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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 facing a sell-off driven by reports of delays for its flagship Gemini 3.5 Pro model due to performance gaps, fueling concerns about the company's competitive position against OpenAI and Anthropic. While some investors view the price drop as a buying opportunity given Google's dominant infrastructure and cloud growth, others are expressing anxiety over rising AI capital expenditures and the pace of execution in the AI race.

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 surprise preliminary report revealing a massive record-breaking backlog and a significant jump in gross margins to 15-17%, prompting investors to anticipate a major short squeeze given the stock's high short interest. While the company faces ongoing scrutiny regarding internal controls and past investigative pressures, the community is actively debating whether these strong fundamentals will trigger a sustained rally or lead to further volatility.

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 a major partnership announcement where Microsoft confirmed it will deploy the new Helios rack-scale AI systems across Azure, intensifying competition in the data center hardware space. The community is actively debating the stock's valuation, with many traders framing the news as a pivotal catalyst while skeptics caution that the stock may be overextended ahead of upcoming earnings and the 'Advancing AI' event.

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

Direxion Daily Semiconductor Bull 3X Shares

The Direxion Daily Semiconductor Bull 3X Shares (SOXL) is experiencing extreme volatility driven by a sharp sell-off in memory chip stocks and broader investor concerns regarding AI sector sustainability. Community discussion is focused on the intense overnight fluctuations, with many traders debating whether recent lows indicate a buying opportunity or if the semiconductor sector remains in a bearish consolidation phase.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors fixate on its massive AI capital expenditure and the critical need for prominent ROI on these investments during the upcoming earnings report. The community is heavily debating whether this spending confirms a sustained AI infrastructure expansion or represents a valuation risk that could trigger a significant correction for Google and the broader semiconductor sector.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is rallying following the announcement of $2.8 billion in new multi-year AI cloud contracts and an upgraded revenue target, signaling strong demand for the company's data center capacity. Community discussion is heavily focused on the stock's potential for a massive short squeeze and the underlying strength of its vertical integration, with bulls cheering the validation of their thesis while bears remain skeptical of the company's dilution and reliance on large-scale infrastructure funding.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors respond to bullish AI server demand and infrastructure spending, while traders closely monitor its relative strength against broader market volatility and institutional order flow. The community remains divided between those capitalizing on momentum-driven breakouts and skeptics wary of valuation concerns and high-profile insider selling.

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 (RCAT) is trending as investors weigh strong sector-wide defense demand against frustration over management's lack of new contract announcements and ongoing executive turnover. The community remains deeply divided, with bulls pointing to the potential of the Black Widow and Blue Ops platforms amid geopolitical tensions, while bears emphasize concerns over share dilution and the absence of tangible revenue growth.

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 is facing significant pre-earnings volatility as investors debate whether enterprise AI adoption will bolster the companys workflow platform or if the stocks valuation remains too high amidst broader sector rotation. While some community members view the current pullback as a prime accumulation opportunity, others are expressing concern over the stock's recent technical weakness and the potential for a disappointing post-earnings reaction.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as investors monitor escalating geopolitical tensions, specifically China's decision to place the company on an export control list, which underscores its strategic importance to U.S. defense and technology supply chains. While some market participants are wary of volatility and the potential impact of short interest, others remain bullish on the long-term thesis, citing consistent support from federal defense partnerships and upcoming earnings expectations.

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Hyperfine Announces European Launch of Next-Generation Swoop System

Hyperfine, Inc. (Nasdaq: HYPR), the groundbreaking health technology company that has redefined brain imaging with the first FDA-cleared AI-powered portable MRI system for the brainthe Swoop systemtoday announced the European launch of the next-generation Swoop system powered by the latest...

Hyperfine Forms Global Neurosurgery Advisory Council to Support Expansion of Portable MRI in Neurosurgical Care

Hyperfine, Inc. (Nasdaq: HYPR), the groundbreaking health technology company that has redefined brain imaging with the first FDA-cleared AI-powered portable MRI system for the brainthe Swoop systemtoday announced the formation of its Neurosurgery Advisory Council, a multidisciplinary group of...

Hyperfine Swoop System Scan Volume in the United States Hits Record Milestones Across Multiple Sites of Care

Hyperfine, Inc. (Nasdaq: HYPR), the groundbreaking health technology company that has redefined brain imaging with the first FDA-cleared AI-powered portable MRI system for the brainthe Swoop systemtoday announced the achievement of scan volume milestones in key hospitals and neurology clinics...

Hyperfine to Join Russell 2000 and Russell 3000 Indexes

Hyperfine, Inc. (Nasdaq: HYPR), the groundbreaking health technology company that has redefined brain imaging with the first FDA-cleared AI-powered portable MRI system for the brainthe Swoop system today announced that Hyperfine is expected to join the broad-market Russell 3000 Index and the...

Hyperfine Announces Presentation of Results from the PRIME Study Showing Portable MRI Substantially Reduces Time to Imaging in Emergency Departments

Hyperfine, Inc. (Nasdaq: HYPR), the groundbreaking health technology company that has redefined brain imaging with the first FDA-cleared AI-powered portable MRI system for the brainthe Swoop systemtoday announced the presentation of results of the PRIME (Portable Rapid Imaging for Medical...

Hyperfine, Inc. (HYPR) Reports Q1 Loss, Beats Revenue Estimates

Hyperfine (HYPR) delivered earnings and revenue surprises of 0.00% and +14.12%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Hyperfine Q1 2026 Earnings Call Transcript

Hyperfine, Inc. Reports First Quarter 2026 Financial Results

Hyperfine, Inc. (Nasdaq: HYPR), the groundbreaking health technology company that has redefined brain imaging with the first FDA-cleared AI-powered portable magnetic resonance (MR) brain imaging...

CVRx (CVRX) Reports Q1 Loss, Beats Revenue Estimates

CVRx (CVRX) delivered earnings and revenue surprises of +1.32% and +3.69%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Treace Medical Concepts (TMCI) Reports Q1 Loss, Beats Revenue Estimates

Treace Medical Concepts (TMCI) delivered earnings and revenue surprises of +9.68% and +2.75%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Hyperfine, Inc. is a medical device development company, which engages in providing imaging and monitoring through magnetic resonance imaging to revolutionize healthcare for people. It also develops imaging of health conditions through its Swoop portable magnetic resonance. The company was founded by Jonathan M. Rothberg and Ronald Walsworth on February 25, 2014 and is headquartered in Guilford, CT.

Hyperfine Inc - Ordinary Shares - Class A

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.

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	-$0.09	--	--	N/A
Q1 '26	-$0.09	-$0.09	3.57%	BEAT
Q4 '25	-$0.08	-$0.06	25.00%	BEAT
Q3 '25	-$0.10	-$0.14	-33.33%	MISSED
Q2 '25	-$0.12	-$0.12	--	EXPECTED

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HYPRHyperfine Inc - Ordinary Shares - Class A

Upcoming Earnings: Q2 '26

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