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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 trending as investors react to an SEC filing updating executive change-of-control agreements, which the community is widely interpreting as a strategic move to prepare for an imminent acquisition. This speculation is being intensified by a high-pressure environment for short sellers, marked by triple-digit borrow fees and extremely limited share availability, as traders position for the highly anticipated data readout from the company's Phase 3 REGAL trial.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing intense investor scrutiny and selling pressure as concerns mount over its massive capital expenditure on AI infrastructure and a perceived lack of immediate return on investment. The community is sharply divided, with some viewing the technical breakdown and lower valuation as a generational buying opportunity, while others express frustration over the stock's persistent underperformance compared to the broader market and chip-focused sectors.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is experiencing significant volatility as investors debate the impact of rising memory chip costs on profit margins following recent price increases across its iPad and Mac lineups. The community is actively split between those viewing the pullback as a buying opportunity for a resilient market leader and others expressing concern that these price hikes signal structural demand destruction and the end of the stock's recent momentum.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is seeing significant market volatility as investors weigh a blowout earnings report and massive analyst price target upgrades against broader sector concerns regarding hyperscaler capital spending and cost-push inflation. The community is sharply divided, with some traders actively capitalizing on the rapid price swings through high-conviction momentum plays, while others express caution, viewing the recent activity as a potential bubble or an overextended cycle.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is experiencing extreme volatility and heavy volume as community members debate whether the stock is a prime candidate for a short squeeze or a fundamental turnaround play. While many retail investors are actively buying the dip to apply pressure on short sellers, others remain skeptical about the sustainability of the recent momentum.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is experiencing heightened volatility and intense community debate as shareholders react to its aggressive leveraged Bitcoin accumulation strategy amidst a broader crypto market downturn. Investors remain sharply divided between those viewing the current price as a generational buying opportunity and critics who argue the company's reliance on capital raises and debt could trigger a prolonged deleveraging spiral.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is trending as the company restores NBCUniversal content to its platform, a development community members hope will drive subscriber growth ahead of major upcoming sporting events. Despite this catalyst, investors remain deeply divided, with many expressing long-standing frustration over management's track record and the stock's significant decline, while bulls point to the Disney partnership and recent carriage deals as signs of a potential turnaround.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

The iShares Silver Trust is experiencing significant volatility as market participants debate whether recent price pullbacks represent a long-term structural correction or a buying opportunity driven by persistent industrial demand for AI infrastructure. The community remains deeply divided, with some investors aggressively accumulating physical holdings on the belief that silver's critical role in technology and energy will drive future gains, while others caution against ongoing liquidation pressure and market manipulation.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing high volatility as investors weigh the company's long-term potential in data center infrastructure and photonics against recent technical weakness and heavy insider selling. While the community remains divided, discussions focus on whether the current price action represents a structural reset or a buying opportunity, with traders closely monitoring support levels and the potential for new hyperscaler deals to catalyze a reversal.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is trending following a strong quarterly earnings report that featured a revenue beat and upward guidance, fueling investor optimism despite ongoing community debate regarding long-term post-TDAPA reimbursement projections. Discussions remain centered on the company's product adoption, active share buyback program, and the potential impact of pending kidney care legislation on future growth.

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$CARS I think they should be valued at 6-8X EBITDA minus net debt…..

$1.2 billion- $1.6 billion minus around $425 million is $775 million- 1.175 Billion.

With buybacks share count  should be less than 52 million. I’ll use 52 million (only need to buyback just under 4 million shares rest of year).

My target is $14.90- $22.60!

$CARS yeah so 5% of shares bought back in Q1 with additional $66 million to be bought…. I don’t think market going to continue to let them to buyback below $10. The nice thing is they bought back below book value on average so have to give it to them to buyback almost 3 million shares quickly!

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 I think they should be valued at 6-8X EBITDA minus net debt…..

$1.2 billion- $1.6 billion minus around $425 million is $775 million- 1.175 Billion.

With buybacks share count  should be less than 52 million. I’ll use 52 million (only need to buyback just under 4 million shares rest of year).

My target is $14.90- $22.60!

This assumes $200 million EBITDA. I think they can do $225 million with cost savings in 2027!