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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is surging following an outstanding quarterly report that smashed revenue and earnings expectations, fueled by triple-digit growth in its U.S. commercial business. The market is buzzing about the company's strong guidance and aggressive stance on AI sovereignty, with many investors viewing the results as a definitive blow to short sellers and a validation of the company's long-term enterprise AI strategy.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending as investors focus on the upcoming launch of three BlueBird satellites and the companys expanding regulatory and commercial footprint across global markets. The community is actively discussing the stock's potential as a unique infrastructure provider for direct-to-device broadband, while weighing the impact of institutional accumulation against potential short-term volatility.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is currently the focus of intense investor debate as the market anticipates its first public earnings report, coupled with significant concerns regarding an imminent massive lock-up expiration that could flood the market with shares. The community remains deeply polarized, with bulls highlighting the long-term vision of Starship and AI infrastructure, while bears are aggressively shorting the stock, citing extreme cash burn rates and the potential for a severe dilution event.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientific is currently trending as investors debate whether the stock has reached a structural bottom, driven by recent insider buying and ongoing speculation regarding potential M&A activity within the medical device sector. The community is actively tracking the stock's price support levels while monitoring how managements restructuring initiatives and upcoming earnings will influence its recovery from recent lows.

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 Inc. is trending as investors weigh an upcoming earnings report against the backdrop of a broader ad-market recovery and the company's ambitious pivot toward AI-powered hardware. While some in the community highlight significant operating leverage, improved free cash flow, and potential for a short squeeze, others remain skeptical, pointing to the company's reliance on founder-led strategy, lingering litigation concerns, and persistent user growth challenges in key markets.

Lightwave Logic, Inc. is a development stage company which engages in the commercialization of electro-optic photonic devices. The firm offers the P2ICTM technology platform which uses in-house proprietary organic polymers. Its products include electro-optical modulation devices and proprietary polymer photonic integrated circuits. The company was founded on June 24, 1997 and is headquartered in Englewood, CO.

Lightwave Logic Inc

Lightwave Logic is currently trending as investors focus on its role in next-generation AI data center infrastructure and potential integration into high-volume photonic production roadmaps. Community discussion is centered on speculative material supply partnerships and anticipating updates from foundry partners that could validate the commercial scalability of the company's electro-optic polymer technology.

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

Fannie Mae shares are facing significant volatility driven by intense community speculation over potential conservatorship release and an anticipated IPO, despite the lack of confirmed regulatory timelines. Investors remain highly divided, with many debating the impact of ongoing litigation and housing policy shifts while simultaneously expressing frustration over the persistent lack of definitive action from leadership.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is currently generating significant investor interest ahead of its upcoming earnings report, driven by its aggressive AI strategy, recent high-profile partnerships, and a consistent track record of exceeding expectations. While community sentiment remains divided between bulls focused on the company's long-term enterprise AI potential and bears concerned about valuation volatility and ongoing litigation, the stock continues to be a focal point for those monitoring the broader software sector's resilience.

Tema ETF Trust - Tema Space Innovators ETF

Tema Space Innovators ETF

Tema Space Innovators ETF (NASA) is experiencing significant volatility and investor frustration as it struggles to mirror the strong performance of its underlying holdings, particularly following the highly anticipated SpaceX IPO. The community is actively debating the fund's management strategy, questioning the impact of its specific SpaceX exposure through SPVs and lock-up periods, while many remain divided between holding for a long-term space economy turnaround or rotating into individual stocks.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is seeing strong investor enthusiasm driven by consistent revenue growth, successful commercial execution of its MS treatment, and anticipation regarding its subcutaneous pipeline expansion. The stock is a primary focus for the community as traders monitor potential M&A activity, with discussions centered on its robust valuation relative to its blockbuster potential and institutional buy ratings.

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MAYFAIR GOLD REPORTS Q1 2026 OPERATING AND FINANCIAL RESULTS

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Mayfair Gold Provides Update on Project Work in the First Quarter of 2026 Advancing and Derisking the Fenn-Gib Gold Project

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Mayfair Gold Announces Acquisition of the Guibord, Marriott and Holloway Properties from Plato Gold

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Mayfair Gold Corp. is as a mineral exploration company, which engages in the exploration of the FennGib Property, which is located in Ontario, Canada. The company was founded by Sean Pi and Henry Heeney on July 30, 2019 and is headquartered in Matheson, Canada.

Mayfair Gold Corp

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.

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