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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is surging following a blowout earnings report characterized by 93% year-over-year revenue growth and significantly raised full-year guidance, driven by accelerating U.S. commercial demand for its AI platforms. While the community is split between bullish sentiment fueled by strong fundamentals and skeptical bears debating high valuation multiples, active discussions are heavily focused on the company's aggressive expansion and CEO Alex Karp's vocal defense of the firm's AI strategy against industry competitors.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending after announcing a debt exchange that swaps $1.4 billion in convertible notes for common stock, sparking intense debate among the community regarding the impact of dilution. Investors remain divided between those viewing the move as a strategic balance sheet improvement to facilitate future acquisitions and those expressing frustration over what they perceive as ongoing shareholder exploitation.

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 weigh an improving advertising business and expanding profitability against ongoing skepticism surrounding its hardware strategy and high-level management. While the community is actively debating the potential for a turnaround and a possible buyout, sentiment remains polarized between those anticipating a major re-rating and those concerned by long-term growth and governance issues.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is trending as the community debates its rapid revenue growth and the strategic implications of significant manufacturing investments ahead of a potential subcutaneous launch. Investors are actively discussing the company's strong commercial execution and the possibility of a buyout, given its growing market share and expanding pipeline.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The Defense & National Security segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Space Solutions segment consists of space infrastructure, advanced space technology, science systems and mission services. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager Technologies (VOYG) is trending following a record-breaking second quarter financial report that featured significant revenue and backlog growth, prompting a raise in full-year guidance. Investors and community members are actively discussing the companys improved scaling capabilities through new contract wins, though some remain focused on monitoring whether operational margins can keep pace with its rapid expansion.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is experiencing high volatility as investors weigh strong monthly delivery figures and international expansion efforts against ongoing macro-economic pressure and broader negative sentiment toward Chinese ADRs. While the community remains divided between those frustrated by persistent downward price action and those holding long-term for potential breakthroughs in AI-driven mobility, robotics, and flying car technology, the stock continues to be a focal point for debates over valuation relative to its aggressive technology roadmap.

Better Home & Finance Holding Co. engages in the provision of comprehensive homeownership services. It offers mortgage loans, real estate agent services, and title and homeowner's insurance services. The company was founded in 2014 and is headquartered in New York, NY.

Better Home & Finance Holding Co. - Ordinary Shares - Class A

Better Home & Finance Holding Co.

Better Home & Finance is trending due to a significant leadership transition, with Daniel Lewis replacing founder Vishal Garg as CEO to pivot toward long-term shareholder returns. While the stock faced volatility following the leadership change and preliminary Q2 earnings, the community is actively debating the company's path to profitability, the impact of the new AI-driven product strategy, and the potential for a short squeeze given the stock's low float.

AstraZeneca Plc is a global, science-led biopharmaceutical company focused on the discovery, development, and commercialization of prescription medicines. Its portfolio spans oncology, rare diseases, and biopharmaceuticals, including cardiovascular, renal & metabolism, and respiratory & immunology. The company was founded in 1913 and is headquartered in Cambridge, the United Kingdom.

Astrazeneca plc

AstraZeneca PLC

AstraZeneca is experiencing significant market volatility driven by investor scrutiny over a potential multi-billion dollar mega-merger with Bristol Myers Squibb, which has sparked concerns regarding integration risks and dividend sustainability. Community discourse is highly polarized, with some traders viewing the current price dip as an entry opportunity while others warn of a 'falling knife' scenario fueled by pipeline setbacks and broad sector pressure.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is currently capturing significant investor attention as markets anticipate an upcoming earnings report following a consistent streak of beating expectations and raising guidance. The community is focused on the stock's potential for a valuation re-rating, driven by the company's expanding enterprise partnerships with firms like Palantir and its progress toward GAAP profitability.

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF

JPMorgan Nasdaq Equity Premium Income ETF

JEPQ is drawing significant community attention as investors debate its role in high-yield, technology-focused income strategies compared to peers like QQQI and GPIQ. Discussions are currently dominated by the latest dividend payouts and strategic pivots, with many investors highlighting the fund's utility in generating consistent monthly cash flow while maintaining exposure to Nasdaq growth.

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Bearish 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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