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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing significant selling pressure as investors react to industry-wide concerns about hyperscaler competition, specifically reports regarding Meta's potential move into selling excess AI compute capacity. While some investors are expressing deep frustration over management's compensation packages and lack of new contracts, others are highlighting the company's long-term power infrastructure as a structural advantage during this period of high volatility.

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 experiencing extreme volatility and a sharp pullback as retail investors debate whether the decline is a temporary sector rotation driven by broader market uncertainty or the beginning of a larger correction in AI-related memory stocks. Community sentiment is deeply polarized, with many investors holding heavy bags and debating the credibility of recent analyst price target upgrades against reports of slowing compute demand.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing intense volatility as traders clash over a strong delivery beat versus widespread fears of margin erosion and a "sell the news" reaction. The community is sharply divided, with many retail investors expressing frustration over perceived market manipulation and aggressive put-side betting, while others view the pullback as a buying opportunity.

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

Micron Technology Inc. is seeing intense volatility as investors debate whether the recent sell-off is a healthy consolidation following blowout earnings or a broader sector rotation away from AI-driven hardware. The community remains deeply divided between those viewing the decline as a major buying opportunity due to strong long-term contracts and low forward valuations, and others warning of a potential bubble burst driven by high leverage and macro-economic uncertainty.

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 experiencing heightened volatility as the community debates whether recent reports of Meta expanding its cloud capacity to sell compute services pose a direct competitive threat to neocloud providers. While some investors fear this shift challenges the AI infrastructure scarcity narrative, others view the selloff as a significant buying opportunity, emphasizing that existing long-term, take-or-pay contracts and sustained hyperscaler demand remain structural pillars for the company.

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

Applied Optoelectronics is experiencing intense volatility and downward pressure as part of a broader rotation out of previously high-momentum photonics and AI infrastructure stocks. Community members are actively debating whether the decline represents an unjustified panic sale driven by algorithmic liquidation or a long-overdue valuation reset, with many focused on testing key support levels and upcoming sector-specific catalysts.

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 facing intense volatility as market participants react to news of Meta potentially monetizing excess AI compute, leading to concerns about future supply competition and a potential revaluation of the AI infrastructure sector's scarcity premium. While the broader community remains divided, many investors are framing this dip as a significant buying opportunity, arguing that the reported competition is speculative and that the underlying long-term demand for AI compute remains fundamentally robust.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing significant volatility and downward pressure as investors weigh the company's aggressive AI infrastructure build-out against high debt levels and broader market skepticism. The community is sharply divided, with many retail investors expressing frustration over the persistent sell-off while others view the pullback as a long-term buying opportunity driven by a massive cloud service backlog.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is trending as retail investors rally behind a short-squeeze thesis, drawn by the stock's small float and high short interest compared to other fast-food plays. The community is actively debating its potential as the next major meme stock, with many traders comparing its setup to historic squeeze events while comparing its volatility and market cap directly against Wendy's.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors react to reports of a multi-model iPhone roadmap for 2026-2027 and potential diversification into Chinese-made memory chips to manage global supply constraints. Community sentiment is divided, with bullish traders highlighting the stock's resilience and institutional flow, while bears express concern over expensive valuations and reliance on hardware price increases to drive margins.

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Mizuho Believes Fannie Mae Is Among The Best Businesses One Could Hope For — But Not Everyone Agrees

Equity

According to TheFly, Mizuho has a price target of $10 on Fannie Mae, with an ‘Outperform’ rating, implying an upside of more than 12% from current levels.

Dow, S&P 500, Nasdaq Futures Climb On Trump’s ‘Positive’ Sentiment Around Iran War: GME, EBAY, SOUN, FNMA In Focus

On Sunday, President Donald Trump said in a post on Truth Social that the U.S. would help “free” some of the ships stranded in the Strait of Hormuz.

$100M Bitcoin-Backed Bond Gets Ba2 Rating As Crypto Moves Into Public Finance

Moody’s structure offers Bitcoin upside participation but relies entirely on collateral liquidation, not taxpayer backing.


Michael Burry Expects FNMA, FMCC To ‘Settle Back’ After Bill Ackman Sparked 50% Surge In ‘FOMO’ Trades

The mortgage-giant duo is back in the spotlight as President Donald Trump pushes to address the housing crisis, amid growing speculation about potential IPOs.


FNMA, FMCC Could Be A 10x Trade? 'Big Short' Investor Michael Burry Agrees With Bill Ackman's Thesis

Meanwhile, Burry argued that America doesn't have a housing shortage so much as a misallocation problem and batted for loosening of government control over the mortgage giants.

Peter Schiff Slams Bitcoin-Backed Mortgages As Coinbase, Better Roll Out New Product

Supporters argue crypto-backed mortgages allow borrowers to access liquidity while retaining Bitcoin exposure and avoiding capital gains taxes.

Fannie Mae Is Reportedly Exploring Crypto-Backed Home Loans With Coinbase, Better Home

Cryptocurrency

Instead of using cash to make the down payment on a mortgage, home buyers can get a separate loan that uses Bitcoin or the stablecoin USDC as collateral.


Why "Golden Handcuffs" are a Gift to Homebuilders in 2026

As high mortgage rates keep existing homes off the market, a perfect storm of restricted supply and federal incentives is positioning homebuilders for an unlikely breakout year in 2026. 

Fannie Mae (FNMA) Lags Q4 Earnings and Revenue Estimates

Fannie Mae (FNMA) delivered earnings and revenue surprises of -11.77% and -0.05%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Bill Ackman Says His $300 Billion Fannie Mae, Freddie Mac Plan Remains The Best Idea For 2026

Ackman had earlier said that the emergence of Fannie Mae and Freddie Mac from conservatorship would generate “more than $300 billion” in additional profit to the Federal government.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

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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