SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

SELLAS Life Sciences is facing heightened volatility and community debate following the dismissal of its arbitration claims against 3D Medicines, though investors remain focused on the potential licensing value and the upcoming 80th survival event from the REGAL Phase 3 trial. The community is actively discussing the impact of short selling, potential short-squeeze dynamics, and the long-term clinical significance of the GPS therapeutic platform.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is facing significant downward pressure following the release of FDA briefing documents that challenge the effectiveness and statistical rigor of its Duchenne muscular dystrophy therapy ahead of an upcoming advisory committee meeting. The community is sharply divided, with bulls arguing that the therapy's data shows genuine promise and criticizing the FDA's regulatory stance, while bears and short-sellers point to the documents as validation of their concerns regarding the company's clinical trial methodology.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Investors are actively debating the sustainability of AI demand and the impact of Nvidia's $250 billion financing commitment to OpenAI, which has sparked fears of circular financing and prompted broader concerns about semiconductor sector volatility. While some community members view these heavy investments as a long-term catalyst for data center growth, others are aggressively trading the uncertainty, leading to significant price swings and heightened speculation.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is trending due to reports that it plans to raise prices for its advanced chipmaking equipment amid resilient global demand for AI and semiconductor infrastructure. While the company faces scrutiny over export compliance and occasional volatility, the community remains focused on its indispensable position in the global chip supply chain.

Omeros Corp. operates as a biopharmaceutical company, which engages in the research, discovery, development, and commercialization of small-molecule and protein therapeutics targeting immunologic diseases. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

Omeros Corp is trending as investors weigh a major competitor's recent phase 3 trial setback, which analysts view as a significant de-risking catalyst that improves the competitive outlook for Omeros' drug, Yartemlea. The community is actively discussing the stock's potential for a commercial ramp following the recent J-code activation and upcoming NTAP approval, alongside ongoing speculation regarding potential buyout interest.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is currently seeing high volatility and intense community debate as investors digest a wave of aggressive analyst price target hikes alongside broader concerns about semiconductor sector valuation and AI infrastructure financing. While bulls point to robust data center demand and new product roadmaps, bears are emphasizing the potential for a pullback due to the rapid year-to-date rally and broader market uncertainty.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending as investors react to a significant expansion of its share buyback program, sparking debate over whether the move effectively signals long-term confidence in the face of broader software sector volatility. While some community members view the stock as a discounted quality play positioned for AI-driven growth, others remain cautious, pointing to regulatory concerns and high valuation multiples that demand near-perfect execution.

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

Direxion Daily Semiconductor Bull 3X Shares

Investors are actively debating whether the semiconductor sector is a massive bear trap or a bubble nearing its end, with many community members focusing on technical support levels like $500 for SOXX as a crucial battleground for institutional versus retail sentiment. The current volatility is largely driven by conflicting signals between AI infrastructure capital expenditures and broader macro-geopolitical pressures, keeping the focus tight on upcoming earnings reports as the catalyst for the next major price move.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum Inc. (QBTS) is experiencing heightened interest as investors weigh its recent commercial expansion with AT&T alongside the stock's transition to the Nasdaq exchange. While the community is actively debating the company's long-term enterprise deal prospects versus recent macro-driven volatility in the high-beta tech sector, sentiment remains polarized between optimistic long-term holders and traders focused on short-term price swings.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Market participants are actively debating whether current price action is a "bull trap" driven by algorithmic manipulation or a genuine consolidation phase as they weigh geopolitical tensions in the Middle East against upcoming Fed policy and hyperscaler AI spending. The community is sharply divided, with intense discussions focused on high-conviction short positions versus those looking for a "V-shaped" recovery, fueled by persistent volatility and conflicting headlines regarding potential ceasefires and trade deals.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

The biggest AI infrastructure week of the quarter is here. 
 
Microsoft, Meta, Apple, and Amazon all report within 48 hours of the Fed decision — and all eyes will be on one thing: 
 
AI CapEx guidance. 
 
Key names to watch: 
 
Tue: $PYPL $KLAC $STX $GLW $TER V 
 
The market already knows AI demand is strong. The bigger question is whether hyperscalers are willing to keep spending at record levels. 
 
Higher CapEx could continue benefiting the AI supply chain — semiconductors, networking, power, and data centers. 
 
But with the Fed decision in the middle of earnings, expect volatility. 
 
The next 48 hours could reshape the AI trade. 
 
Which company’s CapEx update are you watching most closely? 
 
Follow me for more AI, semiconductor, and market cycle analysis.

Ryan

Tim Giles

Tim “ToRni” ToRnaDo

Lucas

StockTwits Web

PayPal Holdings Inc

KLA Corp.

Seagate Technology Holdings Plc

Corning, Inc.

Teradyne, Inc.

The biggest AI infrastructure week of the quarter is here. 
 
Microsoft, Meta, Apple, and Amazon all report within 48 hours of the Fed decision — and all eyes will be on one thing: 
 
AI CapEx guidance. 
 
Key names to watch: 
 
Tue: 

 V 
 
The market already knows AI demand is strong. The bigger question is whether hyperscalers are willing to keep spending at record levels. 
 
Higher CapEx could continue benefiting the AI supply chain — semiconductors, networking, power, and data centers. 
 
But with the Fed decision in the middle of earnings, expect volatility. 
 
The next 48 hours could reshape the AI trade. 
 
Which company’s CapEx update are you watching most closely? 
 
Follow me for more AI, semiconductor, and market cycle analysis.