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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 over $60 billion in new orders and a significant jump in gross margins that easily surpassed prior guidance. The community is buzzing with anticipation for a potential short squeeze, as bullish investors celebrate the news while bears face intense pressure to cover their positions ahead of the upcoming earnings report.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount-Warner Bros. Discovery is currently trending as investors monitor escalating regulatory hurdles, including antitrust lawsuits from multiple U.S. states and ongoing scrutiny in the U.K. The community is sharply divided, with bulls pointing to the long-term strategic necessity of consolidation to compete with streaming giants, while bears express significant concern over mounting debt, integration risks, and the potential for a prolonged legal battle to destroy shareholder value.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is experiencing significant volatility and trading near recent lows, as investors weigh ongoing regulatory and execution risks against potential catalysts like federal support for advanced nuclear reactors to power AI data centers. Community sentiment remains polarized, with bulls highlighting the long-term potential of the company's SMR technology and government-backed initiatives, while bears are actively shorting the stock due to pre-revenue status, consistent insider selling, and dilution concerns.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending due to heightened geopolitical tensions in the Middle East, specifically reports of maritime transit threats and renewed military activity that investors fear will constrain supply. Community sentiment is deeply divided, with traders closely monitoring the impact of regional escalations on oil prices while debating whether price action is driven by genuine supply concerns or market manipulation.

Occidental Petroleum Corp. engages in the exploration and production of oil and natural gas. It operates through the following segments: Oil and Gas, Chemical, and Midstream and Marketing. The Oil and Gas segment explores for, develops and produces oil and condensate, natural gas liquids, and natural gas. The Chemical segment manufactures and markets basic chemicals and vinyls. The Midstream and Marketing segment purchases, markets, gathers, processes, transports and stores oil, condensate, natural gas liquids, natural gas, carbon dioxide, and power. The company was founded in 1920 and is headquartered in Houston, TX.

Occidental Petroleum Corp.

Occidental Petroleum ($OXY) is trending as traders closely monitor geopolitical instability in the Middle East, specifically the disruption of key oil transit routes, which has spurred bullish momentum for energy producers. The community is actively debating the potential for a sustained supply-side energy crisis, with many focused on how rising crude benchmarks and ongoing regional tensions might impact the company's free cash flow and long-term valuation.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors react to a volatile mix of escalating geopolitical tensions in the Middle East and ongoing community debates surrounding the company's financial strategies. Discussions are dominated by speculation on the firm's pivot to fusion energy, the impact of international trade policies on the stock, and intense partisan friction regarding presidential leadership and market influence.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global Inc. is trending as investors focus on the company's strong EBITDA growth projections and strategic position as a low-cost LNG exporter amidst geopolitical tensions impacting global energy supply routes. Community sentiment remains split between long-term bullish investors tracking capacity expansions and traders frustrated by high-frequency algorithmic volatility that repeatedly tests key price support levels.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is seeing increased community chatter as investors monitor key hospital-related hiring signals and anticipate potential shifts in dialysis reimbursement policies. Discussions are currently centered on whether the company's recent operational pivots and market access strategies can drive sustained revenue growth and overcome long-standing investor frustration regarding management's communication and share price performance.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as retail investors debate whether the current price drop is a temporary pullback or a deeper structural issue ahead of upcoming earnings. Despite strong community interest in the companys new AI-RAN partnership with NVIDIA and its role in AI infrastructure, bearish sentiment remains elevated due to the stock's persistent downward momentum and price sensitivity following reports from sector peers.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is trending due to its pivot toward physical AI and autonomous systems, with the community closely tracking its latest quarterly delivery guidance and aggressive expansion into humanoid robotics. Investors are actively debating the company's long-term valuation shift from a traditional automaker to a global AI platform, despite ongoing concerns about sector volatility.

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Panacea Acquisition Corp. II operates as a blank check company. It seeks to effect a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was founded on January 14, 2021 and is headquartered in San Francisco, CA.

Panacea Acquisition Corp II - Ordinary Shares - Class A

Bullish 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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PANAPanacea Acquisition Corp II - Ordinary Shares - Class A

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