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Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is rallying as investors anticipate significant growth catalysts and capital allocation updates ahead of the company's investor day event. The community is actively debating the stock's momentum, with many focused on long-term supply-constrained market dynamics, the impact of a large-scale share buyback program, and the potential for a technical short squeeze.

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 as investors react to a powerful earnings beat and robust future guidance, fueling active community speculation about a potential short squeeze. Traders are largely focused on the significant valuation disconnect compared to AI peers and are closely watching whether the stock can break through key psychological resistance levels to sustain its upward momentum.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is experiencing a surge in investor interest driven by positive progress in the commercial manufacturing process and alignment with the FDA regarding comparability protocols for its lead candidate, CAN-2409. Community discussion is heavily focused on the company's path to a late-year BLA filing, with shareholders increasingly optimistic about institutional accumulation and the potential for a significant re-rating as milestones approach.

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.

RUM is trending due to bullish sentiment surrounding the operational launch of its Quake AI infrastructure and strong revenue guidance, which has triggered an aggressive short-covering squeeze among traders. The community is focused on the company's transition into an AI data center play, citing high demand for compute capacity and potential institutional interest as major catalysts for upside momentum.

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

Netlist is trending as retail investors rally behind the stock's recent legal activity at the ITC against industry giants and the broader excitement surrounding potential licensing settlements following a major deal with Samsung. Community members are actively sharing analysis on technical patterns and price targets, with many expressing long-term conviction in the company's patent portfolio as it nears a potential path to a major exchange uplisting.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems shares are facing a sharp sell-off as investors look past strong quarterly earnings and raised guidance to focus on margin contraction and elevated expectations. While community sentiment is deeply divided, the conversation is dominated by frustration over the price action versus fundamental performance and speculation that institutional algorithms are creating a temporary washout for accumulation.

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 driving significant market conversation as a high-growth AI infrastructure play, fueling a heated battle between bullish investors betting on massive capacity expansion and bearish traders following high-profile short sellers. The community remains deeply divided, with bulls pointing to robust demand and analysts raising price targets, while shorts highlight dilution risks and valuation concerns in the current tech cycle.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing high volatility as investors weigh the company's raised full-year guidance and significant RPO against a revenue miss and concerns regarding profitability. Community sentiment is deeply polarized, with some bulls emphasizing the company's fast inference technology and enterprise partnerships, while bears highlight the high valuation, heavy stock-based compensation, and upcoming share lockup expirations.

Roundhill ETF Trust - Roundhill Memory ETF

The Roundhill Memory ETF (DRAM) is experiencing significant volatility, fueled by diverging sentiment on whether the AI infrastructure demand cycle remains robust or is entering a period of oversupply. While some community members are treating recent price dips as aggressive buying opportunities based on long-term data center requirements, others are heavily focused on macro headwinds and fears of a broader cyclical slowdown.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is currently facing downward pressure following reports of a European regulatory investigation into its acquisition of German electronics retailer Ceconomy, prompting concerns over potential state-subsidy scrutiny. Meanwhile, community sentiment remains highly divided between those betting on the stock as a deeply undervalued long-term holding and others frustrated by persistent underperformance and lagging price action compared to global tech peers.

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Is iShares Emerging Markets Equity Factor ETF (EMGF) a Strong ETF Right Now?

iShares Inc. - iShares Emerging Markets Equity Factor ETF

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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.

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