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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 following a preliminary update that revealed record-breaking demand and a massive jump in gross margins, significantly easing investor concerns over profitability. The community is buzzing with anticipation for a potential short squeeze, as bullish traders point to the substantial order backlog and improving fundamentals as catalysts to challenge short positions.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

NEAR is trending as investors react to the potential launch of a Grayscale Near Trust, fueling speculation about increased institutional adoption. The community remains divided, with some highlighting the project's AI infrastructure and utility advancements, while others express caution regarding price volatility and the broader correction in the altcoin market.

NANO Nuclear Energy, Inc. is a microreactor and nuclear technology company, which provides supply energy services. Its products in technical development are ZEUS, a solid core battery reactor, and ODIN, a low-pressure coolant reactor. The company is founded by Jiang Yu in February, 2022 and is headquartered in New York, NY.

Nano Nuclear Energy Inc.

Nano Nuclear Energy is currently in the spotlight as investors weigh its potential to supply portable microreactor technology for AI data centers against concerns over its pre-revenue status. While recent strategic partnerships and acquisition news have fueled community excitement about the sector's role in addressing grid capacity bottlenecks, many remain cautious about the long-term execution risks and the speculative nature of early-stage nuclear startups.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors weigh strong delivery performance and a robust order backlog against recent operational headwinds, including reports of a major IT outage impacting production and ongoing trade friction regarding European subsidies for Airbus. The community remains divided between those betting on a generational turnaround driven by high-volume output and critics focused on lingering debt, execution risks, and a history of volatility.

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 C

Alphabet is trending as investors closely monitor its upcoming earnings release for guidance on AI infrastructure spending, which remains the pivotal catalyst for the broader sector. The community is actively debating the company's long-term AI strategy, potential capital expenditure plans, and the impact of its cloud growth versus intense competition in the AI model space.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending as investors monitor its technical performance near key psychological levels, with community discourse heavily debating the impact of AI licensing and ad-driven growth. The stock remains a focal point for traders tracking its correlation with broader software and semiconductor sectors while awaiting upcoming earnings.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

TQQQ is seeing intense community activity as investors weigh the impact of shifting geopolitical tensions in the Middle East against the market's broader rotation into semiconductor and AI-related growth stocks. Traders are debating the sustainability of current AI-driven valuations while closely monitoring volatility triggers and tactical entry points amidst the ongoing earnings season.

Ginkgo Bioworks Holdings, Inc. engages in developing biological engineering products and custom microbes. Its platform enables biotechnology applications across diverse markets, from food, agriculture, industrial chemicals, and pharmaceuticals. It operates through the Cell Engineering and Biosecurity segments. The Cell Engineering segment includes end-to-end cell engineering solutions and cell engineering tools offerings for biological research and development. The Biosecurity segment focuses on biomonitoring and bioinformatics support services, offered to both government and non-government customers through its Canopy and Horizon offerings. The company was founded by Jason Kelly, Reshma Shetty, Bartholomew Canton, Austin Che, and Thomas F. Knight, Jr. in 2008 and is headquartered in Boston, MA.

Ginkgo Bioworks Holdings Inc - Ordinary Shares - Class A

Ginkgo Bioworks is trending as investors react to a significant breakthrough involving an OpenAI-powered autonomous lab that demonstrated substantial cost reductions in cell-free protein synthesis. While the community remains deeply polarized over the company's historical performance, high cash burn, and past revenue struggles, discussion is currently focused on whether this technological milestone finally positions the platform to scale effectively as a piece of essential biological infrastructure.

Cybin, Inc. operates as a clinical-stage biopharmaceutical company on a mission to create safe and effective psychedelic-based therapeutics to address the large unmet need for new and innovative treatment options for people who suffer from mental health conditions. It is currently developing CYB003, a proprietary deuterated psilocybin analog for the treatment of major depressive disorder and CYB004, a proprietary deuterated DMT molecule for generalized anxiety disorder and has a research pipeline of investigational psychedelic-based compounds. The company was founded by Paul Glavine, Eric So, and John Kanakis on October 13, 2016 and is headquartered in Toronto, Canada.

Helus Pharma Inc.

Helus Pharma is trending due to the completion of enrollment in its Phase 3 APPROACH trial for HLP003 ahead of schedule, fueling retail optimism as the company approaches a key topline data readout later this year. The community remains intensely focused on the company's financial runway, the impact of recent leadership changes, and its potential as an acquisition target within the accelerating psychedelic and neuroplasticity-focused mental health sector.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors focus on its pivot into AI infrastructure through the Northern Data acquisition and strong strategic backing from Tether. The community is actively discussing the stock's significant short interest and the potential for a liquidity-driven squeeze as they anticipate future cloud compute contracts and updated financial guidance.

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Here's How Much You Would Have Made Owning Arista Networks Stock In The Last 10 Years

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IBM's Q2 Software revenues may rise as watsonx.ai adoption, cloud services and AI partnerships support growth across key markets.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

ANET, CLS, EXTR, LITE Stock In Focus — UBS Sees Data Center Investments To Drive Demand, But Supply Constraints Persist

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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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.89	--	--	N/A
Q1 '26	$0.81	$0.87	7.66%	BEAT
Q4 '25	$0.76	$0.82	8.24%	BEAT
Q3 '25	$0.72	$0.75	4.77%	BEAT
Q2 '25	$0.65	$0.73	12.44%	BEAT

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