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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.

Trump Media & Technology Group is trending amid community discussion regarding escalating geopolitical tensions in the Middle East, particularly U.S. strikes on Iranian targets near the Strait of Hormuz. Conversations are characterized by intense polarization and debate surrounding the broader economic and political impact of these military actions, as well as the administration's policy decisions.

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

Credo Technology shares are experiencing significant volatility following a fiscal first-quarter earnings report that featured revenue and earnings beats but failed to satisfy high investor expectations regarding profit margins and future growth. While some traders express concern over high valuations and competitive pressures, others view the sharp pullback as a buying opportunity, emphasizing the company's strong revenue growth, hyperscaler partnerships, and long-term potential in AI connectivity.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell shares are trending following a significant beat on quarterly revenue and earnings expectations, alongside a major increase to its full-year financial outlook driven by robust demand for AI-optimized servers. While the stock initially experienced volatility, investors are closely monitoring whether the massive AI server backlog and infrastructure growth will sustain its upward momentum despite broader market concerns.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as investors weigh strong AI demand and custom silicon partnerships against uncertainty leading into upcoming earnings, with opinions divided between those anticipating a major breakout and others concerned by recent technical weakness and market volatility. While many traders are focused on the potential for a beat-and-raise performance similar to peers, others express skepticism regarding management's guidance and the stock's recent price action.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is trending due to volatile price action and heightened market uncertainty surrounding upcoming semiconductor earnings, particularly Broadcom, and persistent concerns over geopolitical tensions and Federal Reserve interest rate policy. Traders remain divided, with many debating whether to hold long-term or rotate into inverse ETFs as they navigate the sector's sensitivity to macroeconomic news.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Delta Air Lines is trending as traders closely monitor the company's operational performance and competitive positioning against industry rivals amid ongoing concerns about elevated jet fuel costs. Discussion remains fragmented between bullish sentiment regarding resilient travel demand and bearish caution over potential margin pressure from energy volatility.

Jumia Technologies AG engages in the provision of logistic services. It operates a pan-African e-commerce platform. It operates through the following geographical segments: West Africa, North Africa, East and South Africa, Europe, United Arab Emirates, and Others. The company was founded by Jeremy Hodara, Sacha Poignonnec, Peter Allerstorfer, Manuel Koser, Tunde Kehinde, and Raphael Afaedor in 2012 and is headquartered in Berlin, Germany.

Jumia Technologies Ag - ADR

JMIA is trending as traders analyze the company's path toward profitability by late 2026 and monitor technical support levels amid broader market volatility. While investors express strong conviction in the long-term growth of African e-commerce, sentiment remains mixed due to concerns over regional macro headwinds and short-term price fluctuations.

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

MongoDB shares are facing downward pressure following a post-earnings sell-the-news reaction, as investors weigh an earnings beat and raised guidance against a sequential decline in Q3 revenue projections and the stock's elevated valuation. Traders remain divided, with many debating whether the pullback represents a buying opportunity or a deeper correction for a company perceived by some as overvalued.

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Core Scientific Inc

Core Scientific is trending as traders speculate on future growth potential from its transition to AI infrastructure and large-scale data center capacity expansions, despite some volatility and disagreement over recent financial reporting. Community sentiment remains largely focused on the long-term strategic value of its power contracts and partnership developments.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

LightPath Technologies shares are seeing heightened attention following the U.S. government's recent executive order and directive aimed at securing domestic defense supply chains, which traders view as a catalyst for increased demand for the company's BlackDiamond infrared materials. This development is being analyzed alongside ongoing speculation regarding potential government funding or equity stakes to support the company's production capacity.

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Samos Energy Acquisition Corp. operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on January 27, 2026 and is headquartered in New York, NY.

Samos Energy Acquisition Corp. - Ordinary Shares - Class A

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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SAMO Samos Energy Acquisition Corp. - Ordinary Shares - Class A

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