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Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Culper Researchs short report alleging Cerebras wafer-scale chips may have short field lives and costly power and reliability issues is driving bearish attention and selling; the claims remain disputed. Bulls call the report self-interested and point to Oracles planned cloud integration, while others worry about upcoming insider share unlocks and the companys valuation.

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

SELLASs Phase 3 REGAL trial reached its prespecified 80th event, triggering final analysis and setting up preliminary GPS overall-survival results expected this quarter. The milestone was followed by a sharp selloff, with traders divided between viewing it as a sell-the-news reaction ahead of a binary readout and seeing the lengthy trial duration as an encouraging but unconfirmed efficacy signal.

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.

DJT is drawing attention as shares hit fresh lows, with traders focusing on the prolonged selloff and questioning the companys weak business fundamentals, dilution and reliance on Trump. Bearish posts dominate, while some holders argue the decline may set up a rebound or future merger-related catalyst; political uncertainty is also a recurring concern.

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

A Trian-led groups proposed take-private bid has driven attention to Wendys, but it is an offer rather than a completed deal. Traders are divided over whether the bid undervalues the company and may be raised or countered, while others see it as a potential floor and speculate about short covering.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows upcoming quarterly earnings report is the main focus, with traders watching subscription growth, cRPO and AI monetization against high expectations after a strong run-up. The pullback has prompted speculation about leaks and fears of another post-earnings drop, while bulls view it as pre-report de-risking and remain optimistic about the companys enterprise AI opportunity.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims is drawing attention over reports that the U.S. may temporarily ease restrictions on compounding certain peptides, which traders see as a potential new product opportunity. The community is split between optimism about the market potential and frustration that the shares have moved modestly, with some expecting a sell-the-news pullback amid persistent trading-range and short-interest chatter.

Genmab A/S is an international biotechnology company, which engages in the development of human antibody therapeutics for the treatment of cancer and other diseases. Its product pipeline includes daratumumab, marketed as DARZALEX for the treatment of certain indications of multiple myeloma, teprotumumab-trbw marketed as TEPEZZA for the treatment of thyroid eye disease, and ofatumumab, marketed as Arzerra for the treatment of certain indications of chronic lymphocytic leukemia. The company was founded by Donald Lee Drakeman, Florian Schonharting, and Jan G. J. van de Winkel on June 11, 1998, and is headquartered in Copenhagen, Denmark.

Genmab - ADR

Genmabs Phase 3 LiGeR-HN1 trial of petosemtamab plus Keytruda met its primary goals in head and neck cancer, driving a sharp rally and fresh highs on heavy volume. Traders celebrated the data and pipeline prospects, while others cautioned that the stock may be overextended and questioned whether the rally could fade.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientifics lowered full-year outlook and forecast for a fourth-quarter sales decline, with the company citing lingering effects from a cybersecurity disruption, are driving attention after its latest report. Traders are split between criticizing management and fearing a deeper slowdown, and viewing the selloff as excessive given that quarterly sales topped estimates.

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

Microsofts upcoming quarterly results are the main focus, with traders watching Azure growth, AI spending and whether investment is translating into revenue. The voluntary buyout offer for roughly 60,000 employees adds to the debate: some see cost control to support AI expansion, while others view it as a warning about the buildouts economics; sentiment on the earnings outlook is divided.

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The Feds decision to leave rates unchanged despite elevated inflation is driving discussion, with traders weighing the hold against two officials push for a hike and debating whether the outlook points to tighter policy ahead. Reactions describe choppy, largely muted trading and options premium erosion, while bulls and bears disagree on the implications.

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$ROOT the discipline and execution of their executive team is to be admired. Literally practice what they preach. I’ve been here through the struggles but they have remained focused on the mission. Rare these days.

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Root Inc

 the discipline and execution of their executive team is to be admired. Literally practice what they preach. I’ve been here through the struggles but they have remained focused on the mission. Rare these days.