SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending amidst heightened geopolitical tensions, primarily fueled by President Trump's recent rhetoric regarding Greenland and threats of substantial tariffs against European allies like France. The community is bracing for significant market volatility, with many predicting a "bloodbath" and actively discussing bearish positions, while others anticipate a "buy the dip" recovery. These concerns are amplified by broader instability in global financial markets, including surging bond yields in both the US and Japan.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending amid escalating geopolitical tensions and tariff threats from the US concerning Greenland, compounded by an anticipated Supreme Court decision related to tariffs, which has triggered a pre-market sell-off in tech-heavy indices. Community sentiment is sharply divided; while some anticipate a severe market downturn and "Black Tuesday," many others see this as a manufactured dip and a "buy the dip" opportunity, expecting a quick recovery. This dynamic reflects QQQ's sensitivity to global trade policy and broader economic uncertainties, despite ongoing tech sector narratives.

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 (IBRX) is experiencing significant buzz following its Saudi FDA approval for non-small cell lung cancer, signaling a potential paradigm shift in cancer treatment. The community is fiercely optimistic, citing high short interest, CEO Dr. Patrick Soon-Shiong's vocal advocacy against perceived FDA bureaucracy, and the company's mission to cure cancer as drivers for an anticipated massive short squeeze and substantial growth.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical (DRTS) is trending strongly, fueled by recent breakthrough pancreatic cancer data and high expectations surrounding its J.P. Morgan Healthcare Conference presentation. The community is abuzz with anticipation for imminent PMDA approval in Japan and rumored institutional buying, spotlighting Alpha Tau's innovative Alpha DaRT technology as a potentially undervalued and disruptive force in oncology. Significant trading volume reflects growing investor confidence and a belief that clinical milestones are poised to drive substantial upside, independent of broader market trends.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as investors are enthusiastic about recent confirmations of its Optical Interposer technology being utilized by major players like Marvell, acquired through Celestial AI. The community is actively discussing POET's role as a critical enabler for the AI and data center "optical supercycle" by offering high-density, low-power, and cost-effective optical interconnect solutions. Anticipation is high for upcoming customer and investor disclosures, though some perceive market manipulation hindering immediate price appreciation.

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

IREN is trending due to its pivotal shift toward AI cloud infrastructure, with recent positive news on semiconductor tariffs and ongoing speculation about major partnerships with tech giants like xAI sparking community interest. Investors are keenly debating its valuation and future growth, emphasizing its valuable power capacity in a rapidly expanding AI sector, leading to active buying on dips and profit-taking.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. (CRML) is drawing significant market attention amidst escalating geopolitical discussions surrounding Greenland's vast critical mineral resources and the strategic imperative to secure rare earth supply chains. Community discussion is buzzing around the company's established partnerships for rare earth processing and expectations for updates from a highly anticipated business call, all set against a backdrop of increasing global demand for strategic metals.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as discussions center on former President Trump's controversial efforts to acquire Greenland, reportedly linked to a perceived Nobel Peace Prize snub. This has spurred debate over potential tariffs on European nations in opposition, polarizing the community between those who view it as a bold 'America First' strategy and those warning of destabilized alliances and potential market repercussions.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is trending amidst a notable downturn, with community discussion centered on a resurfaced short report alleging fraudulent data practices and money laundering. Despite recent analyst upgrades highlighting its strong fundamentals and AI-driven ad platform, many investors are debating whether the sharp decline stems from market manipulation or presents a strategic buying opportunity ahead of upcoming earnings.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx is experiencing significant upward momentum driven by strong preliminary Q4 results and an accelerated 2026 outlook, with IBSRELA revenue now projected to reach $1 billion by 2029. This bullish sentiment is further fueled by a patent extension for both IBSRELA and XPHOZAH until 2041, which the community sees as a 'game changer' fundamentally re-rating the company's long-term value and sparking widespread speculation about potential acquisition interest.

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My AI data center and infrastructure list.  I’ll be buying on pullbacks.

AES,ASPI,BWXT,CEG,D,ETN,FSLR,GEV,
GOOGL,HUBB,IBM,MRVL,MSFT,NEE,
NRG,NXE,NVDA,OKLO,PWR,URG,VRT,
VST,XOM