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Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists patent-license and litigation settlement with Micron is the dominant catalyst, converting a long-running dispute into a multi-year licensing agreement and resolving pending legal proceedings between the companies. Traders largely celebrate the deal as validation of Netlists IP and look to possible SK Hynix or Google developments, though expectations for those remain speculative and some question the Micron agreements terms.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

A suspected pneumonic-plague incident in Russia has fueled a vaccine-stock sympathy trade, with traders speculating about government contracts and a short squeeze despite Novavax having no plague vaccine. The community is divided between those who see the move as momentum on top of Novavaxs partner-led vaccine business and those who view the outbreak link as speculative and the rally as vulnerable to fading.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells investor day and its outlook for AI custom silicon, optical connectivity and data-center growth are driving attention, with traders broadly reacting positively to managements presentation. Some remain wary of a sell-the-news reversal and the stocks volatile price action.

Recursion Pharmaceuticals, Inc. is a clinical-stage biotechnology company that combines automation, artificial intelligence, machine learning, and in vivo validation capabilities to discover novel medicines. Its Recursion operating system enables advanced machine learning approaches to reveal drug candidates, mechanisms of action, novel chemistry, and potential toxicity, with the eventual goal of decoding biology and advancing new therapeutics that radically improve people's lives. The company was founded by Blake Borgeson, Christopher C. Gibson, and Dean Y. Li on November 4, 2013 and is headquartered in Salt Lake City, UT.

Recursion Pharmaceuticals Inc - Ordinary Shares - Class A

Recursion Pharmaceuticals Inc

A high-volume breakout has fueled RXRX chatter, with traders pointing to ARK accumulation and betting that heavy short interest could amplify the move through short covering. Some also cite Recursions AI drug-discovery partnerships and upcoming clinical milestones, while others note that no clear new catalyst has been confirmed.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Runs five-year AI cloud compute agreement with a sovereign AI company, using NVIDIA systems, is driving attention and a sharp share-price gain. Traders welcomed the contract as a positive catalyst after recent weakness, while some cautioned that the stock may struggle to hold its gains and that execution remains key.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrikes new cybersecurity startup accelerator with AWS and NVIDIA is reinforcing the communitys focus on AI-agent security and rising cybersecurity demand. Traders are largely celebrating the stocks strong run and new highs, while others warn that its valuation is stretched and point to insider selling.

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 Digitals Finland expansion is the main catalyst: it secured access to up to 1 GW of potential power for a planned AI campus and says it is in talks with hyperscale customers. Traders largely view the move as a bullish growth opportunity, while some stress that the capacity is potentialnot operating or leasedand debate execution, funding and the upcoming earnings report.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention as traders react to the reported completion of its large at-the-market share offering, which some see as removing a source of selling pressure, alongside renewed strength in AI data-center optics and photonics. Bulls point to the financing overhang easing and improving momentum, while skeptics remain wary of dilution, volatility, and a possible pullback.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Google and Constellations long-term nuclear power collaborationcovering 890 MW of new capacity and a separate 2,700 MW supply agreementis driving attention. Traders largely view the deal as validation of AI data-center demand for reliable power, though some remain cautious that major contracts have not always sustained CEGs gains.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

A sharp CLF rebound has traders pointing to elevated hot-rolled steel prices, a Wells Fargo upgrade, and a government visit spotlighting the companys GOES expansion; some attribute the move to short covering. Optimism about improving steel margins and upcoming earnings is tempered by concerns over debt and management execution.

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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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