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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 Holdings is seeing intense retail speculation and high social media engagement as investors anticipate a significant earnings report. The conversation is heavily focused on the stock's elevated short interest, with many in the community betting on a potential short squeeze if the company delivers strong revenue growth and positive guidance.

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 is currently under significant pressure as investors weigh ongoing concerns about market share loss in China, slowing digital growth, and recent analyst downgrades that highlight a difficult road to profitability. While community sentiment is split between those viewing the stock as a deeply undervalued long-term turnaround play and others who label it a failing value trap, active debate continues over whether the brand's iconic status can overcome these persistent fundamental hurdles.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing significant downward pressure following an earnings report that missed revenue and margin expectations, despite the company raising its full-year guidance. Community sentiment is deeply divided as investors weigh the firm's long-term growth potential and high-profile partnerships against concerns over valuation, impending share lockup expirations, and a history of accounting-related controversy.

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 Inc. is experiencing a sharp rally driven by a guidance beat and optimistic revenue forecasts that suggest significant growth in AI infrastructure demand. The community is actively discussing the stock's undervaluation relative to its fundamentals, debating the potential for a massive short squeeze as many investors believe the bearish narratives surrounding the company have been largely debunked.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors rally around the company's strategic shift into AI infrastructure following its acquisition of Northern Data, with the community closely tracking the potential for a massive short squeeze amid record-high short interest. Market participants are also weighing the latest revenue guidance against the company's growing data center capacity and the long-term impact of its ongoing partnership with Tether.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is currently trending as investors weigh its recent earnings report, which featured a double beat and raised guidance, against a broader market reaction that has been characterized by profit-taking and volatility. While the community is actively debating whether the stock's year-to-date rally is priced for perfection or supported by a sustainable AI networking supercycle, sentiment remains divided between bullish traders targeting higher price levels and skeptics concerned about valuations and margin pressure.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is drawing attention as spot ETF inflows signal renewed institutional interest, even as community sentiment remains polarized between cautious accumulation and bearish skepticism regarding regulatory progress. Market participants are actively debating the asset's technical consolidation near key psychological levels and its long-term potential compared to broader market trends.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending as investors aggressively debate the company's aggressive strategy of selling Bitcoin and diluting shares to bolster cash reserves and pay dividends on its preferred stock. The community is deeply polarized, with bulls betting on a rebound linked to Bitcoin's recovery and upcoming legislative sentiment, while bears are vocal about risks related to dilution, management's pivot to selling assets, and the company's high leverage.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellation Energy is currently trending as investors focus on the company's role as a primary baseload power provider for AI data centers, with community interest amplified by recent contract wins and nuclear energy's strategic importance to hyperscalers. While technical traders remain focused on the stock's consolidation patterns, the broader discussion highlights ongoing institutional accumulation as the market positions for long-term electricity bottlenecks.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is currently trending as investors debate the company's long-term potential following recent earnings and a surge in institutional interest, including new positions from major players like Uber. While the community remains deeply divided between long-term bulls encouraged by the R2 production ramp and critics frustrated by the stock's persistent lack of momentum, conversation is heavily focused on the company's cash burn, production execution, and the strategic importance of its expanding software and autonomy business.

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Its been a red hot summer for the banks 🔥 
$JPM  
$BAC

Jerry

@howardlindzon  @Jblack500 @WAJeff @BustaCapital @cynicaloptimist @IsabellaDC @No_Face_character  
Bank$ been on fire$  and new 52wk$ hi  
https://finviz.com/screener?v=211&amp;f=fa_sales5years_o20,geo_usa,sh_instown_o40,sh_insttrans_pos,sh_price_o10,ta_highlow52w_nh,ta_perf_dup&amp;ft=2