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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 rallying as community members react to a double-digit revenue beat and a massive $104 billion backlog, signaling continued momentum in the AI infrastructure sector. While some investors debate the sustainability of the company's high capital expenditures and debt levels, the bullish sentiment is driven by surging demand and raised guidance, leading to active discussions regarding potential short squeezes.

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 attracting intense community interest as investors position themselves ahead of the upcoming earnings release and anticipate a short squeeze, driven by recent high-profile defense contract wins in the drone sector. Shareholders are actively discussing the company's expanding strategic partnerships and the potential for significant upside movement if the upcoming guidance exceeds expectations.

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 (UAMY) is trending as investors react to a significant downward revision in full-year revenue guidance caused by lower market prices for antimony and delivery timing shifts. The community remains deeply divided, with some investors aggressively accumulating shares at lower prices due to the company's status as a critical domestic supplier for national security, while others express frustration over management's execution and lack of clear communication.

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 weigh an upcoming earnings report against significant institutional interest and persistent short-seller skepticism. Community discussion is heavily focused on the stock's potential for a short squeeze amid heavy volatility and bullish sentiment regarding the broader AI infrastructure buildout.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is experiencing significant volatility as investors weigh a major 19 billion dollar data center lease with Anthropic against a substantial quarterly earnings miss. The community remains deeply polarized, with bulls highlighting the long-term potential of the firm's AI infrastructure buildout while bears point to the stock's recent downtrend, repeated post-earnings sell-offs, and concerns over massive warrant-related accounting losses.

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 is trending following a double earnings beat and optimistic forward guidance that highlights insatiable demand for optical data center components, with the community actively debating whether the stock's recent price action reflects a potential for further breakout or a period of consolidation. Investors are closely monitoring its role as a key infrastructure provider in the AI buildout, while discussions remain polarized between those confident in its long-term growth and others concerned about valuation and sector-wide volatility.

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 trending after reporting strong quarterly results that significantly beat analyst estimates and providing aggressive revenue guidance for the coming year, signaling continued acceleration in the AI infrastructure cycle. The community is actively debating the company's depressed valuation relative to its massive backlog, with many investors anticipating a potential short squeeze as they dismiss past concerns and focus on the firm's improved profitability.

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 weigh strong demand from the aerospace and defense sectors against capacity constraints, while the community actively debates whether the stock is primed for a massive growth phase or a short squeeze. Positive sentiment is fueled by robust earnings and expanded manufacturing infrastructure, contrasting with ongoing discussions about short interest and the potential impact of volatility in the broader space sector.

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 Group shares are trending following a strong quarterly earnings report that featured a double beat on top and bottom-line estimates and raised full-year guidance. While the stock initially faced volatility as traders debated its high valuation, the community remains intensely focused on the chain's category-leading traffic growth and rapid store expansion plans.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera Biologics is trending following the announcement of a strategic research collaboration with Vertex Pharmaceuticals focused on T-cell engagers, which investors view as critical validation of their proprietary drug discovery platform. The community is actively debating the stock's future potential, balancing excitement over the company's growing list of high-profile partnerships against frustrations regarding the long-term share price performance and the critical upcoming clinical readout for their lead asset, ABCL635.

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Does NVIDIA's $500B AI Push Open a New Opportunity for Financial ETFs?

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4 ETFs to Play in the Month of August 

August could favor banks, Big Tech, cash-like bonds and value ETFs as higher yields, AI spending and inflation shape market trends.

Big Banks Deliver Strong Q2: ETFs in Focus

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Equity

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 Bank Earnings Look Strong Ahead of Q2: ETFs in Focus

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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.

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