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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 trending as investors debate the sustainability of the AI infrastructure cycle, with community sentiment split between those viewing the stock as a long-term leader amid rumors of product delays and those frustrated by its recent underperformance compared to other semiconductor peers. While management continues to reiterate that its AI product roadmap remains intact, market participants are actively monitoring the stock for signs of institutional accumulation versus potential capitulation during a broader rotation in tech sector leadership.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is seeing significant investor attention following an unexpected Q2 delivery beat and an upward revision to its full-year vehicle delivery guidance. The community is actively debating the stock's potential for a short squeeze and long-term scaling, with bulls highlighting the R2 model as a key volume driver while bears remain focused on persistent dilution concerns and the company's path to profitability.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

COMPASS Pathways is currently trending due to positive Phase 3 trial data for its COMP360 therapy, which demonstrates durable therapeutic benefits and a strong safety profile. Investors are actively discussing the company's regulatory momentum following FDA support for a rolling NDA submission, while clinical milestone catalysts and potential for breakthrough treatment in depression continue to drive community enthusiasm.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing heightened community engagement driven by intense short interest of over 40% and significant call option activity, leading many investors to monitor the stock for a potential squeeze. While some traders are focused on technical resistance levels and recent merger updates as potential catalysts, others remain cautious of the stock's volatility and historical price patterns.

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 transition into an enterprise-wide agentic AI orchestration layer, with community sentiment deeply split between those highlighting the massive short interest as a potential squeeze catalyst and skeptics focused on persistent price stagnation. Bulls are pointing to the company's GAAP profitability and cash-rich balance sheet as reasons to buy the dip, while others express frustration over the stock's inability to sustain momentum despite positive fundamental developments.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending following a transformative deal with Anthropic, featuring a 20-year data center lease expected to generate significant long-term revenue. While the stock has seen volatile price action, the community is heavily debating the company's shift from a Bitcoin mining focus to a core AI infrastructure provider, with many investors maintaining bullish long-term sentiment despite recent short-term market fluctuations.

Crinetics Pharmaceuticals, Inc. operates as a clinical stage pharmaceutical company focused on the discovery, development, and commercialization of novel therapeutics for rare endocrine diseases and endocrine-related tumors. The firm's product candidate, CRN00808, is an oral nonpeptide somatostatin agonist for the treatment of acromegaly. It is also developing other oral nonpeptide somatostatin agonists for neuroendocrine tumors and hyperinsulinism, as well as an oral nonpeptide ACTH antagonist for the treatment of Cushing's disease. The company was founded by R. Scott Struthers, Yun-Fei Zhu and Stephen F. Betz in 2008 and is headquartered in San Diego, CA.

Crinetics Pharmaceuticals Inc

Crinetics Pharmaceuticals is experiencing intense market activity following a ten-billion-dollar acquisition agreement by Vertex Pharmaceuticals, a move that provides a significant premium to shareholders. The community is actively celebrating the buyout while discussing the potential for a sector-wide rotation into similar biotech growth plays and debating whether to hold positions or rotate capital.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI is trending as investors focus on its recently secured U.S. patent for edge-native AI autonomy and its strategic inclusion in Department of War exercises like Northern Strike 26-2. Community discussion is heavily centered on the company's SwarmOS and Gremlin-X technology as a potential disruptor in autonomous defense systems, with many participants actively debating its long-term potential as a defense prime versus the impact of ongoing short interest.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is currently trending as investors focus on its strategic manufacturing joint venture with Toyota, which aims to scale production for its electric air taxi aircraft. While the community remains divided between long-term believers in Joby's FAA certification progress and skeptics betting against the stock due to volatility, retail traders are actively debating its market positioning relative to competitors in the eVTOL space.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is currently seeing heightened investor interest driven by a significant price target hike from Goldman Sachs and strategic partnerships, including new collaborations in autonomous driving. While the broader semiconductor sector remains volatile due to concerns over AI-cycle sustainability, the community remains actively divided between bullish sentiment regarding the company's data center and AI compute roadmap and bearish concerns about stretched valuations.

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Hold rates steady

Cut 25 bps

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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.

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