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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is surging following a blowout earnings report characterized by significant revenue growth and raised full-year guidance, driven by accelerating AI adoption and strong U.S. commercial demand. The community is actively debating the company's valuation, reacting to the aggressive commentary from CEO Alex Karp, and celebrating a massive short squeeze that has left many bearish investors facing substantial losses.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following a strategic exchange of debt for equity, which has sparked intense debate among investors regarding the balance between long-term debt reduction and the immediate impact of shareholder dilution. While some community members view the move as a necessary step to strengthen the balance sheet for potential acquisitions, others are expressing frustration over the recent downward price action and are actively discussing the implications for their investment thesis.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc is trending as investors monitor after-hours gains following a quarterly earnings report that topped expectations for both revenue and profitability, prompting active community debate over the company's turnaround efforts and long-term valuation. Discussion remains focused on advertising momentum and the strategic impact of hardware initiatives like AR smart glasses versus the ongoing challenges of founder control and user growth in key markets.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is seeing heightened activity as investors anticipate an imminent clinical milestone regarding the 80th event in the REGAL Phase 3 trial. The community is actively debating the potential for a transformative data readout or acquisition, while navigating a volatile trading environment marked by intense friction between long-term supporters and vocal skeptics.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is surging following a blowout earnings report where AWS reaccelerated its growth, signaling that massive AI infrastructure investments are successfully translating into tangible cloud revenue. The community is actively debating the sustainability of this AI-driven rally, with many investors highlighting the company's expanding backlog and long-term cloud leadership as core reasons for their bullish conviction.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin is currently experiencing heightened community debate as investors weigh the potential of the new Goliath mainnet and staking rewards against frustration over stagnant price action and past volatility. While some participants are actively accumulating and staking in anticipation of long-term institutional adoption, others are voicing skepticism about the project's transparency and historical trend of failing to sustain gains.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The Defense & National Security segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Space Solutions segment consists of space infrastructure, advanced space technology, science systems and mission services. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager Technologies (VOYG) is rallying significantly following a strong earnings report that featured a record backlog and bookings, alongside a raised revenue guidance for the year. The community is actively discussing the company's scaling government and defense contracts, with many traders focused on whether these operational improvements will lead to sustained margin expansion and long-term valuation growth.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is surging following the announcement of a five-year, $335 million strategic agreement with CoreWeave to provide essential data storage infrastructure for AI workloads. The community is actively debating the stock's potential for a re-rating and sustained momentum, while some participants remain cautious and are speculating about the possibility of future share offerings.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

Sterling Construction Company is trending as investors weigh strong operational momentum, driven by its critical role in AI data center and mission-critical infrastructure buildouts, against concerns regarding stock valuation and broad market volatility. The community is actively debating the durability of the company's backlog growth and margin expansion, with many viewing recent price pullbacks as potential buying opportunities despite ongoing skepticism about the sustainability of current AI-related infrastructure spending.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine is trending as investors digest a series of positive analyst initiations and patent updates ahead of the upcoming earnings call, fueling community speculation about a potential breakout to higher price ranges. While some participants are wary of volatility and the company's debt profile, many long-term shareholders are focusing on the stock's growth trajectory and the strategic implications of the evolving alternative app store ecosystem.

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Navigating South Korea's AI-Driven Volatility

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iShares Inc. - iShares MSCI South Korea ETF

AI Memory Play DRAM ETF Is Up 90% Since Launch: A Huge Korea Risk Unraveled It Today

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Neutral Sentiment

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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.

Current Price	$160.24
Prev Close	$157.10
Open	$156.40
Dividend Yield	N/A
50-Day Moving Average	$186.16
Beta	N/A
Avg. Volume	27.28M
PE Ratio	N/A

52-Week High	$220.89
52-Week Low	$70.93
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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