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Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is seeing intense volatility as investors react to a transformational data center lease agreement with Anthropic, sparking fierce debate over the stock's future valuation and the underlying business model. Community sentiment remains polarized, with some traders optimistic about long-term infrastructure growth while others label the price action a manipulative pump-and-dump scheme.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is currently trending as investors debate whether the stock is a deep-value opportunity or a long-term trap following a recent analyst downgrade and ongoing concerns regarding a difficult China market reset. While some in the community remain bullish on the brand's long-term potential and steady dividend, others are cautious, citing structural headwinds and persistent underperformance compared to the broader market.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is facing intense scrutiny and volatility as the community remains deeply divided over its long-term utility versus its recent performance. While some investors are aggressively accumulating during price dips in anticipation of future regulatory clarity and institutional adoption, others are actively exiting their positions, labeling the asset a failed project amid frustration over ongoing dilution and market stagnation.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox is trending as investors digest a share offering and a major contract with Siemens Energy to supply turbines for AI data center power, sparking intense debate over its long-term potential. While bulls point to the company's massive project backlog as evidence of a significant infrastructure play, the stock remains highly volatile with some market participants expressing skepticism regarding institutional manipulation and short-term price swings.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNav shares are experiencing significant volatility following reports of a congressional amendment attempting to block the FCC from reconfiguring spectrum in the 900 MHz band, a move the community largely views as a desperate, ineffective political hurdle funded by corporate interests. Investors remain highly active, with many interpreting the legislative push as a sign that the company's regulatory path is nearing a positive breakthrough, prompting significant high-conviction buying in call options and long-dated positions.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is facing extreme volatility as investors react to a revenue miss and management's comments on AI model deployment, leading to a sharp sell-off despite continued strong profitability. The community is actively debating whether this is a structural breakdown or a temporary overreaction, with many bulls actively loading up on shares and options in anticipation of a potential rebound.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is experiencing significant volatility and trading at yearly lows following a guidance cut and revenue miss that tempered market expectations. The community remains divided, with many investors debating whether the current price represents a buying opportunity for a long-term growth story or a sign that the brand's competitive momentum is facing structural challenges.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is trending following positive Phase 3 topline results for its DT120 ODT depression treatment, which sparked a significant share price rally. Investors are actively discussing the impact of a newly announced $700 million upsized public offering and preparing for upcoming readouts for the Voyage and Panorama trials, which remain key catalysts for the company's long-term neuropsychiatric portfolio.

RUM Group, 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.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors focus on the company's strategic pivot toward AI infrastructure following its acquisition of Northern Data, a move that has significantly expanded its GPU capacity and data center footprint. The community is actively debating the potential for a massive short squeeze due to record-high short interest, while simultaneously analyzing upcoming earnings and formal guidance as key catalysts for a long-term re-rating.

Kopin Corp. engages in the development, manufacture and sale of wearable technologies which include components and systems. Its portfolio includes AMLCD, LCOS displays, OLED displays, ASIC, backlights, and optical lenses. The firm uses semiconductor material technology to design, manufacture and market its component products for use in military, enterprise and consumer electronic applications, training and simulation equipment and 3D metrology equipment. The company was founded by John C.C. Fan on April 23, 1984 and is headquartered in Westborough, MA.

Kopin Corp.

Kopin Corp

Kopin Corp is trending as investors rally behind its pivotal shift into AI data center infrastructure through its Neural I/o initiative and partnership with Fabric.AI. Community sentiment is highly bullish, driven by speculation over undisclosed NDAs with major semiconductor players, confirmed defense contract wins, and the company's expanding U.S.-based manufacturing footprint.

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The Legacy Product Is Shrinking. A New One is Growing 250%

Artificial intelligence is reshaping enterprise software as companies move past simple automation toward workflows that complete tasks, analyze spending, and take instructions in plain language. Expense management sits squarely in that shift, with providers racing to fold AI into products that help businesses control costs and strip out manual work.Shares of Expensify, Inc. (Nasdaq: EXFY) are climbing Friday after the company posted second-quarter 2026 results following Thursday's closing bell, headlined by rapid growth in its redesigned platform, a sharp swing in profitability, and an ...

Expensify Announces Q2 2026 Results

Expensify, Inc. (Nasdaq: EXFY), the easiest way to manage expenses, corporate cards, and travel, today released a letter to shareholders from Founder and CEO David Barrett alongside results for its quarter ended June 30, 2026. A Message From Our Founder This is the most exciting quarter in years...

Expensify to Announce Q2 2026 Results

Expensify, Inc. (Nasdaq: EXFY), the easiest way to manage expenses, corporate cards, and travel, today announced that the companys Q2 2026 financial results will be released after market close on Thursday, August 6th, 2026. Expensify will host a call to discuss its Q2 2026 results on Thursday...

Expensify Launches Corporate Card in Europe

Expensify, Inc. (Nasdaq: EXFY), the easiest way to manage expenses, corporate cards, and travel, today announced that the Expensify Card is available to businesses of all sizes in the UK and select European markets, including Spain, Ireland, Poland, and the Netherlands. The Expensify Card works...

Expensify Launches Consolidated Travel Billing to Simplify How Companies Pay for Business Travel

Expensify, Inc. (Nasdaq: EXFY), the easiest way to manage expenses, corporate cards, and travel, today announced consolidated travel billing, a new payment option for Expensify Travel that enables businesses to centrally manage travel spend without issuing corporate cards to every traveler or...

Expensify's AI Expands to Expense Automation, Spend Insights, and Agents

Expensify, Inc. (Nasdaq: EXFY), the easiest way to manage expenses, corporate cards, and travel, today announced expanded capabilities for Concierge AI, enabling customers to configure their Expensify accounts, automate expense management tasks, and analyze spend using natural language through...

Expensify Buybacks 6.05 Mln Shares At $1.20/shr In Tender Offer

(RTTNews) - Expensify, Inc. (EXFY), an expense management software company, on Friday announced the final results of its modified Dutch auction tender offer to purchase up to $25 million of its Class A common stock...

Expensify, Inc. Announces Final Results of Tender Offer

Expensify, Inc. (Nasdaq: EXFY) (the Company), the easiest way to manage expenses, corporate cards, and travel, today announced the final results of its modified Dutch auction tender offer (the Tender Offer) to purchase for cash up to $25,000,000 of its outstanding shares of Class A common stock...

Expensify, Inc. Announces Preliminary Results of Tender Offer

Expensify, Inc. (Nasdaq: EXFY) (the Company), the easiest way to manage expenses, corporate cards, and travel, today announced the preliminary results of its modified Dutch auction tender offer (the Tender Offer) to purchase for cash up to $25,000,000 of its outstanding shares of Class A common...

Expensify Launches MCP for AI-powered Expense Management

Expensify, Inc. (Nasdaq: EXFY), the easiest way to manage expenses, corporate cards, and travel, today announced the launch of the Expensify MCP, a new integration that allows AI assistants including ChatGPT, Claude, Cursor, OpenClaw, and other MCP-compatible clients to securely access and analyze...

Expensify, Inc. engages in the provision of a cloud-based expense management software platform that helps the smallest to the largest businesses simplify the way they manage money. Its products include receipt scanning, expense management, travel, Expensify card, BYOC, global reimbursements, integrations, and other related products. The company was founded by David Barrett and Witold Stankiewicz on May 1, 2008 and is headquartered in San Francisco, CA.

Expensify Inc - Ordinary Shares - Class A

Bullish 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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