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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 trending following a significant revenue beat and raised full-year guidance, fueling intense community discussion about a potential short squeeze given the stock's high short interest. Investors are closely watching the stock's ability to maintain its momentum as they anticipate the upcoming LivePerson acquisition and continued enterprise adoption of the company's agentic AI platform.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is currently the center of intense debate as traders weigh the massive upcoming lock-up expiration against the company's long-term growth narrative. The community is sharply divided, with many anticipating a price correction due to the influx of newly tradable shares, while others are positioning for a potential squeeze or viewing current volatility as a buying opportunity.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is facing significant downward price pressure and intense community debate following a weak earnings report that highlighted margin concerns and delivery delays. While some investors remain bearish due to the company's inability to consistently convert its record backlog into profitable revenue, others are aggressively buying the dip, banking on long-term demand from AI data centers and hyperscaler partnerships to trigger a recovery.

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 shares experienced a significant decline following mixed Q2 results and softer-than-expected guidance, sparking intense debate among investors about the sustainability of its growth at premium valuations. While many in the community are treating the drop as an overreaction and a potential buying opportunity given the company's strong AI advertising momentum, others are concerned about decelerating growth and increasing competitive pressure in the ad-tech sector.

Nintendo Co., Ltd. engages in the development, manufacture, and sale of home entertainment products. Its entertainment products include portable and console game machines and software, trump cards and Karuta (Japanese-style playing cards), multinational consumer electronics, home console hardware such as Nintendo Wii, Nintendo DS, Nintendo 3DS, as well as software for handheld and home console gaming machines. The company was founded by Fusajiro Yamauchi on September 23, 1889 and is headquartered in Kyoto, Japan.

Nintendo Co. Ltd - ADR

Nintendo is currently experiencing significant market volatility driven by concerns over rising memory costs and the impact of global trade tariffs on hardware margins. Despite these headwinds, the community remains divided between long-term investors highlighting the strength of Nintendo's iconic IP and balance sheet, and skeptical traders focused on recent earnings disappointments and hardware pricing pressures.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is generating significant community conversation as traders weigh its rapid network utility and AI-driven growth against concerns over token supply inflation and broader market volatility. Investors remain divided, with many actively utilizing staking strategies during consolidation while keeping a close eye on critical support levels and upcoming legislative catalysts.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is currently facing significant volatility following a three-billion-dollar equity offering, which has sparked intense debate among investors regarding potential dilution versus long-term growth opportunities in AI infrastructure. While the community is split between frustration over the price drop and confidence in management's expansion strategy, many are viewing the dip as a potential buying opportunity for the AI-exposed stock.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is experiencing heightened community activity as investors position themselves for a significant earnings release, with many viewing the current price as an undervalued entry point despite ongoing concerns about short interest and margin pressure. Sentiment is polarized between bullish participants anticipating a short squeeze fueled by strong Alani Nu growth and skeptics focusing on institutional selling and sector competition.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital shares are trending after a significant post-earnings sell-off, driven by investor disappointment over guidance that failed to meet ultra-bullish expectations despite a top and bottom-line beat. The community remains deeply divided, with some investors highlighting the stock as a prime accumulation opportunity due to strong long-term AI-driven storage demand, while others fear a cyclical peak and structural headwinds.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing high volatility as investors weigh strong earnings growth and AI adoption against concerns regarding high valuations, stock-based compensation, and a significant upcoming lock-up expiration. Community sentiment is deeply divided, with many traders focused on the stock's high short interest and potential for a squeeze while others remain wary of long-term dilution and competitive pressure from AI models.

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Neutral 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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