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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 as the company smashed earnings expectations, canceled a planned stock dilution, and projected aggressive revenue growth well above analyst estimates. The community is focused on the massive order backlog and robust profitability, leading many to call for a significant short squeeze.

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 experiencing significant market interest driven by the announcement of a new multi-million dollar Israeli defense contract and ongoing anticipation for upcoming earnings. The community is focused on the potential for a substantial short squeeze, citing high short interest and institutional accumulation, while discussing the company's expanding role in autonomous defense technology.

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 generating intense market activity as investors weigh anticipation for earnings against a high-profile, public short position that has become a major talking point. The community is focused on how the company's AI cloud infrastructure expansion and recent sector-wide tailwinds will influence its upcoming financial report.

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 trending following a strong quarterly earnings report that featured a significant revenue beat and an expanding backlog, signaling robust demand for its AI infrastructure despite ongoing high capital expenditures. Investors and community members are actively debating the company's ability to maintain its growth trajectory and profitability against its substantial debt load and heavy infrastructure spending.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors show renewed interest ahead of the company's upcoming fireside chat, with community discussion focused on its pivot toward software-defined vehicles and the potential adoption of its QNX and Alloy Kore technologies. Sentiment remains polarized, as long-term investors highlight institutional accumulation and the firm's role in the physical AI ecosystem, while skeptics express frustration over share price stagnation and a lack of immediate, material revenue growth catalysts.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending as investors react to a robust quarterly earnings report and upward-revised guidance, fueling community debate over the stock's valuation versus its strong AI-driven demand. Discussions are heavily focused on the stock's ability to maintain its growth trajectory amidst broader sector volatility and high options activity.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as retail investors debate the stock's bottom, with many pointing to recent insider buying and long-term potential in AI infrastructure and 6G development as reasons to hold despite recent downward volatility. Sentiment remains sharply divided, with bulls viewing the current price as an attractive entry for long-term growth while bears express frustration over the ongoing sell-off and perceived market manipulation.

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 due to intense volatility sparked by a weak earnings report and downgraded outlook from competitor Adidas, which has intensified investor concerns regarding the broader athletic apparel sector. While the community remains deeply divided, many participants are aggressively debating whether the stock represents a deep-value opportunity for long-term recovery or a persistent value trap plagued by structural headwinds and negative sentiment.

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 seeing increased attention as the market reacts to its inclusion in a significant defense contract vehicle and positive analyst sentiment surrounding its lunar and launch capabilities. Investors are actively debating the company's long-term growth potential and production scaling against the backdrop of a broader space sector recovery.

Papa John's International, Inc. engages in the operation and franchise of pizza delivery and carryout restaurants. It operates through the following segments: Domestic Company-owned Restaurants, North America Franchising, North America Commissaries, International Operations, and All Others. The Domestic Company-Owned Restaurants segment consists of retail sales of pizza and side items, breadsticks, cheese sticks, chicken poppers and wings, dessert items, and canned and bottled beverages. The North America Franchising segment involves the offering of sales and support activities, development rights, and collection of royalties from franchisees located in the United States and Canada. The North America Commissaries segment includes the eleven full-service regional dough production and distribution and quality control centers. The International Operations segment represents all restaurant operations outside of the United States and Canada. The All Others segment focuses on franchise contributions to marketing funds and sale, company-owned and franchised restaurants, information systems and related services used in restaurant operations, point-of-sale system, online and other technology-based ordering platforms, printing, and promotional items. The company was founded by John H. Schnatter in 1984 and is headquartered in Louisville, KY.

Papa John`s International, Inc.

Papa John's is trending as investors debate the potential for a take-private acquisition following recent reports that the company's largest franchisee is joining forces with Irth Capital to push for a buyout. The community is sharply divided between those calling for the board to accept an offer to unlock value and those frustrated by management's strategic execution and the suspension of dividends.

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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

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.

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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