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GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops preliminary second-quarter results and amended convertible-note exchange are driving attention, with traders weighing improved operating profitability against lower revenue, reduced cash, and dilution concerns. Unusual strength in the companys warrants has fueled speculation about a possible extension, hedging activity, or an upcoming move ahead of earnings, though no explanation is confirmed.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as its pivotal REGAL Phase 3 AML trial approaches the final event trigger, with the companys last confirmed count still at 78 of 80 and traders speculating about when the milestone and subsequent topline data will be announced. Bullish participants point to unusually long patient survival and favorable comments from pharmaceutical-industry professionals, while bears question the delay, trial design, and whether the results will meet the statistical bar.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas settlement of U.S. child-safety and teen-addiction claims is the dominant catalyst, with traders viewing the resolution as removing a major legal overhang despite required payments and new safeguards. Bullish participants argue the financial impact is manageable and uncertainty has cleared, while bears remain concerned about continuing lawsuits, regulatory restrictions, and heavy AI spending.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

Anticipation of broader federal marijuana rescheduling to Schedule III and the pending administrative-law-judge recommendation is driving attention, with traders expecting 280E tax relief and improved capital access for Trulieves U.S. medical-cannabis business. The community is broadly bullish and also cites the NYSE listing and state expansion, though some caution that the recommendation is nonbinding, final DEA action remains unresolved, and the stock may be overbought.

Helium is a decentralized machine network powered by a physical blockchain. The network is created by gateways who also double as miners on our network. These gateway operators can earn tokens based on coverage they provide as well as transaction fees gained from machines connecting to their gateway  Helium is a new cryptocurrency. Hotspots earn for providing and validating wireless coverage and when devices on the network connect to the internet through Hospots  Helium is mined and distributed to Hotspot Owners, Helium Inc, and investors. There is no pre-mine of Helium, and every month approximately 5,000,000 new Helium are minted.  At the end of each mining period, roughly every 30 to 60 mins, Helium is distributed according to the allocation shown:

Helium

Reported adoption of Heliums network by Celina, Texasconverting existing city WiFi into mobile coveragehas fueled renewed interest in HNTs DePIN and real-world utility thesis, alongside discussion of carrier offload and mobile growth. Bullish traders view the deployment and sharp momentum as evidence of broader adoption, while skeptics point to token dilution, weak hotspot economics, and management concerns.

Xanadu Quantum Technologies Ltd. engages in the provision of quantum computing solutions for enterprise and government customers. The company was founded by Christian Weedbrook on October 2, 2025 and is headquartered in Toronto, Canada.

Xanadu Quantum Technologies Ltd. - Ordinary Shares - Class B (Sub Voting)

Canadian government backing for Xanadus quantum manufacturing and supply-chain expansion is driving attention, with traders debating whether additional federal and provincial support will follow. Bulls view the funding as validation of Xanadus photonic quantum strategy, while skeptics focus on dilution, execution risk, and the muted share-price reaction.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Positive Phase 3 SHASTA-3 and SHASTA-4 results for plozasiran in severe hypertriglyceridemia are driving attention, after the studies met their primary and secondary endpoints and showed significant reductions in triglycerides and acute pancreatitis events. Traders are broadly bullish on the potential for a broader FDA label and commercial growth, though some remain cautious about valuation, competition from Ionis, and volatile options-driven trading.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

A strong quarterly earnings beat and raised outlook, supported by accelerating AI data-center demand for optical connectivity, has made Lumentum a focal point in the photonics sector. Traders remain divided as the stocks muted and highly volatile post-earnings reaction raises concerns about elevated valuation, profit-taking and options-related pressure.

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

A newly filed shelf registration has drawn attention, with traders debating whether it is a routine renewal or a precursor to future dilution; the filing added pressure to an already weak post-earnings outlook. Others point to heavy short interest and possible S&P 500 removal as potential sources of volatility, including short-squeeze speculation.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

A strong Q2 earnings beat and raised full-year guidance have drawn attention, but Rubrik shares sold off sharply as traders focused on slower expected second-half and cloud net-new ARR growth, elevated valuation, and profit-taking after a major pre-earnings rally. Bulls view the decline as an overdone sell-the-news reaction and buying opportunity, while bears point to deceleration, stock-based compensation, and possible insider selling; broader cybersecurity and software weakness added pressure.

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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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