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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is facing extreme selling pressure as investors react to a significant earnings miss, weak forward guidance, and a major leadership overhaul. The community remains deeply divided, with some investors liquidating positions due to deteriorating growth and lack of management confidence, while others are attempting to bottom-fish the stock as a potential deep-value turnaround play.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is surging as market sentiment shifts following reports of potential U.S. restrictions on Chinese optical transceiver imports, a move that would likely bolster domestic manufacturers. The community is heavily focused on the stock's role in the AI data center buildout, with traders closely tracking potential price targets ahead of upcoming earnings and monitoring high-conviction options activity.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

Sezzle is seeing significant community debate as investors weigh the stock's strong Q2 financial beats and raised guidance against concerns over its premium valuation multiples and potential credit loss provisions. While some retail investors express strong bullish sentiment and anticipation of a short squeeze due to high institutional ownership and share buybacks, others caution that the stock may be overextended, citing historical volatility and competitive pressure in the BNPL space.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing a surge in community interest and trading volume as investors react to the broader recovery in the photonics and AI infrastructure sectors. Shareholders are closely watching for potential news related to commercial production milestones and the company's role in supplying major hyperscale data centers.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata is currently trending as investors weigh strong fundamental performance and future growth prospects against concerns surrounding share dilution from a new at-the-market equity program. While the community remains optimistic about the company's long-term potential in AI and data services, active discussions are focused on managing short-term price volatility and the potential impact of corporate leadership transitions.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending as investors react to the company's recent earnings report, where management maintained fiscal guidance despite revenue headwinds and ongoing competition from the prediction market sector. Community sentiment is deeply polarized, with active debates centered on the stock's long-term growth potential versus the impact of market saturation, leadership effectiveness, and significant short-selling pressure.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Investors are actively debating potential short squeeze mechanics for Wendy's ahead of quarterly earnings, driven by a high short interest and institutional ownership that limits the available float. Community discussions are heavily focused on the company's international expansion efforts and persistent rumors of a potential private buyout as key catalysts that could force short sellers to cover their positions.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is under intense focus as investors weigh the company's long-term strategic importance in U.S. critical-mineral supply chains against short-term volatility and heavy short interest. The community remains deeply divided, with bulls pointing to government backing, defense partnerships, and massive infrastructure scaling, while bears highlight concerns over production execution and sector-wide selling pressure.

Iovance Biotherapeutics, Inc. is a biopharmaceutical company, which engages in the development and commercialization of cell therapies as novel cancer immunotherapy products. Its lead product candidate, LN-144 for metastatic melanoma, is an autologous adoptive cell therapy utilizing tumor-infiltrating lymphocytes (TIL), which are T cells derived from patients' tumors. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance Biotherapeutics is trending after reporting record quarterly revenue that significantly beat expectations, alongside strong growth in its Amtagvi commercial launch and positive clinical signals for its lung cancer pipeline. This blowout quarter, coupled with an expanded authorized treatment center network and improving gross margins, has fueled strong investor sentiment and aggressive short-covering momentum as the community looks forward to upcoming guidance updates and key clinical catalysts.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar is experiencing significant investor attention following policy shifts, including potential Section 232 tariff updates and domestic manufacturing incentives that favor its U.S.-based production model. The community is closely debating the balance between these policy tailwinds and execution risks, while closely tracking institutional accumulation patterns and key technical support levels amid broader solar sector volatility.

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Corgi ETF Trust I. - Corgi MSFT 2x Daily ETF

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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