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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 due to sustained bearish pressure and a series of new 52-week lows, fueling intense debate between retail investors hunting for a turnaround and those calling for continued downside. The community is actively discussing the stock's valuation, dividend stability, and the effectiveness of current leadership while tracking high trading volumes that some interpret as institutional accumulation.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is facing significant selling pressure driven by ongoing legal trials concerning the impact of its social media platforms on youth, leading investors to weigh the company's massive AI infrastructure spending against these escalating litigation risks. While many in the community debate the long-term impact of these lawsuits and high capital expenditures, others view the current price volatility as a potential buying opportunity for a company with a dominant advertising business.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors react to the company's shift from a video platform to an enterprise AI infrastructure player, fueled by massive revenue growth and a high-conviction pipeline of 250 megawatts of power. The community is actively debating the potential for a major short squeeze, driven by record high short interest and anticipation of upcoming hyperscaler deals.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlist is trending as retail sentiment surges following a major patent licensing deal with Samsung and ongoing legal pressure against other memory giants. Community members are actively discussing potential short squeezes and long-term value, while monitoring critical upcoming court dates and institutional accumulation.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is trending as retail traders pivot to the fund ahead of anticipated mega-cap AI IPOs like Anthropic and SpaceX, leading to intense community debate over its premium valuation relative to net asset value and upcoming lockup expirations. While some bulls are aggressively averaging down in hopes of a massive run, skeptics are actively warning about significant downside risk and potential volatility as more shares become available.

Stellantis NV engages in the designing, engineering, manufacturing, distributing, and selling of vehicles and components. It offers its products under the Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram Trucks, Vauxhall, Free2move, and Leasys brands. The company was founded on April 1, 2014 and is headquartered in Hoofddorp, the Netherlands.

Stellantis N.V

Stellantis is experiencing significant market volatility driven by investor concerns over weak North American demand, inventory management, and a high-profile recall of nearly one million vehicles. While some in the community argue the stock is a deep-value opportunity based on strong cash reserves and upcoming product refreshes, others are actively debating whether these headwinds and intense competition in the EV sector necessitate further downside or even potential restructuring.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is under heavy selling pressure as investors weigh uncertainty around the incoming CEO and potential tariff headwinds, even as market participants debate whether the stock is a beaten-down value opportunity. The community remains sharply divided, with bulls pointing to high brand loyalty and active insider buying as signs of a bottom, while bears cite poor management, brand fatigue, and technical weakness as reasons to stay away.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is currently trending as investors debate whether the recent significant pullback represents a buying opportunity or a deeper correction for this high-growth AI infrastructure play. While some traders are capitalizing on high volatility with puts or profit-taking, the community remains divided between those aggressively buying the dip based on long-term CXL and connectivity demand and those concerned about stretched valuations.

Wingstop, Inc. is a franchisor and chicken wings-focused restaurant. The firm is engaged in the flavor business offering cooked-to-order, hand-sauced, and tossed classic and boneless wings, tenders and chicken sandwiches in flavors, with signature sides, such as its seasoned fries and house made ranch and bleu cheese dips. The company was founded in 1994 and is headquartered in Dallas, TX.

Wingstop Inc

Wingstop is experiencing significant selling pressure amid broader market concerns regarding slowing consumer spending and weakness in the restaurant sector. While some investors see the pullback as an undervalued entry point for long-term growth, others are wary of technical downtrends and ongoing challenges in consumer discretionary demand.

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 react to a robust earnings report, featuring significant revenue growth and a new multi-year supply agreement with a major dialysis operator. While the community is actively debating the sustainability of these gains and potential headwinds from reimbursement shifts, sentiment is largely focused on the company's improved EBITDA guidance and the ongoing strategic buildup of institutional positions.

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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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