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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 update revealed gross margins reaching 15% to 17% and a record-breaking $60 billion in new orders. The community is actively discussing the potential for a massive short squeeze, with many retail investors focusing on the significant margin improvement and the company's dominant position in AI infrastructure.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors and market participants react to a polarizing mix of political news, including proposed tariff policies on foreign goods and ongoing debates regarding election integrity and military engagements in the Middle East. Community sentiment remains deeply divided, with discussions centered on the stock's role as a barometer for the former president's brand, while traders closely monitor technical price action and the potential impact of high-profile policy announcements on the company's valuation.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently the subject of intense community focus following a significant multi-billion dollar expansion of a U.S. national security launch contract ceiling, which bolsters its defense pipeline. Investors are actively debating the company's valuation against its long-term potential as a vertically integrated space platform, with many highlighting upcoming catalysts like the Neutron launch and the Iridium acquisition as key factors to watch.

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 trending due to the official unveiling of its Helios rack-scale AI system and a major strategic partnership with Microsoft Azure, which will deploy the hardware for frontier AI inference. Community discussion is dominated by bullish sentiment regarding this new competitive challenge to NVIDIA, alongside intense debate over whether these announcements will fuel a breakout or if the stock remains susceptible to volatility ahead of the company's upcoming AI event and earnings.

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 ($NOK) is trending as investors weigh significant AI-RAN infrastructure announcements against persistent technical selling pressure and broader market volatility ahead of upcoming earnings. While the community remains deeply divided between long-term bulls highlighting strategic partnerships and AI growth catalysts, and skeptics reacting to recent share price weakness, sentiment is heavily focused on whether the earnings report will act as the necessary catalyst to break the current downtrend.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is seeing intense investor focus as the company joins a federal effort to fast-track advanced nuclear reactor deployment for AI data centers. While the community remains divided over the firm's lack of current revenue and persistent insider selling, traders are actively debating its potential to reach criticality and clear key technical resistance levels.

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 Holdings is trending as investors debate whether the stock has reached a structural bottom, with many retail participants actively accumulating shares while closely monitoring technical support levels. Despite concerns over competitive dynamics and recent analyst downgrades, the community is heavily focused on the company's long-term growth story, international distribution potential, and the significant short interest that could spark a potential squeeze.

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 is seeing significant volatility and investor anxiety as market participants weigh its enterprise AI workflow narrative against a broader software sector pullback ahead of upcoming earnings. The community remains deeply divided, with many traders nervously debating whether the current price weakness is a manipulative institutional shakeout or a fundamental shift in demand for enterprise software.

X-Energy, Inc. operates as an energy company The firm focuses on modular nuclear reactors and fuel technology for clean energy generation. The company was founded by Kam Ghaffarian and Eben Mulder on 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-energy Inc

X-energy is surging in community sentiment following reports that the Trump administration is tapping the company, alongside Oklo, for a major initiative to accelerate nuclear reactor deployment for AI data centers. Investors are actively discussing the stock's long-term potential as a critical infrastructure play backed by heavyweights like Amazon, though the community remains divided between those betting on institutional adoption and others cautious of its early-stage, pre-revenue status.

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 seeing massive volume and intense retail engagement, driven by recent international defense contracts and speculation regarding potential short-squeeze dynamics. The community remains divided between long-term investors tracking institutional accumulation and defense sector growth, and skeptics focused on historical cash burn and dilution concerns.

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MELI Stock In Spotlight: Michael Burry Says The Latin American Tech Giant 'Comes Cheap’ Despite Strong Growth 

Equity

Burry disclosed that he increased his position in MELI around the mid-$1,500 level.


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MercadoLibre Jumps On Workforce Expansion Plan, LatAm Investments: Retail Sees Prime Bet Amid Tariff Bloodbath

The company told Bloomberg it will add 28,000 workers by the end of the year.

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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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