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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 is being linked to concerns about financing its debt-heavy AI data-center expansion, with traders focused on rising bond yields, borrowing costs, and possible dilution amid weakness across neocloud stocks. Bears question whether the company can turn its AI backlog into returns after financing costs, while bulls argue the decline is an overreaction and demand for compute remains strong.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SOFIs sharp selloff and break to 52-week lows are being linked by traders to hot inflation data, rising Treasury yields, renewed rate-hike concerns, and broader weakness in banks and small caps. The decline has fueled frustration over management and past share offerings, while bulls call it an oversold buying opportunity; analysts bullish and bearish views are also drawing attention.

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.

A hotter-than-expected inflation reading and rising fuel costs dominate discussion, with traders linking DJTs weakness to backlash over Trumps handling of the Iran conflict and the Russia diesel arrangement. Sentiment is overwhelmingly bearish, though some traders call for a rebound or view the decline as a buying opportunity; no company-specific catalyst stands out.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydances sharp decline is centered on the ex-warrant date: eligible holders received separately traded warrants, and the shares now trade without that entitlement. Traders disagree over how much of the drop is a mechanical adjustment versus selling pressure and dilution concerns, while the Warner Bros. Discovery deals heavy debt adds to bearish sentiment.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention amid a sharp semiconductor selloff, with traders pointing to hotter-than-expected inflation and weakness in memory-chip shares alongside concerns about Chinese competition. The 3x leveraged ETFs volatility has fueled debate between dip-buyers calling the drop overdone and traders expecting further downside.

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

The FDA expanded ANKTIVAs approval with BCG to include high-grade papillary-only BCG-unresponsive bladder cancer, broadening the treatments eligible patient population. Traders are largely bullish on the regulatory milestone, while debating why the share price has not reacted more strongly and speculating about a delayed response or short covering.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Barclays downgrade of Dell to Equal Weight, citing elevated valuation and no clear AI-driven growth inflection, is the main focus behind the sharp selloff; the note also questioned whether recent revenue gains reflect stronger demand or higher component costs. Traders are divided between viewing the drop as an overreaction and buying opportunity, and arguing that valuation and AI-demand risks leave room for further weakness.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment focuses on solutions to meet clients’ needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

Bank Of America Corp.

Bank of America Corp

Bank of Americas selloff is driven by a historic penalty for anti-money-laundering and sanctions-compliance failures, alongside quarterly earnings and revenue misses and weaker trading and investment-banking results. Many traders are bearish on the compliance lapse and operating shortfalls, while some see the penalty as a one-time hit and point to stronger net interest income as a reason the decline may be overdone.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Hotter-than-expected September CPI has pressured QQQ as traders weigh higher Treasury yields and increased odds of another Fed rate hike. Bearish calls about further tech-led losses dominate, though some traders expect the selloff to reverse and are buying dips.

Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company was founded by Richard H. Aldrich, Michelle Dipp, Piyush Gupta, Satish Jindal, Eric S. Lander, Robert F. Weinberg, and Christoph H. Westphal on August 4, 2010 and is headquartered in Needham, MA.

Verastem Inc

Verastems early VS-7375 results showing antitumor activity across pancreatic, lung and colorectal cancers are driving attention, alongside a large offering to fund development. Traders are broadly encouraged by the clinical data but debate dilution and the volatile price action, with some attributing the move to short covering.

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$SLS $JNJ $PFE $ABBV $AZN Part 2. 
11. Institutional Shares Ownership(Long) 90,972,079 - 45.05% 
12. GPS Regal Phase 3 study Breakthrough success master Key to unlock 20+ other WT1 Platform indications= $40BILLION + World wide revenues potential.
13. SLS009 (tambiciclibBlockbuster data to date better than any CDK9 in production right now.
14. J&amp;J executives openly touting GPS as Game changing cancer treatment in AML.
15. AZN Executives openly touting GPS as Breakthrough Cancer treatment.
16. Down to 11 Time Employees now from 13 during QP.
17. Sellas Extremely lean Co. for outright BO.
18. ASH 2026 Huge Booth for potential Victory lap for LBA GPS Breakthrough data+ BO!
✌️🙏❤️‍🩹

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Francis Armonio

$SLS Most Dangerous Biotechnology Stock to short EOY 2026:
1. 5 BOD Cluster purchases on open Market in 2025.
2. JP Morgan 1x1 Investor conference in November 2025(MNPI)
3. No current Executive or BOD have sold a single share of the Co. since inception, other than for annual tax purposes.
4. CEO Dr. Stergiou Granted 1 Million shares RSU, immediately Exercisable upon change of control.
5. June 2026 Change of Control filing with golden parachutes for executives payables in cash.
6. Executives granted RSU’s immediately Exercisable upon change of control.
7. May 11, 2026 Regal Phase 3 hit 78 Events out of 80 required for Final Analysis.
8. 5 months not a single event confirmed due to potentially Ad Infinitum “CURED” over 70% of the remaining patients in GPS ARM.
9. 7/4/26 Dr. Stergiou said entering QP on both Corporate and Data Side.
10. Co. Got a huge booth at biggest Hematology conference in World ASH 2026.
11. 10/14-10/28 LBA due for ASH 2026.
Part 1. ✌️🙏❤️‍🩹

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SELLAS Life Sciences Group Inc

Johnson & Johnson

Pfizer Inc

Abbvie Inc

AstraZeneca PLC

 Part 2. 
11. Institutional Shares Ownership(Long) 90,972,079 - 45.05% 
12. GPS Regal Phase 3 study Breakthrough success master Key to unlock 20+ other WT1 Platform indications= $40BILLION + World wide revenues potential.
13. SLS009 (tambiciclibBlockbuster data to date better than any CDK9 in production right now.
14. J&J executives openly touting GPS as Game changing cancer treatment in AML.
15. AZN Executives openly touting GPS as Breakthrough Cancer treatment.
16. Down to 11 Time Employees now from 13 during QP.
17. Sellas Extremely lean Co. for outright BO.
18. ASH 2026 Huge Booth for potential Victory lap for LBA GPS Breakthrough data+ BO!
✌️🙏❤️‍🩹

@SellasgpsCurativeBAT11 Very impressive summary. Thanks for posting.

StockTwits Web

 Very impressive summary. Thanks for posting.