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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 experiencing significant downward pressure following reports that Meta Platforms may commercialize excess AI compute, sparking investor concerns over potential oversupply and increased competition for the neocloud sector. While the community remains divided between those viewing the pullback as a narrative-driven overreaction to a long-term infrastructure trend and those concerned about the erosion of competitive moats for smaller providers, sentiment remains heavily focused on the company's existing multi-year capacity contracts and the broader, supply-constrained nature of AI compute.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta shares rallied following reports that the company plans to launch a cloud infrastructure business to monetize its excess AI compute capacity. While this move aims to improve ROI on its aggressive capital expenditure, the news triggered a sharp sell-off in smaller AI infrastructure and 'neocloud' providers, as investors reassess competition and supply-demand dynamics within the AI hardware sector.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster Inc. is trending as investors aggressively rotate into Physical AI infrastructure, fueled by the company's recent Build America, Buy America (BABA) compliance for its Rev8 LiDAR and a high-volume manufacturing partnership with Benchmark Electronics. The community is heavily focused on the company's role as a critical sensing layer for robotics, autonomous machinery, and smart city infrastructure, with widespread discussion around the potential for a major valuation rerating as these technologies move toward large-scale deployment.

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 shares are facing significant volatility following reports that Meta Platforms intends to monetize its own excess AI compute capacity, sparking investor concerns over potential future competition and shifted market dynamics. While the community is debating whether this signals a genuine disruption to the 'neocloud' model or merely a short-term sentiment reaction to a massive infrastructure buildout, many long-term holders emphasize that existing ironclad, multi-year contracts provide a crucial buffer against immediate competitive threats.

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

Micron Technology is experiencing high volatility as investors rotate out of semiconductor stocks following a report that Meta may monetize excess AI infrastructure, sparking fears of overcapacity. While retail investors remain divided between panic selling and capitalizing on the dip, many are actively monitoring technical support levels and potential long-term buy-in opportunities amid the broader sector correction.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius is trending due to heightened community interest in its potential for a short squeeze, driven by significant short interest and optimism surrounding its international expansion and Alani Nu growth. Investors are actively debating the company's long-term valuation compared to sector competitors, with many looking toward an upcoming earnings catalyst to break the stock out of its recent consolidation.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as investors anticipate upcoming global expansion news and potential catalysts in July, with community members actively discussing the company's NK cell platform and its potential to disrupt traditional cancer treatments. Bullish sentiment is heavily fueled by high short interest and anticipation of a potential squeeze, as supporters rally around the company's progress in clinical trials and manufacturing infrastructure.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing heightened market interest driven by an Outperform rating from Wedbush and a significant federal push for domestic quantum infrastructure through new executive orders. The community is actively discussing the stock's potential as a defense and space-tech player, with many members interpreting recent price volatility as a result of institutional accumulation and efforts to shake out short sellers.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is trending due to significant retail speculation that the stock is poised for a short squeeze, driven by its relatively small float and high reported short interest. The community is actively debating the stock's squeeze mechanics in comparison to other restaurant chains, with some investors highlighting the stock's structural setup while others express caution regarding its underlying financials and operational risks.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is generating intense community buzz as the company ramps up R2 production and provides investors with delivery window estimates, fueling debates over potential volume growth and long-term production scaling. While some investors remain cautious about management's communication and volatility, others are aggressively accumulating shares, pointing to strong R2 demand and strategic partnerships as catalysts for a potential fundamental revaluation.

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Applied Industrial Technologies, Inc. engages in the manufacture and distribution of industrial parts and products. It operates through the Service Center Based Distribution and Engineered Solutions segments. The Service Center Based Distribution segment is involved in local service centers and distribution centers with a focus on providing products and services addressing the maintenance and repair of motion control infrastructure and production equipment. The Engineered Solutions segment focuses on distributing, engineering, designing, integrating, and repairing hydraulic and pneumatic fluid power technologies, and engineered flow control products and services. The company was founded by Joseph Bruening in January 1923 and is headquartered in Cleveland, OH.

Applied Industrial Technologies Inc.

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
Q4 '26	$2.92	--	--	N/A
Q3 '26	$2.65	$2.65	0.06%	BEAT
Q2 '26	$2.49	$2.54	1.81%	BEAT
Q1 '26	$2.48	$2.63	5.95%	BEAT
Q4 '25	$2.63	$2.84	8.12%	BEAT

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