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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

Cybercab momentum is driving attention as Tesla adds pedal-less vehicles to its Texas robotaxi fleet ahead of the planned launch event, alongside continued FSD and Optimus speculation. Traders are largely bullish and discussing call-driven momentum and possible short covering, while skeptics argue the event may be a sell-the-news catalyst and question Teslas autonomy execution and valuation.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

Hawkish Federal Reserve messaging, elevated oil-driven inflation risks and heavy government borrowing are keeping long-term Treasury yields high, pressuring TLT. Traders are divided between expecting further weakness as rate-hike odds rise and betting that Treasury buybacks could spark a short-term bond rally, while skeptics say the intervention does not address the underlying fiscal strain.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

GTA VI gameplay leaks and reaction to its extended preview are driving attention, with traders debating whether the footage signals a weaker, delayed, or less monetizable launch. Bulls view the leaks as outdated publicity and continue buying the dip, while bears cite potential performance, PC-release, and GTA Online concerns as reasons for the selloff.

Edison International is a renewable energy company, which operates through its subsidiaries. It supplies and distributes electric power, and also invests in energy services and technologies. The company was founded on July 4, 1886, and is headquartered in Rosemead, CA.

Edison International

California wildfire legislation failed to provide the liability protections investors expected, leaving Edison International exposed to potentially significant wildfire claims and prompting analyst downgrades and a sharp selloff. Traders are split between viewing the move as an overreaction and dividend-driven buying opportunity versus fearing prolonged legal, credit, and dividend risk if liability remains uncapped.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Weak quarterly results, slowing monetization, a projected bookings decline, and the withdrawal of full-year guidance have driven a sharp repricing in Roblox shares. Traders are divided between viewing the selloff as an overreaction and bounce opportunity, or expecting further downside as analyst downgrades and uncertainty over growth and profitability weigh on sentiment.

Structure Therapeutics, Inc. is a clinical stage global biopharmaceutical company, which engages in developing novel oral therapeutics to treat a wide range of chronic diseases with unmet medical needs. Its pipeline includes Aleniglipron GSBR-1290, ACCG-2671, GIPR, GCGR, ANPA-0073, and LTSE-2578. The company was founded by Raymond C. Stevens in 2016 and is headquartered in South San Francisco, CA.

Structure Therapeutics Inc - ADR

Attention is centered on Structure Therapeutics oral GLP-1 obesity program, including upcoming Phase 3 and amylin data catalysts. Traders are also speculating that the company could attract a partnership or buyout from big pharma, although no transaction has been confirmed and some debate the drugs tolerability, liver-safety risks, and competitive positioning.

Root, Inc. is a technology insurance company, which engages in the provision of insurance services. It offers mobile telematics and technology platforms to segment individual risk based on complex behavioral data and customer experience to make pricing decisions and grow businesses. It provides insurance products and services in the United States. The company was founded by Alexander E. Timm and Daniel Manges in February 2015 and is headquartered in Columbus, OH.

Root Inc - Ordinary Shares - Class A

Root Inc

Attention is centered on Roots Q2 earnings and outlook: profitability, cash generation, and the share-buyback program are being weighed against flat revenue and declining policies in force, with reduced marketing cited as both improving margins and potentially weakening growth. Bulls point to valuation and expanding distribution partnerships, while bears argue that stalled growth and intense auto-insurance competition make the stock a value trap.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

A better-than-expected quarterly report, raised outlook, improving Atlas growth, and analyst target increases have driven attention, with traders framing MongoDB as an AI and cloud-data infrastructure beneficiary. The community is split after an unusually sharp post-earnings swing, with bulls citing strong fundamentals and potential short covering while skeptics point to valuation, conservative commentary, and options-driven volatility.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

A broad post-SpaceX IPO reset and Planet Labs large ATM offering have driven a steep selloff, with traders citing capital rotation away from other space names, weak momentum, and dilution concerns. The community is split between bearish views that the stock needs a strong earnings report or new contracts to recover and bullish investors focused on its backlog, defense/AI demand, and potential for a turnaround.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernova is drawing attention after quarterly results triggered a sharp selloff over an earnings miss, despite stronger revenue, raised full-year guidance, and a record backlog tied to power, grid, and AI data-center demand. Traders are divided between viewing the reaction as an overreaction and buying opportunity versus warning that valuation, wind-segment losses, tariffs, and execution risks justify further downside.

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Public Service Co. of New Mexico provides electricity and electric services. It offers payment options, billing, save money and energy and business energy analyzer. The company was founded in 1917 and is headquartered in Albuquerque, NM.

TXNM Energy 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$1.56	--	--	N/A
Q2 '26	$0.56	$0.58	3.59%	BEAT
Q1 '26	$0.30	$0.21	-30.64%	MISSED
Q4 '25	$0.69	$0.48	-30.09%	MISSED
Q3 '25	$1.52	$1.33	-12.24%	MISSED

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