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Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as investors anticipate the imminent finalization of its acquisition of Northern Data, a strategic move that integrates significant GPU compute power and data center infrastructure under the new 'RUM Group' holding company. Community sentiment is driven by bullish expectations of a short squeeze due to high short interest, potential government cloud contracts, and the newly established alignment between Rumble's media platform and AI-focused infrastructure.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors debate the geopolitical impact and potential fiscal consequences of a proposed U.S.-Iran memorandum of understanding. The community remains deeply polarized, with active discussions focused on the deal's structural viability, the administration's foreign policy approach, and the stock's long-term implications for shareholders.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood (HOOD) is trending as investors react to a significant workforce reduction announced alongside record-breaking trading volumes, fueling a broader community debate about the company's operational efficiency. Traders are closely monitoring the stock's ability to maintain upward momentum as it reclaims key moving averages, with active discussions focused on whether recent cost-cutting measures and expanded product offerings can sustain long-term growth.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is trending as the community debates a divergence between the company's delivery growth and a stagnant stock price, often attributed to heavy market-maker manipulation and broader negative sentiment toward Chinese equities. Investors are actively discussing the company's battery swap milestones and profitability milestones while expressing frustration over the lack of institutional accumulation compared to high-flying U.S. tech and space sectors.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending due to significant selling pressure following a regulatory crackdown on e-commerce promotional practices, with community sentiment deeply divided between investors attempting to call a bottom and those frustrated by the stock's persistent, long-term downward performance. Traders are actively debating whether the current price levels offer a deep-value opportunity or a repeating value trap, while simultaneously watching for broader signals from the Chinese market and the impact of the company's aggressive pivot toward AI and cloud-driven growth.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is seeing significant market momentum driven by its upcoming inclusion in the Nasdaq-100 index, which is triggering forced institutional buying and short-covering activity. The community is focused on the company's role as a neocloud leader and its strategic AI infrastructure buildout, sparking intense debate between long-term bulls betting on hyperscaler-grade growth and skeptics concerned about high valuations and cash burn.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is facing intense volatility as traders debate the sustainability of its recent price action amidst ongoing legal scrutiny, active insider selling, and mixed reactions to broader used-car sector earnings. While some investors are betting on potential squeeze patterns and tactical bounces, many others remain skeptical, citing concerns over high valuations, predatory lending allegations, and mounting pressure from undisclosed regulatory inquiries.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is trending as market participants focus on its AI-driven transformation, highlighted by strong cloud infrastructure growth and the potential value unlock from its upcoming AI chip unit IPO. Investors remain divided, with some actively accumulating shares on pullbacks betting on a long-term re-rating, while others caution against ongoing geopolitical risks and regulatory uncertainty surrounding Chinese ADRs.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi LLC is attracting significant investor attention as market participants speculate on the potential for major infrastructure partnerships and tenant signings following recent corporate restructuring. While discussions are fueled by high-conviction call buying and aggressive accumulation, sentiment remains polarized due to ongoing governance disputes and investor concerns over the company's path to operational revenue.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is facing significant downward pressure as investors digest a warrant exchange transaction that simplifies the company's capital structure. Despite the volatility, the community is actively debating whether this pullback represents an overreaction to technical dilution concerns or a strategic entry point given the company's sustained revenue growth and ongoing role in the drone and defense battery sector.

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Odyssey Therapeutics Hits $900M Valuation In Nasdaq Debut, Stock Climbs 13% Before Diving Lower

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The Boston-based clinical-stage biopharmaceutical company raised $279 million through an upsized offering, issuing 15.5 million shares of its common stock.

Odyssey Therapeutics, Inc. is a clinical-stage biopharmaceutical company which develops medicines for autoimmune and inflammatory diseases. Its programs include OD-001, an oral small-molecule scaffolding inhibitor of receptor-interacting protein kinase 2, or RIPK2, and OD-002, an oral small-molecule inhibitor of solute carrier family 15 member 4, or SLC15A4. The company was founded by Gary D. Glick, Melissa Merrick and David L. Pompliano in April 2021 and is headquartered in Boston, MA.

Odyssey Therapeutics Inc

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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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