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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 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 experiencing significant volatility as market participants debate the stock's massive valuation and its status as a high-profile IPO. The community is sharply divided, with many retail investors expressing concerns over a potential "rug pull" and long-term downside, while others view the pullback as a buying opportunity.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending as retail investors react to a combination of workforce restructuring, record-breaking trading volumes, and bullish anticipation for new revenue streams like AI-driven trading tools and prediction markets. Community members are actively debating the stock's potential for a breakout, with many focusing on the impact of increased platform engagement during major sporting and market events.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as investors monitor a high-stakes legal dispute with its partner, Nippon Shinyaku, ahead of a crucial August FDA decision for its Duchenne muscular dystrophy therapy, Deramiocel. The community is actively debating the impact of this litigation on commercialization rights while expressing optimism that strong clinical trial data will ultimately drive an approval and significant upside.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi LLC is experiencing heightened trading volume and volatility as investors speculate on potential data center tenant agreements amid ongoing boardroom leadership conflicts. Community sentiment remains polarized, with some traders optimistic about the company's energy infrastructure assets while others are wary of the persistent management drama and the lack of confirmed commercial contracts.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing intensified selling pressure as investors react to a formal shareholder lawsuit alleging undisclosed Azure growth slowdowns and ongoing concerns regarding the high capital expenditure required for AI infrastructure. The community is actively debating the stock's performance relative to other tech leaders, with many traders frustrated by the persistent daily downward price action and questioning the long-term ROI of the company's aggressive AI investment strategy.

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 surging as investors react to its official inclusion in the Nasdaq-100 index, a move that guarantees significant passive institutional inflows from index-tracking funds. The stock is being heavily supported by its strong positioning in the AI infrastructure sector, with market participants closely watching its rapid scaling of data center capacity and inference capabilities.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure is seeing significant volatility following the FDA's recent recommendation for a randomized, sham-controlled study for its Huntington's disease therapy, which has sparked intense debate regarding regulatory transparency and the ethics of trial design. The community is actively discussing the potential for a leadership shift at the FDA, the possibility of international regulatory approvals, and whether the stock's valuation has become oversold relative to its cash position.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is facing intense community skepticism and frustration as the stock continues to trade near all-time lows despite sustained revenue generation. Investors are actively debating potential buyout scenarios and the impact of the company's siRNA pipeline while pointing to perceived management incompetence and heavy short interest as primary drivers of recent volatility.

Arqit Quantum, Inc. engages in the provision of cybersecurity services via satellite and terrestrial forms. Its product is QuantumCloud which secures devices with cloud-based quantum encryption. The company was founded by David John Williams and David James Bestwick on April 26, 2021 and is headquartered in London, the United Kingdom.

Arqit Quantum Inc

Arqit Quantum is experiencing significant momentum driven by growing interest in post-quantum cryptography (PQC) and the firm's strategic partnerships with major tech giants, which has intensified speculative interest from retail investors. Community discussions are heavily focused on a potential short squeeze due to the stock's low float and high institutional ownership, with many traders drawing parallels to other parabolic moves in the quantum computing sector.

Keel Infrastructure Corp. engages in building artificial intelligence focused data centers and energy assets. It focuses on infrastructure and energy required to support high-performance computing and artificial intelligence workloads. The company was founded on April 1, 2026 and is headquartered in New York, NY.

Keel Infrastructure Corp.

Keel Infrastructure Corp

Keel Infrastructure Corp is trending as investors aggressively position themselves ahead of anticipated lease announcements for its data center pipeline, fueling significant social media debate over the stock's potential for a major rerating. The community remains divided between long-term bulls highlighting institutional backing and infrastructure potential and skeptics warning about current losses, high short interest, and the stock's struggle to break through key resistance levels.

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Extremely 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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