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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is experiencing a massive sell-off following a significant earnings miss and weak forward guidance, triggering intense investor frustration and widespread calls for a management overhaul. The community is actively debating whether the stock is a deep-value turnaround play given its remaining cash position or a terminal failure as growth concerns and executive turnover dominate the conversation.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is trending as investors pivot toward value plays, with community members actively discussing a potential short squeeze fueled by significant institutional ownership and high short interest ahead of the upcoming earnings release. Traders are closely monitoring the new management team's growth strategy while debating whether buyout speculation and dividend reliability justify a long-term position despite recent downward pressure.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is facing heightened scrutiny and market volatility as investors weigh disappointing earnings expectations against the company's aggressive growth in prediction markets ahead of the upcoming NFL season. While the community remains deeply divided between those betting on a generational buying opportunity and those frustrated by persistent revenue pressure, the primary conversation revolves around whether the core sportsbook business can sustain its momentum amid intense industry competition.

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 significant volatility following its latest earnings report, which triggered a sharp sell-off despite headline beats on both revenue and earnings. The community is sharply divided, with bulls pointing to the company's strong margins and cash-rich balance sheet as reasons to buy the dip, while bears are highlighting concerns over decelerating growth guidance and insider selling as catalysts for further downside.

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 significant volatility and downward pressure after missing top and bottom-line estimates for the second quarter, fueling intense debate over the brand's long-term growth trajectory. Investors are actively split, with many questioning management's strategy regarding SKU optimization and the core brand's performance, while others are eyeing the sharp decline as a potential entry point for a long-term turnaround play.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune is facing intense investor scrutiny as the silence following its PDUFA date for RP1 stretches, fueling intense speculation between a potential third CRL or a complex conditional approval. Community sentiment remains deeply divided, with bulls pointing to the positive AdCom vote as proof of pending success, while skeptics emphasize the lack of communication, underlying trial design concerns, and the high probability of immediate dilution if a commercial launch proceeds.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is experiencing a significant surge in trading activity following an earnings report that beat revenue and EPS expectations while offering aggressive full-year guidance. Investors and community members are actively debating the company's valuation versus its role as an essential infrastructure layer for the 'Agentic Internet,' with many focused on how its AI-driven enterprise demand stacks up against broader sector volatility.

Iovance Biotherapeutics, Inc. is a biopharmaceutical company, which engages in the development and commercialization of cell therapies as novel cancer immunotherapy products. Its lead product candidate, LN-144 for metastatic melanoma, is an autologous adoptive cell therapy utilizing tumor-infiltrating lymphocytes (TIL), which are T cells derived from patients' tumors. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance Biotherapeutics is trending after reporting record quarterly revenue that significantly exceeded analyst expectations, signaling a successful commercial ramp for its flagship therapy. The community is actively discussing the company's strong margin improvements, an optimistic pipeline outlookparticularly in lung cancer indicationsand the potential for a massive short squeeze given the stock's high short interest.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing high volatility and speculative momentum as investors speculate on potential U.S. restrictions regarding Chinese-made optical transceivers for AI infrastructure. The community is actively debating the company's valuation, manufacturing capacity expansion, and the sustainability of recent price action leading up to their upcoming earnings release.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian is experiencing strong bullish momentum following a solid earnings report that beat analyst estimates, fueling a significant recovery in investor confidence. Community members are actively debating the sustainability of this rally, with many pointing to the company's cloud growth and AI integration as evidence that the broader "SaaS-pocalypse" narrative is overblown.

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UBS analyst Nora Min has earlier highlighted the company's position as China's third-largest smart cockpit producer by sales volume.


Geely Automobile Holdings Ltd. operates as an investment holding company, which engages in the research, production, marketing and sale of sedans and related automobile components. It operates through the following geographical segments: People's Republic of China, Eastern Europe, Pan Europe, Asia Pacific, Middle East, Latin America, Africa, and Other Countries. The Pan Europe geographical segment includes the Netherlands, Sweden, and France. The company was founded on January 1, 1973 and is headquartered in Hong Kong.

Geely Automobile Holdings Ltd.

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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