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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing significant selling pressure as investors react to industry-wide concerns about hyperscaler competition, specifically reports regarding Meta's potential move into selling excess AI compute capacity. While some investors are expressing deep frustration over management's compensation packages and lack of new contracts, others are highlighting the company's long-term power infrastructure as a structural advantage during this period of high volatility.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is facing intense volatility as the semiconductor sector navigates a sharp rotation, with investors actively debating whether the pullback is a temporary consolidation or the end of a parabolic rally. While retail traders remain divided over manipulative price action and potential bubble concerns, bullish sentiment persists around the company's long-term NAND demand and structural transition to multi-year supply contracts.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing a volatile sell-the-news reaction where the stock is retreating despite reporting strong delivery numbers that exceeded analyst expectations. The community is sharply divided, with bulls viewing the dip as an accumulation opportunity ahead of upcoming product announcements, while bears and traders are highlighting the stock's tendency to experience rapid liquidity unwinds and profit-taking after periods of hype.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing a sharp drawdown as high-beta photonics and AI infrastructure names undergo a broader sector-wide volatility reset. Community sentiment is deeply divided between those viewing the pullback as a tactical entry point into a multi-year optical scaling cycle and those concerned by high valuation multiples and aggressive insider selling.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is currently experiencing high volatility following reports that Meta Platforms may monetize its excess AI compute capacity, sparking investor concerns over potential future competition and concentration risk for neocloud providers. Despite the selloff, the community is actively debating whether this is a structural shift in the demand-supply balance for AI infrastructure or a temporary overreaction by traders focused on short-term narrative rather than long-term contractual commitments.

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

Apple is trending as traders closely track news of a significant data breach at a key supplier and ongoing negotiations to source memory chips from blacklisted Chinese manufacturers. Market participants are also actively debating the stock's near-term direction, with sentiment split between bullish reactions to an expanded product roadmap and cautious concern over potential supply chain risks and margin pressure.

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 weigh the potential impact of hyperscalers like Meta moving toward selling their own excess compute capacity against the company's strong, long-term contracted backlog. While the broader AI infrastructure sector faces volatility, community discussion remains polarized between those tracking the company's on-time execution of data center facilities and those frustrated by recent share price weakness.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is currently a focal point for investors due to positive analyst coverage highlighting its neutral-atom technology and strategic government alignment, though the stock faces significant volatility driven by heavy short interest and market skepticism. Community discussion is polarized between long-term bulls who point to national security partnerships and hardware scalability, and frustrated traders venting about persistent downward price pressure and a lack of transparency following recent management communication shifts.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing significant volatility and downward pressure as investors weigh the company's aggressive AI infrastructure build-out against high debt levels and broader market skepticism. The community is sharply divided, with many retail investors expressing frustration over the persistent sell-off while others view the pullback as a long-term buying opportunity driven by a massive cloud service backlog.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is experiencing heightened volatility as the community debates whether recent reports of Meta expanding its cloud capacity to sell compute services pose a direct competitive threat to neocloud providers. While some investors fear this shift challenges the AI infrastructure scarcity narrative, others view the selloff as a significant buying opportunity, emphasizing that existing long-term, take-or-pay contracts and sustained hyperscaler demand remain structural pillars for the company.

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Lightscape Technologies, Inc. is an investment holding company, which engages in the design, installation, and operation of digital out-of-home advertising billboards. It operates through the following segments: Advertising, Light Emitting Diode Solutions, and Other. The company was founded on September 14, 1995 and is headquartered in Hong Kong.

Lightscape Technologies Inc

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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