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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 seeing significant momentum as investors digest a second-quarter delivery beat and an upward revision to full-year guidance, fueling optimism around the R2 launch. The community is actively debating the stock's potential for a short squeeze given the high short interest, while discussions focus on whether the company can maintain production scaling and operational efficiency.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending following the major $875.8 million acquisition of DZYNE Technologies, a move the company says will establish it as a leading autonomous defense platform. While the acquisition significantly raised 2026 revenue guidance to $525 million, community discussion remains polarized between those focused on the strategic expansion into counter-drone and autonomous systems and those concerned about the ongoing impact of share dilution on the stock price.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending after securing a major 20-year lease with Anthropic that is expected to generate significant contracted revenue and cement its position as a tier-one AI infrastructure provider. While the stock initially saw a volatile sell-the-news reaction, community discussion remains focused on the massive fundamental re-rating and the potential for a sustained run as institutional investors digest the long-term revenue clarity.

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 currently in the spotlight following the announcement of a strategic seven-year partnership with Palantir, which will integrate Zeta's AI marketing infrastructure into Palantir's Foundry platform to create a unified enterprise AI layer. While the community is actively debating the stock's long-term potential as a data-driven infrastructure player versus its history of volatility, bulls are pointing to the potential for significant revenue growth and enterprise adoption, leading to increased analyst interest and positive price target revisions.

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 by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing significant market attention due to a high short interest of over 40% and speculative excitement surrounding a potential short squeeze. Investors are actively debating the stock's long-term enterprise AI potential and the pending LivePerson acquisition, while monitoring the critical 7-dollar price pivot as a potential catalyst for further momentum.

Vertex Pharmaceuticals, Inc. is a global biotechnology company, which engages in the business of discovering, developing, manufacturing, and commercializing small molecule drugs for patients with serious diseases. The firm focuses on development and commercializing therapies for the treatment of cystic fibrosis, infectious diseases including viral infections such as influenza and bacterial infections, autoimmune diseases such as rheumatoid arthritis, cancer, inflammatory bowel disease and neurological disorders including pain and multiple sclerosis. The company was founded by Joshua S. Boger in 1989 and is headquartered in Boston, MA.

Vertex Pharmaceuticals, Inc.

Vertex Pharmaceuticals is in the spotlight following the announcement of a 10-billion-dollar agreement to acquire Crinetics, a move that the community is actively debating as a potentially significant premium for the company's rare disease and endocrine-focused pipeline. Investors are closely monitoring the integration of Crinetics' assets alongside existing market enthusiasm for the regulatory pathways of Vertex's broader therapeutic pipeline.

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 seeing significant volatility as investors weigh the company's aggressive expansion into advertising, including a major acquisition, against concerns over pricing pressures and inventory costs. The community remains divided between those viewing the pullback as a buying opportunity in a defensive retail powerhouse and others who are skeptical of management's strategy and the impact of the broader economic environment on consumer spending.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar is attracting significant attention as institutional investors and analysts focus on its domestic manufacturing advantage and potential insulation from Chinese import restrictions. The community is actively debating the company's valuation against its long-term project backlog, with ongoing discussions centered on how shifting tariff policies and AI-driven energy demand could act as powerful tailwinds for the stock.

Lemonade, Inc. is a holding company, which engages in the provision of insurance services. The firm's products include renters and homeowners insurance, and pet insurance. It offers insurance coverage under the homeowners multi-peril, inland marine, and general liability lines of business. The company was founded by Daniel Asher Schreiber and Shai Wininger on June 17, 2015 and is headquartered in New York, NY.

Lemonade Inc

Lemonade is seeing intense volatility and renewed momentum as investors bet on an earnings breakout, with the market focusing on the company's progress in scaling AI-driven underwriting and improving unit economics. Community discussion is split between long-term believers who are aggressively accumulating shares during pullbacks and wary traders who are skeptical of the firm's path to consistent profitability amid high-beta market conditions.

AbbVie, Inc. is a research-based biopharmaceutical company, which engages in the development and sale of pharmaceutical products. It focuses on treating conditions such as chronic autoimmune diseases in rheumatology, gastroenterology, and dermatology, oncology, including blood cancers, virology, including hepatitis C virus (HCV) and human immunodeficiency virus (HIV), neurological disorders such as Parkinson’s disease, metabolic disorders, including thyroid disease and complications associated with cystic fibrosis, pain associated with endometriosis, and other serious health conditions. The company was founded on October 19, 2011 and is headquartered in North Chicago, IL.

Abbvie Inc

AbbVie Inc. is trending as investors digest a regulatory filing announcing a near-term earnings adjustment due to a significant one-time IPR&D charge, even as analysts remain constructive on the company's long-term pipeline and fundamental strength. Community discussion is focused on weighing this short-term expense against AbbVie's aggressive growth strategy in immunology and oncology, with many investors actively debating its positioning amidst broader sector rotation away from high-beta AI names.

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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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