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Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists patent-license and settlement agreement with Micron, resolving their pending litigation and providing multi-year licensing payments, is driving attention. Traders largely celebrate the resolution and view it as a possible step toward agreements with SK hynix or Google, while some question whether the Micron terms are favorable enough.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Reports of a suspected pneumonic-plague case linked to a Russian research lab have fueled a vaccine-sector sympathy rally in NVAX, with traders speculating about government contracts and a possible short squeezeeven though the reports remain uncertain and Novavax has no plague vaccine. The community is divided between viewing the move as a speculative outbreak-driven spike that could fade and pointing to the Sanofi vaccine rollout or company pipeline as longer-term support.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrikes run to fresh highs is drawing attention, with traders connecting optimism to rising demand for cybersecurity amid AI-agent threats and the companys accelerator with AWS and NVIDIA. Bulls are cheering the momentum, while skeptics argue the valuation is stretched and question how sustainable the rally is.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Runs five-year AI cloud-compute agreement, using NVIDIA systems, is driving attention, with traders viewing it as evidence of customer demand and a boost to the companys contracted backlog. Some are encouraged by the deal, while others remain cautious about execution and the stocks sharp volatility.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Google and Constellation announced a long-term nuclear-power collaboration, drawing attention to CEG as traders view reliable electricity as a key bottleneck for AI data centers. The community is broadly bullish on the deal and CEGs hyperscaler relationships, though some question whether contract news will lead to sustained share-price gains.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Evernorths approved merger and planned Nasdaq debut as an XRP-treasury company have fueled speculative interest, with bulls viewing XRPN as a publicly traded way to gain XRP exposure and a low-float momentum play. Traders are divided over whether the sharp run-up is justified, while concerns about valuation and potential share dilution from exercisable warrants add to the volatility.

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 Digitals agreement for access to up to 1 GW of potential power capacity in Finland, its first international AI-campus opportunity, is driving attention; the site is being marketed and talks with hyperscalers are underway, but no tenant is confirmed and initial power is expected in 2028. Traders are broadly enthusiastic about the expansion but debate its speculative, long-term nature and financing needs, while also watching the upcoming quarterly results amid frustration that the news has produced limited price follow-through.

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

AAOI is drawing attention as traders look for a breakout in the AI-optics and photonics trade, citing demand for data-center optical transceivers and recent strength in the sector. Bulls argue that selling pressure from the companys ATM program may be easing, while skeptics remain concerned about dilution, execution risk, and the stocks volatility.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers prolonged share-price weakness is being linked by traders to fears that Tesla, Waymo and other robotaxi players could erode its ride-hailing business. Bulls counter that Ubers cash generation, scale and AV partnerships could help it benefit from autonomous vehicles, while many holders remain frustrated by the stocks weak performance despite those fundamentals.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

ASTS is drawing attention after a U.S.-Japan statement highlighted its Rakuten cooperation and TELUS completed a satellite-network integration test, reinforcing interest in its direct-to-smartphone service. Bulls welcome the partnerships and await a launch date for the next satellites, while skeptics focus on launch delays, a B. Riley downgrade and the stocks weak performance despite positive updates.

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NAPC Defense Inc.

Bearish 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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