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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 is trending after Bloomberg reported the company is building a cloud business, internally dubbed "Meta Compute," to sell its excess AI computing capacity and models to outside customers, putting it into direct competition with AWS, Azure, and Google Cloud. The stock is jumping over 5% in pre-market as investors reframe Meta's massive AI capex as a potential new revenue stream rather than a pure cost center, with the report also noting Meta may sell raw compute capacity similar to neocloud players like CoreWeave. The community is buzzing over whether this monetization path validates Meta's aggressive spending or simply signals the company hedging against internal AI demand falling short of the infrastructure it's building.

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 facing significant downward pressure and intense community scrutiny as institutional investors and insiders continue to offload shares amid ongoing concerns regarding the company's heavy debt load and aggressive data center expansion. While some traders are closely watching for a potential short squeeze fueled by high short interest and analyst price targets, others are skeptical, citing the stock's persistent underperformance relative to its AI-infrastructure peers and the broader cloud sector.

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 seeing heightened volatility as investors weigh the potential impact of hyperscalers developing in-house cloud compute solutions against the company's strong institutional backing and growth narrative. Community sentiment remains sharply divided between those viewing the pullback as a buying opportunity in a fundamental AI infrastructure leader and skeptics who are concerned about valuation levels and sector-wide capacity competition.

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 seeing intense community debate following its multi-year partnership with the Golden State Warriors and official inclusion in the Russell 1000 index, with investors clashing over whether these developments signal long-term brand building or a misuse of capital. While some traders are capitalizing on high volatility to scalp the stock, others are increasingly frustrated by the lack of major hyperscaler contract announcements, leaving sentiment split between those holding for a potential re-rating and those rotating into stronger-performing data center peers.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending as investors react to CEO Wes Cummins' CNBC interview, where he emphasized the company's ability to avoid industry-wide construction delays while confirming new capacity is coming online this week. The stock is facing heightened volatility and selling pressure, prompting a community debate between retail traders bracing for further downside and long-term bulls who view the price action as an accumulation opportunity given the company's significant multi-billion dollar contract backlog.

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 facing intense scrutiny after a mixed earnings report revealed revenue headwinds, though the stock saw an aggressive recovery from after-hours lows as investors debate whether the current valuation represents a generational bottom or a deeper structural decline. While bears highlight ongoing brand fatigue and stiff competition, bulls are pointing to stabilizing margins, potential tariff-related tailwinds, and aggressive insider confidence as signals that the turnaround may eventually take hold.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing heightened volatility and intense social media debate, with investors divided between those betting on a potential short squeeze due to elevated short interest and those frustrated by a lack of substantive catalysts or profitability. Community members remain focused on the company's long-term integration strategy, recent industry awards, and the impact of its acquisition activity on future enterprise revenue.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is experiencing significant volatility following its exclusion from the Russell 2000 and subsequent inclusion in the Russell 1000/200, an index rebalancing event that triggered heavy technical selling pressure. Despite the price correction, the community remains intensely focused on the company's long-term potential as a critical AI infrastructure play, driven by high-conviction partnerships like the expanded $25 billion agreement with Brookfield to provide on-site power for data centers.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending as investors debate its valuation and market leadership amidst reports of high-profile short positions and shifting demand in the AI semiconductor sector. While the community is actively comparing its performance to other tech leaders, discussions are heavily focused on the stock's consolidation phase and long-term potential as a cornerstone of global AI infrastructure.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is facing intense scrutiny from its investor community as the stock continues to underperform compared to other data center peers, with shareholders voicing significant frustration over the lack of communication from leadership regarding strategic AI infrastructure and tenant updates. While some investors see the current price volatility as a potential entry point ahead of expected data center developments, the prevailing sentiment is dominated by disappointment in management's perceived lack of urgency and focus.

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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.

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