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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 a massive backlog exceeding $60 billion and a significant improvement in gross margins, sparking intense community discussion regarding a potential short squeeze. Investors are debating whether this massive order volume and margin expansion signal a fundamental re-rating for the stock, while others urge caution due to the company's past volatility and ongoing investigations.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors weigh strong long-term growth catalysts, such as its AI-RAN partnership with NVIDIA, against a significant technical pullback ahead of the company's upcoming earnings report. The community remains deeply polarized, with some seeing the current decline as a prime accumulation opportunity while others express frustration over the stock's recent volatility and inability to sustain gains on positive news.

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 seeing intense trading volume and bullish sentiment following a new $6.9 million counter-drone contract from the Australian Department of Defence. Investors are actively discussing the potential for a short squeeze, citing high short interest and institutional accumulation as catalysts for a potential rebound ahead of the upcoming earnings release.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently in the spotlight after securing a significant $266 million U.S. Air Force contract for suborbital launch services, which has triggered optimism about its expanding defense pipeline. Investors are actively discussing the stock's potential for a technical rebound while weighing the impact of its long-term growth initiatives, including the Iridium acquisition and upcoming Neutron rocket development.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is currently trending as investors weigh its potential to power AI data centers against a significant pullback, with active community discussion centering on upcoming criticality milestones and its inclusion in new federal efforts to accelerate advanced nuclear reactor deployment. Traders are closely monitoring the stock's support levels as they analyze the long-term infrastructure potential of nuclear energy amid the surging power demand of the AI sector.

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 of a major expanded partnership with Microsoft Azure, which will deploy the company's new Helios rack-scale AI systems. Community sentiment is largely bullish, with active discussions focusing on the competitive impact of the deal against Nvidia, the broader implications for data center infrastructure, and anticipation for upcoming product roadmap updates.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending amid intense community debate over the ongoing military conflict in Iran, including concerns regarding defense spending, regional instability, and the administration's policy decisions. Investors and participants are actively parsing conflicting reports on military progress and tariff announcements, while social media discourse remains heavily polarized between supporters and critics of the company's association with political rhetoric.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is experiencing significant volatility and downward pressure as shareholders debate whether current price levels offer a generational buying opportunity or signal a broader loss of momentum. The community is actively discussing the stock's massive short interest, institutional manipulation, and the potential impact of international distribution challenges versus long-term growth expectations.

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 investor attention as the company navigates a flurry of new commercial and defense orders against a backdrop of ongoing production and delivery scrutiny. While long-term bulls point to a robust backlog and defense modernization as catalysts for growth, the community remains divided and active, frequently debating the impact of production pace, regulatory hurdles, and management communication on the stock's recent volatility.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is currently a major focus for investors due to its role as a key player in the AI infrastructure supply chain, with many community members highlighting its server backlog and enterprise demand as primary catalysts. While some investors remain bullish on the long-term growth of AI hardware, others are actively debating whether current valuation levels accurately reflect the company's AI transition or if technical volatility warrants a more cautious approach.

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Healthcare Merger Corp. is a blank check company, which targets healthcare industry. The company is headquartered in New York, NY.

SOC Telemed Inc - Ordinary Shares - Class A

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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TLMDSOC Telemed Inc - Ordinary Shares - Class A

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