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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 currently trending as investors debate the impact of recent insider share sales and the emergence of a 2x leveraged ETF, while the community remains heavily focused on the potential revenue acceleration from upcoming Alloy Kore contracts and its expanding role in mission-critical defense and robotics software.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is gaining momentum as investors react to a significant multi-year chip supply agreement with Apple extending through 2031, reinforcing the company's critical role in the custom silicon and AI infrastructure ecosystem. While broader market volatility and semiconductor sector rotation have created recent pressure, the community remains focused on the stock's long-term growth potential driven by persistent demand for ASICs and high-performance networking.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is generating significant market interest as investors monitor key catalysts like the pending European Medicines Agency decision and a potential patent extension, driving heavy volume and bullish analyst target upgrades. Community sentiment is divided between long-term holders hopeful for a high-value acquisition and active traders focused on leveraging technical breakouts and short-covering activity.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is trending following a massive fivefold expansion of its AI infrastructure partnership with Brookfield, which increased the financing framework from $5 billion to $25 billion to accelerate power deployments for data centers. The community is actively discussing the stock's intense volatility, with many traders debating whether this headline validates a long-term infrastructure re-rating or if the stock is being heavily manipulated by short-term algorithmic trading.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber, Inc. is trending as investors focus on its specialized AI data center infrastructure and recent multi-million dollar compute contracts. The community is actively discussing the stock's potential for institutional re-rating and capacity expansion, while debating the volatility of its low-float structure and executive leadership.

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 trending as investors debate whether the recent volatility represents a healthy shakeout ahead of earnings or a broader reversal in the AI hardware trade. The community is actively discussing the stock's pivot levels, the impact of recent semiconductor sector selloffs, and conflicting perspectives on whether current valuation levels are justified by long-term data center and AI compute demand.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending as investors debate the impact of broader AI data center sector volatility, with the community closely tracking construction milestones and potential hyperscaler leasing activity. While some participants express frustration over recent price declines, many long-term holders view the current dip as an accumulation opportunity, citing the company's contracted revenue backlog and ongoing data center expansion.

Direxion Shares ETF Trust - Direxion Daily MSCI South Korea Bull 3X ETF

Direxion Daily South Korea Bull 3X Shares

KORU is trending as retail traders capitalize on extreme volatility in the South Korean chip sector, fueled by intense speculation around memory stock performance and impending corporate events like stock splits and listings. Community discussions are dominated by debates over the risks of trading a highly leveraged ETF against the backdrop of significant macroeconomic shifts in the Korean market.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine is experiencing heightened trading activity as the community debates its potential to transition into a significant AI-driven discovery and distribution platform. Investors are closely monitoring its debt reduction progress, recent executive guidance, and the anticipation of institutional rerating following improved earnings metrics.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is currently trending following a massive 20-year, $19 billion data center lease agreement with AI leader Anthropic, a catalyst that has prompted significant analyst upgrades and raised price targets. While the stock has experienced high volatility and intense short-selling pressure following the announcement, the community remains deeply divided between those viewing the pullback as a prime accumulation opportunity for long-term AI infrastructure exposure and skeptics concerned about execution risks and market manipulation.

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iShares Trust - iShares U.S. Aerospace & Defense ETF

Bullish 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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