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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

Wendy's is trending as retail investors and community members speculate on a potential short squeeze, fueled by a high short interest and rumors of a buyout to take the company private. The discourse is further amplified by excitement over new management hires, with many users drawing parallels to past meme stock movements.

Keel Infrastructure Corp. engages in building artificial intelligence focused data centers and energy assets. It focuses on infrastructure and energy required to support high-performance computing and artificial intelligence workloads. The company was founded on April 1, 2026 and is headquartered in New York, NY.

Keel Infrastructure Corp.

Keel Infrastructure Corp

Keel Infrastructure Corp is surging as investors react to analyst optimism regarding the company's AI-ready data center pipeline and its strategic positioning to benefit from growing energy demand. The community is actively debating the timing of potential lease agreements, with bulls pointing to the upcoming Russell 3000 inclusion and government support for nuclear-powered AI infrastructure as key catalysts for sustained long-term growth.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is facing significant downward pressure as investors rotate out of growth names and express concerns over shrinking margins and potential insider share dilution as the initial lock-up period expires. Despite announcing major long-term infrastructure deals with OpenAI and Amazon Web Services, the market is actively debating the company's valuation multiples and questioning whether its current revenue trajectory can justify its premium market cap.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently experiencing significant downward pressure as market sentiment shifts and high-growth AI stocks face broad technical decompression. While the community remains divided between those viewing the recent price action as a temporary liquidity reset and others bracing for deeper retracement, investor focus remains firmly anchored on whether recent enterprise contract wins can effectively decouple the stock's fundamental growth narrative from current negative price momentum.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as the community closely monitors a high-stakes legal dispute with Nippon Shinyaku, hoping for a swift resolution that grants Capricor independent control over the distribution of Deramiocel. Investors are simultaneously focused on the upcoming August PDUFA date and anticipation of positive clinical data, viewing the stock as a significant, high-asymmetric opportunity ahead of potential commercialization.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending as investors monitor ongoing e-commerce regulatory scrutiny and recent EU expansion probes, while the community remains divided over its long-term viability given the stock's significant underperformance compared to broader market gains. While some participants are actively accumulating shares based on deep-value fundamentals and strong cash positions, many others are expressing frustration over the company's lack of consistent price appreciation and the perceived risks associated with the broader Chinese equity sector.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending as investors react to the company's fiscal third-quarter earnings beat and raised full-year guidance, which signaled resilience and effective cost-cutting despite geopolitical and inflationary pressures. The community is actively debating the stock's valuation as it nears record highs, with many focused on the upcoming Freight division spin-off as a key catalyst for long-term value creation.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is facing downward pressure as investors closely scrutinize the massive capital expenditures required to maintain AI and cloud infrastructure dominance, despite strong growth projections for AWS. The community remains divided, with many viewing the current pullback as a discounted entry point for a long-term compounder, while others are concerned that the heavy AI spending cycle could strain margins and invite further regulatory scrutiny.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It operates through the following segments: Uranium, Rare Earth Elements (REE), and Heavy Mineral Sands (HMS). The uranium segment engages in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties and the recycling of uranium-bearing materials generated by third parties along with the exploration, permitting and evaluation of uranium properties in the U.S. The REE segment is engaged in the company’s initiatives to progress towards full REE separation capabilities at the Mill to produce both light and heavy separated REE oxides in the coming years. The HMS segment engages in the exploration, development and recovery of HMS at the Kwale Project, Bahia Project, Vara Mada Project and the company’s equity method investments in the Donald Project JV and Tate. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels Inc. is trending as investors digest a major $1.9 billion acquisition of German magnet manufacturer VAC, a move that positions the company as the only fully integrated mine-to-magnet rare earth supplier in the Western world. Community discussion is sharply divided, with bulls highlighting the strategic national security importance and government backing, while bears raise concerns about potential dilution and the short-term impact of integrating significant debt.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

iShares Silver Trust is experiencing significant volatility driven by shifting expectations surrounding federal interest rate policy, geopolitical tensions in the Middle East, and ongoing industrial demand. Community discourse is sharply divided between investors betting on a long-term supply deficit in industrial sectors like solar and robotics and those frustrated by the asset's failure to perform as a consistent inflationary hedge.

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HireRight Holdings Corp. engages in the provision of technology-driven workforce risk management and compliance solutions. It offers background screening, verification, identification, monitoring, and drug and health screening services. The company was founded in July 2018 and is headquartered in Nashville, TN.

HireRight Holdings Corp

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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