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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.

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 a pivotal REGAL phase 3 readout and potential M&A activity, with community members actively discussing a short squeeze fueled by limited share availability. Long-term shareholders are doubling down, emphasizing the transformative potential of the GPS platform in oncology and sharing conviction in a significant valuation re-rate ahead of upcoming clinical milestones.

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 currently in the spotlight following the announcement that NASA has selected the company to provide launch services for three Electron missions, fueling community speculation about a turnaround and potential short squeeze after recent share price volatility. While retail investors remain optimistic about the firm's long-term backlog and institutional inclusion in the Nasdaq-100, the stock continues to face pressure from sector-wide rotation following the recent SpaceX IPO.

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 surging following the major announcement that it plans to spin off its NBCUniversal and Sky media and entertainment assets into a separate, publicly traded company. Investors are actively debating the long-term implications of this separation, with many focusing on the potential for enhanced value within the newly focused broadband-led entity versus the standalone media business.

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 1000 inclusion, driving massive trading volume and a fierce battle between bullish sentiment and short sellers. The community remains hyper-focused on upcoming corporate catalysts, international expansion plans, and the potential for a gamma squeeze that could force short-covering ahead of the index rebalance.

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 heightened community debate over its steep price decline and the potential for a disruptive partnership with SpaceX to provide mobile phone services via ground infrastructure. While some investors argue the stock is deeply undervalued due to aggressive buybacks and high cash flow, others are shorting the name, citing significant debt levels and declining subscriber numbers as the primary catalysts for the ongoing sell-off.

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 digest its strategic expansion into AI-powered autonomous network infrastructure, highlighted by recent partnerships with major hyperscalers like Google Cloud and Amazon. While some in the community express frustration over recent price volatility and bearish technical patterns, many are highlighting significant insider buying and long-term positioning as a reason to view the current dip as an accumulation opportunity.

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

Iridium Communications is trending following a definitive agreement to be acquired by Rocket Lab in an $8 billion cash-and-stock deal, a move that community members are highlighting as a major vertical integration play in space infrastructure. Investors are actively discussing the deal's structure, the strategic shift toward satellite connectivity services, and how this acquisition positions Rocket Lab as a more formidable competitor in the space sector.

Viridian Therapeutics, Inc. is a biopharmaceutical company that develops medicines for autoimmune and rare diseases. It uses antibody discovery and protein engineering to create new therapies. The company is advancing late-stage IGF-1R therapies for thyroid eye disease (TED) and developing a potential TSHR-targeted treatment for TED and Graves’ disease. In addition, it is developing FcRn inhibitors, including VRDN-006 and VRDN-008, for multiple autoimmune diseases. The company was founded by William S. Marshall and Bruce L. Booth in February 2006 and is headquartered in Waltham, MA.

Viridian Therapeutics Inc

Viridian Therapeutics is trending following the FDA approval of Lumvoa, a treatment for thyroid eye disease, with the community closely tracking the company's immediate commercial launch plans and potential for market expansion. Investors are actively debating the stock's valuation, upcoming conference call details, and whether the approval will drive significant long-term growth or lead to profit-taking.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors focus on its highly anticipated Phase 3 non-small cell lung cancer trial launch and the recent hiring of a new Chief Commercial Officer, which many in the community view as a signal of institutional confidence and commercial readiness. Discussions are heavily dominated by the belief that the stock is significantly undervalued, with the community actively analyzing potential buyout scenarios and the company's progress toward its upcoming BLA submission.

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XOMA Royalty Corp. operates as a biotech royalty aggregator, which engages in helping biotech companies for enhancing human health. It acquires the potential future economics associated with pre-commercial therapeutic candidates that have been licensed to pharmaceutical or biotechnology companies. The company focuses on early to mid-stage clinical assets primarily in Phase 1 and 2 with commercial sales potential that are licensed to partners. It has a portfolio with various assets that provides right to future potential royalty and milestone payments. The company was founded by Patrick J. Scannon in 1981 and is headquartered in Emeryville, CA.

XOMA Royalty Corp.

LAVA Therapeutics Stock Drops After Amended Deal With XOMA Royalty

Equity

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	$0.18	--	--	N/A
Q1 '26	$0.17	--	--	N/A
Q4 '25	-$0.11	$0.26	326.99%	BEAT
Q3 '25	-$0.04	$0.70	1850.00%	BEAT
Q2 '25	-$0.15	$0.44	393.33%	BEAT

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