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POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

An industry observers reported identification of a POET optical engine at Foxconns Hon Hai Tech Day has traders debating whether it signals renewed progress in the existing FIT collaboration. Bulls see it as third-party validation, while skeptics say a demo or ecosystem display does not confirm production shipments, purchase orders, or a new company announcement.

OFFICIAL TRUMP (TRUMP) is a cryptocurrency and operates on the Solana platform. OFFICIAL TRUMP has a current supply of 999,998,809.831273 with 281,866,746.118905 in circulation. The last known price of OFFICIAL TRUMP is 1.73532194 USD and is up 9.97 over the last 24 hours. It is currently trading on 744 active market(s) with $259,407,006.57 traded over the last 24 hours. More information can be found at https://gettrumpmemes.com/.

Trump For President

A rebound in the TRUMP meme coin has prompted speculative calls for a pump or short squeeze, while the dominant discussion remains bearish: traders call it a pump-and-dump and point to steep losses among holders. Some remain bullish or say they are accumulating, but no specific confirmed catalyst for the move is apparent.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLakes pending FDA decision on whether to accept its sonelokimab application for hidradenitis suppurativaand the review timeline, including possible priority reviewis the main focus. Traders are divided between optimism about the drug and regulatory progress and concern about approval risk, weak share performance, and the costs of commercializing without a partner or buyout.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

AXSM is drawing attention ahead of its Q3 results, with investors focused on Auvelitys growthespecially uptake for Alzheimers agitationand whether sales can support a path to profitability. The sharp share-price decline and managements limited recent commentary have intensified the debate: bulls say prescriptions may be understated by sampling and long-term-care channels, while skeptics question the pace of adoption, spending and commercial execution.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A breakout to fresh 52-week highs ahead of expected Q3 results has put TGTX in focus, with traders watching BRIUMVIs sales momentum and guidance. Buyout and short-squeeze theories are also circulating, but remain speculation rather than confirmed catalysts.

Regeneron Pharmaceuticals, Inc. is a biotechnology company, which engages in the discovery, invention, development, manufacture, and commercialization of medicines. Its product portfolio includes the following brands: Dupixent, Evkeeza, Eylea, Inmazeb, and Kevzara. The firm accelerates the traditional drug development process through its proprietary VelociSuite technologies such as VelocImmune, which uses unique genetically humanized mice to produce optimized fully human antibodies and bispecific antibodies. The company was founded by Alferd G. Gilman, Leonard S. Schleifer, George Damis Yancopoulos, and Eric M. Shooter on January 8, 1988, and is headquartered in Tarrytown, NY.

Regeneron Pharmaceuticals, Inc.

Regenerons strong third-quarter results, which beat expectations on growth led by Dupixent and Eylea HD, have driven a sharp share-price breakout. Traders are largely celebrating the report and bullish options activity, while some note that declining legacy Eylea sales remain a risk to watch.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

OUST is drawing attention amid a sharp, volatile pullback that traders link to weakness in growth and AI stocks, with Q3 earnings expectations adding uncertainty. The community is split between buying the dip on Ousters lidar and Physical AI opportunity and warning that shares could fall further.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins sharp, sustained selloff is the dominant topic, with traders debating whether broader tech weakness, concerns about ad-market growth and analyst downgrades are weighing on the stock ahead of earnings. Bulls view the decline as disconnected from the companys growth and profitability, while bears worry about further downside and a weak earnings reaction.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVAs stronger-than-expected quarterly results, including solid same-store sales and guest-traffic growth, fueled a sharp rebound and revived discussion of its store-expansion runway. Bulls see continued growth potential, while skeptics point to the stocks high valuation and pressure on restaurant spending.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include core, cognitive adjacencies, and cognitive networks. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

A sharp pullback after a strong run is driving discussion, with traders weighing profit-taking and broader weakness in AI-infrastructure stocks against the upcoming earnings report. Bulls see the decline as a buying opportunity given Aristas role in AI data-center networking, while others worry about further downside and whether spending expectations are too high.

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Broad Capital Acquisition Corp. is a blank check company, which engages in the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded on April 16, 2021 and is headquartered in Dallas, TX.

Broad Capital Acquisition Corp

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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