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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 massive AI infrastructure demand, highlighted by over $60 billion in new orders and a significant doubling of gross margins compared to prior guidance. The community is actively discussing the potential for a major short squeeze due to high short interest and a reassessment of the company's valuation following these unexpectedly strong profitability metrics.

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 attracting significant investor attention following the award of a 266 million dollar U.S. Air Force contract for suborbital launch services, which reinforces the company's growing role in national security and defense infrastructure. While the community remains divided over technical price levels and the stock's recent volatility, many are focused on long-term growth catalysts such as the upcoming Neutron rocket development and the potential for a vertically integrated space communications business.

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 investors monitor the company's aggressive pre-earnings sell-off and recent collaboration with NVIDIA on AI-RAN infrastructure. While community sentiment is heavily polarized between bullish long-term conviction regarding AI and telecom network upgrades and bearish frustration over persistent price weakness, market participants are closely watching how the upcoming earnings report will validate or challenge the current turnaround thesis.

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 gaining significant momentum following the announcement of a strategic partnership with Microsoft to deploy its new Helios rack-scale AI systems across Azure. Investors are closely watching this development and the company's upcoming AI event as the market evaluates AMD's ability to compete in the high-performance AI infrastructure sector.

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 Inc. is seeing intense investor focus as massive, record-breaking trading volume and an active short interest drive speculation around a potential short squeeze. Community sentiment is being bolstered by a recent Australian defense contract win, ongoing acquisition integration, and anticipation that strong earnings results will serve as a catalyst for a sustained reversal.

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 trending as it, alongside X-Energy, is reportedly being tapped by the Trump administration in a push to accelerate nuclear reactor deployment for AI data centers. While some market participants express frustration over price performance and pre-revenue status, others are monitoring the stock for a potential rebound, citing criticality milestones and the sector's long-term infrastructure role.

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 experiencing significant volatility and downward pressure as shareholders debate whether current price levels offer a generational buying opportunity or signal a broader loss of momentum. The community is actively discussing the stock's massive short interest, institutional manipulation, and the potential impact of international distribution challenges versus long-term growth expectations.

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 debate the potential financial impact of new product features and business model shifts amidst ongoing geopolitical instability in the Middle East. Community discussion remains highly polarized, focusing on the company's valuation, broader market sentiment surrounding trade policy, and the platform's role in the current political landscape.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors weigh its role as a key enterprise AI infrastructure beneficiary against broader market volatility and concerns over sustainable server margins. The community remains sharply divided, with bulls pointing to the company's massive AI backlog and favorable strategic partnerships, while bears caution against current valuations and potential demand cooling in the legacy hardware sector.

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 trending as investors rally behind its role in a new federal push to accelerate nuclear reactor deployment for AI-driven data centers. Community members are actively highlighting the company's strong institutional backing from players like Amazon and its potential to benefit from updated regulatory frameworks designed to streamline the construction of advanced power infrastructure.

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Broad Street Realty, Inc. is an integrated and self-managed real estate company. It owns, operates, develops and redevelops primarily grocery-anchored shopping centers and mixed-use properties in the Mid-Atlantic, Southeast and Denver, Colorado markets. The firm also operates as a commercial real estate services firm that delivers cost-effective solutions for office, industrial and retail clients. The company was founded by Thomas M. Yockey and Michael Z. Jacoby in 1985 and is headquartered in Reston, VA.

Broad Street Realty Inc

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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