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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 trending as investors digest an earnings report that blew past profit expectations and featured a massive fiscal year revenue forecast, fueling intense community debate about the company's valuation and growth sustainability. While bulls point to the cancellation of a potential stock dilution program and a record-breaking backlog as evidence of an imminent short squeeze, bears remain skeptical, citing persistent concerns over corporate governance and management credibility.

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 focus on the company's expanding role in the physical AI and automotive software sectors, particularly around the QNX operating system's integration with major hardware partners. Community discussion is heavily focused on anticipation for upcoming management presentations, with bulls pointing to strong design-win pipelines and potential revenue growth while some participants remain skeptical about the timeline for material financial impact.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is facing significant volatility following a weak quarterly report that featured missed revenue expectations and a downward revision to full-year guidance due to lower market prices for antimony. While the community remains divided between frustrated retail investors questioning management's execution and bullish long-term advocates betting on a domestic supply chain shift, the stock remains a focal point for debates regarding geopolitical supply dependencies and potential government support.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is trending after reporting positive Phase 3 clinical trial results for its DT120 treatment in major depressive disorder, sparking significant market interest and a rally. The community is actively discussing the stock's clinical prospects, upcoming trial readouts for generalized anxiety disorder, and the broader implications of the company's strong cash position for long-term growth.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending following a significant order from Mears Machine Corporation and positive coverage from Needham, fueling community excitement despite recent volatility. Investors are actively debating the company's long-term potential in the defense and aerospace sectors while monitoring technical support levels and high short interest.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech100 is drawing intense investor attention as community members debate its potential to capture significant upside from the upcoming Anthropic and OpenAI IPOs while it currently trades at a discount to its estimated net asset value. Investors are actively scrutinizing the fund's transparency and holdings, with many viewing the current price action as an accumulation opportunity ahead of anticipated NAV updates.

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 rallying as investors digest impressive growth metrics, including a massive revenue backlog and raised guidance that signals sustained demand for AI infrastructure despite broader sector debates about profitability and debt levels. Community discussion remains heavily polarized between bulls cheering the company's rapid capacity expansion and bears highlighting concerns regarding cash burn, interest expenses, and the sustainability of high-capex business models.

T1 Energy, Inc. engages in providing energy solutions focused on solar module and solar cell manufacturing. It focuses on building an integrated U.S. supply chain for solar and batteries. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy Inc. is trending as investors react to preliminary earnings that revealed wider-than-expected losses, increased capital expenditure for the G2 Austin facility, and a delay in first-cell production. The community is sharply divided, with some buyers viewing the selloff as a significant accumulation opportunity for a long-term AI infrastructure play, while others are expressing frustration over management's lack of communication and potential dilution risks.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following the appointment of former World Bank President Dr. Jim Yong Kim as Vice Chairman, a strategic move the community views as a major signal for global expansion and increased institutional credibility. Investors are actively discussing the stock's potential for a massive breakthrough, specifically focusing on the company's platform, the recent increase in institutional holdings by BlackRock, and the anticipation of further global partnerships and regulatory approvals.

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 trending as investors rally around a new multi-million-dollar defense contract with the Israeli Ministry of Defense for its 'Digital Bat' attack drone program. The community is highly focused on a potential short squeeze, citing high short interest and anticipation that upcoming earnings will act as a major catalyst for further price appreciation.

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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.

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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