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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing significant volatility driven by a spillover of panic selling from the South Korean market, where semiconductor heavyweights like Samsung and SK Hynix faced downward pressure following profit-taking and earnings reactions. While the community remains deeply divided, many retail investors are actively discussing whether this pullback is a temporary manufactured dip designed to flush out weak hands or a signal to scale into positions for the long-term AI-driven memory cycle.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bull 3X Shares (SOXL) is experiencing extreme volatility and heavy selling pressure, driven by a broader pullback in the semiconductor sector and concerns over the sustainability of AI-related spending. Community members are actively debating whether this represents a long-term bottom for chip stocks or a fundamental shift toward a deeper bear market, with many traders aggressively moving between bullish dips and bearish short positions.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is currently trending following a high-impact, 20-year lease agreement with AI lab Anthropic for its Kentucky facility, which investors view as a pivotal validation of the company's shift into AI infrastructure. While the community is actively debating the timing and execution of this development versus potential stock price manipulation, many long-term shareholders are focused on the substantial contracted revenue as a sign of TeraWulf's transition into a tier-one compute partner.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is trading amid intense focus on semiconductor earnings and global market correlation, with traders closely monitoring the KOSPI and key support levels following recent volatility. The community remains deeply divided, with bulls looking for a breakout from current consolidation, while bears are aggressively scalp-trading puts, anticipating a broader correction in the AI-driven tech sector.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is facing significant selling pressure and community frustration as investors grapple with conflicting signals regarding next-generation AI architecture delays, which the company has officially denied. Despite robust underlying fundamentals and massive AI infrastructure demand, the stock continues to struggle with momentum, leaving the community divided between those holding long-term for institutional accumulation and those frustrated by persistent price stagnation.

Lightwave Logic, Inc. is a development stage company which engages in the commercialization of electro-optic photonic devices. The firm offers the P2ICTM technology platform which uses in-house proprietary organic polymers. Its products include electro-optical modulation devices and proprietary polymer photonic integrated circuits. The company was founded on June 24, 1997 and is headquartered in Englewood, CO.

Lightwave Logic Inc

Lightwave Logic is trending as investors focus on the company's progress toward stage 4 qualification and high-volume production, driven by potential integration of its polymer technology into next-generation AI and photonic data center architectures. While community sentiment remains divided between long-term confidence in the material's power efficiency and frustration over recent volatility, active discussions center on upcoming milestones, potential foundry tape-out results, and anticipation of strategic licensing agreements.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending after reporting a quarterly delivery beat and raising its full-year outlook, fueling community debates about the company's long-term production scale versus ongoing concerns regarding capital raises and dilution. While some investors are cheering the positive momentum and institutional interest, others remain skeptical, citing continued cash burn and the stock's tendency to face selling pressure following recent rallies.

Nuvation Bio, Inc. is a biopharmaceutical company tackling some of the unmet needs in oncology by developing differentiated and novel therapeutic candidates. Its proprietary portfolio includes six novel and mechanistically distinct oncology therapeutic product candidates, each targeting some of the most difficult-to-treat types of cancer. The company was founded by David Hung on March 20, 2018 and is headquartered in New York, NY.

Nuvation Bio Inc - Ordinary Shares - Class A

Nuvation Bio is trending as investors digest the company's recent $277 million public offering, which significantly bolstered its cash reserves for clinical trials. While some community members express concern over potential share dilution from convertible notes, bullish sentiment remains focused on the long-term potential of the Ibtrozi pipeline and the strategic cleanup of the company's capital structure in anticipation of future growth or M&A activity.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is seeing intense volatility and a sharp rebound as investors react to positive sector-wide momentum from memory peers and speculative betting on upcoming industry earnings. The community remains deeply divided, with bulls pointing to fundamental AI-driven demand and potential price target upgrades, while bears argue the stock is in a bubble and are bracing for further mean reversion.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is facing intense investor scrutiny as news of renegotiated terms with AI partner Anthropic sparks concerns over rising infrastructure costs, despite the stock showing relative stability amidst a broader rotation into mega-cap tech. The market is actively weighing the potential impact of these elevated capital expenditures against the company's long-term dominance in cloud infrastructure and recent record-breaking Prime Day sales performance.

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Newsmax Inc. is a holding company, which engages in television broadcasting and multi-platform content publishing that produces original news and editorial content for consumers through various media outlets, including TV new channels, digital and print publications. It operates through the Broadcasting and Digital Segments. The Broadcasting segment produces and licenses news, business news and lifestyle content for distribution through both MVPDs and free OTT streaming platforms. The Digital segment is composed of Newsmax.com and affiliated websites. The company was founded by Christopher Ruddy in 1998 and is headquartered in Boca Raton, FL.

Newsmax Inc. - Ordinary Shares - Class B

Newsmax Stock Rallies 11% After-Hours – Here’s What We Know

Equity

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	-$0.03	--	--	N/A
Q1 '26	-$0.03	-$0.02	33.33%	BEAT
Q4 '25	-$0.09	--	--	N/A
Q3 '25	-$0.07	-$0.03	57.14%	BEAT
Q2 '25	-$0.02	-$0.59	-2850.00%	MISSED

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Upcoming Earnings: Q2 '26

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