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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 upward momentum as investors speculate on a potential buyout and a short squeeze, driven by the highly anticipated final data readout from the REGAL Phase 3 trial. The community is focused on the trial's prolonged timeline as a potential indicator of superior drug efficacy compared to historical benchmarks, while actively debating the impact of high short interest and the strategic value of the company's oncology pipeline.

AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment is seeing significant market momentum driven by a strong quarterly earnings beat and a substantial $1.2 billion backlog, despite investor tension regarding lower-than-expected forward guidance. Community sentiment remains split between excitement over the company's critical role in drone defense technology and concerns about valuation, margin pressure, and the impact of the BlueHalo integration on near-term profitability.

FreeCast, Inc. operates an online video streaming platform. Its cloud entertainment platform comprises the largest aggregated library of free and pay-per-view video-on-demand, streaming channels, live events, radio stations, music videos and online games. The company was founded by William A. Mobley, Jr. on June 21, 2011 and is headquartered in Orlando, FL.

Freecast Inc - Ordinary Shares - Class A

Freecast Inc

Freecast Inc. (CAST) is experiencing heightened volatility and intense social media discussion as traders monitor its recent deal with Starlink alongside extreme short interest metrics, including high borrow fees and limited share availability. While bulls are focused on potential squeeze mechanics and aggressive accumulation, others remain skeptical, pointing to the company's financial burn rate and the risk of dilutive financing.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster is surging as market interest in Physical AI intensifies, with recent commercial agreements and infrastructure deployments validating its role as a critical sensing backbone for autonomous robotics and smart city systems. The community is actively discussing its potential for multi-year expansion, noting that institutional momentum and sector rotation into robotics supply chains are driving sustained price strength.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon is experiencing significant volatility and renewed investor attention following a surge in volume, which many in the community attribute to potential federal contract tailwinds and institutional flows. While bulls point to the company's strong recurring software revenue and public safety market dominance, significant discussion persists around insider selling patterns, high valuation multiples, and the stock's tendency for sharp reversals after rapid price movements.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending following the announcement of an upcoming FDA advisory committee meeting, which community members view as a strategic move to validate the therapy's broad dual-indication efficacy and resolve lingering regulatory uncertainty. Despite initial volatility, investors are actively debating the meeting's role in securing a potential label expansion, with many interpreting the move as a positive shift toward approval ahead of the target action date.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is facing increased volatility and investor concern following reports of Taiwanese authorities conducting raids on local offices and affiliated sites as part of an expanding chip-smuggling probe. While some community members view the news as a routine compliance follow-up and a buying opportunity, others remain deeply skeptical, citing ongoing governance issues and the potential for long-term reputational risk.

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 the center of investor attention following its definitive agreement to acquire Iridium Communications, a transformative move that secures a global satellite network, valuable L-band spectrum, and immediate recurring revenue. Community sentiment is largely bullish, with many investors viewing the deal as a strategic masterstroke that accelerates the company's evolution into a vertically integrated, full-stack space infrastructure giant while positioning it as a formidable competitor to industry peers.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgent Power Solutions is experiencing intense market volatility and negative sentiment driven by a dual-catalyst event featuring both a primary share issuance and a secondary offering by existing shareholders. While the community remains confident in the company's long-term backlog and fundamental role in the AI power infrastructure supply chain, investors are actively debating the timing of these dilutions and the impact of the resulting short-term supply overhang.

KLA Corp. engages in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries. The company operates through the following segments: Semiconductor Process Control, Specialty Semiconductor Process, and PCB, Display and Component Inspection. The Semiconductor Process Control segment provides a comprehensive portfolio of inspection, metrology and data analytics products and related services. The Specialty Semiconductor Process segment develops and sells advanced vacuum deposition and etching process tools. The PCB, Display and Component Inspection segment enables electronic device manufacturers to inspect, test and measure PCBs, flat panel displays and ICs to verify their quality. Its products include manufactured chips, reticle, packaging, surface profilers, nanochemical testers, KT pro equipment, and compound semiconductors. The company was founded on July 9, 1975 and is headquartered in Milpitas, CA.

KLA Corp.

KLA Corp. is experiencing significant market interest driven by its critical role in the semiconductor AI infrastructure buildout, with recent analyst upgrades reflecting a durable, long-term industry upcycle. Community discourse remains highly active, with traders closely monitoring its technical performance and potential for continued volatility as the stock hits new valuation benchmarks.

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Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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