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Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending following the official announcement that the stock will be added to the S&P 500, a milestone that has triggered significant after-hours price appreciation and widespread community debate. Investors are actively discussing the potential impact of index fund buying, with many debating whether the inclusion acts as a sustainable momentum catalyst or a signal for a short-term 'sell the news' fade.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is currently trending as investors weigh strong AI-driven infrastructure demand against broader sector volatility and profit-taking in semiconductor equipment stocks. Market participants are intensely debating whether the recent price drawdown represents a temporary consolidation or a sign that elevated growth expectations are already fully priced into the shares.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientific is seeing a wave of bullish sentiment driven by significant insider accumulation, with multiple executives, including the CEO, making major open-market purchases as the stock trades at multi-year lows. Investors are actively debating whether this cluster of insider buying and recent technical support levels signal a definitive long-term bottom, despite ongoing volatility and concerns surrounding procedure volume growth.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is facing downward price pressure following a downgrade by Bank of America citing management transition concerns and credit quality, despite the company's recent announcement of a one billion dollar share repurchase program. The community is actively discussing the stock's long-term growth potential and international expansion efforts, with many viewing the current price dip as an accumulation opportunity while labeling the analyst downgrade as an overreaction.

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 gaining strong market momentum as investors closely monitor progress toward a fourth-quarter Biologics License Application filing, with the community highlighting successful manufacturing alignment with the FDA as a major de-risking catalyst. Bullish sentiment is further bolstered by accelerating institutional accumulation, positive clinical trial data, and community speculation surrounding potential buyout interest from major pharmaceutical players.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Georgetown, TX.

TSS Inc

TSS Inc. is seeing intense community debate following recent earnings, with investors divided between those betting on long-term AI infrastructure growth and those concerned by customer concentration risks and disappointing revenue trends. While some market participants see potential in the company's shift toward high-margin AI systems integration and new leadership, others are actively shorting the stock, citing a lack of significant new customer diversification and sluggish execution.

York Space Systems, Inc. engages in providing a comprehensive suite of mission-critical solutions for national security, government, and commercial customers. It offers a vertically integrated, full technology stack of solutions including design, production, integration, and operation of spacecraft with turnkey offerings to manage spacecraft and constellations throughout the entire mission lifecycle. The company was founded by Dirk Wallinger in January 2012 and is headquartered in Denver, CO.

York Space Systems Inc

York Space Systems is drawing significant investor interest following its recent Q2 earnings report and a sharp after-hours price decline, which has triggered debates over the company's lowered fiscal guidance and the departure of its CFO. While some investors are treating the volatility as a buying opportunity given the firm's defense-focused backlog, others are expressing caution due to high dilution, institutional selling, and ongoing skepticism regarding management's ability to navigate competitive procurement cycles.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

Unusual Machines is surging as investors closely monitor the drone sector for anticipated government contract awards and increased domestic defense spending. The community is actively discussing the company's strategic manufacturing expansion and its role as an NDAA-compliant supplier, with many speculating on the impact of future federal equity stakes or procurement deals on the stock's long-term trajectory.

ARS Pharmaceuticals, Inc. is a biopharmaceutical company, which focuses on the development of a novel, potentially first-in-class product candidate, neffy, for the emergency treatment of Type I allergic reactions including anaphylaxis. Its product includes Epinephrine Nasal Spray. The company was founded by Richard Lowenthal, Robert Bell, and Sarina Tanimoto on August 5, 2015 and is headquartered in San Diego, CA.

ARS Pharmaceuticals Inc

ARS Pharmaceuticals is experiencing significant volatility and downward pressure as investors react to the company's high cash burn rate and underwhelming commercial performance. The community is actively debating the stock's future, with many retail investors expressing frustration over management, while others closely watch for potential institutional shifts and the impact of looming competition.

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 gaining significant investor attention due to its status as a highly undervalued cybersecurity pure-play, with many market participants viewing its current valuation as a prime setup for a major tech acquisition or a significant valuation re-rate. Community discussions are heavily centered on the company's superior balance sheet, strategic AI integration, and the potential windfall from its equity stake in Anthropic as a key catalyst for long-term upside.

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Porter Stansberry Brings Jeff Bezos’ 2004 Transportation Machine Analogy Into CRWV Debate — Michael Burry Weighs In

Equity

Stansberry argued that CoreWeave’s rapid revenue growth and heavy spending on data-center infrastructure resemble the hypothetical business Bezos described, more than they resemble Amazon’s early expansion.

IBM Makes Massive OpenAI Push, Plans Thousands-Strong AI Practice Weeks After CEO Admitted It ‘Did Not Move Quickly Enough’

IBM Consulting will integrate OpenAI’s frontier models and products into its AI platform while launching a dedicated OpenAI Practice with thousands of consultants and engineers.


CRWV Revenue Could Surge To Over $100B Eventually As AI Compute Gets Cheaper, Morningstar Says

Morningstar analyst Luke Yang expects cheaper GPU compute to expand CoreWeave’s total addressable market by enabling more organizations to train and fine-tune proprietary AI models.


Mark Zuckerberg Warns Against AI Power Concentration As META Launches Muse Glimmer — ‘No Such Thing As A Singular Benevolent Superintelligence’

Zuckerberg argued that putting powerful AI tools in the hands of individuals will not only drive innovation and economic growth but could also serve as a safeguard against the risks posed by concentrated AI power.


TEAM Stock On Track For 7-Month High – BofA Says Atlassian Is An ‘AI Beneficiary Rather Than An AI Victim’ 

Bank of America upgraded Atlassian to ‘Buy’ and lifted its price target to $175 after the company's fourth-quarter results.


Apollo's Torsten Slok Says AI Capex Is Growing Nearly Twice As Fast As The Housing Boom — Warns It Can 'Unwind At A Similar Pace'

In a note on Thursday, Slok said consensus forecasts imply hyperscaler capital expenditures will reach about 3% of U.S. Gross Domestic Product annually between 2027 and 2029, up from 0.3% in 2019 and 1.4% in 2025.

CRWV’s Deep NVDA Integration Makes It A Go-To Choice, Says Morningstar — Analysts Say META's Planned Cloud Move Reinforces AI Compute Boom

Morningstar argued that Meta's reported plans to sell excess AI computing capacity reinforce the persistent supply-demand imbalance of AI infrastructure rather than signal a weakening market.

OpenAI Explains Why It's Slashing AI Prices — Michael Burry Says The 'Real News' Is Preparation For DeepSeek's New V4 Models

OpenAI argued that AI infrastructure is valuable not because of its scale, but because it enables more capable intelligence at a lower cost.

Bet on These ETFs as Microsoft's Shares Jump Post Q4 Earnings Beat

 Microsoft's shares surge after a fiscal Q4 earnings beat. See why ETFs with significant MSFT exposure may offer diversified access to its AI and cloud growth.

NVDA, AVGO’s AI Backstops Have One Analyst Worried — Michael Burry Says There’s A Reason Nvidia’s 5Y CDS Are Going ‘Parabolic’

During an interview with CNBC, Wolfe Research analyst Chris Caso expressed concern that this backstop strategy creates liabilities that leave him “less comfortable.”

iShares Trust - iShares U.S. Technology ETF

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.

Current Price	$256.59
Prev Close	$253.08
Open	$254.23
Dividend Yield	N/A
50-Day Moving Average	$245.54
Beta	N/A
Avg. Volume	522,425.61
PE Ratio	N/A

52-Week High	$261.01
52-Week Low	$172.54
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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