SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 is drawing attention after its CEOs anniversary message prompted renewed speculation about a potential buyout, alongside anticipation for the final analysis of its Phase 3 REGAL leukemia trial, which requires 80 events and was last reported at 78. Traders disagree on whether the message and prolonged trial timeline signal favorable data or a deal; neither a buyout nor a trial outcome has been confirmed.

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

CoreWeaves steep selloff is drawing attention amid HSBCs bearish assessment and concerns about heavy debt, borrowing costs and access to financing for its AI infrastructure expansion. Traders are divided between expecting further downside and betting on a rebound or short squeeze; some bulls point to reported GPU price increases as evidence of demand and pricing power.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude swings on fears of Middle East supply disruptions, including reported attacks on shipping and energy infrastructure and heightened Iran-US tensions. Traders are divided between bulls focused on geopolitical supply risks and bears who see peace-deal headlines, disputed reports, or a normalization of flows unwinding the oil premium.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing attention amid a sharp selloff and weak performance versus peers as traders debate neocloud financing risks and broader concerns about AI infrastructure spending. The co-CEOs statement that data centers carry no debt and customer prepayments help fund GPU costs has reassured some investors, while others remain concerned about execution and the stocks continued weakness.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoins rebound from recent lows and its struggle to clear near-term resistance are driving discussion, with traders debating whether the move can extend or fade into another pullback. Bulls see potential for a short squeeze, while skeptics call the bounce a trap and point to weak demand and macro uncertainty.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs slide to record lows has focused discussion on waning confidence in Trump ahead of the midterms and concerns about Truth Socials engagement and the companys underlying business. Bearish traders see room for further declines, while some view the selloff as an opportunity for a short-term bounce.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BCRX is drawing attention for persistent share-price underperformance and widespread frustration with managements shift toward external acquisitions and pipeline investment, which critics fear could add debt and dilution. Bulls point to Orladeyos revenue and upcoming Netherton and Navenibart data, while bearish traders question whether those prospects can restore confidence.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegians reported Q3 outlook increase and reaffirmation of its 2026 outlook, alongside Carnivals strong results lifting cruise shares, are driving renewed interest. Bulls point to resilient bookings and heavy short interest as reasons for optimism, while others remain cautious about fuel costs, debt, and NCLHs lagging performance versus peers; squeeze talk is speculative.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

A sharp selloff and repeated lower lows dominate discussion, with traders saying rallies are being sold and questioning whether buyers will return. Bearish commentary links the pressure to rising yields and concerns about consumer affordability, credit exposure, debt, and Carvanas financing-dependent business model, while some traders still expect a bounce.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhoods steep selloff and continued weakness dominate discussion, with traders pointing to analyst caution and a risk-off market ahead of earnings. Bears see more downside, while bulls argue the pullback is a buying opportunity and watch for support to hold.

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POET Investors Shrug Off Marvell Debacle As Stock Notches 50% Weekly Jump: Retail Confidence Improves

Equity

In late April, POET indicated that it had purchase orders linked to Marvell, which ultimately led to the loss of those contracts due to a breach of confidentiality.


Tidal Trust II - Defiance Daily Target 2X Long POET ETF

Neutral Sentiment

<ul class="summary-bullets"><li>POET shares gained 50% last week amid surging interest&nbsp;in photonic networking technology, seen as a key beneficiary of the rapid data center buildout.</li><li>Retail traders are upbeat, speculating that the company might formally announce new orders at its upcoming earnings report.</li><li>Stocktwits sentiment for POET was ‘neutral’ early Monday.</li></ul>POET Technologies shares gained 50% last week, regaining the ground lost in the previous week after the company’s order commentary led to the cancellation of business with Marvell Technology and a sharp slide in stock.The rally signals that investor interest in the photonic components space — particularly in POET — remains strong. Record levels of spending on new AI data centers, coupled with robust recent results from cloud companies, continue to bolster the outlook for data center-adjacent sectors, including chips, networking, and other infrastructure components.Late last month, POET CFO Thomas Mika told Stocktwits in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=fe77jfp3kr0">interview</a> that the company had received orders linked to Marvell, and that a few more from other customers were in the pipeline. Days later, the company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2026/04/27/3281648/0/en/poet-technologies-provides-purchase-order-update.html">said</a> that those orders were&nbsp;canceled due to “contravention of its confidentiality obligations.” POET stock slide 47% on April 27, the day after the company’s disclosure.Still, the POET stock regained steam as the new month kicked off.<h2 class="st-heading-2">Recent Catalysts For POET</h2>Contributing factors in the last week included the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2026/05/01/3285982/0/en/defiance-launches-poel-the-first-daily-2x-long-etf-for-poet-technologies-inc.html">launch</a> of Defiance ETFs' <a href="https://stocktwits.com/symbol/POEL">POEL</a>, a daily 2x-long single-stock leveraged ETF tracking POET, which amplified trading flows, visibility, and speculative interest. The fund aims to deliver 200% of the daily percentage change in POET's share price.Positive governance moves around the Passive Foreign Investment Company (PFIC) status clarification and plans to redomicile in the U.S.,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-stock-rebounds-after-hours-us-redomicile-plan-directly-addresses-wolfpack-s-short-thesis/cZJsyseRIv1">announced</a> in mid-April, appear to be providing&nbsp;tailwinds. Still, risks persist: the company has minimal revenue, ongoing losses, and extreme stock volatility driven more by flows and narrative rather than fundamentals.&nbsp;Meanwhile, several&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://finance.yahoo.com/markets/stocks/articles/poet-technologies-faces-class-actions-021621746.html">proposed</a> class-action lawsuit notices — along with at least one lawsuit already&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2026/05/10/3291492/9788/en/bronstein-gewirtz-grossman-llc-urges-poet-technologies-inc-investors-to-act-class-action-filed-alleging-investor-harm.html">filed</a> — circulated on May 8, did little to derail the stock’s upward momentum.<h2 class="st-heading-2">Retail’s View On POET</h2>On Stocktwits, the retail sentiment for POET inched higher on the weekend and was ‘neutral’ as of early Monday, with traders actively setting up trades ahead of POET’s first-quarter report expected in the coming weeks.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_11_at_10_23_31_AM_png_1fe14944d9.webp" alt="Screenshot 2026-05-11 at 10.23.31 AM.png" width="597" height="75"><figcaption>POET sentiment and message volume as of May 11 | Source: Stocktwits</figcaption></figure>“$POET this thing on fire - I see new all-time highs within 2 weeks and when they announce first order for next hyperscaler this thing gonna gap up into the $20S - mark it!”&nbsp;<a href="https://stocktwits.com/drizz/message/652891560">said</a> a trader.Another&nbsp;<a href="https://stocktwits.com/foolforlove20/message/652888008">wrote</a>: “$POET The entire market is bullish as it understands we need everything to do with AI. From memory sticks to photonics, it is all going up. Especially when we realize that giants like AWS go down if we don't have these. Supply and demand. Great momentum.”POET has yet to announce the data for its earnings report. As of Friday,&nbsp;<a href="https://stocktwits.com/symbol/POET">POET shares</a> had gained 73% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/akamai-stock-posts-best-week-since-2013-on-buzz-of-1-8-b-anthropic-cloud-deal/cZX9Ab2ReWB">Akamai Stock Posts Best Week Since 2013 On Buzz Of $1.8B Anthropic Cloud Deal</a>&nbsp;

Poet Technologies logo displayed on a smartphone screen. The company's stock rose over 23% on Tuesday (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

In late April, POET indicated that it had purchase orders linked to Marvell, which ultimately led to the loss of those contracts due to a breach of confidentiality.

Marvell Technology Inc

POET Technologies Inc

Double beat (rev + EPS)

Revenue beat, EPS miss

EPS beat, revenue miss

Double miss

SpaceX ($SPCX) reports earnings after the close today. What do you expect?

Stocktwits

SpaceX

) reports earnings after the close today. What do you expect?

Current Price	$3.91
Prev Close	$3.87
Open	$3.82
Dividend Yield	N/A
50-Day Moving Average	$8.65
Beta	N/A
Avg. Volume	215,145.49
PE Ratio	N/A

52-Week High	$134.00
52-Week Low	$3.74
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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