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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending as investors digest a significant price target upgrade from Cantor Fitzgerald, fueling discussions about its position in the AI semiconductor supercycle. The community remains divided between bullish sentiment regarding the company's long-term data center growth and concerns over high valuations and broader market volatility.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is facing heavy selling pressure as investors weigh increased competition from traditional payment giants against legislative uncertainty surrounding the Clarity Act. The community remains deeply divided, with many traders frustrated by consistent downward volatility and insider selling, while others treat the current price action as a strategic buying opportunity for long-term institutional adoption.

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 massive fiscal fourth-quarter earnings beat, fueled by accelerating demand for its expendable drone systems and a significantly expanded order backlog. While the company faces pressure from some analysts regarding forward guidance and ongoing legal challenges, the community is heavily focused on the stock's role as a primary player in the global defense drone super-cycle.

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 its new Rev8 digital lidar sensors and BlueCity traffic management platform secure high-profile deployments, including infrastructure support for the 2026 FIFA World Cup and major industrial contracts. Investors are actively debating the company's transition into a key supplier for the physical AI and robotics ecosystem, highlighting its growing role as a Western-certified infrastructure provider.

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 experiencing intense volatility driven by speculative trading and anticipation surrounding the upcoming 80th trial event, with the community sharply divided between bulls expecting a major breakout or buyout and bears warning of a potential pump-and-dump scheme. Investors are closely monitoring volume and warrant activity as key indicators, with bulls framing current price fluctuations as healthy consolidation while bears argue that the valuation is disconnected from fundamental progress.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is seeing intense volatility and heated community debate as traders split between bullish optimism surrounding the company's defense-sector partnerships and skepticism over persistent share dilution. Investors are actively tracking technical levels, short interest, and sector-wide drone momentum, resulting in aggressive debates regarding whether the stock is primed for a squeeze or facing continued downward pressure.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is experiencing a surge in trading activity driven by a strategic agreement to provide up to 380 megawatts of clean, on-site power for data centers. The community is actively debating the company's growth potential and commercial execution, with some investors drawing favorable comparisons to sector peers while others express skepticism regarding the company's long-term profitability and historical dilution.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors focus on its Phase 3 oncology pipeline, specifically the recent initiation of its global clinical trial for non-small cell lung cancer. The community is actively discussing the stock's significant market potential as an immunotherapy platform and monitoring potential institutional catalysts, including upcoming regulatory filings and the impact of recent commercial leadership hires.

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 seeing significant volatility as market participants rotate capital and react to sector-wide pullbacks in AI infrastructure. Despite the intraday fluctuations, community discussion remains heavily focused on high-conviction long-term growth driven by hyperscaler demand, GPU compute capacity, and the potential for a rebound toward previous highs.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors react to a post-earnings rally, fueled by optimism surrounding its QNX software platform and the highly anticipated Alloy Kore rollout for software-defined vehicles. The community is actively discussing the stock's transition toward physical AI and robotics while dismissing legacy associations, with many shareholders expressing strong conviction to hold for long-term growth as the stock tests multi-year resistance levels.

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Neutral Sentiment

Hold rates steady

Cut 25 bps

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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.

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