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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

A report identifying Anthropic as the customer behind IRENs previously undisclosed multi-year AI cloud deal has fueled attention, though neither company has confirmed the relationship or disclosed terms. Traders debate whether it represents new business or simply names an existing contract, with optimism about AI demand competing against concerns about execution and the stocks sharp volatility.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cats AUSA launch of the unified Red Cat Aerial brand and unveiling of its TRICHON long-endurance VTOL drone are drawing attention. Some traders welcome the product and portfolio consolidation, while many dismiss the announcement as rebranding and say the company needs concrete contracts and sales;

W.F Holding Ltd. engages in the manufacture of fiberglass reinforced plastic and FRP products. It sells a range of FRP products, including filament wound and molded tanks, thermoplastic tanks, lining products, ducting and fitting products, air pollution control equipment, and custom-made products. The firm also offer delivery, installation and repair, maintenance services, and on-site consultation services. The company was founded on March 7, 2023 and is headquartered in Shah Alam, Malaysia.

WF Holding Ltd.

WF Holding Limited Ordinary Shares

WFFs extraordinary speculative rally and volatile pullback dominate discussion, with traders attributing the move to momentum and heavy volume rather than a confirmed company catalyst. Bulls are betting on continued momentum or a squeeze, while bears warn that dilution risks and fading buying pressure could lead to a sharp reversal.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

SpaceXs spectrum acquisition has fueled a sharp ASTS selloff and debate over whether it increases competitive pressure or makes ASTS more valuable as a neutral satellite partner for mobile carriers. Bulls also point to analyst upgrades and satellite and FCC progress, while skeptics question launch execution and the companys ability to scale.

Bristol Myers Squibb Co. engages in the discovery, development, licensing, manufacture, marketing, distribution, and sale of biopharmaceutical products. It offers small molecules, products produced from biological processes called biologics, and chimeric antigen receptor (CAR-T) cell therapies. The company was founded in August 1933 and is headquartered in Princeton, NJ.

Bristol-Myers Squibb Co.

Bristol Myers RayzeBio subsidiary reported that experimental cancer therapy RYZ101 met the progression-free-survival primary endpoint in its Phase 3 ACTION-1 trial, drawing attention to a potential new oncology asset. The reaction is cautiously positive, with traders noting that detailed survival data are still pending and that FDA discussions will help clarify next steps.

Flowers Foods, Inc. engages in the production and marketing of packaged bakery foods. It offers breads, buns, rolls, snack items, bagels, English muffins, and tortillas and are sold under a variety of brand names, including Nature’s Own, Dave’s Killer Bread, Wonder, Canyon Bakehouse, Tastykake, and Mrs. Freshley’s. The company was founded by William Howard Flowers, Sr. and Joseph Hampton Flowers, Jr. in 1919 and is headquartered in Thomasville, GA.

Flowers Foods, Inc.

Reports that Flowers Foods is exploring a sale of Tastykake, alongside traders focus on elevated short interest, are fueling talk of a potential short squeeze and debt reduction. Others remain bearish, pointing to weak bread volumes, leverage and credit-rating downgrades as signs that a possible sale may not resolve the businesss underlying challenges.

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. 

A disputed report about OpenAIs revenue run-rate sparked a broader selloff in AI and neocloud stocks, including NBIS, as traders questioned the durability of AI infrastructure spending. Bulls called the report an accounting-methodology issue and argued NBIS is not dependent on OpenAI, while bears focused on high valuations, debt and uncertain returns on data-center investment.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorillas non-binding LOI to acquire a U.S. data center and pursue a larger AI-infrastructure expansion has drawn attention, but many traders see the plan as premature without confirmed financing. Skepticism over potential dilution and the companys ability to deliver on existing projects is weighing against bullish views that the U.S. move could support growth.

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

AAOI is drawing attention for its role in the AI data-center optics buildout, with traders pointing to strong 800G/1.6T demand, constrained supply, and plans to expand manufacturing capacity. Bullish views on growth and the completed share-sale program compete with concerns about past dilution, insider selling, manufacturing execution, and sharp price swings.

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 shares are drawing attention after concerns that OpenAIs ultrafast workloads may rely on Nvidia rather than Cerebras, followed by Sam Altman describing Cerebras as a close partner and easing some fears. Traders remain divided, with optimism about the OpenAI relationship and AI-inference prospects countered by worries about upcoming share unlocks, selling pressure, and valuation.

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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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