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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 under intense scrutiny as investors weigh its long-term AI-driven memory demand against market volatility triggered by Samsung's recent earnings report and broader concerns over semiconductor sector rotation. The community remains deeply divided, with many bulls advocating for buying the dip based on strong fundamental backlogs, while others fear a cyclical downturn and potential institutional manipulation.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is experiencing significant momentum driven by a combination of high short interest and emerging optimism surrounding its strategic partnership with Uber and Nuro for robotaxi deployments. Community members are actively debating the potential for a short squeeze as borrow fees remain elevated, while others remain focused on long-term execution risks and the company's efforts to streamline its operations.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending due to a combination of strong Q2 delivery figures that beat expectations and a raised annual production outlook, which has energized the community despite broader market volatility. Investors are actively debating the sustainability of this momentum, specifically focusing on the strategic importance of scaling the R2 crossover and securing long-term capital to support critical infrastructure projects.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is currently trending following a transformative 20-year lease agreement with Anthropic that secures a massive multi-billion dollar revenue stream and validates its shift toward specialized AI infrastructure. While the community is debating whether this news triggered a "sell the news" event or presents a long-term accumulation opportunity, investors remain focused on the company's ability to execute on its massive data center buildout.

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 surging following a strategic expansion of its partnership with Walmart, which integrates virtual urgent care and mental health services directly into the retail giant's platform. The community is actively discussing the potential for a massive short squeeze given the significant number of shares held short and a growing belief that the stock is fundamentally undervalued as an institutional-heavy digital healthcare leader.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group Corp. is trending as the community debates the platform's role in political discourse and recent volatility, specifically focusing on the intersection of the company's valuation, broader economic policy, and ongoing controversies involving political figures. Investors and detractors alike are actively discussing the stock's future, often blending market speculation with heated debates over fiscal policies and leadership decisions.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera Biologics is trending as institutional investors and the community closely monitor a series of board appointments, including a new director with significant late-stage clinical and commercialization experience, which is widely interpreted as a strategic move ahead of upcoming Phase 2 trial results. The stock is seeing heightened volume and bullish sentiment, with many observers pointing to the company's RepSeq data layer and recent partnership developments as key drivers for long-term growth as the firm pivots toward more intensive internal drug development.

Greenwich LifeSciences, Inc. engages in the development of a breast cancer immunotherapy designed to prevent the recurrence of breast cancer following surgery. The company was founded by Eric Rothe on August 29, 2006 and is headquartered in Stafford, TX.

Greenwich LifeSciences Inc

Greenwich LifeSciences is trending as investors weigh potential clinical trial catalysts and upcoming conference presentations against administrative filing delays. While the community remains divided over management's communication and recent accounting hurdles, sentiment is buoyed by high cost-to-borrow rates and anticipation that upcoming data readouts could trigger a significant re-rating.

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 significant market interest driven by its high short interest, which has investors speculating about a potential short squeeze fueled by low tradable float and heavy call option volume. Community sentiment is deeply divided, with bulls pointing to strong AI sector growth and upcoming earnings catalysts while bears remain focused on the stock's historical volatility and fundamental performance.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegian Cruise Line Holdings Ltd is seeing heightened community discussion driven by significant insider buying activity and anticipation of a potential breakthrough in regional geopolitical tensions. Investors are closely monitoring these developments as catalysts for a sector-wide recovery, despite ongoing market volatility and skepticism regarding the cruise line's recent operational guidance.

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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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