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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

Trade Desk is experiencing intense volatility and a sharp sell-off following a significant double miss on earnings and weak forward guidance. The community is sharply divided between investors arguing that the stock is a deep-value turnaround play given its cash-rich balance sheet and others expressing deep frustration with management, with many actively debating the impact of executive turnover and the company's long-term competitive moat.

Iovance Biotherapeutics, Inc. is a biopharmaceutical company, which engages in the development and commercialization of cell therapies as novel cancer immunotherapy products. Its lead product candidate, LN-144 for metastatic melanoma, is an autologous adoptive cell therapy utilizing tumor-infiltrating lymphocytes (TIL), which are T cells derived from patients' tumors. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance Biotherapeutics is trending after reporting record quarterly revenue that significantly exceeded analyst expectations, driven by strong commercial execution and improving margins for its cell therapy. Investors are optimistic about management's commentary on the accelerating pipeline, particularly regarding positive signals from lung cancer studies, while the community remains focused on potential upward guidance revisions and the stock's significant short interest.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is surging as investors react to reports of potential U.S. restrictions on Chinese optical transceivers, a move that could significantly boost domestic suppliers of critical AI infrastructure components. The market is also heavily focused on the company's upcoming earnings report, with sentiment driven by expectations for accelerated 800G and 1.6T product growth alongside aggressive manufacturing capacity expansion in Texas.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending as investors weigh the impact of recent sector-wide weakness against the company's upcoming earnings report, with community discussion intensely focused on whether strong user growth can offset disappointing revenue and competitive pressure. Investors are actively debating the company's valuation, the long-term potential of its new prediction market offerings, and the broader fallout from competitor earnings.

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 drawing significant investor interest as the community braces for an upcoming earnings release, with many traders betting on a short squeeze fueled by high institutional ownership, a significant short interest ratio, and persistent rumors of a potential take-private buyout. While some retail investors are aggressively accumulating shares and calls in anticipation of a turnaround, bears remain skeptical, citing concerns over fast-food market saturation and the potential for dividend sustainability amid the company's global expansion efforts.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is facing intense criticism from shareholders and investors who are expressing frustration over stagnant performance, lack of executive accountability, and a shift in business strategy toward AI infrastructure that many view as poorly timed. Market sentiment is heavily impacted by the stock's volatility and its consistent underperformance compared to the broader crypto mining sector, with community members actively discussing a lack of operational execution and leadership concerns as central drivers of the recent price decline.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian is experiencing significant positive momentum following a robust earnings report that highlighted strong cloud revenue growth and effective AI integration, effectively challenging the narrative that AI poses an existential threat to established SaaS platforms. The community is actively debating the stock's recovery potential, with many traders focused on the sharp price appreciation, the prospect of a sustained short squeeze, and the company's ability to maintain its growth trajectory.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group Inc. is currently at the center of intense market speculation as investors await an official decision on the FDA's accelerated approval for its skin cancer candidate, RP1, following a significant delay beyond the PDUFA date. The community is sharply divided, with bulls pointing to a favorable advisory committee vote as a sign of imminent approval, while bears and short-sellers are actively flagging management's silence and the lack of official disclosures as potential signals for a third Complete Response Letter or significant dilution risks.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending as investors weigh recent government funding and collaborative partnership news against concerns about the company's financial burn and competitive market position. The community is actively debating the stock's long-term potential in the quantum sector, with discussions focused on technical fidelity milestones versus the challenges of achieving scalable commercial viability.

Doximity, Inc. engages in the development and operation of an online platform for medical professionals. Its cloud-based software has the ability to enable users to collaborate with their colleagues, coordinate patient care, conduct virtual patient visits, stay up to date with the latest medical news and research, and manage their careers. The company was founded by Shari Buck, Konstantin Guericke, Nate Gross, and Jeffrey A. Tangney on April 16, 2010 and is headquartered in San Francisco, CA.

Doximity Inc - Ordinary Shares - Class A

Doximity Inc

Doximity is experiencing extreme volatility and heavy selling pressure following a revenue guidance miss, leading to intense community debate over whether the sell-off is a justified correction of an overvalued stock or a temporary overreaction. Traders are actively discussing the possibility of a short squeeze or a bargain-buying opportunity, while many express frustration over the divergence between the company's earnings beat and the negative market response.

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Roivant Sciences Ltd. (ROIV) Reports Q1 Loss, Misses Revenue Estimates

Montes Archimedes Acquisition (ROIV) delivered earnings and revenue surprises of 0.00% and -35.48%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Entrada Therapeutics, Inc. (TRDA) Reports Q2 Loss, Tops Revenue Estimates

Entrada Therapeutics (TRDA) delivered earnings and revenue surprises of +12.93% and +2.05%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Septerna's Chief People Officer Sold Nearly 12,000 Company Shares. What Does That Mean for Investors?

Key PointsSamira Shaikhly sold 11,798 shares of Common Stock on May 26, 2026, for a transaction value of ~$355,000...

Is Septerna a Stock to Sell After an Insider Let Go of 15,000 Shares?

Key Points15,000 shares were exercised and sold for a total of ~$533,000 on June 22, 2026, at a weighted average price of around $35.51 per share...

Septerna to Present Preclinical Characterization of SEP-479, an Oral PTH1R Agonist for Hypoparathyroidism, at 2026 ENDO Annual Meeting

Septerna, Inc. (Nasdaq: SEPN), a clinical-stage biotechnology company pioneering a new era of G protein-coupled receptor (GPCR) drug discovery, today announced that the first detailed preclinical characterization of SEP-479 has been accepted for an oral presentation at the 2026 Endocrine Societys...

Septerna, Inc. (SEPN) Reports Q1 Loss, Tops Revenue Estimates

Septerna, Inc. (SEPN) delivered earnings and revenue surprises of +63.04% and +32.93%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Liquidia Corporation (LQDA) Surpasses Q1 Earnings and Revenue Estimates

Liquidia Corporation (LQDA) delivered earnings and revenue surprises of +54.76% and +22.11%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Zymeworks Inc. (ZYME) Reports Q1 Loss, Misses Revenue Estimates

Zymeworks (ZYME) delivered earnings and revenue surprises of -510.13% and -94.63%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Axsome Therapeutics (AXSM) Reports Q1 Loss, Beats Revenue Estimates

Axsome (AXSM) delivered earnings and revenue surprises of -48.03% and +1.04%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Septerna (NASDAQ:SEPN) Now Covered by Stifel Nicolaus

Stifel Nicolaus initiated coverage on Septerna in a research note on Friday. They set a "buy" rating and a $43.00 price objective on the stock...

Septerna, Inc. is a clinical-stage biotechnology company, which engages in pioneering a new era of G protein-coupled receptor oral small molecule drug discovery powered by proprietary Native Complex PlatformTM. Its pipeline of product candidates focused initially on treating patients in three therapeutic areas: endocrinology, immunology and inflammation, and metabolic diseases. The company was founded by Robert Joseph Lefkowitz, Arthur Christopoulos, Patrick Sexton, and Jeffrey T. Finer in December 2019 and is headquartered in South San Francisco, CA.

Septerna Inc.

Novo Nordisk Inks $2.2B Deal With Septerna: Retail’s Thrilled

Equity

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	-$0.43	--	--	N/A
Q1 '26	-$0.42	-$0.19	54.40%	BEAT
Q4 '25	-$0.25	-$0.24	5.63%	BEAT
Q3 '25	$0.12	$0.18	45.95%	BEAT
Q2 '25	$0.93	-$0.56	-160.41%	MISSED

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