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Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

A bipartisan House panels report describing Webulls ownership, workforce, technology and data arrangements as structurally tied to Chinaand a potential national-security riskhas driven a sharp selloff. Traders are split between viewing the report as a serious threat that could prompt regulatory action or customer outflows and dismissing it as overstated or old news, with some treating the decline as a buying opportunity; Webull disputes the reports conclusions.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals upcoming quarterly earnings report is driving heavy attention, with traders debating whether results and managements outlook can overcome recent weakness in data-center stocks amid rising bond yields. The companys newly announced access to up to 1 GW of potential power capacity in Finland adds a bullish expansion angle, though some traders note the site is still prospective and lacks a confirmed tenant.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. 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

Microns sharp rebound after several weak sessions is drawing attention, with traders pointing to D.A. Davidsons bullish upgrade and sustained AI-driven memory demand; many also describe the move as a short squeeze or volatile reversal. The Taiwan unions strike authorization remains a concern for some, though others view it as a negotiating risk rather than a lasting threat to production.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXOs steep decline and repeated lows are being attributed by traders to rising rates and yields, housing and construction weakness, and analyst estimate revisions, with concerns that its acquisition-heavy strategy will be difficult to execute in the current environment. Some investors view the selloff as capitulation and are adding shares, while others fear further losses and criticize management for not addressing the weakness.

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

IRENs prolonged selloff and repeated failure to hold rebounds dominate discussion, with traders pointing to higher yields, short selling and possible share dilution as pressures. Bulls are buying the weakness on the companys AI-data-center expansion and expected capacity deployments, while bears want clearer evidence of execution and revenue growth before turning optimistic.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

AMZNs rebound has traders focused on whether it can clear resistance around $260, with bullish call activity and breakout talk countered by frustration over repeated reversals and a choppy, lagging price action. AWS/AI investment and capex remain background themes, but the conversation is mainly about the near-term technical setup.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists five-year patent-licensing and settlement agreement with Micron, which resolves their pending legal disputes, is driving attention. Many traders view the recurring license payments as validation of Netlists IP and anticipate a possible SK Hynix deal, while others question the settlement terms and point to resistance around the stocks recent highs.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USAR is drawing attention amid a prolonged selloff, with traders blaming share dilution and a large potential share overhang while debating whether heavy short interest could fuel a rebound. Bulls point to the companys U.S. mine-to-magnet ambitions and rare-earth supply-chain importance, while bears focus on execution, financing and the time needed to scale production.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions is drawing attention after record quarterly results and a stronger fiscal 2027 outlook, supported by demand for AI data-center infrastructure and memory. Many traders welcomed the beat-and-raise, while others warned of profit-taking and questioned the valuation and cash-flow picture.

Roundhill ETF Trust - Roundhill Memory ETF

DRAM is drawing attention as traders follow swings in memory-chip stocks and debate whether AI demand will sustain the sectors boom. Bulls cite tight supply and strong demand, while bears point to falling memory prices, rising Chinese capacity, and concerns that AI spending may cool.

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Neutral Sentiment

Hold rates steady

Cut 25 bps

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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.

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