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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as investors aggressively buy the dip, signaling a shift in sentiment toward seeing high AI infrastructure spending as a long-term growth engine rather than a fiscal burden. The community is actively debating the sustainability of this recovery, with many highlighting strong cloud revenue growth and the strategic necessity of capital expenditures to maintain leadership in the competitive AI landscape.

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 heightened volatility and intense community debate as investors react to increased competition from prediction markets and a broader sell-off across the gambling sector. While some traders are aggressively shorting the stock, others are viewing the current price action as an accumulation opportunity ahead of upcoming earnings and the start of the football season.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber Technologies Inc. is facing renewed downward pressure as reports circulate that Waymo is exploring an end to their robotaxi partnership, fueling concerns about the company's autonomous strategy and long-term competitive positioning. Despite these headlines, many community members remain focused on the firm's strong free cash flow and core mobility business, viewing the current volatility as a potential buying opportunity.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is currently facing significant volatility as investors weigh strong quarterly earnings against the massive impending unlock of insider shares. The community is sharply divided, with bulls pointing to aggressive AI infrastructure growth and long-term scaling, while bears are actively shorting the stock in anticipation of a potential sell-off once insider lock-up restrictions expire.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors debate the impact of significant leadership departures alongside continued heavy investment in AI infrastructure, with the community actively split between viewing the dip as a prime buying opportunity and fearing potential project delays. Analysts remain largely bullish on the company's long-term execution, highlighting the critical nature of its strategic partnerships and the rapid expansion of the broader AI cycle.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. shares are surging as the company reported a revenue beat and strong outlook, fueling community excitement over signs of a potential turnaround and a shifting momentum toward AI and AR smartglasses. While some investors remain skeptical of management and persistent dilution, the community is actively debating whether this performance marks a sustainable pivot or another volatility-driven trap.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine is trending as shares rally on strong institutional interest and anticipation of continued growth following a positive earnings update. The community is actively discussing the stock's potential for a broader re-rating, with many focusing on whether recent momentum can push the price higher as investors weigh institutional accumulation against short-term profit-taking.

Shake Shack, Inc. engages in the operation and licensing of Shake Shack restaurants which serve burgers, hot dogs, crinkle cut fries, shakes, frozen custard, beer, wine, and related products. The company was founded by Daniel Harris Meyer on September 23, 2014 and is headquartered in New York, NY.

Shake Shack Inc - Ordinary Shares - Class A

Shake Shack is seeing a surge in investor interest following news that activist firm Starboard Value has taken a significant position in the company, fueling optimism for a potential operational shakeup. The community is actively debating the stock's future, weighing this activist catalyst against ongoing concerns about growth, margins, and the broader competitive landscape for fast-casual dining.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is seeing increased investor focus as the market navigates volatility driven by persistent geopolitical tensions, shifting central bank policies, and concerns over U.S. debt levels. Community members are actively debating the sustainability of the current price action, with many weighing whether the recent trend indicates a structural reversal or another period of consolidation amidst broader macroeconomic uncertainty.

Rigel Pharmaceuticals, Inc. operates as a clinical stage biotechnology company. It discovers and develops novel, targeted drugs in the therapeutic areas of immunology, oncology and immune oncology. The firm focuses on intracellular signalling pathways and related targets that are critical to disease mechanisms. The company's products include Tavalisse, Fostamatinib and R835. Rigel Pharmaceuticals was founded by Donald G. Payan, James M. Gower, Thomas A. Raffin, Garry P. Nolan and Ronald B. Garren on June 14, 1996 and is headquartered in South San Francisco, CA.

Rigel Pharmaceuticals

Rigel Pharmaceuticals is experiencing intense investor scrutiny and volatility as the community debates the strategic implications of the company's Q2 earnings report, the early commercial launch of Veppanu, and significant ongoing short interest. Investors are focused on the company's ability to maintain profitability without relying on one-time milestone payments while navigating skepticism regarding management's long-term vision versus potential M&A activity.

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Nutech Inc

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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