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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 cheer robust financial results and a massive revenue forecast for the coming year, leading to widespread discussion of a potential short squeeze. Many investors are pointing to the stock's significant valuation discount relative to AI sector peers and are actively debating whether to hold for a major re-rating or lock in gains as the price tests key resistance levels.

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 experiencing extreme volatility as investors weigh record-breaking revenue growth and raised full-year guidance against a miss on earnings-per-share targets. The community remains deeply divided, with some traders highlighting a massive backlog and acquisition-driven expansion as a sign of long-term upside, while others point to dilution and persistent losses as evidence of overvaluation.

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.

RUM is trending as investors react to a record Q2 revenue beat and the strategic pivot toward becoming an AI-infrastructure powerhouse, fueling heavy speculation about a potential short squeeze given the stock's elevated short interest. The community is actively debating the company's long-term potential in the GPU and data center space while closely monitoring how high-level institutional partnerships and future contract announcements might impact the stock's momentum.

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 significant market momentum following a record revenue report and raised full-year guidance, with investors actively discussing government contract catalysts and the company's competitive position in the quantum sector. The community is focused on the potential for a short squeeze and long-term scaling, as traders monitor technical resistance levels and upcoming quantum sensing project announcements.

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 intense volatility and heavy retail debate ahead of its upcoming earnings report, with community members clashing over whether the stock is a long-term growth opportunity or a target for continued short-selling pressure. Sentiment remains polarized as traders weigh record backlog expansion against ongoing cash burn and dilution concerns.

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 react to a double earnings beat and optimistic fiscal outlook driven by a robust networking supercycle and strong AI infrastructure demand. While the stock faced initial volatility amid margin concerns and algorithmic selling, the community is actively debating the stock's long-term valuation relative to its AI growth potential and recent analyst price target upgrades.

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 retail interest and institutional accumulation, with investors heavily focused on the company's progress toward a Q4 BLA submission for its lead prostate cancer immunotherapy. The community is actively discussing recent positive clinical data, the strengthening of the company's cash runway, and the anticipation of further institutional re-rating as the company approaches key regulatory milestones.

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 closely monitor a 90-day milestone window for a key anchor tenant announcement and the appointment of a new CEO. While the company has secured significant power infrastructure and landed major turbines, community sentiment remains highly polarized between those betting on long-term value from the AI data center buildout and skeptics concerned about execution risk and capital structure.

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 rallying as the community reacts to its key supply partner, Lumilens, emerging from stealth with a multi-billion-dollar hyperscaler deal and a $5.5B valuation. Investors are intensely focused on the production ramp of POETs optical engines and speculating that the combination of high short interest and upcoming earnings catalysts could trigger significant upside momentum.

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 seeing high investor activity following positive second-quarter financial results and the announcement of a new multi-year commercial supply agreement with DaVita. While the community is actively debating the significance of the DaVita contract and the company's ability to maintain upward momentum post-TDAPA, the bullish sentiment remains strong as traders watch for further adoption milestones.

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Blueberries Medical Corp. engages in the production and distribution of psychoactive and non-psychoactive cannabis by-products. It involves in cultivating, processing, and supplying medicinal-grade cannabis oil extracts and related products. The company was founded on March 15, 2013 and is headquartered in Toronto, Canada.

Blueberries Medical 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.

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