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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is drawing significant investor attention ahead of its upcoming earnings report, with the community closely tracking its aggressive infrastructure buildout, including a newly broken-ground gigawatt-scale AI factory. Market participants are debating the company's valuation and capital expenditure intensity, while bullish sentiment is fueled by its strategic positioning within the AI hardware and cloud ecosystem.

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 trending as the company nears the final data readout for its pivotal Phase 3 REGAL trial, having confirmed that 78 of the 80 required events for the study have been reached. The community is actively debating the potential for a significant short squeeze given the substantial short interest, while investors maintain a bullish outlook on the transformative clinical potential of the GPS treatment for AML patients.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy Enterprises is trending as investors react to a significant partnership with Turbine-X to deploy American-made long-duration energy storage for AI-driven data centers. The community is actively debating the company's ability to scale manufacturing and execute on its growing commercial pipeline, with many traders closely monitoring high short interest and potential for a squeeze.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is facing intense volatility as shareholders react to a significant public offering priced at a discount to market levels. While some investors express frustration over the timing and dilutive nature of the raise, others are debating whether the capital influx positions the company to aggressively scale production and pursue strategic M&A within the high-demand defense drone sector.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as investors react to a mixed earnings report that highlighted strong AI and cloud growth offset by concerns over heavy investment spending and compressed margins. While some in the community see the current price as a buying opportunity for a long-term AI play, others remain skeptical, dismissing the stock as a value trap prone to volatility.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The SPY is trending as investors weigh hot inflation data against an aggressive corporate delegation to China, with market participants debating whether the resilience of tech-heavy sectors signals an unstoppable rally or a bubble fueled by complacency. The community is sharply divided, with bulls pointing to the strength of AI-driven capital expenditure and momentum, while bears remain focused on rising yields, elevated oil prices, and the potential for a liquidity-driven correction.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The market is showing extreme resilience and aggressive dip-buying behavior despite lingering concerns over hot producer inflation data, geopolitical tensions, and persistent oil price pressures. Investors are heavily focused on the implications of AI-driven capital expenditure and high-level corporate trade delegations to China, fueling a 'buy the dip' sentiment that continuously defies negative macro catalysts.

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 trending as investors react to the surprise news that CEO Jensen Huang has joined President Trumps high-stakes delegation to Beijing, sparking optimism that export restrictions on advanced AI chips could be eased. The community is sharply divided between bulls anticipating a massive breakout toward 250+ heading into earnings and bears who remain cautious due to recent hot wholesale inflation data and broader macroeconomic uncertainty.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeed is experiencing significant price volatility and retail attention as traders speculate on a potential short squeeze and a technical turnaround following recent leadership changes and infrastructure developments. The community remains deeply divided, with many retail investors highlighting the painful history of the stock's bankruptcy and share dilution, while others are aggressively buying in, citing the company's critical role in the silicon carbide supply chain for AI data centers.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

Unusual Machines is currently trending as investors debate the potential for a rebound in the drone sector, fueled by ongoing geopolitical tensions and the company's recent $75 million strategic materials purchase to support rapid domestic scaling. The community is actively discussing the stock's significant volatility and dilution concerns alongside high expectations for their upcoming earnings report, with many looking for a breakout driven by the company's critical role in the U.S. defense supply chain.

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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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This is not investment advice but just for entertainment purposes remember someone, or at most 4 investors, collectively invested over $400,000 the last 2 trading days to purchase 4,500 $SNDX $22 calls expiring this Friday (450,000 shares). 
 
Whoever he/she/they may be, SNDX needs to hit roughly $22.70 by Friday for these investments to simply break even (of course the bid right now is $0.50 per Fidelity). 
 
The attachment (left side) reposts our post from last Friday summarizing the day &amp; the detail trading in these calls over the last 5 days. We see minor additional purchases but no meaningful sales. 
 
Good luck to whoever you are. We&#39;re rooting for you.

Sood

Paula

Haud L Richards

Atanas

Georgeson

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Syndax Pharmaceuticals Inc

This is not investment advice but just for entertainment purposes remember someone, or at most 4 investors, collectively invested over $400,000 the last 2 trading days to purchase 4,500 

 $22 calls expiring this Friday (450,000 shares). 
 
Whoever he/she/they may be, SNDX needs to hit roughly $22.70 by Friday for these investments to simply break even (of course the bid right now is $0.50 per Fidelity). 
 
The attachment (left side) reposts our post from last Friday summarizing the day & the detail trading in these calls over the last 5 days. We see minor additional purchases but no meaningful sales. 
 
Good luck to whoever you are. We're rooting for you.

Night Owl Biotech Research

@Night_Owl_Biotech That&#39;s quite a large risky bet, especially in light of KURA&#39;s PR today. Barring a terrible Kura&#39;s Q1 results in a few hours and no BO from INCY by this Friday, this bet is not going to turn out well.

 That's quite a large risky bet, especially in light of KURA's PR today. Barring a terrible Kura's Q1 results in a few hours and no BO from INCY by this Friday, this bet is not going to turn out well.

@Georgeson  
 
I agree with everything you say yet still it&#39;s my considerable life experience that people with that much money to invest, as a general rule, are usually very astute &amp; don&#39;t make these major investments on a whim. At the same time, I do recall investors losing tens of millions buying SWTX when the M&amp;A rumors were white hot. Hey man you cannot reconcile everything you see in biopharma :) 
 
I promise you my wife of 27 years would leave me in a hot minute if I lost $100,000 in 1 week on speculative trading, nevermind $400,000.

  
 
I agree with everything you say yet still it's my considerable life experience that people with that much money to invest, as a general rule, are usually very astute & don't make these major investments on a whim. At the same time, I do recall investors losing tens of millions buying SWTX when the M&A rumors were white hot. Hey man you cannot reconcile everything you see in biopharma :) 
 
I promise you my wife of 27 years would leave me in a hot minute if I lost $100,000 in 1 week on speculative trading, nevermind $400,000.