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Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Run is trending as investors digest the recent Q2 earnings report and a series of high-profile infrastructure contracts, while the community remains divided over whether the current price action is driven by fundamental growth or a potential warrant-driven pump ahead of an upcoming redemption deadline.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is facing intense downward pressure as investors rotate out of semiconductor stocks, intensified by broader market volatility and sensitivity to high valuations. The community is sharply divided, with some investors panic-selling over macroeconomic concerns while others aggressively buy the dip, pointing to the company's critical role in the long-term AI infrastructure build-out.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

Unusual Machines is surging as investors closely monitor government efforts to boost domestic drone manufacturing and national security through aggressive new tariffs on foreign imports. The community is actively debating the stock's long-term defense contracts and recent executive compensation plans, while weighing the company's growth against its ongoing capital-intensive scaling phase.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is trending as investors debate its valuation relative to NAV ahead of the August lockup expiration, with the community polarized between bullish believers in its private AI exposure and bearish critics citing the fund's significant premium and closed-end structure.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending due to significant institutional accumulation ahead of a Q4 BLA filing, with the community actively discussing potential buyout interest and the transformative impact of its prostate cancer data. Investors are focused on the company's strong cash position and the upcoming presentation of new biomarker data at the ASTRO meeting, which many view as a key catalyst to solidify the firm's valuation.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is facing significant downward price pressure following a rating downgrade from Bank of America, which cited concerns over CFO turnover and credit risks, though many in the community are dismissing the news as a tactical manipulation to accumulate shares at a discount. The stock's valuation has become a focal point of discussion, with investors debating whether the current sell-off is an overreaction to management changes or a fundamental shift in the company's growth narrative.

Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. The firm delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. It operates through the Cloud Applications segment. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday stock is seeing significant volatility driven by reports that private equity firm Silver Lake is in talks to acquire the company. Investors are actively debating the potential valuation gap and the broader implications for the software sector, with some viewing the move as a validation of SaaS value against AI disruption fears while others remain skeptical about the deal's finality.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is trending following the announcement of a multiyear partnership with the Washington Commanders, sparking community excitement about potential defense-related demand. Investors are actively debating the company's valuation, upcoming revenue targets, and its ability to secure major government contracts in a competitive defense-drone sector.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is surging as investors react to a highly bullish Investor Day presentation, where management outlined strong long-term revenue growth and a commitment to return 100% of excess cash to shareholders. The community is heavily focused on the company's new High Bandwidth Flash technology and multi-year supply agreements, which have ignited debates about whether these developments finally end the cyclicality that has historically pressured the stock.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group Corp. is facing intense scrutiny as a federal lawsuit challenges the company's paid API service, with critics alleging it provides unfair market-moving information to high-frequency traders. Investors are also reacting to broader concerns over the administration's tariff policies, persistent regional instability in the Middle East, and ongoing debates within the community regarding the stock's long-term viability and governance.

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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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