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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is experiencing extreme volatility as investors react to a significant quarterly revenue miss and concerns regarding project timelines. While some in the community are aggressively buying what they view as a discounted entry point given the company's substantial order backlog, others remain deeply skeptical due to persistent cash burn and the potential for continued shareholder dilution.

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 currently a major focus for traders following a significant earnings release that showcased record revenue growth and an increased full-year outlook, fueling intense debate between retail bulls betting on a short squeeze and skeptics focused on ongoing EBITDA losses. The community is actively dissecting the company's backlog expansion and potential for profitability, leading to high-volume volatility as investors weigh the aggressive growth strategy against short-term price pressure.

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 seeing significant bullish sentiment and heightened trading volume as investors react to a strong earnings report and robust forward revenue guidance that challenges the prevailing short-heavy narrative. Community discussions are centered on the potential for a violent short squeeze, with traders actively tracking resistance levels like $40 and debating whether the stock's valuation is lagging behind its AI infrastructure peers.

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 heightened market activity as investors weigh record revenue growth and raised guidance against concerns over operational cash burn. The community remains focused on potential catalyst events like government funding updates and executive order announcements, fueling debate over the stock's valuation relative to other quantum sector peers.

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 surging as investors pivot to view the company as a key AI infrastructure player following its Northern Data acquisition, which is fueling high demand for its Quake AI cloud compute capacity. The community is focused on the massive unmonetized power pipeline and potential short-covering momentum, with many looking past the legacy video business to value the company's emerging role in the AI supply chain.

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 attracting significant investor attention following a strong earnings report and raised forward guidance, highlighting its role in the AI networking supercycle. While the shares experienced volatility and sharp selling pressure after the release, community discussion remains heavily focused on the disconnect between the company's solid fundamentals and the negative price reaction.

Omeros Corp. operates as a biopharmaceutical company, which engages in the research, discovery, development, and commercialization of small-molecule and protein therapeutics targeting immunologic diseases. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

Omeros Corp is trending as investors aggressively push the stock higher following a major earnings beat and revenue rerating that has effectively squeezed short positions and triggered a surge toward recent highs. The community is actively debating the stock's long-term potential as a 'diamond' hold, focusing on the company's strong Yartemlea sales momentum, debt reduction, and the anticipation of future growth catalysts like potential EU approval and strategic M&A.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is trending as investors weigh strong Q2 revenue and raised EBITDA guidance against ongoing uncertainty regarding the long-term impact of post-TDAPA reimbursement rates. Community discussion is sharply divided, with bulls highlighting the recent multi-year supply agreement with DaVita as a significant milestone, while skeptics are intensely focused on high short interest, leadership skepticism, and the sustainability of DefenCath volumes moving forward.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi LLC is trending as investors weigh the significance of a major new anchor customer agreement against ongoing volatility and uncertainty surrounding construction timelines. While the community remains divided, many are actively debating whether current price action represents a short-term shakeout or an opportunity to accumulate shares ahead of potential future catalysts.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing significant momentum as investors digest the confirmed delivery of its Horizon 1 data center facility to Microsoft and its achievement of NVIDIA Exemplar Cloud status. Community sentiment remains highly charged, with active discussions focusing on the stock's potential for a major short squeeze and its favorable positioning within the expanding AI infrastructure buildout.

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Earnings After Bell so Place ur Bets Part 2:

$AI $7-$8  or 13s
$TLYS 3.50 or 5.75
$WOOF $2.X or $4.X 😅

Before da Bell:

$CIEN 530-$550 or 700 ($720)
$CAL 11s or 16s-$17

Earnings After Bell so Place ur Bets: part 1

$AVGO 420🤭 or 560 (580?😅)
$CRWD 650 or 820 ($850?)
$FIVE 190 or 250
$PVH 80 or 120
$VEEV 150 or 200