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Groupon, Inc. engages in the global scaled two-sided marketplace that connects consumers to merchants. It operates through the North America and International geographical segments. The company was founded by Andrew D. Mason, Eric Paul Lefkofsky, and Bradley A. Keywell in October 2008 and is headquartered in Chicago, IL.

Groupon Inc

Groupon is experiencing heightened social media engagement driven by persistent short squeeze speculation, as traders monitor its massive short interest and institutional ownership relative to a tightening float. Investors are debating the efficacy of the company's AI-native turnaround strategy and share buyback programs, while closely watching for volume-driven breakouts above key resistance levels.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeed is drawing significant investor interest driven by a strategic partnership with LITEON to develop 800V power solutions for AI data centers, paired with intense community focus on its high short interest. The stock remains a major talking point as traders debate whether it can overcome recent financial volatility and supply chain hurdles to capitalize on surging demand for silicon carbide technology.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is seeing active investor focus as the company balances strong institutional backing with uncertainty surrounding the transition away from TDAPA reimbursement. Community sentiment remains split between optimism for DefenCath's potential as a standard of care and frustration over management communication, clinical trial updates, and the impact of the recent commercial leadership changes.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

Trulieve Cannabis Corp is currently trending as it makes history as the first major U.S. cannabis company to list on the NYSE, a move investors are watching closely as it signifies a potential shift toward institutional legitimacy and improved access to capital markets. Community sentiment is mixed but largely optimistic, with active discussions focused on the company's medical-only business model, its strategic separation from adult-use assets to facilitate the uplisting, and whether this milestone will catalyze a broader re-rating of the sector as federal rescheduling progresses.

iShares Bitcoin Trust ETF (The) - iShares Bitcoin Trust Beneficial Interest

iShares Bitcoin ETF

IBIT is trending as investors closely monitor Bitcoin's price consolidation near the 200-day moving average and ongoing institutional asset flows. The community is actively debating the impact of new Bitcoin yield products, regulatory developments like the Clarity Act, and broader macroeconomic factors influencing the digital asset sector.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors focus on the company's transformation into an AI infrastructure player following its acquisition of Northern Data and the integration of its 'Quake AI' division. The community is heavily focused on the stock's high short interest, the potential for a massive short squeeze, and the anticipation of formal revenue guidance during upcoming earnings.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is attracting intense community interest as investors weigh its next-gen silicon-anode battery performance against broader sector volatility and heavy short interest. While some stakeholders express frustration over the lack of near-term PR and recent price pullbacks, active traders are closely monitoring key support levels and institutional accumulation in anticipation of an upcoming earnings catalyst.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical is generating significant momentum and investor interest as the community prepares for the upcoming AHNS podium presentation, where new clinical data regarding the combination of Alpha DaRT with Keytruda will be unveiled. Investors are highly optimistic about the company's platform potential, citing consistent trial results and growing institutional attention as key drivers for a potential breakthrough.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is capturing significant investor attention as shares trade with high volume and institutional accumulation, with the community closely tracking its pivot toward agentic AI and enterprise automation. Many market participants are monitoring technical resistance levels and potential short interest, betting that the company's shift toward recurring revenue and AI-driven growth will force a sustained re-rating.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is rallying sharply after delivering strong quarterly results that exceeded revenue and earnings expectations, driven by surging demand for its indium phosphide substrates in AI-focused optical networking. The company also secured long-term supply agreements that have fueled community optimism and intensified discussions around a potential short squeeze, as investors increasingly view these critical semiconductor materials as a key bottleneck in AI infrastructure.

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Pharma Bro Shkreli Bets Against AAOI — ‘Commodity Bottleneck Doesn’t Make A Great Company’

Equity

In a post on X, the former hedge-fund manager and well-known short seller wrote that he is “shorting $AAOI on the pop,” adding that “one year of bottleneck on a commodity product does not make a great company.”


SpaceX Lockup Expiry: Morgan Stanley Believes ‘Largely Unchanged’ Fundamentals Create Attractive Entry Point At Current Levels

Morgan Stanley said that while many investors expect SpaceX shares to fall to $100 as IPO lock-up restrictions expire, such a valuation would imply little or no value for the company’s AI business.

Morgan Stanley's Adam Jonas Says SPCX Will Need To Raise About $700B In Debt To Achieve Its $22.7 Trillion TAM Ambitions 

During an interview with CNBC, Jonas said that while SpaceX’s recent cloud compute deals are placeholders, it could face growing competition in the future.

Beyond Mag 7: MANGOS or Big-10 ETFs Will Likely Rule Ahead 

Wall Street's AI trade is expanding beyond the Mag-7. Discover emergent players and the ETFs best positioned to benefit.

SPCX Stock Sees Record Retail Frenzy — SpaceX Logs Over $400M Inflows In First Week Post-IPO, Says Vanda Research

Despite surging retail interest, SpaceX shares have tumbled more than 25% over a three-day skid, testing the resolve of retail investors as the aerospace giant navigates valuation concerns and its first-ever bond sale.

SPCX’s Inaugural Bond Offering Attracts Over 3x More Demand Than Its Outstanding Long-Term Debt: Report

According to a Bloomberg report, SpaceX has drawn demand worth about $89 billion for its first bond offering.

Gary Black Questions SpaceX Valuation After $650B Selloff Since Peak: ‘The Math Doesn’t Math’ Compared With Nvidia

Black argued that investors are paying too high a premium for SPCX relative to its expected growth prospects.

SPCX Launches Bond Offering To Repay Existing Loans, Reports Over $100B In Cash And Cash Equivalents

Fitch Ratings assigned a BBB+ rating to SpaceX's proposed senior unsecured notes, while Moody's assigned a Baa1 rating with a stable outlook.

Yann LeCun Calls Elon Musk’s xAI ‘Kind Of A Failure’ – Casts Doubt On Ability to Compete Against OpenAI, Anthropic

According to a CNBC report, LeCun said the manner of departure of key members of xAI has made it increasingly difficult for the company to attract top talent.

Paul Krugman Compares SpaceX To Trump Crypto Trade, Says Winners May Be Those Who Exit Before The 'Bottom Inevitably Falls Out'

Krugman said SpaceX has become a bet on Musk's ability to keep generating excitement around futuristic projects.

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Bearish 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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