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HIVE Digital Technologies Ltd. engages in building a bridge between the digital currency and blockchain sector and traditional capital markets. The firm operates data centers for computing and mining cryptocurrencies, including Bitcoin and other coins. It owns and operates green energy-powered data center facilities in Canada, Sweden, and Iceland. The company was founded on June 24, 1987 and is headquartered in San Antonio, TX.

HIVE Digital Technologies Ltd.

HIVE Digital Technologies Ltd

HIVE Digital Technologies is generating significant investor interest following the validation of its Paraguay AI infrastructure by a Columbia University study and ongoing discussions regarding its strategic expansion into sovereign AI data centers. The community is actively debating the stock's valuation as it pivots from traditional mining to high-performance computing, with many users focusing on the long-term potential of its upcoming data center projects in Canada and Sweden.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as investors contrast its massive operational scale and AI infrastructure buildout against the rapid, hype-driven valuation of recently IPO'd SpaceX. While community members debate whether Amazon is currently undervalued given its consistent profit growth compared to newer AI and space sector competitors, others remain focused on technical levels and upcoming catalysts like the AWS Summit and Prime Day.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is experiencing a period of intense volatility and bearish sentiment, with investors expressing frustration over recent price declines and a perceived lack of clear strategic direction from management. The community is actively debating the stock's support levels, the effectiveness of potential share buybacks, and its long-term viability as the platform navigates increased competition and shifting content trends.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending as investors eagerly anticipate the release of Phase 3 VELA study results, with the community actively discussing the potential for best-in-class efficacy and a significant M&A catalyst. Discussion is centered on the drug's long-term durability and the strategic importance of the upcoming adolescent data, fueling speculation about a major valuation rerating.

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 trending as investors react to the company's aggressive infrastructure expansion and increasing capital expenditures toward AI data centers, while community discourse remains divided between those capitalizing on the dip and others concerned about long-term margins. The conversation is further fueled by Alphabet's strategic equity stakes in high-profile ventures and ongoing speculation regarding its role in the competitive AI landscape.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is trending as investors debate the company's aggressive pivot toward AI and high-performance computing infrastructure, with the community actively speculating on the timing of potential hyperscaler tenant agreements. While sentiment remains sharply divided between those betting on long-term institutional value and those frustrated by recent price volatility and management's leadership, trading volume remains elevated as participants react to broader sector shifts and Bitcoin's influence on mining profitability.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is facing intensified scrutiny as investors question the sustainability of massive AI capital expenditures and recent equity offerings, even as its partnerships with SpaceX and integrated AI infrastructure drive significant long-term interest. The community remains deeply divided, with some traders expressing frustration over recent price volatility while others highlight Alphabets essential role in the evolving AI ecosystem as a core long-term opportunity.

Keel Infrastructure Corp. engages in building artificial intelligence focused data centers and energy assets. It focuses on infrastructure and energy required to support high-performance computing and artificial intelligence workloads. The company was founded on April 1, 2026 and is headquartered in New York, NY.

Keel Infrastructure Corp.

Keel Infrastructure Corp

Keel Infrastructure Corp is trending as investors bet on the company's pivot from crypto mining to high-demand AI and HPC data center infrastructure, fueled by recent FERC grid connectivity mandates and anticipation of upcoming lease contracts. The community is actively discussing the stock's upward momentum, potential Russell 3000 index inclusion, and the impact of institutional positioning on future price action.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is experiencing a significant surge and high investor interest following the announcement of positive Phase 3 topline results for its DT120 treatment in major depressive disorder. The community is actively debating the company's valuation and long-term potential, with bulls citing robust clinical data and upcoming catalysts, while skeptics focus on concerns regarding cash burn, potential share dilution, and the competitive landscape for psychedelic therapies.

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 seeing heavy volume and a significant rebound as investors pivot focus from recent dilution concerns toward strong AI infrastructure demand, including a new blueprint for Nvidia's Vera Rubin systems. The stock remains a battleground as the community debates whether the influx of institutional buying signals a long-term bottom or continues to face volatility from retail skepticism.

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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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