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SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending after delivering a double-beat earnings report with significantly higher revenue and raised guidance, fueling community speculation about an imminent short squeeze due to high short interest. Investors are closely monitoring the stock's ability to maintain upward momentum as traders contrast these strong fundamentals against the company's valuation and the ongoing battle with short sellers.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is experiencing heightened market volatility as investors weigh the impact of a massive share lock-up expiration, which significantly expands the tradable float and fuels intense debate over whether the sell-off is already priced in. The community is sharply divided, with bearish voices warning of heavy liquidation by insiders, while bullish advocates highlight long-term growth potential and anticipate potential short-covering rallies.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending due to significant government contract awards from DARPA and the NRO, which have reinforced investor confidence following strong earnings. The community is actively discussing these strategic partnerships alongside the completion of the SkyWater acquisition, fueling ongoing debates about the company's long-term commercial trajectory.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin shares experienced a significant decline following mixed Q2 results where revenue fell slightly short of elevated market expectations, despite strong year-over-year growth. While some investors express frustration over the sharp volatility and view the drop as an overreaction, others are debating whether the company's growth momentum is decelerating as it navigates a competitive AI advertising landscape.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital shares are under significant downward pressure as investors rotate out of memory stocks amid broader sector concerns and fears of peaking demand. The community remains deeply divided, with some calling the decline a manipulative overreaction by institutional algorithms while others argue the memory cycle has peaked.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is trending as market participants debate the potential impact of the stalled Clarity Act, with the community split between those accumulating in hopes of a legislative breakthrough and bears citing prolonged stagnant price action. Institutional activity remains a key talking point, as investors monitor Ripple's infrastructure developments and tokenized asset potential against broader macroeconomic uncertainty.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is facing intense volatility after reporting strong earnings and an expanded buyback program, with investors fixating on slightly muted forward guidance instead of the company's massive revenue growth. The community remains sharply divided, as bulls point to long-term memory demand and institutional accumulation, while bears argue the stock's massive year-to-date run has left it overextended and susceptible to further profit-taking.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending as investors weigh a leadership transition, with Michael Severino taking over as CEO amid continued debate over the companys long-term pipeline potential versus the near-term volatility of its DMD franchise. Community discussion is heavily focused on the companys valuation disconnect, upcoming clinical trial readouts for its gene therapy and siRNA programs, and active frustration regarding the stock's sustained range-bound trading behavior.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing significant volatility as investors debate the impact of AI on its core business while monitoring high short interest and a substantial upcoming lock-up expiration. The community remains deeply divided, with bulls highlighting strong revenue growth and enterprise AI adoption, while bears point to profitability challenges and competitive risks.

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 experiencing heightened community activity as investors weigh the stock's recent volatility against upcoming quarterly earnings, with many traders anticipating a potential short squeeze or volatility-fueled breakout. Sentiment remains deeply divided between those viewing the current price as a generational buying opportunity and skeptics who are concerned about margin pressures and increased competition in the functional beverage market.

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Tidewater Renewables Ltd. operates as an energy transition and renewable fuel producers. It engages in the production of low carbon fuels, including renewable diesel, renewable hydrogen and renewable natural gas, and carbon capture through future initiatives. The company was founded in 2021 and is headquartered in Calgary, Canada.

Tidewater Renewables Ltd

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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