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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 seeing significant investor attention centered on the imminent 80th event trigger for the REGAL Phase 3 trial, which stakeholders view as a critical milestone for validating its GPS immunotherapy. The community is heavily focused on the potential for a transformative valuation re-rating, with discussions highlighting strong institutional accumulation and management's commentary on the long-term survival of trial participants.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors react to a deal for 200 aircraft from China while simultaneously digesting news of the company's CEO joining a high-profile U.S. business delegation in Beijing. Community discussion is heavily divided between frustrated shareholders focusing on recent price volatility and longer-term bulls who believe the backlog of orders and the potential for a larger deal make the current dip a buying opportunity.

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 is attracting significant investor attention as positive clinical data from its pancreatic cancer trials and upcoming ASCO presentation fuel momentum toward recent price highs. The community is actively discussing the stock's growth potential and ongoing de-risking milestones, with many pointing to recent analyst price target increases as a sign of building institutional confidence.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is capturing significant market attention following the launch of Gemini 3.5 Flash and the announcement of a new TPU-powered cloud venture with Blackstone, moves the community views as a strategic effort to solidify its dominance in AI infrastructure and enterprise cloud services. Investors are actively discussing the stock's role in the broader AI ecosystem, with many closely tracking how these aggressive capital investments and model advancements will translate into long-term cloud revenue growth.

Chewy, Inc. operates as an online retailer of pet food and other pet-related products and services. It supplies pet medications, food, treats and other pet-health products and services for dogs, cats, fish, birds, small pets, horses, and reptiles. It has a portfolio of pet healthcare offerings that includes Chewy Pharmacy, Connect with a Vet, and CarePlus, an exclusive suite of pet-first insurance and wellness plans. The company was founded by Ryan Cohen and Michael Day in September 2011 and is headquartered in Plantation, FL.

Chewy Inc - Ordinary Shares - Class A

Chewy Inc

Chewy is trending as investors debate whether the stock's slide to 52-week lows represents a prime buying opportunity for a profitable, subscription-based business or a sign of deeper underlying weakness. The community remains sharply divided, with bulls pointing to institutional accumulation and strong customer retention while bears highlight concerns over margin pressure, leadership changes, and heavy selling volume.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is currently trending due to strong institutional interest and an earnings beat-and-raise that solidified its role as a critical bottleneck-solving provider in the AI infrastructure stack. The community is actively discussing the company's Scorpio X-Series adoption and its vital connectivity solutions, with many investors debating the stock's valuation as it experiences high-momentum volatility.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is driving intense community interest due to significant government contract wins and an expanding joint venture with major U.S. mobile network operators, fueling discussions around the company's long-term commercialization strategy. Investors are closely monitoring its high-cadence satellite launch schedule as they weigh the potential for a market breakout against the stock's high volatility.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA Group is currently a major focus for investors as they head into earnings, with community sentiment split between those impressed by the brand's rapid store expansion and those skeptical of its high valuation. The stock is seeing significant activity as traders debate whether the company can maintain its momentum against a challenging macro backdrop, fueling active discussions on whether to hold through the volatility or play the earnings move.

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 at the center of intense market debate as investors brace for the upcoming earnings report, with sentiment split between those expecting a massive beat that ignites an AI rally and bears anticipating a classic sell-the-news event. The community is heavily focused on data center demand, Blackwell shipment updates, and whether the stock's recent volatility is a tactical shakeout by institutions or a sign of an impending correction.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as investors digest significant strategic shifts, including a major data center joint venture with Blackstone and reports of project collaborations with SpaceX. The community is actively debating the company's long-term AI infrastructure strategy, with discussions focused on how these partnerships and agentic AI initiatives like Gemini Spark position Google to compete against other cloud hyperscalers.

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Global jet fuel market is small - accounting for &lt;7.5% of total oil demand but even the smallest suplly imbalance changes an airlines P&amp;L instantly 
 
Jet fuel reps roughly 25% to 35% of an airline&#39;s total op expenses &amp; operates on razor-thin net profit margins—historically averaging just 3%-5% 
 
Airlines don&#39;t just pay for crude oil; they pay for the cost of refining it into jet fuel - jet fuel crack spread - when these are elevated - refiners chase after them 
 
Unfortunately for them, jet fuel has zero elasticity of demand - They are forced to absorb the price shock in real-time, whereas passing those costs onto consumers via ticket surcharges usually suffers from a multi-month lag which subsequently triggers demand destruction &amp; reduces passenger load factors 
 
Back of napkin: 
 
A legacy carrier consuming roughly 4B gallons of fuel a year - every $0.25 fluctuation in the price per gallon—whether driven by crude oil or the crack spread—translates directly to a $1B hit to annual pre-tax P&amp;L (assume no hedges) 
 
$VLO $PSX $XOM $JETS

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US Global Jets ETF

Global jet fuel market is small - accounting for <7.5% of total oil demand but even the smallest suplly imbalance changes an airlines P&L instantly 
 
Jet fuel reps roughly 25% to 35% of an airline's total op expenses & operates on razor-thin net profit margins—historically averaging just 3%-5% 
 
Airlines don't just pay for crude oil; they pay for the cost of refining it into jet fuel - jet fuel crack spread - when these are elevated - refiners chase after them 
 
Unfortunately for them, jet fuel has zero elasticity of demand - They are forced to absorb the price shock in real-time, whereas passing those costs onto consumers via ticket surcharges usually suffers from a multi-month lag which subsequently triggers demand destruction & reduces passenger load factors 
 
Back of napkin: 
 
A legacy carrier consuming roughly 4B gallons of fuel a year - every $0.25 fluctuation in the price per gallon—whether driven by crude oil or the crack spread—translates directly to a $1B hit to annual pre-tax P&L (assume no hedges) 
 
