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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

AMDs sharp rally to record highs and a trillion-dollar valuation has fueled debate over whether AI-compute and CPU demand can justify further gains or whether the stock is overextended. Bulls point to agentic-AI demand and chip momentum, while bears cite valuation, profit-taking, and rising yields as risks for a pullback.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

An Edgewater Research warning that AppLovins MAX ad platform may be nearing a growth ceiling, with competition pressuring revenue spreads, has fueled selling and debate over whether growth is stalling. Many traders dismiss the note and view the pullback as a buying opportunity, while others point to Citis reported e-commerce client expansion as a counterpoint to the bearish outlook.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is drawing attention for a pullback after a sharp AI-memory-led rally, with traders linking the weakness to profit-taking and a sell-the-news reaction around its S&P 100 inclusion. Bulls still point to AI-driven NAND demand and a bullish analyst initiation, while bears argue the rally has stretched the valuation and may reverse.

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Rising Treasury yields and inflation concerns are weighing on SPY, with traders focused on the risk of further Fed tightening after stronger economic data; higher oil prices and Iran-related uncertainty add to the worries. The community is divided between bears warning of more downside and bulls viewing the pullback as buyable or expecting a rebound.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Connects Muse AI agent and new smart-glasses and VR products are driving attention, with bullish traders focused on AI adoption and Metas reach while skeptics question monetization, privacy, and whether the launches justify the recent run. The event has also fueled a sell-the-news debate over the stocks volatile reaction.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Rising Treasury yields, fueled by stronger economic data and concerns about further Fed tightening, are pressuring QQQs growth-heavy holdings; higher oil prices and Iran-related uncertainty add to the risk-off discussion. Traders are divided between expecting more downside and arguing that dip-buying and tech resilience could support a rebound despite the rate headwind.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

An upcoming lockup release and a disclosed planned share sale by SpaceX COO Gwynne Shotwell are fueling concerns about added supply. Traders are split between viewing the pressure as a buying opportunity and arguing that the stocks valuation leaves it vulnerable to further declines.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves convertible-note financing and potential share issuance are driving debate over whether the capital will support AI infrastructure expansion or add to leverage and dilution risks. Traders are weighing those concerns against strong AI-compute demand and the companys backlog, with sharply divided views and volatile sentiment.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is drawing attention after CEO Sebastian Siemiatkowski disclosed a substantial share purchase, following a post-earnings selloff tied to reduced guidance and weakness in Germany. Bulls see the purchase and Apple device-financing partnership as confidence and growth signals, while skeptics remain focused on the outlook cut and weak share performance.

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

Supermicros announcement that it has begun shipping Nvidia Vera Rubin NVL72 AI racks is the main catalyst, reinforcing optimism about its role in data-center infrastructure. Traders are split between expecting a breakout and short squeeze and questioning why the positive news has not driven a stronger move, with broader-market weakness and persistent trading-range resistance cited as headwinds.

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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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