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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals announcement that another 75 MW at Polaris Forge 1 is ready for service, bringing the campus to 250 MW operational, has focused attention on its data-center execution ahead of earnings. Many traders view the milestone as evidence the company is delivering on its buildout, while others are frustrated that the stock has faded gains and remain concerned about financing, market conditions, and what earnings guidance will show.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs sharp rally is drawing attention after a bullish Morgan Stanley call and optimism around Starship, Starlink and AI ambitions, with Florida fuel-pipeline plans adding to the growth narrative. Traders are largely celebrating the momentum and a possible short squeeze, while skeptics point to stretched valuation and upcoming share unlocks as risks.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

A suspected plague outbreak in Russia has fueled a speculative vaccine-sector rally in NVAX, with traders discussing possible government contracts despite Novavax having no plague vaccine. The move has also prompted short-squeeze chatter, while some traders argue the outbreak connection is tenuous and the rally may fade.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Reports that Google is nearing a multi-year nuclear power deal with Constellation are drawing attention, adding another hyperscaler to the companys AI-related power demand story. Traders largely view the report as supportive of CEGs operating nuclear fleet, though some point to the stocks volatile price action and compare it with peers such as Vistra.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflakes stronger-than-expected quarterly results and raised outlook, tied to accelerating AI-driven platform consumption, have fueled a sharp rally. Traders are split between viewing it as an AI beneficiary and warning that its high valuation could invite profit-taking.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrikes rally and repeated 52-week highs are drawing attention as traders frame AI-driven cyber threats and demand for AI security as a growth tailwind, alongside analyst optimism and product developments. Bulls see momentum continuing, while skeptics point to a stretched valuation and insider selling as risks.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

The Energy Departments confirmed financing for upgrades at Vistras nuclear plants is driving attention, with traders linking the added capacity to rising AI and data-center power demand. Reactions are split: some see long-term support for Vistras growth, while others criticize the stocks volatile, muted response to positive news.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Musks confirmation of preliminary talks between TSMC and his Terafab chip venture has fueled attention as shares reach record highs, with traders debating whether TSMC could take a larger role alongside Intel. No agreement has been finalized, while optimism about sustained AI-chip demand provides broader support for the bullish discussion.

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

A new order for electronic safe-and-arm devices supporting a European loitering-munition program, alongside bullish Citizens coverage, is driving attention to Ondass defense business and recent GATE and Bron acquisitions. Bulls view the order as validation of the expansion, while skeptics argue it may be too small to change the stocks trajectory and point to persistent selling pressure and short-interest concerns.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is drawing attention for its exposure to AI-driven demand for indium phosphide substrates used in optical networking and data centers, alongside bullish talk of a technical breakout and institutional interest. Traders remain divided: bulls point to growth and supply constraints, while skeptics cite valuation, China-related risks, and the stocks sharp swings.

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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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