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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending as investors digest a significant price target upgrade from Cantor Fitzgerald, fueling discussions about its position in the AI semiconductor supercycle. The community remains divided between bullish sentiment regarding the company's long-term data center growth and concerns over high valuations and broader market volatility.

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 seeing intense volatility and heated community debate as traders split between bullish optimism surrounding the company's defense-sector partnerships and skepticism over persistent share dilution. Investors are actively tracking technical levels, short interest, and sector-wide drone momentum, resulting in aggressive debates regarding whether the stock is primed for a squeeze or facing continued downward pressure.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is trending as the community debates whether the stock is a long-term play on financial infrastructure or a victim of increasing competition from traditional payment giants like Visa and Mastercard. While bullish investors point to potential breakthroughs from the Clarity Act and institutional adoption, others are actively trading based on significant volatility and technical gap-fill levels.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing heavy selling pressure as investors scrutinize the company's aggressive debt-funded AI infrastructure expansion and potential concentration risk related to OpenAI. While the community remains divided between those viewing the steep price decline as a capitulation-driven buying opportunity and others concerned about long-term management strategy and capital allocation, sentiment is heavily influenced by intense algorithmic volatility.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is experiencing significant volatility and trading momentum driven by a strong re-rating as investors pivot the stock toward an AI data center power infrastructure narrative. While the community is actively debating the sustainability of these gains versus potential short-squeeze dynamics, bullish sentiment is being further fueled by recent insider buying from the CEO and speculative interest in the company's new solid-state transformer technology.

AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment is trending following a significant earnings beat and record backlog growth, which investors are weighing against soft forward guidance and margin concerns. The community is actively debating the stock's long-term potential in the defense drone super-cycle, with bullish sentiment focused on autonomous warfare demand while bears point to valuation risks and recent share price volatility.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is experiencing intense volatility driven by speculative trading and anticipation surrounding the upcoming 80th trial event, with the community sharply divided between bulls expecting a major breakout or buyout and bears warning of a potential pump-and-dump scheme. Investors are closely monitoring volume and warrant activity as key indicators, with bulls framing current price fluctuations as healthy consolidation while bears argue that the valuation is disconnected from fundamental progress.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is trending as investors rotate into clean energy infrastructure following a strategic 380MW data center power deal that signals a shift from project proposals to active commercial execution. The community is actively debating the company's valuation gap compared to peers, while monitoring management's ability to convert pipeline demand into binding backlog and sustainable revenue.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster is surging as its new Rev8 digital lidar sensors and BlueCity traffic management platform secure high-profile deployments, including infrastructure support for the 2026 FIFA World Cup and major industrial contracts. Investors are actively debating the company's transition into a key supplier for the physical AI and robotics ecosystem, highlighting its growing role as a Western-certified infrastructure provider.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending due to significant institutional accumulation and speculation surrounding its obesity pipeline, particularly as the market monitors upcoming Q3 maintenance study data. Community discussion is heavily focused on potential M&A activity, with long-term holders debating the likelihood of a buyout as the company progresses its VK2735 and VK3019 programs against sector heavyweights.

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All Things Mobile Analytic, Inc. engages in the software development of mobile apps. Its business lines include Blockchain Platform Division, Fintech Division, Software-Brands-Telecommunication Services-Routing, and Artificial Intelligence. The company was founded on January 3, 2008 and is headquartered in Delray Beach, FL.

All Things Mobile Analytic Inc

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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