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CF Acquisition Corp. VI operates as a blank check company. It focuses on the search of companies in the financial services, healthcare, real estate services, technology and software industries. The company was founded on April 17, 2020 and is headquartered in New York, NY.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is trending as investors react to a massive $13.7 billion multi-year GPU services deal, with the community closely tracking the potential for a short squeeze given the high short interest. Discussion is heavily focused on the implications of this contract for future revenue growth, the company's AI infrastructure pivot, and speculation regarding the identity of the U.S.-based cloud customer.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is experiencing high retail interest and volatility as investors weigh a major $900 million funding round for its robotics division against ongoing concerns regarding the company's core EV profitability and weak Q3 guidance. While the stock faces selling pressure, many in the community are debating its long-term potential as a 'physical AI' play, viewing current price levels as a potential entry point for long-term accumulation.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending as investors weigh conflicting catalysts, including recent reports of planned hardware price hikes and persistent debate over 'circular financing' ahead of the company's highly anticipated earnings report. Community sentiment remains polarized, with many retail traders anticipating a significant post-earnings volatility event while others focus on the stock's role in long-term AI infrastructure.

PDD Holdings, Inc. is a multinational commerce group that owns and operates a portfolio of businesses. The company aims to bring more businesses and people into the digital economy so that local communities and small businesses can benefit from increased productivity and new opportunities. It has built a network of sourcing, logistics, and fulfillment capabilities, that support its underlying businesses. PDD Holdings was founded by Hua Lin Cai and Zheng Huang in 2015 and is headquartered in Dublin, Ireland.

PDD Holdings Inc - ADR

Pinduoduo Inc.

PDD Holdings is trending as investors debate the impact of slowing growth and regulatory scrutiny on its e-commerce platforms, while others weigh the company's strong cash position against current valuation concerns. Community sentiment remains polarized, with some traders actively looking for long-dated upside, while others express frustration over the stock's persistent lack of momentum.

TOSHI

TOSHI is trending as investors aggressively accumulate the token, with the community pushing for a potential short squeeze to reclaim previous levels and calling for major exchange listings. Sentiment remains focused on the potential for a significant rally as holders view the current price as a key accumulation zone.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

ASST is trending as investors monitor the company's aggressive Bitcoin acquisition strategy and the impact of its unique preferred share dividend model on share dilution. The community is actively debating the stock's potential for a short squeeze, balancing excitement over its Bitcoin treasury growth against significant concerns regarding long-term shareholder dilution and management performance.

REGENXBIO, Inc. is a clinical-stage biotechnology company, which engages in the development, commercialization, and licensing of recombinant adeno-associated virus gene therapy. Its product candidates include the NAV Technology Platform, which consists of exclusive rights to novel adeno-associated viral vectors, and therapeutic programs such as RGX-314, RGX-202, RGX-121, RGX-111, RGX-181, and RGX-381. The company was founded by Kenneth T. Mills and James M. Wilson on July 16, 2008 and is headquartered in Rockville, MD.

Regenxbio Inc

Regenxbio is facing increased volatility after the FDA placed a clinical hold on its RGX-121 program due to asymptomatic spine MRI findings, leading the company to pause its BLA resubmission. While the community remains focused on potential long-term value from the Duchenne and retinal disease programs, investors are debating the impact of the hold and the company's financial outlook.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending as the company faces a high-stakes standoff with California Attorney General Rob Bonta, who canceled recent settlement talks over the Warner Bros. Discovery merger while accusing the studio of bad-faith conduct. Investors and community members are actively debating the potential for a relocation of Paramount's headquarters out of California and the significant financial impact of the ongoing antitrust litigation.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba shares are under pressure following a record capital raise and earnings report that highlighted significant costs from the company's aggressive AI infrastructure push. Despite the short-term dilution concerns, many retail traders remain bullish, pointing to strong cloud growth and the recent launch of the Wan3.0 video model as indicators of long-term potential.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors debate the impact of potential trade wars and government policies on the company's valuation, while the board remains divided by heated political discourse.

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Jushi Holdings, Inc. engages in the retail, distribution, cultivation, and processing operations in both medical and adult-use markets. Its brands include Hijinks, The Bank, The Lab, Tasteology, Tasteology, Nira and Sèche. The company was founded by Jim Cacioppo, Erich Mauff, and Jon Barack in January 2018 and is headquartered in Boca Raton, FL.

Jushi Holdings Inc.

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$0.04	--	--	N/A
Q2 '26	--	-$0.04	--	N/A

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