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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending following a strong quarterly earnings report that featured record-breaking revenue and an massive $104 billion backlog, signaling that AI infrastructure demand remains highly aggressive. The community is actively debating the company's ability to turn this demand into profitable growth while managing significant capital expenditures and debt levels, fueling intense speculation among bulls expecting a short squeeze and bears skeptical of its long-term financial stability.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending as investors react to strong financial results and guidance, with the community actively debating whether the record-setting revenue and AI-driven laser demand warrant further upside despite recent valuation concerns. Market participants are closely watching the stock's ability to maintain momentum amidst broader tech sector volatility and ongoing discussions regarding supply chain bottlenecks in the optics space.

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 seeing increased investor activity and community buzz as the company prepares for upcoming quarterly results, with shareholders closely monitoring the production ramp and potential new customer announcements. The stock is benefiting from broader sector tailwinds driven by rising demand for optical connectivity and AI-driven data center infrastructure.

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 trending as investors focus on the company's strategic pivot toward AI infrastructure following its acquisition of Northern Data, a move that has significantly expanded its GPU capacity and data center footprint. The community is actively debating the potential for a massive short squeeze due to record-high short interest, while simultaneously analyzing the upcoming earnings report and formal guidance as key catalysts for a long-term re-rating.

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 after a major earnings beat and aggressive forward guidance that significantly topped analyst expectations, fueling intense community debate over its massive backlog and potential for a short squeeze. Investors are actively split between those focused on the company's hyper-growth trajectory and profitable AI infrastructure demand, and others who remain wary of lingering legal risks and management's past reliance on dilution.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors weigh significant AI infrastructure investment news and high-profile institutional backing against concerns about capital-intensive growth and ongoing short-selling activity. The community is sharply divided, with intense debate centering on potential short squeezes, earnings guidance, and the company's long-term competitive positioning within the AI cloud sector.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is facing persistent downward pressure as investors weigh a significant revenue headwind from a major strategic reset in China alongside ongoing analyst downgrades and sector-wide weakness. Community sentiment is deeply divided, with some investors aggressively accumulating shares at what they perceive to be generational lows, while others remain disillusioned by the stock's multi-year performance and competitive challenges from brands like On and Hoka.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

Trulieve Cannabis Corp is trending as investors react to its historic NYSE listing, which was met with unexpected volatility and a sell-off that some community members attribute to the founder's share sales and a broader sector-wide liquidity adjustment. While the community remains divided over the stock's short-term price action, active discussions are focused on the company's status as a first-mover for institutional capital, its potential for share buybacks, and the broader impact of upcoming federal rescheduling hearings.

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 retail investors ramp up activity ahead of its upcoming earnings report, fueled by a recent multi-million-dollar defense tender from the Israeli Ministry of Defense. Community sentiment remains intensely focused on a potential short squeeze, with bulls highlighting the company's expanding backlog and strategic defense partnerships as catalysts for a move toward double-digit share prices.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony (UAMY) is facing downward pressure following a disappointing quarterly earnings report where the company significantly cut its annual revenue guidance, citing declining market prices and production shifts. The community remains deeply divided, with some investors expressing frustration over management's execution and communication, while long-term shareholders maintain a bullish outlook on the company's critical role in the U.S. defense supply chain and its potential to benefit from domestic production mandates.

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XRP Price Drops To Its Lowest Level Since 2024 After Bitcoin’s Fourth Failed Attempt To Hold Above $64K 

Cryptocurrency

Bitcoin recovered above $64,000 after touching $63,770 during the session.


MSTR Stock Slides After Strategy Ends Four-Week Pause With $104M Bitcoin Sale

Equity

The company sold the Bitcoin at an average price of $63,957, below its average acquisition cost of approximately $75,419 per coin.


Bitcoin ETFs Snap Two-Month Outflow Streak, But Monthly Inflows On Track To Hit Record Low

While monthly inflows remained subdued, July represented a recovery from the outflows seen in May and June.


Bitcoin Is Near Overbought Levels – But Glassnode Warns That The Rally Has A Trust Problem

According to Glassnode’s Weekly Pulse report, Bitcoin’s rally was driven by thin liquidity rather than strong buying conviction.

What Do Bitcoin, SpaceX, And Starlink Have In Common? 10x Research Points To ‘Physics’

In a note to investors, 10x Research stated that Bitcoin, SpaceX and Starlink are part of the same long-term infrastructure buildout rather than separate investment themes.

Bitcoin-MSTR Panic Is ‘Mostly Noise’ – BTC A ‘Screaming Buy’ At $64K, Says Standard Chartered 

Standard Chartered's Geoff Kendrick said investor concerns from Strategy’s Bitcoin sales stem from its shift away from its long-standing "never sell" messaging rather than from any deterioration in Bitcoin's fundamentals.

Bitcoin Price Tops $64,000 – Analysts Eye $65K Breakout, $67K Short Squeeze

More than $215 million in leveraged crypto positions were liquidated over the last 24 hours, with short sellers accounting for the majority of losses.

Bitcoin Bulls And Bears Agree A Bottom Is Coming — They Just Disagree On How Much It'll Hurt

The $48,400 mark is crucial. Holding above it could signal the final stages of a market bottom, while breaching it could trigger larger sell-offs, analysts say.

Grayscale Pushes Back On The 80% Crash Calls — Says Bitcoin's Bottom Hinges On The Fed And CLARITY Act

Grayscale’s latest report argued this cycle's drawdown is unlikely to match the 80% declines of prior bear markets due to stronger institutional demand and a more mature market structure.

Grayscale Bitcoin Mini Trust Becomes Oversold (BTC)

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me...

Grayscale Bitcoin Mini Trust ETF - Common units of fractional undivided beneficial interest

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.

Current Price	$28.07
Prev Close	$28.28
Open	$28.37
Dividend Yield	N/A
50-Day Moving Average	$28.13
Beta	1.63
Avg. Volume	1.45M
PE Ratio	N/A

52-Week High	$55.96
52-Week Low	$25.65
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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