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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 high volatility as investors weigh a significant earnings miss and project delays against a record-breaking contract backlog and ambitious revenue guidance. The community remains deeply divided, with bulls pointing to the company's long-term growth potential and institutional demand, while bears emphasize concerns over cash burn, share dilution, and the recent operational setbacks.

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 trending as investors react to a significant earnings report that featured massive year-over-year revenue growth and increased forward guidance, though conversation remains polarized due to an EPS miss and ongoing concerns over high short interest. Community members are actively debating whether the current volatility presents a short-squeeze opportunity or a temporary reaction to acquisition-related spending, with many longs emphasizing the company's expanding backlog and defense sector positioning.

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 capturing significant community attention ahead of their earnings call, with investors highlighting record revenue growth and a strong cash position as key catalysts for a potential rerating. The stock is a primary focus for traders speculating on the company's ability to secure government contracts and validate its quantum technology roadmap against broader sector peers.

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 pivot toward its AI infrastructure growth and the successful integration of Northern Data, fueling expectations of a massive short squeeze given the record high short interest. The community is actively debating the stock's valuation as a data center powerhouse and monitoring a potential re-rating as institutional demand for AI compute capacity accelerates.

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 is trending as investors weigh strong earnings and a raised fiscal outlook against broader market volatility and margin pressures. The community remains divided, with many bullish on Cisco's pivotal role in the AI networking supercycle, while others express frustration over price action and skepticism regarding how much AI-driven growth is already priced into the stock.

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 stock is experiencing significant volatility following a second-quarter earnings miss where revenue growth fell short of market expectations despite raised full-year guidance. The community is sharply divided, with bearish traders highlighting high valuations and upcoming share lock-up expirations, while bulls point to long-term growth potential through major partnership deals and accelerating AI infrastructure demand.

Omeros Corp. operates as a biopharmaceutical company, which engages in the research, discovery, development, and commercialization of small-molecule and protein therapeutics targeting immunologic diseases. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

Omeros Corp is seeing a massive surge in volume and investor excitement, driven by a strong quarterly earnings report that significantly beat revenue expectations and triggered bullish sentiment. The community is actively discussing the stock's potential for a short squeeze, its long-term pipeline value, and the possibility of a major pharmaceutical acquisition.

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 trending as investors react to raised full-year guidance and a new multi-year supply agreement with a major dialysis operator, though community sentiment remains divided by skepticism over reimbursement stability and leadership execution. Discussions are heavily focused on the stock's potential for a short squeeze given the high short interest, alongside ongoing debates regarding the long-term impact of the post-TDAPA environment on revenue.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is currently trending as investors monitor it alongside broader AI infrastructure plays like Super Micro and Lenovo, fueled by strong sector-wide demand and analyst commentary around server backlogs. Community discourse remains focused on the company's relative valuation and its positioning as a stable leader compared to more volatile peers in the data center hardware space.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing significant momentum and bullish sentiment following the confirmed delivery and Microsoft's acceptance of its first Horizon 1 AI data center. Community discussions are heavily focused on the stock's potential for a major short squeeze as institutional ownership grows, while many long-term bulls highlight the company's successful execution on high-value AI infrastructure contracts as a catalyst for future rerating.

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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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