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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 after a preliminary business update revealed record order growth and a significant expansion in gross margins that doubled previous guidance. The community is actively discussing the potential for a massive short squeeze as the news forces bearish traders to reassess the company's profitability and competitive position in the AI infrastructure sector.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is facing extreme volatility as community members weigh whether the recent aggressive sell-off represents a capitulation event or a deeper bear trend for semiconductor stocks. Traders are closely monitoring the heavy correlation between SOXLs price swings and the volatile performance of memory chip components like MU and SNDK, while debating the long-term impact of geopolitical tensions and sector-wide AI capital expenditure concerns.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is experiencing a sharp sell-off following reports of delays to its flagship Gemini 3.5 Pro model, fueling concerns among investors regarding the company's competitive execution in the intense AI development race. While some community members view the dip as an overreaction and a buying opportunity, others are pointing to the news as a signal to reassess the company's near-term AI roadmap ahead of its upcoming earnings report.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow investors are bracing for high volatility ahead of upcoming earnings, with the community split between those viewing the current price pullback as an attractive entry point for long-term AI-driven workflow adoption and others fearing a deeper correction due to broader software sector weakness. Sentiment is polarized as traders monitor key technical support levels, looking for confirmation of whether this is a pre-earnings shakeout or a sustained breakdown in momentum.

JetBlue Airways Corp. engages in the provision of air transportation services. Its brands include jetBlue, jetBlue Vacations, Paisly, and TrueBlue. It operates through the following geographic segments: Domestic and Canada, Caribbean and Latin America, and Atlantic. The company was founded by David Gary Neeleman in August 1998 and is headquartered in Long Island City, NY.

Jetblue Airways Corp

JetBlue is trending as investors digest news of potential acquisition interest alongside a broader surge in airline stocks driven by favorable developments in the Middle East and falling oil prices. The community remains focused on the company's aggressive network expansion in South Florida and speculation regarding a possible merger as a catalyst for future valuation.

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 (UAMY) is trending following the commissioning of its new Montana flotation mill, which marks a significant milestone in the company's domestic vertical integration strategy. Investors are actively discussing the company's role as a critical defense supplier while debating the impact of sector-wide volatility and ongoing short-interest dynamics.

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 rallying following the announcement of $2.8 billion in multi-year AI cloud contracts and an increased annualized revenue target. The community is actively discussing the stock's transition from bitcoin mining to AI infrastructure, with bulls highlighting the company's vertically integrated model and customer prepayments as major indicators of growth, while some bears remain skeptical about dilution risks.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors monitor its relative strength within the AI infrastructure sector, particularly as it remains a key beneficiary of sustained enterprise demand for AI-optimized servers. While some market participants express caution regarding its parabolic run and broader valuation concerns, the community continues to closely watch its price action for signs of continued momentum versus potential consolidation.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

Serve Robotics is drawing significant investor attention due to the growing physical AI and autonomous delivery sector, with community members actively discussing a potential buyout and the company's expansion into new markets and verticals. Despite recent price volatility, bulls are monitoring high short interest and institutional backing, viewing current levels as a long-term entry opportunity as the company scales its fleet and revenue targets.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is gaining attention as it expands its AI footprint with a major deal to deploy Helios rack-scale systems on Microsoft Azure, signaling a competitive push into production-scale data center infrastructure. The community remains deeply divided, with bulls pointing to these strategic partnerships and upcoming keynote catalysts as key drivers for long-term growth, while bears express caution over valuation levels and broader geopolitical risks impacting semiconductor volatility.

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These Next Big Infrastructure Stories are Targeting Massive Growth Markets

Wall Street's Next Big Infrastructure Stories are Chasing Massive Growth Markets $BXBL, $XERI, and $AIHS

Senmiao Technology Ltd. is a holding company, which engages in the provision of automobile transaction and related services focusing on the ride-hailing industry. It also provides auto finance solutions through financing leases, car rental services to individual customers. It operates through the Automobile Transaction and Related Services, and the Online Ride-Hailing Platform Services segments. The company was founded in May 2014 and is headquartered in Chengdu, China.

Senmiao Technology Ltd

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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