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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 is surging as investors cheer the launch of the Muse Spark 1.1 AI model and reports that the company plans to manufacture its own custom AI chips to scale computing power. The stock is seeing massive bullish momentum as the community pivots to viewing Meta's aggressive infrastructure investment as a competitive advantage rather than a liability.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is seeing significant market engagement following the announcement of a massive 1,200-acre land acquisition in Texas designed to power a new digital infrastructure campus for Bitcoin mining and AI operations. While the community remains divided between optimism over long-term energy capacity expansion and frustration regarding the company's execution timeline and executive leadership, traders are actively monitoring the stock for potential momentum breakouts and short-squeeze opportunities.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is trending due to the surprise appointment of former Disney executive Alisa Bowen as the new CEO, fueling intense community speculation about a strategic turnaround or potential consolidation within the streaming sector. While some investors see this as a necessary move to restore credibility, the stock remains under heavy pressure as traders debate whether this leadership shift will resolve ongoing business model challenges or simply be another chapter in a long-standing pattern of volatility.

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 trending as investors debate the company's shift toward agentic AI orchestration, with community sentiment deeply divided between those highlighting massive short interest as a potential squeeze catalyst and skeptics focused on persistent price stagnation. Bulls are actively pointing to GAAP profitability and a cash-rich balance sheet as strong defensive indicators, while high daily volume and an ongoing share buyback program keep speculation high regarding future institutional moves.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging due to a major follow-on production order for its wafer-level burn-in systems, which the community sees as a key catalyst validating the company's role in the critical AI and silicon photonics supply chain. Investors are actively debating the stock's valuation as it benefits from broader semiconductor buying pressure and high-growth AI infrastructure demand.

GSI Technology, Inc. engages in the design, development and marketing of memory products primarily for the networking, and telecommunications markets. Its product includes Static Random Access Memory, or SRAM, which incorporated in networking and telecommunications equipment, such as routers, switches, wide area network infrastructure equipment, wireless base stations and network access equipment. It also offers services to the ongoing needs of the military, industrial, test and measurement equipment, automotive and medical markets for SRAMs .The company was founded by Lee-Lean Shu and Robert Yau in March 1995 and is headquartered in Sunnyvale, CA.

GSI Technology Inc

GSI Technology is trending as investors debate the commercial potential of its Gemini-II APU following a new U.S. Army SBIR contract award. The community remains sharply divided, with bulls pointing to edge AI growth and defense partnerships, while skeptics emphasize concerns over executive stock sales and the lack of verified commercial revenue for their memory-centric hardware.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending as investors weigh strong fundamental growth and infrastructure expansion against the cooling of geopolitical war-risk premiums in the Strait of Hormuz. Community discussion is heavily focused on the company's liquefaction fee pricing and potential Q2 earnings beat, while traders debate whether the stock is undervalued infrastructure or susceptible to further volatility from broader energy sector shifts.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Delta Air Lines is trending as investors weigh its resilient premium-focused business model against broader industry headwinds, including a surge in fuel costs due to geopolitical tensions and uncertainty over potential industry consolidation. The community is actively discussing whether current booking demand and pricing power can sustain margins, while technical traders closely monitor the stock's consolidation patterns ahead of upcoming quarterly earnings.

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 currently a major focal point for traders navigating a volatile semiconductor sector, with community discussion heavily focused on institutional option positioning, valuation at historically low forward multiples, and a tug-of-war between retail dip-buyers and algorithmic suppression. While some investors remain committed to the long-term AI infrastructure narrative, others are actively debating whether shifting capital into competitors or other high-growth segments offers better risk-adjusted returns in the current market environment.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is capturing significant market attention as it nears Federal Aviation Administration approval for its 737 MAX 7, a major catalyst that has sparked community enthusiasm regarding the company's production momentum. Investors and the broader aerospace community remain focused on the firm's stabilizing production cadence, record backlog, and improving free cash flow trajectory despite ongoing scrutiny over maintenance and legacy program performance.

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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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