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Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia shares are trending as investors weigh significant earnings growth in AI and cloud segments against broader tech market volatility, with the community closely tracking the upcoming earnings report for signs of sustained infrastructure demand. While some are concerned about the stock's recent downward momentum, bullish traders are highlighting institutional insider buying and key partnerships as reasons to maintain a long-term position ahead of the next financial update.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending after reporting strong revenue growth and an 82% surge in Google Cloud, though the stock faced volatility as investors weighed significant increases in AI capital expenditure against high unrealized investment gains. The community remains divided, with bulls pointing to the company's long-term dominance in AI and cloud infrastructure, while bears are expressing concern over negative free cash flow and aggressive spending levels.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing significant downward pressure as investors react to a bottom-line earnings miss and management's guidance of sustained high capital expenditures for AI and robotics development. The community remains deeply polarized, with bears focusing on margin compression and speculative growth narratives, while long-term bulls continue to debate the future potential of autonomous technology and humanoid robotics.

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 trending as retail investors weigh the stock's volatility against the upcoming Starship Flight 13 test and anticipation for the first-ever earnings release in August. The community is sharply divided, with bulls pointing to long-term space infrastructure growth and potential integration with Tesla, while bears remain focused on the massive share lock-up expiration and aggressive cash burn rates.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors scrutinize its massive capital expenditure spending in the AI infrastructure race, weighing those costs against a significant acceleration in Google Cloud revenue. The community is sharply divided, with some betting on the company's long-term dominance as a cash-generating machine, while others express concern over the company's negative free cash flow and the intense spending required to remain competitive.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is seeing intense investor activity driven by a massive influx of new defense contracts and strong institutional volume, fueling community speculation about a potential short squeeze. Traders are closely watching upcoming earnings as a major catalyst, while discussions highlight the company's expanding role in autonomous drone technology and the broader defense sector.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is experiencing a significant surge in trading volume and institutional accumulation, fueling community speculation about a potential short squeeze as investors debate the impact of the company's shift toward agentic AI. While some market participants raise concerns regarding competitive pressure from broader software trends, many supporters view the current activity as a critical base-building phase for a long-term breakout.

Sigma Lithium Corp. engages in the producing of a lithium property. It focuses its project in Minas Gerais. The firm also plans to build a world-class commercial-scale lithium concentration plant. The company was founded on June 8, 2011 and is headquartered in Sao Paulo, Brazil.

Sigma Lithium Corporation

Sigma Lithium is generating significant community conversation as investors speculate on a major rebound, fueled by ongoing insider buying and recent strategic moves to optimize operations. While sentiment remains divided between frustrated long-term holders and optimistic buyers, the discussion is primarily focused on the company's production efficiency and its potential role as a low-cost, vertically integrated player in the global lithium supply chain.

VS Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

UVIX is experiencing heightened volatility as traders weigh the impact of potential military escalation in the Middle East, specifically surrounding Iran, against a market that remains largely focused on technology earnings and stock performance. While some investors are utilizing the ETF as a hedge against a possible black swan event, community sentiment remains sharply divided due to the instrument's persistent decay and recent reverse split history.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martin is currently a key focus for investors as the market monitors significant new defense contracts and the company's role in supplying critical systems for U.S. and allied security. Community discourse centers on Lockheed Martin's strategic position in emerging defense technologies, while traders remain divided on whether these contracts provide enough momentum to offset broader sector volatility and technical price consolidation.

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iTokk, Inc. engages in the provision of communication services. The firm's products include the Npoints-Platform, an Internet Protocol telecommunications product that delivers solutions and business opportunities designed to be marketed and distributed through resellers. Its target resellers are telephone and cable companies, Internet service providers, voice over Internet protocol service providers and marketing organizations. The company was founded on September 19, 2003, and is headquartered in Cheyenne, WY.

iTokk Inc

Extremely 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.

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