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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is seeing intense volatility as investors react to a significant delivery beat that surpassed analyst expectations, with the community actively debating whether the move is a genuine growth catalyst or a 'sell the news' trap. Traders remain heavily focused on the stock's outsized delivery figures, while many are monitoring institutional flow and price action to determine if the current dip presents a buying opportunity or a deeper correction.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing significant selling pressure and negative sentiment as investors express frustration over a recent string of daily losses, concerns regarding executive compensation, and perceived lack of major customer deal announcements. While some market participants see a potential value opportunity or a technical bottom due to the company's infrastructure-heavy positioning in the AI sector, the stock is currently weighed down by broader de-risking in high-beta AI infrastructure names and skepticism surrounding management's recent marketing-focused capital allocation decisions.

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 rallying on strong production and delivery figures that exceeded guidance, alongside an upbeat full-year delivery outlook that has fueled optimism for operational momentum. The community is actively debating the company's long-term growth potential and the impact of the R2 rollout, while some traders closely watch technical resistance levels as short interest remains a key point of contention.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing intense volatility as investors debate whether the recent semiconductor rally has reached a peak following reports of excess cloud compute capacity. While some community members view the sharp pullback as a healthy consolidation driven by profit-taking, others remain concerned about potential supply gluts and a shift in institutional sentiment.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending as investors weigh strong operational growth and insider buying against persistent short-interest pressure and volatility. The community remains heavily divided between long-term bulls highlighting platform diversification and frustrated traders debating the stock's inability to sustain breakout momentum compared to other financial platforms.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending as investors react to CEO Wes Cummins' firm rejection of sector-wide project delays, highlighting an upcoming facility delivery that reinforces the company's repeatable, execution-focused business model. While some in the community express frustration over recent stock volatility and sector-wide sentiment swings, others are actively accumulating shares, pointing to a robust contracted backlog and confidence in the firm's ability to navigate infrastructure bottlenecks.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is currently attracting intense retail focus as traders debate whether to "buy the dip" following a sharp pullback or to short the leverage play amidst broader semiconductor sector volatility. The community is heavily focused on the interplay between AI infrastructure spending, macroeconomic indicators like employment reports, and the impact of technical market rebalancing on chip-heavy portfolios.

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 experiencing high volatility as investors react to a mix of strong earnings, long-term strategic contracts, and concerns regarding sector-wide valuation shifts. The community is actively debating whether current price swings represent a healthy consolidation phase for a long-term AI play or a tactical manipulation event driven by options hedging and sector rotation.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is trending as the stock hits new highs, fueled by a series of lucrative contracts including a major deal to supply small modular reactors (SMRs) in Sweden and consistent demand for its widebody engine technology. The community is buzzing with long-term optimism, celebrating the company's successful turnaround and debating whether current momentum will sustain a push toward higher psychological price milestones.

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 interest following aggressive insider buying from key executives and board members, signaling strong management confidence despite market volatility. Investors are closely monitoring geopolitical developments in the Middle East and energy price fluctuations as they weigh the stock's potential for recovery against broader travel sector trends.

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Cullinan Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the developing of oncology and immuno-oncology therapies. Its pipeline includes CLN-978, CLN-619, Zipalertinib CLN-081/TAS6417, CLN-049, and CLN-617. The company was founded by Patrick A. Baeuerle on September 15, 2016 and is headquartered in Cambridge, MA.

Cullinan Therapeutics Inc

Cullinan Therapeutics Stock Slides After-Hours Despite $692M Autoimmune Drug Pact With Genrix

Equity

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	-$0.80	--	--	N/A
Q1 '26	-$0.84	-$0.75	10.27%	BEAT
Q4 '25	-$0.81	-$0.77	4.87%	BEAT
Q3 '25	-$0.95	-$0.77	18.69%	BEAT
Q2 '25	-$0.83	-$1.07	-29.66%	MISSED

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CGEMCullinan Oncology Inc

Upcoming Earnings: Q2 '26

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