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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

Hawkish Federal Reserve commentary, particularly Kevin Warshs focus on inflation and potential rate hikes, is driving volatility in SoFi and the broader fintech group. Traders are split between bears who view higher rates as a headwind for SoFis interest-sensitive business and bulls who argue management has already accounted for hikes in its guidance and are treating the pullback as a buying opportunity.

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

Executive commentary and healthcare-industry endorsements of SELLASs GPS as a potential AML game changer have focused attention on the approaching Phase 3 REGAL milestones, including the unconfirmed 80th-event trigger and subsequent unblinded data. Traders are broadly bullish on the trials prolonged survival signals, while bears dispute the trial design and statistical interpretation and note that 78 events remains the last officially confirmed count.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops preliminary second-quarter update and amended convertible-note exchange are driving attention, with traders focused on improved operating profitability and a cap on share issuance through a partial cash settlement. Bulls view the reduced dilution as supportive of buybacks and potential short covering, while bears point to weaker sales, investment-driven earnings, and continued uncertainty around management and the warrants.

Corvex, Inc. is an AI cloud computing company, which specializes in GPU-accelerated infrastructure for AI workloads. Its products include GPU Clusters, Confidential Computing, Inference as a Service and GPU Node. The firm offers solutions include AI model builders, enterprises, federal and sovereign solutions. The company was founded by Seth Mitchell Demsey, Jay Crystal on October 21, 2024 and is headquartered in Arlington, VA.

Corvex Inc.

Movano Inc

A multi-year agreement to provide NVIDIA Blackwell GPU clusters, alongside Corvexs data-center expansion and combination with Movano, is driving attention. Traders are debating whether the AI-infrastructure story and perceived low float could fuel a short squeeze, while others warn about dilution, limited execution history, and sharp momentum-driven reversals.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

Q2 earnings sparked attention after an earnings-per-share miss and tariff/wind-related concerns outweighed a revenue beat, higher full-year guidance, and record backlog tied to power-grid and AI data-center demand. Traders are divided between viewing the selloff as a sign of overvaluation or execution risk and treating it as an overreaction and long-term buying opportunity.

Chevron Corp. engages in the provision of oil and gas energy solutions. It provides crude oil and natural gas, manufactures transportation fuels, lubricants, petrochemicals, and additives, and develops technologies that enhance business and the industry. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Renewed Middle East conflict and uncertainty around Strait of Hormuz access are lifting crude-price expectations and drawing attention to Chevron as a major integrated oil producer. Traders are divided between an oil-and-energy bullish view if supply disruptions persist and a bearish view that de-escalation or peace talks could remove the geopolitical premium; Chevrons Venezuela expansion and strong earnings are secondary themes.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Positive Phase 3 SHASTA-3 and SHASTA-4 results for plozasiran in severe hypertriglyceridemia, including reduced triglycerides and acute-pancreatitis events, are driving attention and expectations for a broader FDA filing. Traders are broadly bullish on the data and Arrowheads RNAi platform, though many are debating the stocks sell-the-news decline and attributing the weakness to options positioning and market mechanics.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

Attention is centered on the reported Jasmy/JANCTION collaboration with Panasonic Advanced Technology, involving distributed GPU computing, Smart Render, and potential AI and enterprise use cases. Traders are broadly bullish on the commercial-utility implications, while skeptics note that direct JASMY token demand and adoption remain unconfirmed and continue to debate delisting and low-volume concerns.

Better Home & Finance Holding Co. engages in the provision of comprehensive homeownership services. It offers mortgage loans, real estate agent services, and title and homeowner's insurance services. The company was founded in 2014 and is headquartered in New York, NY.

Better Home & Finance Holding Co. - Ordinary Shares - Class A

Better Home & Finance Holding Co.

A court ruling denying Betters temporary restraining order against former CEO Vishal Gargs proxy campaign has intensified the battle for control with the board, alongside debate over the companys poison-pill rights plan and potential appeal. Traders are divided between backing the boards cost-cutting and profitability strategy and Gargs return, while low-float and short-interest dynamics fuel speculation about a squeeze.

Amarin Corp. Plc is a pharmaceutical company, which focuses on the commercialization and development of therapeutics for cardiovascular health. It focuses on the development and commercialization of Vascepa capsules. The company was founded by Geoffrey William Guy on March 1, 1989 and is headquartered in Dublin, Ireland.

Amarin Corp - ADR

New REDUCE-IT and mechanistic analyses presented at ESC 2026 are driving attention, with traders highlighting evidence of sustained cardiovascular benefits from icosapent ethyl and broader guideline support. The community is divided between those viewing the data and international Vascepa growth as strategic value catalysts and those dismissing the findings as exploratory rehashes that have not changed the stocks stagnant performance.

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$AAUCF Allied Gold $AAUC : The Sell-Off After Zijin Walked Away Is Overdone 
 
$AAUC is Africa’s fastest-growing gold producer. The share price collapsed after the Zijin takeover fell through due to China regulatory approval difficulties. 
 
$AAUC is net cash, strongly growing, a $2 bn mkt cap that trades below 2x 2026 EV/EBITDA. 
 
Gold production should increase by 40% and 74% in 2026 and 2027, respectively, vs 2025. 
 
We bought when the deal termination was announced. The stock is going up every day. 
 
Do watch yesterday&#39;s Q2 webcast.  
 
Full investment thesis: 
https://fitinvestmentideasnewideas.substack.com/p/allied-gold-the-sell-off-after-zijin?r=397th&amp;utm_campaign=post&amp;utm_medium=web&amp;showWelcomeOnShare=true

Allied Gold (AAUC) is Africa's fastest-growing gold producer.

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Allied Gold: The Sell-Off After Zijin Walked Away Is Overdone

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Allied Gold Corp

 Allied Gold $AAUC : The Sell-Off After Zijin Walked Away Is Overdone 
 
$AAUC is Africa’s fastest-growing gold producer. The share price collapsed after the Zijin takeover fell through due to China regulatory approval difficulties. 
 
$AAUC is net cash, strongly growing, a $2 bn mkt cap that trades below 2x 2026 EV/EBITDA. 
 
Gold production should increase by 40% and 74% in 2026 and 2027, respectively, vs 2025. 
 
We bought when the deal termination was announced. The stock is going up every day. 
 
Do watch yesterday's Q2 webcast.  
 
Full investment thesis: 
