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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

CBRS is drawing attention amid a steep post-IPO decline, as traders point to successive lockup expirations and insider share sales as potential sources of selling pressure, alongside a TD Cowen price-target cut and concerns about valuation and growth. Bears expect further downside, while some bulls view the stock as oversold and are averaging in ahead of earnings.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention for its steep decline and repeated references to fresh lows, with bearish traders citing the companys weak business fundamentals and its dependence on Trump-related sentiment. Midterm outcomes and Trumps political headlines feature in the discussion, but mostly as speculation rather than a confirmed single catalyst.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

OKLO is drawing attention amid a steep selloff, with traders citing share dilution from ATM offerings and founder stock sales alongside weak sentiment toward pre-revenue nuclear developers. Some see an oversold dip or short-squeeze potential, while bears point to the lack of revenue and long, uncertain commercialization timeline.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhoods steep selloff ahead of quarterly earnings is driving discussion, with traders citing analyst caution, macroeconomic pressure and weakness in crypto-related stocks as possible headwinds. Bulls view the pullback as a buying opportunity and hope for an earnings rebound, while bears see continued downside.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXOs steep slide to new lows is being attributed to weak housing and residential roofing demand, elevated rates and broader macro pressure, with analyst target cuts adding to selling concerns. Traders are sharply divided between blaming dilution and managements lack of communication and viewing the building-products acquisition roll-up as undervalued long-term.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves sharp selloff has centered on concerns about its heavy debt, financing costs and ability to fund AI infrastructure expansion amid a broader neocloud pullback. Traders are split between viewing the decline and Goldman Sachs Buy upgrade as a buying opportunity and fearing further losses or dilution; the upgrade has not quelled the financing-risk debate.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicines shares surged after Phase 3 APOLLO results for bitopertin met both primary and all secondary endpoints in EPP, addressing the FDAs earlier efficacy concerns; the company plans to resubmit its application by year-end. Traders are weighing the stronger approval case against dilution concerns from a proposed stock and warrant offering, with debate over whether the rally can hold.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

A stronger-than-expected third-quarter report and an upbeat 2027 earnings outlook are driving CLFs rally, with traders also pointing to higher steel prices and renewed contracts. Bulls are discussing short-squeeze potential, while skeptics question whether the forecast can overcome the companys debt and reliance on favorable steel prices.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE is drawing attention ahead of its Q3 earnings report, with traders focused on engine demand, the large backlog, and whether margins and guidance can support its valuation. Bullish options activity and buy-the-dip comments contrast with concern over recent weakness and the risk of another earnings-related selloff.

AGNC Investment Corp. engages in the operation of a real estate investment trust. The firm invests in residential mortgage pass-through securities and collateralized mortgage obligations for which the principal and interest payments are guaranteed by the United States government-sponsored enterprise or by the United States government agency. It also invests in other types of mortgage and mortgage-related securities, such as credit risk transfer securities and non-Agency residential and commercial mortgage-backed securities, where repayment of principal and interest is not guaranteed by the United States government-sponsored enterprise or by the United States Government agency, and other assets related to the housing, mortgage, or real estate markets. The company was founded on January 7, 2008 and is headquartered in Bethesda, MD.

AGNC Investment Corp

AGNCs Q3 results, especially a steep drop in tangible book value and a GAAP loss, have intensified concerns about its mortgage-bond portfolio, leverage, and valuation amid rate and spread pressure. Some traders see the selloff as an opportunity to accumulate shares for the high monthly dividend, while others worry about further declines and whether the payout is sustainable.

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$SLS I&#39;m starting to think that they will release the 80th event along with FA. Either required by potential buyer or their new strategy. Tomorrow will be 73 days since May 11th. That&#39;s 29 days pass the statistical deadline! It can&#39;t be that much based on previous data.  
Ideally they should drop the news in the afternoon when there&#39;s no time to schedule interviews. And then everybody tune in to watch him on Fox 
Something is going on behind the scenes. These 29 days is too big a delay 
Thoughts?

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$SLS This is a possibility especially given that they entered the quiet period. There is no legal requirement to announce the 80th. Having said that if the 80th happened it could have leaked and that did not happen.

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Gray Wolf

$SLSIf I had to guess when any news comes it would be during the earnings call on or around 8/11. It has been used for major news before. It would also be a great platform to present initial BO offer(s) to shareholders.

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Gabe Utsecs

$SLS Along with final analysis? Final data could be months after 80th event. If you mean topline, they have already said they&#39;d PR 80th event then topline after.

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SELLAS Life Sciences Group Inc

 I'm starting to think that they will release the 80th event along with FA. Either required by potential buyer or their new strategy. Tomorrow will be 73 days since May 11th. That's 29 days pass the statistical deadline! It can't be that much based on previous data.  
Ideally they should drop the news in the afternoon when there's no time to schedule interviews. And then everybody tune in to watch him on Fox 
Something is going on behind the scenes. These 29 days is too big a delay 
Thoughts?

Martin B

@Mataco agree. Been thinking this since F+F was announced.

 agree. Been thinking this since F+F was announced.

Ame Wolf

@Mataco at some point th F+F host will slip in... &quot;So Sterg, what is the update on 79 and 80?&quot; And he will drop some vague line that everyone will be interpreting for the next week - maybe still alive?

 at some point th F+F host will slip in... "So Sterg, what is the update on 79 and 80?" And he will drop some vague line that everyone will be interpreting for the next week - maybe still alive?

@Mataco certainly shareholders would forgive 80th announcemrnt delay until data released too.

Louise

 certainly shareholders would forgive 80th announcemrnt delay until data released too.

@Mataco I have thought the same thing lately given the fact that there has been no news on anything at all. No SLS009, 3D, warrant count. Nothing! 
 
That to me points at ongoing negotiations.  Why else would they be in a quest period before the 80th has occurred (publicly at least). I could be totally wrong but it would explain some things.  
 
If I had to guess when any news comes it would be during the earnings call on or around 8/11. It has been used for major news before. It would also be a great platform to present initial BO offer(s) to shareholders.

Erika Malone

Creativemode

 I have thought the same thing lately given the fact that there has been no news on anything at all. No SLS009, 3D, warrant count. Nothing! 
 
That to me points at ongoing negotiations.  Why else would they be in a quest period before the 80th has occurred (publicly at least). I could be totally wrong but it would explain some things.  
 
If I had to guess when any news comes it would be during the earnings call on or around 8/11. It has been used for major news before. It would also be a great platform to present initial BO offer(s) to shareholders.

@Mataco there is no statistical deadlines, you can’t take the event rate from 72 to 78 and just extrapolate it to assume you will get the last two events in 44 days. It’s a stochastic process, you can’t assume the rate will be linear.. we’re either still at 78, most likely 79 based on stergs communication - and firmly in any day territory now

Jeff Freedman

Anon

Duane Nack

 there is no statistical deadlines, you can’t take the event rate from 72 to 78 and just extrapolate it to assume you will get the last two events in 44 days. It’s a stochastic process, you can’t assume the rate will be linear.. we’re either still at 78, most likely 79 based on stergs communication - and firmly in any day territory now

Bulling

@Mataco I see your point on 29 days being too long.   Someone seveal days ago even mentioned that an enemy naturally in that age group is a high possibility.  Your timing of a release allows Fox to be the first to break the story, other than what Sellas has to file with the SEC.  

Am I that lucky..... no, but if that happened the spread of this would make waves in the news and the medical communities that would give tremendous hope for so many that are trying to fight this horrible disease.

Steve D

 I see your point on 29 days being too long.   Someone seveal days ago even mentioned that an enemy naturally in that age group is a high possibility.  Your timing of a release allows Fox to be the first to break the story, other than what Sellas has to file with the SEC.  

Am I that lucky..... no, but if that happened the spread of this would make waves in the news and the medical communities that would give tremendous hope for so many that are trying to fight this horrible disease.

@Mataco i doubt that.
As soon as 80th occurs, ( that is legally processed)  will announce it as mentioned earlier. 
 FA will take 2-3 weeks. 

It is possible with 80th topline is announced.

Again, life is not linear ...29 days. Is 1 month..

Possible for a person to survive 1 or 2 months approx  longer.
Having said that 80th seems to be imminent. 

On Fox going to discuss science ...probably how the drug is working well. ( the scientific breakthroughs for both).

There are reputed scientists / Doctors involved.

 i doubt that.
As soon as 80th occurs, ( that is legally processed)  will announce it as mentioned earlier. 
 FA will take 2-3 weeks. 

It is possible with 80th topline is announced.

Again, life is not linear ...29 days. Is 1 month..

Possible for a person to survive 1 or 2 months approx  longer.
Having said that 80th seems to be imminent. 

On Fox going to discuss science ...probably how the drug is working well. ( the scientific breakthroughs for both).

There are reputed scientists / Doctors involved.