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Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending due to heightened regulatory uncertainty as U.S. states, led by California, move to block its $110 billion merger with Warner Bros. Discovery on antitrust grounds. While the company is aggressively defending the deal as pro-competitive and essential for streaming scale, investors are closely monitoring potential litigation delays and the resulting financial ticking fees that are creating significant volatility.

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 business update revealed record-breaking demand, highlighted by over $60 billion in new orders and a significant jump in gross margins that easily surpassed prior guidance. The community is buzzing with anticipation for a potential short squeeze, as bullish investors celebrate the news while bears face intense pressure to cover their positions ahead of the upcoming earnings report.

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 is trending following reports that it will join a 200 million federal initiative backed by the Trump administration to accelerate nuclear reactor deployment for AI data centers. While some community members are bullish on the company's long-term potential as a critical AI power backbone, others remain skeptical, citing ongoing regulatory hurdles, insider selling, and the long road to commercial revenue.

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 announcement that Microsoft Azure will deploy its new Helios rack-scale AI system, a move investors view as a significant validation of its competitive position against Nvidia. While the community is actively debating the sustainability of current AI valuations amid geopolitical headwinds, many are focused on the upcoming 'Advancing AI' event as a key catalyst for potential share gains.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending as heightened geopolitical tensions and military activity in the Middle East, specifically around the Strait of Hormuz and Red Sea, spark concerns over supply disruptions and potential inflation. Market participants are actively debating the impact of naval blockades, emergency reserve drawdowns, and diplomatic efforts while monitoring the broader implications of elevated energy prices on the tech-heavy market and global economic stability.

Occidental Petroleum Corp. engages in the exploration and production of oil and natural gas. It operates through the following segments: Oil and Gas, Chemical, and Midstream and Marketing. The Oil and Gas segment explores for, develops and produces oil and condensate, natural gas liquids, and natural gas. The Chemical segment manufactures and markets basic chemicals and vinyls. The Midstream and Marketing segment purchases, markets, gathers, processes, transports and stores oil, condensate, natural gas liquids, natural gas, carbon dioxide, and power. The company was founded in 1920 and is headquartered in Houston, TX.

Occidental Petroleum Corp.

Occidental Petroleum is experiencing significant investor interest driven by a combination of tight oil supply due to ongoing Middle East tensions and anticipation surrounding upcoming earnings. The community is actively debating the sustainability of energy momentum, with many traders closely monitoring crude oil price action as a key catalyst for potential breakouts.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is seeing increased community chatter as investors monitor key hospital-related hiring signals and anticipate potential shifts in dialysis reimbursement policies. Discussions are currently centered on whether the company's recent operational pivots and market access strategies can drive sustained revenue growth and overcome long-standing investor frustration regarding management's communication and share price performance.

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 the community spar over the platform's financial outlook, political controversy, and broader market concerns related to escalating geopolitical tensions. Discussions are intensely polarized, with users fiercely debating the company's business model, leadership, and the impact of national policies on market performance.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is trending due to its pivot toward physical AI and autonomous systems, with the community closely tracking its latest quarterly delivery guidance and aggressive expansion into humanoid robotics. Investors are actively debating the company's long-term valuation shift from a traditional automaker to a global AI platform, despite ongoing concerns about sector volatility.

ProShares Trust II - ProShares Ultra Bloomberg Crude Oil 2x Shares

ProShares Ultra Bloomberg Crude Oil

UCO is experiencing heightened volatility as traders weigh conflicting reports regarding U.S.-Iran peace negotiations and the status of the Strait of Hormuz. While some investors are betting on a supply-side breakthrough that could pressure crude prices downward, the community remains deeply divided, with many actively debating the long-term impact of geopolitical uncertainty on energy markets.

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XBP Europe Holdings, Inc. is a pan-European integrator of bills, payments, and related solutions and services seeking to enable digital transformation of businesses. It provides business process management solutions with proprietary software suites and deep domain expertise, serving as a technology and services partner for its clients. The company is headquartered in Irving, TX.

XBP Europe Holdings Inc - Ordinary Shares - Class A

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.

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CFFECF Acquisition Corp VIII - Ordinary Shares - Class A

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