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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

Super Micro Computer is surging following a preliminary update that revealed record-breaking quarterly orders exceeding 60 billion and gross margins nearly doubling previous guidance. The community is actively discussing the potential for a massive short squeeze as investors weigh these strong profitability signals against historical governance concerns and recent volatility.

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

Ondas Inc. is trending as investors react to a significant volume surge and the company securing over $70 million in new defense and autonomous technology contracts. The community is actively discussing the potential for a short squeeze, fueled by high short interest and anticipation surrounding upcoming earnings and defense modernization momentum.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending as investors debate the potential long-term impact of its restrictive search and data licensing strategies against the need for revenue growth. Community sentiment is deeply polarized, with some traders betting on a breakout fueled by AI partnerships, while others express frustration over stock volatility and platform moderation policies.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is facing scrutiny and market volatility due to reported delays in its next-generation Gemini model, fueling community debate about the company's ability to keep pace with rivals in the competitive AI race. Investors are closely watching upcoming earnings for clarity on capital expenditure and whether Google's heavy AI investments are successfully translating into scalable, profitable growth.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is seeing massive, abnormal trading volume and heightened volatility as the community debates the stock's transition toward agentic AI. Investors are closely monitoring the tension between significant institutional accumulation and high short interest, with many hoping that a sustained breakout above key resistance levels could trigger a potential short squeeze.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund is surging as escalating military strikes in the Middle East and threats of a maritime blockade in the Strait of Hormuz ignite supply concerns. Investors are actively debating the potential for long-term geopolitical volatility against the backdrop of an ongoing conflict and reports of tightening global energy inventories.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernova is experiencing significant price volatility following mixed quarterly results, where an earnings miss in the wind segment temporarily overshadowed strong revenue beats and raised full-year guidance. Investors are actively debating whether this pullback is an overreaction to short-term execution hurdles or a necessary correction, with many viewing the company's massive backlog and its critical role in powering the AI infrastructure boom as strong indicators for long-term growth.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T shares are trending following a positive earnings report that highlighted strong subscriber growth in fiber and fixed wireless, helping to alleviate investor concerns regarding long-term competition from satellite services. The community is actively discussing the company's role as foundational infrastructure for AI and the potential impact of its share repurchase program.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Arrowhead Pharmaceuticals is seeing significant market momentum following the release of robust Phase 3 clinical data for its lead drug candidate, plozasiran, which successfully met all primary and secondary endpoints in patients with severe hypertriglyceridemia. Investors and community members are actively discussing the potential for a best-in-class market position and the broader implications for the company's extensive RNAi pipeline as it targets multiple high-value therapeutic indications.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as investors weigh its potential as an AI-driven enterprise workflow leader against broader software sector volatility heading into quarterly results. The community is sharply divided, with bulls pointing to the company's strong competitive moat and AI adoption as a long-term buy opportunity, while skeptics focus on valuation concerns and recent price weakness.

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STR Holdings, Inc. engages in the provision of encapsulants, which is used to protect and preserve the circuit of a solar module. It offers its products under PHOTOCAP brand. The company was founded by John DeBell and Henry Richardson in 1944 and is headquartered in Enfield, CT.

STR Holdings 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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