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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is rallying as investors digest reports of the company's plan to manufacture its own AI chips and significantly expand computing capacity, shifting sentiment toward a vertically integrated AI infrastructure play. The community is actively debating whether Meta's aggressive capital expenditures represent a strategic moat or a long-term risk, with many users celebrating a sharp intraday reversal that silenced previous bearish sentiment.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is facing increased scrutiny ahead of earnings as investors debate its pivot toward bundling and live TV to combat slowing user engagement. While sentiment remains divided, many in the community are closely monitoring whether these strategic shifts can successfully defend its market share against intensifying industry competition.

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 seeing heightened community debate as investors weigh strong government ties and recent analyst upgrades against recent price volatility and concerns over share structure. While bulls emphasize the company's dual-use potential in quantum sensing and defense as a long-term catalyst, others are expressing frustration over the stock's inability to sustain upward momentum amid broader market macro pressure.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is trending following the announcement of a massive land acquisition in Texas intended to double the company's power capacity for Bitcoin mining and AI infrastructure. While the company positions itself as a long-term infrastructure play, community sentiment remains sharply divided as investors debate whether this strategy justifies the executive compensation and capital expenditure risks or if the stock continues to suffer from poor management execution and disappointing historical performance.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is trending as investors respond to a new patent listing that extends exclusivity for its core treatment, Miplyffa, through 2041, fueling multiple analyst price target upgrades. The community is actively debating the stock's significant undervaluation relative to its fundamentals and cash position, while closely monitoring for potential future acquisition catalysts.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is seeing intense debate among investors as the stock experiences volatility following a revenue and earnings beat, with bears pointing to margin pressure and slowing membership metrics while bulls emphasize the company's defensive strength. Community discussion is focused on whether the pullback is a buying opportunity for long-term holders or a sign that the retail giant's high valuation is finally facing a correction.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is currently seeing elevated trading volume and retail investor attention driven by a combination of positive institutional signals, such as its strategic manufacturing alliance with Toyota, and anticipation regarding imminent FAA certification milestones. The community remains actively divided, with longs highlighting the company's progress toward commercial launch and regulatory compliance, while a vocal group of skeptics focuses on stock dilution concerns and aggressive short-selling activity.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is currently under the spotlight as market participants debate its ability to reclaim and hold the critical 1,800 level amidst intense algorithmic volatility and speculative pressure. The community is heavily focused on broader legislative catalysts like the Clarity Act and the ongoing rotation of capital as investors weigh Ethereum's role in the evolving machine economy against persistent bear market sentiment.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

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Autodesk (ADSK) Surpasses Market Returns: Some Facts Worth Knowing

In the latest trading session, Autodesk (ADSK) closed at $208.58, marking a +1.23% move from the previous day.

Here's Why Autodesk (ADSK) is a Strong Growth Stock

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

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FIG vs. ADSK: Which Design SaaS Stock is a Safer Bet in the AI Era?

Figma and Autodesk are racing to embed AI into design software. See which company's growth outlook, margins and valuation stand out.

Is Autodesk (ADSK) One of the Best Big Tech Stocks to Buy According to Wall Street Analysts?

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MaintainX Acquisition to Bolster Autodesk, Inc. (ADSK) Prospects as One of the Best  Falling Stocks to Invest In

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APPS or ADSK: Which Is the Better Value Stock Right Now?

APPS vs. ADSK: Which Stock Is the Better Value Option?

What's Going On With Autodesk Stock Friday?

ADSK stock ticks higher premarket after a 7% plunge. With shares hovering near 52-week lows, is Autodesk sizing up a key technical rebound?read more...

Autodesk (ADSK) Teams Up With A Cloud Giant To Unlock New Opportunities

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Is Autodesk, Inc. (ADSK) A Good Stock To Buy Now?

Is Autodesk, Inc. (ADSK) A Good Stock To Buy Now...

Autodesk, Inc. engages in the design of software and services. Its products include AutoCAD, BIM Collaborate Pro, Revit, Civil 3D, Fusion 360, InfraWorks, Inventor, Maya, PlanGrid, Revit, Shotgun, and 3ds Max. The firm also offers product development and manufacturing software, which provides manufacturers in the automotive, transportation, industrial machinery, consumer products, and building product industries with digital design, engineering, and production solutions. It is also involved in digital media and entertainment, which consists of tools for digital sculpting, modeling, animation, effects, rendering, and compositing for design visualization, visual effects, and games production. The company was founded by John Walker in April 1982 and is headquartered in San Francisco, CA.

Autodesk Inc.

'Big Short' Investor Michael Burry Initiates PYPL Position At $49 — And Says Software Selloff Was Not A TACO Trade

Equity

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$3.12	--	--	N/A
Q1 '26	$2.84	$2.99	5.15%	BEAT
Q4 '25	$2.64	$2.85	7.81%	BEAT
Q3 '25	$2.50	$2.67	6.88%	BEAT
Q2 '25	$2.45	$2.62	6.92%	BEAT

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