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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 capturing significant market attention following its historic U.S. ADR debut on the Nasdaq, with investors closely watching its role as a leading provider of high-bandwidth memory for AI infrastructure. The community is actively debating the stock's valuation relative to peers like Micron, while navigating volatility driven by institutional rotation and high demand for AI-linked memory components.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending as institutional investors re-enter the stock, driven by positive analyst sentiment regarding its AI infrastructure dominance and potential for relaxed export controls. Community discussion is heavily focused on long-term AI hardware demand, with many debating the sustainability of current chip valuations versus the durability of the AI expansion cycle.

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 is trending as investors weigh persistent supply chain risks in the Strait of Hormuz against the company's aggressive production growth and strong long-term EBITDA guidance. Community sentiment remains focused on the impact of regional instability on global LNG spot markets and the potential for increased demand as infrastructure projects continue to scale.

Roundhill ETF Trust - Roundhill Memory ETF

Roundhill Memory ETF is facing significant volatility and investor anxiety as market participants debate whether the recent downturn is a temporary rebalancing ahead of the upcoming SK Hynix NASDAQ debut or a sign of a broader cooling in AI-driven memory demand. The community remains deeply divided, with many long-term bulls highlighting the ETF's low forward P/E multiples and essential role in the AI infrastructure stack, while bears point to excessive leverage in the South Korean market and broader profit-taking as signals of a structural trend reversal.

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 experiencing a surge in social sentiment driven by intensifying buyout speculation, particularly involving Merck, as investors look for oncology assets to address looming patent cliffs. While community discourse remains polarized between bullish investors anticipating a massive platform-based acquisition and skeptics questioning trial data and the origin of these rumors, the stock has trended due to significant institutional accumulation and the upcoming unblinding of trial milestones.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Merck & Co. is currently trending as speculation intensifies regarding potential biotech acquisitions, specifically involving Sellas Life Sciences, to bolster its oncology pipeline ahead of the looming Keytruda patent cliff. The community is actively debating the likelihood of a buyout and the valuation of innovative oncology platforms, with some investors highlighting the potential for these assets to secure long-term market dominance.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple shares are trending as investors digest the company's high-profile trade secret lawsuit against OpenAI and a multi-billion dollar chip manufacturing expansion with Broadcom. The community is actively debating whether these developments solidify Apple's long-term competitive moat in on-device AI or indicate potential vulnerability in its hardware innovation cycle.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is facing intense downward pressure driven by a broader correction in the space sector and community frustration over persistent dilution. Investors are locked in a heated debate between those calling it a deep-value opportunity based on long-term government contracts and those skeptical of its sustained underperformance.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegian Cruise Line Holdings is experiencing significant volatility driven by intense geopolitical tensions in the Middle East and fluctuating oil prices, prompting active debate among the community regarding whether the stock is a long-term value opportunity or a target for algorithmic manipulation. Investors are closely monitoring insider buying activity and shifting analyst price targets while navigating uncertainty surrounding potential conflict escalations and the stock's ability to maintain upward momentum.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing intense community engagement as investors debate its valuation amid massive short interest, with many focused on the upcoming Microsoft data center handoff as a critical execution milestone. The community remains polarized, weighing the long-term potential of the AI infrastructure pivot against concerns over share dilution and management's compensation structure.

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Galaxy Digital Executives Calls GLXY Stock Undervalued, Pointing To $65M Buyback And Helios Power Ramp

Equity

CEO Mike Novogratz said passage of the CLARITY Act could drive a wave of traditional-finance participation in crypto markets.

Why GPUS Stock Is Rallying: Hyperscale Data Lands Up To $3 Billion AI Infrastructure Deal

The signed deal marks a turning point for the company, shifting its Michigan campus away from Bitcoin mining toward AI computing.


Bitcoin Price Outlook: Why BTC Is Struggling Under The New Fed Regime

Cryptocurrency

A hawkish hold from new Fed Chair Kevin Warsh has left Bitcoin trailing stocks and gold in freefall. Wall Street is split on whether the largest cryptocurrency will rebound or bleed further.


Exclusive: Sharplink CEO Says Ethereum's Quantum And Cultural Edge Over Bitcoin Is The Moat Rivals 'Cannot Fork'

Sharplink CEO Chalom explained that Ethereum's edge is cultural and can't be copied.


Another Bitcoin Miner Is Pivoting Fully To AI: Hyperscale Data Sees $2.5 Billion Opportunity In Michigan Campus

Hyperscale Data's Alliance Cloud Services nears a one billion dollar AI deal that would end Bitcoin mining at its Michigan campus.

Galaxy CEO Sees The AI Wealth Boom In A Knicks Crowd — Says Crypto Interest Has Dried Up

Galaxy has been moving from Bitcoin mining to AI infrastructure, with a 1.6-gigawatt Texas data-center project underway.

Bitcoin Treasury Bet Sends GPUS Stock Higher Pre-Market – Hyperscale Data Unveils Buyback Plan

Hyperscale Data disclosed nearly 700 Bitcoin on its balance sheet and announced a $5 million buyback offer.

GEMI Stock Nears 90% Drop Since IPO — Citi Cuts Price Target Amid Lawsuit, Financial Strain, Founder Bailout Talk

GEMI’s stock is down 56% this year and remains more than 88% below its IPO debut high of $45.89 in September last year.

Best-Performing ETFs of Last Week

Despite the U.S. govt shutdown, ETFs like MSOS, WEED, HOOW, HYDR, BKCH & SATO surged last week, driven by rallies in cannabis, hydrogen & crypto.

Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF

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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