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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 Corp (SNDK) is experiencing extreme volatility as investors debate whether the recent surge is a sustainable AI-driven super-cycle or an overextended bubble vulnerable to a sharp correction. The community remains deeply divided, with bulls pointing to severe supply shortages and persistent demand while bears emphasize technical exhaustion and potential contagion from broader semiconductor sector weakness.

Carnival Corp. Ltd. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corporation Ltd.

Carnival Corp

Carnival Corp is seeing significant volatility as investors weigh record-breaking revenue and booking demand against the macro pressures of fuel costs and geopolitical tensions in the Middle East. The community is actively debating the stock's long-term potential, with many traders looking past short-term price swings and oil-related dips to focus on share buybacks and robust future sailings.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is gaining attention as investors weigh its potential to challenge industry giants in the obesity drug market, with the community closely tracking the upcoming Phase 1 maintenance data as a key catalyst. Discussion remains highly focused on the company's prospects for a partnership or buyout, as traders monitor leadership changes and pipeline progress against the backdrop of broad sector rotations into biotech.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendys is trending as investors weigh a potential take-private bid against ongoing operational turnarounds led by new leadership. The stock is drawing heavy discussion around its high dividend yield, significant short interest, and the strategic expansion of its footprint in China, with many in the community debating whether the current low valuation creates a prime setup for an acquisition.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is trending as investors react to a new Executive Order prioritizing quantum technology, with the company's CEO joining industry leaders at the White House for the initiative's signing. The community is actively discussing the company's strategic alignment with national security and space exploration contracts, leading to significant volume and widespread speculation about future growth.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is generating significant market interest as it prepares to join the Nasdaq-100, a move expected to trigger forced buying from institutional index funds. The stock continues to show resilience as investors weigh its aggressive growth in AI infrastructure against skepticism regarding its long-term profitability and valuation compared to peers.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global Holdings is trending as investors digest the impact of a strategic partnership with Palantir, while the community actively debates whether the stock is primed for a breakout or vulnerable to broader software sector volatility. Bulls are focused on Zeta's shift toward enterprise AI infrastructure and strong revenue growth, using dips as accumulation opportunities, while skeptics remain focused on technical resistance levels and sector-wide sentiment.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is under significant downward pressure as a sharp sell-off in South Korean markets, triggered by regional chipmaker volatility, spills over into semiconductor stocks. Investors are currently weighing this broader sector contagion against anticipation for upcoming earnings, leading to intense community debate over whether the dip represents a buying opportunity or the beginning of a larger correction.

Roundhill ETF Trust - Roundhill Memory ETF

DRAM is trending as investors aggressively rotate capital into memory and storage infrastructure, viewing them as essential bottlenecks in the expanding AI supply chain rather than traditional cyclical commodities. The community is focused on the strong momentum of major players like SK Hynix and Micron, with many highlighting the massive structural demand driven by long-term hyperscaler agreements and artificial intelligence buildouts.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm, through its storage cloud platform, provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng and Brian Wilson in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is gaining momentum as investors eye its strategic data storage agreement with CoreWeave, which has fueled optimism about the company's role as an emerging cloud infrastructure contender. The community is actively debating the stock's potential for a significant re-rating, focusing on technical breakout levels and the long-term impact of its expanding AI-related partnerships.

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MRVL Stock Rises Premarket: Marvell Ships Over 5M Photonic Chips Ahead Of S&P 500 Entry

Equity

The company and Tower Semiconductor have shipped photonic integrated circuits to Marvell’s customers.

US Futures, Global Stocks Surge, Oil Tumbles On Iran Deal

US Futures, Global Stocks Surge, Oil Tumbles On Iran Deal

 Global markets soared in a risk-on rally following the announcement of a US-Iran deal Sunday night. Stocks and bonds rallied while oil tumbled to a three-month low after the?US and Iran said they have reached an interim...

Stock Market Today: S&P 500, Dow Futures Gain As Trump Announces Deal With IranSpaceX, Tower Semiconductor, Micron In Focus

U.S. stock futures advanced on Monday, as the Nasdaq 100, S&P 500, and the Dow Jones indices rose, following Friday's higher close.read more...

Why Tower Semiconductor Shares Are Trading Higher By Around 5%; Here Are 20 Stocks Moving Premarket

Tower Semiconductor (TSEM) jumped 4.7% in pre-market trading after announcing a multi-year supply agreement and resolving IP disputes. Other gainers include VS Media Holdings (VSME), Freecast Inc (CAST), and Cosmos Health Inc (COSM).read more...

Why Tower Semiconductor Soared in May

Key PointsTower Semi delivered a beat-and-raise quarter...

Tower Semiconductor Ltd. (TSEM): Leopold Aschenbrenner Is Bearish on This Company

Tower Semiconductor Ltd. (TSEM): Leopold Aschenbrenner Is Bearish on This Company...

Is Tower Semiconductor Ltd. (TSEM) a Top Semiconductor Growth Stock After $1.3B Silicon Photonics Agreements?

Is Tower Semiconductor Ltd. (TSEM) a Top Semiconductor Growth Stock After $1.3B Silicon Photonics Agreements...

Tower Semiconductor (TSEM): The Best High Return Semiconductor Stock to Buy Now

Tower Semiconductor (TSEM): The Best High Return Semiconductor Stock to Buy Now...

Tower Semiconductor (TSEM) Signs $1.3B Silicon Photonics Customer Contracts for 2027 Revenue

Tower Semiconductor (TSEM) Signs $1.3B Silicon Photonics Customer Contracts for 2027 Revenue...

Rocket Lab, Tower Semiconductor, And Palo Alto Are Among Top 10 Large-Cap Gainers Last Week (May 11-May 15): Are the Others in Your Portfolio?

AI, semiconductor and digital infrastructure names led last week's large-cap gainers as strong earnings, upbeat guidance and analyst optimism fueled broad investor momentum.read more...

Tower Semiconductor Ltd. engages in providing semiconductor solutions. It also offers technology and manufacturing platforms for integrated circuits (ICs) in growing markets such as consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense. It focuses on creating positive and sustainable impact on the world through long term partnerships and its advanced and innovative analog technology offering, comprised of a broad range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, integrated power management (BCD and 700V), and MEMS. Its designs enable a quick and accurate design cycle as well as process transfer services including development, transfer, and optimization, to IDMs and fabless companies. The company was founded in 1993 and is headquartered in Migdal Haemek, Israel.

Tower Semiconductor Ltd.

Bullish 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.76	--	--	N/A
Q1 '26	$0.56	$0.65	15.56%	BEAT
Q4 '25	$0.68	$0.78	14.37%	BEAT
Q3 '25	$0.54	$0.55	1.21%	BEAT
Q2 '25	$0.45	$0.50	10.43%	BEAT

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Upcoming Earnings: Q2 '26

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