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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.

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.

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.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending as the community debates its long-term potential following a new research collaboration with Honda and speculation regarding the company's role in the evolving AI data center infrastructure. While some investors are optimistic about the shift toward broader commercial applications and manufacturing milestones, others are expressing frustration over the stock's lack of consistent momentum and ongoing technical volatility.

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 trending following a significant earnings beat and record backlog, though investors are carefully weighing these results against softer forward guidance. The community is actively debating the stock's long-term valuation in the defense sector, with many focused on the tension between strong drone demand and potential margin pressures.

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.

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 trending as investors aggressively rotate into semiconductor infrastructure, with the community closely tracking the stock's role in the AI-driven capital equipment cycle and recent price target hikes from major firms. While some participants discuss the stock's persistent momentum and leadership in process control, others are debating valuation risks following a rapid surge in price.

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.

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.

ProShares Trust II - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

BOIL is currently drawing heavy interest as traders grapple with extreme heat forecasts clashing with elevated storage levels and ongoing production capacity. The community remains deeply divided, with bulls betting on a seasonal weather-driven breakout, while bears highlight persistent decay and the potential for rangebound volatility despite the high-stakes narrative around global energy demand.

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Beyond Mag 7: MANGOS or Big-10 ETFs Will Likely Rule Ahead 

Wall Street's AI trade is expanding beyond the Mag-7. Discover emergent players and the ETFs best positioned to benefit.

SPCX Stock Sees Record Retail Frenzy — SpaceX Logs Over $400M Inflows In First Week Post-IPO, Says Vanda Research

Equity

Despite surging retail interest, SpaceX shares have tumbled more than 25% over a three-day skid, testing the resolve of retail investors as the aerospace giant navigates valuation concerns and its first-ever bond sale.

SPCX’s Inaugural Bond Offering Attracts Over 3x More Demand Than Its Outstanding Long-Term Debt: Report

According to a Bloomberg report, SpaceX has drawn demand worth about $89 billion for its first bond offering.

Gary Black Questions SpaceX Valuation After $650B Selloff Since Peak: ‘The Math Doesn’t Math’ Compared With Nvidia

Black argued that investors are paying too high a premium for SPCX relative to its expected growth prospects.

SPCX Launches Bond Offering To Repay Existing Loans, Reports Over $100B In Cash And Cash Equivalents

Fitch Ratings assigned a BBB+ rating to SpaceX's proposed senior unsecured notes, while Moody's assigned a Baa1 rating with a stable outlook.

Yann LeCun Calls Elon Musk’s xAI ‘Kind Of A Failure’ – Casts Doubt On Ability to Compete Against OpenAI, Anthropic

According to a CNBC report, LeCun said the manner of departure of key members of xAI has made it increasingly difficult for the company to attract top talent.

Paul Krugman Compares SpaceX To Trump Crypto Trade, Says Winners May Be Those Who Exit Before The 'Bottom Inevitably Falls Out'

Krugman said SpaceX has become a bet on Musk's ability to keep generating excitement around futuristic projects.

Jeff Bezos Says He's 'Excited' NASA, Others Are Prioritizing Moon Over Mars After Elon Musk's SpaceX Makes A Pivot — 'It’s Kind Of A Gift’

During a conversation with former NASA astronaut Mike Massimino onstage at the VivaTech conference in Paris, Bezos said that Blue Origin has been fixated on not skipping any steps.

SPCX Briefly Overtakes MSFT To Become Fourth-Largest Company By Market Cap Within Days Of Blockbuster Nasdaq Debut

SpaceX’s peak market capitalization on Tuesday rose to $2.95 trillion, edging past Microsoft’s highest intraday market cap of $2.948 trillion briefly.

SPCX Cracks A $60B Deal Within Days Of Nasdaq Debut — What Investors Need To Know

SpaceX stated in a filing with the U.S. Securities and Exchange Commission that it expects the Cursor deal to close in the third quarter this year.

BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF

Bearish 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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