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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 intense community speculation as investors position themselves ahead of the upcoming earnings report, fueling a heated standoff between those betting on a short squeeze and those skeptical of the company's valuation. Market participants are fixated on high short interest and potential revenue growth driven by defense sector contracts, leading to significant volatility as traders debate whether the stock will continue its upward momentum or face a correction.

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 react to a significant revenue miss and weaker-than-expected margins, fueling intense debate over the company's valuation relative to its growth. The community is actively discussing the stock's massive price swings, concerns regarding upcoming share lockup expirations, and conflicting perspectives on whether the company represents a legitimate AI powerhouse or an overvalued asset.

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 trending as investors weigh strong AI networking demand and record product orders against cautious sentiment surrounding headcount reductions and competitive pressures. The community remains divided, with many highlighting the stock as an undervalued AI infrastructure play poised for future growth, while others express skepticism regarding its ability to maintain margins and market share against rapidly evolving tech peers.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp is trending after beating analyst expectations with record fiscal fourth-quarter results and strong forward guidance, though the stock faced a classic sell-the-news reaction. The community is actively debating the durability of the AI optical thesis, with bulls viewing the pullback as a buying opportunity given the company's manufacturing growth and the broader structural transition from copper to optical connectivity.

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 trending as the stock faces downward pressure following a recent analyst downgrade and investor concerns over the company's China market turnaround strategy. The community remains deeply divided, with many debating whether the current price represents a long-term value opportunity or a persistent value trap amidst intensifying competition.

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 Corp is trending as investors react to a negative opinion from the EMA's CHMP regarding the marketing authorization for YARTEMLEA in Europe. Despite this regulatory hurdle, the community remains focused on the U.S. launch momentum, with discussions highlighting upcoming catalysts like the effective date for the J-code and the anticipated approval of the New Technology Add-On Payment.

Investment Managers Series Trust II - Tradr 2X Short NBIS Daily ETF

Tradr 2X Short NBIS Daily ETF

The NBIZ leveraged ETF is experiencing intense volatility and community debate as traders grapple with significant price decay following its inverse tracking of Nebius. Investors are actively discussing the risks of holding the instrument through earnings and high-beta market swings, often highlighting the technical challenges of managing a 2X daily inverse product against a volatile underlying AI stock.

Cheesecake Factory, Inc. engages in the operation of restaurant chains. It operates through the following segments: The Cheesecake Factory Restaurants, North Italia, Other FRC, and Other. The Cheesecake Factory Restaurants segment offers appetizers, pizza, seafood, steaks, chicken, burgers, small plates, pastas, salads, sandwiches and omelettes, and a selection of gluten-free items. The North Italia segment specializes in Italian cuisine. The Other FRC segment includes brands acquired from Fox Restaurant Concepts. The Other segment consists of the Flower Child brand, along with other businesses. The company was founded by David M. Overton, Oscar Overton, and Evelyn Overton in 1972 and is headquartered in Calabasas Hills, CA.

Cheesecake Factory Inc. (The)

Cheesecake Factory Inc.

Cheesecake Factory is trending as retail investors react to a powerful, extended rally that has pushed the stock to record highs, sparking intense debate between long-term bulls and those concerned about extreme technical overextension. While some community members point to strong operational execution and expansion of concepts like North Italia as justification for the move, others are calling for a pullback due to high RSI levels and aggressive insider selling.

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 digest the company's transformation into an AI infrastructure powerhouse, with heavy community focus on the massive short interest and potential for a squeeze. Bulls are citing the record quarterly revenue and the strategic acquisition of Northern Data's GPU and data center assets as catalysts for a long-term valuation re-rating.

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 surging following stellar earnings that highlighted strong profitability and customer demand, driving a massive short squeeze that has left bearish investors, including those following Michael Burry, significantly underwater. The community is actively debating the sustainability of this momentum, with many bulls targeting further upside while others speculate on imminent volatility and institutional positioning.

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EZGO Technologies Signed Three-Party Strategic Framework Agreement with Autotrax.ai and Zhejiang Hengyuan to Build a U.S.-Assembled Autonomous Vehicle Platform Powered by Lithium Battery and iChassis Technology

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EZGO Announces 1-for-150 Reverse Share Split Effective May 19, 2026

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EZGO Announces 1-for-25 Reverse Share Split Effective November 21, 2025

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EZGO Technologies Ltd. is a holding company, which engages in selling e-bicycle and battery cells. It operates through the following segments: Battery Cells and Packs, Sales of Electronic Control System, and Others. The Others segment refers to second-hand machineries. The company was founded on January 24, 2019 and is headquartered in Changzhou, China.

EZGO Technologies Ltd

Bearish 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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