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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 anticipate pivotal phase 3 clinical trial results, fueled by a high-pressure short squeeze environment and heavy institutional interest in its potential oncology breakthroughs. Community sentiment is overwhelmingly bullish, with active discussions focusing on the high cost to borrow shares, the scarcity of available short positions, and expectations for a major corporate catalyst.

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 investors aggressively speculate on potential Russell index rebalancing, driving a surge in volume and intense debate between retail bulls and short sellers. The community remains focused on the company's long-term clinical pipeline and the ongoing battle against heavy short interest.

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Charter Communications Inc. - Ordinary Shares - Class A

Charter Communications is trending amid extreme volatility driven by a major Berkshire Hathaway exit and heavy short interest, while community members actively debate whether the stock is a deep-value opportunity or a failing asset heading for further downside. Investors are closely monitoring its potential for a short squeeze or a strategic merger, despite ongoing concerns over its high debt load and subscriber trends.

Comcast Corp. engages in the provision of video, Internet, and phone services. It operates through the following segments: Residential Connectivity and Platforms, Business Services Connectivity, Media, Studios, and Theme Parks. The Residential Connectivity and Platforms segment consists of residential broadband and wireless services and Sky-branded entertainment television networks and advertising. The Business Service Connectivity segment offers broadband, wireline voice and wireless services through small to medium customers and large enterprises through the HFC network. The Media segment consists of NBCUniversal’s television and streaming platforms, including national, regional, and international cable networks. The Studios segment focuses on NBCUniversal’s film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida, Hollywood, California, Osaka, Japan, and Beijing, China. The company was founded by Ralph Roberts in 1963 and is headquartered in Philadelphia, PA.

Comcast Corp - Ordinary Shares - Class A

Comcast Corp

Comcast is trending as shares rally following the company's announcement of a strategic plan to spin off NBCUniversal and Sky into an independent, publicly traded entity. The community is actively discussing the potential for a rerating of the business as it pivots toward a more streamlined focus, with some traders debating whether the separation sets the stage for future partnerships or acquisitions within the media and connectivity sectors.

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 capturing significant market attention as a leading player in physical AI, with strong community interest driven by recent contract wins and the integration of its LiDAR sensors into autonomous robotics and smart infrastructure. Investors are actively discussing the company's role as a critical 'picks-and-shovels' provider for the robotics revolution, highlighting recent supply agreements and its expansion into high-volume manufacturing as key catalysts for growth.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors weigh recent strategic partnerships with Google Cloud and AWS against a volatile trading range and lingering skepticism around its transition from legacy telecom to AI infrastructure. Community discussion remains polarized, with many traders focusing on potential upside from AI-RAN deployments and institutional accumulation, while others express frustration over persistent sell-side pressure and chart patterns.

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 trending as investors weigh strong institutional accumulation and partnership catalystsnotably a high-value collaboration with Jazz Pharmaceuticalsagainst the stock's recent volatility and ongoing short interest. The community remains sharply divided, with bulls highlighting the potential of the ABCL635 pipeline and platform validation, while bears continue to scrutinize the company's historical performance and the risks surrounding upcoming clinical data readouts.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is facing intense volatility as investors debate the impact of its new capital framework, which authorizes potential Bitcoin sales to fund debt and share buybacks. The community remains sharply divided between those who view these measures as a necessary evolution for long-term stability and skeptics who fear the dilution signals an unsustainable departure from the firm's core accumulation strategy.

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 currently facing investor frustration and heightened volatility following a court ruling that upheld the inclusion of its drug Xphozah in the Medicare bundled payment system, effectively denying separate reimbursement. While the community remains divided over management's legal strategy and the resulting share price pressure, many long-term investors are treating the decline as a potential accumulation opportunity, maintaining confidence in the underlying growth of the IBSRELA franchise.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the Consumer and Business segments. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

Verizon is facing downward pressure as investors rotate away from defensive telecom stocks toward high-growth tech, while Alphabet's upcoming inclusion in the Dow Jones Industrial Averagereplacing Verizonis driving a structural reshuffle among index-tracking funds. The community remains divided, with some investors focusing on the company's dividend stability and AI infrastructure potential, while others express concerns over its significant debt load and the long-term competitive threat from satellite broadband providers.

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NewLake Capital Partners, Inc. provides real estate capital to state-licensed cannabis operators through sale-leaseback transactions, third-party purchases and funding for build-to-suit projects. The company was founded on April 9, 2019 and is headquartered New Canaan, CT.

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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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