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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Reports that SpaceX is seeking debt financing to buy Nvidia chips for its AI buildout have sparked debate: bulls view the borrowing as investment in future computing capacity, while bears worry about added debt and a scheduled share unlock that could increase selling pressure.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns continued weakness despite strong earnings is driving discussion, with traders citing post-earnings profit-taking and worries that memory profits may be near a cyclical peak; some also blame macro pressure or Michael Burrys bearish stance. Bulls counter that AI-driven HBM demand and tight supply support the outlook, while many express frustration that the shares are lagging the broader market.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital and other storage stocks sold off on concerns about Toshibas planned HDD capacity expansion and reports that Seagate and Toshiba are competing for TDKs magnetic-heads business. Traders disagree on the threat: bears worry about future supply and pricing pressure, while bulls call the reaction excessive given the gradual ramp and WDCs own production capabilities.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Toshibas reported plan to expand hard-drive capacity for AI data centers has raised concerns that added competition could weaken Seagates supply scarcity and pricing power, pressuring STX alongside Western Digital. Traders are split between viewing the selloff as an overreaction given the gradual ramp and strong storage demand, and worrying that increased supply could challenge the sectors growth story.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Small-cap underperformance versus record-setting large-cap tech is the dominant theme, with traders citing elevated Treasury yields and small companies rate sensitivity as headwinds. Some see support near the 200-day average and a possible catch-up rebound, while others remain bearish over weak breadth and continued selling.

PENGU is the official coin of Pudgy Penguins.  Pudgy Penguins has become the face of crypto with one of the most influential communities in the industry. From large companies wearing the Penguin, to being featured in ETF commercials, to garnering millions of followers and over 100 billion views, the Pengu has become a cultural icon making PENGU the world’s social currency.  PENGU allows for the ever-expanding Pudgy Penguin fanbase and the hundreds of millions of people outside of crypto that see and share the Pudgy Penguin everyday, to join The Huddle. PENGU is a symbol for community, memes, and good vibes.  Believe in Pengu. Believe in the Prophecy.

Pudgy Penguins

Discussion centers on Igloos reported decision to shut down Abstract, with some traders viewing a renewed focus on PENGU and the Pudgy Penguins brand as positive, while others worry about the impact on the community and token. The debate is unfolding alongside bearish reactions to PENGUs decline and speculative calls for a rebound.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy rallied alongside power and fuel-cell stocks after Googles long-term electricity agreement with Constellation fueled optimism about rising demand for reliable data-center power; traders were bullish on the move, while some noted FCEL had no new contract of its own and questioned whether the gains would hold. Short-squeeze talk remained speculative.

Sigma Lithium Corp. engages in the producing of a lithium property. It focuses its project in Minas Gerais. The firm also plans to build a world-class commercial-scale lithium concentration plant. The company was founded on June 8, 2011 and is headquartered in Sao Paulo, Brazil.

Sigma Lithium Corporation

A Brazilian federal appeals court restored Sigma Lithiums environmental licenses, clearing the way for mining operations to resume and prompting relief among some traders after the shutdown dispute. Others remain cautious about unresolved community-consultation and expansion-permit issues, alongside execution and lithium-market risks.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra rallied alongside nuclear and power stocks after Googles long-term nuclear deal with Constellation boosted optimism about AI data-center electricity demand; traders also pointed to federal financing for upgrades at Vistras own nuclear plants. The reaction was broadly bullish, though some traders cautioned that the sharp move may be overextended and watched for a pullback.

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 shares are drawing attention after Micron agreed to a five-year patent license and settlement that resolves pending litigation between the companies. Traders largely welcomed the recurring licensing revenue and see a possible SK Hynix renewal as a next catalyst, while others questioned the deal terms and cited profit-taking; hopes for Google negotiations and a Nasdaq uplisting remain speculative.

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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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