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Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors weigh strong quarterly earnings and record revenues against concerns over future margin pressure from memory costs and the absence of clear AI-driven growth. The community remains divided, with many debating whether the stock is a safe haven or an overpriced play lacking innovation as they look toward future product cycles.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as investors look for a strong AWS performance to validate AI capital expenditure trends following positive momentum from other hyperscalers. Community sentiment is sharply divided between bulls expecting significant upside from cloud growth and bears concerned about high capex potentially weighing on free cash flow.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is facing significant market volatility following reports that it may restrict Google's access to its platform for AI training, sparking community debates about whether this is a tactical move for better licensing terms or a long-term traffic risk. Investors remain divided, with some actively buying the dip based on the company's strong ad-driven fundamentals, while others fear a sustained decline and potential legal headwinds regarding its data monetization strategy.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is trending following a massive Q2 earnings beat, with reported revenue and EPS significantly outpacing consensus estimates amid strong demand for indium phosphide wafers in AI and data center optical connectivity. The community is actively debating the sustainability of the stock's recent rapid appreciation, with bulls citing a growing order backlog and capacity expansion, while bears warn of potential RSI overextension and risks related to export licensing regulations.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is experiencing significant volatility driven by optimism surrounding the CLARITY Act and a corresponding surge in Bitcoin prices. The community is actively debating the stock's potential for a breakout or a reversal, with many traders closely monitoring legislative updates as a primary catalyst for future direction.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending as investors debate the impact of the company's decision to pause Bitcoin acquisitions while continuing to raise capital through share sales. The community is sharply divided, with some viewing the increased USD reserve as a prudent strategic move to bolster the balance sheet, while critics focus on the ongoing dilution of common shares and the lack of recent Bitcoin purchases.

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 is trending due to the FDA's acceptance of their BLA resubmission for RP1, which includes a scheduled advisory committee meeting in late July and a PDUFA target date of August 2. Community sentiment is deeply divided, with discussions centered on whether this third review represents a genuine path toward accelerated approval or a final procedural hurdle that will likely lead to another rejection based on the existing data.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is experiencing intense market volatility driven by its recent authorization of a multi-billion dollar share repurchase program and mixed sentiment regarding its Q2 earnings performance and long-term growth outlook. While some community members are capitalizing on the dip, others remain focused on the stock's ongoing legal challenges, user engagement metrics, and concerns regarding platform safety and profitability.

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 seeing active community discussion ahead of its upcoming earnings report as investors scrutinize the company's ability to scale production for the new R2 platform while maintaining delivery targets. Shareholders are particularly focused on potential margin improvements and guidance updates, closely weighing the company's long-term growth prospects against ongoing capital expenditure concerns.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending as investors digest news of its strategic $1.5 billion all-stock acquisition of Personalis, a move designed to bolster its precision medicine and oncology diagnostics platform. While the acquisition aims to secure a dominant position in the growing MRD market, community sentiment remains split between long-term bullishness on its data-driven AI capabilities and concerns regarding near-term share dilution and integration risks.

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Sugarmade, Inc. engages in the supply of disposable products to the quick-service restaurant sub-sector of the restaurant industry, import and distribution of non-medical personal protection equipment, provision of cannabis products delivery services, and the establishment of selected cannabis and hemp projects. It operates through the Paper and Paper-Based Products, and Cannabis Products Delivery segments. The company was founded on June 5, 1986 and is headquartered in Los Angeles, CA.

Sugarmade Inc

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? 
 
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