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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 trending after securing $2.8 billion in new AI cloud contracts and raising its annualized revenue target, sparking heavy volume and investor excitement around its transition into an AI infrastructure provider. Community discussion is focused on the potential for a short squeeze given the stock's elevated short interest and strong backing from prepayments by major AI developers.

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

Advanced Micro Devices is trending as investors react to a significant Azure expansion, where Microsoft will deploy AMD's Helios rack-scale systems to power frontier AI workloads. The community is actively debating the stock's long-term growth potential and execution against sector peers amidst high volatility and sector-wide rotation.

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 trending as investors digest the disclosure of a significant passive stake held by NVIDIA, which has bolstered confidence in the company's long-term growth and its strategic position within the AI cloud infrastructure market. The stock is seeing heavy community debate as traders weigh this institutional backing and positive analyst price target revisions against the broader volatility and supply-side concerns currently impacting the AI infrastructure sector.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is currently trending as investors debate the stock's long-term potential versus near-term volatility, with the community actively comparing its trapped-ion technology and strategic government engagement against Infleqtion's recent legislative and commercial milestones. While bulls are focused on accumulation and future backlog revenue, others are cautious about sector-wide selloffs and the time horizon required for quantum technology to achieve widespread commercial scale.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is trending as investors digest a major intellectual property win, with the stock rallying following the submission of a key patent for Miplyffa to the FDA's Orange Book, potentially extending exclusivity through 2041. The community is actively discussing the stock's improved fundamental outlook, a wave of bullish analyst price target upgrades, and speculation regarding potential long-term value and buyout prospects.

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 experiencing significant volatility as investors weigh strong long-term AI infrastructure demand against a broader market sell-off impacting the data center sector. The community remains deeply divided, with many long-term holders treating the current price drop as a discount buying opportunity while others express frustration over the lack of near-term price recovery.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is seeing intense market activity as investors react to the unveiling of the Thunder platform, a new autonomous VTOL aircraft developed in partnership with Anduril Industries for both defense and commercial use. While some in the community are optimistic about potential defense contracts and the companys heavy cash reserves, others remain skeptical about the timeline for commercial air-taxi viability and the companys history of volatility.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is trending amid a high-volatility semiconductor sector sell-off, driven by investor concerns over AI infrastructure spending, geopolitical tensions in the Middle East, and liquidations linked to broader market rebalancing. Community discussions are heavily divided between opportunistic buyers viewing the decline as a major buying opportunity and bearish traders betting on a deeper correction based on fundamental valuation concerns.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as investors aggressively position ahead of a critical earnings report, with the market intensely focused on whether the company's massive AI capital expenditure will translate into clear monetization and cloud growth. While analysts remain divided over potential model development delays versus Alphabet's dominant search and cloud ecosystem, community sentiment is highly polarized, fueling intense debate regarding the sustainability of the AI infrastructure rally.

Tema ETF Trust - Tema Space Innovators ETF

Tema Space Innovators ETF

Tema Space Innovators ETF (NASA) is experiencing significant downward pressure as capital rotates heavily into the newly public SpaceX, causing institutional selling across the broader space sector and challenging the fund's current NAV. Despite the intense volatility and community frustration regarding recent performance, investors remain focused on the fund's long-term potential and its strategic exposure to the evolving space economy through top holdings like Rocket Lab and AST SpaceMobile.

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US Reclassifies Weed: Can Cannabis ETFs Give Your Portfolio a New High? 

 Medical marijuana's US reclassification revives cannabis ETFs like WEED, with tax relief and reform hopes fueling sharp gains across the sector.

TLRY Stock Drops Premarket: Why Analysts Are Mixed Despite Upbeat Q3 Report 

Equity

Tirlay Brands shares have declined 33% year to date.


Cannabis ETF (CNBS) Hits New 52-Week High

CNBS Cannabis ETF climbs to a 52-week high, fueled by rescheduling optimism and potential further gains.

TLRY Stock Gained Over 70% In 5 Days, Retail Optimism Spikes Ahead Of Trump's Marijuana Order

The New York City-headquartered pharmaceutical company produces and distributes cannabis for medicinal and adult use.

6 Top-Performing ETF Areas of Last Week 

Cannabis, metals, space and health care led ETF gains last week. WEED, CNBS, SIL, UFO, GDXJ, PLTM and OZEM outperformed despite tech weakness.

5 Best-Performing Leveraged ETFs of Last Week

Cannabis, space, nat gas & auto led last week's leveraged ETF winners. MSOX, RKLX, KOLD, VOYX and CVNX posted outsized gains despite tech weakness.

Cannabis ETFs Soar Double-Digits on Friday: Here's Why

Cannabis ETFs explode on reform buzz. CNBS, WEED, MSOS and MJ jumped double-digits on Dec. 12, 2025 as Trump reportedly weighs reclassifying marijuana, boosting optimism.

The Zacks Analyst Blog Highlights MSOS, CNBS, WEED, MJ and YOLO

Zacks Analyst Blog highlights MSOS, CNBS, WEED, MJ, and YOLO as marijuana ETFs soar over 100% in three months on U.S. legalization hopes and investor optimism.

From Loss to Lift-Off: Marijuana ETFs Rebound on Legalization Prospects 

Marijuana ETFs, such as WEED, MSOS, and CNBS, are rebounding as hopes for rescheduling boost investor optimism. 

Top-Performing ETF Areas of August That Are Up At Least 20% 

ETFs tied to Cannabis, Asia, China, materials and bitcoin miners led August's gains in Wall Street. ETFs like WEED, KSTR, CNXT, GBUG and WGMI won in August.

Amplify ETF Trust - Amplify Seymour Cannabis ETF

Bearish 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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