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NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike stock is facing intense volatility following an earnings report that, while beating headline expectations, raised significant concerns about long-term growth and margin pressures in key markets like China. The community is sharply divided, with some investors eyeing historical value levels as a generational buying opportunity while many others criticize management's strategy and are rotating into competitors like Hoka and On.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is trending following the massive expansion of its AI infrastructure partnership with Brookfield, which saw the commitment grow fivefold from $5 billion to $25 billion. The community is actively discussing the stock's role as a critical power-generation solution for energy-constrained data centers, with many traders debating whether this fundamental catalyst supports a long-term breakout or if the stock is prone to near-term volatility driven by index rebalancing.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is experiencing significant volatility as market participants debate its long-term competitive position following the announcement of a new stablecoin consortium by major payment networks, while the community remains divided over whether to capitalize on the recent price decline or wait for further technical support levels.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is trending as investors digest a strategic data center power agreement for up to 380MW, which is being viewed as a key move toward converting their large proposal pipeline into commercial execution. The community is actively debating the deal's structure, specifically the impact of warrant-based incentives versus the need for non-dilutive capital, while balancing enthusiasm for the company's entry into the AI infrastructure power space against its historical challenges with profitability and dilution.

Roundhill ETF Trust - Roundhill Memory ETF

The Roundhill Memory ETF (DRAM) is trending as investors aggressively position around the semiconductor memory supercycle, catalyzed by strong earnings from major industry players and anticipation surrounding the upcoming U.S. listing of key holdings like SK Hynix. The community is actively discussing the role of memory as a critical bottleneck for AI infrastructure, with intense debate occurring over the cyclical nature of these stocks versus a potential long-term structural re-rating.

MaxLinear, Inc. engages in the provision of communications systems-on-chip (SoC) solutions used in broadband, mobile and wireline infrastructure, data center, and industrial and multi-market applications. Its products include cable broadband modems and gateways, wireline connectivity devices, radio frequency transceivers, fiber-optic modules, video set-top boxes and gateways, hybrid analog and digital televisions, direct broadcast satellite outdoor and indoor units, and power management and interface products. The company was founded by Kimihiko Imura, Curtis C. Ling, and Kishore V. Seendripu on September 25, 2003 and is headquartered in Carlsbad, CA.

MaxLinear Inc

MaxLinear is seeing explosive momentum and intense social media discussion as a result of its pivot toward high-growth AI data center infrastructure and optical interconnects. Community sentiment is sharply divided, with bulls pointing to multi-year technical breakout structures and strategic product ramps as evidence of a long-term rerating, while bears are aggressively calling for a correction due to the stock's parabolic valuation and concerns over institutional liquidity.

Stellar is an open-source, decentralized network co-founded in 2014 by Jed McCaleb and Joyce Kim to facilitate the fast and low-cost transfer of value across different currencies and assets globally. Managed by the non-profit Stellar Development Foundation, the project serves as a global infrastructure that connects banks, payment systems, and individuals to expand financial access to underserved populations. Its main value proposition lies in providing a bridge between traditional money and digital networks through the use of Anchors, which are trusted entities that hold deposits and issue credits on the ledger.  The network operates using the Stellar Consensus Protocol and a Federated Byzantine Agreement, where nodes choose trusted sets of other nodes to agree on the state of the ledger. This system ensures high throughput and fast finality, where transactions are considered permanent and irreversible within seconds. Key features include a built-in distributed exchange for trading assets without intermediaries and the Soroban platform for developing smart contracts. Users can also utilize the network for tokenizing real-world assets or accessing decentralized finance services like peer-to-peer lending.  Stellar's native token, XLM, is essential for maintaining network integrity by acting as an intermediary to find efficient exchange paths and preventing spam through small transaction fees and minimum account balance requirements. Unlike many other digital assets, the network has no inflation because the community voted to disable the automatic creation of new tokens. While the project received early funding from the payments company Stripe, it is now sustained by a global community of validators and developers rather than traditional venture capital.

Stellar Lumens

Stellar Lumens is trending due to its strategic selection by the DTCC for institutional asset tokenization and growing community anticipation surrounding the potential passage of the Clarity Act. Investors are actively debating the long-term utility of the network for real-world assets while speculating on price action driven by these major financial partnerships.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is trending as traders closely monitor recent reports that Michael Burry has initiated short positions against the company, sparking debate over whether this reflects a valid macro-bearish call on industrial cyclicals or a contrarian bet against AI-driven infrastructure demand. The stock remains a focal point for the community as they weigh institutional selling against the company's strong trend as a proxy for the ongoing global capex and data center buildout cycle.

RoboStrategy, Inc. is a non-diversified, closed-end management investment company, which engages in investing in equity and equity-linked securities of private and public companies operating in the fields of robotics and embodied artificial intelligence. The company was founded on May 23, 2025 and is headquartered in San Juan, Puerto Rico.

RoboStrategy Inc

RoboStrategy, Inc.

RoboStrategy is experiencing significant volatility and trading interest as investors react to its unique exposure to pre-IPO humanoid robotics firms like Figure AI. The stock is currently being driven by sector-wide momentum in physical AI, with active community discussions debating its valuation versus net asset value while speculating on its potential for outsized long-term gains.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is trending as traders debate the sustainability of its rapid rally, fueled by sentiment surrounding potential domestic solar supply chain tailwinds and its pivot into power management hardware for AI data centers. While some community members are betting on a massive short squeeze and long-term infrastructure growth, others are warning of extreme volatility and a potential technical pullback after the stock's parabolic climb.

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SVF Investment Corp. 2 is a blank check company. It is created for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on December 11, 2020 and is headquartered in San Carlos, CA.

SVF Investment Corp 2 - Ordinary Shares - Class A

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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SVFBSVF Investment Corp 2 - Ordinary Shares - Class A

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