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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 currently trending as a highly contentious battleground between institutional bulls and aggressive short sellers following the successful Vineland planning board vote to approve its controversial data center expansion. While the community remains sharply divided between those cheering the firm's rapid AI infrastructure growth and critics labeling the stock a momentum-driven bubble, active discussion is dominated by intense speculation regarding a potential short squeeze against prominent bears and the impact of the project's regulatory approval on future valuation.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending as it faces a critical March 2027 trial date for its $110 billion merger with Warner Bros. Discovery, a delay that has ignited intense community debate over potential settlement concessions and the possibility of relocating operations out of California. Investors are actively discussing the company's financial health, the impact of significant "ticking fees," and the potential for a strategic asset sale of CNN to overcome regulatory resistance.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is experiencing significant volatility as investors weigh escalating geopolitical tensions in the Middle East and a sharp, multi-year spike in long-term Treasury yields against the ongoing AI-driven market momentum. While some traders are bracing for a deeper pullback, the community is actively debating whether these pressures signal a structural market shift or simply another dip to be bought by an army of retail investors.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Market participants are fixated on rising bond yields and geopolitical tensions, with many traders debating whether the recent dip represents a healthy cooling period or the beginning of a deeper correction. Sentiment remains polarized as the community watches for a potential breakdown below key support levels while speculative activity in high-beta tech and AI-related stocks continues to drive volatility.

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 experiencing significant downward pressure as investors grow cautious following disappointing guidance, while the community remains sharply divided between those betting on a potential short squeeze and critics pointing to long-standing concerns over accounting practices and debt management.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is facing intense selling pressure as a 12-year low sparks heated community debate over its 'Win Now' restructuring strategy and long-term brand relevance. Investors remain sharply divided, with some betting on a generational value opportunity while others argue that shifting consumer preferences and structural headwinds justify the stock's continued decline.

Investment Managers Series Trust II - Tradr 2X Short SNDK Daily ETF

Tradr 2X Short SNDK Daily ETF

Tradr 2X Short SNDK Daily ETF is trending as investors react to extreme volatility in SanDisk, with the community actively debating whether to capitalize on a short-term pullback or remain cautious due to the aggressive price swings and potential for further downside. Traders are heavily focused on the stock's recent performance as a proxy for broader semiconductor sector sentiment, weighing news of factory expansion cancellations against ongoing demand for memory chips.

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 as investors weigh its pivot toward becoming an AI infrastructure provider against potential regulatory and geopolitical headwinds. The community is actively debating the company's competitive position as Chinese AI models gain global adoption, with sentiment divided between bullish outlooks on AI-driven growth and concerns over the stock's long-term performance as a value trap.

Amylyx Pharmaceuticals, Inc. is a biotechnology company focused on the discovery and development of therapies for diseases with significant unmet medical need, with an emphasis on endocrine and neurodegenerative disorders. Its program, avexitide, is a once-daily GLP-1 receptor antagonist being developed for the treatment of post-bariatric hypoglycemia. Amylyx’s pipeline also includes investigational programs targeting Wolfram syndrome and amyotrophic lateral sclerosis (ALS). The company was founded by Joshua Cohen and Justin Klee in 2013 and is headquartered in Cambridge, MA.

Amylyx Pharmaceuticals Inc

Amylyx Pharmaceuticals is experiencing significant after-hours interest following the announcement of a specific, confirmed date for topline Phase 3 LUCIDITY trial results for avexitide. Community discussion is heavily focused on the potential for a positive data catalyst to de-risk the company's commercial path in post-bariatric hypoglycemia, with many traders actively positioning for significant upside ahead of the results.

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 experiencing intense market volatility driven by heated political discourse surrounding Donald Trump's administration and its controversial foreign policy decisions, specifically regarding conflicts in the Middle East. Investors and community members are actively debating the stock's long-term viability as sentiment remains deeply polarized by broader geopolitical tensions, record national debt concerns, and the stock's heavy reliance on the former president's personal brand.

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OneIM Acquisition Corp. operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on September 05, 2025 and is headquartered in New York, NY.

OneIM Acquisition Corp. - Ordinary Shares - Class A

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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OIMOneIM Acquisition Corp. - Ordinary Shares - Class A

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