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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.

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.

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.

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.

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.

Hycroft Mining Holding Corp. engages in the exploration, mining, and development of gold and silver properties. The company was founded on August 28, 2017 and is headquartered in Winnemucca, NV.

Hycroft Mining Holding Corporation - Ordinary Shares - Class A

Hycroft Mining Holding Corp

Hycroft Mining is currently capturing attention as it prepares for Russell 3000 index inclusion and advances its Brimstone and Vortex drilling projects, with investors closely watching for updates on long-term production feasibility. While community sentiment is divided between those betting on the company's silver and gold potential and others skeptical of its pre-production status and capital requirements, significant institutional interest and resource scale remain at the center of the ongoing debate.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. The company has three commercial products: Gvoke, Keveyis, and Recorlev. Gvoke is ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. Its product also includes Ogluo which is used for the treatment of severe hypoglycemia in adults, adolescents, and children aged 2 years and over with diabetes mellitus. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Xeris Biopharma is currently trending as investors focus on strong revenue growth from the Recorlev franchise and high gross margins, while monitoring management's updates on the pipeline for XP-8121. The community is actively debating the company's long-term valuation potential and the strategic importance of recent debt reduction efforts, alongside discussions about the stock's recent volatility driven by broader sector trends and index rebalancing.

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EA Series Trust - Burney U.S. Factor Rotation ETF

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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