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Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is currently trending due to a wave of positive analyst coverage, including a new Buy rating and price target from Wedbush, coupled with intense speculation regarding its unique position as the only pure-play neutral-atom quantum company involved in recent high-level government executive orders. The community is actively debating the stock's long-term potential in the defense and space sectors while navigating frustration over volatility and the impact of significant short interest on recent price action.

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 Technologies is trending as investors react to a new AI infrastructure partnership with Nvidia, which aims to provide secure AI solutions for government and critical infrastructure clients. The community is actively debating the stock's long-term valuation, with many traders pointing to strong free cash flow projections and political visibility as catalysts for a potential reversal following recent volatility.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors focus on its strong Phase 3 clinical data for its lead prostate cancer candidate and the recent initiation of its global Phase 3 trial for NSCLC. The community is actively discussing the stock's significant pipeline potential, high short interest, and the prospects for potential M&A activity as the company moves toward a BLA submission.

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 trending as investors react to a sector-wide cooling in AI infrastructure names following market rumors of hyperscalers potentially monetizing excess compute capacity. Community discussion is sharply divided between frustrated shareholders focusing on executive compensation and dilution concerns versus bulls who maintain that long-term power scarcity and infrastructure demand remain the primary catalysts for the stock's future 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 generating significant retail buzz as traders compare its tight share structure to previous major market short squeezes. The community is focused on the potential for a explosive move driven by a combination of low float, elevated short interest, and ongoing debates comparing its squeeze setup to other popular fast-food tickers.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Delta Air Lines is facing heightened investor attention as the stock navigates a complex environment of resilient premium travel demand against significant headwinds from volatile jet fuel costs and geopolitical tensions. Market participants are actively debating the company's ability to maintain margin strength through pricing power and capacity adjustments while monitoring institutional positioning and institutional momentum during this period of high industry uncertainty.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is facing intense downward pressure and high volatility as the broader crypto market struggles, with traders heavily debating whether the stock is trapped in a multi-year downtrend or presenting a deep-value opportunity. Community sentiment is deeply polarized, with bears pointing to persistent technical breakdowns and bearish macro catalysts like regulatory delays, while bulls are aggressively targeting potential support levels and holding out hope for a future breakout linked to crypto-market maturation.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is under intense scrutiny from investors as persistent skepticism toward management's pivot to AI infrastructure clashes with broader sector volatility. While some participants are closely monitoring key support levels and potential data center tenant announcements for a recovery, sentiment remains polarized between those anticipating a short-term squeeze and others frustrated by ongoing share price underperformance.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is currently trending as investors focus on its strategic manufacturing joint venture with Toyota, which aims to scale production of the company's electric air taxis. While the community is actively debating the potential for long-term production advantages versus concerns over cash burn and stock dilution, sentiment is divided between those holding for a commercial inflection point and traders reacting to intraday volatility and high short interest.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Churchill Capital Corp XI - Ordinary Shares - Class A

Churchill Capital Corp XI is experiencing significant market interest as it advances a merger with Agility Robotics, a company gaining attention as a pure-play leader in humanoid robotics supported by major tech backers like Amazon and NVIDIA. The community is actively discussing the stock's potential for long-term commercialization and supply chain dominance, while weighing the inherent risks and volatility typically associated with the SPAC merger process.

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Extremely Bullish 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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