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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors rally behind a strong quarterly report, fueled by accelerated Azure cloud growth and evidence that its AI investments are successfully scaling. The community is actively discussing the stock's role as a market stabilizer, with many debating the impact of disciplined capital expenditure messaging against broader concerns about AI infrastructure spending.

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 trending following the UAE's broad regulatory approval of its immunotherapy drug ANKTIVA for bladder and lung cancer, which has ignited community discussions about global expansion and the potential for a short squeeze. Investors are now closely watching for upcoming earnings and potential partnership announcements, with the community actively debating the stock's long-term commercial prospects against persistent short-selling pressure.

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 facing intense investor scrutiny as the company's aggressive AI infrastructure spending outpaces revenue growth, leading to a significant post-earnings sell-off. While the community remains divided between those viewing the pullback as a long-term buying opportunity and others questioning the efficacy of the massive capital expenditure, the discourse is dominated by concerns over shrinking free cash flow and a lack of clear near-term AI monetization.

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 N.V. (NBIS) is currently experiencing high volatility and significant downward pressure as market participants debate whether recent price action is driven by sector-wide hedge fund margin calls or broader concerns over AI capital expenditure sustainability. The community remains deeply divided, with some investors aggressively buying what they perceive as a long-term discount, while others warn of further technical breakdowns and are calling for caution until the stock establishes a stable base.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is experiencing significant volatility as investors weigh resilient AI sector earnings and corporate capex guidance against broader concerns regarding rising long-term Treasury yields and geopolitical tensions. Community sentiment is deeply divided, with traders intensely debating whether the recent price action represents a sustainable bottom or merely a bear market trap.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce is experiencing significant investor enthusiasm driven by strong operational performance and upward revisions in guidance, with the community closely tracking its momentum in both defense contracts and its SMR nuclear power division. Sentiment remains heavily bullish as shareholders point to a successful corporate transformation and potential market leadership in next-generation propulsion systems.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is facing intense downward pressure driven by a combination of broader semiconductor sector volatility, concerns over handset demand, and skepticism regarding near-term margin health despite a series of bullish price target cuts. The community remains deeply divided, with bulls pointing to the company's long-term AI diversification and automotive growth as a contrarian opportunity, while bears argue that the stock is caught in a persistent cycle of margin dilution and execution risk.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is seeing significant investor interest following a string of record-breaking ABS issuances and strong insider confidence, with the community actively debating whether the stock's current valuation remains disconnected from its robust operating performance and AI-driven growth. While bears express frustration over the stock's historical volatility and macro-related pressure, bulls are pointing to raised earnings expectations and the company's ability to consistently beat guidance as clear catalysts for a potential re-rating.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is currently the subject of intense community debate following the filing of a $500 million at-the-market (ATM) shelf offering, with investors split between viewing it as a prudent move for long-term financial flexibility and a precursor to near-term dilution. The conversation is further fueled by anticipation for upcoming maintenance dosing data, which many hope will act as a pivotal catalyst to solidify the company's competitive position in the obesity market.

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 investors are closely monitoring high-stakes Q2 earnings and management's ambitious long-term growth targets amid intense debate over the stock's recent volatility and technical performance. The community is sharply divided, with bulls pointing to record-breaking revenue and product momentum, while bears highlight bearish analyst sentiment and concerns over potential short-term sell-offs following earnings events.

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Tom Lee Says Ethereum Needs More Privacy Before '$100 Trillion' Moves On-Chain — New Startup Aims To Deliver It

Cryptocurrency

EthSystems was founded by the same team behind the Ethereum Foundation’s Institutional Privacy Task Force.

Arthur Hayes Predicts $1M For Bitcoin And Warns AI Bubble Is 'Bigger Than Subprime'

Arthur Hayes dismissed the CLARITY Act saying that it would have "no significance" in moving Bitcoin's price.

Tom Lee Flags 'Interesting' Ethereum Levels To Watch With Altcoin 60% Below Record High

Tom Lee shared a technical analysis by  former Bank of America technical strategist Stephen Suttmeier suggesting Ethereum may be forming a short-term bottom after months of weakness.


After Bitcoin Crash, Can the hype for HYPE ETFs Continue?

As Bitcoin and Ethereum struggle, new HYPE ETFs are attracting strong inflows, backed by staking rewards and token buybacks.

Bitcoin’s Crash Below $70K Wipes Out $800M, While ETF Outflows Hit 11-Day Record

Ethereum held up better than Bitcoin during the selloff, with its price remaining relatively stable around $1,970.

'That's Going To Be A Game Changer': Kevin O'Leary Reveals Crypto's Next Trillion-Dollar Opportunity

Santiment pointed to a widening crypto-equities gap, with the S&P 500 up 4% since May 6 while Bitcoin and gold fell 13% and 5%, respectively.


Why Is Bitcoin Under $70K – Mt. Gox, Michael Saylor, And Iran Threat Pressure Markets

Bitcoin was the top trending ticker on Stocktwits, with retail chatter surging to ‘high’ from ‘normal’ levels over the past day, as BTC’s price dipped below $70,000.


Tom Lee Says Crypto Investors Are 'Rage Quitting' After Mark Cuban Dumped All His Bitcoin

On Ethereum, BMNR chairman Tom Lee said a Wall Street shift to tokenization should send its price "up a lot."

Tom Lee’s Bitmine Reportedly Adds More Ethereum As Critics Point To HYPE’s Record Run

Bankless co-founder David Hoffman sparked backlash with ETH criticism after Vitalik decided to write a sci-fi.


Ethereum's Price Is Acting Like AMZN Stock After The Dot-Com Crash, Says Standard Chartered – It's Gone Up 1000x Since

Analyst Geoffrey Kendrick argued that Ethereum’s internal metrics remain strong despite ETH’s prolonged price weakness.

iShares Ethereum Trust (The) - iShares Ethereum Trust ETF

Bearish 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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