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The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is trending as investors react to reports that activist investor Nelson Peltz's Trian Partners is preparing a take-private bid, fueling intense community speculation about a potential short squeeze. While some traders are aggressively buying the rumor and betting on a premium exit, others are debating the company's fundamental turnaround prospects and historical resistance levels.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is surging as investors react to stellar earnings that featured massive year-over-year revenue growth and significant contract wins, effectively silencing short-sellers who previously targeted the stock. The community is actively celebrating the company's strong execution in the AI infrastructure space, with many users highlighting how the report serves as a major blow to prominent short positions.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is seeing a surge in investor interest and volatility following a strong earnings report that featured massive revenue growth, an expansive new order backlog, and aggressive future revenue guidance. The community is actively debating the stock's massive growth potential against persistent skepticism regarding management's credibility, resulting in a tense tug-of-war between retail bulls aiming for a short squeeze and bearish analysts questioning the sustainability of recent margin improvements.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is trending as investors weigh strong recent contract wins and institutional accumulation against concerns over volatility in the broader space sector and potential dilution risks. The community is actively debating the company's long-term valuation relative to major industry peers and closely monitoring upcoming earnings and lock-up expiration dates.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing high volatility as the community actively debates whether the stock is a long-term AI infrastructure winner or a short-term pump-and-dump trap ahead of upcoming earnings. Investors are fixated on the stock's aggressive price swings and recent high-profile partnerships with AMD and CrowdStrike, while bears remain focused on valuation concerns, insider selling, and potential dilution risks.

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 after missing revenue expectations, fueling heated community debate over whether the current sell-off is an overreaction to minor execution issues or a sign of deeper structural weakness. Investors are divided between those aggressively buying what they view as a high-margin, undervalued growth opportunity and others bracing for further downside amid aggressive analyst downgrades and persistent short-selling pressure.

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 Platforms is facing intense scrutiny as a U.S. appeals court allowed thousands of lawsuits to proceed, alleging the company designed platforms to be addictive to young users. While the community remains divided between those viewing the legal overhang as a long-term buying opportunity and others frustrated by the stock's recent volatility and inability to sustain gains.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is seeing significant momentum as the community reacts to a strong earnings report that validates the explosive growth in AI-driven optical networking. Investors are actively discussing the company's critical role in data center infrastructure and debating potential entry points amid broader sector-wide volatility and speculative interest in optical hardware.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is gaining significant institutional momentum and retail interest as it advances its lead immunotherapy candidate, CAN-2409, toward a planned BLA submission for localized prostate cancer. The community is actively discussing the company's strong institutional backing and tight float, with investors closely watching for upcoming clinical data, manufacturing updates, and conference presentations to drive a potential breakout.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending due to a massive revenue beat and raised full-year guidance that significantly outpaced market expectations, further fueled by new defense contracts with DARPA and the NRO. The community is actively debating the company's valuation and long-term viability, while bulls highlight institutional support and successful commercial expansion as key drivers for potential upside momentum.

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Pershing Square USA, Ltd. to Publish its Semiannual Report on August 13, 2026

Pershing Square USA, Ltd. (NYSE:PSUS) (PSUS) today announced that it plans to publish its semiannual report to shareholders for the period ended June 30, 2026, which will include the Investment Managers quarterly portfolio review, on August 13, 2026. Concurrently with the release of PSUSs...

Pershing Square USA, Ltd. Notes Quarterly Communications Format

Pershing Square USA, Ltd. (NYSE:PSUS) (PSUS or the Company) today announced that beginning with the second quarter 2026, Pershing Square Inc. (NYSE:PS), the parent company of PSUSs Investment Manager, will release its financial results and host an earnings webcast and conference call with analysts...

Bill Gates’ Foundation Sells Last Of Microsoft

Equity

The Gates Foundation Trust disclosed the sale of its remaining 7.7 million shares on Friday.

Bill Ackman Reveals New Microsoft Stake — Compares MSFT Setup To Earlier GOOG, AMZN, META Bets

Ackman also stated in a post on X that his closed-end fund, Pershing Square USA, also made Microsoft a core holding recently.

PS, PSUS Stocks Recover From Rocky $5B Debut, But Close Week Below Listing Price

Bill Ackman’s newly listed Pershing Square and closed-end fund Pershing Square USA end week below listing price.

Bill Ackman Says He Wasn’t Blaming Retail Investors For PSUS Stock’s Post-IPO Tumble: ‘I Was Simply Explaining…’ 

The founder and CEO of Pershing Square Capital Management said he simply clarified to the media that favoring retail allocations over institutional orders could have led to weak performance. 

Pershing Squares Bill Ackman and Ryan Israel to Host a Spaces Event on X

Pershing Square Inc. (NYSE: PS) (Pershing Square) today announced that Pershing Square CEO Bill Ackman and CIO Ryan Israel will host a live Spaces event on X on Friday, May 1 at 9:00 AM ET to discuss...

Pershing Square Announces the Closing of the Combined IPO of Pershing Square USA and Pershing Square Inc.

Pershing Square USA, Ltd. (PSUS), an investment company managed by Pershing Square Capital Management, L.P. (PSCM), and Pershing Square Inc. (PSI), the parent company of PSCM, today announced the...

NYSE Content Update: Bill Ackman Raises $5 Billion in Pershing Square IPO

NYSE Content Update: Bill Ackman Raises $5 Billion in Pershing Square IPO NYSE Content Update: Bill Ackman Raises $5 Billion in Pershing Square IPO PR Newswire NEW YORK, April 29, 2026 NYSE issues a pre-market daily advisory direct from the trading floor.NEW YORK, April 29, 2026 /PRNewswire/ -- The...

Bill Ackman’s Pershing Square Dual IPO Priced At $5B To Hit NYSE Today: Here’s What You Should Know

Pershing Square USA Ltd. is expected to begin trading under the symbol PSUS and Pershing Square Inc. is expected to be listed under the symbol PS on NYSE. 

Pershing Square USA Ltd. is a closed-end, non-diversified management investment company. Its investment objective is to preserve capital and seek maximum, long-term capital appreciation commensurate with reasonable risk. The company was founded on November 28, 2023 and is headquartered in New York, NY.

Pershing Square USA Ltd. - Ordinary Shares (New)

Bullish 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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