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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 following a blowout earnings report that shattered expectations with record revenue guidance and a massive order backlog, effectively silencing previous concerns about demand. Investors are actively discussing the potential for a major short squeeze as the company abandoned its ATM financing plans and demonstrated strong profitability, fueling community sentiment that the stock remains deeply undervalued relative to its explosive AI-driven growth.

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 seeing intense investor focus as the community anticipates explosive volatility around upcoming earnings and a significant potential short squeeze, fueled by high short interest and a recent multi-million-dollar tactical drone contract with the Israeli Ministry of Defense. Supporters are actively discussing a bullish growth trajectory driven by strategic acquisitions and government partnerships, while debates persist regarding the impact of high share counts and institutional volatility on the stock's near-term performance.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors and retail traders closely monitor potential volatility and short squeeze opportunities heading into earnings. The community is highly focused on whether the stock can deliver a strong performance to challenge bearish sentiment, with active debates centered on sector tailwinds, institutional ownership, and the potential impact of new AI infrastructure financing deals.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is seeing a significant rally following a strong quarterly earnings report that highlighted massive demand for AI infrastructure, evidenced by a substantial revenue backlog and raised guidance. Investors and community members are actively debating the company's long-term profitability and debt management, creating a polarized atmosphere characterized by bullish sentiment over backlog growth and bearish concerns regarding high capital expenditures and cash burn.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Biocryst Pharmaceuticals is gaining significant investor attention and trending as shareholders actively speculate on a potential buyout following recent cost-cutting measures, strategic leadership changes, and a strong revenue performance. The community remains divided between persistent skepticism regarding long-term stock performance and bullish optimism that upcoming clinical data and institutional accumulation could trigger a significant share price re-rating.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending as investors weigh volatile updates regarding the Strait of Hormuz, with conflicting reports on peace arrangements and persistent shipping disruptions driving intense community debate. Traders are actively reacting to the potential for a long-term supply shortfall against a backdrop of aggressive market manipulation allegations and uncertainty over future energy policy.

Harrow, Inc. engages in the development, production, and sale of innovative medications. It operates through the following segments: Branded and ImprimisRx. The Branded segment includes activities of the company’s FDA approved ophthalmology pharmaceutical products, including the out-licensing of rights to certain branded products. The ImprimisRx segment represents activities in the company’s ophthalmology-focused pharmaceutical compounding business. The company was founded by Mark L. Baum and Robert J. Kammer on January 11, 2006 and is headquartered in Nashville, TN.

Harrow Inc

Harrow Health Inc

Harrow Health is seeing significant community discussion and market attention as investors monitor the company's aggressive commercial scaling of its expanded ophthalmic portfolio, particularly the prescription growth of VEVYE and upcoming retina product launches. Enthusiastic supporters are highlighting positive real-world prescription data and insider purchasing as key indicators of long-term upside, despite broader concerns over short interest levels and the company's history of managing expectations around quarterly revenue guidance.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is facing significant downward pressure as market sentiment reacts to aggressive analyst downgrades and broader athletic sector weakness sparked by a rival's poor earnings outlook. While the company faces ongoing challenges in China and intense competition, the community remains deeply divided between long-term investors averaging down to collect dividends and bearish traders focused on the stock's persistent multi-year downtrend.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is experiencing heightened volatility as investors de-risk ahead of upcoming CPI data, with market participants intensely focused on how persistent geopolitical tensions and AI-related capital expenditure trends will influence future interest rate decisions. Community discussion is polarized between bears anticipating a technical breakdown and bulls tracking institutional inflows, as traders scramble to position themselves for potential market-moving inflation results.

T1 Energy, Inc. engages in providing energy solutions focused on solar module and solar cell manufacturing. It focuses on building an integrated U.S. supply chain for solar and batteries. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy is experiencing significant volatility and downward pressure as investors react to preliminary earnings that signaled higher project costs and a delayed timeline for its G2 Austin facility. The community remains deeply divided, with many debating whether the stock is a long-term infrastructure value play or a high-risk gamble amid persistent concerns over cash burn, potential dilution, and critical short-seller reports.

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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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