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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 intense community focus surrounding its upcoming annual shareholder meeting and the strategic expansion of its manufacturing capacity, which many investors view as a critical inflection point for transitioning from R&D to commercial shipments. While the stock has faced downward pressure, bulls remain optimistic that the company's recent paid development agreements with high-power customers and a massive production ramp-up target provide a strong foundation for future revenue growth, especially as investors closely monitor developments regarding the company's U.S. redomiciliation.

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 experiencing significant volatility and social media attention following the announcement of a new distribution deal with NBCUniversal and the start of the FIFA World Cup, both viewed by the community as key catalysts for growth. Investors are actively debating the stock's potential for a short squeeze due to high short interest and limited float, while many remain focused on whether these developments can restore long-term value against a backdrop of past management challenges and subscriber churn concerns.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is trending as investors aggressively rotate capital into memory and storage leaders, driven by sticky demand in AI data centers and ongoing supply-side constraints. The community remains heavily focused on potential supply chain bottlenecks and the cyclical versus structural nature of the current memory rally, leading to high-volume price swings and intense debate over the sustainability of recent gains.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending as investors speculate about a potential buyout amid strong volume, while the community remains divided over management's leadership and the stock's significant undervaluation relative to its revenue. Discussions are heavily focused on the company's long-term potential in rare disease genetic therapies versus its ongoing struggle to break out of a persistent downtrend.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending as investors react to a positive FDA assessment of its mRNA-1010 flu vaccine ahead of a pivotal advisory committee vote. The community is actively debating the company's long-term potential in the oncology and rare disease markets, while closely monitoring organizational shifts and potential policy changes regarding vaccine funding.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

ON Semiconductor is facing significant downward pressure following the announcement of an all-stock acquisition of Synaptics, which has triggered immediate market concern regarding dilution and the strategic focus of the deal. While some community members view the dip as an oversold opportunity driven by structural optics rather than a fundamental collapse, others are actively debating the timing and valuation, leading to high-volume volatility as arbitrage traders position themselves.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera is experiencing significant volatility and intense trading volume as community members debate whether recent clinical data and strategic pipeline shifts represent a generational value opportunity or continued underperformance. Long-term investors are keenly focused on upcoming Q3 readout catalysts, while active discussions center on the company's shift toward internal drug development and the potential for a massive valuation re-rating.

Atai Beckley, Inc. is a clinical-stage biopharmaceutical company focused on developing effective, rapid-acting, and convenient mental health treatments. The company is headquartered in New York, NY.

AtaiBeckley Inc.

Atai is currently navigating market volatility following its recent Russell index inclusion and the sector-wide optimism surrounding regulatory fast-tracking for psychedelic therapies. While the community remains focused on the potential for a major partnership or acquisition deal, some investors are expressing frustration over the stock's inability to hold gains after price spikes.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

Icahn Enterprises is seeing renewed investor interest driven by a strategic pivot toward energy and potential upside from subsidiary holdings, despite ongoing concerns regarding dilution and the sustainability of its quarterly distributions. The community is closely watching upcoming earnings and operational developments, with many retail holders maintaining long-term positions in anticipation of a potential reversal in share price.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is currently experiencing significant downward momentum and volatility, driving intense community debate over leadership performance and persistent debt concerns despite rising steel demand for AI infrastructure. Investors remain divided between those betting on a potential partnership with POSCO and those skeptical of the company's long-term sustainability amid recurring price manipulation narratives.

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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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