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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 Phase 3 REGAL trial is the dominant focus, with traders awaiting confirmation of the 80th death that triggers final analysis; the last disclosed count was 78, and speculation links the prolonged wait and company silence to possible ASH disclosures. Bulls interpret the delay as a potential sign of longer survival, while bears question the trial timeline and warn that the outcome remains uncertain; the debate accompanies a sharp share-price decline.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A Nasdaq-futures rebound around the 1987 Black Monday anniversary is dominating discussion after a steep tech-led selloff, with big-tech earnings ahead. Traders are split on whether the bounce is a durable recovery or a short-covering rally that could fade, while AI-stock weakness and broader market risks remain concerns.

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

ESMO data on Iovances lifileucel program is the main focus, especially mature frontline melanoma results for lifileucel plus pembrolizumab and early sarcoma findings. Traders highlight durable melanoma responses as supportive of expansion into earlier treatment, while others caution that the cohorts are small and the sarcoma response rate eased as the sample grew.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

A broad selloff in AI neocloud stocks, driven by worries about debt, financing costs, and whether rapid data-center spending can earn adequate returns, has weighed on Nebius alongside peers. Traders are divided: bears see further valuation pressure, while bulls argue Nebius is better positioned than more leveraged rivals and view the drop as an overdone sector-wide move.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Lingering concerns over weak ad-spend and revenue guidance, execution, and competition are weighing on Trade Desk shares after a prolonged selloff. Traders are split between viewing brief rebounds as oversold relief or possible short-covering and expecting pops to fade until the company shows a fundamental turnaround.

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

A sharp futures rebound after last weeks tech-led selloff has shifted the conversation to whether the bounce will hold, amid fears tied to the Black Monday anniversary. Bulls call it a relief rally or short squeeze and dismiss crash worries, while skeptics warn the move may fade; upcoming megacap earnings add to market focus.

Select Sector SPDR Trust (The) - State Street Energy Select Sector SPDR ETF

Energy Select Sector SPDR Fund

Concerns about disrupted oil supplies amid Middle East tensions, Strait of Hormuz shipping risks, and attacks on energy infrastructure are driving discussion as crude and energy shares rise. Traders are broadly bullish on XLEs strength, though some warn the rally may be stretched or could fade if diplomacy eases supply concerns.

Direxion Shares ETF Trust - Direxion Daily MU Bull 2X ETF

Direxion Daily MU Bull 2X Shares

MUU is drawing attention after a sharp selloff alongside Micron and other memory stocks, with traders debating whether the drop is a dip-buying opportunity or a sign of further downside. Some attribute the weakness to South Korean market moves and concerns around AI and memory demand, while others point to the funds leverage as amplifying its volatility.

Listed Funds Trust - Roundhill Magnificent Seven ETF

Roundhill Magnificent Seven ETF

The discussion centers on shifting leadership between the Magnificent Seven and semiconductors/AI infrastructure, with traders debating whether MAGS can resume leading after a pullback. Some see renewed mega-cap strength and breakout potential, while others point to recent weakness and worry that money is rotating elsewhere.

NRG Energy, Inc. engages in the production, sale, and distribution of energy and energy services. It operates through the following segments: Texas, East, West/Services/Other, Vivint Smart Home, and Corporate Activities. The Texas segment includes all activities related to customer, plant and market operations in Texas, other than Cottonwood. The East segment engages in all activities related to customer, plant and market operations in the East. The West/Services/Other segment is focused on all activities related to customer, plant and market operations in the West and Canada, and activities related to the Cottonwood facility and other investments. The Vivint Smart Home segment is a smart home platform that provides customers with technology, products and services to create a smarter, greener, safer home. The company was founded in 1989 and is headquartered in Houston, TX.

NRG Energy Inc.

NRG is drawing attention amid a steep selloff and repeated 52-week lows, with traders citing broader utility weakness and uncertainty after FERC delayed PJMs capacity-market plan. Some view the decline as a buying opportunity tied to AI-driven power demand, while others expect further downside; the messages do not establish one definitive cause.

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 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 
 


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Two major outlets have recently published completely out-of-context tech news, so let&#39;s clear it up:  
 
1) FT initially disregarded OpenAI&#39;s $70B gross rev, making it seem OpenAI was $20B was short of estimates.  
This information was later updated by FT themselves that estimates of $70B were actually met 
 
2a) Bloomberg apparently has no shame. Not one, but two major inaccurate headlines at once.  
 
Bloomberg quoted Broadcom&#39;s CEO, Hock Tan, in the most hypocrital way possible. Bloomberg did exactly what Hock Tan was warning about. 
 
- Here is what Hock Tan actually stated: 
 
&#39;Addressing OpenAI’s recent weak operational data, which triggered a sharp sell-off in related shares, Hock Tan stated bluntly that the market has misread the company. Given its strong underlying fundamentals, he remarked that investors selling off shares based on a single short-term metric are &quot;no different from gambling in a casino.&quot;&#39;  
 
Hock Tan warned the market has become very short-term sighted taking every news outlet headline as a reliable indicator to make trades, pertaining to FT&#39;s inaccurate initial headline. 
 
2b) Bloomberg also stated that according to Intel&#39;s CEO, Lip Bu-Tan, memory could be one of the first segments to lose steam.  
 
- This is also miscommunicated, here is what he actually said:  
 
“Next two, three years, we don’t see any slow down. If theres anything slow down, this are the few area that we are focused on. One is the memory shortage. Secondly, some of the substrate. I think Hock and I try to get all the substrate we can get in the marketplace.” 
 
&quot;The next step will be large-scale real-world deployment, meaning investment momentum is unlikely to slow down over the next few years.&quot; 
 
The only slowdowns he named were supply shortages in memory and substrates. He literally was speaking in favor for memory demand, NOT against it.  
 
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$APLD This is a great post. Not originally tagged to APLD, but definitely relevant. I grabbed shares this morning just above 21.50 bc it had the feel of capitulation day. I&#39;d be comfortable at that price being wrong and it dipped lower. Right now the market is hyper sensitive to irrational fear. But I&#39;ve done the work and know what I own.

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Micron Technology Inc

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Broadcom Inc

Two major outlets have recently published completely out-of-context tech news, so let's clear it up:  
 
1) FT initially disregarded OpenAI's $70B gross rev, making it seem OpenAI was $20B was short of estimates.  
This information was later updated by FT themselves that estimates of $70B were actually met 
 
2a) Bloomberg apparently has no shame. Not one, but two major inaccurate headlines at once.  
 
Bloomberg quoted Broadcom's CEO, Hock Tan, in the most hypocrital way possible. Bloomberg did exactly what Hock Tan was warning about. 
 
- Here is what Hock Tan actually stated: 
 
'Addressing OpenAI’s recent weak operational data, which triggered a sharp sell-off in related shares, Hock Tan stated bluntly that the market has misread the company. Given its strong underlying fundamentals, he remarked that investors selling off shares based on a single short-term metric are "no different from gambling in a casino."'  
 
Hock Tan warned the market has become very short-term sighted taking every news outlet headline as a reliable indicator to make trades, pertaining to FT's inaccurate initial headline. 
 
2b) Bloomberg also stated that according to Intel's CEO, Lip Bu-Tan, memory could be one of the first segments to lose steam.  
 
- This is also miscommunicated, here is what he actually said:  
 
“Next two, three years, we don’t see any slow down. If theres anything slow down, this are the few area that we are focused on. One is the memory shortage. Secondly, some of the substrate. I think Hock and I try to get all the substrate we can get in the marketplace.” 
 
"The next step will be large-scale real-world deployment, meaning investment momentum is unlikely to slow down over the next few years." 
 
The only slowdowns he named were supply shortages in memory and substrates. He literally was speaking in favor for memory demand, NOT against it.  
 


@stocktwits @tctranfo if possible to pin this, will be appreciated. as the point of ST should be to have accurate headlines out there 😛 
 
source: https://www.hkej.com/instantnews/international/article/4537439/%25E5%258D%259A%25E9%2580%259A%25E5%258F%258A%25E8%258B%25B1%25E7%2589%25B9%25E7%2588%25BE%25E6%2596%2599AI%25E7%25AA%2581%25E7%25A0%25B4%25E4%25BB%25A4%25E6%2599%25B6%25E7%2589%2587%25E6%258A%2595%25E8%25B3%2587%25E9%259C%2580%25E6%25B1%2582%25E9%25AB%2598%25E4%25BC%2581%25E6%259C%2580%25E5%25B0%2591%25E7%25B6%25AD%25E6%258C%2581%25E5%2585%25A9%25E5%25B9%25B4

Brian

兩大半導體巨頭博通(Broadcom)和英特爾(Intel)齊稱，人工智能(AI)突破將令晶片投資需求高企最少維持兩年，因為現時的供應並不足夠應付市場需求，除了商業和社會應用增加，軟件需求會與日俱增，但記憶體需求兩年後或會放緩。 博通行政總裁陳福陽指出，市場上不斷出現創新的模型推動更多AI工具出現，將會陸續滲透到企業和社會應用層面，算力需求因而幾何級數式(exponentially)上升，晶片生產

信報網站 hkej.com

信報即時新聞 - 國際財經 - 博通及英特爾料AI突破令晶片投資需求高企最少維持兩年 - 信報網站 hkej.com

 if possible to pin this, will be appreciated. as the point of ST should be to have accurate headlines out there 😛 
 
source: 

@Feroce_Research thank you very much for researching that.

 thank you very much for researching that.

@Feroce_Research agreed. Bears trading on out-of-context headlines will get carried out. Broadcom and Intel CEOs are literally calling out the short-term noise and confirming a multi-year AI runway with memory shortages. $MU is the bottleneck, not the slowdown.

 agreed. Bears trading on out-of-context headlines will get carried out. Broadcom and Intel CEOs are literally calling out the short-term noise and confirming a multi-year AI runway with memory shortages. 

@Feroce_Research  when Lip-bu Tan said an area that might “slow down” is “the memory shortage,” it wasn’t exactly clear to me what he meant.  Did he mean the shortage would become less severe? But he put substrate in the same category, and said that he and Hock at a were grabbing as much as they could in the marketplace.   I couldn’t parse that.  Does he mean the supply of memory and substrate is too slow, or slowing down (meaning, there’s an ongoing shortage) … or did he mean the shortage itself is slowing down, meaning that it is easing?

  when Lip-bu Tan said an area that might “slow down” is “the memory shortage,” it wasn’t exactly clear to me what he meant.  Did he mean the shortage would become less severe? But he put substrate in the same category, and said that he and Hock at a were grabbing as much as they could in the marketplace.   I couldn’t parse that.  Does he mean the supply of memory and substrate is too slow, or slowing down (meaning, there’s an ongoing shortage) … or did he mean the shortage itself is slowing down, meaning that it is easing?

Stray Trader

@Feroce_Research i do also agree with Tan, As far as most people don&#39;t really know what they&#39;re investing in. When I teach, I try to get you to understand what it&#39;s doing who runs the show and why those people are good.

 i do also agree with Tan, As far as most people don't really know what they're investing in. When I teach, I try to get you to understand what it's doing who runs the show and why those people are good.

@Feroce_Research yep, and more people being made aware
https://x.com/danielnewmanUV/status/2109985705237578009

And there it is. The Hock Tan "Gambling" comment in context. Not bearish at all. Disappointing, but not surprising. The continued "out of context" headline that sends markets spiraling but is never corrected.😬😮‍💨 https://t.co/7IOwyEVHns

X (Formerly Twitter)

Daniel Newman on X (formerly Twitter): "And there it is. The Hock Tan "Gambling" comment in context. Not bearish at all. Disappointing, but not surprising. The continued "out of context" headline that sends markets spiraling but is never corrected.😬😮‍💨...