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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 in conversation following a powerful earnings report where management raised fiscal 2027 revenue guidance to a range of $65 billion to $72 billion and explicitly stated they currently have no plans to utilize their previously announced ATM program. The community is focused on this massive revenue growth and the decision to halt dilution, with many retail investors debating if this is the catalyst for a significant short squeeze or if lingering management credibility concerns will continue to cap the stock's upside.

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 its earnings report, fueled by a newly announced multi-million-dollar defense contract with the Israeli Ministry of Defense. The community is actively discussing the stock's significant short interest and potential for a squeeze, viewing recent contract wins and institutional interest as signals of a major fundamental shift for the company.

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 aggressively position themselves ahead of the upcoming earnings release, debating whether the stock's AI infrastructure potential will trigger a short squeeze against vocal detractors. Community sentiment remains highly polarized, with intense focus on capacity deployment, future revenue growth, and the broader impact of massive capital inflows into the AI data center sector.

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 surging as a massive revenue backlog and raised guidance fuel investor confidence in its AI infrastructure expansion, despite ongoing community debate regarding the company's heavy capital expenditure and high debt levels. Traders are actively discussing the potential for a short squeeze as the stock reacts to strong sequential growth, with many focused on whether this rally can sustain momentum ahead of upcoming economic data.

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 Corporation is facing significant downward pressure and volatility following a downward revision to its annual revenue guidance, which has fueled intense debate among retail investors regarding management's execution. While some in the community remain bullish on the company's long-term potential as a critical domestic antimony supplier, others are actively questioning the leadership's communication and the impact of lower global antimony prices on the stock's valuation.

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 as investors react to its record-breaking quarterly results and strong forward guidance, which highlight the company's central role in the surging demand for AI-driven optical data center infrastructure. The community is actively debating the stock's significant growth potential against broader market volatility and valuation concerns, with many investors focusing on its critical position as a supplier to hyperscalers.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as retail investors weigh persistent downward price pressure against recent reports of significant insider buying and institutional positioning. The community remains divided, with many debating if the current volatility is a structural bear trap or an entry point for long-term AI infrastructure exposure.

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 stock is currently facing downward pressure, heavily influenced by negative earnings sentiment from competitor On Holdings and recent analyst downgrades that highlight ongoing concerns regarding revenue headwinds in Greater China. Despite these challenges, the community remains deeply divided, with many long-term investors actively accumulating shares at the current price levels, banking on the brand's resilience and upcoming dividend payments while bears continue to cite concerns over slowing growth and shifting market share.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is facing significant selling pressure as investors react to a quarterly earnings miss, overshadowing the company's progress in transitioning from Bitcoin mining to high-performance AI data center infrastructure. While the community is debating whether the current pullback is a manipulation-driven buying opportunity or a signal of broader sector weakness, sentiment remains split between long-term bulls highlighting early project completions and skeptics focused on near-term financial volatility.

Global X Funds - Global X Dow 30 Covered Call ETF

Global X Dow 30 Covered Call ETF

The Dow Jones Industrial Average is trending as investors grapple with ongoing volatility tied to geopolitical tensions in the Middle East and concerns over artificial intelligence spending. Community discussion remains polarized, with traders actively debating market signals while navigating mixed earnings data and shifting economic indicators.

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SERV Stock Slips — Uber Fully Exits Stake In Delivery Robot Maker, While Adding RIVN, LCID Shares  

Equity

Uber’s quarterly report of institutional equity holdings, covering the period ended June 30, lists seven reportable positions but not Serve Robotics. 


NIO Stock Slides Overnight: BlackRock Slashes Stake Even As ES9 Deliveries Smash Premium EV Record

BlackRock also trimmed XPeng, while increasing its Lucid and Rivian holdings to record levels.

Why Is HTZ Stock Surging Nearly 20% In Premarket Trading? 

Hertz plans to expand its franchise and rideshare businesses and support Uber’s robotaxi program using Lucid vehicles.

LCID Q2 Earnings Miss on Inventory Charges, Revenues Beat Estimates

Lucid's Q2 revenues jump 56.2% and beat estimates, but a $300 million inventory charge widens losses and keeps margins deeply negative.

LCID Stock Falls 10% After-Hours Despite Revenue Growth — Lucid Keeps Midsize Model Timeline Open

Lucid said in its earnings on Tuesday that it will launch its midsize vehicles only when quality and processes fully meet its standards.


Lucid Group (LCID) Reports Q2 Loss, Tops Revenue Estimates

Lucid Group (LCID) delivered earnings and revenue surprises of -5.77% and +25.37%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Lucid Announces Operational Reset and Second Quarter 2026 Results

Lucid Announces Operational Reset and Second Quarter 2026 Results Lucid Announces Operational Reset and Second Quarter 2026 Results PR Newswire NEWARK, Calif., Aug. 4, 2026 Transformation programlaunched,starting withafocus onBack-to-BasicsIdentified$1.4billioncash flow improvement opportunities in...

Lucid's US Sales Fell in July and Its Stock Is Down 30% This Year Can Q2 Earnings Change the Narrative?

Lucid Group (LCID) to report earnings, but faces challenges with falling sales & volatile stock. CEO denies bankruptcy rumors as U.S. sales decline.read more...

Lucid Heads Into Earnings After Best Month Of 2026 — Saudi-Fueled Rally Faces Reality Check As Wall Street Sees Nearly $900M Loss 

Shares recently jumped 22% after Saudi Prince Alwaleed disclosed a 5% stake; the PIF remains Lucid’s largest shareholder with a 45% position.

Lucid Group Reports Earnings on August 4. Here's What Investors Should Be Watching.

Lucid Group Reports Earnings on August 4. Here's What Investors Should Be Watching...

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Lucid Group Inc.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Bearish Sentiment

$CMPS

$SOUN

$MRNA

$LCID

Compass Pathways ($CMPS), SoundHoundAI ($SOUN), Moderna ($MRNA), and Lucid Group ($LCID) are four of the most searched and talked-about stocks among retail investors this morning. Which are you most bullish? Drop your reasoning in the comments.

Which of these trending stocks are you most bullish on for the next 5 years - $CMPS, $SOUN, $MRNA, or $LCID?

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$2.30	--	--	N/A
Q2 '26	-$2.36	-$2.78	-17.57%	MISSED
Q1 '26	-$2.53	-$2.82	-11.33%	MISSED
Q4 '25	-$2.67	-$3.08	-15.41%	MISSED
Q3 '25	-$2.29	-$2.65	-15.62%	MISSED

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