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Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is rallying as investors anticipate significant growth catalysts and capital allocation updates ahead of the company's investor day event. The community is actively debating the stock's momentum, with many focused on long-term supply-constrained market dynamics, the impact of a large-scale share buyback program, and the potential for a technical short squeeze.

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 as traders respond to an earnings beat and strong revenue guidance, fueling speculation of a potential short squeeze as the stock undergoes a fundamental re-rating. The community is actively debating the stock's valuation disconnect compared to AI peers, with bullish sentiment focused on the company's massive backlog and the possibility that shorts may soon be forced to cover.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is experiencing a surge in investor interest driven by positive progress in the commercial manufacturing process and alignment with the FDA regarding comparability protocols for its lead candidate, CAN-2409. Community discussion is heavily focused on the company's path to a late-year BLA filing, with shareholders increasingly optimistic about institutional accumulation and the potential for a significant re-rating as milestones approach.

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 cheer the official closure of the Northern Data acquisition and the scaling of the Quake AI infrastructure division, which has significantly shifted the stock's narrative toward high-growth AI compute. Community sentiment is overwhelmingly bullish, with active discussion focused on the potential for a massive short squeeze driven by record short interest and the strategic value of the company's unmonetized data center capacity.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlist is trending as retail investors rally behind the stock's recent legal activity at the ITC against industry giants and the broader excitement surrounding potential licensing settlements following a major deal with Samsung. Community members are actively sharing analysis on technical patterns and price targets, with many expressing long-term conviction in the company's patent portfolio as it nears a potential path to a major exchange uplisting.

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 stock is experiencing significant volatility following an earnings report that featured a revenue beat and strong AI infrastructure demand, yet faced selling pressure due to concerns over gross margin contraction and high investor expectations. Investors are actively debating whether this pullback represents an attractive institutional accumulation opportunity or a broader warning sign for AI-related networking hardware.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is driving significant market conversation as a high-growth AI infrastructure play, fueling a heated battle between bullish investors betting on massive capacity expansion and bearish traders following high-profile short sellers. The community remains deeply divided, with bulls pointing to robust demand and analysts raising price targets, while shorts highlight dilution risks and valuation concerns in the current tech cycle.

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 high volatility as investors weigh the company's raised full-year guidance and significant RPO against a revenue miss and concerns regarding profitability. Community sentiment is deeply polarized, with some bulls emphasizing the company's fast inference technology and enterprise partnerships, while bears highlight the high valuation, heavy stock-based compensation, and upcoming share lockup expirations.

Roundhill ETF Trust - Roundhill Memory ETF

The Roundhill Memory ETF (DRAM) is experiencing significant volatility, fueled by diverging sentiment on whether the AI infrastructure demand cycle remains robust or is entering a period of oversupply. While some community members are treating recent price dips as aggressive buying opportunities based on long-term data center requirements, others are heavily focused on macro headwinds and fears of a broader cyclical slowdown.

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 experiencing extreme volatility following a mixed earnings report where record-breaking revenue and raised guidance were overshadowed by a significant earnings per share miss. While the community is deeply divided between optimistic long-term investors highlighting strong backlog growth and cynical traders pointing to dilution and management's past performance, the stock remains a focal point for intense debate over its future valuation and institutional manipulation.

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Ares Commercial Real Estate (ACRE) Q2 2026 Earnings Call Transcript

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Ares Commercial Real Estate (ACRE) Tops Q2 Earnings and Revenue Estimates

Ares Commercial Real Estate (ACRE) delivered earnings and revenue surprises of +50.00% and +4.65%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

ARES COMMERCIAL REAL ESTATE CORPORATION REPORTS SECOND QUARTER 2026 RESULTS

ARES COMMERCIAL REAL ESTATE CORPORATION REPORTS SECOND QUARTER 2026 RESULTS ARES COMMERCIAL REAL ESTATE CORPORATION REPORTS SECOND QUARTER 2026 RESULTS PR Newswire NEW YORK, Aug. 4, 2026 Second quarter GAAP net income of $4.4 million or $0.08 per diluted common share andDistributable Earnings1of...

Franklin BSP (FBRT) Surpasses Q2 Earnings Estimates

Franklin BSP (FBRT) delivered earnings and revenue surprises of +8.70% and -11.04%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

BrightSpire (BRSP) Misses Q2 Earnings Estimates

Colony Credit (BRSP) delivered earnings and revenue surprises of -7.14% and +10.09%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Ares Commercial Real Estate Corporation Schedules Earnings Release and Conference Call for the Second Quarter Ended June 30, 2026

Ares Commercial Real Estate Corporation Schedules Earnings Release and Conference Call for the Second Quarter Ended June 30, 2026 Ares Commercial Real Estate Corporation Schedules Earnings Release and Conference Call for the Second Quarter Ended June 30, 2026 PR Newswire NEW YORK, July 21, 2026 NEW...

Implied Volatility Surging for Ares Commercial Real Estate Stock Options

Investors need to pay close attention to ACRE stock based on the movements in the options market lately.

New Strong Sell Stocks for June 16th

ACRE, CWST and CCAP have been added to the Zacks Rank #5 (Strong Sell) List on June 16, 2026.

New Strong Sell Stocks for June 9th

APLD, ACRE and SKY have been added to the Zacks Rank #5 (Strong Sell) List on June 9, 2026.

ACRE Makes Bullish Cross Above Critical Moving Average

In trading on Thursday, shares of Ares Commercial Real Estate Corp (Symbol: ACRE) crossed above their 200 day moving average of $4.90, changing hands as high as $4.96 per share. Ares Commercial Real Estate Corp shares are currently trading up about 3% on the day. The chart bel...

Ares Commercial Real Estate Corp. is a specialty finance company, which engages in the business of originating and investing in commercial real estate loans and related investments. The firm is also involved in senior mortgage loans, subordinated debt, preferred equity, mezzanine loans, and other commercial real estate investments including commercial mortgage-backed securities. The company was founded in September 2011 and is headquartered in New York, NY.

Ares Commercial Real Estate Corp

Neutral 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$0.05	--	--	N/A
Q2 '26	$0.04	$0.12	223.96%	BEAT
Q1 '26	$0.07	$0.06	-18.27%	MISSED
Q4 '25	-$0.01	$0.15	1327.30%	BEAT
Q3 '25	-$0.03	$0.10	441.20%	BEAT

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