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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is attracting significant investor attention as the company aggressively accelerates its AI infrastructure buildout, including plans to double compute capacity and launch its own AI chips. Community members are actively debating the long-term impact of this capital expenditure, with many bulls viewing the move as a strategic moat-building effort while bears remain skeptical about the potential for near-term margin pressure.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors react to the company's major $875.8 million acquisition of DZYNE Technologies, which significantly bolsters its defense portfolio and autonomous drone capabilities. The community is actively debating the impact of share dilution versus the company's aggressive revenue growth, with many focused on the stock's potential for a short squeeze amidst heavy short interest and new government contract opportunities.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is seeing heightened investor activity and significant trading volume as the market monitors a potential housing bill set to become law, fueling speculation about a momentum-driven breakout. Community discourse remains divided between long-term investors tracking institutional accumulation and skeptics wary of the company's historical volatility and fundamental performance.

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 is trending following a significant rally as shareholders anticipate the long-awaited announcement of an anchor tenant and major infrastructure developments. The community is actively debating the company's future while navigating ongoing proxy governance tensions and evaluating the impact of recent senior note offerings on long-term dilution.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

Fubo is trending following the appointment of Alisa Bowen, a former Disney streaming executive, as the company's new CEO, replacing David Gandler. The community is sharply divided, with bulls viewing the leadership change as a long-overdue strategic reset and potential path toward institutional interest, while bears remain skeptical due to the stock's persistent downward performance and lingering concerns over business fundamentals.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Walt Disney Co. is currently trending as investors weigh the box office performance of its latest Star Wars release against ongoing concerns regarding the company's streaming profitability and range-bound stock price. While some market participants are optimistic about Disney's theme park monetization and advertising strategy, others are focused on potential value traps and long-term stagnation, sparking debate over whether the stock is a long-term buy or a fundamental laggard.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It operates through the following segments: Uranium, Rare Earth Elements (REE), and Heavy Mineral Sands (HMS). The uranium segment engages in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties and the recycling of uranium-bearing materials generated by third parties along with the exploration, permitting and evaluation of uranium properties in the U.S. The REE segment is engaged in the company’s initiatives to progress towards full REE separation capabilities at the Mill to produce both light and heavy separated REE oxides in the coming years. The HMS segment engages in the exploration, development and recovery of HMS at the Kwale Project, Bahia Project, Vara Mada Project and the company’s equity method investments in the Donald Project JV and Tate. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels Inc. is experiencing significant investor focus due to a 725 million dollar government loan commitment and a strategic 1.9 billion dollar acquisition of German magnet manufacturer Vacuumschmelze, moves that investors see as positioning the company as a key domestic rare earth and uranium supply chain leader. While many in the community are optimistic about its national security role and long-term multisector potential, others are expressing frustration over recent price volatility, leading to heated debates regarding the stock's valuation and short-term performance.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is trending as investors digest a major blowout earnings report that triggered substantial analyst price target hikes, while the community actively debates whether the stock is undergoing a healthy post-rally consolidation or facing deeper structural selling pressure. Discussions remain focused on the company's long-term pivot toward networking and AI infrastructure, with bulls highlighting the stock's discounted valuation relative to peers and long-term upside potential.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Starbucks is trending as investors weigh recent cost-cutting measures, including aggressive workforce reductions and the development of internal AI software to reduce reliance on third-party vendors, against ongoing concerns about consumer spending power. While community debate remains split between bullish sentiment over long-term margin improvement and skepticism regarding the effectiveness of these operational pivots in a tightening economic environment, the stock continues to be a focal point for discussion around consumer discretionary resilience.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital is trending following the announcement of a large-scale land acquisition in Texas intended to double the company's power capacity for Bitcoin mining and AI infrastructure. While community sentiment remains polarized, investors are actively debating the company's ability to execute this long-term strategy versus the risks of management's historical performance, share dilution, and lack of signed tenants.

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POINT Biopharma Global, Inc. is a radiopharmaceutical company. It engages in the business of building a platform for the clinical development and commercialization of radioligands that fight cancer. The company was founded by Joe McCann and Neil E. Fleshner on April 15, 2020 and is headquartered in Indianapolis, IN.

POINT Biopharma Global 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.

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