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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 trending after delivering a powerful earnings report that significantly beat EPS expectations and provided robust FY27 revenue guidance of up to $72 billion. Investors are actively discussing the company's $60 billion order backlog and the cancellation of planned share dilution, fueling community optimism for a potential short squeeze as the market digests the firm's improved profitability and scale.

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 intense investor anticipation ahead of its upcoming earnings report, with community members actively discussing a potential short squeeze against high-profile short sellers. The stock is currently being driven by strong sector sentiment and high-conviction debates regarding whether its infrastructure buildout and AI capacity growth can outperform Wall Street's expectations.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors monitor upcoming leadership appearances at a major industry conference, fueling community anticipation for potential updates on the Alloy Kore platform. The discussion is centered on the company's long-term potential in software-defined vehicles and physical AI, even as market participants actively debate recent price action and institutional accumulation.

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 following a strong quarterly earnings report that featured a massive revenue backlog and raised full-year guidance, fueling community optimism about the persistent demand for AI infrastructure. While bulls are celebrating the growth trajectory and potential for a short squeeze, skeptics remain vocal regarding the company's significant debt load, negative cash flow, and high capital expenditure requirements.

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 is trending due to significant momentum from new contract wins, including a high-profile agreement with the Israeli Ministry of Defense, which is fueling intense community focus ahead of upcoming earnings. The stock is currently a major point of discussion for its extremely high short interest, with retail investors eagerly betting on a potential short squeeze as they analyze the company's aggressive acquisition strategy and its expanding footprint in the autonomous drone and defense sectors.

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 market activity driven by a strong quarterly earnings report that featured significant revenue growth and raised forward guidance, signaling robust demand for AI-focused optical networking components. Investors are actively debating the stock's valuation, the potential impact of sector-wide supply chain bottlenecks, and the broader implications of proposed U.S. restrictions on Chinese optical imports.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as retail investors weigh the stock's recent price pullback against long-term sentiment bolstered by strategic insider buying and the company's role in critical AI-RAN infrastructure. Community discussions are highly polarized, with many debating whether the current downward pressure is a temporary consolidation or a sign of deeper structural weakness.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is currently under significant pressure following a pessimistic analyst downgrade and a sharp decline from sector peer On Holdings, leading many in the community to weigh in on whether the stock is a deep-value turnaround opportunity or a permanent value trap. While retail investors remain divided between frustrated bagholders venting about the long-term downtrend and bottom-fishers accumulating shares near current support, the primary talking points remain the company's China market reset, executive leadership changes, and a intense debate over whether the brand's competitive dominance in sports can outweigh its struggles with recent consumer demand.

Harrow, Inc. engages in the development, production, and sale of innovative medications. It operates through the following segments: Branded and ImprimisRx. The Branded segment includes activities of the company’s FDA approved ophthalmology pharmaceutical products, including the out-licensing of rights to certain branded products. The ImprimisRx segment represents activities in the company’s ophthalmology-focused pharmaceutical compounding business. The company was founded by Mark L. Baum and Robert J. Kammer on January 11, 2006 and is headquartered in Nashville, TN.

Harrow Inc

Harrow Health Inc

Harrow Health is seeing significant investor attention driven by a strong consensus of 'Strong Buy' ratings from analysts, who cite durable branded product growth and multiple upcoming catalysts like the QUELL trial readout for IHEEZO. Community discussion remains focused on the company's aggressive commercial scaling and the potential for long-term operational leverage as the product portfolio continues to expand.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is drawing significant market interest as investors monitor the imminent results of the REGAL Phase 3 trial, with the community actively speculating on the timing of the 80th event trigger and the implications of a self-imposed quiet period. The stock remains a focus for those betting on a potential oncology breakthrough or M&A activity, with discussions centered on the robust cash position and the expanding pipeline of SLS009.

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Altitude Acquisition Corp. operates as a blank check company. It engages in the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses or entities. The company was founded on August 12, 2020 and is headquartered in Atlanta, GA.

Altitude Acquisition Corp - Ordinary Shares - Class A

Bearish 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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