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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 demand, highlighted by a $60 billion order backlog and a significant jump in gross margins. The announcement has triggered intense community speculation regarding a potential short squeeze, as investors weigh these improved fundamentals against ongoing concerns about the company's governance and previous volatility.

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 experiencing heightened volatility following a mixed institutional reaction to its quarterly results, which showcased strong backlog growth but sparked concerns over potential production constraints. Investors remain focused on the company's critical role in the AI infrastructure stack, debating whether the stock's recent pullback is a temporary consolidation or a sign of an overextended valuation.

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 its valuation and AI-licensing potential, while the community highlights ongoing volatility and the stock's tendency to trade in tandem with software and AI sectors. Discussion centers on the impact of potential licensing deals, technical resistance levels, and the broader debate over Reddit's long-term monetization trajectory in the AI era.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is currently trending as investors focus on its strategic manufacturing joint venture with Toyota, which aims to scale commercial production of its eVTOL aircraft. While some community members are bullish on these production milestones and certification progress, others are expressing frustration over continued stock price volatility and the ongoing debate regarding the company's long-term path to profitability.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund (USO) is trending as escalating military conflicts between the U.S. and Iran, including strikes on infrastructure and threats to the Strait of Hormuz, drive significant volatility in energy markets. Community members are actively debating the potential for long-term supply disruptions versus short-term political posturing, leading to heated speculation over whether oil prices will continue to climb or if diplomatic intervention will cause a sharp reversal.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors monitor its strength as a key player in the AI infrastructure buildout, with community discourse heavily focused on comparing its hardware performance against rivals and analyzing the impact of enterprise-level AI demand. While some investors remain cautious about potential overvaluation and correction risks, many are actively tracking the stock's relative strength and its role in the broader semiconductor and data center supply chain.

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 facing significant selling pressure and volatility as investors react to concerns over emerging satellite competition and recent shifts in index inclusion. Despite the downward price action, the community remains divided, with many long-term shareholders highlighting the company's strong free cash flow and reliable dividend yield as reasons to accumulate shares at these discounted levels.

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 driving intense community interest as investors await a major binary catalyst at the upcoming ASCO conference, where final survival data for ivonescimab will be presented. The stock is experiencing significant volatility, fueled by a tug-of-war between aggressive insider accumulationled by CEO Robert Dugganand concerns from bears regarding competitive clinical trial results and future capital requirements.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nubank is drawing attention after posting record quarterly revenue and reaching a breakeven milestone in Mexico, fueling community debate over the firm's aggressive credit expansion and rising loan-loss provisions. While some investors remain cautious about credit quality and seasonal delinquency spikes, many are actively accumulating shares, viewing the current pullback as a long-term opportunity driven by a robust growth trajectory and a newly authorized billion-dollar share buyback program.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending as investors react to the company's recent operational milestones, including the commissioning of its Colorado processing facility and federal funding support, while weighing the impact of Chinese export restrictions on the domestic critical minerals supply chain. Community discussion remains heavily polarized between bulls anticipating a long-term supply chain shift and skeptics concerned about leadership changes, dilution, and the stock's high volatility.

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Opus Genetics, Inc. engages in the research and development of ophthalmic biopharmaceutical products. It focuses on developing and commercializing therapies for the treatment of several eye disorders. The company was founded by Mina Patel Soouch and Alan R. Meyer in February 2018 and is headquartered in Durham, NC.

Opus Genetics 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	-$0.16	--	--	N/A
Q1 '26	-$0.13	-$0.75	-459.00%	MISSED
Q4 '25	-$0.10	-$0.19	-83.87%	MISSED
Q3 '25	-$0.13	-$0.25	-92.31%	MISSED
Q2 '25	-$0.20	-$0.12	41.46%	BEAT

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