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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing significant volatility driven by concerns over its heavy debt load and the financing feasibility of its massive AI infrastructure projects, particularly regarding OpenAI's data center commitments. While some market participants see a buying opportunity in the recent price slide, others are alarmed by institutional selling, credit rating pressures, and management's silence during the ongoing sell-off.

Shiba Inu (SHIB) is a decentralized, community-led cryptocurrency ecosystem built on the Ethereum blockchain. Originally launched as a meme-based project, it has evolved into a comprehensive financial ecosystem designed to offer a decentralized alternative to traditional banking. Its main value proposition lies in its transition from a social phenomenon into a functional utility network, supported by a vast global community known as the ShibArmy and a commitment to 100% community ownership with no central leadership.  The ecosystem features its own decentralized exchange, ShibaSwap, where users can trade, provide liquidity, and earn rewards. To address Ethereum’s high costs and slow speeds, the project utilizes Shibarium, a Layer 2 scaling solution that processes transactions faster and more affordably.  The project employs a unique three-token model to manage its economy and governance. SHIB serves as the primary currency for trading and payments, while LEASH offers scarcity-based incentives for dedicated supporters. BONE acts as the governance token, allowing holders to vote on proposals through the Doggy DAO and serving as the native gas token for the Shibarium network.

Shiba Inu

Shiba Inu is seeing significant social media activity driven by aggressive token burn initiatives and persistent community speculation regarding a potential price breakout. While bullish traders are actively monitoring burn rates and pinning hopes on a retail-led 'god candle' rally, others remain skeptical, citing long-term supply concerns and the token's historical performance relative to its peak.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is currently attracting significant community attention as investors capitalize on a post-earnings volatility spike, viewing the recent price dips as a strategic buying opportunity driven by robust AI infrastructure demand. Market participants are actively debating the stock's long-term growth trajectory and valuation, largely bolstered by positive analyst sentiment and sustained hyperscaler capital expenditure projections.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Investors are expressing frustration over the recent price decline of DXYZ as it consistently trades significantly lower than its underlying assets, particularly following SpaceX's surge. The community is actively debating the potential for a rebound driven by an upcoming NAV update in August and speculative hype surrounding the anticipated Anthropic IPO.

Duos Technologies Group, Inc. designs, develops, deploys, and operates intelligent technology solutions supporting rail, logistics, intermodal and government customers that streamlines operations, improves safety and reduces costs. It offers imaging, safety and security, software, and services. The firm also provides cutting edge solutions that automate the mechanical and security inspection of fast moving trains, trucks and automobiles through a broad range of proprietary hardware, software, information technology and artificial intelligence. The company was founded on May 31, 1994 and is headquartered in Jacksonville, FL.

Duos Technologies Group Inc

Duos Technologies is trending as investors focus on its pivot toward edge AI data centers and infrastructure support, with the community actively discussing potential hyperscaler partnerships and the strategic advantage of its modular, rapidly deployable facility model. Despite recent volatility and some shareholder frustration regarding execution timelines, long-term sentiment remains anchored by the company's efforts to capitalize on the acute demand for decentralized AI compute capacity.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is trending following a massive partnership deal with NVIDIA to supply next-generation memory for AI infrastructure, triggering significant investor interest and high trading volumes. The community is actively debating the stock's valuation, the impact of ADR premiums compared to domestic Korean shares, and potential supply-side bottlenecks in the global memory market.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending as investors debate the impact of a potential 14.8 billion dollar acquisition of Delivery Hero, with the market weighing long-term global platform expansion against concerns regarding integration risks and regulatory scrutiny. Meanwhile, community discussion remains heavily divided, pitting those who view the current stock price as an undervalued accumulation opportunity against skeptics wary of stalled momentum, competitive pressure from autonomous vehicle players, and lackluster short-term performance.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is currently trending as shareholders speculate on potential global expansion announcements promised by CEO Dr. Patrick Soon-Shiong for July. The community remains focused on upcoming earnings and potential partnerships, balancing frustrations over the recent lack of news against long-term optimism for the company's immunotherapy pipeline and ongoing efforts to overcome short-selling pressure.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is currently trending as investors position themselves ahead of the company's upcoming earnings report, with community sentiment fueled by sustained demand for AI hyperscaler infrastructure and ongoing discussions regarding contracted backlog growth. Traders are closely monitoring the stock's ability to maintain upward momentum as it retests key technical levels, while long-term advocates highlight the company's expanding capacity and sector-wide data center tailwinds as catalysts for a potential re-rating.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera Biologics is currently in the spotlight as investors speculate on the upcoming Phase 2 clinical data readout, with the community polarized between bullish long-term supporters citing institutional accumulation and skeptical critics pointing to recent volatility and lack of profitability. Market conversation is heavily focused on the company's evolving T-cell engager platform and the potential impact of its strategic pivot toward developing an internal drug pipeline.

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Viskase Holdings Inc.

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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