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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 preliminary update revealed that quarterly gross margins nearly doubled to 15-17% and record new orders topped 60 billion, fueling intense community speculation about an impending short squeeze. Investors are aggressively debating the sustainability of these margins and the massive backlog, with many optimistic that these results represent a pivotal shift in the company's valuation.

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 that Microsoft Azure will deploy its Helios AI rack-scale systems for large-scale model inference, intensifying competition in the data center hardware space. Community discourse remains divided between strong optimism regarding the company's expanding hyperscaler partnerships and skepticism from bears who point to potential overvaluation and earnings volatility ahead of the company's upcoming AI event.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is generating significant buzz as traders closely monitor a steady ramp-up in aircraft deliveries and major order wins, all while debating the stock's long-term valuation against its recent price volatility. Community sentiment remains polarized, with many investors aggressively buying the dip in anticipation of an earnings-driven breakout, while others voice deep frustration over persistent execution headwinds and recent media-driven selling pressure.

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 a significant sell-off following reports that the Gemini 3.5 Pro model launch has been delayed due to coding performance shortfalls. The community is actively debating whether this is a temporary execution setback for a dominant AI infrastructure leader or a structural sign that Google is losing its competitive edge in the frontier model race.

JetBlue Airways Corp. engages in the provision of air transportation services. Its brands include jetBlue, jetBlue Vacations, Paisly, and TrueBlue. It operates through the following geographic segments: Domestic and Canada, Caribbean and Latin America, and Atlantic. The company was founded by David Gary Neeleman in August 1998 and is headquartered in Long Island City, NY.

Jetblue Airways Corp

JetBlue is trending following reports that the airline has engaged advisers to explore a potential sale or merger, fueling investor speculation about a possible acquisition by major carriers like United Airlines. The community is actively debating whether the airline's recent aggressive capacity adjustments and route network changes make it an attractive target or if its significant debt load and fuel cost pressures will continue to weigh on the share price.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is currently in the spotlight as investors weigh its aggressive pivot into 'Physical AI'including humanoid robotics and robotaxisagainst its core EV business. While the stock has seen volatility following recent earnings and mixed delivery sentiment, the community is debating whether the company will be re-rated as a technology and robotics platform rather than a traditional automaker.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony (UAMY) is trending following the wet commissioning of its Montana flotation mill and upcoming site visits from state leadership, fueling community discussion around its status as a key domestic critical mineral supplier. While investors are actively debating the stock's volatility and its strategic importance to defense supply chains, the community is focused on the tension between strong fundamental catalysts and persistent downward price pressure.

Iovance Biotherapeutics, Inc. is a biopharmaceutical company, which engages in the development and commercialization of cell therapies as novel cancer immunotherapy products. Its lead product candidate, LN-144 for metastatic melanoma, is an autologous adoptive cell therapy utilizing tumor-infiltrating lymphocytes (TIL), which are T cells derived from patients' tumors. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance Biotherapeutics is trending as the stock continues a strong upward trajectory, fueled by institutional accumulation and growing investor confidence ahead of the upcoming second-quarter earnings report. Community discussion is heavily focused on the potential for a short squeeze, the company's role as a leader in TIL therapy, and high expectations for future clinical data readouts in lung cancer, which traders view as a major catalyst for long-term value.

Cybin, Inc. operates as a clinical-stage biopharmaceutical company on a mission to create safe and effective psychedelic-based therapeutics to address the large unmet need for new and innovative treatment options for people who suffer from mental health conditions. It is currently developing CYB003, a proprietary deuterated psilocybin analog for the treatment of major depressive disorder and CYB004, a proprietary deuterated DMT molecule for generalized anxiety disorder and has a research pipeline of investigational psychedelic-based compounds. The company was founded by Paul Glavine, Eric So, and John Kanakis on October 13, 2016 and is headquartered in Toronto, Canada.

Helus Pharma Inc.

Helus Pharma is trending due to the completion of Phase 3 enrollment for its lead depression candidate HLP003 ahead of schedule, setting the stage for a major data readout in late 2026. The community remains focused on the potential for a breakthrough in adjunctive mental health treatments, though discourse is tempered by debates over cash runway and the firm's leadership transitions.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund is trending as investors monitor escalating tensions between the U.S. and Iran, with the community actively debating whether the disruption of shipping through the Strait of Hormuz will sustain higher crude prices or if diplomatic efforts will lead to a rapid reversal. Market participants remain focused on how prolonged military activity and potential infrastructure impacts in the Middle East might influence global energy supply chains and near-term inflationary pressures.

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Forge Global Holdings, Inc. engages in providing marketplace infrastructure, data services, and technology solutions for private market participants. It also offers a financial services platform, proprietary data, and insights to inform investment strategies. The company was founded in 2014 and is headquartered in San Francisco, CA.

Motive Capital Corp - Ordinary Shares - Class A

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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