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DRAM is surging as investors pivot toward memory chip manufacturers, which are increasingly viewed as the critical bottleneck for AI infrastructure. The community is actively debating the transition from cyclical, boom-bust trading to a long-term structural re-rating driven by multi-year demand from hyperscalers.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is trending as investors aggressively bid up memory and storage stocks, driven by reports of persistent supply constraints and major hardware price hikes. The community remains deeply polarized, with bulls pointing to the ongoing AI infrastructure supercycle while vocal bears argue the stock's parabolic ascent represents an overextended bubble nearing a potential crash.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is gaining momentum following a new joint research agreement with Honda, which confirms the solid-state battery platform has cleared rigorous technical evaluations and testing by a major automotive OEM. Investors and community members are interpreting this validation as a crucial de-risking event that expands the companys ecosystem beyond its existing partnership with Volkswagen, fueling active discussion about potential scaling timelines and future announcements from additional automakers.

Butterfly Network, Inc. designs a medical imaging device that reduces the cost of real-time and three-dimensional imaging and treatment. It develops and provides a whole-body portable ultrasound scanner called the iQ Device and related hosted, web-based application, application programming interfaces and platform services, which the firm offer to physicians or other licensed health care providers. Its products include iQ+ Ultrasound, Butterfly Enterprise and iQ Vet. The company was founded by Jonathan M. Rothberg on January 25, 2011 and is headquartered in Burlington, MA.

Butterfly Network Inc - Ordinary Shares - Class A

Butterfly Network Inc

Butterfly Network is trending following a significant rally driven by investor excitement over its partnership with AI startup Midjourney to develop a new ultrasound-powered full-body scanner. While the community is actively debating the company's long-term potential in medical imaging versus concerns over its path to profitability and potential share dilution, sentiment remains charged by high trading volume and discussions regarding a possible short squeeze.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accenture is currently trending following a significant valuation reset and a downward revision of its revenue growth outlook, fueling intense community debate over whether AI disruption represents an existential threat to the IT consulting business model. Investors are actively split, with some viewing the stock as a deeply undervalued dividend opportunity while others remain skeptical, citing concerns over management strategy, margin pressure, and the long-term necessity of traditional billable-hour services in an AI-driven market.

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 and social media users fiercely debate the administration's recent memorandum with Iran, with critics labeling it a strategic failure and a massive financial liability. The community remains deeply polarized, with intense arguments centered on the geopolitical impact, the transparency of the deal's terms, and the broader implications for US foreign policy and market stability.

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

Taiwan Semiconductor is hitting all-time highs as community members highlight its irreplaceable role as the foundry backbone of the AI hardware ecosystem and the primary producer of advanced AI chips. Investor enthusiasm remains elevated due to massive capex commitments, sustained supply chain bottlenecks, and growing confidence that the company maintains significant pricing power amid insatiable demand.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna (MRNA) is trending following a unanimous FDA advisory committee endorsement for its mRNA-based influenza vaccine, a catalyst that has sparked significant options activity and bullish sentiment. The community is actively debating the stock's potential as a pipeline-driven growth story, contrasting its commercial progress in oncology and infectious diseases against long-standing criticisms regarding its COVID-era legacy and the ongoing regulatory hurdles for its broad product lineup.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is trending as investors capitalize on the company's critical role in the AI data center power infrastructure, with the community actively debating whether to hold through current volatility or swing trade the stock's significant moves. Enthusiasts are highlighting a massive, long-term backlog and the strategic importance of on-site power generation, while others remain focused on the stock's recent price action and institutional flow.

The Kroger Co. engages in the retail grocery business with added convenience to retail pharmacies and fuel centers. Its main focus is on growing households and increasing customer loyalty by delivering great value and convenience, and investing in four strategic pillars: Fresh, Brands, Data & Personalization and Seamless. Its brands include Big K, Smart Way, Heritage Farm, Simple Truth, and Simple Truth Organic. The company was founded by Barney Kroger in 1883 and is headquartered in Cincinnati, OH.

Kroger Co.

Kroger is trending as investors weigh a recent leadership search and ongoing competitive pressures, with the community actively debating its long-term value as a defensive staple amid broader market volatility. Many traders are focused on identifying entry points following recent price consolidation, viewing the stock as a reliable hold while monitoring its potential for a rebound toward previous highs.

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Radius Recycling (RDUS) Reports Q3 Loss, Beats Revenue Estimates

Radius Recycling (RDUS) delivered earnings and revenue surprises of +55.17% and +7.38%, respectively, for the quarter ended May 2025. Do the numbers hold clues to what lies ahead for the stock?

Radius Recycling, Inc. engages in the recycling of ferrous and nonferrous scrap metal and manufacture of finished steel products. The company was founded by Sam Schnitzer in 1906 and is headquartered in Portland, OR.

Radius Recycling Inc. - 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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