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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 experiencing a sharp sell-off as weak forward guidance and concerns over supply chain constraints and margin pressure overshadowed a revenue beat. Investors are debating whether this pullback is an overreaction to temporary headwinds or a necessary correction for a stock that recently traded at elevated valuations.

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 react to a powerful earnings report where AWS growth accelerated to multi-year highs and the company confirmed that massive AI-related capital expenditures are translating into meaningful demand. The community is actively debating the sustainability of this spending and the impact of non-operating investment gains, while simultaneously watching for institutional upgrades and momentum that could push the stock higher.

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 shares faced significant volatility and a steep decline despite reporting a triple beat on earnings and raising its future guidance. The sell-off was driven by investor concerns over choppy search referral traffic and a dip in U.S. daily active users, fueling community debates over management's ability to navigate search-engine competition and platform moderation policies.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors digest a detailed CMC manufacturing update, with the community closely tracking the progress toward a Q4 BLA filing. Discussions are heavily focused on high institutional accumulation, potential partnership or buyout interest, and optimism regarding the company's regulatory path and lead pipeline asset.

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 currently experiencing extreme volatility following a significant earnings miss and weak forward guidance, triggering a wave of analyst downgrades and intense debate over its long-term viability. While some investors view the current dip as a deep-value opportunity to buy into a dominant gaming platform, others remain deeply skeptical, citing a broken business model, regulatory headwinds, and concerns that the company's focus on safety is negatively impacting engagement and growth.

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 currently a focal point for investors as it navigates significant volatility following a major surge in share price, now drawing intense discussion around its critical role as a supplier of indium phosphide substrates for AI data center infrastructure. The community remains deeply divided, with bulls pointing to the company's multi-year supply agreements and growing backlog, while bears express skepticism regarding valuation and the company's exposure to geopolitical risks and export permit constraints.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is capturing market attention as its Wegovy oral pill rollout in the UK gains momentum, bolstering the long-term thesis for its shift toward more accessible treatment formats. The community is actively debating the competitive landscape against Eli Lilly's pipeline, while recent European regulatory approvals and ongoing share buybacks are fueling optimistic sentiment regarding the stock's potential for a broader breakout.

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 facing significant volatility following a weak quarterly earnings report that missed revenue and earnings expectations, triggering a wave of analyst downgrades. While some investors are monitoring potential developments around the Clarity Act as a long-term catalyst, community sentiment remains sharply divided between those betting on an institutional recovery and those concerned about the company's long-term sustainability amidst intensifying competition.

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 currently drawing significant attention as investors speculate on the outcome of a high-stakes FDA advisory committee meeting and an imminent PDUFA decision regarding their melanoma therapy. Community sentiment is deeply divided, with many debating whether persistent regulatory hurdles and concerns over trial data integrity will result in a third rejection or if an unmet medical need will drive a rare, politically influenced approval.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X ETF

SOXS is seeing intense volatility and social media buzz as traders debate whether the recent semiconductor sector weakness is a temporary dip or a long-term structural shift. The community is actively discussing the impact of sector-wide circular financing concerns and potential margin calls, with many using the inverse ETF to hedge against or bet against high-growth chip stocks.

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Themes ETF Trust - Leverage Shares 2X Long STX Daily ETF

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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