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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 (SLS) is trending as investors monitor the imminent announcement of the 80th clinical event for its Phase 3 REGAL trial, which serves as a major catalyst for potential unblinding and topline data. The community is actively debating the likelihood of a short squeeze given the high borrow fees and limited share availability, while long-term shareholders discuss the potential for a premium buyout by Big Pharma looking to replenish their oncology pipelines.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is attracting significant community attention as investors position for imminent Phase 3 clinical data, with many speculating that positive results will drive a material rerating or M&A activity. The community is heavily focused on the potential for the VELA-52 week readout to confirm a best-in-disease profile, while also monitoring strategic updates and potential acquisition interest from major pharmaceutical players.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML remains a central focus for semiconductor investors as it balances robust AI-driven demand and raised FY26 guidance against market scrutiny regarding high-NA EUV adoption timelines and geopolitical export restrictions. The community is actively debating the company's long-term monopolistic moat versus near-term valuation sensitivity, while monitoring heavy institutional flow that continues to rotate into the chip manufacturing infrastructure layer.

REGENXBIO, Inc. is a clinical-stage biotechnology company, which engages in the development, commercialization, and licensing of recombinant adeno-associated virus gene therapy. Its product candidates include the NAV Technology Platform, which consists of exclusive rights to novel adeno-associated viral vectors, and therapeutic programs such as RGX-314, RGX-202, RGX-121, RGX-111, RGX-181, and RGX-381. The company was founded by Kenneth T. Mills and James M. Wilson on July 16, 2008 and is headquartered in Rockville, MD.

Regenxbio Inc

Regenxbio is seeing significant volatility after the FDA placed a clinical hold on its RGX-111 Hurler syndrome program and the related RGX-121 study due to a reported brain tumor, raising concerns about the safety of its common AAV9 gene therapy platform ahead of an upcoming PDUFA date. While analysts at Leerink have characterized the subsequent sell-off as an overreaction based on the program's limited financial contribution to the broader pipeline, community discourse remains split between those viewing the pullback as a buying opportunity and others bracing for a potential Complete Response Letter regarding the pending RGX-121 application.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinia Pharmaceuticals is attracting intense community speculation as investors closely monitor insider activity, significant institutional ownership, and ongoing patent developments. The conversation is largely driven by anticipation of upcoming clinical trial milestones and potential takeover interest, with the community actively debating the silence from leadership versus the strategic long-term accumulation of shares by management.

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 generating intense community discussion due to ongoing speculation surrounding a potential partnership with POSCO and the impact of fluctuating HRC steel prices on the company's valuation. Investors remain deeply divided, with some betting on a short squeeze fueled by significant short interest while others express frustration over management, debt levels, and the stock's sensitivity to broader market manipulation.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber is trending due to surging interest in the AI infrastructure and 'Neocloud' sector, fueled by its role as an emerging proxy for Cerebras-linked compute capacity and upcoming earnings. The community is actively discussing the stock's thin float, high short interest, and its strategic partnership with Nscale, while speculating on the impact of the upcoming Cerebras IPO.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It operates through the following segments: Uranium, Rare Earth Elements (REE), and Heavy Mineral Sands (HMS). The uranium segment engages in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties and the recycling of uranium-bearing materials generated by third parties along with the exploration, permitting and evaluation of uranium properties in the U.S. The REE segment is engaged in the company’s initiatives to progress towards full REE separation capabilities at the Mill to produce both light and heavy separated REE oxides in the coming years. The HMS segment engages in the exploration, development and recovery of HMS at the Kwale Project, Bahia Project, Vara Mada Project and the company’s equity method investments in the Donald Project JV and Tate. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels (UUUU) is trending as investors focus on its strategic position at the intersection of nuclear energy and domestic critical mineral independence, bolstered by a significant government-backed loan commitment to expand its White Mesa Mill. The community is actively discussing the company's dual-production capabilities in uranium and rare earths, emphasizing its role in building a secure supply chain independent of foreign sources amidst growing energy demands from AI data centers.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

The SPDR S&P Biotech ETF (XBI) is trending as investors rotate into the sector, bolstered by excitement over recent oncology breakthroughs, positive clinical readouts, and ongoing M&A activity. The community is actively discussing the potential for sector rotation from tech to biotech, alongside specific debates regarding regulatory developments and the long-term prospects of various clinical-stage companies.

United Microelectronics Corp. is engaged in the semiconductor foundry company which provides IC fabrication services, focusing on logic and various technologies to serve all major sectors of the electronics industry. It offers complementary metal-oxide semiconductor logic wafers, mixed signal wafers, radio frequency complementary metal-oxide semiconductor wafers, embedded memory products, high voltage integrated circuits, and complementary metal-oxide semiconductor image sensors. The company was founded on May 22, 1980 and is headquartered in Hsinchu, Taiwan.

United Micro Electronics - ADR

United Microelectronics Corporation

United Microelectronics Corporation is trending as investors digest a series of positive technical breakouts and bullish sentiment regarding the company's long-term competitive positioning within the semiconductor foundry space. The community is actively discussing the firm's strategic focus on specialty technology nodes and the potential for a structural re-rating, with many focusing on its solid balance sheet and role as a key infrastructure provider in the AI-driven data center market.

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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.

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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