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Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is experiencing extreme volatility following a major revenue-generating data center lease agreement, with the community sharply divided between bulls celebrating the deal as a transformative infrastructure pivot and bears accusing the company of stock manipulation and deceptive reporting. Investors remain highly focused on the company's ability to execute these long-term contracts while navigating concerns over dilution and historical price action.

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 shift into AI infrastructure following its acquisition of Northern Data and the deployment of Quake AI. The community is actively debating the potential for a short squeeze fueled by record-high short interest and high trading volume, while awaiting formal guidance on the company's ability to monetize its expanded GPU and data center capacity.

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 heading into its highly anticipated earnings report as investors weigh massive AI infrastructure demand and a record backlog against persistent concerns regarding margin sustainability and corporate governance. The community is actively debating whether the stock's current valuation represents a deep value opportunity driven by robust data-center growth or if ongoing regulatory scrutiny and execution risks will trigger further volatility.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin Corp is trending following a significant post-earnings sell-off driven by a modest revenue miss and concerns over ad-model optimization timelines. While the community is divided between those bracing for further downside toward support levels and others viewing the drop as a deep-value buying opportunity due to strong fundamentals and share buyback expectations.

Quantum Corp. engages in the manufacture of computer storage devices. It provides solutions for storing and protecting information in physical, virtual, and cloud environments. Its products and services include Myriad All-Flash File and Object, StorNext File System Unified Surveillance Platform, ActiveScale Object Storage, DXi Backup Appliances, Scalar Tape Storage, CatDV Media Asset Management, and Cloud-Based Analytics. The company was founded by Joel N. Harrison and James M. McCoy in 1980 and is headquartered in Centennial, CO.

Quantum Corp

Quantum Corp is experiencing intense volatility and community debate as investors speculate on potential equity offerings following recent financial reports and weak institutional support. While some traders view the stock as a prime candidate for short squeezes due to its low float, others remain deeply skeptical, citing ongoing concerns over negative cash flow and structural reliance on debt.

Kopin Corp. engages in the development, manufacture and sale of wearable technologies which include components and systems. Its portfolio includes AMLCD, LCOS displays, OLED displays, ASIC, backlights, and optical lenses. The firm uses semiconductor material technology to design, manufacture and market its component products for use in military, enterprise and consumer electronic applications, training and simulation equipment and 3D metrology equipment. The company was founded by John C.C. Fan on April 23, 1984 and is headquartered in Westborough, MA.

Kopin Corp.

Kopin Corp

Kopin Corp is trending as investors show renewed interest in its strategic pivot toward AI data center infrastructure and defense technology, fueled by developments in its Neural I/O initiative and joint ventures. Community members are actively discussing potential partnerships with major semiconductor companies and the company's progress in MicroLED technology, often citing management's guidance on future growth as a catalyst for long-term optimism.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox is experiencing significant market attention as investors react to its recent share offering and a massive 1GW steam turbine contract with Siemens Energy aimed at fueling AI data center power demand. While the community is actively debating the company's long-term potential as a data center infrastructure play and its massive backlog growth, discussions remain tempered by concerns over recent institutional share movement and historical price volatility.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is experiencing significant volatility following a major leadership restructuring, with co-founders stepping back into CEO roles to drive the next phase of growth. The market remains divided between those viewing the management shake-up as a signal of internal challenges and others who see it as a strategic move to refocus on product innovation and premium brand integrity.

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 currently trending as investors debate whether the stock represents a deep-value opportunity after a prolonged downtrend or a value trap amid ongoing earnings pressure and market share concerns. The community is actively discussing the stock's potential for a multi-year turnaround, with significant debate surrounding institutional accumulation, dividend stability, and the long-term impact of its strategic pivot in the Chinese market.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Xeris Biopharma is trending as investors await Q1 earnings, with community sentiment high regarding the growth of its RECORLEV franchise and the upcoming Phase 3 initiation for the once-weekly injectable levothyroxine candidate, XP-8121. Despite recent share price volatility, discussion is focused on the company's trajectory toward sustained profitability, improved margins, and the potential for a significant valuation rerating as clinical milestones approach.

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Are Europe ETFs at Threat Due to Iran Crisis?

Rising Iran tensions and LNG disruption fears are rattling Europe. Can energy shocks pressure EU ETFs while Norway-focused funds gain?

iShares Inc. - iShares MSCI Belgium ETF

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? 
 
Drop a comment with when you expect the first cut/hike to be.

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