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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 integration of its Northern Data acquisition, which has positioned the company as a significant player in AI infrastructure with 22,000 Nvidia GPUs and substantial data center power capacity. The community is actively debating the company's valuation, high short interest, and the anticipation of formal revenue guidance alongside upcoming Q2 earnings.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

Corsair Gaming is generating significant buzz following a string of strong earnings beats and a raised guidance, with the community closely tracking its pivot toward enterprise AI hardware. Investors are currently debating the stock's potential for a short squeeze as they weigh the company's improved margins against the skepticism of trapped short sellers.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibre is generating significant buzz as investors debate whether the company's aggressive reinvestment into its Latin American e-commerce and fintech ecosystemwhich has led to margin compressionis a strategic move for long-term dominance or a signal of slowing growth. The stock's recent volatility has triggered intense community discussion regarding potential high-profile acquisition interest from major tech and retail giants, as well as debates over whether current share price levels represent a generational buying opportunity or a deeper value trap.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com is currently the subject of intense debate as traders weigh its strong fundamental growth and AI-driven operating model against broader market fears that generative AI may disrupt established SaaS business models. While some investors see the stock as deeply undervalued with a solid balance sheet, the community is sharply divided between those accumulating shares for a rebound and those cautioning that the stock could face further downside due to sector-wide sentiment.

Doximity, Inc. engages in the development and operation of an online platform for medical professionals. Its cloud-based software has the ability to enable users to collaborate with their colleagues, coordinate patient care, conduct virtual patient visits, stay up to date with the latest medical news and research, and manage their careers. The company was founded by Shari Buck, Konstantin Guericke, Nate Gross, and Jeffrey A. Tangney on April 16, 2010 and is headquartered in San Francisco, CA.

Doximity Inc - Ordinary Shares - Class A

Doximity Inc

Doximity is trending due to a massive, volatile price surge triggered by earnings and CEO commentary regarding the company's competitive position in clinical AI. The community is sharply divided, with bulls pointing to the AI narrative and potential for a continued short squeeze, while bears argue the move is a disconnected pump-and-dump that will face a sharp correction.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as institutional ownership from major firms like BlackRock and State Street surges, fueling community speculation about a potential buyout or positive data from the REGAL trial. Investors are actively debating the significance of the 80th trial event, with many hopeful that upcoming earnings and institutional accumulation signal an imminent market-moving catalyst.

Dog (Bitcoin) is a fully decentralized memecoin on the Bitcoin blockchain, backed by a community dedicated to onboarding millions of people to Bitcoin.  Dog is secured by the Bitcoin blockchain and exists on Bitcoin L1, marking a significant innovation compared to Bitcoin with just BTC. Dog is a Bitcoin Runes token with a minimal on-chain footprint, native to Bitcoin, and stored in UTXOs, just like Bitcoin.   What is the project about?  Dog does not do any paid promotion and is fully decentralized just like Bitcoin. Every influencer who chooses to post about Dog either received the airdrop or bought on secondary. Dog leverages the CC0 license to ensure that Dog is not owned by any single entity but rather by everyone. This had lead to the "DOG Army" independently creating art, apps, lotteries, plushies, websites, podcast, magazines, X account, IRL meetups, clothing lines, PFP collections, Telegram groups, and TikTok/Instagram about Dog.  What makes your project unique?  Dog was airdropped in the fairest memecoin launch ever. In early 2024, the Bitcoin Ordinals ecosystem came together in a full volunteer initiative that rewarded early adopters of the Ordinals Protocol. There was no team allocation, and 100% of the supply was airdropped for free. The airdrop algorithm favored neither whales nor influencers; it was determined by the community and made open-source for maximum transparency.

Dog (Bitcoin)

DOG is trending as investors debate its role as a Bitcoin-native asset and its potential to mirror the performance of other major meme coins within the Bitcoin ecosystem. While proponents cite its fair launch and structural alignment with Bitcoin as a foundation for long-term growth, others remain skeptical, focusing on price volatility and the risks associated with market sentiment.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech100 is facing intense volatility and selling pressure despite its core holdings in SpaceX and Anthropic, leading to community debates over whether the fund is trading at a disconnect to its true NAV. Investors are actively scrutinizing the transparency of the fund's private equity exposure and the potential impact of its recent share offerings on valuation.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI Corp. is trending due to significant momentum from recent U.S. Army contracts for SwarmOS and Gremlin-X, which has fueled community optimism about the company's role in the defense technology sector. Investors are actively discussing the firm's strategic partnerships, such as the deal with Israel Aerospace Industries, and are closely watching its progress in military procurement programs as a catalyst for a potential breakout.

Oscar Health, Inc. is a healthcare insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is trending as the stock sustains a significant multi-month rally, fueled by a successful fundamental turnaround, record profitability in Q1, and raised earnings guidance that has captured institutional attention. Community sentiment is largely bullish, with active discussions focusing on technical breakout levels toward the $30 range, the strength of the company's tech-driven platform, and successful insider accumulation that has reinforced long-term investor conviction.

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Global Blockchain Acquisition Corp. is a newly organized blank check company formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded on March 18, 2021 and is headquartered in Orlando, FL.

Global Blockchain Acquisition Corp - Ordinary Shares - Class A

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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