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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 is facing intense volatility as the community debates whether the recent earnings miss and subsequent sell-off represent a fundamental breakdown in the company's growth story or an overreaction that offers a long-term entry point. Investors are actively discussing the impact of inventory rebalancing and SKU optimization, with many remaining divided on whether the stock will face further downward pressure or stabilize as management navigates a transition to a more diversified portfolio.

Iovance Biotherapeutics, Inc. is a biopharmaceutical company, which engages in the development and commercialization of cell therapies as novel cancer immunotherapy products. Its lead product candidate, LN-144 for metastatic melanoma, is an autologous adoptive cell therapy utilizing tumor-infiltrating lymphocytes (TIL), which are T cells derived from patients' tumors. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance Biotherapeutics is trending following a record-breaking second-quarter earnings report, which highlighted significant revenue growth and improved margins that have fueled community optimism. Investors are actively discussing the company's strong commercial execution, potential for upward guidance revisions, and the momentum surrounding its oncology platform, all of which have energized long-term supporters and intensified pressure on short positions.

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 volatility and negative investor sentiment heading into its earnings report, driven by persistent selling pressure and ongoing community comparisons to better-performing ad-tech peers. Shareholders are closely watching for signs of growth or a potential strategic pivot, while short-interest levels and the stock's recent underperformance relative to the broader market remain central points of debate.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is facing extreme volatility as investors react to a slight revenue miss and softer-than-expected guidance, sparking a heated debate about whether the sell-off is a massive overreaction to a solid growth story or a justified correction for a premium-priced stock. The community is sharply divided, with some investors aggressively buying the dip on the belief that strong cash flow and cleared SEC inquiries make the stock undervalued, while others warn that slowing momentum in ad-tech models justifies the repricing.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending as investors focus on the upcoming earnings call, specifically seeking clarity on the clinical status of the proprietary COVID-19-Influenza Combination vaccine and the commercial trajectory of the Matrix-M adjuvant platform. Community discussion is polarized between frustration over the lack of near-term partnership announcements and bullish conviction in the long-term value of the company's vaccine technology.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is experiencing heightened volatility following a major lockup expiration, with the community actively debating whether the stock's resilience against selloff pressure signals a bottom or if institutional selling will continue to dampen the rally. Investors remain polarized, with many analyzing the long-term potential of the company's AI infrastructure and space projects versus the immediate risks posed by ongoing share dilution.

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 following a strong earnings report that featured record revenue growth and raised guidance, fueling intense community discussion about a potential short squeeze. Investors are closely monitoring the stock's high short interest and institutional accumulation, with many debating the sustainability of the rally against broader market volatility and institutional selling pressure.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is experiencing high volatility as investors weigh the company's aggressive expansion strategy and strong same-store sales growth against concerns regarding elevated valuations and margin pressure from rising operating costs. The community is actively debating the stock's long-term growth potential versus its high price-to-earnings multiple, with many traders closely monitoring post-earnings price action for signs of a sustained breakout.

Oscar Health, Inc. is a healthcare insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is surging toward 52-week highs following strong institutional inflows and positive analyst upgrades that highlight its successful execution in the ACA marketplace. The community is actively discussing the stock's impressive momentum and the potential for a continued run as investors rotate into high-growth healthcare names.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon is experiencing a significant pullback following a period of intense volatility and insider selling, leaving the community divided between those who believe the long-term growth story remains intact and those frustrated by the company's high valuation and dilution. Investors are actively debating whether this decline represents a buying opportunity for a high-quality compounder or a continued correction for an overextended software name.

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Aeon Acquisition I Corp. operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on August 1, 2025 and is headquartered in Miami, FL.

Aeon Acquisition I Corp - Units (1 Ord Class A , 1 War & 1 Rts)

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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