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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 is trending as retail investors anticipate a potential short squeeze ahead of second-quarter earnings, fueled by significant short interest and optimism surrounding its counter-drone technology deployments. Community members are actively discussing the stock's defense sector partnerships and watching for a massive revenue beat to force short sellers to cover their positions.

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 trending as investors react to a record-setting quarterly earnings report that featured triple-digit revenue growth and raised future guidance. The community is focused on the company's strong institutional backing and its aggressive roadmap to reach 30 logical qubits, fueling debate over whether the stock is undervalued compared to its quantum peers.

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 heightened trading volume and volatility as the community debates whether the stock is undergoing a sustainable reversal or a temporary bull trap ahead of upcoming earnings. While bullish investors point to a robust backlog and long-term lunar infrastructure growth as reasons to accumulate, bearish traders are raising concerns about insider selling and potential downside risk if the report fails to meet investor expectations.

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 is trending as investors debate the impact of the company's AI infrastructure strategy and licensing model following mixed post-earnings sentiment. While some community members highlight concerns over gross margins and valuation, others are bullish on the "networking supercycle" and institutional upgrades, creating a divergence in sentiment between long-term holders and those wary of near-term price manipulation.

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 seeing significant volatility as investors debate the impact of major new infrastructure deals versus high valuation concerns and upcoming share lockup expirations. While the community remains divided between long-term believers in the company's wafer-scale inference technology and short-term traders concerned about negative earnings results, discussions are heavily focused on the stock's resilience despite broader sector weakness.

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 surging as investors react to a significant earnings beat and robust future revenue guidance that analysts suggest may lead to a major valuation re-rating. The community is actively discussing a potential short squeeze, noting that the stock's massive backlog and strong AI infrastructure demand are being severely undervalued compared to historical peers.

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 is seeing heightened investor interest following the announcement of a multi-billion dollar, 15-year lease agreement with TensorWave, which provides tangible commercial validation for the company's AI data center infrastructure. The community is actively discussing the stock's potential for a short squeeze and evaluating the significance of this contract as a key catalyst for future growth.

Investment Managers Series Trust II - Tradr 2X Short NBIS Daily ETF

Tradr 2X Short NBIS Daily ETF

Investors are actively debating the viability of holding the 2X inverse ETF $NBIZ amid extreme volatility and concerns over tracking decay relative to the underlying stock, Nebius. Community sentiment is deeply polarized, with many traders using the ticker for speculative short-term scalps or hedging strategies while others express frustration over the significant losses incurred during aggressive price movements.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending as investors weigh strong Q2 profitability and margin expansion against a slight year-over-year revenue decline. While the community is actively debating the stock's long-term valuation and potential for a breakout, sentiment remains sharply divided between those who view the current price as a generational buying opportunity and frustrated traders who are weary of persistent underperformance compared to domestic tech sectors.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is currently trending due to a sharp sell-off and analyst downgrades, fueling significant debate among investors over whether the stock is a deep-value opportunity or a failing growth play. The community is sharply divided, with bulls aggressively accumulating shares based on strong underlying fundamentals and share buyback potential, while bears are focused on technical support levels and broader concerns about decelerating revenue growth.

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Activate Energy Acquisition Corp. operates as a blank check company, which engages for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on June 10, 2025 and is headquartered in George Town, Cayman Islands.

Activate Energy Acquisition Corp - Ordinary Shares - Class A

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.

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