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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending amid a decline in share price that has fueled intense frustration among traders regarding the company's valuation, lack of upward momentum, and management's guidance. While some investors view the current price as a buying opportunity, others are actively selling their positions, expressing skepticism about future performance and comparing the stock unfavorably to fintech peers.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies shares surged following blowout fiscal second-quarter results that easily beat analyst expectations for revenue and earnings, fueled by record AI server orders and a massive backlog. The company also significantly raised its full-year revenue and profit guidance, reinforcing investor confidence in the durability of the AI infrastructure buildout.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending following a rally to all-time highs, supported by strong institutional buy-in, positive analyst price target revisions, and ongoing demand for cybersecurity amid the AI buildout. While the community is bullish on the stock's long-term platformization strategy, debate persists over its high valuation multiples compared to smaller peers.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab stock surged after reporting strong fiscal second-quarter results that beat Wall Street expectations, characterized by robust new-customer growth and accelerating net annual recurring revenue. The results prompted a wave of positive analyst revisions, with the community reacting favorably to the record gross bookings and the durability of AI as a long-term growth catalyst.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending amid an aggressive sell-off that traders attribute to broader market volatility, geopolitical instability, and sector-wide weakness in data center stocks, despite what many consider strong company fundamentals and contract backlog. While some investors view the decline as an attractive buying opportunity and express confidence in long-term execution, others are increasingly frustrated by the lack of price momentum and negative sentiment weighing on the stock.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares dropped after reported earnings and raised guidance were met with investor disappointment regarding the company's Q3 growth outlook and Atlas revenue, which analysts noted did not show the expected AI-driven acceleration. While some traders view the pullback as a buying opportunity, others express concern over the stock's valuation relative to its growth KPIs.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is trending as traders react to rising Treasury yields, higher oil prices driven by geopolitical tensions in the Middle East, and increasing uncertainty regarding Federal Reserve interest rate decisions. The community is divided between those bracing for a broader market correction and others looking for dip-buying opportunities amidst high volatility.

Alumis, Inc. is a clinical stage biopharmaceutical company, which engages in identifying, acquiring, and accelerating the development and commercialization of transformative medicines for autoimmune disorders. It focuses on building a pipeline of molecules with the potential to address a broad range of immune-mediated diseases such as monotherapy or combination therapies. The company was founded on January 29, 2021 and is headquartered in San Francisco, CA.

Alumis Inc.

ALMS is trending following the failure of its Phase 2b trial for a systemic lupus erythematosus treatment, which led to a significant share price decline. While the market responded negatively to the missed primary endpoints, the community is debating whether the selloff is an overreaction, noting that the drug showed efficacy in a specific patient subgroup and that the company's psoriasis program remains on track for regulatory submission.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending as traders react to escalating geopolitical tensions in the Middle East following reports of fresh U.S. military strikes on Iranian targets near the Strait of Hormuz. The community remains divided, with many debating the impact of the ongoing conflict on oil supply, inflation, and interest rates, while others express skepticism regarding recent diplomatic headlines.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology shares experienced significant volatility following a fiscal first-quarter earnings beat, as investors focused on margin compression and customer concentration concerns despite strong growth and positive guidance. While traders debated the stock's valuation and the sustainability of its AI-driven revenue, retail sentiment remained largely optimistic, with many viewing the dip as a potential buying opportunity.

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FortuneX Acquisition Corp is a blank check company. It was formed to effect a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was founded on February 16, 2026 and is headquartered in New York, NY.

FortuneX Acquisition Corp. - Warrants (19/05/2031)

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Hold rates steady

Cut 25 bps

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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.

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