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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 as traders respond to an earnings beat and strong revenue guidance, fueling speculation of a potential short squeeze as the stock undergoes a fundamental re-rating. The community is actively debating the stock's valuation disconnect compared to AI peers, with bullish sentiment focused on the company's massive backlog and the possibility that shorts may soon be forced to cover.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is seeing significant momentum as investors digest upcoming investor day details and a massive share buyback program while sector rotation into memory and AI infrastructure fuels the rally. The community is actively debating the sustainability of this price action, with bulls pointing to strong fundamentals and potential short squeezes while bears remain skeptical of valuations and competitive headwinds.

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 upcoming clinical data presentations and the company's progress toward a planned BLA filing in late 2026 for its lead prostate cancer candidate. The community is actively debating the potential for a multibillion-dollar buyout, while closely monitoring manufacturing updates and institutional accumulation as the firm prepares for its next growth milestones.

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 surging as investors cheer the official closure of the Northern Data acquisition and the scaling of the Quake AI infrastructure division, which has significantly shifted the stock's narrative toward high-growth AI compute. Community sentiment is overwhelmingly bullish, with active discussion focused on the potential for a massive short squeeze driven by record short interest and the strategic value of the company's unmonetized data center capacity.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlist is trending as investors react to a significant new patent infringement action filed against Micron, Super Micro Computer, HPE, and Lenovo, which follows a major strategic settlement with Samsung. The community is actively discussing a surge in momentum, citing a raised price target from Roth Capital and increased optimism regarding potential upcoming settlements and a future NASDAQ relisting.

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 stock is experiencing significant volatility following an earnings report that featured a revenue beat and strong AI infrastructure demand, yet faced selling pressure due to concerns over gross margin contraction and high investor expectations. Investors are actively debating whether this pullback represents an attractive institutional accumulation opportunity or a broader warning sign for AI-related networking hardware.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is currently facing downward pressure as investors react to news of a potential European Union investigation into its Ceconomy acquisition, alongside broader market frustration over Chinese equity underperformance. Despite the dip, some community members continue to highlight the company's strong cash position and growth potential as long-term buying opportunities.

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 Holdings is experiencing extreme volatility following a mixed earnings report where record-breaking revenue and raised guidance were overshadowed by a significant earnings per share miss. While the community is deeply divided between optimistic long-term investors highlighting strong backlog growth and cynical traders pointing to dilution and management's past performance, the stock remains a focal point for intense debate over its future valuation and institutional manipulation.

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 investors weigh the company's raised full-year guidance and significant RPO against a revenue miss and concerns regarding profitability. Community sentiment is deeply polarized, with some bulls emphasizing the company's fast inference technology and enterprise partnerships, while bears highlight the high valuation, heavy stock-based compensation, and upcoming share lockup expirations.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending as investors monitor the impact of a newly scheduled March trial date in the high-stakes antitrust lawsuit challenging the Warner Bros. Discovery merger. The community is actively debating the significance of potential settlement concessions, such as divesting assets like CNN, while keeping a close watch on persistent institutional short-selling pressure.

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CVD Equipment Reports Second Quarter 2026 Results; Advances Strategic Transformation During Second Quarter, $23.5 Million in Cash and Debt-Free Balance Sheet

CVD Equipment Corporation (NASDAQ: CVV) (the Company) today reported its financial results for the second quarter ended June 30, 2026. Highlights Completed sale of SDC division on April 1, 2026 for $17.4 million. Generated net cash proceeds of approximately $15.0 million from the transaction after...

CVD Equipment Corporation to Report Second Quarter 2026 Financial Results on August 12, 2026

CVD Equipment Corporation (NASDAQ: CVV), a leading provider of chemical vapor deposition and thermal process equipment, today announced that it will release its financial results for the second quarter ended June 30, 2026 after the market close on Wednesday, August 12, 2026. The Company will hold a...

CVD Equipment Stock Declines Post Q1 Earnings and Margin Weakness

CVV's first-quarter 2026 results show revenue and margin pressure from weak system bookings, though orders improve and a divestiture strengthens liquidity.

CVD Equipment (CVV) Q1 2026 Earnings Transcript

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Image source: The Mo...

Why Is CVD Equipment (CVV) Stock Down Over 17% After Hours Today?

CVD Equipment stock falls after weak quarterly revenue, wider losses and slowing system bookings.read more...

CVD Equipment Corporation Reports First Quarter 2026 Results

CVD Equipment Corporation (NASDAQ: CVV) (the Company) today reported financial results for the first quarter ended March 31, 2026. As previously announced, the Company entered into an asset purchase...

CVD Equipment Corporation to Report First Quarter 2026 Financial Results on May 14, 2026

CVD Equipment Corporation (NASDAQ: CVV), a leading provider of chemical vapor deposition and thermal process equipment, today announced that it will release its financial results for the first...

CVD Equipment Corporation Demonstrates High Quality Single Crystal SiC Boule Growth in Collaboration with Stony Brook University

CVD Equipment Corporation (NASDAQ: CVV), today announced the successful growth of single crystal silicon carbide (SiC) boules grown on CVD Equipment (CVDE) Physical Vapor Transport (PVT) Systems and...

CVD Equipment Stock Falls Post Q4 Earnings as Orders Weaken

CVV faces pressure after fourth-quarter 2025 results reveal weaker revenue, rising losses and slowing orders amid ongoing restructuring efforts.

CVD Equipment Corporation Completes Sale of its SDC Division

CVD Equipment Corporation (NASDAQ: CVV) (CVD or the Company) today announced that it has completed the sale of the Companys Stainless Design Concepts (SDC) business division. The previously announced transaction was completed for a purchase price of approximately $16.9 million in cash, subject to...

CVD Equipment Corp. engages in the design, development, and manufacture of chemical vapor deposition, gas control, and other state-of-the-art equipment and process solutions. It operates through the following segments: Chemical Vapor Deposition (CVD) Equipment, Stainless Design Concepts (SDC), and MesoScribe. The CVD Equipment segment includes manufacturing of chemical vapor deposition, physical vapor transport, and thermal process equipment. The SDC segment focuses on manufacturing of ultra-high purity gas and chemical delivery control systems. The MesoScribe segment provides electronic printing services and products. The company was founded by Leonard A. Rosenbaum on October 13, 1982 and is headquartered in Central Islip, NY.

CVD Equipment Corp.

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.

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