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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is experiencing significant downward pressure following reports that Meta Platforms may commercialize excess AI compute, sparking investor concerns over potential oversupply and increased competition for the neocloud sector. While the community remains divided between those viewing the pullback as a narrative-driven overreaction to a long-term infrastructure trend and those concerned about the erosion of competitive moats for smaller providers, sentiment remains heavily focused on the company's existing multi-year capacity contracts and the broader, supply-constrained nature of AI compute.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster Inc. is trending as investors aggressively rotate into Physical AI infrastructure, fueled by the company's recent Build America, Buy America (BABA) compliance for its Rev8 LiDAR and a high-volume manufacturing partnership with Benchmark Electronics. The community is heavily focused on the company's role as a critical sensing layer for robotics, autonomous machinery, and smart city infrastructure, with widespread discussion around the potential for a major valuation rerating as these technologies move toward large-scale deployment.

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 is trending due to heightened community interest in its potential for a short squeeze, driven by significant short interest and optimism surrounding its international expansion and Alani Nu growth. Investors are actively debating the company's long-term valuation compared to sector competitors, with many looking toward an upcoming earnings catalyst to break the stock out of its recent consolidation.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is capturing significant attention as investors react to a new strategic partnership with Nvidia, designed to deliver secure AI solutions for critical infrastructure and government agencies. Community sentiment is deeply divided, featuring intense debates between bulls betting on massive free cash flow growth and bears who argue the stock remains overvalued and susceptible to volatility.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave shares are facing significant volatility following reports that Meta Platforms intends to monetize its own excess AI compute capacity, sparking investor concerns over potential future competition and shifted market dynamics. While the community is debating whether this signals a genuine disruption to the 'neocloud' model or merely a short-term sentiment reaction to a massive infrastructure buildout, many long-term holders emphasize that existing ironclad, multi-year contracts provide a crucial buffer against immediate competitive threats.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing heightened market interest driven by an Outperform rating from Wedbush and a significant federal push for domestic quantum infrastructure through new executive orders. The community is actively discussing the stock's potential as a defense and space-tech player, with many members interpreting recent price volatility as a result of institutional accumulation and efforts to shake out short sellers.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as investors anticipate upcoming global expansion news and potential catalysts in July, with community members actively discussing the company's NK cell platform and its potential to disrupt traditional cancer treatments. Bullish sentiment is heavily fueled by high short interest and anticipation of a potential squeeze, as supporters rally around the company's progress in clinical trials and manufacturing infrastructure.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is generating significant community interest as investors weigh its aggressive expansion into telecommunications and energy markets against a high short interest, which continues to fuel intense debate over a potential short squeeze. Traders are closely monitoring technical support levels and upcoming earnings, with active discussions focusing on the company's patent portfolio and its ability to turn enterprise partnerships into sustained revenue growth.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack In The Box is trending as retail investors rally behind a potential short-squeeze setup, highlighting its small float, high short interest, and low market valuation. Community members are actively debating the mechanics of a squeeze, frequently drawing comparisons to other recent fast-food-sector movers and historical meme-stock surges.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending as traders react to a wave of bullish analyst initiations, including a new Buy rating from BTIG, while ongoing product expansion into prediction markets, crypto, and international banking drives significant social media volume and investor optimism regarding long-term growth. The stock remains a high-beta focal point as the community debates whether upcoming events and unique offerings like 'Trump Accounts' will serve as a catalyst for sustained momentum.

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Can Eli Lilly's New Drugs Fuel Growth Beyond Its GLP-1 Blockbusters?

LLY is expanding its revenue base beyond Mounjaro and Zepbound with new launches and label expansions that can strengthen long-term growth.

Can Wegovy Pill's Europe Push Help NVO Offset Mounting Pressures?

Wegovy pill's U.K. approval gives Novo Nordisk its first European launch path ahead of wider EU approval as it seeks growth amid mounting pricing and competitive pressures.

Novo Nordisk Gains 7% in a Week: How Should Investors Play the Stock?

NVO stock jumps 7% in a week on U.K. approval of oral Wegovy and positive commercial updates, but competition and 2026 pressure cloud near-term outlook.

Can Eli Lilly's Clinical Momentum Keep the Stock at Record Highs?

LLY stock hits a new all-time high as data from phase III studies show Foundayo outperforming rivals and retatrutide delivering strong weight-loss and diabetes results.

Can Wegovy Pill's Rapid Uptake Give Novo Nordisk an Edge Over LLY?

NVO's oral Wegovy launch is off to a blistering start, topping 3 million prescriptions in five months and drawing many first-time GLP-1 users.

Can Eli Lilly's 2026 Acquisition Spree Diversify Growth Beyond GLP-1s?

LLY's 2026 deal-making spree spans vaccines, oncology and neuroscience, aiming to diversify growth beyond GLP-1s amid rising obesity competition.

LLY Rises 14% in a Month: Should You Hold as Obesity Growth Continues?

Eli Lilly stock gains 14% in a month as strong Q1 results, obesity drug coverage expansion and promising retatrutide data fueled momentum. 

LLY Stock Gains 4% to All-Time High: Is Obesity Access the Catalyst?

Eli Lilly hits a record high after CVS expands coverage for Foundayo and Zepbound, boosting obesity drug access and raising the stakes in its rivalry with NVO.

LLY, NVO Stocks Led May’s GLP-1 Rally — But This Smaller ‘Differentiated Player’ Got A Bold 160% Upside Call 

Equity

Truist called Viking a “differentiated player” in the crowded obesity market, highlighting its flagship VK2735 candidate and dual oral-plus-injectable GLP-1 strategy.

Can EU Label Expansions of NVO's GLP-1 Drugs Spur Sales Growth?

Novo Nordisk's EU label expansions may widen semaglutide use and boost volumes, but pricing pressure and Lilly rivalry can limit recovery.

Structure Therapeutics, Inc. is a clinical stage global biopharmaceutical company, which engages in developing novel oral therapeutics to treat a wide range of chronic diseases with unmet medical needs. Its pipeline includes Aleniglipron GSBR-1290, ACCG-2671, GIPR, GCGR, ANPA-0073, and LTSE-2578. The company was founded by Raymond C. Stevens in 2016 and is headquartered in South San Francisco, CA.

Structure Therapeutics Inc - ADR

Bullish 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	-$0.38	--	--	N/A
Q1 '26	-$0.35	--	--	N/A
Q4 '25	$0.02	--	--	N/A
Q3 '25	-$0.38	-$0.37	1.40%	BEAT
Q2 '25	-$0.34	-$0.36	-5.04%	MISSED

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GPCRStructure Therapeutics Inc - ADR

Upcoming Earnings: Q2 '26

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