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Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing significant market volatility as investors weigh its aggressive revenue growth and high-profile partnerships against concerns over valuation, insider lock-up expirations, and competitive positioning. The community is sharply divided, with bulls pointing to the company's speed-focused architecture as an AI compute breakthrough, while bears are focused on skepticism regarding profitability, reliance on a few key customers, and potential sell-offs following upcoming insider share releases.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently facing significant downward price pressure and a technical breakdown as institutional selling intensifies, despite recent positive news regarding a major AI infrastructure partnership with Zeta Global and a foundational U.S. Army contract. The community remains deeply divided, with bulls viewing the pullback as a generational buying opportunity based on strong fundamentals and growth potential, while bears argue the stock is still significantly overvalued and point to negative sentiment shifts as evidence of a deeper correction.

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 as investors focus on its massive institutional accumulation and the potential for a severe short squeeze, driven by an extremely tight free float and high institutional ownership. The community is actively debating the timing of a major Kentucky data center lease announcement, which many view as the primary catalyst to force heavily shorted hedge funds into a mass covering loop.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

iShares Silver Trust (SLV) is seeing intense community debate as traders weigh its role as an industrial metal for AI and data center infrastructure against recent price volatility driven by shifting macroeconomic expectations. Sentiment remains deeply polarized, with many retail investors debating whether current levels represent a generational buying opportunity or a deeper correction ahead of upcoming central bank policy decisions.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm, through its storage cloud platform, provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng and Brian Wilson in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

BLZE is surging on a transformational 5-year, $335 million storage partnership with AI hyperscaler CoreWeave, driving significant revenue visibility and a structural re-rating. While the deal has triggered massive volume and bullish sentiment regarding the company's role in the AI infrastructure layer, the community remains divided over potential dilution risks and high volatility as traders weigh the news against the lack of official secondary offering filings.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is experiencing significant volatility as investors rotate out of high-momentum semiconductor stocks ahead of highly anticipated earnings, with community sentiment split between those viewing the pullback as a buying opportunity and others worried about an overheated AI trade. The sell-off, exacerbated by contagion fears from South Korean market weakness, has intensified discussions regarding the sustainability of memory chip demand versus the potential for a cyclical correction.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending as investors react to a significant 'beat and raise' earnings report that highlighted resilient demand and boosted fiscal guidance, despite community concerns regarding rising fuel costs and geopolitical volatility. The stock is drawing heavy retail and institutional attention as traders debate the sustainability of its recent rally and the impact of the upcoming FedEx Freight spin-off.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is seeing heightened investor activity and sentiment as the market anticipates the upcoming third-quarter maintenance study data, which is widely viewed as a critical catalyst for the obesity drug's potential value. Investors are actively debating the likelihood of a partnership or buyout, with community discussion focused on whether the company's strong pipeline data justifies its market valuation or if clinical milestones and strategic corporate events will ultimately drive the next phase of growth.

FreeCast, Inc. operates an online video streaming platform. Its cloud entertainment platform comprises the largest aggregated library of free and pay-per-view video-on-demand, streaming channels, live events, radio stations, music videos and online games. The company was founded by William A. Mobley, Jr. on June 21, 2011 and is headquartered in Orlando, FL.

Freecast Inc - Ordinary Shares - Class A

Freecast Inc

Freecast Inc. (CAST) is experiencing heightened volatility and massive trading volume following an announcement of a reseller agreement with Starlink Business, which the community is interpreting as a major validation of the company's streaming and distribution platform. While bullish investors are aggressively highlighting the stock's potential for a short squeeze due to extreme borrowing fees and a restricted float, a vocal contingent of bears is warning of the company's precarious financial position, citing heavy debt and lack of cash as signs of an inevitable collapse.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is seeing strong investor interest following a newly announced joint research agreement with Honda, which the community views as a major validation of its solid-state battery technology. Investors are actively debating the company's path to commercial scale and the potential for further partnerships, with many highlighting the deal as a critical de-risking event.

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Should You Invest in the iShares U.S. Home Construction ETF (ITB)?

LEN Vs. TOL: Wall Street Analyst Picks Home Builder Stock With Greater Upside 

Equity

Keefe Bruyette says premium pricing and margin protection offer a better long-term path than high-volume growth.


Soaring Mortgage Rates Hit US Homebuilders: One Building ETF Still Wins

Mortgage rates hit 6.75%, hurting US homebuilders, while one construction ETF gains from booming AI and infrastructure demand.

 Will Spring Selling Season Boost Homebuilding ETFs?

Spring selling season brings hope for homebuilding ETFs like ITB, but higher mortgage rates and weak demand keep the outlook mixed in 2026.

Lennar Stock Dives As Q1 Revenue Disappoints — CEO Flags ‘Housing Shortage In America Has Not Been Solved’

 Lennar CEO said that the company's first quarter was defined by the same persistent headwinds that have challenged the housing market for over three years — high mortgage rates, constrained affordability, cautious consumer sentiment. 


Trump To Ban Institutional Buys Of Single-Family Homes In Affordability Housing Push

In a Truth Social post, President Donal Trump said that he would be calling on Congress to codify the move. 

Build Buffett's Berkshire-Like Portfolio With These ETFs

Build a Buffett-style portfolio with ETFs. Berkshire's latest moves spotlight GOOGL, staples, insurance picks and ETFs like GXPC, FCOM, IYK, PBJ, IAK and KBWP.



Fed Rate Decision Ahead: ETF Areas Likely to Win

Fed rate cuts in October may fuel gains in SHV, VYM, ITB, SPYG & CARZ as lower borrowing costs should favor income plays, housing, growth & autos.

iShares Trust - iShares U.S. Home Construction ETF

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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