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Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is currently trending as investors weigh strong earnings and advertising growth against ongoing concerns regarding insider selling and a series of active legal challenges. While some community members remain optimistic about future monetization and the potential of AR smartglasses, others are expressing significant frustration over consistent share dilution and the company's long-term leadership.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as investors position for the upcoming final data from the Phase 3 REGAL trial, with the community closely tracking the delayed 80th survival event as a sign of potentially groundbreaking drug efficacy. Sentiment is driven by high institutional accumulation and significant short interest, with active discussions focusing on the potential for a massive liquidity crunch and strategic M&A interest in the company's dual-platform oncology pipeline.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is experiencing a massive short squeeze as the stock surges on the heels of strong quarterly results and increased institutional demand, drawing intense community focus as traders celebrate the pressure mounting on high-profile short sellers like Michael Burry. While bullish investors point to rapid revenue growth and capacity expansion as validation of the stock's future, bears remain concerned about the company's valuation, high capital expenditure requirements, and potential regulatory hurdles at its New Jersey data center site.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is trending as investors weigh potential catalysts like the upcoming chip-unit IPO and autonomous driving expansion against ongoing concerns regarding geopolitical regulatory scrutiny and broader Chinese market volatility. The community remains deeply divided, with bulls pointing to strong AI narrative and deep-value metrics, while bears emphasize historical underperformance and the risks of holding Chinese tech securities.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Market participants are fixated on the impending expiration of the U.S.-Iran memorandum of understanding, fueling volatility and debates over geopolitical risk. While some traders remain skeptical of a genuine peace deal, bullish sentiment persists as investors look past these tensions, prioritizing AI-driven growth and favorable market technicals.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing strong momentum as investors react to a significant revenue beat and a new quantum grid reliability subcontract with Eaton. The community is actively discussing the stock's potential for a valuation re-rate, highlighting its unique dual-focus on quantum computing and sensing, while monitoring upcoming government contract awards and potential short squeeze dynamics.

Agenus, Inc. is a clinical-stage company, which engages in the development and commercialization of technologies to treat cancers and infectious diseases. Its product pipeline includes Balstilimab, Zalifrelimab, AGEN1181, AGEN1327, AGEN2373, AGENt-797 and AGEN1777. The company was founded by Garo H. Armen and Pramod K. Srivastava on March 31, 1994 and is headquartered in Lexington, MA.

Agenus Inc

Agenus is trending following an oversubscribed private placement designed to fund the pivotal Phase 3 ROBBIN trial for its MSS colorectal cancer treatment, which investors view as a significant pipeline advancement. While the company faces skepticism regarding long-term dilution and the abrupt cancellation of its previous BATTMAN study, the community is actively debating the stock's potential for a valuation re-rating driven by its institutional support and the prospect of a future buyout.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi LLC is trending as investors weigh speculation around potential tenant partnerships and AI infrastructure growth against ongoing concerns regarding the company's pre-revenue status and recent executive leadership changes. While the community is actively debating the credibility of its large-scale power projects and the likelihood of upcoming contract announcements, sentiment remains highly divided between those betting on long-term AI-driven upside and those wary of the stock's volatility and speculative nature.

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is facing significant bearish sentiment from traders who are highlighting persistent ETF outflows and a lack of market momentum. While some long-term believers continue to advocate for accumulation, a vocal segment of the community is bracing for further downward pressure toward lower support levels.

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 is trending as investors react to the company's integration of its Qwen AI model with Apple Intelligence in China, a move the community views as a significant expansion of its AI footprint. Market participants are debating whether this technology catalyst, combined with ongoing share buybacks, provides enough value to re-rate the stock despite broader concerns regarding Chinese regulatory risks and consumer spending.

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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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