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SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing significant market attention due to a high short interest of over 40% and speculative excitement surrounding a potential short squeeze. Investors are actively debating the stock's long-term enterprise AI potential and the pending LivePerson acquisition, while monitoring the critical 7-dollar price pivot as a potential catalyst for further momentum.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending following a massive 20-year data center lease with Anthropic that is projected to generate $19 billion in revenue, fueling intense community debate over whether this validates the company's AI infrastructure pivot or if current price action remains distorted by short-term market volatility and manipulation. Investors are actively discussing the stock's transition from a Bitcoin mining proxy to a major compute provider, while weighing the significance of the Anthropic deal against broader sector headwinds and recent stock price fluctuations.

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 Technologies is currently generating significant market chatter driven by a policy-focused narrative, with investors closely watching the company following recent high-profile mentions by President Trump regarding personal stock holdings and potential government-related investment accounts. While bullish community sentiment highlights strong enterprise AI server demand and a massive order backlog, skeptical traders are actively debating whether the current price action is sustainable or if the stock is vulnerable to a reversal after being heavily utilized as a high-visibility political catalyst.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is rallying as investor optimism builds around stronger delivery numbers and raised full-year production guidance, signaling that the company is effectively navigating the R2 rollout. The community is actively debating whether this momentum marks a sustainable breakout or another opportunity for short-sellers to test support, while focusing heavily on delivery volume as a key indicator of long-term scaling.

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 following the major $875.8 million acquisition of DZYNE Technologies, a move the company says will establish it as a leading autonomous defense platform. While the acquisition significantly raised 2026 revenue guidance to $525 million, community discussion remains polarized between those focused on the strategic expansion into counter-drone and autonomous systems and those concerned about the ongoing impact of share dilution on the stock price.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is currently a major focus for traders as the stock experiences a volatile correction, sparking heated debate among those betting on its rapid store expansion and Mediterranean growth narrative versus others citing unsustainable premium valuations. The community is heavily split between bulls advocating for a buy-the-dip strategy based on strong brand loyalty and long-term scaling, and bears raising concerns over slowing traffic and stretched multiples in a challenging consumer environment.

Rigel Pharmaceuticals, Inc. operates as a clinical stage biotechnology company. It discovers and develops novel, targeted drugs in the therapeutic areas of immunology, oncology and immune oncology. The firm focuses on intracellular signalling pathways and related targets that are critical to disease mechanisms. The company's products include Tavalisse, Fostamatinib and R835. Rigel Pharmaceuticals was founded by Donald G. Payan, James M. Gower, Thomas A. Raffin, Garry P. Nolan and Ronald B. Garren on June 14, 1996 and is headquartered in South San Francisco, CA.

Rigel Pharmaceuticals

Rigel Pharmaceuticals is currently a focal point for investors as the company prepares to finalize the licensing and upcoming launch of VEPPANU, the first FDA-approved PROTAC therapy for specific metastatic breast cancer cases. The community is actively discussing the potential for a short squeeze given high short interest, while analysts and long-term shareholders remain focused on the company's profitability, revenue growth from its existing product portfolio, and the long-term impact of its expanding oncology pipeline.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

DoorDash is experiencing significant volatility and a notable rebound in share price following an earnings report that featured both a revenue miss and a stronger-than-expected outlook, driving intense debate among traders over the stock's valuation versus its long-term growth potential. Investors are closely monitoring the company's aggressive expansion into new verticals and AI-driven platform integrations while the community remains divided between those betting on a short squeeze and those citing concerns over consumer spending habits.

Lemonade, Inc. is a holding company, which engages in the provision of insurance services. The firm's products include renters and homeowners insurance, and pet insurance. It offers insurance coverage under the homeowners multi-peril, inland marine, and general liability lines of business. The company was founded by Daniel Asher Schreiber and Shai Wininger on June 17, 2015 and is headquartered in New York, NY.

Lemonade Inc

Lemonade is experiencing a surge in trading activity and investor attention as the market evaluates its AI-driven insurance model, with recent upward momentum fueled by analyst upgrades and a strategic partnership with Tesla. The community is actively debating the stock's long-term potential as an insurtech disruptor, weighing strong top-line growth and margin improvements against ongoing concerns about profitability and volatility.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending as investors digest news of new partnerships with Nuro and Lucid for robotaxi deployments in Houston, alongside a retail integration with Life360. While the community remains divided over the stock's sluggish price action relative to its robust fundamentals, many are closely tracking recent high-profile call option purchases by Congress members that have reignited speculation about the company's long-term upside.

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Sberbank Russia PJSC provides commercial banking and financial services. The company engages in corporate and retail banking activities, such as corporate loans, asset management, payroll projects, leasing, online banking, cash and settlement services, among others. In addition, the company offers a wide range of services to financial institutions, such as correspondent accounts, custody services, and interbank lending, among others. It operates through the following segments: Moscow, Central and Northern Regions of European Part of Russia; Volga Region and South of European Part of Russia; Ural, Siberia and Far East of Russia; and Other Countries. The company was founded in 1841 and is headquartered in Moscow, Russia.

Sberbank of Russia. - ADR

Bearish Sentiment

Hold rates steady

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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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