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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 aggressively accumulate shares, fueled by excitement over the company's NVIDIA Preferred Cloud Partner status and a massive new multi-million dollar agreement with Thinking Machines. The community is actively debating the company's long-term growth potential in the AI infrastructure sector, often comparing its trajectory to established players like Nebius, while closely monitoring volatility and lock-up expiry dynamics.

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 currently attracting intense investor focus as the market digests a robust earnings report and updated guidance, despite some volatility following its release. The community remains deeply divided, with many traders debating the stock's valuation and the impact of sector-wide AI capital expenditure trends versus potential short-term market manipulation.

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 gaining significant investor attention driven by major shifts in U.S. defense policy, including new tariffs on foreign drones and government-backed initiatives to localize drone component manufacturing. The community is actively discussing the companys role in securing domestic drone sovereignty, with many focused on upcoming government contracts and analyst projections that suggest a long-term growth trajectory in the defense sector.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors debate the potential long-term business impact of a federal lawsuit regarding the company's paid API service and the broader implications of the ongoing regional conflict on market sentiment. The community remains deeply polarized, with some users highlighting administrative and leadership turnover while others focus on speculative discussions around potential partnerships and future product rollouts.

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 react to the accelerated lockup expiration, causing significant volatility and intense community debate between bulls betting on high-valuation private AI holdings and bears warning of a massive disconnect from the fund's net asset value (NAV). Much of the conversation is dominated by retail investors navigating the transition of this closed-end fund into the public market, with ongoing speculation regarding the future IPOs of major holdings like Anthropic and SpaceX.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is facing downward pressure following a downgrade from Bank of America and concerns regarding CFO turnover, triggering a sharp sell-off that some investors view as an overreaction. Despite this volatility, the community remains heavily focused on the company's strong user growth, upcoming expansion plans, and the newly announced billion-dollar share repurchase program as evidence of long-term fundamental strength.

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 trending as investors react to positive manufacturing and clinical de-risking updates following a recent conference, fueling speculation about a potential buyout. The community is focused on the upcoming BLA filing and institutional accumulation, with active discussions debating the company's valuation against its addressable market in oncology.

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 surged following reports that private equity firm Silver Lake is in talks to acquire the company, fueling optimism that the long-standing 'SaaS apocalypse' narrative may be coming to an end. Community sentiment remains mixed, with some traders debating potential buyout valuations and whether this speculation signals a broader recovery for the enterprise software sector.

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 surging following a highly optimistic Investor Day presentation where management outlined a structural shift in memory demand, highlighted the new High Bandwidth Flash (HBF) product, and committed to returning 100% of excess cash to shareholders. Community sentiment is overwhelmingly bullish, with investors actively debating the potential for long-term growth and technical breakouts while shorts face intense pressure from the rapid upward momentum.

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 following the announcement of a multiyear partnership with the Washington Commanders and recent U.S. government proclamations imposing significant tariffs on foreign-made drones. Community discussion is heavily focused on the potential for a short squeeze and whether these catalysts, alongside ongoing defense sector demand, will finally drive the stock to higher price levels.

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Despegar.com Corp. is an online travel company, which engages in providing online travel agency services. It offers tours and corporate packages to destinations such as Paris, Cancun, Rio de Janeiro, Rome, Barcelona, and Las Vegas, as well as vehicle rentals and hotel bookings. It operates through the following segments: Air; Packages, Hotels, and Other Travel Products; and Financial Services. The Air segment refers to the facilitation services for the sale of airline tickets. The Packages, Hotels, and Other Travel Products segment offers facilitation services for travel package sales. The Financial Services segment includes processing, fraud identification, credit scoring, and information technology services. The company was founded by Martin Rastellino, Roberto Hernán Souviron, Federico Fuchs, Ernesto Cadeiras, and Christian Vilate in 1999 and is headquartered in Buenos Aires, Argentina.

Despegar.com 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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