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Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is facing intense downward pressure and widespread community skepticism as investors debate the sustainability of its debt-fueled Bitcoin accumulation strategy and the potential for systemic risk. The stock is a focal point for intense conflict between those calling for a structural collapse and those viewing the current volatility as a generational buying opportunity.

Arqit Quantum, Inc. engages in the provision of cybersecurity services via satellite and terrestrial forms. Its product is QuantumCloud which secures devices with cloud-based quantum encryption. The company was founded by David John Williams and David James Bestwick on April 26, 2021 and is headquartered in London, the United Kingdom.

Arqit Quantum Inc

Arqit Quantum is experiencing high volatility as investors track significant insider accumulation and a tightening share float, with the community actively speculating on potential government contract catalysts and a possible short squeeze. Sentiment is largely divided between bullish investors eyeing the stock's role in the quantum security sector and skeptics concerned about the company's limited revenue and ongoing legal overhangs.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is seeing intense trading volume and volatility as retail investors and algorithms debate whether the memory stock is in a sustainable growth phase or a speculative bubble driven by AI infrastructure demand. The community is heavily split, with bulls pointing to supply shortages and institutional momentum, while bears argue the valuation has decoupled from fundamentals and caution that the stock is poised for a significant correction.

Butterfly Network, Inc. designs a medical imaging device that reduces the cost of real-time and three-dimensional imaging and treatment. It develops and provides a whole-body portable ultrasound scanner called the iQ Device and related hosted, web-based application, application programming interfaces and platform services, which the firm offer to physicians or other licensed health care providers. Its products include iQ+ Ultrasound, Butterfly Enterprise and iQ Vet. The company was founded by Jonathan M. Rothberg on January 25, 2011 and is headquartered in Burlington, MA.

Butterfly Network Inc - Ordinary Shares - Class A

Butterfly Network Inc

Butterfly Network is rallying as investors react to strong quarterly growth, a transformative shift toward a semiconductor-based business model, and a high-profile partnership with Midjourney. While the community is debating potential future share offerings and the long-term competitive landscape, bullish sentiment remains centered on the company's proprietary chip technology and aggressive expansion into point-of-care AI imaging.

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 trending following reports that President Trump confirmed a partnership with Apple to design and build chips domestically, fueling optimism about the foundry's growth potential. While some in the community are bullish on the long-term semiconductor revival, others remain skeptical, debating whether the news represents new information or recycled headlines aimed at market manipulation.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is seeing a strong rally driven by institutional interest and optimism surrounding the upcoming FDA review of compounded weight-loss peptides. While the community is actively debating the stock's path toward previous highs and the potential for a short squeeze, many are focused on the company's expanding telehealth platform and its ability to capture market share in the growing GLP-1 and wellness space.

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

Moderna shares are trending as investors weigh an upcoming FDA advisory committee meeting for its mRNA flu vaccine against the company's broader efforts to expand its pipeline in oncology and rare diseases. The community remains sharply divided, with bulls pointing to long-term pipeline potential and clinical progress, while bears continue to scrutinize the company's path to profitability and recent regulatory hurdles.

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 currently trending due to its pivotal role as a primary power infrastructure provider for AI data centers, with community sentiment fueled by major contract wins and ongoing hyperscaler demand. While the stock has seen explosive long-term growth, investors are actively debating its current valuation levels and the volatility associated with its rapid ascent in the energy space.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

The iShares Semiconductor ETF is experiencing intense volatility and heavy sentiment polarization, with traders debating whether the sector is in a sustainable super-cycle fueled by massive AI data center demand or a classic speculative bubble nearing a blowoff top. Investors are actively watching for potential catalysts like FOMC decisions and sector-specific earnings, while balancing concerns over leverage, regulatory noise, and the broader macro environment against aggressive dip-buying patterns.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is surging as investors pivot to its new AI infrastructure identity, fueled by the formal completion of its Northern Data acquisition and the launch of the 'Quake AI' division. The community is buzzing over the massive influx of GPU capacity and potential cloud contracts, creating high conviction among bulls regarding a massive short squeeze and long-term valuation re-rate.

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AEVEX Delivers $12.3M MultiMission Wildfire Detection Aircraft to Oregon Department of Forestry

AEVEX Corp. (NYSE: AVEX) today announced the delivery of a $12.3 million multimission DHC6-300 Twin Otter aircraft to the Oregon Department of Forestry (ODF), expanding the agencys aerial wildfire detection, situational awareness, and all-hazard response capabilities ahead of the 2026 fire season...

Why Did EH, AVEX, LI Stocks Hit 52-Week Lows Today? 

Equity

The new-age transport and drone companies were hit as investors punished weak execution, insider selling and EV pricing pressures. 


AEVEX Corp. Announces Pricing of Public Offering

AEVEX Corp. (NYSE: AVEX), a portfolio company of Madison Dearborn Partners funds and a global leader in cutting-edge unmanned systems, today announced the pricing of its public offering of 5,726,157 shares of its Class A common stock by AEVEX and 2,273,843 shares of its Class A common stock by...

AEVEX Corp. Announces Launch of Proposed Public Offering

AEVEX Corp. (NYSE: AVEX), a portfolio company of Madison Dearborn Partners funds and a global leader in cutting-edge unmanned systems, today announced the commencement of a public offering of its Class A common stock by AEVEX and certain selling stockholders (the Offering). AEVEX is offering...

AEVEX Management to Present at Upcoming Investor Conferences

AEVEX Corp. (NYSE: AVEX) today announced it will participate in the following upcoming investor conferences: William Blair 46th Annual Growth Stock Conference on June 2 2026 Jefferies Defense Technology Summit on June 4 AEVEX management will host institutional investor meetings at the William Blair...

AEVEX Tops Q1 Revenue Estimates In Strong Inaugural Print

AEVEX Corp. shares are trading higher in Thursday's pre-market after Q1 results and guidance topped expectations as a newly public name.read more...

AVEX Stock Soars On Double-Beat Q1 In Earnings Debut – Retail Says Dronemaker Is Firing On All Cylinders

Aevex’s first-quarter total revenue more than quadrupled to $216.7 million, and earnings per share were $0.22, both ahead of estimates.

AEVEX Beats Q1 Estimates In First Report As Public Company

AEVEX Corp (NYSE:AVEX) reports financial results for the first quarter after the market close on Wednesday.read more...

AEVEX Wins $15.6M U.S. Air Force Contracts for MissionSupport Capabilities

AEVEX Corp. (NYSE: AVEX) announced today that it has been awarded $15.6 million in contracts by the United States Air Force to support advanced unmanned aircraft mission capabilities and modular airborne systemintegration efforts. This press release features multimedia. View the full release here...

AEVEX Corp. Announces Financial Results for First Quarter 2026

AEVEX Corp. (NYSE: AVEX) ("AEVEX" or the Company) announced results today for the three months ended March 31, 2026 ("First Quarter 2026"). First Quarter 2026 Highlights Total revenue of $216.7 million, up 307% from $53.3 million in Q1 2025 Net Income of $21.0 million compared to a net loss of...

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.07	--	--	N/A
Q1 '26	$0.16	$0.22	40.40%	BEAT

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