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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 a preliminary business update revealed gross margins significantly higher than previous guidance and a massive record-breaking order backlog. The market is reacting to the sudden display of pricing power and demand, fueling intense community discussion about a potential short squeeze and a fundamental re-rating of the company's valuation.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending as investors digest a reported $200 million federal initiative aimed at fast-tracking nuclear reactor deployment to meet surging energy demands from AI data centers. The community is actively debating the stock's potential as an essential energy infrastructure provider while weighing execution risks and recent insider selling 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 investors weigh its recent strategic AI-RAN partnership with NVIDIA against a sharp technical sell-off ahead of upcoming quarterly earnings. The community is actively debating whether the stock's recent decline is a result of sector-wide rotation or deliberate price manipulation, with many bulls pointing to strong insider buying and future AI infrastructure potential as reasons to hold.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors and social media users heatedly debate the company's financial ties to recent military and political volatility. The conversation is dominated by intense polarization between supporters of the Trump administration's policy decisions and critics who are pointing to worsening geopolitical tensions and market instability.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow (NOW) is seeing heightened volatility and investor anxiety ahead of its upcoming earnings report, with the community actively debating whether recent share price weakness represents an institutional shakeout or a fundamental shift in software sector demand. Market participants remain sharply divided, as bulls point to ServiceNow's role as an essential enterprise workflow 'control layer' amidst AI integration, while bears express frustration over the stock's persistent underperformance and technical breakdown below key moving averages.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is rallying as investors rotate capital from semiconductor stocks back into beaten-down software names, with the move further supported by recent analyst upgrades and index-driven buying. The community is actively debating the stock's potential for a massive short squeeze due to its elevated short interest, while simultaneously discussing the company's long-term integration with AI workflows and recent partnership developments.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is currently trending as investors debate the impact of a significant ADR premium and volatility in the Korean equity market, while others remain focused on the long-term potential of the company's memory and HBM supply cycle. The community is actively discussing whether current market pullbacks represent a buying opportunity for a key AI infrastructure player or a warning sign of broader sector cooling.

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 surging following the announcement of an expanded strategic partnership with Microsoft, which will see Azure deploy AMD's new Helios rack-scale systems for large-scale AI inference. The community is actively discussing this news as a significant validation of AMD's competitiveness against Nvidia, with many investors debating whether this catalyst will sustain a breakout to new highs or serve as a temporary bump amid broader semiconductor volatility.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is trending as investors weigh recent reports of U.S. maritime drone activity in the Middle East against ongoing concerns regarding the company's contract backlog and leadership departures. Community members are actively debating the timing of potential military procurement wins and the company's ability to transition from infrastructure scaling to consistent revenue delivery.

X-Energy, Inc. operates as an energy company The firm focuses on modular nuclear reactors and fuel technology for clean energy generation. The company was founded by Kam Ghaffarian and Eben Mulder on 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-energy Inc

X-energy is rallying as investors view it as a primary beneficiary of the NRC's newly effective Part 53 regulatory framework, which significantly accelerates the deployment timeline for its modular reactors. The community is heavily focused on the company's strategic partnerships with Amazon and its role in addressing the surging power demands of AI data centers.

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Neutral 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.

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