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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 retail investors speculate on potential global expansion announcements and upcoming earnings, with active discussions focusing on the company's regulatory challenges and the ongoing conflict between retail sentiment and short seller activity.

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 closely monitor technical support levels and high-conviction analyst price target upgrades ahead of the upcoming earnings report. The community remains focused on the platform's potential for growth through prediction markets and international expansion, while debating whether current price action represents a buying opportunity or a deeper correction.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is currently the subject of intense community debate as investors weigh the company's recent successful Starship launch and long-term space-infrastructure ambitions against significant upcoming share lockup expirations. Market participants are sharply divided, with some betting on a short-term rebound driven by institutional demand, while others caution that the combination of high valuation concerns and massive supply dilution could create sustained downward pressure.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is facing high volatility and intense retail scrutiny as investors weigh solid business growth and record loan originations against macro uncertainty and consistent selling pressure ahead of upcoming earnings. The community remains deeply divided, with many debating whether the stock's discounted valuation offers a long-term accumulation opportunity or if ongoing sentiment and short-interest headwinds will continue to suppress price performance.

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 

Investors are actively debating the sustainability of VCXs high premium to net asset value, fueled by intense community speculation surrounding the fund's private exposure to companies like Anthropic and SpaceX. The primary catalyst driving the conversation is the accelerated expiration of the lockup period for restricted shares, which has triggered sharp volatility and heightened concerns about potential selling pressure.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending as investors actively anticipate imminent Phase 3 results for the IZAR-1 trial, with community speculation heavily focused on the drug's potential for best-in-class efficacy. The stock's visibility is further amplified by widespread M&A buyout rumors and positive institutional commentary, leading to high-stakes discussion surrounding the timing of a data release.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Singapore.

Seagate Technology Holdings Plc

Seagate Technology is experiencing significant volatility as investors weigh the stock's massive year-to-date gains against concerns that it may be overextended despite continued demand in the data storage sector. The community is actively debating the company's role in the broader AI infrastructure buildout, with traders focused on technical support levels and recent institutional put activity while bulls continue to point to the long-term storage bottleneck as a primary catalyst for potential upside.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending as investors aggressively react to escalating geopolitical tensions in the Middle East, particularly following reports of attacks on oil infrastructure and merchant vessels in the Strait of Hormuz and the Red Sea. The community remains deeply divided, with many traders actively debating whether the current price surge is a sustainable reaction to supply chain disruptions or a temporary spike driven by market speculation and geopolitical uncertainty.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending as investors react to new executive orders prioritizing national quantum computing development, fueling speculation about potential government funding and long-term sector growth. While supporters point to these policy tailwinds and technological milestones, the community remains divided, with active debates centered on whether recent price action is a legitimate reversal or a pump-and-dump cycle driven by insider selling and market volatility.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing significant volatility as market participants debate the sustainability of its AI infrastructure debt and its heavy reliance on OpenAI contracts. Community sentiment remains polarized, with some investors accumulating shares as a long-term value play, while others worry about liquidity, mounting debt, and potential dilution.

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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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