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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is experiencing heightened volatility as investors weigh a strong beat on delivery estimates against concerns over margin compression and a potential 'sell the news' reaction. The community remains deeply divided, with bulls pointing to the record delivery figures and energy storage growth as catalysts for a rally, while bears highlight the high P/E ratio and fears that the market has already priced in the positive news.

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 debate as investors react to strong delivery guidance and reports of successful production ramps for the R2 model. Traders are closely watching key technical resistance levels while debating whether the current momentum represents a long-term fundamental breakout or a short-term volatility play.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as retail investors ramp up pressure on short sellers, fueled by anticipation of upcoming catalysts regarding global expansion and label expansion for their immunotherapy platform. The community is actively discussing the potential for a short squeeze, supported by recent price resilience and widespread optimism that the companys AI-driven manufacturing and NK cell technology are on the verge of significant international adoption.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is seeing significant bullish momentum driven by its successful selection to supply small modular reactors (SMRs) for Sweden, alongside ongoing strength in its defense contracts and aviation engine orders. Community sentiment is overwhelmingly positive, with investors closely watching for mid-year earnings and further major project announcements at upcoming airshows.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is currently trending due to active discussions around its growth trajectory, recent international expansion, and comparisons to established brokerage competitors like Robinhood. While some investors are optimistic about potential breakouts driven by platform innovation and institutional accumulation, others remain skeptical, pointing to persistent price volatility and recent performance struggles.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is trending as investors debate whether the current price represents a deep value buying opportunity or a structural decline, fueled by intense community discussion over its high short interest and potential for a massive short squeeze. Shareholders are actively tracking international growth, the Alani Nu brand integration, and market rotation patterns as they wait for an earnings-driven catalyst to spark a reversal.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is currently a major topic of debate among traders, with many speculating on whether the stock is a defensive value opportunity near historical support or a 'dying' brand facing structural declines. Sentiment remains sharply divided, as investors weigh the potential for technical recovery against concerns over consumer spending, rising commodity costs, and the impact of weight-loss drugs on the fast-food sector.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing significant selling pressure as investors react to reports of potential hyperscaler competition in the AI compute space, while community sentiment remains heavily polarized due to concerns over executive compensation and a lack of major customer deal announcements. Despite these headwinds, bulls continue to highlight the company's long-term infrastructure assets and power pipeline as a strategic moat in an increasingly compute-constrained market.

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 significant attention as market participants focus on the rapid adoption of its oral Wegovy pill, which is gaining traction in key international markets like the UK and driving strong US prescription volume. Community discussion centers on the stock's structural potential, institutional accumulation at current valuations, and the ongoing competitive narrative versus Eli Lilly in the obesity and metabolic drug sector.

CRISPR Therapeutics AG is a gene editing company, which engages in the development of transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 platform. Its CRISPR/Cas9 platform is a gene editing technology that allows for precise, directed changes to genomic DNA. The firm offers a portfolio of therapeutic programs across a broad range of disease areas including hemoglobinopathies, oncology, regenerative medicine, and rare diseases. The company was founded by Rodger Novak, Emmanuelle Charpentier, Shaun Patrick Foy, Matthew Porteus, Daniel Anderson, Chad Cowan, and Craig Mellow on October 31, 2013 and is headquartered in Zug, Switzerland.

CRISPR Therapeutics AG

CRISPR Therapeutics is trending following a surprise announcement of a $350 million convertible senior notes offering, an unexpected move that has sparked investor frustration given the company's existing $2 billion cash balance. While the community is actively debating whether this signals a strategic acquisition, an attempt to bolster the pipeline, or poor capital discipline, many shareholders are expressing deep dissatisfaction with management, citing the stock's long-term underperformance and the lack of clarity regarding the dilution event.

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Scandinavian Astor Group AB engages in the provision of products, services, and associated technical solutions within military defense and civil security. It offers radar jamming systems and composite components. It operates through following segments: Astor Industry, Astor Tech and Astor Protect. The company was founded on December 15, 2021 and is headquartered in Kista, Sweden.

Scandinavian Astor Group AB

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.

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