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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 facing extreme selling pressure as investors react to a significant earnings miss, weak forward guidance, and a major leadership overhaul. The community remains deeply divided, with some investors liquidating positions due to deteriorating growth and lack of management confidence, while others are attempting to bottom-fish the stock as a potential deep-value turnaround play.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is surging as investors react to reports of a potential U.S. ban on Chinese-made optical transceivers, fueling expectations that domestic suppliers will capture increased market share for AI data center infrastructure. The community is actively debating the stock's volatility and supply chain capacity ahead of upcoming earnings, with many focusing on whether management can successfully ramp manufacturing to meet high-speed network demand.

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 discussion following a strong earnings beat and upward guidance revision, with investors debating whether the stock's valuation is justified given its rapid growth or if a downside correction is imminent. Bulls are aggressively buying the dips, citing fundamental strength and share buybacks, while bears remain focused on high valuation multiples and potential risks.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata is currently the subject of intense debate as investors react to an unexpected $300 million shelf offering, which has sparked fears of share dilution despite the company's strong cash position and bullish earnings report. Community sentiment is deeply divided between long-term bulls who trust management's execution in the AI data space and technical traders who are bracing for further short-term downside volatility.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is facing significant volatility as investors weigh disappointing revenue figures against the companys maintained full-year guidance and rapid growth in its new prediction market segment. The community remains deeply divided, with vocal bears highlighting high competition and a declining trend, while bulls view the pullback as a buying opportunity ahead of the upcoming football season.

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

SPCX is seeing high volatility and significant trading volume as market participants debate the impact of the latest share lockup expiration, with many investors currently digesting whether this milestone marks a true price floor or a setup for further downside. The community remains sharply divided, with bulls pointing to strong institutional absorption and long-term infrastructure potential as reasons for optimism, while bears continue to highlight concerns over valuation, dilution, and the potential for a delayed sell-off.

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 after reporting record quarterly revenue that significantly beat expectations, alongside strong growth in its Amtagvi commercial launch and positive clinical signals for its lung cancer pipeline. This blowout quarter, coupled with an expanded authorized treatment center network and improving gross margins, has fueled strong investor sentiment and aggressive short-covering momentum as the community looks forward to upcoming guidance updates and key clinical catalysts.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Investors are actively debating potential short squeeze mechanics for Wendy's ahead of quarterly earnings, driven by a high short interest and institutional ownership that limits the available float. Community discussions are heavily focused on the company's international expansion efforts and persistent rumors of a potential private buyout as key catalysts that could force short sellers to cover their positions.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar is experiencing significant investor attention following policy shifts, including potential Section 232 tariff updates and domestic manufacturing incentives that favor its U.S.-based production model. The community is closely debating the balance between these policy tailwinds and execution risks, while closely tracking institutional accumulation patterns and key technical support levels amid broader solar sector volatility.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

Serve Robotics is trending due to significant investor anxiety following a downward revision of its 2026 revenue guidance and ongoing concerns over the company's fiscal losses. While some market participants are betting on a potential short squeeze or future buyout, others are focused on the stock's recent volatility and its struggle to maintain key support levels.

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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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