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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 aggressively position themselves ahead of the upcoming Phase 2 top-line data readout for ABCL635, a key milestone that the community views as a major clinical validation for the company's AI-driven drug discovery platform. Market participants are intensely debating the stock's potential for a short squeeze and long-term re-rating, fueled by recent institutional accumulation and high-profile pharmaceutical partnerships that have sparked significant speculative volume.

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 closely monitor the critical 80th event milestone in the REGAL Phase 3 trial, with mounting speculation regarding institutional accumulation and a potential lucrative buyout. The community remains divided between intense bullish sentiment focused on the stock's role as a groundbreaking oncology platform and bearish concerns over trial timelines and clinical execution.

Barrick Mining Corp. engages in the production and sale of gold, copper, and related activities. It also provides exploration and mining development. It operates through the following business segments: Carlin, Cortez, Turquoise Ridge, Pueblo Viejo, Loulo-Gounkoto, Kibali, Veladero, North Mara, Bulyanhulu, and Other Mines. The company was founded by Peter D. Munk in 1983 and is headquartered in Toronto, Canada.

Barrick Mining Corp.

Barrick Mining Corp

Barrick Mining is trending as investors weigh the company's decision to slow development on its Reko Diq project in Pakistan due to regional security risks, sparking debate over capital expenditure and long-term project viability. The community is actively discussing the stock's valuation and strategic outlook as they balance potential for future production against ongoing geopolitical headwinds.

Themes ETF Trust - Leverage Shares 2X Long SPCX Daily ETF

Leverage Shares 2x Long SPCX Daily ETF

SPCH is experiencing intense trading activity as retail investors utilize the 2x leveraged ETF to capitalize on the high volatility surrounding SpaceX's stock movements. Community discussion is heavily focused on timing entry and exit points amid speculative price swings, with many traders debating the risks of holding leveraged assets versus using them for short-term momentum scalps.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is experiencing heightened investor interest and increased volume as the community monitors its performance ahead of an earnings report that analysts expect to be a major catalyst. Market participants are actively debating the potential for a breakout, driven by the company's backlog expansion and competitive positioning in the space launch sector, even as some traders remain cautious regarding volatility surrounding broader sector trends.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is currently trending as investors debate the impact of broader space-sector volatility following recent IPO activity and recurring institutional interest from major tech firms. While some community members express frustration over recent price corrections and equity offerings, others remain focused on the company's long-term geospatial data backlog and its integration into evolving AI and defense infrastructure.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is currently experiencing heightened volatility and intense community scrutiny as investors react to a new patent infringement lawsuit while monitoring technical key levels and upcoming earnings. The community remains polarized, balancing high-conviction excitement over the company's role in AI data center power infrastructure against significant skepticism regarding its ongoing legal challenges and the need for tangible contract announcements.

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 gaining momentum as investors bet on the critical role of optical and laser technology in scaling AI infrastructure, bolstered by recent industry partnerships and record backlog demand. The stock remains a primary focus for those looking to capitalize on the shift toward high-speed optical networking and next-generation data center connectivity.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending as investors monitor supply chain shifts, including potential U.S. restrictions on Chinese optical components, while preparing for critical earnings catalysts that highlight the company's role as a bottleneck in the booming AI infrastructure buildout. The community is actively debating the durability of the AI optics trade, balancing concerns over valuation pullbacks with strong institutional confidence in the sector's long-term capacity requirements.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending as investors debate the potential implications of a rumored acquisition of eBay, while discussions continue around share dilution and institutional accumulation. The community remains heavily polarized, with many looking for signs of a short squeeze while others express frustration over stagnant price action.

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Qorvo Insiders Keep Filing. But the Merger Is the Main Thing That Matters

Key PointsThe transaction involved 2,999 shares valued at $285,000 based on the August 5 transaction price...

Qorvo's Fate Is Tied to a Skyworks Buyout. Here's What Its Latest Insider Filings Show

Key PointsThe disposal involved 2,262 shares with an estimated value of $215,000 based on a weighted average price of $95.04 per share...

How Qorvo's $22 Billion Merger Changes What Its Insider Filings Mean

Key PointsThis total disposition of 3,949 shares at $95.04 per share on August 5 was valued at about $375,313...

Should You Worry About This Qorvo Insider Activity During the Skyworks Deal? Here's What to Know

Key PointsA Qorvo executive disposed of 3,944 shares with a transaction value of roughly $374,838 on August 5...

A Qorvo Executive's Shares Vested Amid the Skyworks Deal. Here's What to Know

Key PointsThe disposition involved 4,628 shares at $95.04 per share, representing a transaction value of roughly $440,000 on August 5...

A Qorvo Insider Disposed of Shares as a Merger Looms. Here's What Long-Term Investors Should Know

Key PointsThe executive disposed of 16,379 shares valued at about $1.6 million on August 5...

Could Qorvo's (QRVO) Skyworks Merger Unlock a Major Turnaround?

Could Qorvo's (QRVO) Skyworks Merger Unlock a Major Turnaround...

QRVO Earnings Beat Highlights a Changing Profitability Story

QRVO beat earnings estimates as stronger margins and cost discipline offset weaker smartphone demand, highlighting a profitability story driven by execution.

Should Investors Buy QRVO or Wait for More Visibility?

QRVO is improving profitability through stronger execution and diversification, but smartphone exposure and transaction uncertainty still cloud the outlook.

QRVO Rises 11.6% in the Past Month: Can the Rally Continue?

QRVO has surged 11.6% in a month as stronger margins and earnings fuel optimism amid smartphone market and pending deal uncertainties.

Qorvo, Inc. provides semiconductor solutions for RF and power. The firm combines product and technology leadership, systems-level expertise, and global manufacturing scale to quickly solve its customers' most complex technical challenges. Qorvo serves diverse high-growth segments of large global markets, including consumer electronics, smart home/IoT, automotive, EVs, battery-powered appliances, network infrastructure, healthcare, and aerospace/defense. It operates through the following segments: High Performance Analog (HPA), Connectivity and Sensors Group (CSG), and Advanced Cellular Group (ACG). The HPA segment supplies RF and power management solutions for infrastructure, defense and aerospace, automotive power, and other markets. The CSG segment supplies connectivity and sensor components and systems featuring multiple technologies such as UWB, Matter, Bluetooth Low Energy, Zigbee, Thread, Wi-Fi, cellular IoT and MEMS-/BAW-based sensors. The ACG segment supplies cellular RF solutions for smartphones, wearables, laptops, tablets, and various other devices. The company was formed following the merger of RF Micro Devices, founded in 2015, and TriQuint Semiconductor, incorporated in 1981. It is headquartered in Greensboro, NC.

Qorvo Inc

What’s Driving The Sell-Off In Qorvo Shares?

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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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$2.05	--	--	N/A
Q1 '26	$1.11	$1.64	47.14%	BEAT
Q4 '25	$1.21	$1.69	39.59%	BEAT
Q3 '25	$1.86	$2.17	16.69%	BEAT
Q2 '25	$2.11	$2.22	5.44%	BEAT

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