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Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. The firm delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. It operates through the Cloud Applications segment. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is rallying as investors digest preliminary acquisition talks with private equity firm Silver Lake, driving a wave of speculation across the broader software and SaaS sector. While the potential deal has ignited buying interest, community sentiment remains divided over the reported valuation gap, with many debating the impact of AI disruption versus the fundamental value of enterprise cloud platforms.

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 is experiencing significant volatility following a mixed quarterly report that featured record revenue growth and raised full-year guidance, but also included wider-than-expected earnings losses. The community is sharply divided, with bulls pointing to the company's strong order backlog and defense-sector pipeline, while skeptics and short sellers remain focused on concerns regarding share dilution and the company's path to consistent profitability.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is experiencing intense volatility as investors weigh a record-breaking backlog against concerns regarding earnings misses and cash burn ahead of upcoming mission milestones. The community remains sharply divided, with bulls pointing to the company's long-term potential as a space prime, while bears highlight risks related to share dilution and operational delays.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending following an earnings report that beat expectations on both the top and bottom lines, yet the stock faced an immediate sell-off due to margin concerns and high investor expectations. The community is actively debating whether the price drop is an unjustified reaction driven by market manipulation or a necessary correction for a stock that had already seen significant year-to-date gains.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending as investors react to a perceived breakout from months of consolidation, with the community actively debating the impact of institutional accumulation and the company's strategic pivot toward agentic AI. Much of the discourse is focused on the potential for a significant short squeeze as the stock maintains momentum ahead of its upcoming earnings report.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce stock is trending as investors weigh mixed signals from enterprise software earnings, with recent volatility driven by broader sector concerns over shifting customer spending toward hardware infrastructure. Despite this, the community remains divided between those capitalizing on the stock's discounted valuation and those debating whether AI integration will ultimately provide a sustainable growth moat or face long-term disruption.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing significant price volatility as investors weigh strong earnings performance and AI-driven growth against concerns regarding insider share lockups and software sector pressure. The community is actively debating the stock's future, with many bullish traders focusing on heavy short interest and high revenue growth to anticipate a potential short squeeze, while others remain cautious due to profitability hurdles and insider selling.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is experiencing significant market volatility amid intense speculation about its future, with investors debating whether the stock is an undervalued opportunity for a turnaround or a falling knife in a struggling software sector. Community discussion is heavily focused on potential buyout rumors, disappointment with management's execution, and skepticism regarding the stock's ability to sustain any upward price momentum.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is experiencing significant volatility driven by a strategic partnership with Boeing, which involves acquiring Wisk Aero, Insitu, and SkyGrid to bolster its autonomous flight and defense capabilities. While the community is debating whether this move is a long-term catalyst for growth or a sign of financial overextension, active discussion centers on the potential for a short squeeze due to high short interest and the shifting narrative surrounding the company's path to profitability.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is experiencing significant momentum and a sharp price increase, largely driven by a broader rotation of investor capital out of overheated semiconductor and memory stocks into beaten-down enterprise software names. The community is actively debating whether this movement marks a sustainable reversal for SaaS as a long-term AI-play or if it is merely a volatile, algorithm-driven swing influenced by the liquidation of large institutional short positions.

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$SPY Rate cuts when?  June?  Not consensus.  21% say 25 bp cut. July? 70.1% say yes.  September?   Only 7.8% say no cut, with the largest bet on 50 bp lower and about 9% saying 75 bp.  https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html 
 
Reactions to expect:   
1. No rate cut in June -&gt; Market slips a bit more. 
2. No rate cut in July -&gt; Market fall accelerates 
3. No rate cut in Sept -&gt; Market crashes (so Fed won&#39;t allow that). 
4. Rate cut in June -&gt; Rally back to prior highs or higher 
5. Rate cut of 25 bp in July -&gt; market stabilizes and may rally  
6. Rate cut of 50 bp or &gt; in July -&gt; market rallies significantly 
7. Rate cut of 50 bp in Sept. after NO earlier cut -&gt; market rallies from much lower level than today. 
 
The market is going to be impatient with anything but a July cut.  July, Sept cuts of 25 bp each will support a rally (not considering Q2 earnings slowing that is going to be reported/employment data weakness likely on Friday).  But 25 bp over two meetings may be too much of a lag for the market. $SPX

PeteinSD

James

Count down to the next Federal Open Market Committee (FOMC) rate hike with the CME FedWatch Tool, based on the Fed Funds target rate. View the tool.

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CME FedWatch Tool: Countdown to FOMC - CME Group

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 Rate cuts when?  June?  Not consensus.  21% say 25 bp cut. July? 70.1% say yes.  September?   Only 7.8% say no cut, with the largest bet on 50 bp lower and about 9% saying 75 bp.  

 
 
Reactions to expect:   
1. No rate cut in June -> Market slips a bit more. 
2. No rate cut in July -> Market fall accelerates 
3. No rate cut in Sept -> Market crashes (so Fed won't allow that). 
4. Rate cut in June -> Rally back to prior highs or higher 
5. Rate cut of 25 bp in July -> market stabilizes and may rally  
6. Rate cut of 50 bp or > in July -> market rallies significantly 
7. Rate cut of 50 bp in Sept. after NO earlier cut -> market rallies from much lower level than today. 
 
The market is going to be impatient with anything but a July cut.  July, Sept cuts of 25 bp each will support a rally (not considering Q2 earnings slowing that is going to be reported/employment data weakness likely on Friday).  But 25 bp over two meetings may be too much of a lag for the market. 

David Durand

@SunAndStorm I wouldn&#39;t expect a cut this month given the markets haven&#39;t shown excessive weakness yet. Will need to see how the next 2 weeks play out (as I&#39;m sure the Fed will also especially after Powell&#39;s comments). A rate cut this month is possible. It&#39;s quite something to look back from here at where policy stood less than a year ago.

 I wouldn't expect a cut this month given the markets haven't shown excessive weakness yet. Will need to see how the next 2 weeks play out (as I'm sure the Fed will also especially after Powell's comments). A rate cut this month is possible. It's quite something to look back from here at where policy stood less than a year ago.