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The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's shares are surging following reports that activist investor Nelson Peltz and his firm, Trian Partners, are preparing a potential take-private bid. The community is actively debating the likelihood of a buyout, with many investors holding for a premium price and speculating on a potential short squeeze given the significant short interest.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging as traders react to a blowout earnings report featuring a massive backlog and aggressive forward revenue guidance that has forced analysts to scramble with upward price target revisions. The community is actively debating the stock's potential for a major short squeeze, with many investors arguing that the current valuation is a significant disconnect from the company's fundamental growth in the AI infrastructure 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 digest record quarterly revenue growth and formal guidance following the acquisition of Northern Data. The community is heavily focused on the company's strategic pivot into AI infrastructure and compute capacity, leading to intense debates over the potential for a significant short squeeze.

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 cheer a massive earnings beat fueled by explosive revenue growth and strong demand for its AI cloud infrastructure. The stock has become a focal point for a potential short squeeze, with the community actively celebrating the rally as a blow to bearish positions held by high-profile investors.

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 the 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

SpaceX is experiencing a massive surge as institutional buying interest intensifies, with investors cheering significant revenue growth projections and strong support from major sovereign wealth funds. While the community remains fiercely divided between bullish sentiment regarding the company's long-term dominance in space and AI, and bearish skepticism over its valuation and capital-intensive spending, momentum continues to squeeze short positions.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors react to the company's progress toward a BLA submission for its prostate cancer therapy, highlighted by institutional accumulation and the recent appointment of a new Chief Commercial Officer. The community remains focused on the potential for robust clinical data to drive a revaluation, while active discussions center on the company's strong institutional backing and the anticipation of upcoming conference presentations.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is trending as investors weigh recent double-beat earnings against ongoing sector-wide volatility and concerns over production scaling. While the community is actively debating the company's valuation relative to space industry peers and its long-term growth potential in defense and lunar missions, sentiment remains split between those focused on the robust contract backlog and those frustrated by lackluster share price performance.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending as investors react to strong quarterly earnings that showcased massive year-over-year growth and positive guidance, validating the company's role as a key supplier in the expanding AI optical infrastructure market. The community is actively discussing the stock's high volatility and debating whether recent price movements present a sustainable growth trend or a short-term opportunity following its impressive sector performance.

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

AppLovin shares remain under heavy pressure as traders debate whether the recent sharp sell-off is a fundamental breakdown or a temporary valuation reset following earnings. While some investors are aggressively accumulating shares, viewing the pullback as a generational buying opportunity due to strong fundamentals, others are worried about technical damage and further downside as analysts lower price targets.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech100 is drawing significant community attention as investors debate its valuation relative to NAV, driven by speculation over potential upside from upcoming IPOs for holdings like Anthropic and OpenAI. The discussion is heavily polarized, with many users focused on the stock's recent volatility and the potential impact of its undisclosed portfolio updates.

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The Baldwin Insurance Group (BWIN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for The Baldwin Insurance Group (BWIN) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

The Baldwin Insurance Group (BWIN) Q2 Earnings and Revenues Beat Estimates

The Baldwin Insurance Group (BWIN) delivered earnings and revenue surprises of +4.35% and +0.11%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The Baldwin Group Announces Second Quarter 2026 Results

The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (Baldwin or the Company) (NASDAQ: BWIN), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of personal and commercial clients, today announced its results for the second quarter...

The Baldwin Group Q2 2026 Market Pulse: Property Pricing Relief Creates New Flexibility as Casualty Risks Persist

The Baldwin Group (Baldwin or the Company) (NASDAQ: BWIN), a leading independent insurance brokerage and advisory firm, today released its Q2 2026 Market Pulse Report, finding that continued declines in commercial property pricing are creating greater flexibility for insurance buyers. At the same...

The Baldwin Insurance Group (BWIN)'s Technical Outlook is Bright After Key Golden Cross

Is it a good or bad thing when a stock experiences a golden cross technical event?

The Baldwin Insurance Group (BWIN) Earnings Expected to Grow: Should You Buy?

The Baldwin Insurance Group (BWIN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The Baldwin Group to Report Second Quarter 2026 Results on Thursday, July 30, 2026

The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (Baldwin or the Company) (NASDAQ: BWIN) and its affiliates, an independent insurance distribution firm delivering tailored insurance solutions to a wide range of personal and commercial clients, announced today that it will...

The Baldwin Insurance Group (BWIN) Moves 16.8% Higher: Will This Strength Last?

The Baldwin Insurance Group (BWIN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

The Baldwin Group to Participate in the 46th Annual William Blair Growth Stock Conference

The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (Company) (NASDAQ: BWIN) and its affiliates, today announced that Trevor Baldwin, Chief Executive Officer, and Brad Hale, Chief Financial Officer, will be presenting at the William Blair Growth Stock Conference on Wednesday...

D&O Insurance Market Continues to Stabilize as Premiums Moderate, Finds The Baldwin Group and Nasdaq Study

The Baldwin Group ('Baldwin' or the Company) (NASDAQ: BWIN), a leading independent insurance brokerage and advisory firm, in collaboration with Nasdaq, today released its fifth annual 2026 Directors...

$BWIN Q2 '26 Earnings Results & Recap

The Baldwin Insurance Group reported total revenues of $492.9 million for the three months ended June 30, 2026, with a net loss attributable to The Baldwin Insurance Group of $39.0 million.

Baldwin Insurance Group, Inc. engages in the provision of insurance services. It operates through the following segments: Insurance Advisory Solutions, Underwriting, Capacity & Technology Solutions, and Mainstreet Insurance Solutions. The Insurance Advisory Solutions segment provides private risk management, commercial risk management, and employee benefits solutions for mid-to-large size businesses and high net worth individuals and families. The Underwriting, Capacity & Technology Solutions segment represents a wholesale co-brokerage platform that delivers specialty insurers, professionals, individuals, and niche industry businesses expanded access to exclusive specialty markets, capabilities, and programs requiring complex underwriting and placement. The Mainstreet segment offers personal insurance, commercial insurance, and life and health solutions to individuals and businesses in their communities. The Medicare segment provides consultation for government assistance programs and solutions, including traditional Medicare and Medicare Advantage, to seniors and Medicare-eligible individuals through a network of agents. The company was founded by Elizabeth H. Krystyn, Laura R. Sherman, and Lowry L. Baldwin in 2011 and is headquartered in Tampa, FL.

Baldwin Insurance Group Inc. (The) - Ordinary Shares - Class A

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.43	--	--	N/A
Q2 '26	$0.47	$0.48	1.95%	BEAT
Q1 '26	$0.63	$0.63	0.24%	BEAT
Q4 '25	$0.29	$0.31	7.54%	BEAT
Q3 '25	$0.30	$0.31	3.15%	BEAT

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