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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 generating significant market buzz as traders weigh aggressive short interest against bullish AI infrastructure demand ahead of the company's upcoming earnings release. The community remains deeply polarized, with some anticipating a violent short squeeze, while others warn of potential volatility driven by concerns over datacenter construction timelines and broader AI sector sustainability.

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 rallying as investors digest blowout earnings and a massive backlog exceeding $100 billion, signaling robust, ongoing demand for AI cloud infrastructure. While the community remains fiercely divided over the company's heavy debt load and high cash burn, bullish momentum is being fueled by raised full-year guidance and successful scaling efforts.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging as traders react to a blowout earnings report that delivered an 85% EPS beat and raised FY27 revenue guidance to a range between $65B and $72B. The community is actively discussing the stock's significant valuation disconnect, with many bulls focusing on the company's $60B+ record backlog and the potential for a massive short squeeze now that management has paused its ATM share issuance program.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is trending following the announcement of positive Phase 3 results for its generalized anxiety disorder treatment, which met all primary and key secondary efficacy endpoints. Investors and community members are actively discussing the significance of these findings, the company's strong cash position, and potential implications for its upcoming clinical catalysts.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber, Inc. is gaining investor attention as it transitions into an AI infrastructure pure-play, bolstered by a significant data center backlog and a focus on retrofitting industrial sites to accelerate capacity deployment. Community discussion centers on the company's strong potential within the AI compute bottleneck, alongside speculation regarding its high short interest and institutional interest from large-scale AI infrastructure funds.

Jumia Technologies AG engages in the provision of logistic services. It operates a pan-African e-commerce platform. It operates through the following geographical segments: West Africa, North Africa, East and South Africa, Europe, United Arab Emirates, and Others. The company was founded by Jeremy Hodara, Sacha Poignonnec, Peter Allerstorfer, Manuel Koser, Tunde Kehinde, and Raphael Afaedor in 2012 and is headquartered in Berlin, Germany.

Jumia Technologies Ag - ADR

Jumia Technologies is trending as investors weigh strong long-term growth fundamentals against short-term volatility driven by geopolitical tensions and global supply chain disruptions. While the community remains divided between those capitalizing on the dip and those concerned about price stability, the primary sentiment focuses on the company's progress toward its path to profitability and its strategic position in the rapidly expanding African e-commerce market.

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 strong institutional accumulation against concerns regarding lowered full-year revenue guidance and volatile antimony pricing. Community discussion remains polarized, with many retail traders maintaining a bullish long-term outlook on the company's strategic role in domestic mineral independence while others express frustration over management's execution and recent financial performance.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is seeing heavy trading volume and community buzz following a strong quarterly earnings report that highlighted record demand for its photonics and laser components. Investors are closely debating the stock's valuation after recent price target adjustments and sector-wide volatility, while actively tracking the company's critical role in powering the growing AI data center infrastructure.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is seeing intense community speculation as investors anticipate a major earnings release, with many retail traders actively discussing the potential for a short squeeze driven by the stock's elevated short interest and recent contract wins. Market sentiment is hyper-focused on the company's defense-sector positioning and whether a strong earnings report will force a significant cover of heavily shorted positions.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

Liquidia is generating significant investor attention as the market anticipates a pivotal court ruling regarding the '327 patent, which many see as the final hurdle for the company's YUTREPIA franchise. Community sentiment remains deeply divided, with bulls pointing to strong revenue growth and market share gains versus United Therapeutics, while bears remain focused on the legal risks, volatility, and historical valuation concerns.

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Adyen NV engages in the provision of payments platform business. Its products include online payments, point of sale, marketplaces, and unified commerce. The firm operates through the following geographical segments: Europe, the Middle East, and Africa (EMEA); North America, Asia-Pacific, and Latin America. The company was founded by Pieter van der Does and Arnout Diederik Schuijff in 2006 and is headquartered in Amsterdam, the Netherlands.

Adyen NV - ADR

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
Q1 '26	$0.20	--	--	N/A
Q4 '25	$0.22	--	--	N/A
Q3 '25	$0.21	--	--	N/A
Q2 '25	$0.19	$0.18	-5.12%	MISSED
Q1 '25	$0.19	--	--	N/A

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