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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 buzz as it approaches a pivotal earnings release, with investors closely watching for guidance updates following recent sector-wide infrastructure funding news. The community remains deeply divided, with bulls anticipating a short squeeze against vocal skeptics, while others express caution regarding potential volatility and the broader AI cloud spending cycle.

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

CoreWeave is trending after reporting a revenue beat and a massive $104 billion backlog, fueling significant after-hours gains and intense debate over its debt-heavy AI infrastructure model. Investors and the community are actively weighing the company's accelerating demand against its substantial capital expenditure, with some traders bracing for a short squeeze while others remain skeptical of the long-term profitability.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike stock is facing significant volatility as investors weigh the company's challenging China market turnaround strategy against broader athletic sector weakness driven by disappointing earnings from peers. Community sentiment remains deeply polarized, with many investors debating whether the current price represents a long-term value opportunity or if the stock is a persistent 'value trap' due to ongoing management and competitive headwinds.

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 trending after delivering a massive fiscal Q4 earnings beat and issuing FY2027 revenue guidance that significantly topped analyst expectations, fueling intense community debate over its extreme valuation discount versus growth. While bullish investors are calling for a short squeeze and highlighting the company's decision to suspend its ATM program, bears remain skeptical, citing persistent concerns regarding management credibility, unresolved legal investigations, and potential future dilution.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending as investors react to the company's strong fiscal quarter, characterized by revenue and earnings beats and optimistic guidance driven by intense demand for optical networking components in AI data centers. While the community is debating potential stock volatility and the impact of supply chain constraints on laser production, many are highlighting the firm's strategic role in scaling AI infrastructure as a key long-term catalyst.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is seeing strong momentum as investors weigh its role in critical manufacturing for aerospace and defense against heightened short-interest volatility. The community remains focused on the company's production capacity expansion and its strategic positioning as an essential supplier for high-demand, mission-critical applications.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is experiencing significant volatility as investors weigh the company's strong premium growth and record revenue against broader concerns about retail sector headwinds and valuation sensitivity. While the community remains divided over the stock's high P/E ratio and management's guidance, many active traders are focused on the brand's rapid market share gains in Asia and the potential for a technical breakout if the stock can sustain momentum above key resistance levels.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as investors react to a combination of sector-wide tailwinds, including a significant valuation increase for partner Lumilens, and high levels of short interest fueling speculation of a potential squeeze. The community is actively discussing the company's production scaling, the urgency for clearer executive communication, and the strategic importance of its photonic interposer technology within the broader AI infrastructure buildout.

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 attracting significant community attention as it navigates a high-stakes earnings week, fueled by the recent procurement of a strategic defense tender and intensified speculation regarding a potential short squeeze. Investors are actively debating the company's growth trajectory and the impact of its evolving defense sector partnerships while monitoring technical indicators as they anticipate further news flow.

Fortinet, Inc. provides cybersecurity solutions to a variety of businesses, such as enterprises, communication service providers, government organizations, and small to medium-sized businesses. Its product portfolio includes network security, secure access service edge, enterprise networking, security operations, application security, and operational technology. The company was founded by Ken Xie and Michael Xie in November 2000 and is headquartered in Sunnyvale, CA.

Fortinet Inc

Fortinet is trending following a strong quarterly earnings report where the company beat expectations on both top and bottom lines, driven by robust demand for its SASE and security operations platforms. While some investors are debating the company's valuation and guidance, the broader community remains focused on Fortinet's role as a resilient leader in the cybersecurity sector during a time of heightened digital threats.

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Elizabeth Warren Says UnitedHealth, CVS Have Too Much Control Over US HealthcareNow She Wants to Break Up the Vertical Integration

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UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

CNC, UNH, CVS, HUM Stocks Slip After-Hours — Trump Administration Reportedly Seeks To Scrap Subsidies On Certain Medicare Plans

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Bearish 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
Q3 '26	$4.09	--	--	N/A
Q2 '26	$4.91	$6.38	30.01%	BEAT
Q1 '26	$6.58	$7.23	9.95%	BEAT
Q4 '25	$2.11	$2.11	0.19%	BEAT
Q3 '25	$2.80	$2.92	4.46%	BEAT

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