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Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk Corp (SNDK) is experiencing a sharp sell-off as traders engage in broad sector de-risking and profit-taking across AI and semiconductor-related stocks. The community remains deeply divided, with many debating whether this is a temporary consolidation driven by positioning and liquidity unwinds or the beginning of a larger bubble correction for memory-focused names.

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 is trending as the community debates the implications of the company reportedly planning to monetize excess AI compute capacity. Traders are split between viewing this as a bullish revenue diversification strategy and a potential signal of AI infrastructure overbuild, leading to heightened volatility across related semiconductor and cloud-infrastructure stocks.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

Lumen Technologies is experiencing significant volatility and heavy trading volume as investors react to a combination of mixed financial results, a strategic $475 million acquisition of Alkira, and the ongoing shift toward AI-driven infrastructure. The community is actively debating the company's long-term potential as a data center connectivity provider, with many bulls highlighting institutional accumulation and potential for a breakout, while others express frustration over management communication, the impact of debt management, and the slow pace of revenue growth inflection.

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 investor interest due to its merger with Agility Robotics, which the community views as a leading pure-play opportunity in the emerging humanoid robotics sector. Investors are particularly focused on the company's high-profile strategic backers and its potential for U.S.-based mass production to disrupt industrial labor markets.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing intense investor backlash driven by a massive stock grant for its co-CEOs and ongoing concerns over high dilution, leading to a sharp selloff. Despite the negativity, some community members view the current price level as a potential bottom and remain focused on the company's long-term infrastructure and power-scaling thesis.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is seeing intense bullish momentum as investors anticipate imminent clinical data on its phase 3 trial, with the community actively discussing a potential short squeeze and M&A speculation heading into a long weekend. The conversation is dominated by high-conviction retail holders who view current volatility as a strategic accumulation opportunity while mocking short sellers for their precarious positioning ahead of expected company news.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is experiencing a volatile sell-off despite reporting stronger-than-expected Q2 delivery numbers, as traders pivot to a "sell the news" strategy and express skepticism regarding long-term margins and valuation. The community is deeply polarized, with bulls viewing the pullback as a buying opportunity based on upcoming product catalysts, while bears point to technical weakness, broader market rotation, and ongoing debate over the company's fundamental status as an automaker versus an AI platform.

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 currently experiencing significant volatility and retail frustration as shareholders debate whether the stock is a long-term quantum infrastructure play being suppressed by institutional manipulation or a failing 'pump-and-dump' scheme following recent analyst upgrades and insider selling. Despite active community discussion regarding government contracts and technical potential, the price action remains range-bound, leading to a polarized battle between those advocating for long-term accumulation and others pointing to negative price momentum as a signal to exit.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

Sezzle is seeing intense community debate as the stock navigates recent volatility, with bulls highlighting the company's strong fundamentals and potential for a short squeeze, while bears point toward governance concerns and recent leadership departures. Investors remain hyper-focused on upcoming earnings and growth prospects, with many watching for potential momentum shifts to trigger a recovery toward previous highs.

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 trending as investors debate the potential for a short squeeze amid high short interest, while others point to the company's recent AI Breakthrough Award and expansion into telecom and energy sectors as long-term catalysts. Community sentiment remains polarized, with bulls tracking technical setups and potential institutional buying, while bears criticize the stock's recent price performance and management's communication strategy.

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Argosy Minerals Ltd. develops and produces lithium, base metals, graphite, and related minerals. Its projects include Rincon Lithium in Argentina and Tonopah Lithium in USA. The company was founded on December 17, 1985 and is headquartered in Perth, Australia.

Argosy Minerals Ltd

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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