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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

IREN is seeing a significant surge in momentum following the announcement of 2.8 billion dollars in new multi-year AI cloud contracts and an upward revision to its annualized revenue targets. Investors are actively discussing the improved contract quality, specifically the inclusion of customer prepayments that reduce capital intensity, while debating whether this move signals a sustainable reversal or a temporary bounce for the heavily shorted data center play.

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 Digital is drawing significant community focus as investors debate whether the stock's recent sharp pullback represents a buying opportunity or a deeper correction for data center infrastructure plays. While some highlight strong contract backlogs and ongoing facility construction as reasons for optimism, others are more cautious, pointing to increased volatility and concerns about broader sector macro headwinds.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance remains in the spotlight as investors track progress on its merger with Warner Bros. Discovery, with the community actively debating whether regulatory hurdles in the UK and potential U.S. state lawsuits represent genuine threats to the deal's closure or standard bureaucratic posturing. While bears point to mounting debt concerns and procedural delays as reasons for skepticism, bulls are highlighting the potential for long-term synergy as management works to navigate these final regulatory checkpoints.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital Inc. is trending as retail investors anticipate a potential tenant announcement for its Texas AI infrastructure project, fueled by momentum from its upcoming Russell 3000 index inclusion. The community is actively discussing the company's behind-the-meter power capacity and speculating on a possible short squeeze as they await major catalysts.

Duos Technologies Group, Inc. designs, develops, deploys, and operates intelligent technology solutions supporting rail, logistics, intermodal and government customers that streamlines operations, improves safety and reduces costs. It offers imaging, safety and security, software, and services. The firm also provides cutting edge solutions that automate the mechanical and security inspection of fast moving trains, trucks and automobiles through a broad range of proprietary hardware, software, information technology and artificial intelligence. The company was founded on May 31, 1994 and is headquartered in Jacksonville, FL.

Duos Technologies Group Inc

Duos Technologies is trending as investors focus on the company's modular edge data center (EDC) deployments and a major $176 million GPU-as-a-Service contract with Hydra Host. The community is actively discussing the stock's potential to capitalize on the AI infrastructure bottleneck, specifically highlighting the company's ability to navigate power and permitting constraints that often delay larger data center projects.

General Fusion Group Ltd. engages in the fusion industry, developing practical magnetized target fusion technology that is designed to address the key barriers to commercializing fusion. The company is headquartered in Richmond, Canada.

General Fusion Group Ltd.

General Fusion is trending following its recent public debut on the Nasdaq as the first pure-play fusion energy company, sparking intense community debate over its long-term viability versus speculative alternatives like American Fusion. While some investors are optimistic about the firm's backing and technological milestones, others are actively scrutinizing its ambitious timeline to commercialization and comparing it against other players in the sector.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar is trending as investors weigh strong utility-scale demand and potential tariff-driven pricing power against mixed institutional sentiment and upcoming earnings volatility. The community is focused on the stock's significant recent pullback, debating whether it represents a bargain or a warning sign tied to policy reliance and subsidy phase-outs.

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. 

Nebius Group is currently trending following a disclosed 9.3% stake by NVIDIA and a $775 million secured debt facility that investors view as a boost to its capital efficiency and growth prospects. While the community is actively debating the stock's potential for a short squeeze and its long-term viability as an AI infrastructure leader, sentiment remains divided between those expecting a massive recovery and others warning of volatility amid technical uncertainty.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending as investors grapple with broad sector volatility and heavy selling pressure, despite significant long-term growth potential driven by its massive revenue backlog and AI infrastructure demand. Community sentiment is deeply divided, with many traders frustrated by the stock's recent performance while others view the pullback as a buying opportunity in a company central to the AI ecosystem.

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.

QXO Inc. is currently facing downward pressure due to ongoing shareholder selling following the TopBuild acquisition, with investors debating whether current price levels represent an oversold opportunity for long-term growth or a sign of deeper structural issues. The community remains deeply divided, with many expressing frustration over the lack of direct leadership updates while others aggressively accumulate shares, citing a belief in the CEO's track record and the company's potential to capitalize on long-term infrastructure and housing demand.

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EA Series Trust - Alpha Architect US Equity 3 ETF

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? 
 
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