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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, which resolves their pending litigation, is driving attention. Traders largely welcomed the recurring licensing deal as validation of Netlists IP, while some questioned whether the terms were generous enough and pointed to profit-taking; hopes for further agreements with SK Hynix or Google remain speculative.

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 plague-related death at a Russian research institute have fueled outbreak-themed buying in NVAX, while traders debate whether the high-volume move could prompt a short squeeze. Others question the connection because Novavax has no plague vaccine and call the move speculative, while pointing to the Sanofi Nuvaxovid rollout and Matrix-M partnership potential.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells investor day and its outlook for AI custom silicon, optical connectivity and data-center growth are driving attention, with traders broadly reacting positively to managements presentation. Some remain wary of a sell-the-news reversal and the stocks volatile price action.

Recursion Pharmaceuticals, Inc. is a clinical-stage biotechnology company that combines automation, artificial intelligence, machine learning, and in vivo validation capabilities to discover novel medicines. Its Recursion operating system enables advanced machine learning approaches to reveal drug candidates, mechanisms of action, novel chemistry, and potential toxicity, with the eventual goal of decoding biology and advancing new therapeutics that radically improve people's lives. The company was founded by Blake Borgeson, Christopher C. Gibson, and Dean Y. Li on November 4, 2013 and is headquartered in Salt Lake City, UT.

Recursion Pharmaceuticals Inc - Ordinary Shares - Class A

Recursion Pharmaceuticals Inc

A high-volume breakout has fueled RXRX chatter, with traders pointing to ARK accumulation and betting that heavy short interest could amplify the move through short covering. Some also cite Recursions AI drug-discovery partnerships and upcoming clinical milestones, while others note that no clear new catalyst has been confirmed.

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 react to the reported completion of its large at-the-market share offering, which some see as removing a source of selling pressure, alongside renewed strength in AI data-center optics and photonics. Bulls point to the financing overhang easing and improving momentum, while skeptics remain wary of dilution, volatility, and a possible pullback.

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 announcement of a five-year AI cloud compute agreement with a sovereign AI company is driving attention, with the deal adding to its contracted business and using NVIDIA systems. Traders welcomed the news after a sharp selloff, though some remain wary that gains may fade amid the stocks recent volatility.

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 rally is drawing attention as traders frame cybersecurity as an AI-safety play, citing rising concern about AI-driven threats and analyst optimism about security spending. Bulls are leaning on the momentum, while skeptics point to the stretched valuation and insider selling.

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

Constellations newly announced 20-year nuclear power agreement with Google, including 890 MW of new capacity, is driving attention. Traders largely view the deal as validation of CEGs role in meeting AI data-center power demand, though some remain cautious about whether the stock can sustain its move after past deal-related pops faded.

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 plan to develop its first international AI data-center campus in Finland, with access to up to 1 GW of potential power capacity and talks underway with hyperscale customers, is driving attention. Traders largely welcome the expansion but debate its speculative, long-dated nature and whether it will move the shares, while also watching the upcoming earnings report for evidence of execution and further customer commitments.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Bullish analyst commentary and expectations for SpaceXs AI/data-center, Starlink and Starship growth dominate discussion around the sharp rally, with traders also citing momentum and a possible short squeeze. Others argue the valuation and cash burn are stretched and point to upcoming share unlocks as potential selling pressure.

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Extremely 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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