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Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is trending as investors digest a strong earnings report and positive guidance driven by AI infrastructure demand, even as the stock faces selling pressure amid broader semiconductor sector volatility. Community debate is currently split between those highlighting the company's robust long-term capex outlook and others expressing caution over potential short-term valuation concerns and cyclical risks.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit Inc. is trending after surging on the announcement that it will be added to the S&P 500 index, a move that is expected to drive demand from institutional index-tracking funds. The community is heavily focused on the implications of this major milestone, while traders actively debate the potential for a short squeeze given the stock's high short interest and significant after-hours volume.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

Unusual Machines is currently trending due to a combination of fresh analyst coverage from Piper Sandler with an overweight rating and heightened investor optimism regarding domestic drone production mandates under the National Defense Authorization Act. The community is actively discussing the company's role as a critical component supplier for defense contractors and speculating on the timing of potential government contracts or direct equity stakes that could catalyze further growth.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Georgetown, TX.

TSS Inc

TSSI is currently a focus for investors as it navigates a strategic transition from low-margin procurement to high-margin AI infrastructure and systems integration. While some community members remain skeptical due to high customer concentration and revenue volatility, bulls are pointing to significant capacity expansions and executive leadership changes as signs that the company is positioning itself to capitalize on the broader AI data center buildout.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientific is currently trending as investors debate whether the stock is a structural value play after a significant pullback, fueled by recent insider buying from leadership and mixed community sentiment regarding its growth trajectory. While some traders are actively accumulating shares expecting a technical reversal, others remain skeptical, citing continued downward pressure and management's handling of recent earnings guidance.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Run Inc. is trending as investors weigh significant contract growth, including a major deal with Thinking Machines, against volatility surrounding the expiration of share lock-up periods. The community is actively debating the company's valuation relative to its ARR growth and its status as an NVIDIA-partnered infrastructure provider.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is trending as investors debate its valuation relative to its underlying holdings, with community sentiment deeply polarized between bulls expecting massive gains from upcoming AI-focused IPOs and skeptics warning of significant downside as the stock continues to trade at a premium to its net asset value. Discussion remains dominated by uncertainty regarding the impending lockup expiration and the fund's true exposure to high-profile private companies.

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 gaining significant momentum as investors focus on its Q4 Biologics License Application for CAN-2409, supported by recent positive conference updates and robust institutional accumulation. The community is actively discussing the stock's significant buyout potential in the oncology sector while highlighting the company's clear clinical path and upcoming data readouts.

Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. The firm delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. It operates through the Cloud Applications segment. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday shares spiked after reports emerged that private equity firm Silver Lake is in advanced acquisition talks, triggering a rally across the software sector as investors reprice SaaS companies. The community remains divided, with many celebrating a potential exit from recent lows while others express skepticism over the rumored valuation and speculate that the hype may be an overreaction.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is trending due to significant investor interest in its deep-value positioning compared to cybersecurity peers and ongoing speculation that its advanced AI-native technology and significant Anthropic equity stake make it an ideal candidate for a big-tech acquisition. Community discussion remains heavily focused on the stock's massive valuation disconnect relative to CrowdStrike and Palo Alto Networks, alongside anticipation for upcoming earnings and potential catalysts like share buybacks or accretive M&A activity.

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Continental Energy Corp. is an oil and gas exploration company, which engages in the development, ownership, and operation of small-scale crude oil refineries. It focuses on large commercial discoveries and petroleum production. The company was founded on May 29, 1984 and is headquartered in Vancouver, Canada.

Continental Energy 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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