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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending following a strong quarterly earnings report that featured record-breaking revenue and an massive $104 billion backlog, signaling that AI infrastructure demand remains highly aggressive. The community is actively debating the company's ability to turn this demand into profitable growth while managing significant capital expenditures and debt levels, fueling intense speculation among bulls expecting a short squeeze and bears skeptical of its long-term financial stability.

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 focus on the company's strategic pivot toward AI infrastructure following its acquisition of Northern Data, a move that has significantly expanded its GPU capacity and data center footprint. The community is actively debating the potential for a massive short squeeze due to record-high short interest, while simultaneously analyzing the upcoming earnings report and formal guidance as key catalysts for a long-term re-rating.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending as investors react to strong financial results and guidance, with the community actively debating whether the record-setting revenue and AI-driven laser demand warrant further upside despite recent valuation concerns. Market participants are closely watching the stock's ability to maintain momentum amidst broader tech sector volatility and ongoing discussions regarding supply chain bottlenecks in the optics space.

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 hours as investors react to a significant earnings beat and aggressive fiscal 2027 revenue guidance that smashed analyst expectations, signaling continued strength in AI infrastructure demand. While the community is debating potential legal headwinds and past volatility, many are focused on the company's decision to suspend its ATM offering and the record backlog that could trigger a major short squeeze.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is experiencing a significant surge in investor attention following reports that it is scaling manufacturing capacity to meet growing demand from aerospace and defense sectors. The community is actively discussing the stock's potential for a short squeeze due to high short interest and institutional accumulation, while some investors remain focused on the company's long-term integration into critical supply chains.

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 facing persistent downward pressure as investors weigh a significant revenue headwind from a major strategic reset in China alongside ongoing analyst downgrades and sector-wide weakness. Community sentiment is deeply divided, with some investors aggressively accumulating shares at what they perceive to be generational lows, while others remain disillusioned by the stock's multi-year performance and competitive challenges from brands like On and Hoka.

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 rallying following positive topline Phase 3 data for its DT120 depression treatment, which showed robust and durable efficacy with a clean safety profile. The community is actively discussing the stock's future potential, particularly the upcoming Phase 3 anxiety readout, while many long-term investors are expressing relief after years of holding.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony (UAMY) is facing downward pressure following a disappointing quarterly earnings report where the company significantly cut its annual revenue guidance, citing declining market prices and production shifts. The community remains deeply divided, with some investors expressing frustration over management's execution and communication, while long-term shareholders maintain a bullish outlook on the company's critical role in the U.S. defense supply chain and its potential to benefit from domestic production mandates.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

Trulieve Cannabis Corp is trending as investors react to its historic NYSE listing, which was met with unexpected volatility and a sell-off that some community members attribute to the founder's share sales and a broader sector-wide liquidity adjustment. While the community remains divided over the stock's short-term price action, active discussions are focused on the company's status as a first-mover for institutional capital, its potential for share buybacks, and the broader impact of upcoming federal rescheduling hearings.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing increased investor activity and community buzz as the company prepares for upcoming quarterly results, with shareholders closely monitoring the production ramp and potential new customer announcements. The stock is benefiting from broader sector tailwinds driven by rising demand for optical connectivity and AI-driven data center infrastructure.

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Why Did ABNB, TGT, ZETA Stocks Surge To 52-Week Highs Today?

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Airbnb, Target, and Zeta Global stocks climbed to annual highs amid Wall Street optimism around reported and expected second-quarter results.

Florida Seeks NY Times Internal Documents Over Errors In Israel-Hamas War Coverage

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Airbnb, Inc. engages in the management and operation of an online marketplace. Its marketplace model connects hosts and guests online or through mobile devices to book spaces. The company was founded by Brian Chesky, Nathan Blecharczyk and Joseph Gebbia in 2007 and is headquartered in San Francisco, CA.

Airbnb Inc - Ordinary Shares - Class A

Extremely 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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