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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 the market anticipates the imminent close of its Northern Data acquisition, a deal set to transform the company into a Tether-backed AI infrastructure and cloud compute powerhouse. Investors are actively debating the potential for a massive re-rating as the company integrates 22,000 NVIDIA GPUs and secures multi-million dollar cloud contracts, while simultaneously watching for a potential short squeeze fueled by elevated short interest.

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.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is experiencing intense volatility as investors react to the Federal Reserve's first policy meeting under new leadership, which delivered a surprisingly hawkish outlook that contradicts recent market optimism. Community sentiment is deeply divided, with traders intensely debating whether the rapid, high-volume price swings represent a "bull trap" driven by algorithmic manipulation or a genuine signal that the current tech-heavy market rally remains unstoppable.

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 facing intense selling pressure as investors react to regulatory warnings regarding e-commerce promotional practices and broader concerns over domestic economic data. The community remains deeply divided, with many retail traders expressing frustration over the persistent downtrend while some see the current price as a deep-value opportunity for long-term AI-focused growth.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as shareholders react to denied acquisition rumors and ongoing uncertainty regarding the company's M&A strategy, leading to high volatility and heavy trading volume. The community is sharply divided, with many debating whether the stock is a value-play at current support levels or a struggling "woke" media asset trapped in a long-term downtrend.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTX is trending as investors monitor significant contract awards, including a multibillion-dollar deal for Patriot interceptors, while the market weighs these catalysts against the broader context of defense sector rearmament and production ramp-ups. Community sentiment remains focused on the company's critical role in replenishing depleted munitions and radar systems amid global geopolitical volatility.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is experiencing significant volatility as investors debate the impact of heavy AI infrastructure spending on margins, despite the company showing strong ad revenue growth and user engagement. While some traders are aggressively betting on upside momentum driven by new monetization strategies, others remain skeptical about capex-related risks and internal morale concerns, leading to sharp, divergent price action.

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.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital Inc. is trending as investors aggressively rotate into AI infrastructure plays, fueled by optimism over their Stingray HPC campus development and institutional validation from major hyperscale partnerships. The community remains hyper-focused on the company's multi-gigawatt power pipeline and potential ERCOT inclusion, leading to intense debates regarding institutional accumulation, price consolidation, and the broader shift of crypto miners into AI data center providers.

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 trending as investors monitor its critical role in the accelerating HBM stacking and advanced packaging ecosystem, with the community closely tracking its recent earnings performance and bullish price target hikes. Conversations are focused on the firm's position as a beneficiary of compounding process complexity in next-generation chip architecture.

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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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