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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

The community is highly focused on Dell's earnings, with intense debate over the sustainability of its AI-server revenue growth and margin compression concerns. Traders are largely bullish, citing record backlog and massive guidance raises as validation of the AI infrastructure super-cycle, while some skeptics argue the valuation is extended and the market is pricing in peak demand.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo is currently trending following a sharp price decline, with the community debating whether the drop is an irrational reaction to earnings or a sign of deeper concerns regarding valuation and customer concentration. While some traders view the pullback as a buying opportunity for long-term AI infrastructure exposure, others express frustration over the volatility and suggest further downside is possible.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is seeing strong attention following its fiscal fourth-quarter earnings report, which featured a revenue and earnings beat alongside strong guidance for the upcoming year, though some traders are debating its high valuation multiple. The stock experienced significant volatility with a pre-earnings sell-off followed by a post-earnings rally, as investors balance the company's growth in platformization and next-generation security against concerns over its premium market price.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors react to the CEO leadership transition from Tim Cook to John Ternus, alongside anticipation for upcoming hardware product launches. Community discussion is polarized between excitement for the new leadership and potential future innovation, and skepticism regarding the stock's valuation and the departure of long-term executives.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending as oil prices react to escalating military tensions and strikes between U.S. forces and Iranian targets near the Strait of Hormuz. Traders are actively debating the potential for long-term supply disruptions against market speculation that diplomatic interventions or alternative supply routes could temper the price rally.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB is experiencing extreme volatility following its second-quarter earnings report, where initial investor enthusiasm over a revenue and EPS beat was quickly countered by concerns regarding slowing Atlas growth and conservative management guidance. Traders are reacting to the sharp price swings, with many expressing confusion or frustration over the stock's wild intraday movement.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending as traders react to rising geopolitical tensions in the Middle East, specifically U.S. strikes on Iranian targets, which have triggered a surge in oil prices and bond yields. Community sentiment remains polarized, with many debating whether the current market volatility presents a buying opportunity or a signal of an impending broader correction.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab is experiencing a surge in trading interest following the announcement of an expanded partnership with Google Cloud, which allows customers to integrate Vertex AI models directly into the GitLab Duo Agent Platform. Traders remain focused on the company's valuation after a significant decline, with many debating whether the stock is undervalued or facing long-term structural risks from AI-driven software development.

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 trending following disclosures that Representative Nancy Pelosi purchased a significant stake in the company, which traders view as a bullish signal due to her reputation for high-performing investments. The community sentiment remains divided between bullish investors who emphasize the company's role in addressing the power needs of AI data centers and skeptics who view the price action as speculative or vulnerable to market manipulation.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is trending as traders closely monitor its upcoming earnings report, with community sentiment buoyed by positive analyst upgrades and its role in the AI infrastructure buildout. While some investors are concerned about price volatility and correlation with peers like Dell and SMCI, the prevailing optimism centers on HPE's expanding networking business and data center demand.

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Bullish 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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