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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 is seeing volatile price action following earnings that beat estimates but highlighted soft revenue guidance and ongoing demand pressure in key markets. Community sentiment is deeply divided, with many debating if this is a classic value-buying opportunity for a long-term turnaround or a terminal decline as competitors gain ground.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending as investors digest a series of new NASA contract awards and long-term infrastructure pipeline developments, fueling intense community debate over potential short-squeeze dynamics and the company's role in the evolving lunar economy. Despite the recent catalyst, community sentiment remains sharply divided between those viewing the current price action as an oversold buying opportunity and skeptics concerned about volatility and sector-wide liquidity pressures.

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 surging as the market aggressively reprices the stock as a foundational AI power infrastructure play following a massive expansion in its partnership with Brookfield from $5B to $25B. Investors are increasingly viewing Bloom's behind-the-meter fuel cell solutions as a critical fix for grid capacity constraints, fueling a intense momentum-driven rally that the community is actively debating as either a long-duration capital expenditure theme or an overextended valuation.

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 facing intense selling pressure as investors react to the emergence of competing stablecoin infrastructure from major financial institutions, leading to concerns over its market dominance and long-term moat. While the community is debating whether this is a strategic buying opportunity or a structural threat, many are focused on the upcoming Clarity Act as a critical catalyst that could reshape the regulatory landscape and drive a recovery.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is trending due to a wave of sector-wide volatility and liquidity rotation following the high-profile IPO of SpaceX. While investors are actively debating the long-term impact of lunar contract wins and fundamental growth against near-term price pressure and dilution, the community is closely monitoring support levels and potential for an institutional rebound.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as the community actively debates the clinical trial outlook for its lead candidate, fueled by heavy options volume and intense speculation regarding a potential buyout ahead of a critical upcoming data readout. Investors are aggressively defending the price against aggressive short-seller sentiment, with many focusing on the contrast between recent trial performance and public hit pieces.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is capturing significant attention as investors monitor its expanding utility, particularly through recent bank partnerships and tokenization initiatives, while the broader community remains divided between long-term bullish sentiment and concerns over market-wide volatility and correlation with Bitcoin. Ongoing discussions center on the network's staking yields and its potential to drive the next wave of institutional adoption despite current price consolidation.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently the focal point of intense market debate as community discussions clash over reported bearish positions by high-profile investors versus optimism surrounding its physical AI and robotics ecosystem. Traders are actively tracking institutional positioning and delivery expectations, leading to heightened volatility as participants weigh the stock's innovation-driven narrative against its technical chart structure.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is trending as market participants debate whether recent short exposure from high-profile investors like Michael Burry signals a structural peak in AI-driven capex or if the stocks fundamental positioning remains too strong to ignore. The community remains hyper-focused on the semiconductor equipment sector's role in the AI buildout, with frequent discussions centered on whether recent price volatility is a healthy consolidation within a multi-year growth cycle.

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 market participants debate whether its recent performance is a sign of industrial strength tied to AI-driven data center and infrastructure demand, or a signal of a crowded macro bet that is vulnerable to a reversal. Traders are actively weighing reports of significant high-profile short positioning against the company's resilient trend and its role as a key barometer for global industrial cycles.

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TMT Acquisition Corp is a blank check company, which engages in the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on July 6, 2021 and is headquartered in New York, NY.

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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.

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