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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

Reports that Anthropic may be IRENs undisclosed AI-cloud customer have fueled renewed interest, but neither company has confirmed the deal. Traders are divided between hopes it validates IRENs AI-infrastructure pivot and concerns about the recent selloff, execution risks highlighted by criticism of its legacy data centers, and the potential for the rumor to fade.

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 unusually large ASH conference booth has fueled speculation that a major pharmaceutical companyoften named as J&Jmay be interested in a buyout or partnership, though no deal is confirmed. Traders disagree over whether the booth signals strategic activity or is being overinterpreted; many say the REGAL Phase 3 readout and SLS009 results matter more.

W.F Holding Ltd. engages in the manufacture of fiberglass reinforced plastic and FRP products. It sells a range of FRP products, including filament wound and molded tanks, thermoplastic tanks, lining products, ducting and fitting products, air pollution control equipment, and custom-made products. The firm also offer delivery, installation and repair, maintenance services, and on-site consultation services. The company was founded on March 7, 2023 and is headquartered in Shah Alam, Malaysia.

WF Holding Ltd.

WF Holding Limited Ordinary Shares

WFF is drawing attention after an extraordinary surge driven, in the communitys view, by speculative momentum and heavy trading rather than a clearly established company catalyst. Bulls are framing the move as a possible squeeze, while skeptics dispute that explanation and warn of dilution and a sharp reversal.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

Traders are focused on a community-reported OIP-5 proposal, said to be queued after strong governance support, that would burn Layer-1 fees and direct some Onyx Swap revenue toward XCN buybacks and burns; those mechanisms are not yet active. Renewed attention also reflects Bitcoin turning green and bullish chart-pattern chatter, though some traders question whether momentum and volume can hold.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Traders are linking BRUNs gain to broader AI-infrastructure strength after reports connected Anthropic with IRENs AI-cloud business, and are hoping the attention lifts neocloud peers. The bullish conversation also points to BRUNs five-year sovereign-AI compute agreement, while skeptics remain concerned about execution, financing, and the stocks volatile price action.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians record Q3 deliveries beat expectations, but the stock sold off after the company left its full-year delivery guidance unchanged, fueling a sell-the-news debate. Bulls point to R2 demand and the production ramp, while bears remain concerned about cash burn, losses, and execution risks.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Reports that Starbucks explored a potential Chipotle takeover are driving discussion, though no deal is confirmed. Traders are divided on the strategic fit, with many viewing a large acquisition as a distraction from Starbucks turnaround and others treating the selloff as a buying opportunity.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Speculation over a potential Starbucks takeover of Chipotle is dominating discussion, following reports that Starbucks explored a deal; no formal offer or agreement is confirmed. Traders are divided on the strategic fit and likelihood, while the stock has given back some of its rumor-driven gains.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons strong advance and push around key resistance have driven a largely bullish discussion, with traders citing breakout signals and call activity while others warn of a rejection or pullback. Some also point to reported acquisition talks with AI startup Decart as a possible growth catalyst, though no deal is confirmed.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

Reports of Chinese chipmaker CXMTs progress on 4F-square DRAM and planned server-memory products have raised competition concerns around SK Hynix and other memory stocks. Traders largely argue the technology is unproven and not close to commercial production, while some dismiss the reports as FUD.

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$IBRX Monday Morning Musings….

So July catalysts coming? PSS announcing news on global assistance? Papillary approval in Saudi Arabia coming soon? Much moving parts going on with IBRX. GL$$$😎

S Olsen

Duncan Macleod

Nate

Ulaughing

gilrmora

Herve Offredo

Gary Summersett

$IBRX No BCG/Anktiva shortage in Saudi Arabia. Distro partnerships in place. Patients already signing up for bladder/situ &amp; NSCLC treatments since mid April 2026. Fully expect earnings to ramp up next quarter reporting period. 

Bladder papillary approval in Saudi Arabia is next. I’m sure they have been looking at the data ImmunityBio released since 12/26.  Can’t come soon enough and when it does get approved, it will be announced out of the blue. That should rattle the chokehold on the pps because they’ll hit the ground running signing up patients with it. GL$$$😎 imo.

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ImmunityBio Inc

Hank

 Monday Morning Musings….

So July catalysts coming? PSS announcing news on global assistance? Papillary approval in Saudi Arabia coming soon? Much moving parts going on with IBRX. GL$$$😎