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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 seeing intense community focus as investors digest a massive backlog and aggressive forward revenue guidance, fueling speculation about a potential short squeeze. Traders are actively debating whether the company's strong growth trajectory justifies a significant valuation re-rating compared to industry peers, leading to a high-energy clash between bullish sentiment and lingering skepticism.

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 Inc. is attracting intense community attention following record-breaking revenue growth and raised financial guidance that has significantly outperformed expectations. Investors are actively debating the stock's potential for a short squeeze, fueled by substantial backlog increases and aggressive expansion, though some remain cautious due to persistent EBITDA losses and historical volatility.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors monitor tight institutional ownership and institutional accumulation ahead of key upcoming catalysts, including BLA filing preparations and anticipated biomarker data. The community is actively discussing the stock's clinical progress and its potential role in the oncology space while remaining focused on long-term value drivers.

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 investor interest surges following recent earnings and the integration of Northern Data assets, with the community closely tracking a significant rise in short interest that many believe is setting the stage for a potential squeeze. Bullish sentiment is heavily focused on the company's pivot toward AI infrastructure, specifically the monetization of its expanding GPU fleet and unmonetized power capacity through the Quake AI platform.

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 seeing significant investor attention following a robust earnings report that highlighted record revenue growth and raised future outlooks, reinforcing community confidence in its neutral-atom quantum technology. Despite some volatility, bulls are actively dismissing after-hours price movements as manipulation and remain heavily focused on the company's strong cash position, government contract wins, and upcoming catalysts in the quantum sector.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending as investors debate the impact of margin pressures against the company's strong participation in the AI infrastructure supercycle. While many community members express frustration over market volatility and negative reactions to solid earnings, others highlight analyst upgrades and institutional accumulation as signs of long-term upside potential.

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

Fermi LLC

Fermi LLC is trending following a massive anchor customer contract that promises significant long-term revenue and has sparked intense debate over the company's valuation, execution risks, and future power development strategy. Community members remain deeply divided, with some aggressively accumulating shares as a long-term play, while others remain skeptical of the stock's stability and potential for future dilution.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlist is trending as investors react to the company initiating new ITC patent infringement actions against major industry players including Micron, Supermicro, HPE, and Lenovo. The community views these aggressive legal maneuvers as a direct follow-up to the recent transformative Samsung settlement, with sentiment turning highly bullish as participants anticipate further licensing agreements and significant upside pressure on short positions.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is under downward pressure as investors react to news that European regulators are launching an in-depth investigation into its acquisition of Ceconomy under foreign subsidy rules. While some community members view the stock as deeply undervalued with strong cash reserves, others are expressing frustration over the company's persistent underperformance and lack of share repurchases during the recent sell-off.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is facing significant downward pressure as investors digest a legal agreement to delay the Warner Bros. Discovery merger until mid-2027 or a final court ruling, raising concerns over hefty ticking fees. While the community is debating whether this is a strategic move to fast-track a trial or a sign of financial distress, many are actively calling for the company to prioritize a settlement or consider asset divestitures to salvage the transaction.

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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.

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