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AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is seeing significant downward pressure driven by a surprise billion-dollar convertible note offering and a delay in its satellite deployment timeline to 2027. The community is actively debating the move, with some investors viewing the capital raise as a necessary step to fund long-term growth, while others are frustrated by the timing and the perceived misalignment between management's prior communication and the current dilution.

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 seeing significant volatility as investors weigh a major new asset-light partnership model and billion-dollar AI compute agreements against broader sector-wide pressure on AI infrastructure stocks. While some market participants express concern over valuation and regulatory headwinds, the community remains intensely divided between those bracing for further downside and others aggressively buying the dip, banking on long-term institutional accumulation and the continued expansion of global AI capacity.

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 facing significant downward pressure as market participants rotate out of semiconductor and AI-related stocks, fueling intense debate over whether the current price action is a fundamental shift or a manufactured washout ahead of earnings. While many retail investors are expressing frustration over the relentless selling and accusing institutional traders of manipulation, others are viewing the pullback as a buying opportunity based on recent foundry expansion milestones and anticipated growth in AI workloads.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet Inc. (GOOGL) is facing intense scrutiny and volatility following reports of delays in launching its Gemini 3.5 Pro AI model due to performance and reliability concerns. While the community remains divided between those viewing the pullback as a buying opportunity in a fundamental AI powerhouse and those concerned about Alphabet's ability to maintain its competitive edge against rivals like Anthropic and OpenAI.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending as investors debate whether the current sharp sell-off represents a catastrophic breakdown or a significant accumulation opportunity for those betting on long-term data center infrastructure demand. The community is heavily focused on contrasting the company's strong contracted revenue backlog against recent technical volatility and broader sector pressure.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is facing significant selling pressure and volatility as investors react to missed deadlines, continuous insider selling, and the ongoing wait for core regulatory and operational milestones like reactor criticality. While community sentiment remains polarized between long-term believers in nuclear energy's role in AI data center infrastructure and vocal critics focused on the company's lack of revenue and valuation concerns, the stock remains a focal point for high-conviction traders monitoring upcoming catalysts.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors react to its official inclusion in the Dow Jones Industrial Average and ongoing market debate over the sustainability of massive AI infrastructure capital expenditures. While the stock faces pressure from regulatory antitrust challenges and sentiment around AI hardware spending, community discussion remains polarized between those monitoring institutional accumulation following recent sell-offs and those expressing concern over the pace of cash flow deployment toward AI projects.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is trending as investors react to a significant earnings beat and raised full-year guidance, signaling that medical cost pressures are stabilizing. Community discussions are centered on the stock's strong recovery, with traders debating the potential for continued upside momentum while comparing current fundamentals to past volatility.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is seeing significant volatility as investors weigh broader semiconductor sector concerns and looming earnings catalysts against the stock's position as a key AI infrastructure player. Community discussion is sharply divided between those viewing the current pullback as a tactical buying opportunity and those concerned about high valuations and potential technical breakdowns.

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 experiencing significant volatility and downward pressure as investors await news regarding potential global partnerships, Q2 revenue performance, and FDA regulatory milestones for Anktiva. The community remains deeply divided, with many long-term shareholders continuing to accumulate shares in anticipation of a breakthrough, while critics and short sellers focus on the lack of recent management communication and the absence of expected near-term catalysts.

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Neutral Sentiment

Hold rates steady

Cut 25 bps

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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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