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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 currently trending as investors weigh significant long-term infrastructure contracts against recent share price volatility, with the community actively debating whether the stock's performance reflects genuine sector headwinds or tactical manipulation by market makers. Sentiment remains deeply divided between long-term holders citing institutional accumulation and foundational data center partnerships, and skeptics who are frustrated by the stock's inability to maintain gains compared to its peers.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is facing significant downward pressure as a landmark legal trial begins in California, where states are seeking massive penalties over alleged addictive features targeting children. While some in the community argue that the company is a compelling long-term value play, many retail traders are expressing deep frustration over recent price volatility and concerns that prolonged litigation could force a cut to essential AI infrastructure spending.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is facing intense downward pressure as investors express widespread frustration with management's strategic execution and executive compensation. The community remains deeply divided, with bearish voices highlighting a lack of significant AI data center deals compared to industry peers, while bulls are focused on potential long-term value from the company's energy infrastructure and digital asset holdings.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Mining is seeing heavy volatility as investors weigh potential regulatory impacts from Texas power grid audits against its role as a key infrastructure provider for hyperscalers. The community remains deeply divided, with many aggressively buying what they view as a discounted, long-term opportunity while others express significant frustration over erratic price swings and a lack of immediate catalysts.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is trending following the announcement of a major hardware leasing partnership with Apple, which has sparked significant debate between investors viewing the deal as a massive long-term growth catalyst and those concerned by the stock's volatile price action. The community is actively discussing the company's valuation, recent guidance updates, and leadership transitions, with many traders debating whether the current sell-off presents a buying opportunity or signals further downside risks.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is facing intense investor backlash as the stock struggles to track Bitcoin's recent price action, with many participants pointing to ongoing equity dilution and concerns over the executive chairman's capital allocation strategy. Community sentiment is deeply polarized, characterized by frustrated retail investors calling for a divestment from what they view as a complex and inefficient proxy, while others remain committed to the long-term Bitcoin treasury thesis despite the stock's persistent decoupling.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending as investors brace for high-stakes earnings, with the community deeply divided between bullish retail traders anticipating a short squeeze and bearish voices alleging systemic financial fraud and regulatory risk. Conversation is dominated by intense debates over the sustainability of unit economics, the influence of related-party loan structures, and skepticism toward analyst price targets amid ongoing federal scrutiny.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is currently under intense pressure following an earnings miss that disappointed investors, sparking active community debates over its valuation compared to its significant cash reserves. While some traders are attempting to bottom-fish the stock as a deep-value AI play, others remain highly skeptical, pointing to the ongoing decline in legacy search revenue and the lack of clarity surrounding a potential chip unit IPO.

Fabrinet engages in the provision of optical packaging and electronic manufacturing services to original equipment manufacturers. The firm's engineering services include process design, failure analysis, reliability testing, tooling design, and real-time traceability system. Its manufacturing operations offer sensors, subsystems, customized optics, and optical modules and components. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinet is currently seeing significant selling pressure as investors react to concerns over rising inventory levels, capital expenditure, and cooling margins despite the company reporting a revenue beat and raised guidance. The community is deeply divided, with many retail participants viewing the sharp decline as a classic overreaction and a long-term buying opportunity, while others express frustration over the stock's tendency to drop following positive earnings reports.

Amylyx Pharmaceuticals, Inc. is a biotechnology company focused on the discovery and development of therapies for diseases with significant unmet medical need, with an emphasis on endocrine and neurodegenerative disorders. Its program, avexitide, is a once-daily GLP-1 receptor antagonist being developed for the treatment of post-bariatric hypoglycemia. Amylyx’s pipeline also includes investigational programs targeting Wolfram syndrome and amyotrophic lateral sclerosis (ALS). The company was founded by Joshua Cohen and Justin Klee in 2013 and is headquartered in Cambridge, MA.

Amylyx Pharmaceuticals Inc

Amylyx Pharmaceuticals is rallying following a breakthrough Phase 3 trial result for its lead candidate, avexitide, which successfully met all primary and secondary endpoints in patients with post-bariatric hypoglycemia. The community is actively discussing the stock's significant price momentum, potential institutional accumulation, and the prospect of a high-value acquisition by larger pharmaceutical firms.

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GE Vernova's Wind Business Just Fell 40%. Nobody's Talking About It Because of the Gas Turbine Boom.

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GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Stock Ends Lower Despite GE Aerospace Scoring Two Aviation Wins At Farnborough

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GE Stock Price Today - GE Aerospace News, Charts, Retail 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? 
 
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