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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 seeing intense volatility and bearish sentiment ahead of its upcoming earnings report, with traders divided between those fearing AI-driven software disruption and those banking on a blowout performance. The community is focused on critical metrics like cRPO growth and enterprise AI adoption, with many debating whether the current selloff represents a deep-value buying opportunity or a signal that enterprise software faces structural headwinds.

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 reporting a record $60 billion order backlog and doubling its gross margin guidance, signaling strong AI infrastructure demand. While the community is actively debating the stock's future, bullish investors are betting on a massive short squeeze and fundamental valuation upside, while skeptics remain focused on historical governance concerns and potential volatility.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is seeing extreme volatility and heavy, sustained trading volume that has sparked a fierce debate among investors over whether the activity represents institutional accumulation or deliberate market manipulation. The community remains highly focused on the stock's elevated short interest and the potential for a breakout that could trigger a squeeze, as shareholders closely watch technical support levels following the company's pivot toward agentic AI orchestration.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending as investors debate the potential revenue impact of the company reevaluating its AI data-licensing agreement with Google. The community is actively split between those who view the move as a risky threat to traffic and those who see it as a strategic negotiation tactic to secure higher premiums for Reddits increasingly valuable AI training data.

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 massive daily trading volumes and a surge of new defense and autonomous technology contracts drive significant bullish momentum. Investors are closely monitoring a potential short squeeze, while active community discussions highlight the company's expanding backlog and the technical pivot toward higher resistance levels.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is capturing investor attention as hyperscaler demand for AI infrastructure, data center expansion, and high-performance computing keeps the long-term growth narrative intact. The community is actively debating the stock's consolidation patterns, rotation from other mega-caps, and whether current technical levels present a strategic entry point ahead of upcoming earnings.

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 heightened investor scrutiny ahead of its earnings as reports of Gemini 3.5 Pro development delays spark concerns over the company's AI execution. The community remains divided, with many viewing the dip as a prime long-term buying opportunity in a fundamental AI powerhouse, while others fear the stock faces further short-term pressure if elevated capital expenditure fails to show immediate, tangible returns.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors closely monitor its upcoming earnings and high AI capital expenditure, with community sentiment divided between those expecting a blowout and those fearing a market-wide selloff if investment returns disappoint. Discussions are heavily focused on how the company's aggressive infrastructure spending and search dominance will fare against intensifying competition from other AI hyperscalers and potential regulatory challenges.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernova is drawing significant attention as investors position for a multi-decade power infrastructure supercycle driven by accelerating AI data center demand and grid electrification needs. Despite short-term volatility following earnings, the community remains focused on the company's massive record backlog and its critical role as a primary supplier of the turbines and power systems required to support the ongoing AI infrastructure buildout.

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 currently under significant scrutiny as a former executive has filed a whistleblower lawsuit alleging illegal transport practices and retaliatory termination, fueling intense community debate over management's transparency and revenue trajectory. While bulls emphasize the potential for military-grade drone adoption and defense industry tailwinds, skeptics point to persistent share dilution and the lack of concrete, large-scale contract announcements as major red flags.

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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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