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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently facing intense selling pressure as it hits new 52-week lows, driven by a combination of sentiment shifts, sector-wide software weakness, and concerns over contract competition in Europe. While some investors view the price drop as a value opportunity given the company's strong government and enterprise growth metrics, the community is deeply divided between those defending the long-term fundamentals and others bracing for further downside toward deeper support levels.

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 a highly polarized trading environment as investors weigh the stock's massive parabolic gains against significant skepticism regarding its cyclical fundamentals and valuation. The community remains deeply divided, with bulls pointing to sustained memory supply shortages to justify the momentum, while bears are aggressively betting on a sharp reversal due to extreme technical overextension.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. 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 is seeing intense bullish momentum driven by a strategic AI infrastructure agreement with Anthropic and heavy institutional positioning ahead of upcoming earnings. While the community is debating whether the stock is undergoing a structural re-rating or forming an unsustainable bubble, many are highlighting high call volume and the critical role of memory in AI data centers as key catalysts for its recent rally.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is gaining significant traction as investors react to a White House executive order prioritizing quantum sensing and the company's upcoming strategic webinar. Community sentiment remains highly bullish, with many participants citing the recent inclusion in the Russell 3000 and anticipated government partnerships as key catalysts for long-term growth despite recent price volatility.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

The SPDR Dow Jones Industrial Average ETF (DIA) is trending as investors grapple with extreme risk-on sentiment and concerns over a late-cycle market bubble amid ongoing semiconductor cycle volatility. Community members are actively debating the sustainability of current AI-driven momentum, with many highlighting the risks posed by potential interest rate hikes and broader geopolitical instability.

Roundhill ETF Trust - Roundhill Memory ETF

Roundhill Memory ETF ($DRAM) is surging as investors pivot toward AI infrastructure, fueled by structural supply constraints in HBM and strong performance from major holdings like Micron, SK Hynix, and SanDisk. The community is actively debating the sustainability of this memory supercycle, with many holders focused on long-term accumulation ahead of upcoming earnings catalysts and potential ADR listings.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is facing intense scrutiny as a high-conviction target for both deep-value investors anticipating a potential buyout and short sellers betting on structural operational headwinds. The community is sharply divided, balancing bullish sentiment driven by the company's dividend yield, international expansion, and new leadership against frustration over stagnant price action and service quality.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending as investors debate whether the stock's massive rally is sustainable or a bubble, with community members polarized between long-term institutional conviction and fear of an imminent correction. The stock remains a focal point for AI infrastructure speculation, with active discussion surrounding its compute roadmap, market share potential against competitors, and recent price action volatility.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as hyperscalers face renewed pressure amid broader market concerns over the ROI and sustainability of massive, debt-fueled AI capital expenditures. The community is actively debating whether this represents a temporary consolidation or a fundamental shift in the AI narrative, while simultaneously monitoring key developments in Google's strategic AI integrations and deep-tech talent shifts.

AbbVie, Inc. is a research-based biopharmaceutical company, which engages in the development and sale of pharmaceutical products. It focuses on treating conditions such as chronic autoimmune diseases in rheumatology, gastroenterology, and dermatology, oncology, including blood cancers, virology, including hepatitis C virus (HCV) and human immunodeficiency virus (HIV), neurological disorders such as Parkinson’s disease, metabolic disorders, including thyroid disease and complications associated with cystic fibrosis, pain associated with endometriosis, and other serious health conditions. The company was founded on October 19, 2011 and is headquartered in North Chicago, IL.

Abbvie Inc

AbbVie is trending as investors digest news of a multi-billion dollar acquisition aimed at deepening its immunology pipeline, which some community members view as a strategic move to secure long-term growth. Meanwhile, sentiment remains split, with some traders focused on the potential competitive impact of the deal, while others continue to debate the broader biotech sector's M&A activity and the company's long-term product efficacy.

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Fermi's Former CEO Toby Neugebauer Makes More False Claims and Inaccurate Statements

Fermi's Former CEO Toby Neugebauer Makes More False Claims and Inaccurate Statements Fermi's Former CEO Toby Neugebauer Makes More False Claims and Inaccurate Statements PR Newswire DALLAS, June 22, 2026 Mr. Neugebauer's Pattern of Falsehoods Reinforce that He Cannot be Trusted to Oversee Fermi...

Fermi Cofounder Toby Neugebauer Says Market ‘Clearly Wants’ This As FRMI Stock Surges To Over 3-Month Highs

Equity

With Fermi shares up 14%, founder Toby Neugebauer said that the market is signaling support for cooperation between him and the company's board.

Fermi Files Definitive Consent Revocation Statement and Mails Letter to Shareholders

Fermi Files Definitive Consent Revocation Statement and Mails Letter to Shareholders Fermi Files Definitive Consent Revocation Statement and Mails Letter to Shareholders PR Newswire DALLAS, June 15, 2026 No Special Meeting of Shareholders Has Been CalledToby Neugebauer Currently Does Not Have the...

FRMI Stock Surges Nearly 27% Today — Is There An OpenAI Connection?

A Citizens note linked OpenAI’s infrastructure ambitions in Ohio to a potential opportunity for Fermi’s developing power campus.

Fermi Files With SEC To Block Ousted CEO From Hosting Special Shareholder Meet – ‘His Behavior As CEO Created Disruption To Operations’

The company said Toby Neugebauer was fired for misrepresentations to the board, public communications inconsistent with his fiduciary duties, and a pattern of conduct in violation of corporate policies. 

Fermi Files Preliminary Consent Revocation Statement

Fermi Files Preliminary Consent Revocation Statement Fermi Files Preliminary Consent Revocation Statement PR Newswire DALLAS, May 18, 2026 Board is Committed to Acting in the Best Interests of Fermi...

FRMI Stock Snaps 5-Day Winning Streak – Evercore Acknowledges Reset At Fermi But Awaits Proof To Turn Bullish

Evercore analyst Nicholas Amicucci downgraded the stock, saying it is "not a rejection of the long-term scarcity value of Project Matador," or the broader power-demand thesis, but reflects a changed underwriting standard.

Stock Market Today, May 14: Fermi Surges After 'Fermi 2.0' Plan Spurs Investor Optimism

Fermi (NASDAQ:FRMI), a developer of private AI power campuses, closed Thursday at $7.37, up 22.83%. Shares jumped after Fermi 2.0 disclosures, and a Project Matador update led to a sharp rally. Investors are watching for a binding tenant agreement and progress on governance chang...

Fermi Board Amends Bylaws to Protect Interests of Shareholders

Fermi Board Amends Bylaws to Protect Interests of Shareholders Fermi Board Amends Bylaws to Protect Interests of Shareholders PR Newswire DALLAS, May 14, 2026 DALLAS, May 14, 2026 /PRNewswire...

FRMI Stock On Track To Record Its Best Single-Day Gains – What’s Fueling The Rally?

The company shared key updates about Project Matador, its flagship power grid campus under construction in Texas, and also reported better-than-feared Q1 loss.

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

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	-$0.05	--	--	N/A
Q1 '26	-$0.03	-$0.30	-784.07%	MISSED

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FRMIFermi LLC

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