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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 remains at the center of investor frustration as the stock struggles with volatility and ongoing community debates over alleged management controversies, chip smuggling probes, and the impact of capital raising activities. Despite these concerns, bullish investors continue to highlight a massive order backlog and long-term AI infrastructure demand as catalysts for a potential rebound.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is surging as investors speculate on a potential buyout and upcoming phase 3 clinical trial data, creating a high-pressure environment for short sellers. The community is actively tracking record-breaking options volume and tight borrow supply, with many bullish participants holding for long-term catalysts despite the rapid price appreciation.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently the focal point of intense market speculation as retail investors debate the stock's valuation ahead of upcoming vehicle delivery reports and long-term autonomy narratives. While the community remains deeply divided, active discussions center on the stock's recent price volatility, the potential for a gamma squeeze, and the influence of Elon Musk's various ventures on institutional sentiment.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is experiencing significant downward pressure as investors react to key executive departures and a second round of workforce reductions aimed at cutting costs. Community discourse is sharply divided between long-term bulls highlighting the company's superior vehicle engineering and potential robotaxi partnerships, and skeptical traders voicing deep concerns over dilution, consistent share price declines, and the potential for further reverse splits.

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Charter Communications Inc. - Ordinary Shares - Class A

Charter Communications is seeing significant volatility and intense short-selling activity as investors react to a combination of heavy institutional outflows from recent index rebalancing and ongoing market skepticism toward the broadband sector. The community is deeply divided, with many traders betting on a massive short squeeze driven by the company's aggressive stock buybacks and low valuation multiples, while skeptics point to mounting debt concerns and stiff competition as reasons for the continued bearish trend.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster Inc. is drawing significant attention as investors re-price its exposure to the growing Physical AI and robotics sectors, bolstered by the launch of its REV8 native color lidar and new strategic manufacturing agreements. Community discourse is heavily focused on the stock's potential for long-term growth as an essential infrastructure player in automation, with many participants debating the stock's recent volatility versus its fundamental potential as a foundational sensing technology.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as the community prepares for the upcoming FDA Advisory Committee meeting in late July, which is being viewed as a critical step toward validating the company's dual-indication efficacy data. Investors are actively debating the impact of ongoing litigation with Nippon Shinyaku while maintaining high conviction in the potential for a broad label approval and a subsequent share price revaluation.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is seeing significant market momentum driven by reports of a major satellite connectivity contract win in Japan and successful deployment of its latest satellite constellation. Community sentiment remains highly bullish, with many investors anticipating a significant short squeeze as they closely monitor progress on operational milestones and upcoming commercial partnerships.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is seeing strong momentum as the market digests recent earnings and reprices the company based on QNX growth, fiscal outlook upgrades, and its evolving role in the physical AI and automotive software sectors. The community is actively discussing a perceived 're-rating' of the stock, with long-term shareholders celebrating the sustained move higher while debating the potential for an epic short squeeze.

Comcast Corp. engages in the provision of video, Internet, and phone services. It operates through the following segments: Residential Connectivity and Platforms, Business Services Connectivity, Media, Studios, and Theme Parks. The Residential Connectivity and Platforms segment consists of residential broadband and wireless services and Sky-branded entertainment television networks and advertising. The Business Service Connectivity segment offers broadband, wireline voice and wireless services through small to medium customers and large enterprises through the HFC network. The Media segment consists of NBCUniversal’s television and streaming platforms, including national, regional, and international cable networks. The Studios segment focuses on NBCUniversal’s film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida, Hollywood, California, Osaka, Japan, and Beijing, China. The company was founded by Ralph Roberts in 1963 and is headquartered in Philadelphia, PA.

Comcast Corp - Ordinary Shares - Class A

Comcast Corp

Comcast is experiencing significant volatility and trading interest as investors react to the company's plan to spin off its NBCUniversal and Sky media assets into a separate entity. Community sentiment is mixed, with some traders viewing the structural separation as a bullish "dream scenario" to unlock valuation, while others remain skeptical about the long-term impacts on the core connectivity business.

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Yangtze River Port & Logistics Ltd. operates as a holding company, which engages in the provision of logistics services. The firm through its project The Wuhan Yangtze River Newport Logistics Center offers office space, professional logistics, bonded logistics, waterways, railways, road transport, integrate and extend transportation, storage and processing, information service, commerce service, logistics and finance integrated services for domestic and foreign customers. The company was founded on December 23, 2009 and is headquartered in New York, NY.

Yangtze River Port and Logistics 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.

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