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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 Inc. is trending after a preliminary Q4 update revealed a massive backlog of over $60 billion in new orders and a significant jump in gross margin guidance to 15-17%. The community is actively discussing the potential for a substantial short squeeze and the company's valuation, with many bullish traders viewing the margin improvement as a transformative catalyst for the stock.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is trending as investors debate its long-term potential in the defense drone sector, weighing optimism around military contract opportunities against community concerns regarding share dilution and executive turnover. Sentiment remains highly polarized, with supporters pointing to autonomous technology advancements and upcoming earnings as catalysts for a potential squeeze, while skeptics highlight recent leadership departures and executive share sales as red flags.

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 experiencing a significant surge in conversation and trading volume following a Bloomberg report that the company was selected for a federal initiative to accelerate the deployment of advanced nuclear reactors for AI data centers. While the community is actively debating the stock's future, discussions are split between bulls highlighting the strategic backing of the Trump administration and major tech partners like Microsoft and Nvidia, and bears focused on the company's pre-revenue status and the volatility of recent price action.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending due to a combination of strong aircraft delivery figures, improved regulatory standing with the FAA, and positive ratings outlooks that have bolstered investor sentiment. Despite this, community conversation remains divided, with many traders frustrated by the stock's sluggish price action relative to its robust backlog and fundamentals.

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 heightened volatility and intense social media debate as retail investors oscillate between aggressive accumulation near support levels and frustration over the stock's sluggish performance relative to its growth metrics. Community members are actively dissecting the impact of institutional short interest, potential international distribution hurdles, and upcoming quarterly earnings as the primary catalysts driving current market sentiment.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is generating significant community buzz following a strategic partnership with Apple to power a new device-leasing program, which investors see as a major catalyst for long-term growth and increased adoption. While the stock has faced recent volatility, market participants are actively debating the company's valuation, its potential to capture more market share from fintech rivals, and the impact of upcoming legal and financial catalysts.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is seeing a surge in options activity as investors speculate on a breakout, with the community actively debating the potential for a short squeeze despite skepticism from bears. The stock is currently trending amid a broader discussion regarding institutional accumulation and its comparative performance against peers like Robinhood.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T is seeing heightened volatility and selling pressure as investors weigh concerns about potential long-term competitive threats from SpaceXs Starlink against the stock's significant dividend yield and value-oriented fundamentals. Community sentiment remains polarized, with many investors viewing the recent pullback as an attractive accumulation opportunity ahead of the next dividend distribution, while others express frustration over managements strategy and ongoing downward price action.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is facing intense volatility as investors debate the impact of a significant valuation premium compared to its domestic Korean shares, while concerns over leveraged ETF unwinding and supply chain dynamics persist. Despite these headwinds, the community remains actively divided between those betting on the stock as a long-term AI infrastructure play and others worried about potential corrections following recent rapid appreciation.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is facing intense volatility as the market evaluates its role as an NDAA-compliant battery supplier for the drone and defense sector amid broader index rebalancing and short-term selling pressure. The community remains divided, with some investors focusing on potential long-term upside from mission-critical contracts and domestic manufacturing partnerships, while others express frustration over lack of recent PR and the stock's sharp pullback from recent highs.

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Canna-Global Acquisition Corp. operates as a blank check company. The firm was formed for the purpose to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded by George Koi Ming Yap and Mei Eng Goy on April 12, 2021 and is headquartered in Marina Del Rey, CA.

Canna Global Acquisition Corp - 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.

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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