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Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging due to significant backlog and booking figures, with investors betting that its wafer-level burn-in technology for silicon photonics and AI chips will sustain multi-year growth. Community sentiment is polarized, as bulls highlight the potential for an explosive supply chain re-rating while bears express concern over current valuations relative to revenue.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is experiencing its worst single-session decline in company history following a preliminary revenue and earnings miss, which leadership attributed to clients prioritizing AI infrastructure spending over traditional software. The community is deeply divided, with bears pointing to the structural shift in enterprise IT budgets as a long-term threat, while bulls are aggressively buying the dip as an overreaction, highlighting the stock's dividend yield and long-term potential in quantum computing.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is experiencing intense volatility and community debate following its recent U.S. ADR debut, with investors closely watching the price divergence between the American listing and its Korean shares. Traders are actively discussing the impact of this new HBM exposure on the broader memory sector, while sentiment remains sharply divided between those betting on long-term AI-driven memory demand and others warning of a potential rug pull or correction.

Celcuity, Inc. operates as a cellular analysis company. The company discovers new cancer sub-types and commercializing diagnostic tests designed to improve the clinical outcomes of cancer patients treated with targeted therapies. The firm's proprietary CELx diagnostic platform is the commercially ready technology that uses a patient's living tumor cells to identify the specific abnormal cellular process driving a patient's cancer and the targeted therapy that treats it. The company was founded by Brian F. Sullivan and Lance G. Laing in January 2012 and is headquartered in Minneapolis, MN.

Celcuity Inc

Celcuity is trending following the FDA approval of its breast cancer therapy, Revtorpyk, which has transitioned the company into a commercial-stage organization. The community is actively debating the stock's future trajectory, with many discussing the potential for a buyout, high short interest, and the significance of the drug's strong clinical data in the competitive oncology market.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing intense selling pressure and high volatility as investors weigh concerns over debt levels and capital expenditures against the company's massive AI-driven backlog. The community remains deeply divided, with some traders panicking over technical breakdowns and credit rating risks while others aggressively accumulate shares, viewing the current price action as an irrational disconnect from the company's long-term cloud infrastructure potential.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

Cleanspark Inc. is currently capturing investor interest as the market closely monitors its transition toward high-performance computing infrastructure and the potential for large-scale data center contracts, despite near-term pressure from broader sector volatility and skepticism regarding the timing of these deals. Community discussions remain polarized, with many retail investors focused on the stock's significant short interest and the anticipation of a major institutional partnership, while others express frustration over recent price performance and management's communication strategy.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending as investors digest a high-profile long position disclosure from Michael Burry, which has sparked heated debate within the community regarding the stock's valuation versus its role in an increasingly competitive sports betting and prediction market landscape. While some investors view the recent World Cup betting activity as a potential earnings catalyst, others remain skeptical, citing continued stock price stagnation and broader concerns over regulatory headwinds in the sector.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as investors weigh institutional accumulation by major firms like Citadel against the volatility inherent in the AI infrastructure sector. Community discourse is currently split between optimism over the company's production roadmap and 10x capacity expansion, and frustration over the stock's recent price decline and the lack of immediate, high-impact revenue catalysts.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is facing intense volatility as the market digests Federal Reserve Chair Kevin Warsh's first major policy stance, which notably avoids immediate rate hikes despite establishing task forces to combat persistent inflation. Community sentiment remains cautious as traders weigh geopolitical tensions, shifting energy prices, and concerns over whether current economic data accurately reflects the underlying inflationary pressure.

Polestar Automotive Holding UK Plc is the Swedish electric performance car brand that engages in the research, development, marketing, commercialization, and sales of battery electric vehicles and related technology solutions. It offers Polestar 2 (PS2), a premium fast-back sedan, the Polestar 3 (PS3), a luxury aero sport-utility vehicle, the Polestar 4 (PS4), a premium sport utility vehicle, the Polestar 5 (PS5), a luxury sport grand-touring sedan, and the Polestar 6 (PS6), a luxury roadster. The company was founded on September 15, 2021 and is headquartered in Gothenburg, Sweden.

Polestar Automotive Holding UK PLC - ADR Class A

Polestar Automotive Holding UK PLC

Polestar is capturing market attention as it shifts its strategic focus toward Europe and prepares for a significant product offensive, including the upcoming launch of the Polestar 5 and new variants of the Polestar 4. The community remains divided, with some investors focusing on these growth catalysts and recent debt-to-equity conversions to improve liquidity, while others voice concerns over the brand's path to profitability and its decision to exit the US market due to regulatory challenges.

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ReNew Energy Global Plc is a decarbonization solutions company, which engages in the research and development of renewable energy sources. It operates through the following segments: Wind Power, Solar Power, Hydro Power, and Transmission Line. The Wind Power segment relates to the utility-scale wind energy projects in India. The Solar Power segment refers to the utility-scale and distributed solar energy projects in India. The Hydro Power segment focuses on hydro energy projects in India. The Transmission Line segment represents the construction and maintenance of transmission lines. The company was founded by Sumant Sinha and Vaishali Nigam Sinha in 2011 and is headquartered in Gurugram, India.

ReNew Energy Global plc - Ordinary Shares - Class A

Bearish 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$0.12	--	--	N/A
Q4 '25	-$0.15	--	--	N/A
Q3 '25	-$0.10	-$0.00	98.41%	BEAT
Q2 '25	$0.16	$0.14	-11.80%	MISSED
Q1 '25	$0.13	$0.15	14.92%	BEAT

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RNWReNew Energy Global plc - Ordinary Shares - Class A

Upcoming Earnings: Q1 '26

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