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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 remains at the center of investor frustration as the stock struggles with volatility and ongoing community debates over alleged management controversies, chip smuggling probes, and the impact of capital raising activities. Despite these concerns, bullish investors continue to highlight a massive order backlog and long-term AI infrastructure demand as catalysts for a potential rebound.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently the focal point of intense market speculation as retail investors debate the stock's valuation ahead of upcoming vehicle delivery reports and long-term autonomy narratives. While the community remains deeply divided, active discussions center on the stock's recent price volatility, the potential for a gamma squeeze, and the influence of Elon Musk's various ventures on institutional sentiment.

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 surging as investors speculate on a potential buyout and upcoming phase 3 clinical trial data, creating a high-pressure environment for short sellers. The community is actively tracking record-breaking options volume and tight borrow supply, with many bullish participants holding for long-term catalysts despite the rapid price appreciation.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is capturing significant community attention as it positions itself as a scalable layer-one blockchain, with investors highlighting its speed, low fees, and growing utility in tokenized equities and stablecoin remittances. The conversation is currently driven by active staking strategies and bullish outlooks on its long-term potential as a high-performance alternative to Ethereum, despite ongoing market volatility.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as the community prepares for the upcoming FDA Advisory Committee meeting in late July, which is being viewed as a critical step toward validating the company's dual-indication efficacy data. Investors are actively debating the impact of ongoing litigation with Nippon Shinyaku while maintaining high conviction in the potential for a broad label approval and a subsequent share price revaluation.

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 drawing significant attention as investors re-price its exposure to the growing Physical AI and robotics sectors, bolstered by the launch of its REV8 native color lidar and new strategic manufacturing agreements. Community discourse is heavily focused on the stock's potential for long-term growth as an essential infrastructure player in automation, with many participants debating the stock's recent volatility versus its fundamental potential as a foundational sensing technology.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is seeing significant market enthusiasm driven by anticipation of a potential J-LEO contract award in Japan and recent successful satellite deployments. Community sentiment remains heavily bullish, with many investors viewing the current price action as a key re-rating phase fueled by the company's competitive direct-to-device technology and expected near-term catalyst announcements.

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 a wave of negative sentiment as analysts downgrade the stock ahead of earnings, while the community remains sharply divided between those calling it a generational value opportunity and others labeling it a broken brand. Investors are closely debating the potential impact of tariff refunds and international growth, even as technical signals indicate significant downward pressure and structural fatigue.

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Charter Communications Inc. - Ordinary Shares - Class A

Charter Communications is seeing significant volatility and intense short-selling activity as investors react to a combination of heavy institutional outflows from recent index rebalancing and ongoing market skepticism toward the broadband sector. The community is deeply divided, with many traders betting on a massive short squeeze driven by the company's aggressive stock buybacks and low valuation multiples, while skeptics point to mounting debt concerns and stiff competition as reasons for the continued bearish trend.

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 seeing significant community momentum as investors react to a fundamental turnaround driven by the expansion of its QNX software into robotics and Physical AI applications. Supporters are actively discussing the stock's potential for a valuation re-rating, fueled by speculative interest in upcoming automotive partnerships and strong conviction in the company's long-term pivot away from its smartphone legacy.

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North America Lithium & Gold Corp. is a lithium exploration company, which engages in developing its flagship project, Revival of the Midnight Owl Mine. It also explores for gold. The company was founded on March 1, 1994 and is headquartered in Gurnee, IL.

North America Lithium and Gold Corp.

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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