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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 trending as retail investors anticipate a potential short squeeze ahead of its second-quarter earnings report, fueled by high short interest and speculative interest in the company's defense technology sector. The community is actively debating the stock's volatility, focusing on whether a strong revenue beat and raised guidance will force short sellers to cover their positions and trigger a rapid price increase.

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 trending as investors react to a strong quarterly report featuring record revenue and an increased 2026 outlook, fueling community debates regarding the stock's valuation relative to its quantum industry peers. While some participants express frustration over recent price pinning and volatility, many remain bullish on the company's long-term commercialization narrative, citing significant government backing and a robust balance sheet as key catalysts for future growth.

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 investors react to blowout earnings and robust forward guidance that significantly outpaced analyst expectations. The community is actively discussing the potential for a massive short squeeze, with many arguing that the stock is heavily undervalued given its dominant position in AI hardware and record revenue outlook.

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 capturing significant investor attention as community members debate whether the current price action is a legitimate reversal supported by strong contract backlogs or a temporary pump ahead of upcoming earnings. Market participants are actively discussing the impact of broader space sector volatility, recent insider activity, and high short interest, with many focused on whether upcoming financial reports will catalyze a breakout or result in a significant correction.

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 trending as investors digest a strong earnings report and raised guidance that highlights its role in the AI networking supercycle, despite a post-earnings share price dip. Community sentiment remains divided, with many traders discussing potential manipulation by hedge funds, while others focus on long-term value and institutional price target upgrades toward $150.

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 price volatility following an earnings miss that disappointed investors despite the company's raised full-year outlook. The community is sharply divided, with bulls pointing to the company's long-term partnership potential and infrastructure growth, while bears are focusing on the high valuation, heavy cash burn, and the upcoming expiration of the IPO share lockup period.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is currently trending as a leading AI infrastructure play, driven by massive enterprise demand for AI-optimized server hardware and a robust, expanding backlog. The community is actively debating the company's valuation against rivals like Super Micro Computer, focusing on how its diversified business model, enterprise AI refresh cycle, and profitability trajectory position it within the broader AI buildout.

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 trending as investors weigh strong operational results, including record retail operating margins and profit growth, against broader concerns over Chinese e-commerce regulation and top-line revenue headwinds. The community is actively debating the stock's long-term value given its cash-rich balance sheet versus ongoing market volatility and skepticism toward Chinese equities.

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 as investors cheer a strong earnings report that highlighted massive revenue growth and accelerated AI cloud demand, directly fueling a potent short squeeze. The community is actively debating the stock's valuation, with many bullish traders celebrating the aggressive price action as a vindication against high-profile bearish bets, while others urge caution and profit-taking after the parabolic rally.

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

Tradr 2X Short NBIS Daily ETF

The Tradr 2X Short NBIS Daily ETF is facing extreme volatility and rapid price decay, leaving traders divided as they debate whether the underlying asset is a bubble or simply undergoing a standard correction. The community is actively discussing the risks of holding such leveraged products, with many questioning why the ETF's performance failed to match expected mathematical targets during recent market moves.

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Themes ETF Trust - Leverage Shares 2X Long HUT Daily ETF

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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