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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

SMCIs strong quarterly results and raised outlook have been overshadowed by a post-earnings selloff, with traders debating margin pressure and reliance on a major customer against the companys rapid AI-server growth. Some also cite uncertainty around data-center expansion and broader weakness in AI-related stocks, while bullish traders view the price reaction as disconnected from the results and blame short-selling or market mechanics.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is falling as hopes for a US-Iran diplomatic deal ease fears of Strait of Hormuz supply disruptions and unwind oils geopolitical risk premium. Traders remain divided over whether talks will produce a lasting agreement or renewed conflict could send prices higher again.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples sharp rebound to a record high after an earnings-related pullback is drawing attention, with traders describing a short squeeze and rotation into mega-cap names seen as safer than AI infrastructure stocks. The community also debates whether election-related flows are helping, while bears point to Apples valuation and memory-cost pressure on margins.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

VG is selling off ahead of earnings as traders question how much near-term benefit it can capture from elevated LNG prices, given that much of its cargoes are already contracted and Plaquemines Phase 1 is moving into long-term deliveries. Concerns about debt and insider selling weigh on sentiment, while bulls argue the companys expanding LNG capacity and potential data-center power business support the longer-term case.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent is drawing attention for a sharp selloff as earnings come into focus, amid broader de-risking in AI and optical stocks and doubts about data-center spending and returns. Traders are split between viewing the decline as an overreaction to durable demand for optical connectivity and expecting more downside if AI-capex concerns persist.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riots long-term Corsicana data-center lease with an unnamed Frontier AI lab, alongside better-than-expected quarterly results, has fueled attention around its shift from Bitcoin mining toward AI infrastructure. Traders welcomed the contracted capacity, while some questioned buildout financing and execution and whether the rally would hold.

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

AMDs better-than-expected results and upbeat outlook for AI and data-center demand have been overshadowed by a sharp fade in the post-earnings rally. Traders are split between seeing the selloff as profit-taking or valuation pressure and worrying that election-related uncertainty could slow data-center expansion.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weaker-than-expected fourth-quarter outlook is weighing on the shares, while AMDs stronger AI and data-center results sharpen concerns about Intels competitiveness; traders also debate whether election-related uncertainty could slow data-center investment. The community is split between viewing the selloff as an overreactionwith the CEOs reported share purchase cited as a confidence signaland questioning Intels foundry execution and prospects.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies Inc

A strong rally is drawing attention after Rockets earnings beat, with traders also pointing to falling Treasury yields and hopes for mortgage-rate relief. Bulls are cheering the breakout and call activity, while others caution that the sharp run could consolidate.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ousters quarterly results are drawing attention, with record revenue and sensor shipments, strong year-over-year growth, and a higher revenue outlook supporting optimism about robotics and Physical AI demand. Traders are also debating whether the outlook and softer margins justify the reaction, while some attribute the stocks volatility to broader pressure on AI and growth shares.

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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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