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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 is surging after a preliminary business update revealed a massive record backlog of 60 billion in new orders and significantly higher-than-expected gross margins, signaling robust AI infrastructure demand. The community is actively discussing a potential short squeeze, citing high short interest and a dramatic improvement in profitability that is driving a aggressive reassessment of the stock's valuation.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

NEAR is trending as investors monitor its development within the AI and blockchain infrastructure sector, with community discussion highlighting both aggressive accumulation strategies and debates over the asset's long-term utility versus short-term volatility. Traders are closely tracking key support levels and price movements while the broader market reacts to shifting liquidity conditions and institutional interest in the crypto space.

Ginkgo Bioworks Holdings, Inc. engages in developing biological engineering products and custom microbes. Its platform enables biotechnology applications across diverse markets, from food, agriculture, industrial chemicals, and pharmaceuticals. It operates through the Cell Engineering and Biosecurity segments. The Cell Engineering segment includes end-to-end cell engineering solutions and cell engineering tools offerings for biological research and development. The Biosecurity segment focuses on biomonitoring and bioinformatics support services, offered to both government and non-government customers through its Canopy and Horizon offerings. The company was founded by Jason Kelly, Reshma Shetty, Bartholomew Canton, Austin Che, and Thomas F. Knight, Jr. in 2008 and is headquartered in Boston, MA.

Ginkgo Bioworks Holdings Inc - Ordinary Shares - Class A

Ginkgo Bioworks is experiencing heightened investor scrutiny and volatility as the company pivots toward autonomous labs and AI-driven biological research, with community members fiercely debating whether this shift represents a genuine path to scalability or a continuation of historical execution struggles. While some investors are accumulating shares based on potential long-term infrastructure value and government-backed biosecurity contracts, others remain deeply skeptical due to persistent cash burn, declining revenue, and the risk of further share dilution.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery shareholders are preparing to vote on a 110 billion dollar merger with Paramount Skydance, an event that has triggered intense industry debate over media consolidation, executive compensation, and the potential impact on content creation. Community discussions are highly polarized, balancing optimism regarding the 31 dollar per share cash payout against significant concerns about antitrust risks, the massive debt burden of the combined entity, and the future of creative independence.

iShares Inc. - iShares MSCI South Korea ETF

iShares MSCI South Korea ETF

The iShares MSCI South Korea ETF is trending as investors grapple with massive volatility driven by extreme leverage in the semiconductor sector and concerns over potential labor strikes at major chip producers. Community discussion is heavily focused on the concentration of the index in memory-chip giants like Samsung and SK Hynix, as traders debate whether this represents a structural AI-driven growth cycle or a highly susceptible bubble.

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 C

Alphabet (GOOG) is seeing heightened volatility ahead of its upcoming earnings report, with investor sentiment sharply divided over the company's aggressive AI capital expenditure guidance. While some market participants are betting on a major breakout driven by cloud growth and AI monetization, others are wary of potential valuation pressure if the company signals sustained high spending or faces delays in model rollouts.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

TQQQ is trending as investors aggressively rotate capital into semiconductor and technology stocks ahead of the Q2 earnings season, with the community closely tracking AI-driven data center expansion and hyperscaler capex trends. Despite ongoing geopolitical volatility involving Middle East oil shipments, sentiment remains focused on the potential for a midyear market rally supported by cooling inflation data and sustained institutional interest in high-growth tech.

ProShares Trust - ProShares UltraPro Short QQQ -3x Shares

ProShares UltraPro Short QQQ

SQQQ is trending as investors aggressively hedge against the Nasdaq amidst persistent geopolitical tensions in the Middle East and growing skepticism regarding the AI-driven rally. Community members remain deeply divided, with many traders scalping the inverse ETF for short-term gains while others warn of the structural decay inherent in leveraged products during volatile market conditions.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

Lumen Technologies is experiencing significant market interest and price appreciation as investors increasingly view its extensive fiber network as the critical 'backbone' for AI infrastructure. The community is actively discussing the stock's potential for a re-rating, fueled by speculative buyout rumors, major contract anticipation, and a belief that the company's valuation fails to reflect the massive capital expenditure required to replicate its existing physical footprint.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is facing intense scrutiny and volatility ahead of its upcoming earnings report, with the community sharply divided between those accumulating shares on dips due to strong fundamentals and those bracing for a potential post-earnings sell-off. Traders are actively debating the impact of ongoing institutional accumulation against persistent short-seller pressure and macroeconomic uncertainty.

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SMR Stock Powers Ahead After Best Day In Over A Month: What’s Behind The Surge? 

Equity

NuScale Power jumped after reports that the Trump administration is accelerating nuclear power development for AI data centers and advancing a nuclear cooperation agreement with Saudi Arabia.

S&P 500, Nasdaq, Dow Futures Ease As Oil Rally Tempers AI Optimism Ahead of Big Tech Earnings: SMCI, OKLO, XE, SKHY, GOOG In Focus

U.S. futures declined amid rising oil prices as the conflict in the Middle East intensifies ahead of the peak earnings season. 

Oklo, X-Energy Join $200 Million Federal Nuclear Push For AI: Bloomberg

Oklo, X-Energy Join $200 Million Federal Nuclear Push For AI: Bloomberg

 Bloomberg reports that reactor developers Oklo and X-energy are joining a $200 million Trump administration-led program designed to speed new nuclear power plants for artificial intelligence data...

Super Micro Computer, Rocket Lab, Dell, Capital One and Oklo: Why These 5 Stocks Are on Investors' Radars Today

Major U.S. indices closed higher, with the Dow Jones Industrial Average gaining 0.74% to 52,224.64.read more...

OKLO, XE Stocks Jump After-Hours — Trump Administration Taps Oklo, X-Energy In $200M Push To Power AI Data Centers

The Trump administration is partnering with advanced nuclear reactor developers and major tech firms in a $200-million initiative to accelerate nuclear power deployment for energy-intensive AI data centers.

Oklo, X-Energy Shares Jump as Trump Program Targets Nuclear Power for AI

Oklo and X-Energy shares are moving higher in Tuesday's after-hours session following reports the companies are joining a government program that aims to increase the pace of power plant development for AI data centers.read more...

OKLO Stock Touches 52-Week Low: Is the Worst Already Priced In?

OKLO's 42.7% three-month slide reflects widening losses and execution risks, even as regulatory progress and new nuclear projects support its long-term case.

Analysts Project the Oklo Stock Price Will Reach $87 in 2027 -- Is the Risk-to-Reward Scenario Worth It?

Analysts Project the Oklo Stock Price Will Reach $87 in 2027 -- Is the Risk-to-Reward Scenario Worth It...

Can BWXT's Manufacturing Investments Support Future Growth?

BWX Technologies expands manufacturing investments to strengthen production capacity across defense, commercial nuclear and advanced reactor markets.

OKLO, XE, SMR, NNE, UEC Stocks Tumble On Thursday: AI Made Nuclear Stocks Market Darlings – Now Investors Want Proof

Oklo, X-Energy, NuScale Power, Nano Nuclear Energy and Uranium Energy lost between 8% and 9% on Thursday due to a combination of valuation concerns, profit-taking, and AI-related worries. 

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Oklo inc.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

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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Oklo Inc.

Investors are closely monitoring a major federal nuclear energy initiative aimed at powering AI data centers alongside tech giants.

Growing enthusiasm exists for advanced SMR technology as a critical long-term backbone for national energy security.

Traders are intensely focused on timeline updates for operational milestones and reactor startup goals.

Speculators are debating whether the recent significant drawdown presents a long-term value opportunity or a continued trap.

Current Price	$44.13
Prev Close	$41.51
Open	$42.40
Dividend Yield	0.00%
50-Day Moving Average	$57.74
Beta	2.53
Avg. Volume	12.61M
PE Ratio	-52.50

52-Week High	$193.84
52-Week Low	$39.53
Market Capitalization	$7.22B
EPS (Annual)	-$0.722
Price to Book	2.91
Revenue Per Employee	$0.00

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