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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 trending as investor focus shifts to its massive growth in HBM demand and a new strategic partnership with Anthropic, driving high-conviction institutional positioning ahead of upcoming earnings. While bullish sentiment centers on the stock acting as a core AI infrastructure play, some community members are actively debating the sustainability of these gains and watching for potential volatility around earnings-related profit-taking.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently facing intense selling pressure and testing critical support levels as the market digests broader concerns regarding software valuations and shifts in institutional positioning. While some investors remain focused on long-term growth and high-profile government contract wins, the community is deeply divided, with many debating whether the stock is undergoing a necessary technical correction or if recent volatility signals a deeper shift in sentiment.

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 seeing significant community attention driven by a new national quantum initiative and potential future collaboration in the space sector. Investors remain highly focused on long-term potential and institutional positioning, with many discussing the stock's role in critical government-backed infrastructure.

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 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

SpaceX is facing intense downward pressure following its recent IPO as retail investors grapple with extreme volatility, concerns over its massive valuation, and anxiety regarding upcoming insider lock-up expirations. The community remains deeply divided, with some betting on a rapid technical bounce or long-term potential, while vocal skeptics argue the stock is a classic overhyped pump-and-dump scheme headed for significantly lower levels.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending due to strong institutional sentiment and ongoing optimism regarding its enterprise AI and quantum computing initiatives, particularly following recent partnerships and government-backed funding. Investors are closely tracking the stock's price consolidation and technical support levels, with many focusing on its long-term potential as a key player in enterprise technology infrastructure.

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 drawing significant investor interest as a potential buyout candidate with high short interest, fueling speculation of a possible short squeeze if a take-private deal is announced. Community members are actively debating the company's turnaround potential under new leadership, with many retail investors viewing current price levels as an accumulation opportunity while expressing frustration over perceived market manipulation.

Roundhill ETF Trust - Roundhill Memory ETF

Investors are actively flocking to the Roundhill Memory ETF ($DRAM) as a focused basket play on the ongoing AI infrastructure boom, with community sentiment centered on the critical role of high-bandwidth memory (HBM) and data storage as the primary bottleneck for next-gen AI scaling. The bullish thesis remains rooted in a perceived structural supercycle for memory demand, bolstered by institutional activity, recent strategic partnerships, and expectations that memory producers will experience long-term re-ratings as supply constraints persist.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is trending as investors weigh recent oncology trial setbacks against potential long-term value and active speculation regarding future M&A activity. The community remains deeply divided, with many expressing frustration over persistent share price weakness and leadership performance while others advocate for holding through the current volatility for dividend income and potential pipeline catalysts.

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 significant momentum and institutional interest following a positive Phase 3 data readout and favorable regulatory shifts, fueling community speculation about a potential buyout. While bulls point to a robust pipeline and the validation of the psychedelic treatment thesis, bears remain focused on historical share dilution and the high cash-burn rate characteristic of clinical-stage biotech.

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 facing significant volatility and investor frustration as the stock struggles to sustain price gains, with many community members criticizing management for a lack of concrete contract announcements or tenant deals. While some investors remain bullish on the company's long-term pivot toward AI and data center infrastructure, others are reacting to the recent downward price pressure with skepticism and increased short-term bearishness.

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Tidal Trust II - CoreValues America First Technology ETF

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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