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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 in the spotlight as investors react to a record revenue report and raised full-year guidance, with the community actively debating whether the earnings reaction is a short-term shakeout or a sign of long-term growth. The high short interest has fueled significant discussion around the potential for a short squeeze as shareholders weigh the company's aggressive investment phase and expanding drone technology backlog against the EPS miss.

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 facing significant volatility as investors debate the impact of a recent earnings miss, missed revenue targets, and concerns over future dilution to fund production timelines. While some members of the community are calling for a bearish outlook and focusing on potential liquidity issues, others view the sharp pullback as a buying opportunity, highlighting the company's substantial $1.8 billion backlog and its long-term strategic position in the space infrastructure sector.

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 trending following the official delivery and acceptance of its Horizon 1 AI data center by Microsoft, alongside achieving NVIDIA Exemplar Cloud status. Investors are actively debating the stock's long-term derisking versus short-term price suppression, with community sentiment split between high expectations for institutional growth and frustration over persistent short interest.

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 trending as investors focus on the company's progress toward a Q4 2026 BLA submission for its prostate cancer therapy, alongside optimism surrounding its upcoming presentation at the August Canaccord Genuity Growth Conference. The community is actively debating the significance of recent institutional accumulation and manufacturing milestones, while weighing the potential impact of competitive oncology developments on the company's valuation.

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 currently trading in the spotlight as investors digest recent double-beat quarterly results and updated long-term guidance driven by a "networking supercycle." While shares experienced significant volatility following the report, the community remains actively divided between those betting on long-term AI infrastructure growth and those concerned that the stock's recent rally left little room for immediate upside.

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 digest the transition away from TDAPA reimbursement and monitor potential future catalysts, including upcoming REZZAYO clinical data and ongoing commercial negotiations with large dialysis operators. While some community members express frustration over management's communication and the stock's recent performance, others are closely tracking institutional accumulation and legislative efforts to support long-term adoption of the company's anti-infective portfolio.

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 digest strong sector read-throughs from peers and a price target raise from Goldman Sachs, which highlights robust artificial intelligence server demand. The community is actively debating the company's valuation metrics and backlog health, with bulls pointing to fundamental AI infrastructure growth while some traders remain cautious about recent price volatility.

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 Inc. (INFQ) is trending due to anticipation surrounding its earnings report, with the community closely tracking revenue growth, government contract progress, and the potential for a short squeeze as institutional interest rises. Investors are actively debating the company's long-term potential in the quantum sector and are closely monitoring management's commentary for signs of a breakout.

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 significant market volatility as investors weigh the company's recent earnings results against aggressive long-term revenue growth guidance and the impending impact of share lockup expirations. While some community members are capitalizing on the rapid price swings, others remain skeptical about the firm's valuation, leading to an active debate between those betting on long-term institutional adoption and those expecting further downside pressure.

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 is trending as investors digest a negative opinion from European regulators regarding YARTEMLEA, while simultaneously focusing on the company's aggressive debt reduction strategy and the upcoming July 1 implementation of a permanent Medicare J-code. Community discussions remain polarized between those concerned by regulatory setbacks and those betting on long-term value through upcoming Medicare payment catalysts and potential strategic milestones.

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Blackstone Real Estate Income Trust, Inc. operates as real estate investment trust. The firm invests in stabilized income-oriented commercial real estate in the United States and also in real estate-related securities. The company was founded in 1991 and is headquartered in New York, NY.

Blackstone Real Estate Income Trust Inc - Ordinary Shares - Class I

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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