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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 as investors react to a significant upward revision in projected fiscal 2026 EBITDA, fueling speculation about the company's long-term transformation and ongoing interest in acquiring eBay. Community sentiment remains divided between hopeful 'ape' shareholders anticipating a potential squeeze and skeptics questioning the strategic impact of the proposed acquisition and current share performance.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is trending as retail investors push for a short squeeze, fueled by community discussion surrounding its low float, high short interest, and comparisons to other meme-stock success stories. Traders are actively debating the company's turnaround potential and its competitive positioning against other fast-food chains as they push for increased volume to trap bearish positions.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is surging as reports of a potential cloud business to monetize excess AI compute capacity shift the narrative from heavy capital expenditures to a clearer path for long-term revenue. While the market debates whether this reflects AI infrastructure oversupply or efficient resource utilization, community sentiment remains split between excitement over improved ROIC and skepticism regarding Meta's ability to compete with established hyperscalers.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is experiencing significant volatility and social media attention driven by its inclusion in the drone and counter-UAS defense sector, alongside reactions to positive earnings from peers like AeroVironment. Community discussions are sharply divided, with bulls pointing to a deep defense-focused backlog and government-backed contracts, while bearish traders remain focused on the impact of recent dilution and continued downward price momentum.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant volatility as investors weigh its long-term $99B contract backlog against hyperscaler competition concerns following reports of Meta's potential entry into the AI compute market. While the community remains deeply divided between those viewing the pullback as an institutional accumulation opportunity and others concerned by persistent insider selling and debt-related risks, the stock continues to be heavily influenced by its status as a high-beta proxy for AI infrastructure demand.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is currently experiencing high volatility following reports that Meta plans to build a cloud business to sell excess AI compute capacity, which has fueled investor concerns about potential margin pressure and increased competition in the infrastructure space. Despite the negative price action, the community remains divided, with many long-term bulls dismissing the news as a minor threat compared to the company's existing multi-billion dollar contracts and persistent structural supply shortages in the global AI hardware market.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is facing significant downward pressure as investors debate the sustainability of its heavy AI infrastructure investment and debt load despite a massive cloud backlog. The community remains divided, with some calling for accumulation at these levels, while others criticize management's execution and the stock's persistent lack of positive momentum.

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 is trending as investors debate its role as an AI data-licensing infrastructure play rather than just a social media platform, with ongoing discussions surrounding potential Anthropic deals and data monetization catalysts. While some community members are frustrated by the stock's recent volatility and technical consolidation, others remain focused on the long-term thesis that Reddit's high-value dataset could drive significant future valuation expansion.

Roundhill ETF Trust - Roundhill Memory ETF

DRAM is attracting significant attention as investors rotate into the memory sector, driven by a perception that memory bandwidth has become the primary bottleneck for AI infrastructure. The community is actively discussing the stock's potential for a long-term supercycle, despite ongoing volatility and concerns regarding antitrust lawsuits and cyclical supply fluctuations.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing heightened activity as market participants debate the stock's role in the broader semiconductor infrastructure buildout and its potential for long-term manufacturing recovery. Community discussion is heavily focused on the stock's extreme volatility and its status as a high-conviction play during institutional rebalancing, with many investors closely tracking technical support levels amid intense speculation about its future valuation.

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Healthcare Merger Corp. is a blank check company, which targets healthcare industry. The company is headquartered in New York, NY.

SOC Telemed Inc - 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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TLMDSOC Telemed Inc - Ordinary Shares - Class A

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