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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

Sellas Life Sciences is seeing significant bullish momentum as investors anticipate the imminent 80th event trigger for its REGAL Phase 3 trial, a major milestone that many believe will validate the company's immunotherapy platform as a potential cure for AML. The community is actively discussing an emerging short squeeze and substantial institutional accumulation, driven by optimistic management commentary regarding survival data and the competitive edge of its pipeline against current standards of care.

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

NVIDIA is capturing immense market attention ahead of its quarterly earnings release, with traders closely monitoring the potential for a beat-and-raise performance to sustain the broader AI infrastructure rally. While the community is split between bullish expectations for continued demand and cautious concerns regarding valuation, short positioning, and potential post-earnings volatility, participants are intensely focused on forward guidance and gross margins as key indicators for the entire semiconductor sector.

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 following the FDA's acceptance of their supplemental BLA for ANKTIVA, a move that potentially expands the drug's label to cover the larger papillary-only bladder cancer population. The community is actively discussing the stock's long-term potential, debating the implications of the January 2027 PDUFA date, and expressing strong conviction in the company's platform despite ongoing volatility and short-selling pressure.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

iShares Silver Trust is experiencing intense volatility as investors react to a brutal combination of spiking Treasury yields, a strengthening dollar, and geopolitical instability in the Middle East. While bulls highlight long-term supply constraints and industrial demand from the AI and solar sectors, the community is currently locked in a fierce debate as bears point to a breakdown in technical support levels and recent institutional selling as signs that a major rally may be stalling.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending following a strong quarterly earnings beat and raised full-year guidance, which has fueled investor confidence in the company's aggressive expansion strategy. The community is actively debating the stock's high valuation relative to its growth, with bulls pointing to robust same-store sales and store opening milestones while bears express skepticism over its current market pricing.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Target is trending as investors weigh the potential impact of a recent Supreme Court ruling on tariff refunds against ongoing concerns about consumer spending, store traffic, and the company's recent leadership transition. Community discussion is sharply divided between bulls betting on a long-term turnaround strategy and bears citing persistent headwinds like inflation and competitive pressure from retail rivals.

Vanguard Index Funds - Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF

The Vanguard Total Stock Market ETF (VTI) continues to trend as investors weigh its role as a broad-market foundation amidst ongoing geopolitical volatility and concerns regarding shifting U.S. economic policy. Community discourse is heavily focused on long-term accumulation strategies, with many retail participants contrasting index-based consistency against the heightened risks of the current macro environment.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

Investors are actively debating e.l.f. Beauty's valuation ahead of earnings, with bulls emphasizing the "lipstick effect" as a recession-resistant growth driver while bears point to persistent downward price action and institutional selling as reasons for caution. The community is focused on the impact of potential tariff refunds and the expansion of the Rhode brand as key catalysts that could either fuel a recovery or contribute to volatility.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

Hewlett Packard Enterprise is experiencing significant investor focus as the company leverages its networking expansion and strategic AI infrastructure partnerships to capture share in the data center market. The community is actively debating the company's competitive positioning relative to other server infrastructure peers, highlighting both its robust order backlogs and the long-term execution risks associated with its recent large-scale networking acquisitions.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is trending as long-term Treasury yields hit multi-year highs, fueled by concerns over sticky inflation, geopolitical tensions, and rising federal debt. Investors are actively debating whether these yields represent a critical bottom or a signal of further structural decline, while others discuss whether bond market stress will eventually force the Fed to pivot or trigger a broader equity market correction.

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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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🔍 𝗡𝗘𝗪 13𝗙 𝗥𝗘𝗟𝗘𝗔𝗦𝗘𝗗 🔎 
 
Ricky Sandler of Eminence Capital just filed his 13F. 
 
Most Notable Trades: 
 
𝗡𝗲𝘄 𝗟𝗔𝗥𝗚𝗘 𝗕𝘂𝘆𝘀: $TSM &amp; $U Unity 
𝗔𝗱𝗱𝗲𝗱 50-60% 𝗺𝗼𝗿𝗲: $SE, $Z zillow 
𝗦𝗢𝗟𝗗 out:  Salesforce &amp; DraftKings 
 
Eminence is up 24.82% in past 3 yrs 
 
Source: hedgefollow.com/funds/Eminence+Capital

JD SU

Heatmaps of the top 13f holdings and a list of the largest trades made by Eminence Capital, the hedge fund managed by Ricky Sandler.

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Eminence Capital Portfolio | Ricky Sandler 13F Holdings & Trades

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Taiwan Semiconductor Manufacturing - ADR

Unity Software Inc

Sea Ltd - ADR

Zillow Group Inc Class C

🔍 𝗡𝗘𝗪 13𝗙 𝗥𝗘𝗟𝗘𝗔𝗦𝗘𝗗 🔎 
 
Ricky Sandler of Eminence Capital just filed his 13F. 
 
Most Notable Trades: 
 
𝗡𝗲𝘄 𝗟𝗔𝗥𝗚𝗘 𝗕𝘂𝘆𝘀: 

 Unity 
𝗔𝗱𝗱𝗲𝗱 50-60% 𝗺𝗼𝗿𝗲: 

 zillow 
𝗦𝗢𝗟𝗗 out:  Salesforce & DraftKings 
 
Eminence is up 24.82% in past 3 yrs 
 
Source: 