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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Investors are closely watching the massive expiration of the initial lock-up period, which makes nearly a billion insider shares eligible for sale. While the community is deeply divided between those bracing for a potential supply-driven sell-off and bulls who view the stock as a long-term infrastructure play, the active discussion centers on whether this liquidity event is already priced in or if the increased float will trigger significant volatility.

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 experiencing significant market interest following a strong earnings report that featured a revenue beat and upwardly revised guidance. The community is heavily focused on the stock's massive short interest and substantial options open interest, fueling widespread speculation about a potential short squeeze as traders target higher price levels.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is facing significant volatility as investors weigh a record backlog of $6.4 billion against persistent concerns over shrinking gross margins and manufacturing delays. While some community members view the sharp sell-off as a compelling long-term entry point for AI-linked energy infrastructure, others remain critical of management's execution and the ongoing reliance on contract manufacturers.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is actively trending following the official close of its SkyWater Technology acquisition and the receipt of significant new contracts from DARPA and the NRO. The community is focused on the potential for increased revenue recognition and strengthened defense partnerships, with many debating the impact of upcoming earnings as a pivotal catalyst for the stock's future trajectory.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is seeing heightened volatility and intense social media debate following the company's announcement of a debt-for-equity exchange, which has triggered mixed reactions regarding potential dilution versus long-term balance sheet improvements. Investors are actively scrutinizing the firm's strategic focus, specifically regarding ongoing speculation about a potential eBay acquisition and the long-term vision of management.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending as investors react to a strong earnings report that topped revenue estimates, supported by positive analyst upgrades and management's commitment to share buybacks. The community is actively debating the sustainability of this rally, with some participants noting high conviction in the company's AI-driven growth strategy while others express skepticism regarding valuation and potential margin pressures.

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 facing intense volatility as investors weigh spectacular earnings and a significant stock buyback program against concerns regarding forward guidance and the sustainability of cyclical memory demand. The community is sharply divided, with bulls pointing to long-term data center contracts as a structural floor for value, while bears warn that the stock remains overextended and susceptible to further downside pressure.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is facing significant selling pressure as investors rotate out of memory and storage stocks amid broader semiconductor weakness and concerns over long-term AI demand sustainability. While the community is debating whether this is a temporary cyclical pullback or the end of the AI-driven memory cycle, many are focused on the upcoming earnings results as the primary catalyst to determine if the storage demand narrative remains intact.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is currently drawing intense community focus as traders debate whether its proprietary Vector ad engine is successfully capturing market share from competitors like AppLovin. Investors are closely monitoring its technical performance and potential for a fundamental turnaround, with recent analyst target upgrades fueling bullish sentiment despite persistent skepticism regarding its near-term price volatility.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin shares faced a sharp after-hours sell-off as investors reacted to a slight revenue miss and cautious third-quarter guidance despite a strong earnings beat. Community sentiment remains divided between those concerned about decelerating growth and those viewing the drop as a temporary overreaction for a cash-flow-positive company.

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Happen (HAPN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for Happen (HAPN) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Happen (HAPN) Surpasses Q2 Earnings and Revenue Estimates

Happen (HAPN) delivered earnings and revenue surprises of +19.05% and +2.14%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Happen, Inc. Reports Second Quarter 2026 Results

Happen, Inc. Reports Second Quarter 2026 Results Happen, Inc. Reports Second Quarter 2026 Results PR Newswire SAN FRANCISCO, July 27, 2026 Record $75.7 Million Pre-Tax Income,15.1% ROE, and 15.9% ROTCEGrew Originations 29% Year-over-Year; Increased Diluted EPS 52% Year-over-Year to...

Happen, Inc. Schedules Second Quarter 2026 Earnings Release and Conference Call

Happen, Inc. Schedules Second Quarter 2026 Earnings Release and Conference Call Happen, Inc. Schedules Second Quarter 2026 Earnings Release and Conference Call PR Newswire SAN FRANCISCO, July 7, 2026 SAN FRANCISCO, July 7, 2026 /PRNewswire/ -- Happen, Inc.(Nasdaq: HAPN) formerly LendingClub...

SOFI Innovation: Are Coach and Composer the Next Growth Layer?

SoFi Technologies' AI push with Coach and Composer aims to deepen member engagement as rapid user, product and revenue growth strengthens its financial ecosystem.

SOFI Expands Lending: Can Small Business Loans Boost Growth?

SOFI broadens its lending business with small business loans up to $250,000, aiming to deepen member relationships as record loan growth fuels expansion.

LendingClub Officially Becomes Happen Bank, Marking a New Chapter for the Digital-First Bank

LendingClub Officially Becomes Happen Bank, Marking a New Chapter for the Digital-First Bank LendingClub Officially Becomes Happen Bank, Marking a New Chapter for the Digital-First Bank PR Newswire SAN FRANCISCO, June 22, 2026 Begins trading on Nasdaq under the ticker symbol "HAPN"SAN FRANCISCO...

$HAPN Q2 '26 Earnings Results & Recap

Happen, Inc. expects third quarter 2026 loan originations of $3.20B to $3.35B with diluted EPS of $0.43 to $0.48, and full year 2026 loan originations of $12.2B to $12.6B.

Happen, Inc. operates as a bank holding company that provides financial and lending services. The company offers deposit products including savings accounts, checking accounts, and certificates of deposit, and provides consumer loan products such as unsecured loans, fixed-rate and fixed-term loans, secured auto refinance loans, personal loans for credit card refinancing and debt consolidation, and financing for health and wellness, home improvement, retail services, and large expenses. The company also offers commercial lending including small business loans and SBA loans. In addition, it operates a lending marketplace platform. It caters to individual consumers and small businesses. Happen, Inc. was formerly known as LendingClub Corporation and changed its name to Happen, Inc. in June 2026. The company was incorporated in 2006 and is headquartered in San Francisco, California.

Happen Inc.

Bearish 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
Q3 '26	$0.46	--	--	N/A
Q2 '26	$0.42	$0.50	19.50%	BEAT
Q1 '26	--	$0.44	--	N/A

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