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 narrowed the expected timing for topline results from its Phase 3 REGAL trial of GPS in AML to November after the trial reached its 80th event and entered final analysis. Traders are debating whether the after-hours surge reflects short covering or an unconfirmed leak; the results have not been released, and some caution that the trial outcome remains uncertain.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Anthropics new Claude workplace tools, especially Claude Sheets, have stirred concerns about competition with Excel and Microsoft 365 as traders debate Microsofts recent weakness. Some see the threat as overstated given Offices deep enterprise integration, while others are also scrutinizing AI infrastructure spending and its returns.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels prostate-cancer BLA filing has been pushed to mid-2027 amid FDA discussions and assay refinement, prompting a sharp selloff. Traders are divided over whether this is a manageable manufacturing and CMC delay that leaves the clinical data intact or a sign of execution problems; many also criticize management and worry about dilution.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Hot inflation data and expectations of Fed rate hikes have lifted Treasury yields and the dollar, pressuring gold and driving a sharp GLD selloff. Traders are split between anticipating more downside and treating the decline as a buying opportunity or setup for a rebound.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos quarterly results beat expectations and came with raised full-year guidance and a higher AI-infrastructure outlook. Traders are split over the muted, volatile share reaction: some see strong growth and networking demand, while others cite profit-taking and concerns about margins, inventory, and whether AI orders will translate into sustained revenue.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,111,281. The last known price of Bitcoin is 71,086.72423286 USD and is down -3.89 over the last 24 hours. It is currently trading on 12779 active market(s) with $28,515,435,687.36 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins prolonged selloff and breaks of key support are dominating discussion, with traders pointing to risk-off pressure, tech weakness, ETF outflows and leveraged-long liquidations. Many see further downside and question whether the bull cycle has ended, while others view oversold conditions and nearby support as a buying opportunity.

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Modine Manufacturing Co.

Reported Samsung discussions to acquire Modine have sparked buyout speculation, with traders debating whether the talks will lead to a deal and whether the reported surge will hold; no agreement has been announced. The discussion also reflects interest in Modines data-center cooling business amid AI infrastructure demand.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras quarterly report and stronger-than-expected forward guidance are driving attention, with traders also highlighting a reported Microsoft deal; the stocks sharp reaction has fueled short-squeeze speculation. Bulls emphasize growth prospects, while skeptics point to the wider-than-expected loss, heavy spending and valuation.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials quarterly results and next-quarter outlook beat expectations, but the shares fell despite the strong report. Traders are split between viewing the results and guidance as evidence of robust chip-equipment demand and arguing the good news was already priced in, with the muted reaction amplified by broader tech weakness.

Flowers Foods, Inc. engages in the production and marketing of packaged bakery foods. It offers breads, buns, rolls, snack items, bagels, English muffins, and tortillas and are sold under a variety of brand names, including Nature’s Own, Dave’s Killer Bread, Wonder, Canyon Bakehouse, Tastykake, and Mrs. Freshley’s. The company was founded by William Howard Flowers, Sr. and Joseph Hampton Flowers, Jr. in 1919 and is headquartered in Thomasville, GA.

Flowers Foods, Inc.

Weak quarterly results and a reduced outlook, alongside falling bread volumes, margin pressure and heavy debt, are driving concern about Flowers Foods ability to stabilize and maintain its dividend. Some traders view the selloff and high short interest as a potential rebound or squeeze setup, while others focus on worsening fundamentals; speculation about a Tastykake sale also appears in the discussion.

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Networking.

Networking is a massive theme that has been sweeping markets. Most will match this with names like $COHR  $LITE and $AAOI that are considered in the “optics” theme and are part of the networking umbrella at the gpu, cluster, and rack scale.

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Connecting The Future

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Coherent Corp

Lumentum Holdings Inc

Applied Optoelectronics Inc

Hewlett Packard Enterprise Co

Krypton Research has developed a strategy that has returned us 70% YTD without chasing hot stocks, despite our thematic investing focus.

Here’s an example, and our 100%+ pick:

Networking.

Networking is a massive theme that has been sweeping markets. Most will match this with names like 

 that are considered in the “optics” theme and are part of the networking umbrella at the gpu, cluster, and rack scale.

We viewed it from one step higher, connections at the industrial level that carry the power of AI to physical machinery and human facing endpoints.

Validation for this theme has come from names like 

 so far with their WiFi-7 figures and overall industrial connectivity orders booming.

We invested and covered a mid cap in this exact space that is an also leader in those mentioned categories, yet instead of trading at networking multiples, the market gives it industrial.

100% upside.

