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Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Anticipation of upcoming VK2735 maintenance-dosing data is driving attention, with traders focused on whether weight loss will remain durable across less-frequent subcutaneous and oral regimens and whether tolerability will support a differentiated obesity treatment. Bullish traders expect strong results to validate the Phase 3 program and potentially prompt partnership or acquisition interest, while skeptics emphasize the binary clinical risk, possible sell-the-news reaction, dilution, and managements communication record.

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

Anticipation of Teslas Cybercab launch and the reported addition of Cybercabs to its Texas robotaxi fleet are driving attention, with traders viewing the developments as evidence of progress toward autonomous ride-hailing. Bulls expect continued momentum and short covering, while skeptics argue the move reflects event hype and may reverse in a sell-the-news reaction, citing valuation and unresolved autonomy concerns.

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.

Roblox is drawing attention after weak earnings guidance, including slowing monetization, expected bookings declines, and the withdrawal of full-year outlook, which triggered a sharp selloff and analyst downgrades. Traders are split between viewing the drop as an overreaction and bounce opportunity versus expecting further downside because of uncertain growth, profitability, and platform-safety concerns.

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.

Renewed U.S.-Iran strikes and escalating Strait of Hormuz tensions dominate discussion, with traders linking the conflict to higher oil prices, inflation concerns and broader market risk. Reactions are sharply divided, with some defending Trumps military and energy policies while others criticize the escalation and its potential economic and political costs.

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 lawmakers narrower wildfire legislation failed to provide the liability protections investors expected, leaving Edison International exposed to potentially significant wildfire claims and prompting analyst downgrades. Traders are divided between viewing the selloff as an overreaction given the utilitys regulated business and dividend, and fearing credit pressure, dividend cuts, or severe financial consequences if liability remains unresolved.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Bitcoins rally and Strives continued expansion of its Bitcoin treasury have drawn attention, with traders viewing ASST as a high-beta Bitcoin proxy that is outperforming larger peers. The community is broadly bullish and focused on potential short-covering, while some traders warn that future dilution and warrant exercises could offset the momentum.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credos scheduled quarterly earnings report is the dominant catalyst, with traders focused on AEC and hyperscaler demand, margins, revenue mix, and forward guidance. The community is split between expectations for another strong beat and concern that elevated valuation, customer concentration, and volatile AI-sector trading could trigger a sharp post-earnings selloff.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

QNXs expansion into physical AI, autonomous vehicles, and roboticshighlighted by NVIDIA and semiconductor/OEM partnerships, production-ready platforms, and anticipated Alloy Kore customer newsis driving attention. Bullish traders view this as evidence of a scalable move into higher-value middleware and recurring revenue, while skeptics note that several collaborations have not yet disclosed material revenue and Alloy Kore has no confirmed commercial win.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai is drawing attention ahead of its fiscal Q1 2027 earnings report, with traders focused on whether founder Thomas Siebels return as CEO and reported share purchase can revive growth. The community is divided between a potential short squeeze fueled by high short interest and bullish options activity, and concerns about declining revenue, cash burn, and the companys weak operating track record.

UNI is the governance token for Uniswap, an Automated Market Marker DEX on the Ethereum blockchain. The UNI token allows token holders to participate in the governance of the protocol. Key decisions such as usage of the treasury or future upgrades can be decided through a governance vote.

UniSwap

Attention is centered on Uniswaps UNIfication governance proposal, which would activate protocol-fee capture and introduce a large UNI burn with ongoing fee-funded burns. Traders are broadly bullish on the potential supply reduction and revenue alignment, while some remain skeptical because approval and the burns lasting deflationary impact were still viewed as uncertain and price action has been volatile.

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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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