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Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is experiencing heightened volatility and mixed market sentiment following a quarterly earnings beat, with community discussion sharply divided between optimism over potential AI/AR growth catalysts and deep-seated skepticism toward leadership and ongoing dilution concerns. While some investors are bullish on recent margin improvements and the potential for a long-term turnaround, many remain focused on the stock's historical underperformance, insider selling, and the impact of pending litigation.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as investors position for the upcoming final data from the Phase 3 REGAL trial, with the community closely tracking the delayed 80th survival event as a sign of potentially groundbreaking drug efficacy. Sentiment is driven by high institutional accumulation and significant short interest, with active discussions focusing on the potential for a massive liquidity crunch and strategic M&A interest in the company's dual-platform oncology pipeline.

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 experiencing a massive short squeeze as the stock surges on the heels of strong quarterly results and increased institutional demand, drawing intense community focus as traders celebrate the pressure mounting on high-profile short sellers like Michael Burry. While bullish investors point to rapid revenue growth and capacity expansion as validation of the stock's future, bears remain concerned about the company's valuation, high capital expenditure requirements, and potential regulatory hurdles at its New Jersey data center site.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is trending as investors weigh potential catalysts like the upcoming chip-unit IPO and autonomous driving expansion against ongoing concerns regarding geopolitical regulatory scrutiny and broader Chinese market volatility. The community remains deeply divided, with bulls pointing to strong AI narrative and deep-value metrics, while bears emphasize historical underperformance and the risks of holding Chinese tech securities.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The S&P 500 is trending amid a polarizing debate over whether the current market momentum is a sustainable 'Magnificent Seven' AI-led rally or a fragile bubble fueled by unprecedented deficit spending and geopolitical tension. Investors remain hyper-focused on the expiration of critical US-Iran shipping agreements and shifting interest rate expectations, while the community remains sharply divided between bulls chasing momentum at all-time highs and bears calling for a structural reset.

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is facing significant bearish sentiment from traders who are highlighting persistent ETF outflows and a lack of market momentum. While some long-term believers continue to advocate for accumulation, a vocal segment of the community is bracing for further downward pressure toward lower support levels.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing strong momentum as investors react to a significant revenue beat and a new quantum grid reliability subcontract with Eaton. The community is actively discussing the stock's potential for a valuation re-rate, highlighting its unique dual-focus on quantum computing and sensing, while monitoring upcoming government contract awards and potential short squeeze dynamics.

Agenus, Inc. is a clinical-stage company, which engages in the development and commercialization of technologies to treat cancers and infectious diseases. Its product pipeline includes Balstilimab, Zalifrelimab, AGEN1181, AGEN1327, AGEN2373, AGENt-797 and AGEN1777. The company was founded by Garo H. Armen and Pramod K. Srivastava on March 31, 1994 and is headquartered in Lexington, MA.

Agenus Inc

Agenus is trending following an oversubscribed private placement designed to fund the pivotal Phase 3 ROBBIN trial for its MSS colorectal cancer treatment, which investors view as a significant pipeline advancement. While the company faces skepticism regarding long-term dilution and the abrupt cancellation of its previous BATTMAN study, the community is actively debating the stock's potential for a valuation re-rating driven by its institutional support and the prospect of a future buyout.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi LLC is trending as investors weigh speculation around potential tenant partnerships and AI infrastructure growth against ongoing concerns regarding the company's pre-revenue status and recent executive leadership changes. While the community is actively debating the credibility of its large-scale power projects and the likelihood of upcoming contract announcements, sentiment remains highly divided between those betting on long-term AI-driven upside and those wary of the stock's volatility and speculative nature.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Run Inc. is drawing significant attention as investors analyze its aggressive capacity expansion, contracted revenue backlog, and its status as an NVIDIA Preferred Cloud Partner within the rapidly scaling AI infrastructure sector. While some market participants are closely monitoring the impact of warrant redemption activity and broader sector volatility, the community sentiment remains focused on the company's capital-efficient model and its potential to capture growing demand for secure, high-performance compute.

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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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