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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

The Trade Desk is facing severe selling pressure as investors react to a significant revenue miss and weak forward guidance, fueling concerns that the company's high-growth narrative has stalled. Community members are actively debating the leadership's performance, with many questioning whether the stock is a value trap or a long-term opportunity as it tests multi-year lows.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing high volatility as investors weigh strong AI-driven transceiver demand against the uncertainty of a potential U.S. ban on Chinese-manufactured optical components. The community is actively debating the company's ability to scale manufacturing capacity to meet massive hyperscaler orders, with sentiment split between those anticipating a major breakout following earnings and skeptics focused on valuation and execution risks.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is facing heightened volatility and intense community debate as investors weigh the company's fiscal outlook against fierce competition and recent industry headwinds. While some traders are focused on potential upside from upcoming sports seasons and the integration of prediction markets, others remain skeptical, citing concerns over earnings performance and broader sector saturation.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is trending as investors scrutinize the company's ability to convert its drone and maritime technology pipeline into concrete contract revenue following a recent earnings report. While the community remains divided over management's guidance and long-term execution, the stock continues to attract attention for its role in emerging autonomous defense initiatives.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group is facing extreme volatility and intense community scrutiny as the market awaits a long-overdue FDA decision on its drug candidate following a series of regulatory hurdles. Investors are actively debating whether the current radio silence indicates a potential third rejection or complex label negotiations, with many concerned about the company's precarious financial position and the looming threat of significant shareholder dilution.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster is trending as investors digest the recent secondary offering and market volatility, while keeping a close eye on the upcoming earnings call where the execution of the Rev8 sensor platform and software integration will be key. The community is actively debating the stock's long-term potential as a cornerstone of the Physical AI and robotics ecosystem, weighing short-term price fluctuations against the company's expanding commercial footprint and strategic positioning in the U.S. lidar market.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian shares surged after the company posted strong quarterly results that exceeded analyst expectations, driven by accelerating cloud adoption and growing momentum in its AI-integrated tools. The community is actively debating the sustainability of this rally, with many investors weighing the potential for a short squeeze against concerns over the broader software sector's valuation and long-term profitability.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata is facing intense community debate regarding its technical trend, with some investors highlighting a bear flag pattern while others focus on strong fundamentals and growth potential ahead of upcoming earnings. Market participants are actively discussing the stock's volatility and the impact of sector-wide AI capital expenditure concerns on potential future performance.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare stock is seeing significant volatility after the company reported a solid beat-and-raise quarter, with the community intensely debating the balance between strong AI infrastructure growth and concerns over management's decision to cut 20% of its workforce. While some investors view the staff reduction as a necessary step toward higher margins and future-proofing the business for the agentic AI era, others remain skeptical about the firm's valuation and the implications of such large-scale layoffs.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

Serve Robotics is trending following its Q2 2026 earnings report, where significant revenue growth was overshadowed by a downward revision in full-year revenue guidance and mounting net losses. The community remains deeply divided, with some investors focusing on the company's expanding partnerships and cash reserves as a long-term play, while others are frustrated by the stock's volatility and are speculating on potential buyout scenarios.

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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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