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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 surging as the community anticipates imminent Phase 3 REGAL trial data and a potential 80th event milestone, fueling intense discussion regarding a massive short squeeze and the potential for a transformative buyout. Bulls are doubling down on the conviction that GPS and SLS009 represent a curative breakthrough, while short sellers remain under extreme pressure due to limited share availability and high borrowing fees.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as investors rotate into Chinese equities, driven by optimism regarding narrowing losses in its instant-commerce segment and a stronger-than-expected cloud AI revenue outlook. The community is actively debating the stock's valuation as a potential long-term opportunity versus persistent geopolitical risks and regulatory uncertainty.

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 market interest following a robust earnings report that featured a revenue and EPS beat alongside raised fiscal guidance, fueling community optimism around its role in the AI infrastructure supply chain. Investors are actively debating the company's valuation and long-term potential as an NVIDIA partner, with many community members focusing on the stock's volatility and the divide between those expecting a continued rally toward triple-digit price targets and those cautious of post-earnings profit-taking.

American Bitcoin Corp. engages in the management of a bitcoin accumulation platform. It offers exposure to bitcoin through an industry-first business model that integrates scaled self-mining operations with disciplined accumulation strategies. The company was founded by Eric Trump and Donald John Trump Jr. on October 3, 2018 and is headquartered in Miami, FL.

American Bitcoin Corp. - Ordinary Shares - Class A

American Bitcoin Corp.

American Bitcoin Corp. is experiencing intense volatility and community division as investors react to a looming reverse stock split proposal alongside debates over the company's financial transparency and its high-profile association with the Trump family. While some traders are aggressively accumulating shares in anticipation of a potential short squeeze fueled by Bitcoin's price momentum and rumored legislative catalysts, a vocal segment of the community warns of ongoing share dilution and views the stock as a speculative trap.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors debate the impact of hyperscaler capacity reports on long-term AI infrastructure demand. The community is actively discussing whether the recent pullback represents a temporary consolidation within a strong secular growth cycle or a deeper shift in sector sentiment.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is facing significant volatility and market skepticism as investors weigh high-growth AI infrastructure ambitions against recent patent litigation, board departures, and concerns regarding share dilution. While community sentiment remains polarized between long-term bulls betting on GaN technology adoption in AI data centers and bears focusing on fundamental valuation and competitive headwinds, the stock continues to experience sharp price swings.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending as investors react to the company's initiation of a 10,000-meter diamond drilling program at the Tanbreez project, which is aimed at advancing resource expansion and mine planning. The community remains focused on the company's strategic role in Western supply chain independence, with active discussions weighing the long-term potential of the asset against frustrations regarding management's communication and delays in technical project milestones.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is facing intense selling pressure and community frustration as the stock continues to underperform despite positive AI infrastructure milestones, with investors expressing skepticism over management's communication and the potential delay of anticipated tenant news. The conversation is dominated by comparisons to peers, concerns over institutional selling, and a lack of confidence in CEO Mike Novogratz's public messaging during the current market volatility.

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 facing heavy volatility and intense public scrutiny as community discourse centers on its connection to high-profile geopolitical tensions and concerns over market influence. Investors remain divided, with many debating the impact of ongoing controversies and the stock's role as a proxy for broader political sentiment.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc Health is surging following a strategic partnership with Walmart to integrate virtual care services, fueling strong bullish momentum and speculation about a potential short squeeze given the significant remaining short interest. The community is actively discussing the stock's long-term potential as a global digital healthcare platform, contrasting its robust data and operational scale against newer competitors.

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Badger Meter, Inc. engages in the provision of flow measurement, control products, and communications solutions that serve water utilities, municipalities, and commercial and industrial customers worldwide. Its products are classified as Municipal Water and Flow Instrumentation. The company was founded in 1905 and is headquartered in Milwaukee, WI.

Badger Meter Inc.

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$1.02	--	--	N/A
Q1 '26	$1.22	$0.93	-23.97%	MISSED
Q4 '25	$1.16	$1.14	-1.48%	MISSED
Q3 '25	$1.14	$1.19	4.59%	BEAT
Q2 '25	$1.25	$1.17	-6.68%	MISSED

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Upcoming Earnings: Q2 '26

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