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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 trending after reporting strong fiscal results that surpassed analyst expectations and providing aggressive future revenue guidance, signaling continued high demand in the AI infrastructure sector. Community discourse is heavily focused on the cancellation of the company's previously announced stock offering, with investors debating whether this catalyst will trigger a significant short squeeze or if lingering governance concerns will continue to cap the stock's momentum.

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 retail investors rally behind the stock ahead of upcoming earnings, fueled by a new strategic contract win with the Israeli Ministry of Defense and significant institutional interest. Community sentiment is overwhelmingly bullish, with active discussions focusing on a potential short squeeze due to high short interest and anticipation that the company's autonomous drone technology is becoming a critical component in modern defense.

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 following a double-beat earnings report that highlighted significant revenue growth and increased guest traffic, fueling community optimism about its position as a category-defining brand. While some investors remain cautious about the stock's premium valuation compared to traditional restaurant chains, the bulls are actively discussing the company's aggressive expansion strategy and its ability to outpace peers in a challenging consumer environment.

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 traders closely watch its upcoming earnings report following a series of strategic contract wins and ongoing progress across its launch and lunar programs. The community remains divided, with many long-term investors viewing the recent price action as a buying opportunity while others remain cautious of volatility linked to the broader space sector and potential valuation adjustments.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is currently a major focus of community debate as investors weigh significant revenue growth and major AI infrastructure contracts against concerns over the impact of recent convertible debt financing. Bullish sentiment is driven by the potential for a short squeeze fueled by high short interest and a low float, while bears remain focused on the need for management to deliver transparent earnings execution.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors monitor the company's expanding role in software-defined vehicles and robotics, specifically focusing on the QNX platform's integration with major industry players. The community is actively debating potential news regarding the Alloy Kore platform and remains hyper-focused on upcoming investor presentations as a catalyst for a sustained shift in momentum.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is experiencing intense community focus and high volatility driven by surging demand for Indium Phosphide (InP) substrates, which are seen as a critical bottleneck for the burgeoning AI optical infrastructure market. Investors are actively debating whether this represents a long-term structural shift or a speculative pump, with many weighing the impact of major supply agreements and ongoing geopolitical trade concerns against the stock's rapid vertical move.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martin (LMT) is trending as the defense sector experiences a significant catalyst following the passage of a major military spending bill and positive Q2 earnings, which highlighted a record backlog and increased production demand. Community discussion is heavily focused on the company's long-term defense growth, new contract wins, and strategic collaborations, with many investors debating the stock's potential for sustained upside amidst ongoing geopolitical volatility.

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 generating intense investor anticipation and volatility as it heads into its upcoming earnings report, with the community closely tracking whether the company can follow the industry trend of accelerating demand. Bullish investors are betting on a massive short squeeze against high short interest, while skeptics remain focused on concerns regarding data center construction delays and the high cost of capital for compute-intensive infrastructure.

UNI is the governance token for Uniswap, an Automated Market Marker DEX on the Ethereum blockchain. The UNI token allows token holders to participate in the governance of the protocol. Key decisions such as usage of the treasury or future upgrades can be decided through a governance vote.

UniSwap

Uniswap is experiencing intense buying pressure as the community rallies behind a major governance proposal to activate a fee switch and initiate a massive token burn, fueling optimism about deflationary supply dynamics. Traders are closely monitoring the resulting momentum and bullish technical setups as the protocol seeks to capture institutional interest and long-term revenue growth.

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Purple Biotech Ltd. is a development stage pharmaceutical company, which engages in drug development. It operates through two segments: Oncology, and Pain & Hypertension. The Oncology segment includes NT219, a therapeutic candidate which is a small molecule that targets two signal transduction pathways which are involved in the development of cancer drug resistance mechanisms, and which is currently in the late pre-clinical stage of development. The Pain & Hypertension segment includes Consensi, a combination drug for the simultaneous treatment of two clinical conditions, pain caused by osteoarthritis and hypertension (high blood pressure), which can be pre-existing or caused by the treatment for osteoarthritis. The company was founded by John Paul Waymack on August 12, 1968 and is headquartered in Rehovot, Israel.

Kitov Pharma Ltd - ADR

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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