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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

A sharp selloff with no company-specific news has sparked debate, with traders attributing the move to options-expiration pressure and broader biotech weakness while others worry about SELLASs prolonged quiet period. The discussion centers on the pending REGAL Phase 3 update and 80th-event announcement: bulls view the decline as technical noise, while skeptics see the lack of communication as concerning.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas Roadster reveal, featuring SpaceX-derived thrusters and airborne stunts, is driving discussion: some traders praise the engineering, while others call it an impractical publicity stunt with little earnings impact. Speculation about a TeslaSpaceX merger is also circulating, but remains unconfirmed.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Reports that Apples first foldable iPhone Duo quickly exhausted preorder availability and faced delayed deliveries are driving attention. Traders are split over whether this signals strong demand or limited initial supply and manufacturing constraints, with some viewing it as bullish and others dismissing it as hype amid concerns about Apples valuation.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure as traders focus on a tech and semiconductor selloff, with concerns about AI infrastructure debt, spending returns and persistent inflation and yields weighing on the Nasdaq. The community is split between bearish traders citing further downside and dip buyers looking for a rebound, while monthly options expiration is adding to the choppy trading.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Concerns about CoreWeaves heavy borrowing and rising bond yields are driving attention amid a wider selloff in AI infrastructure stocks, with traders questioning whether expansion can generate returns sufficient to support the debt. Bears warn of refinancing and dilution risks, while bulls call the decline overdone and point to Nvidia CEO Jensen Huangs reassurance and analyst support; the debate has fueled sharp swings and dip buying.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is being swept up in a selloff across AI-cloud and semiconductor stocks as CoreWeaves debt and financing pressures raise concerns about neocloud funding and the AI buildout. Traders are divided between treating the drop as a buying opportunityciting Nebiuss comparatively stronger balance sheetand fearing further sector weakness.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

NVAXs sharp decline is being linked by traders to a circulated report claiming an FDA setback for its flu/COVID combination trial, which many in the community say recycles an older, resolved issue. Citis reiterated Sell rating and weakness across vaccine stocks were also cited, while traders disputed the reports relevance and blamed algorithmic selling.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOnes $1.25 billion zero-coupon convertible-notes offering is a focus as shares fall, with traders debating potential dilution and the rationale for raising capital despite existing cash reserves. Some view the funds as a low-cost source for buybacks or acquisitions, while others are concerned about dilution and cite broader tech-sector weakness as added pressure.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

PLTRs decline is being discussed mainly as part of a broader tech and AI-market pullback amid inflation, interest-rate, oil, and geopolitical concerns, alongside debate over its valuation after a strong run. Bulls see a market-driven dip and cite the companys business momentum, while bears focus on its high valuation and risk of further downside.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor-sector selloff, driven by worries about AI valuations and spending, chip competition, and persistent inflation and interest rates, has intensified SOXLs decline; its 3x leverage magnifies the swings. Traders are split between viewing the pullback as an AI-trade unwind with more downside risk and treating it as an oversold dip that could rebound.

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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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