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Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

FNMA is seeing high community engagement driven by anticipation surrounding a potential IPO and end of conservatorship, spurred by the President's recent commentary regarding a trillion-dollar valuation for the GSEs. Investors are actively debating the timing of a potential re-listing, with discussions centered on recent analyst upgrades, the actions of high-profile investors like Bill Ackman and Michael Burry, and speculation about the impact of incoming leadership on the GSE framework.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is trending as investors await the upcoming earnings report, with community discussion centered on potential revenue growth, DefenCath adoption, and the impact of the pending CMS policy update. Shareholders are actively debating management's recent guidance and the long-term potential for expansion into oncology and TPN markets.

Dave, Inc. is a digital banking service. Its products include a budgeting tool to help members manage their upcoming bills to avoid overspending, cash advances through its flagship ExtraCash product to help members avoid punitive overdraft fees, a Side Hustle product, where Dave helps connect members with supplemental work opportunities, and Dave Banking, a modern checking account experience with valuable tools for building long-term financial health. The company was founded by Jason Wilk, Paras Chitrakar, and John Wolanin in October 2015 and is headquartered in Los Angeles, CA.

Dave Inc - Ordinary Shares - Class A

Dave Inc

Dave Inc. is trending as investors weigh strong fundamental growth, highlighted by triple-digit net income expansion, against recent regulatory scrutiny and market volatility. The community remains focused on the company's AI-powered underwriting efficiency, its competitive positioning within the fintech sector, and the potential impact of ongoing share repurchase programs.

Photronics, Inc. engages in the provision of photomasks, which are quartz or glass plates containing microscopic images of electronic circuits for use in the fabrication of integrated circuits and flat-panel displays. The company was founded by Constantine S. Macricostas in 1969 and is headquartered in Brookfield, CT.

Photronics, Inc.

Photronics is trending as investors digest the impact of its recent earnings miss and soft guidance, which triggered a significant short-term pullback in the stock. While some in the community view the current price as a deep-value opportunity given the company's strong balance sheet and role as a key photomask supplier for AI-driven chip demand, others are wary of the stock's recent technical weakness and the broader volatility across the semiconductor sector.

Air Canada engages in the provision of airline transportation services. Its services cover full-service airline, scheduled passenger and cargo services, serving more than two hundred airports on six continents. It operates through the following geographical segments: Canada, U.S. Transborder, Atlantic, Pacific, and Other. The company was founded on April 11, 1936 and is headquartered in Saint-Laurent, Canada.

Air Canada Inc. - Ordinary Shares (Voting and Variable Voting)

Air Canada Inc.

Air Canada is trending as investors weigh strong international demand and yield improvements against labor negotiations and broader supply chain constraints. The community remains deeply divided, with bulls pointing to the company's buyback activity and potential margin expansion, while bears emphasize recurring volatility and the stock's struggle to hold gains over the long term.

SolarEdge Technologies, Inc. engages in the development of energy technology, which provides inverter solutions. The firm operates through the following segments: Solar and All Other. The Solar segment includes the design, development, manufacturing, and sales of an inverter solution designed to maximize power generation. The All Other segment includes the design, development, manufacturing and sales of UPS products, energy storage products, e-Mobility products, and automated machines. Its products and services include photovoltaic inverters, power optimizers, photovoltaic monitoring, software tools, and electric vehicle chargers. The company was founded by Guy Sella, Lior Handelsman, Yoav Galin, Meir Adest, and Amir Fishelov on August 7, 2006 and is headquartered in Herzliya, Israel.

Solaredge Technologies Inc

SolarEdge is seeing significant market interest as it shifts toward AI-driven data center power infrastructure and solid-state transformer technology, with investors reacting to earnings reports and broader solar sector volatility. The community remains heavily divided between those betting on a long-term turnaround fueled by new product cycles and those focused on bearish technical factors, including ongoing litigation settlements and concerns over the company's profitability and debt levels.

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Core Scientific Inc

Core Scientific is trending as institutional interest builds around its pivot from Bitcoin mining to high-performance AI infrastructure, with investors closely watching the company's progress on its gigawatt-scale data center pipeline and hyperscaler contracts. Community sentiment remains focused on the company's valuation gap compared to its sector peers and the potential for upcoming contract announcements to drive a significant re-rating.

Newegg Commerce, Inc. is an e-commerce company. It offers direct sales and an online marketplace platform for IT computer components, consumer electronics, entertainment, smart home and gaming products. The firm also provides third-party logistics services globally. The company was founded on July 22, 2003 and is headquartered in City of Industry, CA.

Newegg Commerce Inc

Newegg Commerce (NEGG) is trending due to persistent retail interest in its low-float structure, fueling intense speculation about a potential short squeeze as traders monitor thin liquidity and accumulation patterns. Community discussions are highly polarized, blending aggressive skepticism over long-term performance with bullish sentiment regarding insider share accumulation and strategic business pivots.

Syndax Pharmaceuticals, Inc. engages in the development of cancer therapies. Its products include Revuforj and Niktimvo. The company was founded by Richard A. Heyman, Eckard Weber, Peter Ordentlich, Ronald M. Evans and Michael Downes on October 11, 2005 and is headquartered in New York, NY.

Syndax Pharmaceuticals Inc

Syndax Pharmaceuticals is trending as the community eagerly anticipates pivotal data readouts at the upcoming ASH meeting, with investors closely watching potential synergy with Incyte for a possible buyout. The sentiment is bolstered by strong Revuforj performance and community belief that the company remains significantly undervalued compared to its oncology peers.

Tidal Trust II - YieldMax Ultra Option Income Strategy ETF

YieldMax Ultra Option Income Strategy ETF

ULTY is attracting community debate following a 1-for-10 reverse stock split and a strategic shift toward a more diversified portfolio of blue-chip and high-volatility holdings. Investors are actively discussing whether these structural changes and the transition toward NAV stability will successfully counteract previous erosion or if the fund remains a high-risk vehicle primarily for income harvesting.

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LMR Partners LLP Has $76.50 Million Stake in Kellanova $K

LMR Partners LLP increased its stake in Kellanova (NYSE:K - Free Report) by 1,866.3% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 961,906 shares...

Hudson Bay Capital Management LP Purchases Shares of 325,000 Kellanova $K

Hudson Bay Capital Management LP acquired a new position in Kellanova (NYSE:K - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities...

Hudson Bay Capital Management LP Makes New Investment in Kellanova $K

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Caxton Associates LLP Acquires 447,881 Shares of Kellanova $K

Caxton Associates LLP raised its holdings in Kellanova (NYSE:K - Free Report) by 173.9% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 705,442...

Kellanova engages in the manufacturing, marketing, and distribution of ready-to-eat cereal and convenience foods. It operates through the following segments: North America, Europe, Latin America, Asia Middle East Africa, and Corporate. The North America segment includes the U.S. businesses and Canada. The Europe segment consists of European countries. The Latin America segment focuses on Central and South America, and Mexico. The Asia Middle East Africa segment is involved in Africa, Middle East, Australia, and Other Asian and Pacific markets. The company was founded by Will Keith Kellogg in 1906 and is headquartered in Chicago, IL.

Kellanova

EU Set To Greenlight Mars’ $36B Acquisition Of Pop-Tarts Maker Kellanova: Report

Equity

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
Q1 '26	$0.91	--	--	N/A
Q4 '25	$0.88	--	--	N/A
Q3 '25	$0.87	$0.93	7.23%	BEAT
Q2 '25	$0.99	$0.93	-5.99%	MISSED
Q1 '25	$1.01	$0.93	-8.12%	MISSED

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