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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending following a strong quarterly earnings report that featured record-breaking revenue and an massive $104 billion backlog, signaling that AI infrastructure demand remains highly aggressive. The community is actively debating the company's ability to turn this demand into profitable growth while managing significant capital expenditures and debt levels, fueling intense speculation among bulls expecting a short squeeze and bears skeptical of its long-term financial stability.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending as investors react to strong financial results and guidance, with the community actively debating whether the record-setting revenue and AI-driven laser demand warrant further upside despite recent valuation concerns. Market participants are closely watching the stock's ability to maintain momentum amidst broader tech sector volatility and ongoing discussions regarding supply chain bottlenecks in the optics space.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing increased investor activity and community buzz as the company prepares for upcoming quarterly results, with shareholders closely monitoring the production ramp and potential new customer announcements. The stock is benefiting from broader sector tailwinds driven by rising demand for optical connectivity and AI-driven data center infrastructure.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors focus on the company's strategic pivot toward AI infrastructure following its acquisition of Northern Data, a move that has significantly expanded its GPU capacity and data center footprint. The community is actively debating the potential for a massive short squeeze due to record-high short interest, while simultaneously analyzing the upcoming earnings report and formal guidance as key catalysts for a long-term re-rating.

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 major earnings beat and aggressive forward guidance that significantly topped analyst expectations, fueling intense community debate over its massive backlog and potential for a short squeeze. Investors are actively split between those focused on the company's hyper-growth trajectory and profitable AI infrastructure demand, and others who remain wary of lingering legal risks and management's past reliance on dilution.

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 weigh significant AI infrastructure investment news and high-profile institutional backing against concerns about capital-intensive growth and ongoing short-selling activity. The community is sharply divided, with intense debate centering on potential short squeezes, earnings guidance, and the company's long-term competitive positioning within the AI cloud sector.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is facing persistent downward pressure as investors weigh a significant revenue headwind from a major strategic reset in China alongside ongoing analyst downgrades and sector-wide weakness. Community sentiment is deeply divided, with some investors aggressively accumulating shares at what they perceive to be generational lows, while others remain disillusioned by the stock's multi-year performance and competitive challenges from brands like On and Hoka.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

Trulieve Cannabis Corp is trending as investors react to its historic NYSE listing, which was met with unexpected volatility and a sell-off that some community members attribute to the founder's share sales and a broader sector-wide liquidity adjustment. While the community remains divided over the stock's short-term price action, active discussions are focused on the company's status as a first-mover for institutional capital, its potential for share buybacks, and the broader impact of upcoming federal rescheduling hearings.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as retail investors ramp up activity ahead of its upcoming earnings report, fueled by a recent multi-million-dollar defense tender from the Israeli Ministry of Defense. Community sentiment remains intensely focused on a potential short squeeze, with bulls highlighting the company's expanding backlog and strategic defense partnerships as catalysts for a move toward double-digit share prices.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony (UAMY) is facing downward pressure following a disappointing quarterly earnings report where the company significantly cut its annual revenue guidance, citing declining market prices and production shifts. The community remains deeply divided, with some investors expressing frustration over management's execution and communication, while long-term shareholders maintain a bullish outlook on the company's critical role in the U.S. defense supply chain and its potential to benefit from domestic production mandates.

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Contango Announces Results for the Quarter Ended March 31, 2026

Contango Announces Results for the Quarter Ended March 31, 2026 Contango Announces Results for the Quarter Ended March 31, 2026 PR Newswire FAIRBANKS, Alaska, May 14, 2026 FAIRBANKS, Alaska, May 14...

Lake Victoria Gold Mobilizes Rigs for Sterilization Drilling at Imwelo as Project Advances Toward Production

Lake Victoria Gold Mobilizes Rigs for Sterilization Drilling at Imwelo as Project Advances Toward Production Lake Victoria Gold Mobilizes Rigs for Sterilization Drilling at Imwelo as Project Advances...

Contango Enhances Economics with High-Grade Drill Results and Strategic Acquisition of the Lucky Shot Lease and Royalty

Contango Enhances Economics with High-Grade Drill Results and Strategic Acquisition of the Lucky Shot Lease and Royalty Contango Enhances Economics with High-Grade Drill Results and Strategic...

Contango Announces $9.0 Million Cash Distribution from the Peak Gold JV and Update on 2026 Exploration Plans

Contango Announces $9.0 Million Cash Distribution from the Peak Gold JV and Update on 2026 Exploration Plans Contango Announces $9.0 Million Cash Distribution from the Peak Gold JV and Update on 2026...

Contango Silver and Gold Targets Growth with High-Grade Assets Across North America

Diversified gold and silver platform combines production, development, and exploration upside 
What does the new Contango Silver and Gold company offer investors? 
Contango Silver and Gold offers investors exposure to a high-grade portfolio of gold and silver assets across Canada and the United States, combining current production, strong cash flow, and a pipeline of development projects. 
A new precious metals company is taking shape around a simple idea: 
high-grade assets in stable jurisdictions, supported by scale and cash flow. 
Contango Silver and Gold is positioning itself as a North American-focused gold and silver company, built around a diversified portfolio that spans production, development, and exploration. 
The company brings together a resource base of approximately: 

100 million ounces of silver  

3 million ounces of gold  

Alongside this, it holds roughly $100 million in cash and generates about $100 million in cash flow, providing financial flexibility to support ongoing growth. 
The portfolio is concentrated entirely in Canada and the United States, which management views as a key advantage for long-term development and investor confidence. 
On the gold side, the company holds multiple assets in Alaska, including a producing open-pit operation and several high-grade development and exploration projects. Recent drilling continues to highlight the potential for additional discoveries and expansion. 
On the silver side, the company benefits from exposure to a primary silver asset in British Columbia, adding commodity diversification while maintaining a focus on high-grade mineralization. 
The result is a company structured around three pillars: 

Current production and cash flow  

Development-stage assets with defined growth potential  

Exploration upside across high-grade systems  

Management emphasizes that both gold and silver continue to play an important role for investors seeking stability and long-term value, particularly in uncertain global markets. 
With a combination of scale, grade, jurisdiction, and financial strength, Contango Silver and Gold is positioning itself as a growing force in the North American precious metals sector. 
For more information on Contango Silver and Gold (NYSE-A: CTGO, TSX: CTGO) please click on the request investor info button. 
‍

Contango Completes Merger with Dolly Varden

Contango Completes Merger with Dolly Varden Contango Completes Merger with Dolly Varden PR Newswire FAIRBANKS, Alaska and VANCOUVER, BC, March 26, 2026 FAIRBANKS, Alaska and VANCOUVER, BC, March 26...

Contango Stockholders Overwhelmingly Approve Merger with Dolly Varden

Contango Stockholders Overwhelmingly Approve Merger with Dolly Varden Contango Stockholders Overwhelmingly Approve Merger with Dolly Varden PR Newswire FAIRBANKS, Alaska, March 17, 2026 FAIRBANKS...

Contango Announces 2025 Year End Financials and Provides 2026 and 2027 Production Guidance

Contango Announces 2025 Year End Financials and Provides 2026 and 2027 Production Guidance Contango Announces 2025 Year End Financials and Provides 2026 and 2027 Production Guidance PR Newswire...

INDEPENDENT PROXY ADVISORY FIRMS RECOMMEND CONTANGO ORE, INC. STOCKHOLDERS VOTE "FOR" PROPOSED ARRANGEMENT WITH DOLLY VARDEN SILVER CORPORATION

INDEPENDENT PROXY ADVISORY FIRMS RECOMMEND CONTANGO ORE, INC. STOCKHOLDERS VOTE 'FOR' PROPOSED ARRANGEMENT WITH DOLLY VARDEN SILVER CORPORATION INDEPENDENT PROXY ADVISORY FIRMS RECOMMEND CONTANGO...

Contango Ore Intersects 60.22 g/t Gold over 5.92 meters, including 294.77 g/t Gold over 1.16 meters from Underground Drilling Program at the Lucky Shot Project, Alaska, USA

Contango Ore Intersects 60.22 g/t Gold over 5.92 meters, including 294.77 g/t Gold over 1.16 meters from Underground Drilling Program at the Lucky Shot Project, Alaska, USA Contango Ore Intersects...

Contango Silver & Gold, Inc. is an exploration company, which engages in the development and production of gold and silver assets. It includes producing mines, advanced-stage development projects, and exploration properties on low-capex growth and efficient use of existing infrastructure. The company is headquartered in Fairbanks, AK.

Contango Silver & Gold Inc.

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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