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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing volatile price action as investors weigh a significant earnings beat and raised guidance against concerns over mounting capital expenditures and broader geopolitical tensions. The community remains deeply divided, with many traders debating whether the stock's recent rally is a sustainable turnaround or a classic 'buy the rumor, sell the news' trap exacerbated by institutional profit-taking.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk Inc. is trending as investors grapple with its extended decline to multi-year lows, fueling intense community debate over whether the stock is a deep-value opportunity ripe for a reversal or a failing business hindered by ineffective leadership. While some market participants express frustration over persistent selling and lack of management transparency, others argue that its role in the open internet and AI-powered advertising creates a long-term catalyst for potential stabilization.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors react to a significant surge in capital expenditures and negative free cash flow, despite the company posting strong cloud growth and earnings beats. The community is sharply divided, with some viewing the heavy AI infrastructure spending as a necessary investment for long-term dominance, while others are worried that high costs and debt will erode future earnings power.

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 facing intense market pressure as shareholders grapple with a double-digit sell-off following an earnings report that failed to provide sufficient clarity on key growth initiatives like AI and robotics. The community is deeply divided, with bears pointing to overvaluation and leadership concerns, while bulls view the pullback as a buying opportunity and are speculating on potential short squeezes or future rebounds.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is under intense scrutiny as investors grapple with a sustained downward trend and mounting skepticism from the retail community regarding its current leadership and market positioning. While some see potential value in the stock's recent price compression, others are wary of deeper technical weakness and the absence of a strong near-term catalyst to reverse the negative 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 is trending as investors remain polarized ahead of the upcoming earnings release, with a vocal community debating whether the stock's current consolidation and price stagnation represent a long-term accumulation opportunity or a signal of fundamental weakness. The ongoing conversation is heavily fueled by conflicting views on the company's valuation, CEO leadership, and the impact of broader market macro pressures versus the firm's consistent member and revenue growth.

Corvus Pharmaceuticals, Inc. engages in the development of immune modulator product candidates with the potential to treat solid cancers, T-cell lymphomas, autoimmune diseases, and infectious diseases. Its product pipeline includes B Cell Activator and Anti-CD73, Adenosine Production Inhibitor Anti-CD73, ITK Inhibitor, A2AR Inhibitor, Anti-CXCR2, and A2BR Inhibitor. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Corvus Pharmaceuticals is currently a focal point for investors as it approaches upcoming data readouts and conference presentations that could validate its lead drug candidate, Soquelitinib. The community remains sharply divided, with bulls highlighting the potential for long-term clinical success and M&A interest, while bears and short sellers cite the company's early-stage pipeline and ongoing cash burn as significant risks.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox Corp. (RBLX) is facing intense volatility and downward pressure following the company's decision to approve a $3 billion stock buyback program, an initiative intended to offset dilution and demonstrate confidence despite ongoing concerns about user engagement and regulatory scrutiny. The community remains deeply divided, with bulls pointing to the platform's massive user base and long-term potential, while bears focus on slowing bookings growth, legal challenges, and platform safety issues.

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Charter Communications Inc. - Ordinary Shares - Class A

Charter Communications is facing intense selling pressure as it approaches new 52-week lows, with investors expressing frustration over the stock's long-term decline despite aggressive share buybacks. The community is actively debating the stock's valuation and the potential for a significant short squeeze, while some traders closely monitor the company's debt load and the impact of looming merger news on future performance.

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 is trending as the community highlights its strong momentum in the defense and nuclear sectors, bolstered by a series of high-profile international contracts and strategic government partnerships for its SMR technology. Investors are actively discussing the company's robust turnaround and long-term growth potential, fueled by upcoming major defense investment plans and a consistent backlog of engine orders.

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Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

CRDO Stock Tumbles After Q1 Outlook Disappoints: Why This Analyst Sees A 32% Upside

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
Q1 '26	$1.16	--	--	N/A
Q4 '25	$1.02	$1.16	13.18%	BEAT
Q3 '25	$0.91	$1.07	17.37%	BEAT
Q2 '25	$0.49	$0.67	36.24%	BEAT
Q1 '25	$0.36	$0.52	43.94%	BEAT

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CRDOCredo Technology Group Holding Ltd

Upcoming Earnings: Q1 '26

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