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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 after confirming the pivotal REGAL clinical trial has reached 78 of the 80 required events, bringing the company to the brink of final data unblinding. The community is actively debating the potential for a significant short squeeze due to high short interest, while long-term investors remain focused on the transformative potential of the GPS treatment for AML patients and the prospect of institutional interest or a future buyout.

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 experiencing high volatility as investors weigh the potential impact of a labor strike at Samsung against broader AI-driven demand and sector-wide rerating expectations. The community is sharply divided between bulls dismissing dips as buying opportunities for a potential run toward the thousand-dollar mark and bears warning of an overextended market prone to sudden, sharp reversals.

WORK Medical Technology Group Ltd. engages in the development of health instruments. It manufactures and sells medical devices, including endotracheal tubes, laryngeal mask airways, heat and moisture exchanging filters, disposable breathing circuits, nebulizer kits, and yankauer suction sets. The company was founded on March 1, 2022 and is headquartered in Hangzhou, China.

Work Medical Technology Group Ltd - Ordinary Shares - Class A

Work Medical Technology Group Ltd

Work Medical Technology Group Ltd (WOK) is trending as retail investors engage in intense speculation, driven by high trading volume, extreme volatility, and a micro-float structure that has fueled massive intraday price swings. While some community members celebrate the potential for a short squeeze and parabolic gains, many others warn of a typical 'China hustle' pump-and-dump pattern involving history of reverse splits and significant dilution risks.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently surging as the broader space sector sees a massive influx of capital driven by the anticipation of a major industry IPO and increased defense-related satellite spending. The community is actively debating the stock's valuation and long-term potential, with bullish sentiment fueled by consistent launch success and the company's expanding vertical integration, while some skeptics monitor insider selling and technical overextension.

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 Inc. is experiencing intense volatility and speculative interest as retail traders monitor its aggressive price swings, with many debating the impact of the company's recent bankruptcy restructuring and ongoing dilution concerns against the potential for an AI-driven short squeeze. Community sentiment is deeply divided, alternating between skepticism regarding the firm's financial health and optimism that its role in the silicon carbide supply chain makes it an undervalued infrastructure play.

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 reports that CEO Jensen Huang joined President Trump's delegation to China after a last-minute invitation, sparking speculation about potential trade deals and eased chip export restrictions. The community remains deeply divided, with some traders leveraging the headline to fuel bullish momentum ahead of earnings, while others debate the long-term impact of geopolitics on the company's access to the Chinese market.

Everspin Technologies, Inc. engages in the provision of magnetoresistive random access memory (MRAM) solutions. Its products include Toggle MRAM, Spin-transfer Torque MRAM, TMR Sensors, and Embedded MRAM. The company was founded by Saied Tehrani on May 16, 2008 and is headquartered in Chandler, AZ.

Everspin Technologies Inc

Everspin Technologies is trending as investors bet on the company as a rare pure-play leader in MRAM technology, which is increasingly viewed as critical for space, defense, and edge AI applications. Community discussions center on the stock's potential for a gamma squeeze, its low-float dynamics, and comparisons to historical memory sector runners, with many participants debating whether the current rapid price appreciation is supported by fundamentals or speculative hype.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is trending amid a record-breaking rally in semiconductor stocks, fueled by AI-driven optimism and the potential for reduced export restrictions during high-level trade discussions. While bulls are celebrating new highs and persistent momentum, the community is actively debating whether this vertical move represents a sustainable super-cycle or an overextended bubble nearing a volatile correction.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions is experiencing significant trading activity driven by its strategic role as an AI infrastructure provider and recent positive analyst sentiment regarding its growth in AI compute and memory. The community is actively discussing its partnerships with major tech players, its undervalued market position relative to competitors, and the potential for a long-term re-rating as a critical component of the AI factory ecosystem.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is surging as investors speculate that the upcoming SpaceX IPO will drive a broader rally across the commercial space sector, bolstered by excitement surrounding the company's new U.S. Space Force Andromeda contract. While the community is actively debating the stock's long-term potential as a 'lunar infrastructure' leader, sentiment is divided between bulls anticipating an earnings-driven breakout and skeptical traders who fear the stock may be overextended due to frequent volatility and speculative hype.

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While 2026 should produce incredible/historic earnings for most mining companies, I will continue trimming into strength. 
What my call has been and continues to be is for energy (oil/gas) to rocket higher. 
Once WTI/Brent accelerates, that will begin the recession. 
Margin compression will take place on the mining sector for this cycle. 
I see that beginning on late 2026 and into early 2027. 

Now for businesses in general. 
Margin compression has already begun for basically all businesses due to material costs. 
Just wait and see how earnings get compressed as we move through 2026. 

Miners peak. 
Oil concludes this cycle.

I will continue rotating profits from my mining positions into energy and fixed income.

Miners 50%
Energy 25%
Fixed income 25%

Later this year, my portfolio could very well be allocated like:

Miners 30%
Energy 30%
Fixed income 30%
Cash 10%

Capital preservation is my primary goal now, along with building a strong dividend portfolio.

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While 2026 should produce incredible/historic earnings for most mining companies, I will continue trimming into strength. 
What my call has been and continues to be is for energy (oil/gas) to rocket higher. 
Once WTI/Brent accelerates, that will begin the recession. 
Margin compression will take place on the mining sector for this cycle. 
I see that beginning on late 2026 and into early 2027. 

Now for businesses in general. 
Margin compression has already begun for basically all businesses due to material costs. 
Just wait and see how earnings get compressed as we move through 2026. 

Miners peak. 
Oil concludes this cycle.

I will continue rotating profits from my mining positions into energy and fixed income.

Miners 50%
Energy 25%
Fixed income 25%

Later this year, my portfolio could very well be allocated like:

Miners 30%
Energy 30%
Fixed income 30%
Cash 10%

Capital preservation is my primary goal now, along with building a strong dividend portfolio.

rsmracks

@rsmracks Great info. I am pretty much 100% cash now. Sold my silver miners for now. What dividend stocks are you holding ? 
How do you see US dollar doing in a recession, its quite weak against Eur right now. Iam from EU but i have a lot of dollars in my account. Not gonna convert it right now as usd is very weak.

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 Great info. I am pretty much 100% cash now. Sold my silver miners for now. What dividend stocks are you holding ? 
How do you see US dollar doing in a recession, its quite weak against Eur right now. Iam from EU but i have a lot of dollars in my account. Not gonna convert it right now as usd is very weak.

r-chief

@exirish 

I see the USD remaining in the 90’s for now. 
I won’t rule out a fall into the high 70’s at some point. 
You can see support around 90 and the lower support around 75. 

I don’t see it getting stronger anytime soon. 

As the FED lowers rates into 2027, it will put more pressure on the USD. 

I’ve posted my portfolio positioning multiple times lately on what I’m holding and how I’m restructuring my accounts.

 

I see the USD remaining in the 90’s for now. 
I won’t rule out a fall into the high 70’s at some point. 
You can see support around 90 and the lower support around 75. 

I don’t see it getting stronger anytime soon. 

As the FED lowers rates into 2027, it will put more pressure on the USD. 

I’ve posted my portfolio positioning multiple times lately on what I’m holding and how I’m restructuring my accounts.