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Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is rallying as investor confidence grows following stronger-than-expected production and delivery figures, alongside an upward revision to full-year guidance. The community is actively debating the stock's potential for a short squeeze, fueled by high short interest and enthusiasm for the recently launched R2 platform's widespread demand.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending as investors debate the balance between its rapid member growth and the stock's persistent volatility, with the community closely tracking institutional accumulation by firms like ARK Invest. Traders are currently focused on whether the stock can break out of its long-standing trading range, citing a potential shift in sentiment toward its fintech platform narrative as a primary catalyst.

Groupon, Inc. engages in the global scaled two-sided marketplace that connects consumers to merchants. It operates through the North America and International geographical segments. The company was founded by Andrew D. Mason, Eric Paul Lefkofsky, and Bradley A. Keywell in October 2008 and is headquartered in Chicago, IL.

Groupon Inc

Groupon Inc. (GRPN) is trending as investors bet on a potential short squeeze, fueled by high short interest, a shrinking tradable float due to active share buybacks, and optimistic discussions regarding a business pivot toward AI integration. The community is closely watching key technical breakout levels and the upcoming FINRA short interest data, with many comparing the setup to previous parabolic short squeeze events.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is currently trending as shareholders weigh the impact of recent expansion milestones and analyst coverage against the stock's persistent price stagnation on the OTC market. While the community remains divided over the timing of a potential Nasdaq relisting, intense discussion centers on whether the company's aggressive global store rollout and share buyback program will eventually unlock value or continue to be hampered by broader geopolitical concerns and structural market headwinds.

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 is trending as investors weigh its pivot toward high-performance computing and AI infrastructure against broader volatility in the cryptocurrency mining sector. Community discussion is heavily divided between those bullish on potential hyperscaler partnerships and critics concerned about executive compensation, lack of confirmed deals, and the stock's sensitivity to Bitcoin's price fluctuations.

UNI is the governance token for Uniswap, an Automated Market Marker DEX on the Ethereum blockchain. The UNI token allows token holders to participate in the governance of the protocol. Key decisions such as usage of the treasury or future upgrades can be decided through a governance vote.

UniSwap

Uniswap is trending as community members closely monitor a governance proposal to activate the protocol's fee switch, which could redirect trading revenue to token holders and implement a significant token burn. Traders are actively debating the potential for this mechanism to improve long-term tokenomics while analyzing technical indicators and recent volume shifts to determine if a sustained price reversal is underway.

Sui s a Layer 1 blockchain developed by Mysten Labs, a team founded by former lead engineers from Meta’s blockchain research division. It is designed for global adoption by providing a secure, high-speed environment for digital asset ownership and removing technical barriers for Web3 applications. The platform utilizes the Move programming language to create a safe framework and supports horizontal scaling to keep fees stable and speeds high as the network grows. Significant institutional support comes from major venture capital firms including Andreessen Horowitz, Coinbase Ventures, Circle Ventures, and YZi Labs.  The system functions by organizing data into independent objects rather than a single ledger of accounts. This object-centric data model enables parallel execution, allowing the network to process many transactions simultaneously instead of waiting for one to finish before starting the next. This architecture is built for rapid transaction finalization to ensure near-instant results. To maintain long-term stability, the network collects fees into a storage fund that rewards validators for keeping data on the network indefinitely.  Sui offers several advanced tools including zkLogin for easier account access and sponsored transactions that allow users to interact with apps without managing complex wallets or immediate fees. Developers can also create tailored object types that work across the entire network, which encourages innovation and deep composability. These features are designed to create a more user-friendly experience for interacting with decentralized applications and digital games.  The SUI token is central to the ecosystem, serving as the primary asset for transaction fees and on-chain utility within decentralized exchanges and lending platforms. Users participate in a proof-of-stake mechanism by locking their tokens to support validators and secure the blockchain in exchange for rewards. Additionally, token holders have a role in governance, allowing them to participate in voting on network rules and future protocol upgrades. Value moves through the system through these staking rewards and transaction fees to ensure the platform scales sustainably

SUI is generating significant community conversation as traders weigh the potential for a technical breakout against persistent skepticism regarding its tokenomics and network reliability. While some investors are actively accumulating on recent dips, others remain cautious, highlighting recent infrastructure outages and ongoing debates about the project's long-term utility.

Tidal Trust II - Defiance Daily Target 2x Long SMCI ETF

Defiance Daily Target 2X Long SMCI ETF

SMCX is experiencing intense volatility and community concern following legal indictments involving Super Micro Computer, leading to significant downward pressure on the leveraged ETF. Investors are actively debating the viability of holding through high decay and recent reverse splits, while some traders view the current price drop as an aggressive accumulation opportunity.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending as investors react to the company's recent FDA approval for its tumor-only genomic diagnostic test, a milestone that strengthens its competitive position in precision oncology. Community discussion remains polarized, with many users debating whether the stock's significant short interest and volatile price action indicate a potential squeeze opportunity or ongoing downward pressure.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is facing significant investor frustration and downward pressure as shareholders express disappointment over the lack of communication regarding infrastructure progress, specifically at the Helios data center. While the community is closely watching for a potential tenant announcement tied to July milestones and the broader expansion of their AI data center footprint, negative sentiment is currently being fueled by the stock's recent underperformance relative to its peers and perceived delays in management transparency.

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Dell's ISG Growth Reflects AI Infrastructure Dominance: What's Ahead?

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$100 Invested In Super Micro Computer 15 Years Ago Would Be Worth This Much Today

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What's Going on With Super Micro Computer Stock Thursday?

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SMCI Stock Rises Premarket: Four Taiwan Staff Detained In Illegal Nvidia Chip Export Case

Equity

Taiwanese prosecutors launched the first phase of the investigation in the case in May.


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Stocktwits data showed retail sentiment around SPY and QQQ is ‘bullish.’


Super Micro Stock Falls After Taiwan Detains Employees in Nvidia Chip Smuggling Probe

Super Micro Computer shares are trading lower Wednesday after Bloomberg reported that Taiwanese prosecutors detained two Super Micro employees following a raid of the company's local offices earlier this week tied to an alleged Nvidia Corp chip-smuggling probe.read more...

Should You Buy, Sell, or Hold VRT Stock at Its Price/Book of 27.78X?

Vertiv trades at a premium price/book, but AI-driven demand, acquisitions, and NVIDIA collaboration are fueling growth and supporting its outlook.


The Most In-Demand Commodity in the $3 Trillion AI Buildout

FN Media Group Presents Oilprice.com Market Commentary   New York, NY – July 1, 2026 – Forget the chips. Forget the code. The most expensive, in-demand commodity in the entire $3-trillion AI revolution is not a patented algorithm or a new Nvidia GPU. It’s power. Specifically, a secure, high-voltage connection to the electrical grid that […]
The post The Most In-Demand Commodity in the $3 Trillion AI Buildout appeared first on Financial News Media.

Here We Go Again: Taiwan Raids Super Micro In AI Chip Probe

Here We Go Again: Taiwan Raids Super Micro In AI Chip Probe

 Taiwan has intensified its efforts to stop advanced AI hardware from reaching China, carrying out raids at the local offices of Super Micro Computer and several businesses connected to an investigation into the movement of...

VRT Boosts Data Center Portfolio Through Acquisitions: What's Ahead?

Vertiv expands its data center portfolio through acquisitions that boosted first-quarter revenues and enhanced thermal and liquid-cooling capabilities.


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

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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Stocktwits Polls

Bulls argue the massive AI order pipeline and liquid-cooling leadership validate the long-term potential despite recent price volatility.

Investors are closely watching ongoing ATM share offerings and potential impacts on EPS while growth initiatives require significant capital.

Traders are clashing over recycled headlines and legal investigations, with many dismissing them as short-seller noise rather than systemic fraud.

Some traders view the current double-digit percentage pullback from recent highs as a lucrative entry point for a potential rebound.

Aggressive call buying activity suggests some market participants are betting on a recovery in the weeks ahead despite heavy bearish sentiment.

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