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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 currently a focal point for investors as it approaches a highly anticipated earnings report, with community sentiment split between extreme bullishness on AI-driven growth and concerns over its premium valuation. Market participants are actively debating the company's ability to maintain its high revenue growth and operational momentum, leading to increased volatility and a high implied move in the options market as the stock trades near key technical support levels.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is trending as investors aggressively debate the stock's valuation and long-term potential heading into upcoming earnings, with the community actively tracking high short interest and monitoring signs of institutional accumulation. Supporters view the current price as an asymmetric opportunity driven by persistent consumer demand for functional beverages, while others remain cautious about macroeconomic headwinds and recent share price volatility.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Walt Disney Co. is trending as the community debates its box office performance with the success of recent blockbuster releases alongside concerns regarding the company's long-term stock stagnation and streaming strategy. Investors are actively discussing the potential impact of future earnings, structural changes, and the company's ability to maintain growth in a competitive media landscape.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is currently experiencing significant downward volatility and intense community debate as investors react to technical breakdowns and diverging opinions on the firm's long-term fundamental value. Discussions are heavily focused on the stock's massive short interest, potential institutional accumulation, and the lingering speculation surrounding a strategic partnership with POSCO.

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 shares are drawing significant attention as investors weigh institutional analyst downgrades, which cite concerns over Agentforce adoption, against the companys recent $1.6 billion U.S. Air Force contract win. The community remains deeply divided, with many debating whether the stock represents a deep-value opportunity bolstered by massive share buybacks or a structural 'SaaSpocalypse' victim facing long-term disruption from AI integration.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Churchill Capital Corp XI - Ordinary Shares - Class A

Churchill Capital Corp XI is experiencing significant momentum and retail attention as investors position for its upcoming merger with Agility Robotics, a company recently validated by strategic backing from industry heavyweights like NVIDIA and Amazon. The community is actively discussing the potential for Agility to become a dominant player in the commercial humanoid robotics market, drawing frequent comparisons to past successful SPAC mergers and heightening speculation over future institutional acquisition interest.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

DoorDash is trending following an earnings announcement that initially caused a pullback, but shares subsequently surged as investors focused on strong order growth, margin expansion potential, and aggressive expansion into grocery and logistics services. Community discussion is split between bullish sentiment over the stock's growth trajectory and drone delivery initiatives, and bearish concerns regarding the platform's long-term profitability, competition from AI-driven discovery tools, and consumer fatigue over high delivery fees.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is currently trending as investors debate the impact of a recent $1.5 billion shelf offering and a broader sector-wide rotation following the public entry of major space industry competitors. While some investors remain optimistic due to the company's surging backlog and strategic partnerships with entities like Google, others are expressing concern over the stock's persistent volatility and its tendency to trade in lockstep with the broader, currently pressured space sector.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending due to heightened geopolitical tensions in the Middle East, specifically following renewed missile attacks and subsequent U.S. military responses. Market participants are actively debating the sustainability of these price spikes, with many citing the cycle of announced 'peace deals' versus continued conflict as a primary driver of volatility.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is currently trending as investors focus on the impending closure of its SkyWater Technology acquisition, which promises vertical integration and domestic manufacturing capabilities. The community remains divided between long-term bulls highlighting these strategic milestones as critical infrastructure for national security and skeptics expressing concerns over potential share dilution and the company's reliance on M&A for revenue growth.

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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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