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Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is currently trending as investors weigh strong earnings and advertising growth against ongoing concerns regarding insider selling and a series of active legal challenges. While some community members remain optimistic about future monetization and the potential of AR smartglasses, others are expressing significant frustration over consistent share dilution and the company's long-term leadership.

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 trending as investors anticipate the final 80th event in the REGAL Phase 3 trial, which remains a key binary catalyst for the company. The community is heavily focused on the extended survival of patients in the trial, institutional accumulation, and ongoing speculation regarding potential partnership or acquisition interest in the oncology platform.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is seeing significant attention as investors react to reports of a potential high-valuation IPO for its AI chip subsidiary, Kunlunxin, while the community remains divided over whether to capitalize on this AI growth catalyst or exit positions amid ongoing concerns regarding Chinese tech sector regulations and performance. Investors are actively debating the stock's long-term potential as an undervalued AI and cloud infrastructure play versus its historical status as a volatile value trap.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors actively discuss a high-stakes short squeeze, with bullish sentiment fueled by strong earnings and institutional backing clashing against skepticism regarding its valuation and capital-intensive business model. Community discourse is heavily focused on the ongoing battle between retail bulls and notable short sellers, with many anticipating volatility ahead of upcoming regulatory hearings.

EyePoint, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapeutics that treat eye disorders. It offers FDA-approved sustained-release treatments in ophthalmology under the DEXYCU, ILUVIEN, Verisome, Retisert, and Durasert brands. The company was founded in 1987 and is headquartered in Watertown, MA.

EyePoint Inc.

EyePoint Pharmaceuticals Inc

EyePoint Pharmaceuticals is seeing heightened investor activity as the community closely monitors the company's progress with DURAVYU and its pivotal Phase 3 trials in retinal disease. Discussions are heavily focused on the competitive landscape within the wet AMD market, with community members actively debating institutional ownership levels, potential trial outcomes, and the broader clinical milestones that could trigger a significant re-rating of the stock.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Market participants are fixated on the impending expiration of the U.S.-Iran memorandum of understanding, fueling volatility and debates over geopolitical risk. While some traders remain skeptical of a genuine peace deal, bullish sentiment persists as investors look past these tensions, prioritizing AI-driven growth and favorable market technicals.

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is currently trading sideways, sparking intense community debate as bears anticipate further downside toward historical support levels while bulls remain focused on accumulation strategies. Market participants are closely watching for potential catalysts like broader crypto regulatory developments and institutional trends, with many investors debating whether to hold through the volatility or wait for lower entry points.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending due to a surge in cybersecurity demand driven by AI-related threats, with community members actively discussing a wave of analyst price target upgrades following recent earnings reports. While some traders are expressing caution regarding the stock's valuation after a period of intense volatility, others are focused on its position as a key beneficiary of the long-term AI-driven cybersecurity super-cycle.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is trending as investors weigh its deep undervaluation relative to peers like CrowdStrike and Palo Alto Networks against a backdrop of increasing institutional interest and potential acquisition speculation. The community is actively debating the company's growth prospects, its strategic technology partnerships, and its potential as a buyout target within the cybersecurity consolidation cycle.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is surging as investors pivot toward cybersecurity platforms, driven by renewed enterprise demand for AI-readiness and a growing consensus that AI-driven threats are accelerating the need for robust digital defense. Analysts are actively raising price targets, highlighting the company's strong recurring revenue momentum and strategic expansion into AI-native security as key reasons for continued institutional accumulation.

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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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