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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 surging after hours as investors react to a significant earnings beat and aggressive forward revenue guidance that exceeded analyst expectations. Despite strong fundamentals and a massive backlog, community sentiment remains divided as market participants weigh the company's impressive growth against persistent concerns regarding corporate governance and institutional trust.

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 surging after delivering a strong earnings beat, featuring revenue that doubled year-over-year and an expanding backlog now exceeding $100 billion, signaling robust, ongoing demand for AI infrastructure. The community is heavily focused on the stock's significant short interest and the potential for a massive short squeeze, with active debates centered on whether the companys heavy capital expenditure and debt load will successfully scale into long-term profitability or result in future dilution.

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 the company's strategic transformation into an AI infrastructure player following its acquisition of Northern Data, fueling investor anticipation ahead of the upcoming earnings release. The community is heavily focused on the potential for a short squeeze, citing significant short interest and the company's newly acquired GPU capacity as catalysts that could drive a long-term re-rating.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as investors digest a series of positive analyst initiations, including a significant price target, while community members focus on the company's recent expansion of its production footprint and its strategic role in the aerospace and defense sectors. While some traders are expressing concern over recent volatility and potential share lock-up expirations, others remain bullish, viewing the current price action as a buying opportunity based on the company's long-term manufacturing potential and institutional backing.

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 (QMCO) is trending due to a massive, highly volatile surge driven by retail speculation and sympathy sentiment tied to broader 'quantum' hype. Community discussion is sharply polarized, with many traders debating the legitimacy of the price action given the company's lack of direct quantum computing exposure and persistent financial challenges, leading to intense debates between those hunting for a short squeeze and those predicting an imminent selloff.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is trending as retail investors rally behind new defense contract wins and anticipation of strong upcoming earnings, fueling widespread discussion about a potential short squeeze against high short interest. The community is focused on the company's expanding role in autonomous drone technology and the potential for a significant upside breakout.

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 trending as investors react to a major new contract with Siemens Energy for 20 steam turbines to support AI data center power demand. The community is actively debating the stock's significant backlog growth and institutional interest versus concerns regarding heavy short interest and price volatility.

T1 Energy, Inc. engages in providing energy solutions focused on solar module and solar cell manufacturing. It focuses on building an integrated U.S. supply chain for solar and batteries. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy Inc. is trending as investors debate the impact of potential new polysilicon tariffs and ongoing volatility surrounding the firm's G2 Austin facility expansion. While some in the community see a deep-value opportunity based on long-term data center energy demand, others are actively questioning management's communication, financing timelines, and recent capital expenditure updates.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is currently the subject of intense retail investor debate as the stock navigates a volatile corrective phase, with community discussions heavily split between those viewing the pullback as a long-term value buying opportunity and others expressing frustration over recent price action. Market participants are closely monitoring upcoming earnings and technical indicators, while sentiment remains influenced by concerns over consumer spending, broader sector competition, and conflicting analyst sentiment regarding the company's valuation.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is trending as investors weigh strong double-beat Q2 revenue and a major contract extension with Lockheed Martin against concerns regarding production ramp-up and a lack of increased full-year guidance. While the community is actively debating the stock's valuation relative to space peers like Rocket Lab, traders remain focused on the companys ability to turn recent defense and space awards into sustained long-term profitability.

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Fermi is seeing significant market activity and community speculation driven by a major 15-year, $6.5 billion data center lease agreement with TensorWave. While retail investors debate the stock's future amid volatility and analyst price target adjustments, the community remains intensely focused on the company's ability to secure additional tenants and finalize key leadership appointments.

Fermi America announced its first binding customer lease with AI cloud provider TensorWave at its Project Matador campus, covering an initial 222 MW with expansion rights beyond 650 MW and approximately $6.5 billion in contracted revenue over 15 years. The deal was described as a long-awaited catalyst, with analysts at Mizuho and Citizens reiterating their bullish ratings. Market attention also centers on the potential guarantee of certain obligations by a major AI leader, as well as the companys upcoming Q2 earnings report.

Enter The Market’s Hot Zone

Planet Green Holdings (NYSEAMERICAN:PLAG), Quantum Corporation (NASDAQ:QMCO), NIQ Global Intelligence (NYSE:NIQ), Fermi (NASDAQ:FRMI), WF International (NASDAQ:WXM), and NeOnc Technologies (NASDAQ:NTHI) are delivering a powerful mix of catalysts from very different corners of the market. Several are moving on developments that could reshape their stories well beyond a single trading session, while the market continues to reward companies that can connect themselves to some of the biggest themes of 2026, like  NeOnc, which heads into Wednesday with perhaps the most binary catalyst of the group: topline Phase 2a brain-cancer data that could materially alter how investors value its NEO100 program.

FRMI Stock Rips On $6.5B TensorWave Deal — Mizuho Says ‘Long-Awaited Catalyst’ Has Arrived

Equity

According to an Investing.com report, analysts at Mizuho reiterated their ‘Outperform’ rating on Fermi with a $11 price target.


S&P 500, Nasdaq, Dow Futures Mixed As CPI Countdown Begins: Why INTC, SLS, SPCX, RKLB, ASTS, RIOT, FRMI Stocks Are In Focus

Retail sentiment on Stocktwits has declined to ‘neutral’ on SPY and ‘extremely bearish’ on QQQ.


Fermi Finally Has Its First Customer With A Potential AI Leader Guarantor — Now Q2 Will Be The Next Real Test

On Monday, the energy and infrastructure development company said that it has signed a 15-year turnkey agreement with AI cloud provider TensorWave. 

Why Nasdaq, S&P 500, Dow Futures Are Trading Mixed Overnight Ahead Of Inflation Data

U.S. President Donald Trump said on Monday that he would seek compensation from Iran as part of any peace agreement.

Why Did FRMI Stock Rise As Much As 35% After-Hours? 

The energy infrastructure company signed a 15-year turnkey data-center lease with AI cloud provider TensorWave for a facility backed by 222 megawatts of power.


Neugebauer Addresses $375mm Convertible Note Offering that Resulted in Former Fermi CFO Miles Everson's Resignation from Fermi Board; Reaffirms Confidence in Company Securing Its Tenant

Neugebauer Addresses $375mm Convertible Note Offering that Resulted in Former Fermi CFO Miles Everson's Resignation from Fermi Board; Reaffirms Confidence in Company Securing Its Tenant Neugebauer Addresses $375mm Convertible Note Offering that Resulted in Former Fermi CFO Miles Everson's...

Dow, Nasdaq, S&P 500 Futures Retreat After Chip-Led Gains At Close: META, ONDS, FUBO, FRMI Stocks In Focus

U.S. President Donald Trump told reporters on board Air Force One that Iran “badly” wants to make a deal after America had “just hit [Iran] very hard.”

FRMI Stock Sinks 18% After-Hours — Fermi Launches $350M Convertible Notes Offering

The company plans to use part of the proceeds to fund capped call transactions designed to reduce potential shareholder dilution.

Fermi Shareholders Send Clear Message They Do Not Support Former CEO's Special Meeting Proposal: Company Presses Ahead Executing Strategic Plan Without Distraction

Fermi Shareholders Send Clear Message They Do Not Support Former CEO's Special Meeting Proposal: Company Presses Ahead Executing Strategic Plan Without Distraction Fermi Shareholders Send Clear Message They Do Not Support Former CEO's Special Meeting Proposal: Company Presses Ahead Executing...

$FRMI Q1 '26 Earnings Results & Recap

Reported GAAP EPS of -$0.30

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Extremely Bullish 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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Fermi LLC

Investors are celebrating the long-awaited $6.5 billion lease agreement with TensorWave, which is seen as a major validation of the data center's business model.

Bullish sentiment is building around a potential short squeeze, with many users predicting a rapid price climb toward double digits.

Traders are eyeing the upcoming Q2 earnings report as the next key catalyst to provide clarity on financing, leadership, and additional customer signings.

The stock is being positioned as a top-tier infrastructure play for the AI boom, centered on 17 GW of power capacity and massive GPU-focused data demand.

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