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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 after a preliminary business update revealed record order growth and significantly higher-than-expected gross margins, signaling robust AI infrastructure demand that has caught short sellers off guard. The community is actively debating the potential for an imminent short squeeze and whether these improved fundamentals will lead to a sustained re-rating of the stock price.

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 facing a sell-off as investors react to reports of delays in its flagship Gemini 3.5 Pro model, fueling concerns about Google's ability to maintain pace with competitors like OpenAI and Anthropic. The community remains divided, with some viewing the drop as a temporary overreaction and an accumulation opportunity, while others worry the setback highlights broader execution challenges in the competitive AI landscape.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is facing heightened investor scrutiny as reports of development delays for its flagship Gemini AI models spark concerns over the company's competitive positioning against rivals like Anthropic and OpenAI. While the market remains divided on whether these setbacks represent a structural weakness or a strategic adjustment, analysts are closely monitoring upcoming capital expenditure guidance to determine if Google's massive investments in AI infrastructure will translate into sustainable long-term profitability.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JasmyCoin is seeing heightened trading volume and social activity as the community debates its long-term potential versus concerns over market performance and the ecosystem's tokenomics. Investors remain sharply divided between those viewing the current price as an accumulation opportunity and critics who argue the asset is failing to gain meaningful traction.

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 rally around the company's role as a leading enterprise AI server provider, with many in the community citing strong order backlogs and the stock's relative strength compared to other hardware peers. While some participants are actively discussing the stock's technical breakout potential toward new highs, others are debating whether its current valuation is sustainable given broader market volatility and concerns over legacy business exposure.

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 currently in the spotlight as investors react to a significant expansion of the National Security Space Launch contract ceiling, which now reaches $17 billion. Community members are intensely debating whether this contract win and ongoing growth in government defense work will serve as the necessary catalyst to stabilize the stock's recent volatility.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is capturing attention as investors weigh its potential to address the critical power bottlenecks currently facing AI data centers. While the community remains divided over the timing of large-scale commercial contracts, there is strong debate regarding whether current price levels offer an attractive entry point for those betting on the long-term role of advanced nuclear infrastructure.

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 of a major partnership with Microsoft Azure to deploy the new Helios AI rack-scale systems, signaling competitive momentum against industry leaders. The community is actively debating the stock's valuation and long-term trajectory, with many focusing on whether this expansion into data centers justifies current price levels ahead of upcoming product roadmap events.

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 retail investors debate the stock's future amid heavy downward pressure ahead of upcoming earnings, with many focusing on the company's new AI-RAN partnership with NVIDIA as a long-term growth catalyst. Community sentiment remains deeply divided between 'diamond-hand' bulls viewing the pullback as a buying opportunity and skeptical traders who fear further downside or potential earnings disappointment.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

TQQQ is trending as investors weigh potential market volatility stemming from escalating U.S.-Iran tensions and geopolitical uncertainty against optimistic outlooks for semiconductor earnings and AI-driven growth. Community discussion is heavily focused on whether current market pullbacks represent a buying opportunity for a rebound or if broader economic risks, such as inflation and energy supply concerns, could trigger a more significant downturn.

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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? 
 
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