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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 after a major pre-announcement revealing a massive order backlog and significantly higher gross margins than previously expected. The community is actively discussing the potential for an aggressive short squeeze, with many pointing to the stock's high short interest and the company's strengthened position in the AI infrastructure sector.

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 seeing significant investor attention following reports that it will join a U.S. government initiative to accelerate the deployment of advanced nuclear reactors for AI data centers, with Microsoft and Nvidia cited as potential partners. While the community is debating execution risks and commercial timelines, many are focused on whether this federal backing will act as a major catalyst to solidify the company's role in powering the American AI infrastructure revolution.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix (SKHY) is experiencing intense volatility as investors debate the impact of potential arbitrage opportunities following the upcoming July 29th ADR conversion deadline and ongoing concerns regarding Korean market liquidity. The community remains deeply divided, with some highlighting the company's strong fundamentals and HBM supply leadership, while others fear a significant correction driven by the wide premium compared to shares listed on the Seoul exchange.

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 weigh an aggressive pullback against the company's new AI-RAN partnership with Nvidia and upcoming earnings. The community is sharply divided, with some users accumulating shares on the dip based on long-term AI infrastructure potential, while others express frustration over recent price weakness and persistent bearish momentum.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius is facing significant downward price pressure and intense scrutiny from market participants, with the community actively debating whether the stock is undergoing a long-term accumulation phase or a terminal decline. Traders are heavily focused on navigating high short interest, upcoming earnings catalysts, and concerns regarding international distribution, while many long-term believers continue to advocate for adding positions during what they perceive as a structural bottom.

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 trending as investors monitor its significant manufacturing expansion in Texas, which aims to scale production of 800G and 1.6T optical transceivers to meet surging AI infrastructure demand. While the community debates the stock's valuation and volatility following recent price corrections, discussions remain heavily focused on the company's long-term potential as a critical player in the AI hardware supply chain.

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 gaining strong momentum following a landmark expansion of its strategic partnership with Microsoft, which will see Azure deploy the company's new Helios AI rack-scale systems at scale. This news, combined with anticipation for the 'Advancing AI' event, has sparked significant community discussion and speculative buying as investors weigh the potential for increased AI market share against broader market volatility.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending as investors weigh significant insider accumulation against concerns regarding share dilution and potential post-earnings volatility. While some community members view the stock as a long-term fintech value play, active discussions highlight deep skepticism about the stock's tendency to decline following earnings reports.

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 is trending as investors debate the impact of broader geopolitical conflicts, newly announced tariffs, and the company's evolving strategy in the media and technology sectors. Community discussions are highly polarized, focusing on current administration policies, executive leadership decisions, and the stock's volatility amidst ongoing market speculation.

iShares Inc. - iShares MSCI South Korea ETF

iShares MSCI South Korea ETF

The iShares MSCI South Korea ETF is trending as investors aggressively react to volatility in the semiconductor and memory sectors, driven by significant concentration in industry giants like Samsung and SK Hynix. Community discussions are centered on debates over valuations, the impact of AI-driven memory demand, and potential risks from institutional deleveraging and market sensitivity to regional geopolitical headlines.

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MMA Capital Holdings, Inc. focuses on infrastructure-related investments that generate positive environmental and social impacts and deliver attractive risk-adjusted total returns to our shareholders, with an emphasis on debt associated with renewable energy projects and infrastructure. MMA Capital is externally managed and advised by Hunt Investment Management, LLC, an affiliate of Hunt Companies, Inc.

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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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