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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing significant selling pressure amid retail investor frustration over executive compensation packages and a perceived lack of new high-profile customer contracts. While some community members remain focused on long-term infrastructure potential and oversold technical conditions, others are pivoting toward competitors, viewing recent corporate spending and dilution as clear bearish signals.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is currently attracting intense investor interest as market participants digest analyst price target upgrades and a $500 million expansion of its Singapore manufacturing facility to support global AI chip demand. The community remains heavily focused on the stock's role as a critical infrastructure provider, with traders actively debating its valuation against equipment sector peers amidst broader semiconductor cycle volatility.

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

Investors are closely tracking the 80th event milestone in the REGAL Phase 3 trial for galinpepimut-S, with community sentiment fueled by expectations of a major data readout or potential buyout announcement ahead of the long holiday weekend. The stock is seeing significant volume and price volatility as traders debate the implications of trial delays and the potential for a substantial revaluation if clinical endpoints are met.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp is trending as investors digest the company's recent earnings report and analyze the ongoing demand for optical networking components within the AI infrastructure ecosystem. The community remains highly focused on the company's vertically integrated InP production capabilities and its multi-year supply agreements, which many see as a crucial hedge against supply chain bottlenecks in the race to scale data center connectivity.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing significant volatility as investors engage in broad sector profit-taking and de-risking across AI-linked semiconductor and memory stocks. The community remains deeply divided, with bulls pointing to long-term demand and aggressive price targets from analysts, while bears argue the sector is undergoing a necessary correction after an unsustainable parabolic rally.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital is trending as investors debate the impact of its strategic pivot toward AI infrastructure and high-performance computing, with community sentiment sharply divided over leadership performance and the lack of immediate tenant announcements. While some traders view recent price volatility as a bear trap, many long-term shareholders remain frustrated by the company's underperformance compared to sector peers and ongoing share dilution.

CRISPR Therapeutics AG is a gene editing company, which engages in the development of transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 platform. Its CRISPR/Cas9 platform is a gene editing technology that allows for precise, directed changes to genomic DNA. The firm offers a portfolio of therapeutic programs across a broad range of disease areas including hemoglobinopathies, oncology, regenerative medicine, and rare diseases. The company was founded by Rodger Novak, Emmanuelle Charpentier, Shaun Patrick Foy, Matthew Porteus, Daniel Anderson, Chad Cowan, and Craig Mellow on October 31, 2013 and is headquartered in Zug, Switzerland.

CRISPR Therapeutics AG

CRISPR Therapeutics is trending following FDA approval of Casgevy for children as young as two, an expansion that investors hope will broaden the therapy's market reach. While shareholders are actively debating the stock's long-term potential and expressing frustration over the recent price volatility and lack of major corporate catalysts, sentiment remains focused on the company's clinical pipeline progress and potential for future institutional re-rating.

Nektar Therapeutics is a biotechnology company, which engages in the discovery and development of novel therapies which selectively modulate the immune system to treat autoimmune disorders. It also focuses on immunology and unparalleled expertise in polymer chemistry to create one-of-a-kind, highly-selective medicines with optimal therapeutic benefit. The company was founded in 1990 and is headquartered in San Francisco, CA.

Nektar Therapeutics

Nektar Therapeutics is gaining significant community attention as shareholders focus on upcoming data readouts for its dermatological pipeline, while speculation persists regarding potential M&A activity and legal developments involving Eli Lilly. Investors remain intensely focused on the drug candidate's durability and long-term efficacy, which many view as a potential differentiator in the competitive autoimmune market.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is trending as traders analyze a multi-year supply agreement with Coherent, which provides significant capital prepayment and validates long-term demand for the company's indium phosphide substrates. While some community members highlight this as a key indicator of semiconductor supply chain strength and forward visibility, others are actively debating whether recent volatility and insider selling patterns signal an overextended valuation.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending as investors react to the company's $1.2 billion expansion plans in South Carolina and its progress in securing federal funding for an integrated rare earth value chain. The community is actively discussing the stock's technical breakout potential, the impact of government-backed capital on its long-term scaling, and ongoing debates regarding supply chain independence.

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Leo Holdings Corp. II operates as a blank check company. It was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Edward Codd Forst, Lyndon Lea, and Robert Darwent on September 1, 2020 and is headquartered in Nassau, The Bahamas.

Leo Holdings Corp II - Ordinary Shares - Class A

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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LHCLeo Holdings Corp II - Ordinary Shares - Class A

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