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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 surging following a blowout earnings report characterized by massive growth in U.S. commercial revenue and raised full-year guidance that exceeded analyst expectations. The community is actively debating the company's valuation versus its AI-driven momentum, with many investors highlighting the stock's potential for further gains while skeptics warn of potential volatility following the earnings call.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending as investors weigh strong profitability and revenue growth against skepticism regarding the long-term impact of its hardware investments and historical volatility. While bulls are focused on positive free cash flow and potential for a significant turnaround, bears remain focused on persistent leadership concerns and the company's competitive standing in the tech sector.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is seeing heightened volatility as the company moves to convert convertible notes into common stock, prompting intense debate among retail investors over whether this debt-clearing strategy is a long-term catalyst for growth or unnecessary dilution. The community is sharply divided, with some actively buying the dip in anticipation of future acquisitions, while others express frustration over the impact of share issuance on their holdings.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The Defense & National Security segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Space Solutions segment consists of space infrastructure, advanced space technology, science systems and mission services. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager Technologies (VOYG) is surging following a record earnings report that revealed a significant backlog increase and raised full-year 2026 revenue guidance well above analyst consensus. The community is buzzing over the company's scaling in defense-related space infrastructure and the strategic implications of its new Agentic AI and lunar-focused partnerships.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

Sterling Construction Company is trending as investors debate the impact of broader market volatility and AI infrastructure sentiment on the firm's robust backlog. While the community is actively discussing the record-breaking quarterly growth and raised guidance, sentiment remains divided between those viewing the recent price dips as a compelling entry point and those concerned about sector-wide valuation pressures.

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 following the UAE's approval of its immunotherapy drug ANKTIVA for multiple cancer indications, which investors view as a significant step in the company's global expansion strategy. The community is actively debating the timing of upcoming earnings and potential future partnerships, while keeping a close eye on the large short interest that continues to fuel speculation about a possible squeeze.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas Life Sciences is currently trending due to intense speculation surrounding the anticipated 80th clinical trial event and potential buyout rumors, fueling a polarized debate between optimistic bulls expecting a breakthrough in AML treatment and skeptical short-sellers. The community is actively monitoring the ticker for signs of a formal data release or M&A activity, with discussions focused on the impact of recent clinical progress and the strategic value of their oncology assets in a consolidating biotech sector.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is trending following a massive five-year, $335 million storage deal with CoreWeave, which has triggered aggressive institutional accumulation and analyst upgrades. The community is actively debating the stock's valuation and long-term potential as a critical player in AI infrastructure, while some traders closely monitor for potential share offerings following the recent momentum spike.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is experiencing a surge in investor interest driven by strong commercial execution of Briumvi and optimism regarding its pipeline, including subcutaneous administration and new indications. The community is actively debating the likelihood of a major acquisition, with many long-term shareholders holding firm, convinced that the company's growth trajectory and patent runway make it a prime buyout candidate despite tactical volatility from short sellers.

Whirlpool Corp. engages in the manufacturing and marketing of home appliances. Its products include home laundry appliances, refrigerators and freezers, cooking appliances, home dishwashers, and room air-conditioning equipment, mixers, and portable household appliances. The firm's brands include Whirlpool, KitchenAid, Maytag, Consul, Brastemp, Amana, Bauknecht, JennAir, and Indesit. It operates through the following geographical segments: Major Domestic Appliances (MDA) North America, Major Domestic Appliances (MDA) Latin America, Small Domestic Appliances (SDA) Global, and Others. The company was founded by Emory Upton, Fred Upton, and Louis C. Upton on November 11, 1911 and is headquartered in Benton Harbor, MI.

Whirlpool Corp.

Whirlpool is currently the focus of intense investor scrutiny and volatility, following a major earnings miss and the suspension of its dividend due to severe demand headwinds and mounting debt. The community is sharply divided, with bearish traders citing a long-term structural decline and potential bankruptcy risks, while contrarian investors are aggressively buying the dip, banking on a cyclical recovery and the influence of major institutional holders like David Tepper.

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Neutral Sentiment

Hold rates steady

Cut 25 bps

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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.

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