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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 Platforms is surging following reports that the company plans to significantly scale up its AI infrastructure, including in-house chip manufacturing and a massive expansion of computing capacity. The community is buzzing with debate over whether this represents a strategic pivot toward becoming a dominant AI infrastructure utility or an unsustainable increase in capital expenditure.

Roundhill ETF Trust - Roundhill Memory ETF

The DRAM ETF is trending as investors brace for the historic U.S. Nasdaq debut of SK Hynix, a key industry player, which has seen overwhelming institutional demand. Market participants are actively debating whether this highly anticipated listing will act as a major catalyst for a sector-wide rally or trigger a "sell the news" event following recent volatility in memory stocks.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi LLC is trending as investors respond to a $350 million convertible note offering and capped call transactions, which are being viewed by the community as a strategic capital raise to reduce dilution and support infrastructure growth. While some remain skeptical due to past governance conflicts and the lack of a signed tenant, bulls are actively discussing heavy call option activity as a potential signal that institutional buyers anticipate an imminent infrastructure deal.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. (UAMY) is trending as investors monitor the company's recent operational updates, including the commissioning of new facilities and active shipments under a Department of Defense supply contract. Community discussion centers on the company's vertical integration in the critical minerals supply chain, with active debate regarding near-term production milestones, potential short-squeeze dynamics, and the broader impact of defense-related industrial policies.

nLIGHT, Inc. engages in the provision of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications. It operates through the Laser Products and Advanced Development segments. The Laser Products segment designs, manufactures, and sells a range of semiconductor lasers and fiber lasers that are typically integrated into laser systems or manufacturing tools built by customers. The Advanced Development segment focuses on research, design, and prototyping of next-generation laser technologies, leveraging expertise in laser technology, development, beam control, and advanced optics. The company was founded by Scott H. Keeney, Mark DeVito, and Jason Farmer in June 2000 and is headquartered in Camas, WA.

nLIGHT Inc

nLIGHT is seeing significant investor attention and upward momentum driven by its pivotal role in the defense sector, specifically its involvement in high-energy laser weapon systems for directed-energy applications. The community is actively discussing the stock's potential as a pure-play leader in advanced photonics, with strong interest in its role in modern counter-drone and missile defense technology amidst rising geopolitical demand.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is trending as investors monitor high trading volume and a potential breakout setup driven by anticipation surrounding a major housing bill. While some community members remain skeptical, many are actively discussing a possible short squeeze and positive momentum shifts following the stock's inclusion in the Russell 3000 index.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is trending as investors monitor it as a potential high-growth, undervalued acquisition target in the cybersecurity space, bolstered by positive analyst sentiment ahead of earnings and strong partnerships with cloud giants. The community is actively discussing the stock's significant valuation discount relative to major sector peers like CrowdStrike and Palo Alto Networks, with many speculating that its best-in-class AI technology makes it a prime candidate for a strategic buyout.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending as investors weigh strong fundamental performance and aggressive capacity expansion against geopolitical volatility in the Strait of Hormuz. While some community members remain focused on the potential for a short-term squeeze and elevated liquefaction fees, others are emphasizing the company's long-term growth story, institutional backing, and strategic importance to global energy security.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is trending following the appointment of former Disney executive Alisa Bowen as the new CEO, signaling a major leadership shake-up that investors hope will reset the company's strategic direction. The community is actively debating whether this hire indicates a potential turnaround or a deeper integration with Disney's broader sports streaming interests.

Johnson & Johnson is a holding company, which engages in the research, development, manufacture, and sale of products in the healthcare field. It operates through the Innovative Medicine and MedTech segments. The Innovative Medicine segment focuses on immunology, infectious diseases, neuroscience, oncology, cardiovascular and metabolism, and pulmonary hypertension. The MedTech segment includes a portfolio of products used in interventional solutions, orthopaedics, surgery, and vision categories. The company was founded by Robert Wood Johnson I, James Wood Johnson, and Edward Mead Johnson Sr. in 1887 and is headquartered in New Brunswick, NJ.

Johnson & Johnson

Johnson & Johnson is currently trending as a defensive anchor for investors rotating out of high-beta tech, with community sentiment bolstered by consistent dividend growth and a strong pipeline in medical technology and oncology. Traders are actively monitoring potential FDA developments and institutional accumulation patterns, while keeping a close eye on the stock's consolidation near all-time highs.

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GridAI Technologies Corp. is a diversified technology and life sciences company, which engages in the research and development of targeted, non-systemic therapies for the treatment of patients with gastrointestinal diseases. Its pipeline includes Latiglutenase, Capeserod, Adrulipase, and Niclosamide. The company was founded on January 30, 2014 and is headquartered in Boca Raton, FL.

GridAI Technologies Corp.

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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