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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing significant downward pressure as investors grow increasingly concerned over the company's heavy debt load and massive capital expenditure requirements for AI data centers. While some community members view the stock as a long-term value opportunity following the recent pullback, others are actively debating whether infrastructure demand can justify the current financing risks and leadership strategy.

Shiba Inu (SHIB) is a decentralized, community-led cryptocurrency ecosystem built on the Ethereum blockchain. Originally launched as a meme-based project, it has evolved into a comprehensive financial ecosystem designed to offer a decentralized alternative to traditional banking. Its main value proposition lies in its transition from a social phenomenon into a functional utility network, supported by a vast global community known as the ShibArmy and a commitment to 100% community ownership with no central leadership.  The ecosystem features its own decentralized exchange, ShibaSwap, where users can trade, provide liquidity, and earn rewards. To address Ethereum’s high costs and slow speeds, the project utilizes Shibarium, a Layer 2 scaling solution that processes transactions faster and more affordably.  The project employs a unique three-token model to manage its economy and governance. SHIB serves as the primary currency for trading and payments, while LEASH offers scarcity-based incentives for dedicated supporters. BONE acts as the governance token, allowing holders to vote on proposals through the Doggy DAO and serving as the native gas token for the Shibarium network.

Shiba Inu

Shiba Inu is seeing heightened community engagement driven by aggressive token burn initiatives, as supporters weigh these ecosystem developments against the project's long-term supply challenges. The discourse is polarized, with participants actively debating potential for parabolic price action versus skepticism regarding the sustainability of the current meme-coin market cycle.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is currently the subject of intense retail speculation as investors closely track Dr. Patrick Soon-Shiong's recent travel and prior mentions of global expansion, heightening expectations for a major announcement before month-end. While the community is divided between long-term optimism regarding the science of Anktiva and frustration over the lack of concrete catalysts, the active discussion remains focused on potential institutional partnerships and earnings as primary drivers for a significant shift in share price.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending after an FDA advisory committee issued a favorable recommendation for the inclusion of certain peptides on a list for pharmacy compounding, fueling investor optimism over expanded market opportunities. While the broader market remains volatile, the community is actively debating the stock's long-term growth potential and the impact of significant short interest on recent price movements.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending as investors aggressively position ahead of upcoming earnings, with the community closely tracking institutional accumulation, contract backlog growth, and the broader data center infrastructure demand. Market participants are balancing optimism over significant hyperscaler capex spending against lingering volatility from macro factors and regional geopolitical tensions.

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 is trending due to community debate over the company's autonomous vehicle strategy and its rumored acquisition of Delivery Hero, with investors weighing the potential for global scale against fears of high integration costs. Meanwhile, the stock's recent price consolidation has sparked active discussions among traders regarding entry points, long-term thesis stability, and the impact of persistent institutional short-term sell-offs.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is experiencing heightened volatility and intense community debate as investors navigate a significant valuation premium for its ADRs compared to its Korean-listed shares alongside a massive new multi-billion dollar AI infrastructure partnership with Nvidia. While bullish investors point to these long-term secured contracts and the critical role of HBM memory in global AI expansion, many retail traders are expressing frustration over extreme price swings and the uncertainty surrounding the upcoming ADR conversion window.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is capturing market attention following a massive partnership agreement with SK Group to develop AI infrastructure, including next-generation memory and large-scale data centers. While some investors remain skeptical about the sustainability of AI capital expenditures, the community is heavily focused on this deal as a potential catalyst to overcome hardware supply bottlenecks and reinforce the company's long-term enterprise demand.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

Axsome Therapeutics is trending as the community celebrates the FDA approval of Auvelity for the treatment of agitation associated with Alzheimer's disease. Investors are actively discussing the stock's long-term growth potential and expanded peak sales projections, while closely monitoring upcoming earnings and pipeline developments in ADHD and other CNS indications.

Cronos is an institutional-grade, high-performance, EVM-compatible Layer-1 blockchain built on the Cosmos SDK and integrated with the Inter-Blockchain Communication (IBC) protocol, designed as the backbone for open, compliant, and AI-accessible tokenized markets. It supports up to 60,000 transactions per second (TPS), 500ms block times, instant finality, and sub-$0.01 fees via Proof of Authority consensus.

Crypto.com Coin

Crypto.com Coin (CRO) is seeing heightened investor attention driven by anticipation surrounding upcoming regulatory milestones and potential ETF launches, while the community remains divided over the impact of ongoing token emissions. Additionally, the Cronos ecosystem is generating buzz through the emergence of community-led meme coins like $MERY.X, which investors are highlighting for their 'rug-proof' security features and strong correlation with CRO.

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Healthpeak Properties, Inc. engages in acquiring, developing, owning, leasing, and managing healthcare real estate across the United States. It operates through the following segments: Outpatient Medical, Lab, and Senior Housing. The Outpatient Medical segment includes outpatient medical buildings and hospitals. The Lab segment consists of laboratory and office space. The Senior Housing segment includes life plan communities and unconsolidated joint venture with a sovereign wealth fund that owns 19 senior housing assets and loans receivable. The company was founded in March 1985 and is headquartered in Denver, CO.

Healthpeak Properties Inc.

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.03	--	--	N/A
Q1 '26	$0.05	$0.28	430.66%	BEAT
Q4 '25	$0.07	$0.16	128.68%	BEAT
Q3 '25	$0.06	-$0.17	-388.97%	MISSED
Q2 '25	$0.06	$0.05	-21.86%	MISSED

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