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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 after a preliminary update revealed that quarterly gross margins nearly doubled to 15-17% and record new orders topped 60 billion, fueling intense community speculation about an impending short squeeze. Investors are aggressively debating the sustainability of these margins and the massive backlog, with many optimistic that these results represent a pivotal shift in the company's valuation.

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 A

Alphabet Inc Class A

Alphabet is facing a significant sell-off following reports that the Gemini 3.5 Pro model launch has been delayed due to coding performance shortfalls. The community is actively debating whether this is a temporary execution setback for a dominant AI infrastructure leader or a structural sign that Google is losing its competitive edge in the frontier model race.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending due to the announcement that Microsoft Azure will deploy its Helios AI rack-scale systems for large-scale model inference, intensifying competition in the data center hardware space. Community discourse remains divided between strong optimism regarding the company's expanding hyperscaler partnerships and skepticism from bears who point to potential overvaluation and earnings volatility ahead of the company's upcoming AI event.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is generating significant buzz as traders closely monitor a steady ramp-up in aircraft deliveries and major order wins, all while debating the stock's long-term valuation against its recent price volatility. Community sentiment remains polarized, with many investors aggressively buying the dip in anticipation of an earnings-driven breakout, while others voice deep frustration over persistent execution headwinds and recent media-driven selling pressure.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is currently experiencing extreme volatility as traders weigh heavy selling pressure against active short-covering and speculative buying ahead of a critical earnings week. The community remains deeply divided, with many debating whether the current price action represents a capitulation event or a temporary bounce within a broader bearish trend.

JetBlue Airways Corp. engages in the provision of air transportation services. Its brands include jetBlue, jetBlue Vacations, Paisly, and TrueBlue. It operates through the following geographic segments: Domestic and Canada, Caribbean and Latin America, and Atlantic. The company was founded by David Gary Neeleman in August 1998 and is headquartered in Long Island City, NY.

Jetblue Airways Corp

JetBlue is trending following reports that the airline has engaged advisers to explore a potential sale or merger, fueling investor speculation about a possible acquisition by major carriers like United Airlines. The community is actively debating whether the airline's recent aggressive capacity adjustments and route network changes make it an attractive target or if its significant debt load and fuel cost pressures will continue to weigh on the share price.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is currently in the spotlight as investors weigh its aggressive pivot into 'Physical AI'including humanoid robotics and robotaxisagainst its core EV business. While the stock has seen volatility following recent earnings and mixed delivery sentiment, the community is debating whether the company will be re-rated as a technology and robotics platform rather than a traditional automaker.

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 rallying following the announcement of $2.8 billion in new AI cloud contracts and an upward revision to its annualized revenue targets, fueling massive volume and bullish sentiment. The community is actively debating the stock's long-term potential as an AI infrastructure leader while closely watching for the upcoming handover of its data center capacity to major hyperscalers.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony (UAMY) is trending following the wet commissioning of its Montana flotation mill and upcoming site visits from state leadership, fueling community discussion around its status as a key domestic critical mineral supplier. While investors are actively debating the stock's volatility and its strategic importance to defense supply chains, the community is focused on the tension between strong fundamental catalysts and persistent downward price pressure.

Iovance Biotherapeutics, Inc. is a biopharmaceutical company, which engages in the development and commercialization of cell therapies as novel cancer immunotherapy products. Its lead product candidate, LN-144 for metastatic melanoma, is an autologous adoptive cell therapy utilizing tumor-infiltrating lymphocytes (TIL), which are T cells derived from patients' tumors. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance Biotherapeutics is trending as investors show renewed bullish sentiment, driven by massive trading volume and speculation regarding a potential breakout above the $5 price level that could attract broader institutional interest. The community is focused on the company's progress with Amtagvi commercialization, anticipated Q2 earnings, and the significant long-term potential of the NSCLC pipeline, while many retail holders are positioning for a possible short squeeze as the stock grinds higher.

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HCL Tech upgraded as growth outlook lift outweighs margin woes

Investing.com -- HCL Tech raised its revenue growth guidance for the fiscal year on confidence in client demand despite a weaker first-quarter profit. Jefferies upgraded the stock to Buy on expectations of stronger long-term momentum.The IT services firm now expects constant-currency revenue to grow between 3% and 5% in 2026, the highest outlook among India’s top five software exporters. But the company also trimmed its margin forecast by a full percentage point, to 17–18%, after a steeper-than-expected decline in profitability.

Could software act as a surprise safe haven in the tariff wars?

Investing.com -- The latest wave of U.S. tariffs rattled markets, hitting software stocks with declines ranging from low single digits to more than 10% in smaller-cap names. But according to Bernstein, the reaction may be more panic than substance.

US reciprocal tariffs weigh on India, analysts say

Investing.com -- U.S. President Trump’s sweeping move to impose reciprocal tariffs on all trading partners, with India facing a 27% duty on its exports, has prompted a mixed reaction from market strategists, who see both insulation and emerging risks for the South Asian economy.

India-US trade talks aim to reduce reciprocal tariff risks

Investing.com -- India and the United States are in advanced talks to address tariff imbalances, potentially reducing the threat of reciprocal tariffs on Indian imports, which have been a growing concern amid escalating trade tensions.

DeepSeek AI breakthrough to benefit Indian IT stocks, Bernstein says

Investing.com -- Bernstein said Indian IT firms such as  Infosys  Ltd (NSE:INFY) and  Tata Consultancy Services  Ltd. (NSE:TCS) stand to benefit as the launch of DeepSeek’s generative AI models lowers inference costs, accelerating enterprise adoption.

The Container Store Group, Inc. is a holding company, which engages in the retail of storage and organization products and solutions. It operates through The Container Store and Elfa segments. The Container Store segment focuses on retail stores, website and call centers, as well as the installation and organizational services business. The Elfa segment includes the design and manufacture of component-based shelving and drawer systems and made-to-measure sliding doors. The company was founded in 1978 and is headquartered in Coppell, TX.

Container Store Group Inc

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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