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Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors react to a significant pullback, with the community actively debating whether the stock is an oversold AI infrastructure opportunity or facing further downside risks. Discussion is heavily focused on the company's role in the AI-RAN market, recent insider buying, and anticipation of upcoming earnings providing a catalyst for a potential turnaround.

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

SPCX is facing intense volatility as investors brace for a massive insider share unlock event while navigating broader skepticism regarding the stock's valuation and the company's capital-intensive AI spending. The community is deeply divided, with bulls pointing to the upcoming Starship flight and potential strategic mergers with Tesla as catalysts for a squeeze, while bears are aggressively betting on further downside due to the anticipated surge in circulating supply.

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 weigh strong core business growth and accelerated Google Cloud demand against concerns over rising capital expenditure and the impact of unrealized investment gains on reported earnings. The community is actively debating whether Alphabet's massive infrastructure spending serves as a necessary foundation for long-term AI dominance or if it signals an unsustainable strain on cash flow.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as investors react to a significant earnings miss and squeezed margins, while community debate intensifies over Elon Musks aggressive spending on AI and robotics. The discourse is heavily split between long-term supporters pointing to future autonomy growth and bearish critics focusing on high capital expenditures, negative free cash flow, and skepticism regarding the potential merger with SpaceX.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is capturing significant community attention as investors debate its long-term role in addressing the surging electricity demands of AI data centers, fueled by ongoing speculation regarding international partnerships and potential government contracts. While some investors remain cautious due to recent price volatility and a lack of immediate commercial deal announcements, others are closely tracking technical indicators and institutional accumulation as a sign that the sector may be positioning for a major recovery.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending due to extreme volatility and massive, unusual trading volume that has sparked a fierce debate among investors over whether the activity signals institutional accumulation or ongoing market manipulation. The community is focused on the tension between significant institutional interest and high short interest, with many hoping that a breakout above key resistance levels will trigger a short squeeze.

NANO Nuclear Energy, Inc. is a microreactor and nuclear technology company, which provides supply energy services. Its products in technical development are ZEUS, a solid core battery reactor, and ODIN, a low-pressure coolant reactor. The company is founded by Jiang Yu in February, 2022 and is headquartered in New York, NY.

Nano Nuclear Energy Inc.

Nano Nuclear Energy is attracting significant attention as investors bet on the company's modular microreactor technology to meet the exploding energy demands of AI data centers. The community is actively debating the company's long-term commercialization roadmap, regulatory hurdles, and recent strategic partnerships, highlighting a sharp divide between those focused on the stock's speculative upside potential and those concerned about its lack of current revenue.

Sigma Lithium Corp. engages in the producing of a lithium property. It focuses its project in Minas Gerais. The firm also plans to build a world-class commercial-scale lithium concentration plant. The company was founded on June 8, 2011 and is headquartered in Sao Paulo, Brazil.

Sigma Lithium Corporation

Sigma Lithium is generating significant community conversation as investors debate the company's recent operational milestones and the potential for a rebound amidst broader lithium sector volatility. The discussion is primarily fueled by a mix of insider buying activity, positive production performance, and the persistent impact of alleged misinformation campaigns that continue to polarize sentiment among market participants.

X-Energy, Inc. operates as an energy company The firm focuses on modular nuclear reactors and fuel technology for clean energy generation. The company was founded by Kam Ghaffarian and Eben Mulder on 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-energy Inc

X-energy is currently trending as a key beneficiary of a new federal nuclear energy initiative aimed at powering AI-driven data centers, with investors highlighting its strategic partnerships with industry giants like Amazon and Nvidia. The community is actively debating the company's long-term commercial potential, institutional backing, and the broader race to solve infrastructure grid capacity issues using advanced modular reactors.

VS Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

UVIX is experiencing heightened volatility and community skepticism as traders debate the impact of geopolitical conflicts, such as the situation in Iran, on a ticker plagued by long-term decay. Investors are actively discussing the possibility of a major market correction, a reverse split, and the effectiveness of using this leveraged product as a hedge against broader market risks.

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Extremely Bearish 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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