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Rumble, 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.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as it completes its acquisition of Northern Data AG and establishes a new AI infrastructure unit, Quake AI, sparking significant community excitement over potential government cloud contracts. Investors are closely watching the stock for a potential short squeeze, citing the company's new massive GPU capacity and strong institutional backing from Tether.

Roundhill ETF Trust - Roundhill Memory ETF

The Roundhill Memory ETF (DRAM) is trending as investors aggressively buy the dip, viewing memory as a structural bottleneck for the broader AI infrastructure buildout. Community sentiment remains bullish, with active discussions focusing on sustained high-bandwidth memory (HBM) supply shortages, upcoming Micron earnings, and strategic partnerships between Nvidia and major memory manufacturers.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending as investors weigh strong foundry milestones, including the launch of its 18A-P process node, against broader market volatility and profit-taking in the semiconductor sector. The community remains highly focused on the company's potential to secure major foundry partnerships, which serves as a central catalyst for both bullish long-term sentiment and intense short-term price action.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T is seeing heightened investor attention as the community weighs strong subscriber growth and strategic fiber expansion against leadership transition concerns and competitive pressure from satellite-based rivals. While some traders are capitalizing on the stock's dividend yield and undervalued status, others are actively debating the long-term impact of emerging satellite connectivity technologies on the company's core infrastructure.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeed is experiencing high volatility as investors track intense short interest and mounting speculation regarding its role in the shifting AI infrastructure and power semiconductor landscape. The community remains fixated on the potential for a short squeeze and upcoming product catalysts, while debating the firm's long-term fundamental positioning versus its recent debt and dilution history.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is seeing heightened volatility and aggressive overnight buying as investors respond to a de-escalation in Middle East tensions and positive momentum in the semiconductor sector. The community remains divided between bulls banking on continued AI infrastructure spending and bears warning of potential leverage decay and overvaluation.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as traders react to a regulatory warning regarding e-commerce promotional practices, fueling concerns over continued government oversight in the sector. The community is sharply divided between those viewing the pullback as a buying opportunity for a long-term AI-focused recovery and those who remain deeply skeptical due to persistent geopolitical and regulatory headwinds.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is trending as investors debate the potential for a Q2 non-GAAP profit milestone driven by strong delivery targets, even as the stock price remains suppressed by broader market skepticism toward Chinese equities and institutional selling pressure. The community is actively discussing the impact of ongoing delivery volume, the rollout of advanced autonomous driving technology across its vehicle fleet, and the role of options market activity in recent price volatility.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing significant selling pressure as investors express frustration with its recent underperformance and ongoing concerns regarding AI-related capital expenditures. The community remains deeply divided, with some viewing the stock as a prime opportunity for long-term accumulation near key technical levels, while others fear further downside and aggressive institutional liquidation.

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 currently navigating high market volatility as traders react to shifting geopolitical tensions and speculative shifts in the semiconductor sector. Community discussion is heavily focused on the stock's technical price action and intense call option activity, with participants debating whether recent movements represent a healthy consolidation phase or the beginning of a deeper correction.

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Tidal Trust II - Defiance Daily Target 2X Long HIMS ETF

Bullish Sentiment

Hold rates steady

Cut 25 bps

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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.

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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