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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet shares are seeing renewed momentum as investors shift their focus from high capital expenditures to the accelerating revenue growth in Google Cloud, signaling that AI investments are beginning to pay off. The broader market sentiment is stabilizing as traders look past recent volatility, increasingly viewing the hyperscaler buildout as a long-term growth engine rather than a drag on earnings.

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 debate the impact of rising competition from prediction markets against expectations for upcoming earnings and football season performance. The community remains sharply divided, with intense discussion focused on management's strategy, the threat of regulatory hurdles, and active intraday 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 Technologies is seeing significant volatility as market participants weigh strong cash flow generation against cooling sentiment regarding its autonomous vehicle partnership strategy. The community is actively debating the stock's long-term potential, focusing on whether current price levels offer a discount for a dominant mobility platform or signal deeper headwinds in the highly competitive robotaxi landscape.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is seeing significant volatility as market participants debate the massive capital expenditures required to fuel its aggressive AI infrastructure expansion. While community members are polarized, with some pointing to robust cloud growth and a record backlog as justification for long-term optimism, others are expressing concern over the company's first negative free cash flow quarter since its IPO.

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 Inc. is trending as investors react to a quarterly report featuring a revenue beat and promising growth in subscription services, fueling community debate over the company's long-term turnaround potential. While bulls are highlighting the company's improved cash flow and expansion into valuable demographics, skeptics remain focused on concerns regarding founder-led governance and the ongoing investment in AR hardware.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is trending as investors weigh gold's role as a safe haven amidst geopolitical tensions in the Middle East, rising global debt levels, and shifting expectations for central bank interest rate policies. The community remains deeply divided, with bulls pointing to record central bank accumulation and long-term currency devaluation, while bears emphasize technical resistance levels and potential liquidity risks stemming from volatility in broader equity and bond markets.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Biocryst Pharmaceuticals is trending as investors weigh strong earnings performance and pipeline progress against ongoing buyout speculation and intense short interest. The community remains deeply divided, with many highlighting the disconnect between the company's improved fundamentals and its volatile, often stagnant price action.

Shake Shack, Inc. engages in the operation and licensing of Shake Shack restaurants which serve burgers, hot dogs, crinkle cut fries, shakes, frozen custard, beer, wine, and related products. The company was founded by Daniel Harris Meyer on September 23, 2014 and is headquartered in New York, NY.

Shake Shack Inc - Ordinary Shares - Class A

Shake Shack is seeing significant volatility after reporting earnings and revenue that missed analyst expectations, compounded by management citing winter weather disruptions and regional conflicts as headwinds. Investors are closely watching insider buying activity from top leadership as a signal of confidence amidst the sharp price correction.

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 trending due to its recent in-licensing of VEPPANU, the first FDA-approved oral PROTAC therapy for breast cancer, which investors view as a transformational growth driver that significantly expands the company's oncology pipeline. The community is actively debating the stock's valuation and potential upside, with many bullish on strong fundamentals and a high short interest, while expressing frustration over persistent downward price pressure and a lack of aggressive growth initiatives from leadership.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is currently trending as investors weigh significant revenue growth and long-term AI infrastructure plans against the looming pressure of a massive share lock-up expiration. The community is sharply divided, with bulls pointing to institutional backing and bullish revenue projections while bears emphasize massive capital expenditure and the potential for a flood of insider selling to depress the stock price.

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$SSST Q1 '26 Earnings Results & Recap

SmartStop's full year 2026 FFO, as adjusted per share and OP unit outstanding, is guided to be $1.94 to $2.04. Same-store revenue growth is projected between -0.25% and 1.75%, while same-store NOI growth is expected to range from -1.25% to 0.75%.

SmartStop Self Storage REIT, Inc. engages in the business of investing in self-storage facilities. It operates through the Self Storage Operations and Managed REIT Platform segments. The Self Storage Operations segment consists of leasing activities. The Managed REIT Platform segment focuses on real estate investment trust activities. The company was founded by H. Michael Schwartz on January 8, 2013 and is headquartered in Ladera Ranch, CA.

Smartstop Self Storage REIT Inc - Ordinary Shares - Class T

Extremely 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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