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Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is gaining attention as investors weigh the company's competitive position in the obesity market, with community discourse heavily split between optimism over its obesity drug pipeline and skepticism toward management's decision to pursue a standalone path instead of prioritizing an acquisition. The stock is currently trending amid broader biotech sector rotation and intense community debate regarding the timing of upcoming clinical data readouts versus the likelihood of potential buyout offers.

BTQ Technologies Corp. engages in the business of post-quantum encryption. Its products include: QCIM, QSSN, OSS, QPoW, QRiNG. The company was founded by Nicolas Roussy Newton on Novemeber 23, 1983 and is headquartered in Vancouver, Canada.

BTQ Technologies Corp

BTQ Technologies is trending as investors weigh its potential in the quantum-secure infrastructure sector against concerns regarding its current capital burn and share dilution. The community remains deeply divided, with some betting on a long-term buyout due to the growing urgency of quantum security, while others express frustration over the stock's volatility and the lack of immediate revenue generation.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing significant volatility driven by a sharp sell-off in South Korean memory stocks, which has triggered broader market de-risking ahead of the company's highly anticipated earnings report. While the community remains divided between those viewing the pullback as an institutional shakeout to buy the dip and those fearing a cyclical peak in memory demand, sentiment remains hyper-focused on whether Micron's upcoming guidance will confirm the sustainability of the AI infrastructure supercycle.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony is trending as investors weigh significant government defense contracts and critical mineral supply chain importance against recent downward price pressure and low volume. The community is actively debating the company's long-term execution capabilities and potential for a short squeeze, with many participants viewing the current volatility as a buying opportunity.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm, through its storage cloud platform, provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng and Brian Wilson in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is trending following a significant multi-year storage agreement with CoreWeave, which investors view as a validation of the company's position within the AI infrastructure ecosystem. While some community members are speculating about potential future equity offerings, others are focused on the transformative revenue potential of this partnership and the company's shift toward stronger profitability.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing significant market attention as it approaches its first quarterly earnings report, with community sentiment split between bulls betting on its unique wafer-scale AI hardware and bears skeptical of its high valuation and reliance on early-stage partnerships. The stock remains a focal point for institutional flow and volatility traders, who are closely monitoring potential insider lock-up expirations and the company's ability to maintain its competitive stance against traditional GPU-based infrastructure.

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 experiencing significant volatility as investors debate whether the company's aggressive capacity ramp and data center revenue targets can overcome historical execution concerns. The community remains sharply divided, with bulls highlighting secular demand for optical transceivers while bears point to persistent insider selling and a challenging valuation profile.

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 is currently facing intense selling pressure, with investors heavily debating its long-term growth prospects and high valuation against strong business fundamentals. The community is sharply divided, with bearish voices highlighting recent price declines and macro multiple compression, while bulls point to new government contracts and structural integration as long-term catalysts for a rebound.

Roundhill ETF Trust - Roundhill Memory ETF

DRAM is currently trending as investors capitalize on the ongoing memory supercycle, driven by persistent supply constraints for HBM and data center storage. The community is heavily focused on Micron's upcoming earnings report as a major catalyst, while simultaneously tracking news of SK Hynix's potential US market entry and broader AI infrastructure demand.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending ahead of its upcoming earnings report as investors monitor its post-spinoff strategy and the company's ability to navigate high fuel costs and shifting global shipping demand. The community is actively debating the stock's valuation, with many analyzing whether recent network optimization efforts can sustain momentum against broader economic headwinds.

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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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