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GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending as investors react to a significant upward revision in projected fiscal 2026 EBITDA, fueling speculation about the company's long-term transformation and ongoing interest in acquiring eBay. Community sentiment remains divided between hopeful 'ape' shareholders anticipating a potential squeeze and skeptics questioning the strategic impact of the proposed acquisition and current share performance.

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 is trending as investors debate its role as an AI data-licensing infrastructure play rather than just a social media platform, with ongoing discussions surrounding potential Anthropic deals and data monetization catalysts. While some community members are frustrated by the stock's recent volatility and technical consolidation, others remain focused on the long-term thesis that Reddit's high-value dataset could drive significant future valuation expansion.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is trending as retail investors push for a short squeeze, fueled by community discussion surrounding its low float, high short interest, and comparisons to other meme-stock success stories. Traders are actively debating the company's turnaround potential and its competitive positioning against other fast-food chains as they push for increased volume to trap bearish positions.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant selling pressure amid broader market uncertainty and investor reactions to reports that Meta is exploring internal cloud capacity expansion. Despite the volatility, community sentiment remains split between concerns over heavy insider selling and debt loads versus bullish confidence in the companys extensive, non-cancellable contract backlog and its critical role in the AI infrastructure cycle.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is currently experiencing high volatility driven by technical selling from Russell 2000 index funds as the stock graduates to larger-cap indices, despite ongoing optimism regarding its expanded $25 billion partnership with Brookfield for AI data center infrastructure. The community remains largely bullish, viewing the current price pullback as an opportunity to accumulate shares while framing Bloom as a critical long-term infrastructure play for the AI power bottleneck.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is trending following its recent Investor Day, where the company unveiled an aggressive strategy to expand beyond mobile chips into data center infrastructure and AI compute. Community discourse is currently split between optimism regarding multi-year partnerships with tech giants and frustration over the stock's recent volatility and resistance to positive catalysts.

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 currently at the center of investor focus as massive fund rebalancing and institutional rotation into AI-infrastructure beneficiaries drive strong volume and price appreciation. While retail sentiment remains highly polarized between bullish expectations for long-term manufacturing growth and skepticism over the stock's recent rapid valuation increase, the community is actively tracking the stock's ability to maintain support levels amid high volatility.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is seeing intense trading volume and bullish momentum as the community anticipates major upcoming catalysts, including Phase 3 maintenance study data and ongoing speculation regarding potential acquisition or partnership interest. Investors are actively debating the company's valuation relative to its obesity pipeline competitors, while short sellers face mounting pressure during this period of systematic accumulation.

Roundhill ETF Trust - Roundhill Memory ETF

DRAM is attracting significant attention as investors rotate into the memory sector, driven by a perception that memory bandwidth has become the primary bottleneck for AI infrastructure. The community is actively discussing the stock's potential for a long-term supercycle, despite ongoing volatility and concerns regarding antitrust lawsuits and cyclical supply fluctuations.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is experiencing significant volatility and social media attention driven by its inclusion in the drone and counter-UAS defense sector, alongside reactions to positive earnings from peers like AeroVironment. Community discussions are sharply divided, with bulls pointing to a deep defense-focused backlog and government-backed contracts, while bearish traders remain focused on the impact of recent dilution and continued downward price momentum.

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Covenant Logistics Group, Inc. is a holding company, which engages in the provision of freight and logistics services. It operates through the following segments: Expedited, Dedicated, Managed Freight, and Warehousing. The Expedited segment provides truckload services to customers with high service freight and delivery standards. The Dedicated segment provides customers with committed truckload capacity over contracted periods with the goal of three to five years in length. The Managed Freight segment includes brokerage services and transportation management services. The Warehousing segment provides day-to-day warehouse management services to customers. The company was founded by David Ray Parker in 1986 and is headquartered in Chattanooga, TN.

Covenant Logistics Group Inc - Ordinary Shares - Class A

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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