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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is facing a massive sell-off as a revenue miss and weak third-quarter guidance trigger intense backlash from investors who are questioning the company's growth narrative. The community is actively debating whether the current price represents a deep-value buying opportunity given the firm's cash position or if the stock is trapped in a structural decline driven by leadership failures and intensifying competition.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

Sezzle is seeing intense community discussion following a series of strong quarterly earnings beats and raised financial guidance that continues to fuel bullish sentiment among retail investors. The conversation is heavily focused on the stock's significant short interest, with many participants actively betting on a potential short squeeze while highlighting the company's aggressive share buyback program and expanding market presence.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing a surge in community interest and trading momentum as investors look for beneficiaries of the broader AI infrastructure and optical networking buildout. The conversation is heavily focused on the company's optical interposer technology as a critical solution for high-speed, data-intensive AI clusters, with traders closely monitoring potential hyperscaler partnerships, upcoming earnings catalysts, and signs of increased production scaling.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as investors weigh the company's long-term strategic importance in U.S. critical mineral supply chains against recent price volatility and pressure from short sellers. The community is actively debating the impact of government defense-sector initiatives and the ongoing construction of the 10X magnet facility, with bulls maintaining conviction in the stock's role in domestic rare-earth independence.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is facing extreme volatility as investors react to a minor revenue miss and softer-than-expected guidance, sparking a heated debate between those viewing the sell-off as a severe overreaction to temporary execution issues and those concerned about slowing growth trajectories. The community remains deeply divided, with some aggressively loading the dip as a bargain-buy opportunity, while others point to institutional downgrades and sector-wide weakness as signs of a necessary valuation correction.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is currently a focal point for investors as it experiences extreme volatility alongside a broader re-evaluation of the AI optical infrastructure sector. Community discourse is sharply divided between those citing a blowout quarter and long-term supply agreements as signs of a structural inflection point, and skeptics who view the recent price swings as speculative pumping tied to structural risks and high valuation concerns.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

Serve Robotics is experiencing high volatility and negative sentiment as investors react to a significant reduction in full-year 2026 revenue guidance driven by lower Uber Eats delivery volumes. While some market participants are calling for a CEO change or speculating on a potential buyout, others view the current price action as an opportunity to accumulate shares in a long-term play on the growing autonomous delivery sector.

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

Tradr 2X Long SNDK Daily ETF

Sigma Lithium Corp. engages in the producing of a lithium property. It focuses its project in Minas Gerais. The firm also plans to build a world-class commercial-scale lithium concentration plant. The company was founded on June 8, 2011 and is headquartered in Sao Paulo, Brazil.

Sigma Lithium Corporation

Sigma Lithium is generating significant buzz as investors debate the impact of a recent short-seller report, while many in the community remain bullish on the company's long-term potential as a low-cost producer. Market sentiment is heavily divided, with traders closely watching upcoming earnings and production capacity expansions that supporters believe will trigger a major re-rating for the stock.

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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? 
 
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