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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 surging as investors react to reports that the company plans to launch a cloud infrastructure business to monetize excess AI compute capacity, shifting the narrative from high-cost capital expenditure to revenue-generating infrastructure. While the community is actively debating whether this signals an oversupply of compute or a strategic move toward cloud-based monetization, the announcement has triggered a sharp rotation of capital away from specialized neo-cloud providers and into Meta.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is seeing significant volatility as market participants debate whether Meta's reported plans to commercialize excess AI compute capacity signal a competitive threat to neo-cloud providers or simply reflect a broader, supply-constrained AI infrastructure market. While some investors fear reduced hyperscaler dependency, community sentiment remains largely bullish, highlighting that long-term capacity contracts and structural demand for high-performance compute remain the dominant drivers for the stock's growth thesis.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is currently facing investor frustration as the stock struggles under broader macroeconomic pressures and perceived inaction from management regarding sales growth. Despite this, some market participants remain bullish on its defensive retail position, citing internal improvements like media advertising and infrastructure investments as potential long-term catalysts.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is facing intense downward pressure and high short interest, fueling aggressive community debates between bearish traders pointing to dilution and lack of immediate catalysts, and bullish long-term investors betting on a potential short squeeze and the company's enterprise AI expansion. Investors are closely watching for a major news catalyst or earnings update to break the current technical stalemate as frustration mounts over the stock's recent performance.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is seeing intense market activity as it joins the Russell 3000 Index, a transition that has ignited community debate over whether the resulting institutional volume will trigger a short squeeze or prove to be a non-event. While some investors are betting on a turnaround fueled by AI-driven scaling and management's focus on profitability, others are expressing skepticism and frustration over the stock's sluggish performance and the persistent influence of short-selling.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. 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 trending as market participants debate the long-term sustainability of the AI memory supercycle amid shifting hyperscaler spending narratives and institutional portfolio rebalancing. Community discussions are split between those viewing recent dips as strategic buying opportunities for a structural AI infrastructure play and those concerned that memory cyclicality and potential excess compute capacity could lead to near-term volatility.

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

CoreWeave is facing significant volatility as investors react to reports of Meta potentially commercializing its excess AI compute capacity, which markets fear could disrupt the competitive landscape for specialized cloud providers. While the community is split between those who view the sell-off as an irrational overreaction to structural demand and those who are concerned about the impact of increased hyperscaler competition on the neocloud business model, many are actively watching institutional order flow and technical support levels to gauge if this dip represents a buying opportunity or a deeper fundamental shift.

Aurora Innovation, Inc. engages in the design and development of automobile hardware, software, and provision of data services. It offers the Aurora Driver which allows a vehicle to drive itself. The company was founded by Christopher Urmson, Sterling Anderson and James Andrew Bagnell in 2017 and is headquartered in Pittsburgh, PA.

Aurora Innovation Inc - Ordinary Shares - Class A

Aurora Innovation is trending as investors digest significant insider share sales and navigate broader market volatility, while the community remains hyper-focused on upcoming milestones like the launch of driverless hardware. Despite recent pressure, long-term sentiment is bolstered by the company's progress in autonomous trucking partnerships and potential for scaling technology.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel (INTC) is experiencing high volatility as investors closely watch the semiconductor sector's performance, with ongoing community debate centered on the company's long-term foundry strategy versus its current lack of free cash flow. Despite concerns over potential competition and sector rotation, many bullish investors are focused on accumulation during dips, viewing the stock as a critical player in U.S. AI infrastructure.

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.

Carvana is facing significant downward pressure as investors react to continued insider selling, ongoing legal battles regarding accounting practices, and broader concerns over subprime loan performance. The community remains deeply polarized, with active debates centered on whether the stock is a long-term turnaround play or a fundamentally overvalued target for a major correction.

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Bearish 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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