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Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical is trending as investors react to a significant US commercialization deal with Tolmar, which provides both capital and infrastructure to de-risk the company's oncology platform. The community is actively discussing this validation, the stock's impressive pipeline of clinical trial catalysts, and growing institutional interest despite ongoing market volatility.

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 experiencing heightened volatility and intense community speculation driven by an anticipated 80th trial event, with shareholders actively debating the potential for an imminent buyout or institutional accumulation. Investors are closely monitoring short-interest dynamics and the potential for positive clinical outcomes from the REGAL study, which remains the primary catalyst fueling bullish sentiment across social platforms.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO Inc. is currently seeing significant volatility and intense discussion as investors navigate the final stages of the company's transformative acquisition of TopBuild. While some community members remain deeply bullish on Brad Jacobs' track record and the long-term potential for market dominance, others are expressing frustration over the stock's recent downward pressure, attributed by many to institutional short-selling, arbitrage activity, and market-wide macro concerns.

Corvus Pharmaceuticals, Inc. engages in the development of immune modulator product candidates with the potential to treat solid cancers, T-cell lymphomas, autoimmune diseases, and infectious diseases. Its product pipeline includes B Cell Activator and Anti-CD73, Adenosine Production Inhibitor Anti-CD73, ITK Inhibitor, A2AR Inhibitor, Anti-CXCR2, and A2BR Inhibitor. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Corvus Pharmaceuticals is gaining market attention as investors speculate on the potential of its selective ITK inhibitor, soquelitinib, with community members actively discussing upcoming data readouts and potential partnership or acquisition opportunities. The stock is seeing heightened volatility as market participants debate the company's long-term pipeline value against ongoing short interest and recent institutional ownership shifts.

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 facing intense scrutiny as investors grapple with leadership departures, high-profile insider selling, and concerns over the company's timeline for converting AI data center demand into sustainable revenue. While bulls highlight Navitas' participation in the NVIDIA MGX ecosystem and its next-generation power efficiency technology as drivers for long-term growth, the stock is experiencing significant volatility driven by concerns over potential dilution and sector-wide sentiment shifts.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending following a post-earnings sell-off where investors reacted to moderate ARR growth despite strong revenue and a announced 4-for-1 stock split. The community remains divided, with some viewing the pullback as an attractive buying opportunity for a long-term cybersecurity leader, while others argue the stock remains fundamentally overvalued relative to its growth pace.

Nasdaq, Inc. is a holding company, which engages in trading, clearing, exchange technology, regulatory, securities listing, information, and public and private company services. It operates through the following segments: Capital Access Platforms, Financial Technology, and Market Services. The Capital Access Platforms segment delivers liquidity, transparency, and integrity to the corporate issuer and investment community by empowering clients to effectively navigate the capital markets, achieve their sustainability goals, and drive governance excellence. The Financial Technology segment offers platforms that improve the liquidity, transparency, and integrity of the global economy by architecting and operating the markets. The Market Services segment includes equity derivative trading and clearing, cash equity trading, fixed income, currency, and commodities trading. The company was founded by Gordon S. Macklin in 1971 and is headquartered in New York, NY.

Nasdaq Inc - Ordinary Shares - 144A

Nasdaq Inc

Nasdaq Inc. is trending as investors weigh structural changes following record-sized IPO filings from major entities like SpaceX and Anthropic, alongside increased market volatility and discussions around 24/5 clearing infrastructure. The community is actively debating the implications of AI on traditional financial data providers, the potential impact of algorithmic market structures, and the broader macro environment affecting market liquidity.

Occidental Petroleum Corp. engages in the exploration and production of oil and natural gas. It operates through the following segments: Oil and Gas, Chemical, and Midstream and Marketing. The Oil and Gas segment explores for, develops and produces oil and condensate, natural gas liquids, and natural gas. The Chemical segment manufactures and markets basic chemicals and vinyls. The Midstream and Marketing segment purchases, markets, gathers, processes, transports and stores oil, condensate, natural gas liquids, natural gas, carbon dioxide, and power. The company was founded in 1920 and is headquartered in Houston, TX.

Occidental Petroleum Corp.

Occidental Petroleum is experiencing significant volatility driven by the escalating geopolitical instability in the Strait of Hormuz and ongoing uncertainty surrounding potential ceasefire talks. Investors are closely monitoring the company's crude sensitivity and debt reduction progress, with the community actively debating whether current supply disruptions create a long-term bullish catalyst or if headline-driven sentiment will continue to suppress price growth.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T shares are under pressure as investors weigh competitive concerns regarding SpaceX's expansion into consumer wireless services against the company's dividend yield and long-term infrastructure investment. The community is actively debating whether current valuation levels represent a generational buying opportunity for income-focused portfolios or if broader shifts in the telecommunications sector warrant caution.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is currently trending as investors debate the impact of AI-native software competition, with community sentiment splitting between bullish outlooks on its cloud observability dominance and bearish concerns over potential market share erosion. The stock remains a focal point for institutional flow and technical analysis as traders monitor its recovery path heading into upcoming earnings.

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Winners, Inc. engages in the development and management of properties in the health-related industry. The company was founded on August 10, 2007 and is headquartered in Las Vegas, NV.

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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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