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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

SELLASs upcoming Phase 3 REGAL trial results for its GPS leukemia treatment dominate discussion, with topline data expected this month after the trial reached its final analysis milestone. Traders are split between optimism about a potential breakthrough and concern over the binary trial outcome, while sharp price swings have fueled debate about selling pressure and alleged short-term manipulation.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summits FDA review of ivonescimab for EGFR-mutated lung cancer is driving a binary-outcome debate over approval versus a possible rejection or request for more evidence. Bulls point to strong progression-free-survival results and encouraging survival trends, while bears focus on the FDAs stated need for statistically significant overall-survival evidence; recent weakness has also prompted speculation about a negative outcome, though traders say price action alone is not proof.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian shares are under pressure amid a broader pullback in EV and growth stocks, with traders also focused on the stocks persistent weakness and concerns about cash burn, profitability, and management. Some blame short sellers or trading dynamics, while bulls point to R2 progress and recent operating results as reasons for optimism; those explanations remain debated.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys strong Q3 resultsits first GAAP-profitable quarter, rapid growth in its Vector ad platform, and upbeat outlookhave fueled a sharp rebound and discussion of a possible turnaround. Reported takeover talks with Silver Lake and Saudi Arabias PIF add speculation, with traders debating whether the discussed valuation would undervalue the company or whether a deal will happen at all.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp after-hours drop drew attention as traders linked the move to the FAAs nationwide ground stop after communications problems, while speculation about a cyberattack or AI involvement remained unverified. The discussion also reflected wider pressure on tech and AI stocks tied to uncertainty around Nvidia, with traders divided between seeing the selloff as an overreaction and expecting further weakness.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

Reports of an FAA nationwide ground stop tied to air-traffic-control communications problems are drawing attention to AAL, with traders discussing possible departure delays and rerouting. Some characterize the disruption as brief, while speculation about its cause remains unverified.

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

Jensen Huangs abrupt departure and the unresolved CEO succession are driving concern, with traders divided between those calling for his return and those worried about leadership continuity and scrutiny of Nvidias China-related chip sales. Upcoming earnings are another focus, but bullish bets on results and dip-buying compete with fears that uncertainty and further fallout could weigh on the stock.

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 is selling off after lowering its revenue outlook amid delays activating third-party data-center capacity, prompting analyst concerns about execution and near-term growth; weakness across AI and neocloud stocks, alongside uncertainty around Nvidia, is adding pressure. Traders are split between viewing the delays and higher spending as serious risks and seeing them as temporary setbacks in a business with strong AI demand.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUMs strong third-quarter results and rapid growth in its Quake AI GPU-cloud business are driving attention as the companys AI-infrastructure pivot gains traction. Bulls point to improving operations and the Anthropic-linked expansion, while skeptics focus on losses, cash needs and financing risks; short-squeeze claims remain speculation.

HawKeye 360, Inc. engages in the provision of defense technology. It offers spectrum monitoring, maritime intelligence, air defence radar monitoring, GNSS interference detection, and communications mapping. Its costumers include a wide range of commercial, government and international entities. The company was founded by Charles T. Clancy, Robert G. McGwier, Chris DeMay and John Serafini in 2015 and is headquartered in Herndon, VA.

HawkEye 360 Inc.

HAWK is drawing attention after reporting record third-quarter revenue and raising its full-year outlook, with traders also highlighting international growth, contract demand, and plans for lower-cost satellites. The community reaction is broadly bullish on the results and rally, though claims of institutional accumulation and further upside remain speculative.

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BTIG Spots "Real-World Evidence" Humanoid Robots Are Entering The Workforce

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RoboStrategy CEO Explains Why He Shifted Focus From Crypto To Physical AI – Calls RoboStrategy The ‘MicroStrategy Of Robotics’

Equity

Andrew Kang increased his stake from $1 million to $19 million after betting on Figure AI in late 2023, a move his usual VC network cautioned against.

RoboStrategy is a venture capital investment firm that publicly trades a fund giving investors access to private & public companies leading in robotics and embodied AI.

RoboStrategy Inc

Bearish Sentiment

<ul class="summary-bullets"><li>Mechanism Capital founder and early DeFi investor Andrew Kang said that he was focusing on robotics and physical AI.</li><li>RoboStrategy, a closed-end fund, announced on May 11 that it had a committed equity facility of up to $2 billion from Roth Principal Investments.</li><li>RoboStrategy, the "MicroStrategy for Robotics," used Strategy's premium-harvesting strategy on robotics stock.</li></ul>Andrew Kang, the crypto investor known for early bets on DeFi protocols, says robotics and physical AI now represent the biggest opportunity in technology, shifting away from his earlier crypto bet. He outlined his bullish robotics thesis and compared the firm's strategy to Strategy's Bitcoin playbook. The company has secured a $2 billion equity facility and holds stakes across several robotics startups.<h2 class="st-heading-2">Why Andrew Kang Is Moving Beyond Crypto</h2>Kang, the co-founder of crypto venture firm Mechanism Capital, said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/Q_UWD5aoJkc?si=IAjvMfKJ3gYhtg3Q">interview</a> with Anthony Pompliano, describing a timeline for humanoids entering everyday life, "It's not a 50-year thing, it's not a 20-year thing, this is probably more like a three to five-year thing."&nbsp;Kang has been in Decentralized finance (DeFi) since 2018-2020, investing in top protocols like MakerDAO (MKR), Synthetix (SNX), and Thorchain (RUNE), which has put him ahead of the curve as the sector exploded. He is currently the CEO and co-founder of RoboStrategy (BOT).&nbsp;&nbsp;The closed-end fund launched trading on May 11 and has secured a committed equity facility of up to $2 billion from Roth Principal Investments. The fund has stakes in Figure AI, Apptronik, Dyna Robotics, Dexmate, Standard Bots, and Path Robotics, said Kang.<h2 class="st-heading-2">The Figure AI Bet That Changed His Mind</h2>Kang said his belief is based on late 2023, when he started to study Figure AI. "I went out to a bunch of my traditional VC network, and I asked them, 'Hey, look, what do you think about this company?' All of them told me not to invest," he said. But he came to believe that physical AI had cracked the intelligence bottleneck. He said he raised his own position from an initial $1 million to about $19 million.Kang ran the numbers on adoption, figuring a robot could do the work of three humans for about $2 an hour all-in, compared with $35 to $40 for a U.S. worker. Selling tens of millions of units, he pointed out, could mean trillions of dollars in revenue.<h2 class="st-heading-2">RoboStrategy On Strategy Playbook</h2>RoboStrategy called themselves&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RoboStrategy/thread/2056741632419012827">on X</a>&nbsp; “MicroStrategy for Robotics,” using the same capital-markets approach that Strategy (MSTR) employed to buy Bitcoin (BTC). This is a model in which a publicly traded company issues new shares at a premium to its net asset value and then uses the proceeds to buy more of the underlying asset, which the fund calls “premium harvesting.” Any issuance is accretive so long as the shares are sold at a premium to Net Asset Value (NAV), which enhances the value of assets per share even if the underlying asset hardly moves.<figure class="image"><a class="st-link-external" href="https://x.com/RoboStrategy/thread/2056741632419012827" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_06_03_at_5_06_52_AM_png_1dd07e24c2.webp" alt="Screenshot 2026-06-03 at 5.06.52 AM.png" width="812" height="1884"></a><figcaption>Source: @RoboStrategy/x</figcaption></figure>RoboStrategy made this case in a thread stating that this mechanism was behind the 55x growth in Bitcoin value per share for Strategy since 2020. The fund said that about 97% of that gain was due to issuing shares at a premium to net asset value, and only about 3% to Bitcoin appreciation, with repeated issuance cycles rather than the asset being the compounding engine. RoboStrategy seeks to bring that same structure to robotics equity.&nbsp;However, it comes at a time when the broader crypto market capitalization is down over 3% in the last 24 hours, and Strategy announced that it sold 32 BTC, with&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/btc-slips-to-sixty-sevenk-peter-schiff-mstr/cZ00PZhRewy">many critics</a> like Peter Schiff&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2061942885591789703?s=20">saying</a> that “When Bitcoin breaks $50K, it should be a quick fall below $20K, which should be a big enough drop to shake the conviction of long-term HODLers”.<a href="https://stocktwits.com/symbol/BOT">BOT’s stock</a> closed up over 10% on Tuesday, and is down 1% in the pre-market trade. On Stocktwits, retail sentiment around BOT remained in the ‘extremely bearish' zone, while chatter stayed at ‘extremely low’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/congress-plan-to-slap-washsale-rules-on-bitcoin-criticsm/cZ00IOfReDf">Congress’s Plan To Slap Wash-Sale Rules On Bitcoin Could Leave Everyday Crypto Use In Limbo, Research Firm Warns</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

A macro shot of a wooden hand holds a Bitcoin representation in Athens, Greece, on September 4, 2025. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

Andrew Kang, the crypto investor known for early bets on DeFi protocols, says robotics and physical AI now represent the biggest opportunity in technology, shifting away from his earlier crypto bet. He outlined his bullish robotics thesis and compared the

Crypto Veteran Andrew Kang Bets Big On Robotics, Calls RoboStrategy The ‘MicroStrategy Of Robotics’

RoboStrategy, Inc.

Global X Funds Global X Robotics & Artificial Intelligence ETF

Strategy

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