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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 business update revealed record-breaking order growth of over $60 billion and a significant improvement in gross margins that doubled previous expectations. The community is actively debating the stock's potential for a major short squeeze, with many retail investors citing the massive order backlog and recent analyst target upgrades as evidence of strong AI-driven momentum, while skeptics remain cautious due to the company's past governance and transparency concerns.

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 trending following the announcement of significant new defense and autonomous technology orders, which has fueled intense community speculation about a potential short squeeze. Investors are actively discussing the stock's massive recent volume, strong order backlog, and management's growth outlook as a catalyst for a sustained reversal.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending as investors debate the potential financial impact of the platform potentially cutting off Google's access to its data for AI model training. The community is sharply divided, with some betting on a long-term bullish turnaround driven by data licensing leverage, while others express concerns over potential traffic declines and the stock's sensitivity to broader software sector volatility.

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 C

Alphabet is trending as investors aggressively position themselves ahead of the earnings release, focusing intensely on the company's AI capital expenditure guidance and cloud monetization progress. The community is actively debating the sustainability of high AI spending, with sentiment currently split between those anticipating a major breakout and those fearing a price correction due to elevated expectations.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T is trending following a better-than-expected earnings report that beat profit expectations, driven by strong growth in fiber and advanced connectivity subscribers. Community sentiment is mixed between excitement over the company's AI-focused infrastructure play and buybacks, and persistent skepticism regarding competition from satellite-based rivals.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernova is facing short-term volatility as investors weigh a bottom-line earnings miss against raised full-year guidance and massive order growth driven by persistent AI data center demand. While some in the community see the current pullback as a tactical buying opportunity given the company's strong project backlog, others are expressing frustration over institutional profit-taking and technical price pressure.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund (USO) is trending as rising geopolitical tensions and active military strikes against Iranian infrastructure ignite supply fears and volatility in global oil markets. Investors are closely monitoring persistent naval blockades and escalating energy sector disruptions, fueling community debates over inflation risks and the efficacy of ongoing diplomatic efforts.

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 as investors react to a strategic partnership with Anthropic, involving a significant chip deployment and equity investment, alongside the upcoming 'Advancing AI' event and broader volatility in the semiconductor sector. While the community is actively debating the stock's valuation and the potential for a short squeeze, many are focused on whether these major hyperscaler deals validate AMD's roadmap against industry competitors.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Arrowhead Pharmaceuticals is trending following positive topline Phase 3 results for plozasiran in severe hypertriglyceridemia, which demonstrated significant triglyceride reduction and acute pancreatitis prevention. The community is actively discussing the drug's potential as a best-in-class blockbuster therapy and debating the stock's long-term valuation as it approaches record highs.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summit Therapeutics is currently trending as investors await pivotal survival data for its lead oncology candidate, ivonescimab, which is set for a high-profile presentation at the upcoming ASCO conference. The community is actively discussing clinical trial expectations, the impact of recent analyst reports on price volatility, and the strategic positioning of leadership amid ongoing interest from institutional investors.

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Myrexis, Inc. is in the process of evaluating strategic alternatives, including focusing on identifying, evaluating, and making financial investments in life sciences assets. The company was founded in January 2009 and is headquartered in New York, NY.

Myrexis 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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