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NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is experiencing heightened volatility and intense community debate as investors brace for upcoming earnings, with sentiment divided between those betting on a turnaround fueled by World Cup momentum and long-term brand strength, and those bracing for further downside amid slumping sales and macroeconomic pressures. Traders are closely monitoring the company's guidance and turnaround strategy, while retail investors actively discuss the stock's multi-year lows as a potential entry point for a rebound.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is facing significant downward pressure as investors navigate cooling sentiment regarding the Clarity Act's passage and a broader rotation of capital out of crypto-related equities. The community remains deeply divided, with some viewing the current pullback as a prime accumulation opportunity for a long-term stablecoin leader, while others express frustration over institutional selling and heightened competition from new stablecoin initiatives.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending as the space sector sees heavy rotation following NASA's recent moon base contract awards. While the stock faces volatility and pressure from short interest, community members are actively debating the company's long-term infrastructure role versus current speculative headwinds.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is trending following the massive expansion of its strategic partnership with Brookfield, with the total financing framework jumping to $25 billion to support rapid deployment of power solutions for AI infrastructure. The community is actively discussing the stock's significant move to new highs, debating its role as a critical solution to power bottlenecks in data center expansion, and speculating on whether the company's manufacturing capacity can keep pace with this surge in demand.

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 is experiencing significant volatility and heavy short interest as the market reacts to the pending acquisition of TopBuild, leading to intense debate among investors about whether current price levels represent a generational buying opportunity or ongoing dilution risks. Community sentiment remains deeply polarized, with many retail holders doubling down on a long-term thesis anchored in the leadership's track record, while others are frustrated by the lack of immediate price appreciation and the aggressive pressure from arbitrage-focused traders.

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 anticipate the initiation of a global Phase 3 trial for its lung cancer candidate, a move widely expected to follow the company's recent operational milestones and BLA preparation. The community is actively discussing the stock's significant long-term potential, with many debating the impact of the newly appointed CCO and the broader strategic value of the company's immunotherapy platform in an evolving oncology market.

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

Tesla is currently drawing intense market attention as traders debate the impact of potential delivery figures and ongoing volatility. The community is sharply divided between bulls focused on the Cybercab rollout and long-term physical AI potential, and bears highlighting regulatory hurdles and competitive pressures.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy shares are surging following a strategic agreement with Fit Energy to provide up to 380 megawatts of power for AI data centers, a move that the community is viewing as a crucial step in transitioning from proposal pipelines to commercial execution. While some participants are closely scrutinizing the structure of the deal and the background of the partner, investors are largely focused on the potential for this partnership to validate the company's long-term utility-scale energy infrastructure thesis.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is trending following new NASA contract awards for Moon base lunar lander missions, reinforcing its role in long-term lunar infrastructure development. While shares have experienced significant volatility alongside broader space sector fluctuations and shifting institutional capital flows, the community remains focused on Firefly's expanding defense contracts and future launch capabilities.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending due to significant institutional accumulation and positive momentum driven by the initiation of a Phase 1 trial for its new amylin-based obesity drug candidate. Investors are actively discussing the potential for a transformative buyout or major partnership as the company advances its pipeline, while bulls celebrate a strong streak of green days that has left short sellers increasingly vulnerable.

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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? 
 
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