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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 reporting record-breaking fiscal Q4 results, highlighted by massive revenue guidance for FY2027 and a significant improvement in profit margins. Investors are closely monitoring the company's ability to capitalize on AI demand, with many in the community viewing the stock as significantly undervalued and speculating on a potential short squeeze as management confirms no near-term plans for additional share dilution.

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 experiencing extreme volatility as investors weigh a significant earnings beat and massive revenue backlog against ongoing concerns regarding high capital expenditures and debt levels. The community is sharply divided, with bulls pointing to the company's critical role in AI infrastructure to justify the current valuation, while bears continue to highlight cash burn and potential dilution risks.

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 is trending as investors digest the company's recent strategic selection by the Israeli Ministry of Defense for a tactical attack drone program ahead of its upcoming earnings report. The community remains highly focused on the stock's significant short interest and the potential for a mechanical squeeze driven by positive news flow, institutional partnerships, and options activity.

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 aggressively position themselves ahead of the upcoming earnings report, with community sentiment largely focused on a potential short squeeze against notable short seller Michael Burry. The stock is seeing significant volatility and high options volume, as market participants weigh strong institutional backing and long-term infrastructure growth against concerns over data center project delays and sector-wide spending risks.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas Life Sciences is currently trending as investors eagerly await the 80th event trigger for the Phase 3 REGAL trial, with the community actively speculating that the companys ongoing quiet period and robust cash position signal an imminent buyout or major strategic deal. The discussion is heavily centered on the unprecedented survival outcomes of patients in the GPS immunotherapy arm, with shareholders closely monitoring the upcoming quarterly filing for signs of regulatory progress and potential confirmation of a significant clinical milestone.

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 Inc. is trending as investors digest a strong earnings report that featured both a double-beat on quarterly results and an upward revision to future guidance. The community is actively debating the stock's resilience, with many participants citing the company's critical role in AI data center infrastructure and optical connectivity as key drivers for long-term growth despite recent price volatility.

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 Corporation is trending as investors debate the company's recent decision to significantly lower its full-year 2026 revenue guidance, citing a material decline in market prices and production shifts. The community remains deeply divided, with some critics questioning leadership's forecasting accuracy while others view the pullback as a long-term accumulation opportunity supported by the company's critical role in domestic defense and looming 2027 supply chain restrictions.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is trending as investors weigh strong backlog growth and a high-revenue second quarter against persistent market volatility and heavy short interest. The community is actively discussing the stock's potential for a long-term rally given its vertical integration in space and defense, while closely tracking technical support levels ahead of upcoming earnings.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as investors digest the company's Q2 earnings report, which highlighted year-over-year revenue growth, expanded margins, and increased guidance that fueled bullish sentiment regarding its manufacturing capacity. The community is actively discussing the company's shift from a demand-constrained to a capacity-constrained business model, with many debating the impact of production scaling at its new Livermore campus and potential for a short squeeze.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending as investors react to a strong quarterly double beat, characterized by 32% year-over-year revenue growth and robust same-restaurant sales despite broader industry headwinds. While the community is actively debating the stock's premium valuation relative to its expansion potential, many shareholders remain bullish on its category-leading growth and successful traffic generation.

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Connexus Corp. engages in the provision of bitcoin solutions through Bitcoin Automated Teller Machines. The company was founded on June 17, 2004 and is headquartered in Bethel, CT.

Connexus Corp

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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