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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 Technologies is trending as investors react to a new AI infrastructure partnership with Nvidia, which aims to provide secure AI solutions for government and critical infrastructure clients. The community is actively debating the stock's long-term valuation, with many traders pointing to strong free cash flow projections and political visibility as catalysts for a potential reversal following recent volatility.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing strong bullish momentum driven by a recent Wedbush initiation with a significant upside price target and the company's strategic positioning at the intersection of defense and quantum technology following recent White House executive orders. The community is actively discussing a potential short squeeze and the company's unique role as a neutral-atom hardware leader, with many retail investors expressing high conviction in its long-term growth as it secures major government backing.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is generating significant community interest as investors weigh its aggressive expansion into telecommunications and energy markets against a high short interest, which continues to fuel intense debate over a potential short squeeze. Traders are closely monitoring technical support levels and upcoming earnings, with active discussions focusing on the company's patent portfolio and its ability to turn enterprise partnerships into sustained revenue growth.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack In The Box is trending as retail investors rally behind a potential short-squeeze setup, highlighting its small float, high short interest, and low market valuation. Community members are actively debating the mechanics of a squeeze, frequently drawing comparisons to other recent fast-food-sector movers and historical meme-stock surges.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors focus on its strong Phase 3 clinical data for its lead prostate cancer candidate and the recent initiation of its global Phase 3 trial for NSCLC. The community is actively discussing the stock's significant pipeline potential, high short interest, and the prospects for potential M&A activity as the company moves toward a BLA submission.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster Inc. is trending as investors react to the company's newly announced manufacturing expansion with Benchmark Electronics, which aims to scale production of its Rev8 lidar sensors to meet rising demand in robotics and physical AI applications. Community sentiment remains overwhelmingly bullish, with active discussions focusing on the company's BABA-compliant technology, strategic growth in the smart infrastructure sector, and its pivot toward becoming a foundational perception platform for autonomous systems.

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 experiencing significant downward pressure following reports that Meta Platforms may commercialize excess AI compute, sparking investor concerns over potential oversupply and increased competition for the neocloud sector. While the community remains divided between those viewing the pullback as a narrative-driven overreaction to a long-term infrastructure trend and those concerned about the erosion of competitive moats for smaller providers, sentiment remains heavily focused on the company's existing multi-year capacity contracts and the broader, supply-constrained nature of AI compute.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

Cleanspark Inc. is currently trending as investors closely watch for news of a potential data center hosting partnership or hyperscaler deal at its Sandersville facility, which continues to drive speculation despite the stock's recent volatility. The community remains deeply divided, with bulls pointing to the company's energy capacity and AI infrastructure transition as long-term catalysts, while bears remain focused on high debt levels, the absence of an official agreement, and the stock's ongoing correlation with Bitcoin price fluctuations.

Cantor Equity Partners II, Inc. is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses or entities. The company was founded on November 11, 2020 and is headquartered in New York, NY.

Cantor Equity Partners II Inc. - Ordinary Shares - Class A

Cantor Equity Partners II Inc

Cantor Equity Partners II is trending as investors prepare for its upcoming transition to Securitize, a leading tokenization infrastructure provider backed by major institutions like BlackRock. The community is actively discussing the stock's potential as a unique, publicly traded pure-play on the tokenization of real-world assets, highlighting the strategic significance of the impending ticker change to SECZ and the company's established partnerships within global finance.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave shares are facing significant volatility following reports that Meta Platforms intends to monetize its own excess AI compute capacity, sparking investor concerns over potential future competition and shifted market dynamics. While the community is debating whether this signals a genuine disruption to the 'neocloud' model or merely a short-term sentiment reaction to a massive infrastructure buildout, many long-term holders emphasize that existing ironclad, multi-year contracts provide a crucial buffer against immediate competitive threats.

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Fathom Digital Manufacturing Corp. operates as an on-demand digital manufacturing platform in North America. It is engaged in manufacturing plastic and metal additive technologies, CNC machining, injection molding and tooling, sheet metal fabrication, and design and engineering. The company was founded by Richard Stump on December 7, 2020 and is headquartered in Hartland, WI.

Fathom Digital Manufacturing Corporation - Ordinary Shares - Class A

Extremely 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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FATHFathom Digital Manufacturing Corporation - Ordinary Shares - Class A

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