you into selling just so they can steal your shares.

Nobody gives them the right to dictate how our investments should be valued.

William Jtfy

Charles

$iren

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IREN Limited

TeraWulf Inc

Cleanspark Inc

Core Scientific Inc

Cipher Digital Inc.



We all know AI giants are set to spend $200B+ in AI capex across these companies.

Yet the whole sector is down—even after 

 announced a $9B contract.

Ever wonder why? 👇👇👇

Don’t let these fuckers scare or confuse you into selling just so they can steal your shares.

Nobody gives them the right to dictate how our investments should be valued.