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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 is surging as investors react to reports of a new cloud initiative to monetize excess AI compute capacity, shifting sentiment from concerns over runaway capital expenditure toward potential revenue-generating optionality. The community is actively debating whether this signals a strategic pivot into a viable hyperscaler-style business model or reflects underlying inefficiency and overbuilding in the company's AI infrastructure.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing sharp volatility as investors digest reports of potential excess compute capacity in the AI ecosystem and broader sector rotation, leading to a significant pullback from recent highs. While some market participants are expressing concern over high-level valuation and short-term news catalysts, a vocal segment of the community remains focused on strong long-term fundamentals, persistent memory shortages, and strategic supply agreements as reasons to treat the decline as an accumulation opportunity.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is trending as retail traders target the stock for a potential short squeeze, citing its significantly small float and high short interest as key drivers for volatility. The community is actively comparing the setup to past high-profile squeeze plays, fueling intense debate over whether the company's turnaround plan and debt refinancing efforts will fuel a rally or if the bearish sentiment will prevail.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellation Energy is experiencing significant volatility driven by institutional interest in nuclear power as a long-term solution to AI-driven electricity demands. While the stock has faced downward pressure from a secondary share offering and sector-wide de-risking, community sentiment remains largely bullish, focusing on its massive nuclear fleet, recent long-term power agreements, and its critical role in the expanding AI infrastructure bottleneck.

Roundhill ETF Trust - Roundhill Memory ETF

DRAM is experiencing high volatility as investors weigh the structural memory supercycle against concerns about cyclical supply gluts and international regulatory headwinds. The community remains sharply divided, with bulls pointing to robust demand from AI hyperscalers and upcoming SK Hynix listings as catalysts for a rebound, while bears warn of potential demand destruction and the risks of a crowded, speculative trade.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc Health is trending as the community debates its long-term potential as a digital healthcare infrastructure leader, following a strategic partnership with Walmart to integrate virtual services into the retailer's platform. Investors are closely monitoring high short interest and institutional accumulation, with many discussing the stock's potential for a major rerating if management successfully navigates its ongoing turnaround and margin expansion efforts.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is trending as investors weigh its pivot toward high-performance AI data center infrastructure against its legacy Bitcoin mining operations. Community sentiment is deeply divided between long-term bulls encouraged by potential hyperscaler partnerships and infrastructure scaling, and skeptical traders voicing concerns over stock dilution and price volatility.

Direxion Shares ETF Trust - Direxion Daily MSCI South Korea Bull 3X ETF

Direxion Daily South Korea Bull 3X Shares

KORU is trending as retail and institutional investors navigate extreme volatility driven by Samsung union strike threats and aggressive rebalancing by the South Korean National Pension Service. The community is actively debating whether these sharp pullbacks represent a structural end to the memory chip rally or merely an artificial discount buying opportunity for a sector expected to face supply shortages through 2028.

The Ondo Foundation was founded in 2022 as an independently governed and nonprofit Cayman Islands Foundation Company with no beneficial owners. The Ondo Foundation assisted in the launch of the Ondo DAO, which deployed and currently governs Flux Finance, the first lending protocol supporting tokenized securities as collateral.  ONDO token holders are entrusted with shaping the future of the Ondo DAO so that it continues to pursue its mission to democratize access to institutional-grade finance. The Ondo DAO gives ONDO holders specific rights pertaining to Flux Finance, which is currently governed by the Ondo DAO.

Ondo

Ondo is trending as investors focus on its leading role in the real-world asset (RWA) tokenization sector and potential institutional tailwinds from upcoming regulatory developments. While some community members express frustration over price volatility and the status of governance proposals, many are actively accumulating tokens in anticipation of long-term adoption and broader market growth.

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 heightened community interest driven by high short interest and technical setups that many retail investors believe could trigger a significant short squeeze. Market participants are actively discussing the stock's potential for a reversal while closely monitoring enterprise adoption, upcoming earnings, and potential acquisition speculation as key catalysts for future price momentum.

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SpaceX Will Be 'Largest, Most Profitable Company On The Planet,' Says Veteran Elon Musk Bull Whose Funds Trail US Markets

Equity

 Veteran investor Ron Baron is increasing his exposure to SpaceX ahead of its highly anticipated IPO.


Baron Capital Enterprise, Inc. engages in exploring new business opportunities in the financial services sector. It focuses on the establishment of an offshore broker-dealer subsidiary to engage in proprietary trading and manage strategic investments and transactions within the U.S. OTC market. The company was founded on July 22, 1991 and is headquartered in Miami, FL.

Baron Capital Enterprise Inc

Bullish 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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