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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 seeing significant pre-earnings volatility and increased retail interest, with investors closely watching a high short interest position of approximately 40% ahead of its upcoming results. The community is actively debating the potential for a short squeeze, balancing excitement over recent defense contract activity against concerns regarding the company's historical earnings performance and valuation.

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 trending as traders speculate on a potential price recovery leading up to upcoming earnings, with community sentiment divided between bullish excitement over record backlog growth and skepticism regarding short-term volatility and institutional share dilution. Investors are closely tracking technical indicators and sector-wide momentum as they weigh the firm's expanding role in lunar infrastructure against broader market conditions.

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 community excitement surrounding its record revenue growth and raised outlook, with investors closely watching for institutional analyst upgrades following strong institutional accumulation. The conversation is dominated by bullish sentiment regarding the company's progress on its logical qubit roadmap and its pivot toward large-scale commercialization.

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 currently trending as investors debate its valuation and growth prospects following a strong quarterly earnings beat and raised guidance centered on its 'networking supercycle.' While some market participants express frustration over price volatility and perceived institutional manipulation, many others see a compelling buying opportunity, citing significant AI infrastructure order growth and multiple price target upgrades from analysts.

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 is seeing significant market activity and community speculation driven by the recent announcement of a multi-year, multi-billion dollar data center lease with TensorWave, which serves as a key commercial validation for their Project Matador infrastructure. Investors are actively debating the company's valuation, upcoming earnings potential, and the strategic impact of hiring a new CEO, as the stock remains a focal point for those tracking AI-driven power and infrastructure plays.

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 volatility following a post-earnings selloff, with investors divided between those viewing the pullback as a buying opportunity based on strong revenue guidance and those concerned about high valuations and upcoming share lockup expirations. Market discussion remains focused on the company's aggressive infrastructure expansion and its ability to maintain its growth trajectory amidst intense scrutiny from both institutional analysts and retail traders.

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 as investors focus on its pivot from Bitcoin mining to an AI infrastructure and data center platform, bolstered by the recent completion of its Mirantis acquisition and strong institutional interest. While bullish sentiment is fueled by its massive power capacity and strategic partnerships, community discussions are currently dominated by heavy short interest, concerns over share dilution, and active debate regarding the company's ability to convert its gigawatt-scale pipeline into consistent revenue.

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 under significant pressure as the market reacts to the sunset of the DefenCath TDAPA reimbursement period, with investors expressing frustration over the lack of clear updates regarding Medicare Advantage contracts and future pricing. Community sentiment remains deeply divided, characterized by intense debate between long-term holders awaiting a potential turnaround driven by institutional accumulation and skeptical traders wary of management's communication and the stock's recent downward price trend.

Abeona Therapeutics, Inc. is a clinical stage biopharmaceutical company, which engages in the development of gene therapy for severe and life-threatening rare diseases. It programs include EB-101 (gene-corrected skin grafts) for recessive dystrophic epidermolysis bullosa (RDEB), ABO-102 (AAV-SGSH), an adeno-associated virus (AAV) based gene therapy for Sanfilippo syndrome type A (MPS IIIA), and ABO-101 (AAV NAGLU), an AAV based gene therapy for Sanfilippo syndrome type B (MPS IIIB). The company was founded in 1974 and is headquartered in Cleveland, OH.

Abeona Therapeutics Inc

Abeona Therapeutics is currently trending as investors weigh its commercial rollout of ZEVASKYN against concerns over a slow patient uptake and high expenses ahead of earnings. While some shareholders are accumulating positions based on the potential of the Qualified Treatment Center network and upcoming milestones, others are expressing frustration over the pace of execution and the heavy short interest suppressing the share price.

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 a surge in community engagement following the recent announcement that its strategic partner, Lumilens, has emerged from stealth with a $5.5 billion valuation and a multi-billion-dollar supply agreement with a major hyperscaler. Investors are actively discussing the validation of POET's optical interposer technology and the potential for long-term scalability as the semiconductorization of photonics becomes a critical solution for massive AI infrastructure buildouts.

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How AI's "Jurassic Park" Moment Sent Cybersecurity Stocks Soaring

We examine the investment opportunity in cybersecurity stocks and highlight three ETFs.

DDOG Stock Heads For Record Single-Day Drop Despite Q2 Earnings Beat, Raised Guidance

Equity

Datadog reported second-quarter earnings of $0.65 per share on revenue of $1.12 billion, both ahead of analyst expectations.


PANW Stock Holds Near Record Highs Despite Fresh China Security Review That Mirrors Micron Case

The review is being conducted under China's cybersecurity review framework for critical infrastructure.


The Asymmetric AI Winner: Cybersecurity ETFs Gaining From Cloud Buildout

Cybersecurity ETFs are gaining traction as AI-driven cloud expansion fuels demand for digital protection and risk management.

CSCO Stock Dips As CFO Flags Possible Margin Headwinds 

Chief Financial Officer Mark Patterson warned that the company would see “ups and downs.”

Hack-Proof Your Portfolio: The Bull Case for Cybersecurity ETFs

As AI investments surge, AI-driven cyberattacks are rising in parallel, boosting the case for cybersecurity ETFs.

Growing AI Risks & Defense Demand Boost Cybersecurity ETFs' Appeal

As AI adoption and cyberwarfare accelerate, cybersecurity ETFs may offer a compelling investment opportunity.

DDOG Stock Races Toward Best Week Ever After $1B Revenue Milestone — Stifel Sees 61% More Upside Ahead

Datadog is also on track to be the top gainer this week on the Nasdaq 100 and the second-best performer on the S&P 500. 


NET Stock Rebounds As Cloudflare Bets On Autonomous AI Systems With New Agent Tools

Cloudflare launched Dynamic Workers, a lightweight system that runs AI-generated code in secure environments within milliseconds.


Cisco Reportedly Mulls Buying Israeli Cybersecurity Startup For At Least $250M As Concern Over AI Agents Mount

According to a report from The Information, Cisco is currently in talks to acquire Astrix Security, which primarily sells software geared toward monitoring and securing AI agents. 

First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF

Bullish 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	$100.39
Prev Close	$99.92
Open	$99.71
Dividend Yield	N/A
50-Day Moving Average	$90.34
Beta	N/A
Avg. Volume	1.48M
PE Ratio	N/A

52-Week High	$101.18
52-Week Low	$60.07
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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