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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 backlog orders and significantly higher-than-expected gross margins, fueling strong market optimism. The community is actively debating the potential for a massive short squeeze and questioning whether these improved fundamentals will finally silence long-standing bearish skepticism regarding the stock.

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 seeing heightened volatility as investors debate the competitive threat posed by SpaceX's Starlink and its potential expansion into mobile services. While the community remains divided over the long-term impact on legacy telecom infrastructure, many are actively scaling positions to lock in a high dividend yield and capitalize on what they perceive as an oversold valuation.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

NEAR is trending as investors debate its long-term potential as an AI-focused infrastructure play, with the community actively discussing price action, potential breakouts, and the impact of broader market liquidity on altcoin accumulation. While some participants are closely monitoring technical support levels and accumulation opportunities, others are debating the sustainability of current price moves amidst fluctuating market sentiment.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas Life Sciences is currently a major focus of community discussion due to anticipation surrounding the 80th clinical trial event for its REGAL Phase 3 study, which investors believe will trigger topline data and potential acquisition interest. While retail investors debate institutional ownership and the significance of an upcoming CEO appearance on Fox & Friends, the message board remains polarized between those anticipating a major valuation re-rate and those concerned about trial delays and potential dilution.

X-Energy, Inc. operates as an energy company The firm focuses on modular nuclear reactors and fuel technology for clean energy generation. The company was founded by Kam Ghaffarian and Eben Mulder on 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-energy Inc

X-energy is trending following reports that it will join a major federal initiative supported by tech giants to accelerate the deployment of small modular reactors for AI data centers. Investors are actively debating the company's long-term potential as an essential energy partner for hyperscalers versus the inherent risks associated with its pre-revenue status and capital-intensive infrastructure requirements.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet (GOOG) is trending as investors focus on its AI infrastructure guidance, with the community actively debating whether the company's aggressive capital expenditure will sustain or pressure future profitability. Significant discourse centers on the potential impact of Alphabet's heavy AI spending on its competitive position against rivals like Anthropic and OpenAI, with many monitoring upcoming financial reports to determine if heavy hardware investments will successfully drive long-term earnings growth.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull Corp (BULL) is gaining significant traction as traders capitalize on the stock's recent clearance of its 200-day moving average and positive momentum following a series of analyst price target upgrades. The community is actively debating the stock's potential for a short squeeze as investors draw comparisons to other successful fintech platforms, with many bulls closely watching for a sustained breakout above key resistance levels.

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

CVS Health Corp

CVS Health is trending as investors digest new regulatory pressures, including federal scrutiny of PBM practices and recent drug pricing agreements, which have created a complex sentiment backdrop. Despite this, the community remains actively focused on the stock's turnaround potential and institutional positioning, with traders closely monitoring technical breakouts and options flow as key indicators for its next move.

Lowe's Companies, Inc. engages in the retail sale of home improvement products. The firm offers products for maintenance, repair, remodeling, home decorating, and property maintenance. It also provides home improvement products in the following categories: appliances, seasonal & outdoor living, lumber, lawn & garden, kitchens & bath, hardware, building materials, millwork, paint, rough plumbing, tools, electrical, flooring, and décor. The company was founded in 1946 and is headquartered in Mooresville, NC.

Lowe`s Cos., Inc.

Lowe's Companies, Inc.

Lowe's is attracting significant attention as investors balance concerns over a sluggish housing market and muted DIY demand against expectations for a potential cyclical recovery driven by lower interest rates. The community is actively debating the stock's technical setup and its potential to outpace sector peers, with sentiment split between those accumulating shares for long-term dividend growth and those closely monitoring technical support levels for a near-term bounce.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is capturing investor attention as the market anticipates the upcoming BLA filing for its lead prostate cancer asset, while community discussions remain focused on its potential as a multibillion-dollar buyout target for Big Pharma. Investors are actively debating the company's valuation, comparing it to recent industry acquisitions, and closely monitoring the stock's consolidation around the double-digit price level.

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Piper Sandler Cos. engages in the provision of investment banking and institutional securities services. It offers financial advisory services, equity and debt capital markets products, public finance services, equity research and institutional brokerage, fixed income services, and private equity strategies. The company was founded in 1895 and is headquartered in Minneapolis, MN.

Piper Sandler Co`s

Extremely 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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