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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk Inc. is facing intense investor backlash following a Q2 earnings miss and weak third-quarter guidance, which have fueled concerns about slowing digital advertising growth and triggered a sharp share price decline. The community is actively debating the company's long-term viability, with many shareholders expressing frustration over management's performance and speculating about the potential for a hostile buyout.

Iovance Biotherapeutics, Inc. is a biopharmaceutical company, which engages in the development and commercialization of cell therapies as novel cancer immunotherapy products. Its lead product candidate, LN-144 for metastatic melanoma, is an autologous adoptive cell therapy utilizing tumor-infiltrating lymphocytes (TIL), which are T cells derived from patients' tumors. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance Biotherapeutics is trending after reporting record quarterly revenue that significantly exceeded market expectations, driven by strong Amtagvi demand and improving gross margins. Community sentiment is overwhelmingly bullish, with investors focusing on the company's expanding commercial footprint, the validation of its proprietary TIL therapy platform, and management's optimistic signaling regarding upcoming data from its pivotal non-small cell lung cancer trial.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is facing significant selling pressure ahead of its upcoming earnings report, with sentiment divided between investors betting on the stock's long-term potential in prediction markets and bears pointing to increasing sector competition and declining year-over-year revenue. The community remains highly focused on management's ability to maintain guidance amid concerns over promotional spending and the impact of unfavorable sports outcomes.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is trending due to reports that the U.S. government is considering restrictions on Chinese optical transceiver imports, a move investors expect will favor domestic manufacturers like AAOI. The community is actively discussing the stock's massive volatility and potential upside heading into its upcoming earnings call, with many focusing on whether capacity expansions can satisfy surging demand from major cloud hyperscalers.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare shares are surging as the company delivers a significant earnings beat and raises its full-year guidance, fueled by strong demand for its cloud networking and AI-enabled infrastructure. While some investors debate the company's premium valuation and the implications of its recent restructuring, the community is largely focused on Cloudflare's position as a foundational layer for the emerging 'agentic' internet.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian Corporation is seeing a significant surge following strong quarterly results that beat analyst expectations and showcased double-digit growth in cloud revenue. The community is actively discussing a potential short squeeze, debating the long-term impact of AI on the SaaS sector, and highlighting the company's ability to maintain momentum amidst broader market volatility.

Airbnb, Inc. engages in the management and operation of an online marketplace. Its marketplace model connects hosts and guests online or through mobile devices to book spaces. The company was founded by Brian Chesky, Nathan Blecharczyk and Joseph Gebbia in 2007 and is headquartered in San Francisco, CA.

Airbnb Inc - Ordinary Shares - Class A

Airbnb Inc

Airbnb is trending as investors react to a post-earnings rally fueled by strong Q2 results and raised full-year guidance, with the community actively debating whether the stock can sustain momentum to break out of its long-term consolidation range. Discussions are focused on the impact of World Cup travel demand on bookings, the CEO's growth strategy, and divergent technical analysis regarding key resistance levels.

Oscar Health, Inc. is a healthcare insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is experiencing strong momentum, trading near 52-week highs following an upgrade from Barclays and positive sentiment surrounding its ACA marketplace exposure and margin recovery. The community is actively debating the stock's long-term growth potential and fundamental health, with many traders focused on the significance of the stock reclaiming the $30 level and its trajectory toward higher price targets.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the following segments: Platform and Devices. The Platform segment includes the sale of digital advertising and distribution of streaming services. The Devices segment is involved in the sale of streaming players, Roku-made televisions, smart home products and services, audio products, and related accessories. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku is trending following a definitive agreement for Fox Corporation to acquire the company in a cash-and-stock deal valued at approximately $22 billion. Community sentiment is deeply divided, as many long-term shareholders express frustration over the acquisition price and deal structure, while others are closely monitoring potential volatility and the possibility of competitive bids emerging before the transaction closes.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is currently a focal point for retail investors betting on a potential short squeeze, fueled by high short interest and anticipation surrounding the upcoming earnings report. The community is actively discussing rumors of a buyout, international expansion, and a newly appointed management team as primary catalysts for future price action.

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cbdMD Reports 19% Year-over-Year and 12% Sequential Revenue Growth; Bluebird Acquisition Integration and Medicare BEI Pathway Position Company for Continued Momentum

cbdMD Reports 19% Year-over-Year and 12% Sequential Revenue Growth; Bluebird Acquisition Integration and Medicare BEI Pathway Position Company for Continued Momentum cbdMD Reports 19% Year-over-Year...

cbdMD, Inc. to Host Conference Call to Discuss March 31, 2026, Second Quarter Results

cbdMD, Inc. to Host Conference Call to Discuss March 31, 2026, Second Quarter Results cbdMD, Inc. to Host Conference Call to Discuss March 31, 2026, Second Quarter Results PR Newswire CHARLOTTE...

Hawkeye Systems Announces New Board Members With Deep Capital Markets, Governance, Legal, and Merchant Banking Experience

Hawkeye Systems Inc. (OTC: HWKE) (Hawkeye or the Company) today announced that Martin Sumichrast has been appointed Chairman of the Board following the required waiting period under the Companys...

cbdMD Launches Clinical Healthcare Channel to Support First Federal Pathway for Hemp-Derived CBD in Medicare

cbdMD Launches Clinical Healthcare Channel to Support First Federal Pathway for Hemp-Derived CBD in Medicare cbdMD Launches Clinical Healthcare Channel to Support First Federal Pathway for...

cbdMD Reports Sequential Revenue Growth, Improved Liquidity, and Strong Start to Fiscal 2026

cbdMD Reports Sequential Revenue Growth, Improved Liquidity, and Strong Start to Fiscal 2026 cbdMD Reports Sequential Revenue Growth, Improved Liquidity, and Strong Start to Fiscal 2026 PR Newswire...

cbdMD, Inc. to Host Conference Call to Discuss December 31, 2025 First Quarter Results

cbdMD, Inc. to Host Conference Call to Discuss December 31, 2025 First Quarter Results cbdMD, Inc. to Host Conference Call to Discuss December 31, 2025 First Quarter Results PR Newswire CHARLOTTE...

cbdMD Strengthens Regulatory Science Platform to Support Emerging Regulatory Cannabinoid Evaluation Pathways

cbdMD Strengthens Regulatory Science Platform to Support Emerging Regulatory Cannabinoid Evaluation Pathways cbdMD Strengthens Regulatory Science Platform to Support Emerging Regulatory Cannabinoid...

cbdMD Reports Third Consecutive Year of Operating Improvement, Strengthens Balance Sheet, and Regains NYSE American Continued Listing Compliance

cbdMD Reports Third Consecutive Year of Operating Improvement, Strengthens Balance Sheet, and Regains NYSE American Continued Listing Compliance cbdMD Reports Third Consecutive Year of Operating...

cbdMD, Inc. Announces Closing of $2.25 Million Series C Preferred Stock Private Placement

cbdMD, Inc. Announces Closing of $2.25 Million Series C Preferred Stock Private Placement cbdMD, Inc. Announces Closing of $2.25 Million Series C Preferred Stock Private Placement PR Newswire...

cbdMD, Inc. to Host Conference Call to Discuss September 30, 2025, Fourth Quarter and Fiscal Year 2025 Results

cbdMD, Inc. to Host Conference Call to Discuss September 30, 2025, Fourth Quarter and Fiscal Year 2025 Results cbdMD, Inc. to Host Conference Call to Discuss September 30, 2025, Fourth Quarter and...

$YCBD Q2 '26 Earnings Results & Recap

cbdMD expects the Bluebird Botanicals brand to contribute meaningfully to top-line growth and earnings as products roll out and integration efficiencies are realized. The CMS BEI pathway adoption visibility is expected through the second half of the calendar year.

cbdMD, Inc. engages in the business of operating cannabidiol brands such as Paw cannabidiol and cbdMD botanicals. Its product categories include CBD tinctures, gummies, topical, and bath bombs. The company was founded on March 17, 2015 and is headquartered in Charlotte, NC.

cbdMD Inc

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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