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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is experiencing intense volatility as investors debate the impact of the broader space sector correction versus the company's solid NASA contract backlog. Community discussion is sharply divided between those viewing the pullback as a buying opportunity ahead of potential upcoming Moon base awards and short-sellers betting on further downside.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is trending as investors debate the impact of new stablecoin competition from major financial firms against the company's long-term utility in global payments. Community sentiment remains highly polarized, with some traders actively looking for a bottom to initiate long positions, while others express concerns over insider selling and potential downside risks.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is seeing intense community debate and volatility, driven by a structural re-rating of its AI data center prospects and a significant analyst price target hike that sparked a massive technical reversal. While bulls are celebrating new all-time highs and the stock's role in the trillion-dollar club race, bears are actively warning of a potential bubble, fueling a high-stakes battle between momentum traders and skeptics.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is currently trending as investors weigh an oversold stock price against upcoming quarterly earnings, with the community actively debating whether the brand can successfully execute a turnaround. Much of the discourse centers on the new CEO's ability to shift market sentiment while participants analyze potential catalysts like World Cup apparel demand and inventory management.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber Technologies Inc. is trending as investors debate the impact of autonomous vehicle strategy shifts, particularly in light of the company's recent conclusion of its Phoenix robotaxi partnership with Waymo. Community sentiment remains polarized, with some bullish participants pointing to strong cash flow, share buybacks, and high analyst price targets, while others express deep frustration over persistent price weakness and concerns regarding long-term structural competition in the autonomous space.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is experiencing significant volatility and downward pressure as shareholders navigate the complexities of the upcoming TopBuild merger, leading to intense community debate over dilution and the stock's long-term prospects. Investors remain divided, with some viewing the current price as a strategic accumulation opportunity while others express frustration over the sustained selling and lack of immediate gains.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Walt Disney Co. is trending due to a surprisingly strong quarterly earnings report that exceeded analyst expectations for both streaming and park performance, signaling operational cohesion under new leadership. The community is actively debating the stock's long-term valuation and potential for a breakout, while weighing positive growth guidance and share buyback plans against ongoing concerns regarding consumer spending resilience and the company's historical range-bound price action.

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 as investors anticipate the imminent launch of a pivotal Phase 3 clinical trial for its lung cancer candidate, building on the company's strong clinical pipeline. The community is actively discussing the stock's potential for a significant re-rating, viewing it as a prime candidate for a major buyout by big pharma given its curative-focused immune-activating platform.

Ambarella, Inc. engages in the development of low-power system-on-a-chip (SoC), semiconductors, and software for edge artificial intelligence (AI) applications and intelligent automation. The firm's products include video security, advanced driver assistance (ADAS), electronic mirror, drive recorder, driver or cabin monitoring, autonomous driving, and other robotics applications. It operates through the following geographical segments: Taiwan, Asia Pacific, Europe, North America, and United States. The company was founded by Feng Ming Wang and Leslie D. Kohn on January 15, 2004 and is headquartered in Santa Clara, CA.

Ambarella Inc

Ambarella is trending due to significant momentum in the robotics and physical AI sectors, as investors speculate on its role as a key edge-AI hardware provider. The community is actively discussing its potential as a strategic acquisition target and debating whether to accumulate shares during pullbacks or wait for further technical confirmation of the current uptrend.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is seeing intense volatility as capital rotates into the widely anticipated SpaceX IPO, with investors debating whether the broader space sector is undergoing a healthy revaluation or suffering from liquidity siphoning. While some in the community see the recent sharp pullback as a prime accumulation opportunity at distressed valuations, others remain cautious of further downside risk until the stock finds a stable technical floor.

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Ishares III Plc - iSh USD IntrmdiateCrdtBnd UCITS ETF US Ac

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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