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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 Inc. is trending as investors anticipate significant earnings results and closely monitor an exceptionally high short interest, which the community believes has created a prime setup for a potential short squeeze. Discussion is fueled by recent contract announcements and strong revenue growth projections, leading to high volatility and intense debate among traders regarding the stock's immediate direction ahead of the report.

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 trending as investors weigh its role as a key provider of enterprise AI infrastructure against a broader sector-wide rotation and concerns over high valuation premiums. The community remains deeply divided, with many analyzing the company's long-term backlog growth and margin potential, while others are closely monitoring recent price volatility and technical consolidation.

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 volatility and community debate as investors weigh strong backlog growth and contract wins against concerns regarding potential dilution and broader sector sensitivity to competitors. Traders are actively discussing the stock's recent price recovery, with sentiment split between those anticipating a sustained breakout ahead of upcoming earnings and skeptics bracing for a potential correction.

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 investors aggressively buy into the stock following a massive revenue forecast that suggests current valuations are severely disconnected from the company's AI-driven growth trajectory. The community is actively discussing the potential for a significant short squeeze, with many pointing to heavy institutional volume and the company's confirmed ability to scale infrastructure demand as key catalysts driving the bullish sentiment.

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 robust earnings report that beat expectations, highlighting strong demand for AI infrastructure and networking hardware. Community sentiment remains polarized, with many retail investors expressing frustration over perceived market manipulation and volatile price action, while others see a long-term growth opportunity backed by institutional confidence.

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 the community debates whether the recent pullback following earnings represents a buying opportunity or a deeper correction for the speculative AI stock. Investors are closely monitoring the impact of massive upcoming share lockup expirations and the sustainability of its business model against major competitors, with sentiment split between long-term bullish growth targets and bearish concerns over extreme valuations.

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 shares are facing significant downward pressure following analyst downgrades and community concerns regarding the sustainability of its growth trajectory. While some retail investors view the current price as a generational buying opportunity and a value play given the company's strong margins, others are actively debating whether this represents a long-term bottom or further capitulation as technical support levels are tested.

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 anticipate its upcoming earnings report, with the community highlighting a strong revenue growth narrative and massive government backing compared to sector peers. Enthusiastic retail sentiment remains high, driven by the belief that the companys current valuation is heavily disconnected from its commercial milestones and institutional accumulation.

Quantinuum Inc. is a quantum computing platform that offers solutions like hardware platforms, developer tools, application libraries and solution-targeted intellectual property (“IP”). The company was founded on January 20, 2026 and is headquartered in Broomfield, CO.

Quantinuum Inc. - Ordinary Shares - Class A

Quantinuum Inc.

Quantinuum is rallying following its inaugural earnings report and a strategic partnership with Oracle, fueling community excitement over its commercial growth prospects and cloud deployment capabilities. Investors are actively debating the company's valuation against its high-growth peers in the quantum sector, with many focused on the stock's low float and the potential for a sustained uptrend.

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 Corporation is trending following a negative opinion from the EMA for YARTEMLEA in Europe, which triggered a significant stock sell-off despite ongoing U.S. commercial efforts. Community discussion is heavily focused on whether the company can successfully challenge the decision via re-examination, while many investors maintain a long-term bullish thesis based on the drug's U.S. market momentum, upcoming NTAP reimbursement catalysts, and anticipated milestone payments from Novo Nordisk.

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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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