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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

Metas earnings-driven selloff is fueling debate over its aggressive AI infrastructure spending, which overshadowed revenue growth as investors focused on weaker free cash flow and potential share dilution to fund the buildout. Bulls view the spending as an investment backed by the ad business and future AI growth, while bears see financing needs and cash burn as risks.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is caught in a steep selloff across AI data-center and neocloud stocks, as traders react to Elon Musks warning about tighter financing and possible failures or consolidation in the sector. Debate centers on whether CIFRs long-term data-center leases and power assets distinguish it from GPU-focused neoclouds, while its convertible offering, dilution risk, and project cost overruns weigh on sentiment.

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. 

Elon Musks warning that neoclouds could face failures and consolidation, alongside concerns about tightening debt financing, has weighed on sentiment toward Nebius. Traders debate whether Nebiuss financing and customer contracts position it to withstand sector pressures or whether debt and expansion risks threaten the broader business model.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Lulas unexpected election victory triggered a broad selloff in Brazilian stocks, dragging NU lower amid concerns about fiscal policy and economic uncertainty. Traders are split between viewing the drop as a buying opportunity given Nus underlying business and expecting further downside from Brazil-related risk.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Lulas unexpected runoff victory over Flvio Bolsonaro has triggered a sharp selloff in Brazilian equities, with traders citing uncertainty over fiscal policy, the next finance minister and the countrys budget. The community is split between expecting further downside and viewing the drop as a buying opportunity.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is being swept into a broader neocloud selloff after Elon Musk warned that many AI-cloud operators could fail or consolidate, intensifying concerns about debt-funded data-center expansion and tighter financing. Traders are split between fearing leverage and execution risks and viewing Musks remarks as competitive FUD; some bullish voices point to IRENs contracts and infrastructure and are buying the dip.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Lulas election victory has driven a sharp repricing of Brazilian equities, with traders worried about greater state influence over Petrobras, fuel pricing and shareholder dividends. Others view the selloff as overdone, citing the companys oil production and cash flow as reasons to consider the shares a buying opportunity.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Concerns about AI spending, debt financing, and the outlook for semiconductor stocks have driven a sharp selloff in the sector, intensifying volatility in SOXLs 3x leveraged exposure. Traders are divided between seeing oversold conditions as a setup for a rebound and expecting further declines, with some also pointing to elevated oil prices and geopolitical uncertainty as added pressure.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

XP is drawing attention amid sharp swings in Brazilian stocks tied to election developments and broader Brazil-market moves. Traders disagree on whether the selloff was mainly political rather than company-specific and whether the subsequent bounce can hold, with some positioning for a rebound and others favoring shorts.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas Phase 3 personalized melanoma-vaccine results with Merck are driving discussion: traders cite a meaningful reduction in recurrence risk, but the shares sold off as investors questioned whether the positive data met elevated expectations and justified the valuation. The debate centers on whether this is a sell-the-news reaction or evidence that the treatments commercial potential remains uncertain.

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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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