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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is rallying following the release of its Muse Spark 1.1 AI model and reports that the company plans to begin manufacturing in-house AI chips in September to significantly expand its computing capacity. Community sentiment has shifted sharply toward bullish, with many investors viewing the vertical integration of chips, models, and massive user data as a competitive advantage that outweighs recent concerns regarding heavy capital expenditure.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is experiencing significant market volatility driven by discussions surrounding the potential passage of the Clarity Act and ongoing leadership changes. Investors are closely monitoring regulatory developments, with sentiment deeply divided between anticipation of a major breakout and concerns over the stock's failure to maintain momentum alongside Bitcoin.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is experiencing heightened investor activity as the community remains sharply divided over whether the company's transition to an agentic AI orchestration layer justifies its valuation. Bulls are aggressively highlighting massive short interest, GAAP profitability, and a robust cash position as catalysts for a potential squeeze, while skeptics are focusing on persistent price stagnation and the challenges of sustaining long-term growth in a competitive enterprise software market.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is trending following a significant leadership shakeup that saw the departure of CEO David Gandler and the appointment of former Disney executive Alisa Bowen, sparking intense community debate over whether this represents a long-awaited turnaround or another failed attempt to salvage a struggling business model. While some traders are optimistic that Disneys involvement signals a strategic pivot, others remain deeply skeptical, citing ongoing concerns about dilution, poor historical performance, and the company's competitive position in the streaming space.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Delta Air Lines is trending as investors weigh strong travel demand against the dual pressures of elevated jet fuel costs and the evolving geopolitical landscape. The community is actively debating the stock's valuation and potential price direction, with sentiment split between bullish views on operational resilience and caution regarding the sustainability of current airfare levels.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is trending after announcing a deal to acquire a 1,200-acre Texas site, with plans to develop a massive 2 GW digital infrastructure campus for Bitcoin mining and AI operations. While the community is actively debating the company's long-term pivot toward energy infrastructure and AI, sentiment remains polarized between bulls who see a strategic moat in power acquisition and bears concerned about execution, executive compensation, and the lack of signed high-performance computing tenants.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is trending as investors digest the strategic acquisition of DZYNE Technologies and a subsequent upward revision in revenue guidance. The community is actively debating the trade-off between the company's aggressive growth-by-acquisition strategy and concerns regarding potential share dilution as it aims to scale its autonomous defense and counter-UAS platforms.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging due to a critical follow-on production order for its FOX-XP wafer-level burn-in systems from a major silicon photonics customer, signaling a shift toward high-volume production for AI data center infrastructure. The community is heavily focused on this validation of the company's technology as an essential bottleneck-solving play within the broader AI and optical networking ecosystem.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake is currently trending as a centerpiece of the broader software sector recovery, fueled by robust enterprise data demand and institutional confidence in its AI-driven platform strategy. Community discussion remains focused on high-conviction momentum, with traders closely monitoring key breakout levels and potential volatility as the stock aligns with other software leaders in a broad market rotation.

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 strong operational fundamentals and capacity growth against geopolitical uncertainty in the Strait of Hormuz. While some community members remain optimistic about upcoming export fee data and long-term infrastructure expansion, others are focused on recent diplomatic developments and ongoing volatility in global energy shipping routes.

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Bullish 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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