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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 significant market attention following a record revenue beat and raised full-year guidance, fueling community speculation about a massive short squeeze due to high short interest. Investors are eagerly discussing the potential for institutional accumulation and technical momentum to drive the stock toward double digits.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is experiencing heightened market volatility as investors weigh the impact of a massive share lock-up expiration, which significantly expands the tradable float and fuels intense debate over whether the sell-off is already priced in. The community is sharply divided, with bearish voices warning of heavy liquidation by insiders, while bullish advocates highlight long-term growth potential and anticipate potential short-covering rallies.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending due to the completion of its SkyWater Technology acquisition and a flurry of new government contract awards, fueling intense community debate over its valuation and growth trajectory. Investors are actively discussing the company's long-term potential as a national security asset versus concerns regarding share dilution and the path to profitability.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is facing extreme volatility after reporting mixed Q2 results that failed to meet elevated market expectations, sparking concerns over slowing growth despite strong year-over-year revenue gains. Investors are actively debating whether this represents a long-term breakdown in the company's AI advertising thesis or an irrational overreaction to guidance, with many highlighting the resolution of the SEC probe and aggressive share buybacks as potential catalysts for a recovery.

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 shares are trending downward following a broader sell-off across the memory and storage sector, driven by investor anxiety over peaking memory prices, rising competition from Chinese semiconductor manufacturers, and cooling sentiment toward AI-related infrastructure spending. While the company recently reported strong earnings and guidance, the community is currently debating whether this price action represents a temporary overreaction and buying opportunity or a structural shift indicating that the memory cycle has finally topped out.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing significant volatility as investors debate the impact of AI on its core business while monitoring high short interest and a substantial upcoming lock-up expiration. The community remains deeply divided, with bulls highlighting strong revenue growth and enterprise AI adoption, while bears point to profitability challenges and competitive risks.

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 facing significant volatility as investors weigh the impact of rising competition from prediction markets against expectations for strong seasonal growth ahead of the football season. While community members are debating the company's long-term profitability and the influence of high-profile institutional trades, the primary focus remains on the upcoming earnings report and whether DraftKings can effectively scale its sports betting and prediction market offerings.

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 weigh a new CEO appointment and potential pipeline readouts against ongoing revenue challenges and competitive concerns in the Duchenne muscular dystrophy space. Community sentiment remains deeply divided, with discussions centered on long-term growth prospects for the siRNA programs versus short-term frustration over the stock's persistent range-bound trading behavior.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corp is trending as investors show strong interest in its record quarterly revenue and improved EBITDA, fueling discussions about a potential short squeeze given its high short interest. Community sentiment is mixed but largely optimistic, with bullish traders highlighting the firm's expanding space infrastructure contracts and the broader trend of capital rotation into the space and defense sectors.

Permian Resources Corp. is an oil and natural gas company, which focuses on returns to stakeholders through the responsible acquisition, optimization and development of crude oil and associated liquids-rich natural gas reserves. The company was founded on December 18, 2025 and is headquartered in Midland, TX.

Permian Resources Holdings Inc. - Ordinary Shares - Class A

Permian Resources Corp - Ordinary Shares - Class A

Permian Resources is currently a major focus for investors as it navigates significant operational success and robust production guidance, even as broader oil markets face volatility tied to geopolitical instability in the Middle East. The community is actively debating the company's ability to maintain its strong free cash flow and dividend profile against the backdrop of fluctuating commodity prices and regional supply bottlenecks.

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Magyar Telekom Telecommunications Plc engages in the provision of telecommunications services. It operates through the MT-Hungary, and North Macedonia segments. The MT-Hungary segment offers mobile and fixed line telecommunications, TV distribution, information communication and system integration services to millions of residential and business customers under the Telekom and T-Systems brands. The North Macedonia segment is involved in the full-scale mobile and fixed line telecommunications operations in North Macedonia. The company was founded on December 31, 1991 and is headquartered in Budapest, Hungary.

Magyar Telekom Telecommunications - ADR (Unsponsored)

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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