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TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending following a massive 20-year lease agreement with Anthropic for its Justified Data campus, signaling a major shift toward long-term AI infrastructure revenue. Community sentiment is largely bullish, with investors viewing the move as validation of the company's transition from a Bitcoin mining proxy into a high-conviction AI compute powerhouse.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors react to a significant government contract and the stock's role in the AI infrastructure buildout, fueling intense community debate over its technical momentum and broader market influence. The discussion is sharply divided between those viewing the stock as a resilient leader in the hardware supercycle and others expressing concerns over potential overvaluation and headline-driven volatility.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc Health is currently experiencing significant bullish momentum driven by the expansion of its BetterHelp platform insurance coverage and a strategic partnership with Walmart, which investors see as a validator of its long-term telehealth infrastructure. The community is actively debating the potential for a short squeeze as high short interest persists alongside this positive fundamental shift, though long-term holders remain focused on the company's AI-driven scalability and role as a global leader in digital healthcare.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending due to persistent volatility and intense debate among investors over its long-term potential as an enterprise AI orchestration layer. The community remains sharply divided between those accumulating shares at current levels, citing strong cash reserves and a massive short interest, and those frustrated by the stock's inability to sustain upward momentum amid broader software sector weakness.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing a significant surge in trading volume and social sentiment, driven by high short interest and anticipation for the upcoming LivePerson merger integration. Investors are closely monitoring key price thresholds around $7 to gauge if a breakout in momentum can sustain a potential shift toward the double-digit price levels favored by optimistic community members.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Starbucks is trending as investors weigh its turnaround efforts and cost-cutting measures against broader concerns regarding consumer spending and intense sector competition. The community remains divided, with some actively loading long-dated call options in anticipation of a rebound, while others point to macro headwinds and declining retail sentiment as reasons for caution.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is currently trending as investors debate the sustainability of the AI chip rally following a recent sector-wide pullback and reports of shifting infrastructure demand. The community is sharply divided between those viewing the decline as a strategic buying opportunity ahead of upcoming product cycles and those concerned about elevated valuations and potential capital rotation out of the semiconductor space.

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 Technologies is trending as investors monitor a potential technical breakout, bolstered by institutional accumulation from ARK Invest and growing optimism regarding the company's full-scale digital banking platform. While the community remains divided between bullish long-term growth narratives and frustration over persistent intraday price volatility, discussions are heavily focused on the stock's ability to clear key technical resistance levels ahead of upcoming earnings.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is attracting significant attention as investors react to the company's progress in FAA certification milestones and its deepening strategic partnership with Toyota, which is aimed at scaling commercial manufacturing. The community remains deeply divided, with bulls pointing to the company's robust cash position and operational milestones, while bears are expressing concerns over high cash burn and the ongoing legal battles within the competitive eVTOL sector.

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

TSLA is seeing high volatility as investors debate the impact of record-breaking Q2 deliveries against broader concerns about margin sustainability and ongoing autonomous driving expansion. While bulls are energized by the robotaxi rollout in Miami and speculative merger talk, bears are highlighting technical weakness and institutional profit-taking that followed the delivery announcement.

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Bitcoin

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Microsoft Corporation

NVIDIA Corp

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Virtus ETF Trust II - Virtus Duff & Phelps Real Estate Income ETF

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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