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Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is rallying as the company reported a delivery beat and raised its full-year guidance, fueling community optimism about the R2 launch and production scaling. Despite the positive momentum, investors remain intensely focused on the firm's path to profitability and whether these latest figures signal a sustained fundamental shift or another short-term squeeze opportunity.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing high volatility as investors weigh the stock's long-term potential in the AI memory supply chain against recent price fluctuations and concerns over upcoming semiconductor sector listings. Despite these headwinds, the community remains intensely focused on the stock's fundamental strength, evidenced by ongoing strategic partnerships with automotive leaders and strong pricing power within the DRAM cycle.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is seeing a significant surge in trading volume and bullish sentiment as community members discuss a potential breakout driven by Russell 3000 index inclusion and anticipation of a major housing policy catalyst. Investors are actively debating the company's long-term potential, with many highlighting technical setups like bull flags and cup-and-handle formations as evidence that the stock is finally emerging from a long period of consolidation.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending following a massive, 20-year lease deal with Anthropic that validates its pivot into AI-focused infrastructure. While the announcement spurred significant volume and excitement, community sentiment is currently split between bulls anticipating a long-term re-rating and short-term traders frustrated by volatility and recent bearish price action.

Roundhill ETF Trust - Roundhill Memory ETF

Roundhill Memory ETF is facing significant volatility as investors digest conflicting signals regarding global semiconductor supply and demand, with the community split between viewing the pullback as a buying opportunity in a multi-year memory supercycle and fearing a cyclical correction. Investors are particularly focused on incoming earnings from key industry players and the upcoming U.S. listing of major memory producers, which are expected to act as critical catalysts for the sector's next move.

Direxion Shares ETF Trust - Direxion Daily MSCI South Korea Bull 3X ETF

Direxion Daily South Korea Bull 3X Shares

KORU is facing intense volatility as traders react to a massive sell-off in the South Korean market, exacerbated by regulatory concerns over leveraged single-stock ETFs and a potential rebalancing of national pension holdings. The community is deeply divided, with some investors bracing for further downside while others are actively seeking entry points, banking on the long-term demand for memory chips to drive an eventual recovery.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is seeing intense volatility as investors debate whether the current memory cycle is peaking or merely entering a new phase of long-term AI-driven demand. While some in the community are warning of a bubble and technical overextension, many others are dismissing the price swings as orchestrated shakeouts and capitalizing on the dip in anticipation of strong upcoming earnings.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bull 3X Shares (SOXL) is facing intense volatility as the community debates whether the recent pullback represents a healthy reset for the semiconductor sector or the beginning of a larger correction driven by AI overbuild concerns. Investors are closely monitoring Samsung's strong preliminary earnings and upcoming industry catalysts, while navigating significant bearish sentiment and active debate regarding the sustainability of the AI-driven rally.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is seeing significant market attention following a strategic partnership with Palantir to integrate its AI marketing infrastructure with Palantir Foundry, a move that the community expects could drive substantial long-term revenue growth. Investors are actively debating the stock's valuation, with bullish sentiment driven by the company's consistent growth and expansion into AI-native enterprise workflows, while some remain cautious about volatility and the competitive software landscape.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is under pressure as retail investors react to recent insider share sales and headline-driven volatility regarding slowing sales and margin concerns. Meanwhile, the community remains actively divided, with many debating the company's long-term dominance in essentials against short-term price action and management's transparency.

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Filana Therapeutics, Inc. engages in the development of novel drugs and diagnostics. It focuses on developing product candidates intended for the treatment of Alzheimer’s disease, including PTI-125 and PTI-125Dx. The company was founded by Remi Barbier in May 1998 and is headquartered in Austin, TX.

Filana Therapeutics Inc

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	-$0.22	--	--	N/A
Q1 '26	-$0.23	-$0.21	8.70%	BEAT
Q4 '25	-$0.30	-$0.26	13.33%	BEAT
Q3 '25	--	-$0.22	--	N/A

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FLNAFilana Therapeutics Inc

Upcoming Earnings: Q2 '26

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