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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 investors speculate on a potential buyout following executive severance changes and the highly anticipated upcoming Phase 3 trial data readout. The community is heavily focused on a potential short squeeze, noting record short interest and soaring borrow costs that are fueling significant upward momentum.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is trending due to significant momentum in the memory and storage sector, driven by strong AI-related demand and an ongoing rally among industry peers. The community remains divided, with many traders debating whether the stock is undergoing a structural rerating or experiencing an unsustainable parabolic bubble fueled by retail FOMO and institutional rotation.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

ON Semiconductor Corp. is trending as investors weigh the strategic potential of its major all-stock acquisition of Synaptics against immediate concerns regarding share dilution and execution risk. The community remains divided between those bracing for further downside due to the complex integration, and those viewing the current price pullback as an attractive entry point to capitalize on long-term growth in edge AI and industrial power infrastructure.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is currently facing significant selling pressure and volatility, with the community actively debating whether the stock is undergoing market manipulation or reflecting genuine concerns regarding high debt levels and operational management. Investors are closely monitoring potential developments regarding a partnership with POSCO and the broader impact of hot-rolled coil steel prices on future earnings.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is experiencing significant price volatility following news of a suspended data center project in Wyoming, which had previously included plans for the deployment of the company's fuel cell technology. While some market participants are expressing concern over valuation and potential project headwinds, others in the community view this pullback as a structural buying opportunity, citing the company's robust backlog and the ongoing surge in data center power demand.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending as investors react to robust clinical data from its next-generation obesity pipeline, including strong results for retatrutide and Foundayo. The stock is seeing significant institutional attention and bullish sentiment, with market participants actively discussing its competitive dominance in the GLP-1 sector and strategic expansion into broader indications like oncology and neuroscience.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera Biologics is experiencing a period of intense volatility and high retail engagement, driven by a mixture of excitement surrounding the company's platform-based business model and ongoing debates over its long-term stock performance. Investors remain polarized, with many aggressively accumulating shares in anticipation of upcoming clinical readouts in the second half of the year, while skeptics point to the stock's historical underperformance and recurring post-earnings price declines as signs of structural weakness.

Ardelyx, Inc. is a commercial-stage biopharmaceutical company focused on the development and commercialization of innovative medicines that meet significant unmet medical needs. Its products include IBSRELA and XPHOZAH. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx is trending as investors weigh the potential impact of a long-awaited appellate court decision regarding Medicare bundling against the company's strong revenue growth and expanding commercial presence. The community is actively debating the stock's valuation disconnect and potential consolidation in the nephrology sector, with many long-term shareholders remaining focused on fundamental execution while monitoring institutional activity for signs of a turnaround.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing intense community discussion surrounding its production scaling efforts, specifically the goal to increase capacity to one million units per month within the next year. While many investors are bullish on the potential for massive revenue growth and the company's role in AI infrastructure, others remain skeptical due to past timeline shifts and are closely monitoring the upcoming annual meeting for concrete evidence of execution.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as retail investors speculate on potential inclusion in the Russell 1000 index, driving significant options activity and ongoing conflict between bullish sentiment and short sellers. Community members are actively debating the likelihood of index inclusion while tracking potential catalysts regarding commercialization and regulatory updates.

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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.

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Drop a comment with when you expect the first cut/hike to be.

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