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Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as investors monitor the finalization of its acquisition of Northern Data, a move expected to transform the company into a key player in AI infrastructure with significant GPU and data center capacity. The community is actively debating the potential for a massive short squeeze, driven by high short interest and anticipation that upcoming cloud contracts will validate the new AI-focused business model.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is surging to all-time highs as investors pile in ahead of the stock's upcoming inclusion in the Nasdaq-100, fueling a wave of forced institutional and index-fund buying. While the community remains deeply divided, with bears questioning the firm's valuation and profitability, bulls are celebrating the company's aggressive infrastructure expansion and strategic acquisitions as validation of its role in the global AI compute cycle.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is experiencing significant downward pressure as investors grow frustrated with persistent regulatory warnings and intense domestic e-commerce competition. The stock continues to be a focal point for intense community debate, with bulls viewing current levels as a deep-value opportunity for AI-driven growth while bears remain convinced that the shares will stay trapped in a long-term downtrend.

Lionsgate Studios Corp. operates as a standalone, pure-play content company focused on creating, producing, and distributing premium entertainment across multiple formats and platforms. It operates through the following segments: Motion Picture and Television Production. The Motion Picture segment includes the development and production of feature films, acquisition of North American and worldwide distribution rights, North American theatrical, home entertainment, and television distribution of produced and acquired films, as well as the worldwide licensing of distribution rights. The Television Production segment covers the development, production, and worldwide distribution of television content, including series, television movies, mini-series, and non-fiction programming. The company was founded on January 13, 2024 and is headquartered in Vancouver, Canada.

Lionsgate Studios Corp. - Ordinary Shares - New

Lionsgate Studios Corp.

Lionsgate Studios is experiencing heightened volatility as investors weigh conflicting reports regarding potential acquisition interest from major streaming platforms. While the company's library assets and box office performance remain central to the bullish thesis, the community is actively debating the likelihood of a buyout versus continued standalone operations following recent leadership and activist investor moves.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending as traders react to a workforce reduction aimed at improving profitability and record daily trading volumes across its platform. The community is actively debating the stock's potential for a breakout, with many highlighting the impact of new product launches, prediction markets, and insider buying against the backdrop of broader market volatility.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm 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 is facing extreme selling pressure despite the resolution of its Publicis audit dispute and positive news regarding smart TV partnerships, leaving shareholders frustrated as the stock consistently lags behind broader market rallies. Community discussion is dominated by deep skepticism toward management and intense frustration over the stock's persistent inability to sustain gains, with many investors debating whether current levels offer a genuine value opportunity or if further downside is likely.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies Inc

Rocket Companies is trending as investors debate whether to classify the stock as a cyclical mortgage lender vulnerable to interest rate shifts or an AI-driven housing platform with long-term ecosystem growth potential. Market discussion is heavily focused on Federal Reserve policy outlooks and potential rate changes, while contrarian investors argue that current pessimism ignores the company's improving fundamentals and strategic positioning for the next housing cycle.

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 significant market activity and intense community debate as investors weigh a recent foundry node milestone against ongoing concerns regarding interest rate sensitivity and potential profit-taking. While some traders view the stock as a key infrastructure play with upside potential from foundry expansion, others are focused on technical resistance levels and broader semiconductor sector rotation.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure is trending after an FDA official criticized its Huntington's disease gene therapy data as insufficient, sparking a heated debate within the biotech community regarding regulatory transparency and the ethics of sham-controlled trials. Investors are closely monitoring the company's potential path forward and congressional pressure on FDA leadership, while the stock remains a focal point for volatility and intense discussion regarding the future of rare disease drug development.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

The iShares Russell 2000 ETF (IWM) is facing intense volatility as traders debate the market's response to recent macro-geopolitical news, with the community actively split between those betting on a continuation of the rally and those hedging against immediate downside with aggressive put accumulation. Sentiment is heavily influenced by the uncertainty surrounding upcoming Federal Reserve policy updates, as participants closely monitor whether the small-cap rotation can sustain its momentum or if deteriorating technical setups will lead to a broader pullback.

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Digital Realty Trust, Inc. operates as a real estate investment trust, which engages in the provision of data center, colocation and interconnection solutions. It serves the following industries: artificial intelligence (AI), networks, cloud, digital media, mobile, financial services, healthcare, and gaming. The company was founded on March 9, 2004, and is headquartered in Dallas, TX.

Digital Realty Trust Inc

Bullish 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
Q2 '26	$0.47	--	--	N/A
Q1 '26	$0.44	$0.46	4.20%	BEAT
Q4 '25	$0.29	$0.24	-16.48%	MISSED
Q3 '25	$0.31	$0.15	-51.37%	MISSED
Q2 '25	$0.41	$2.94	618.43%	BEAT

DLRDigital Realty Trust Inc

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