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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 surging following a preliminary fiscal Q4 update that revealed significantly higher-than-expected gross margins and a record $60 billion order backlog. The community is actively discussing a potential massive short squeeze, driven by high short interest and institutional interest in the company's improved profitability and AI infrastructure demand.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently trending as investors monitor the company's expanding role in national security following a major contract ceiling increase from the U.S. Space Force and ongoing defense collaborations. Community discussion is focused on the potential for a rebound from recent technical support levels, with bulls highlighting the company's vertically integrated business model and upcoming milestones for the Neutron launch vehicle as key long-term catalysts.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors digest the launch of its AI-RAN platform in partnership with NVIDIA, though shares are facing significant downward pressure alongside a broader sector selloff. The community remains divided between those viewing the pullback as a prime accumulation opportunity ahead of the upcoming earnings report and those frustrated by the stock's recent volatility and inability to hold gains.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending as investors weigh its potential inclusion in a federal initiative to fast-track nuclear reactors for AI data centers against mounting skepticism over pre-revenue operations and recent insider share sales. While the community remains deeply divided between those betting on long-term criticality milestones and those anticipating further downside, active traders are closely monitoring key support levels and potential upcoming regulatory catalysts.

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 trending due to the announcement of a major partnership with Microsoft Azure to deploy its Helios rack-scale AI systems, signaling its growing competitiveness in the datacenter infrastructure space. Community discussion is focused on the intense rivalry with NVIDIA, with investors weighing the company's long-term growth potential against current valuation concerns and broader semiconductor sector volatility.

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 seeing intense investor focus as massive trading volume coincides with a new defense contract win, fueling active community debates over a potential short squeeze and long-term sector growth. Investors are closely tracking technical indicators and institutional activity as they weigh the potential for a sustained reversal against ongoing concerns about cash burn and previous price volatility.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors weigh its role as a key enterprise AI hardware provider, with sentiment heavily influenced by recent sector volatility, institutional order flow, and ongoing debate regarding the sustainability of hardware-driven margins. The community is actively discussing the stock's relative strength against other infrastructure names, with many traders closely monitoring its technical support levels amid broader market uncertainty.

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 (NOW) is seeing heightened volatility and investor anxiety ahead of its earnings report, as the market debates whether AI will act as a catalyst for workflow automation or a threat to traditional enterprise software demand. The community is sharply divided, with bulls pointing to the company's strong fundamentals and institutional ownership as a long-term opportunity, while bears emphasize recent sector-wide weakness and technical breakdowns as signs of a deeper correction.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group Corp. (DJT) remains a focal point for intense debate, as community members analyze ongoing geopolitical tensions and the company's fiscal strategy, including recent discussions around a paid premium news access tier. Discussions are polarized between supporters highlighting the stock's potential as a long-term institutional play and critics scrutinizing the firm's leadership, revenue prospects, and the broader impact of current administrative policies.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing a sharp increase in market volatility and trading volume as community members debate whether the stock is a deep-value opportunity based on its cash position or a speculative trap amidst the broader AI hardware sector sell-off. While bulls are highlighting the long-term potential of its optical interposer technology and strong balance sheet, bears are pointing to the lack of immediate revenue catalysts and mounting pressure from short interest.

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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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