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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 seeing significant upward momentum as investors speculate on a major buyout and the upcoming Phase 3 REGAL trial data, with community discourse heavily focused on a potential short squeeze fueled by high short interest and limited share availability. Long-term shareholders are actively sharing deep-dive research and maintaining high conviction in the stock's clinical potential, while many are cautioning others against panic selling or setting stop-loss orders in the face of ongoing volatility.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending as shares dropped following reports of raids on its Taiwan offices by local authorities, which investors fear marks an expansion of a widening probe into alleged unauthorized AI chip exports to China. While community bulls contend this is old, recycled news meant to induce panic selling and dismiss the company as an innocent party cooperating with investigations, bears argue the regulatory overhang and lack of management transparency make the stock increasingly uninvestable.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending as investors weigh potential catalysts like the upcoming July Ducati showcase against volatility driven by heavy short interest and skepticism over the company's timeline to commercialization. Community discourse remains deeply divided between those betting on the long-term potential of its solid-state battery tech and others frustrated by the stock's lack of consistent upward momentum.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as the market braces for a pivotal late-July advisory committee meeting to discuss deramiocel, with investors debating the potential for a broad label approval despite recent stock volatility. The community remains focused on the company's long-term clinical data, ongoing legal proceedings regarding distribution rights, and expectations for a major institutional shift in regulatory sentiment.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

iShares Silver Trust is experiencing significant volatility and a sharp sell-off, driven by macroeconomic factors like interest rate concerns, a strengthening dollar, and a broader liquidity reset across commodities. The community is deeply polarized, with bulls actively accumulating during the dip citing long-term industrial demand from AI and energy sectors, while bears point to technical breakdowns and the reversal of geopolitical risk premiums.

AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment is trending following a significant earnings beat and record backlog, though investors are carefully weighing these results against softer forward guidance. The community is actively debating the stock's long-term valuation in the defense sector, with many focused on the tension between strong drone demand and potential margin pressures.

Iridium Communications, Inc. operates as a commercial provider of communications services offering true global coverage, connecting people, organizations and assets to and from anywhere, in real time. It offers its services to businesses, the U.S. and foreign governments, non-governmental organizations, and consumers via satellite network, which has an architecture of operational satellites with in-orbit spares and related ground infrastructure. Its products include personal communicators, messengers, and trackers, satellite phones, push-to-talk-devices, broadband terminals, midband terminals, external antennas, docking stations, apps, accessories and developer tools & resources. The company was founded in 2000 and is headquartered in McLean, VA.

Iridium Communications Inc

Rocket Lab's $8 billion acquisition of Iridium Communications is driving intense market activity as the move shifts Rocket Lab from a pure-play launch provider to a fully integrated space infrastructure platform. Community discussion is focused on the strategic value of Iridium's global L-band spectrum and recurring subscriber revenue, while traders debate the integration risks and potential long-term benefits of this consolidation in the satellite sector.

KLA Corp. engages in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries. The company operates through the following segments: Semiconductor Process Control, Specialty Semiconductor Process, and PCB, Display and Component Inspection. The Semiconductor Process Control segment provides a comprehensive portfolio of inspection, metrology and data analytics products and related services. The Specialty Semiconductor Process segment develops and sells advanced vacuum deposition and etching process tools. The PCB, Display and Component Inspection segment enables electronic device manufacturers to inspect, test and measure PCBs, flat panel displays and ICs to verify their quality. Its products include manufactured chips, reticle, packaging, surface profilers, nanochemical testers, KT pro equipment, and compound semiconductors. The company was founded on July 9, 1975 and is headquartered in Milpitas, CA.

KLA Corp.

KLA Corp is trending as investors aggressively rotate into semiconductor infrastructure, with the community closely tracking the stock's role in the AI-driven capital equipment cycle and recent price target hikes from major firms. While some participants discuss the stock's persistent momentum and leadership in process control, others are debating valuation risks following a rapid surge in price.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is currently trending as investors debate whether the stock represents a deep-value opportunity at decade-low prices or a structural value trap ahead of upcoming earnings. Community sentiment is deeply polarized, with bulls pointing to the strength of the brand and recent executive shifts to justify an accumulation strategy, while bears remain focused on declining market share, competitive headwinds, and persistent concerns over growth in China.

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 surging as market interest in Physical AI and robotics intensifies, driven by recent high-profile deals integrating their digital LiDAR sensors into autonomous industrial and heavy machinery. The community is actively discussing Ouster's role as a critical 'picks-and-shovels' infrastructure provider within the broader robotics supply chain, with many highlighting its potential for long-term growth as these technologies scale beyond initial lab tests.

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Timeless Resources Holdings Ltd. is an investment holding company, which engages in the provision of computer consultancy and software maintenance services, software development, and sale of computer hardware and software. It operates through the Mining and Metal Business and Software Business segments. The Mining and Metal Business segment refers to the exploration, development, and exploitation of mines and trading of metal. The Software Business segment offers integrated information technology solutions and other related services. The company was founded on March 12, 1996 and is headquartered in Hong Kong.

Timeless Resources Holdings Limited

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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