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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 experiencing a strong rally ahead of its quarterly delivery report, driven by optimistic market expectations that it will significantly outperform analyst estimates. Community sentiment is deeply divided, with bulls pointing to delivery momentum and potential AI catalysts, while bears remain focused on valuation concerns and skepticism surrounding the sustainability of the stock's recent gains.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is generating intense community buzz as the company ramps up R2 production and provides investors with delivery window estimates, fueling debates over potential volume growth and long-term production scaling. While some investors remain cautious about management's communication and volatility, others are aggressively accumulating shares, pointing to strong R2 demand and strategic partnerships as catalysts for a potential fundamental revaluation.

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 experiencing high volatility as investors rotate out of semiconductor stocks following a report that Meta may monetize excess AI infrastructure, sparking fears of overcapacity. While retail investors remain divided between panic selling and capitalizing on the dip, many are actively monitoring technical support levels and potential long-term buy-in opportunities amid the broader sector correction.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as retail investors ramp up speculation around upcoming global expansion announcements and potential catalysts in the Middle East, while simultaneously monitoring a high concentration of short interest that community members believe is nearing a squeeze point. Discussions are heavily focused on the clinical potential of NK cell therapies and the anticipation of stronger commercial traction following recent executive travel and manufacturing updates.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is trending as investors debate its long-term growth potential and platform expansion compared to larger brokerage peers, while a vocal community segment focuses on technical support levels and recent institutional accumulation. Sentiment remains deeply divided, with some traders optimistic about a potential breakout driven by platform scaling, while others express frustration over persistent price stagnation and perceived market manipulation.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is trending as the community highlights a major nuclear energy win with Sweden selecting the company's Small Modular Reactors, fueling long-term optimism alongside expectations for upcoming defense contract announcements. Investors are actively discussing the stock's resilient upward momentum and potential for significant growth as a key player in the evolving global aerospace and nuclear infrastructure sectors.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster Inc. is trending as investors aggressively rotate into Physical AI infrastructure, fueled by the company's recent Build America, Buy America (BABA) compliance for its Rev8 LiDAR and a high-volume manufacturing partnership with Benchmark Electronics. The community is heavily focused on the company's role as a critical sensing layer for robotics, autonomous machinery, and smart city infrastructure, with widespread discussion around the potential for a major valuation rerating as these technologies move toward large-scale deployment.

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SPY is trending as investors react to a cooling labor market, with the June payroll growth falling short of consensus estimates and fueling speculation that the Federal Reserve may soon pivot toward rate cuts. The community remains deeply divided, with some traders optimistic that weaker economic data serves as a 'Goldilocks' catalyst for further gains, while others express frustration over market volatility, perceived data manipulation, and the potential for a broader bubble in AI-linked sectors.

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 facing significant selling pressure as investors react to reports of potential hyperscaler competition in the AI compute space, while community sentiment remains heavily polarized due to concerns over executive compensation and a lack of major customer deal announcements. Despite these headwinds, bulls continue to highlight the company's long-term infrastructure assets and power pipeline as a strategic moat in an increasingly compute-constrained market.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing extreme volatility driven by a speculative semiconductor rally and heavy option activity, as traders weigh massive year-to-date gains against concerns over potential sector oversupply. The community remains deeply divided between bullish investors banking on long-term AI demand and memory cycle strength, and skeptical traders treating the stock like a volatile casino play susceptible to rapid corrections.

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Founded in 1983, Mobile Mini provides a variety of storage, mobile office, and long-distance moving solutions to businesses, institutions, organizations, and consumers. It has134 locations in the United States, United Kingdom, Canada, and the Netherlands and a fleet of approximately 236,600 portable storage and office units.  Mobile Mini offers customers a wide range of portable storage containers and mobile offices in varying lengths and widths with an assortment of unique and proprietary features such as the patented Tri-Cam Locking System®, ContainerGuard Lock®, multiple easy-opening ground-level door options, and over 100 different configurations.

Mobile Mini, Inc.

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? 
 
Drop a comment with when you expect the first cut/hike to be.

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MINIMobile Mini, Inc.

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