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Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending as investors weigh anticipation for upcoming maintenance trial data against frustration over a period of stagnant price action and lack of official buyout news. While retail sentiment remains highly divided between those aggressively loading up on calls in hopes of a short squeeze or acquisition and those vocalizing disappointment with management's transparency, the broader community continues to debate whether the company's clinical pipeline can truly challenge current GLP-1 market leaders.

Roundhill ETF Trust - Roundhill Memory ETF

DRAM is surging as investors pivot toward semiconductor memory and infrastructure, driven by sustained AI demand and the anticipation of Micron's upcoming earnings. The community is actively debating the transition of memory from a cyclical commodity to a structurally constrained AI bottleneck, with many pointing to heavy institutional flows and impending SK Hynix developments as catalysts for continued momentum.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm, through its storage cloud platform, 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 and Brian Wilson in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is surging following a five-year, $335 million AI storage agreement with CoreWeave, which has ignited community discussions regarding the stock's potential for a re-rating and a possible gamma squeeze. Investors are actively debating the company's valuation as it leans heavily into AI infrastructure, with many highlighting the deal's scale relative to the firm's total market cap.

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 attracting significant attention as investors speculate on a potential turnaround under new leadership and a possible takeover, with the community closely tracking the stock's oversold status and high short interest. Discussion is currently dominated by debates over its low valuation and dividend yield, while some users look for a short squeeze or buyout news to drive a recovery from recent lows.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is trending as investors rally around its prominent inclusion in the White House's new executive orders on quantum technology and its launch of the America's Quantum Space Initiative. The community is heavily discussing these government-backed catalysts alongside the stock's potential for near-term momentum and its technical positioning against sector peers.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. 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 investors weigh an aggressive semiconductor sector selloffsparked by weakness in South Korean memory stocksagainst optimism ahead of upcoming earnings. While some community members view the dip as a prime opportunity to accumulate shares for long-term AI infrastructure growth, others are warning of a potential correction due to crowded positioning and unsustainable valuation metrics.

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 currently trending as investors focus on anticipation for key global expansion news and potential manufacturing announcements expected in July. The community is actively discussing the stock's eligibility for Russell index reconstitution and debating the impact of the company's strategic silence as they monitor short interest and long-term potential for their platform.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending following a strategic partnership with Palantir to integrate AI-driven marketing infrastructure, which community members view as a significant long-term validator for the company's enterprise tech stack. While some investors are bullish on the potential for revenue expansion and valuation rerating, others remain cautious due to broader software sector volatility and profit-taking activity.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martin is currently trending as investors weigh significant new government contract awards against ongoing volatility within the defense sector. The community is actively debating the company's long-term production capacity and structural role in next-generation military infrastructure amid heightened geopolitical tensions.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending as the community actively debates its long-term potential in the quantum computing and AI infrastructure sectors, driven by recent government-backed quantum initiatives and strategic partnerships. While some investors highlight the stock's software acceleration and analyst upgrades as a bullish signal, others remain cautious, debating whether its legacy business model can maintain momentum against broader market volatility and AI-driven software disruptions.

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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? 
 
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