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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is seeing intense volatility as investors debate whether recent price action is a healthy pullback for a memory cycle leader or the end of an AI-fueled rally. The stock is currently caught in a broader semiconductor sector rotation, with traders closely watching momentum shifts and debating the legitimacy of long-term price targets against short-term margin risks.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendys is trending as investors speculate on a potential take-private bid by Trian Fund Management, fueling significant interest in a possible short squeeze due to the stock's high short interest. Community discussion is heavily focused on the viability of a buyout offer, the stock's value proposition compared to industry peers, and expectations for a major upward price movement.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is trending as investors rotate into defensive healthcare stocks, with community members actively discussing a potential breakout toward the 400 level fueled by institutional accumulation and strong underlying earnings power. Bulls are dismissing short-term volatility as institutional manipulation, focusing instead on the long-term compounding potential of the firm's integrated health insurance and care delivery ecosystem.

Quantum Computing, Inc. engages in developing novel algorithms and solutions utilizing quantum and quantum-inspired computing to solve difficult problems in various industries. It leverages its expertise in finance, computing, security, mathematics, and physics to develop commercial applications for the financial, security, and government sectors. The company was founded on July 25, 2001 and is headquartered in Hoboken, NJ.

Quantum Computing Inc

Quantum Computing Inc. is seeing significant trading volume and upward momentum as investors speculate on potential short-squeeze activity ahead of upcoming earnings. Community sentiment is deeply divided, with many traders focused on technical breakout levels and institutional accumulation, while critics remain skeptical about the firm's revenue-to-valuation gap.

Roundhill ETF Trust - Roundhill Memory ETF

The DRAM ETF is trending due to massive institutional inflows and intense retail speculation regarding a structural supply crunch in AI-critical memory chips. Investors are actively discussing the potential for long-term growth driven by HBM demand, while closely monitoring volatility risks stemming from Korean labor negotiations.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending as investors weigh significant production growth and record-breaking volume against the impact of regional instability and ongoing energy export developments. Community sentiment remains highly polarized, with many longs citing robust earnings expectations and massive contract backlogs, while others express frustration over share price volatility caused by geopolitical headlines and sector-wide algorithmic trading.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is seeing intense market volatility and polarizing debate as the semiconductor sector hits record levels of RSI overbought territory, fueling concerns over a potential blow-off top. The community remains sharply divided between bulls riding the AI-driven momentum and bears anticipating a violent correction, with frequent discussions focused on the risks of leverage decay and the sustainability of the current rally.

Kopin Corp. engages in the development, manufacture and sale of wearable technologies which include components and systems. Its portfolio includes AMLCD, LCOS displays, OLED displays, ASIC, backlights, and optical lenses. The firm uses semiconductor material technology to design, manufacture and market its component products for use in military, enterprise and consumer electronic applications, training and simulation equipment and 3D metrology equipment. The company was founded by John C.C. Fan on April 23, 1984 and is headquartered in Westborough, MA.

Kopin Corp.

Kopin Corp

Kopin Corp is experiencing significant momentum driven by a shift toward its role in AI infrastructure, particularly as investors focus on its proprietary MicroLED technology as a potential alternative for optical interconnects in data centers. The community is actively discussing the stock's transition from a niche defense supplier to a critical hardware player, with many shareholders holding long-term positions while dismissing volatility as a necessary shakeout of weak hands before future growth.

Oscar Health, Inc. is a healthcare insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is capturing significant investor attention as market sentiment shifts toward its aggressive revenue growth and margin expansion story, with a recent multimillion-dollar insider purchase by the CEO signaling strong internal conviction in a pivot toward profitability. Traders are closely monitoring the company's ability to sustain its rapidly scaling membership base while balancing healthcare sector volatility and institutional positioning.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is currently experiencing significant retail interest as traders actively accumulate shares during pullbacks while debating the potential impact of ongoing POSCO partnership negotiations. The community remains focused on the company's role as a major domestic steel supplier and the potential for a rebound driven by infrastructure demand.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$SLS This is Great, for context, Dagco is a small asset manager in Ohio with about $500M in assets.  They own almost all blue chips and standard broad based holdings.  The only position that sticks out is the 577,000 shares of SELLAS they had, which is now over 1M shares.   
 
It&#39;s likely clearly see the asymmetric upside with the margin of safety of no REGAL downside. 
 
It&#39;s almost May 2026 everyone, we&#39;re now at the point where there is extremely high statistical probability of HR being less than .3.  
  
BAT 11.4m: 98.0% [95-99%], median HR = 0.166  
BAT 12.0m: 95.5% [92-98%], median HR = 0.187  
  
And you can eliminate the impossible:  
  
- i.e. 18 BAT mOS has 0.3% chances of occurring statistically  
- BAT mOS &gt; 14m is essentially ruled out: P(BAT &lt; 14m) = 98.7% across the 5 layer Bayesian posterior.  
  
P(HR&lt;0.3) drops below 50% only at BAT 16m (never observed in AML CR2, not eligible for transplant). Ven+Aza does 14.7 mOS in the Frontline.  At BAT 15m it&#39;s still 60%.  At BAT 14m it&#39;s about 80%.

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 This is Great, for context, Dagco is a small asset manager in Ohio with about $500M in assets.  They own almost all blue chips and standard broad based holdings.  The only position that sticks out is the 577,000 shares of SELLAS they had, which is now over 1M shares.   
 
It's likely clearly see the asymmetric upside with the margin of safety of no REGAL downside. 
 
It's almost May 2026 everyone, we're now at the point where there is extremely high statistical probability of HR being less than .3.  
  
BAT 11.4m: 98.0% [95-99%], median HR = 0.166  
BAT 12.0m: 95.5% [92-98%], median HR = 0.187  
  
And you can eliminate the impossible:  
  
- i.e. 18 BAT mOS has 0.3% chances of occurring statistically  
- BAT mOS > 14m is essentially ruled out: P(BAT < 14m) = 98.7% across the 5 layer Bayesian posterior.  
  
P(HR<0.3) drops below 50% only at BAT 16m (never observed in AML CR2, not eligible for transplant). Ven+Aza does 14.7 mOS in the Frontline.  At BAT 15m it's still 60%.  At BAT 14m it's about 80%.

Corsair Gaming Inc

@yG19 how is a sub .2 HR possible if only 80% of the trials patients are GPS repsonders?

$SLS So, that is the median HRs, and sub .2 HR is possible.  Because non-responders die much faster than responders, their numbers deplete rapidly. By the time you reach Month 58 (the data cutoff), almost all of the non-responders have already passed away, while a large chunk of the &quot;cured&quot; responders and some that will end up in &quot;uncured&quot; are still alive. 
 
And hazard ratio is calculated based on the people who are still at risk in the trial (the surviving risk set). 
 
At Month 58 (Dec 2025), with a BAT mOS of 11.4 to 12.0: 
 
Overall HR at mo58: 0.162 to 0.164 
Risk-set floor at mo58: 0.037 
Implied responder HR at mo58: 0.130 to 0.132 
 
For BAT 12.0: 
Overall HR at mo58: 0.182 to 0.185 
Risk-set floor at mo58: 0.042 
Implied responder HR at mo58: 0.146 to 0.149 
 
At BAT 11.4 to 12.0, only about 3% to 4% of the surviving GPS risk set is BAT-like non-responders at mo58. That leaves about 96% of the surviving GPS risk set as responder enriched.

 how is a sub .2 HR possible if only 80% of the trials patients are GPS repsonders?