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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 investors brace for upcoming earnings, with high short interest fueling intense speculation about a potential short squeeze. The community is actively monitoring the stock's recent price volatility and technical patterns, debating whether strong revenue guidance and recent defense contract developments will trigger a breakout or if the current positioning invites further downward pressure.

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 massive Q2 earnings beat, characterized by rapid AI cloud revenue growth and a substantial multi-billion dollar partnership with Meta. The rally is further fueled by a violent short squeeze that has drawn significant community attention to the aggressive, ongoing conflict between retail bulls and prominent short sellers doubling down on their positions.

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 as investors digest mixed quarterly results and prepare for upcoming share lockup expirations. While the community remains divided between bullish proponents of its wafter-scale AI inference technology and bears citing lofty valuations, the stock continues to be a magnet for high-intensity short-term trading.

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 focus on its recent earnings report, which highlighted record revenue growth and a raised full-year outlook despite broader market volatility and concerns over cash burn. The community is heavily debating the company's valuation relative to quantum peers, with many highlighting institutional accumulation and government partnerships as catalysts that could drive long-term upside.

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 currently trending following strong earnings results that showcased significant growth in AI-driven networking and infrastructure orders, beating analyst expectations. While community sentiment remains largely bullish, investors are actively debating the stock's valuation after a massive year-to-date rally and analyzing whether the networking supercycle is sufficient to sustain further gains.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber Technologies is attracting significant investor attention as the company successfully secured a multi-billion dollar credit facility to bolster its long-term liquidity and fuel an aggressive expansion into autonomous vehicles and robotics. While some community members remain skeptical of the stock's performance, others are highlighting the company's record-breaking free cash flow generation and potential for long-term compounding as key reasons to remain bullish.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending as the market digests a transformative 500 billion dollar AI infrastructure financing initiative, which aims to de-risk its business model while signaling massive long-term data center demand. Investors are actively debating the sustainability of this circular financing model versus the stock's potential for further breakout, with many focusing on the upcoming earnings report as the critical catalyst for the next leg of institutional interest.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is facing heightened investor scrutiny due to rising concerns over AI infrastructure spending, management turnover, and ongoing regulatory hurdles. Despite this, the community remains divided, with many long-term bulls viewing current pullbacks as a buying opportunity while others express skepticism regarding the company's AI leadership and near-term growth trajectory.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visa is currently drawing significant attention as investors react to strong quarterly earnings, which highlighted resilient consumer spending and a new $20 billion share repurchase program. The community is actively debating the stock's long-term compounding potential against broader fintech disruptions, while technical analysts monitor its breakout above recent consolidation levels.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery is attracting significant investor attention as stakeholders closely monitor the progress of its pending acquisition by Paramount Skydance. Community discussions are heavily focused on the ongoing regulatory hurdles, including antitrust scrutiny from state attorneys general, while bulls emphasize the strategic value of the merger and upcoming catalysts.

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Michael Burry Calls Nvidia’s $500B AI Financing Plan A ‘Wall Street Stunt’: ‘Meet The New Boss’

Equity

Michael Burry criticized Nvidia’s $500 billion AI infrastructure financing platform, comparing its structure with risks seen before the 2008 financial crisis.


Nvidia’s Nemotron 3.5 Just Launched, But A Bigger 1 Trillion Parameter Model Is Reportedly Already In The Works 

The Information reported that Nvidia is developing Nemotron 4, which could exceed 1 trillion parameters.


NVDA Stock Valuation 'Significantly Depressed', BofA Says – Wells Fargo Adds Nvidia Is ‘Playing A Much Bigger Game’

Wells Fargo said Nvidia is expanding beyond its traditional role as an AI chip supplier and playing a “much bigger game.”


SNDK, WDC Rout Tests Chip Rally — Roundhill CEO Says ‘Beat And Raise Is Not Enough’ As Investors Return To NVDA 

Roundhill CEO Dave Mazza called the memory pullback a leverage-driven “shakeout and repositioning,” even as DRAM attracted fresh inflows.

Google-Parent Alphabet Reportedly Targets Up To $25B Debt Offering – Total AI Funding Set To Top $125B 

According to a Bloomberg report, no final decision has been made on the size of the offering. 


MSFT Stock Gains After Microsoft Opens Its Biggest India Data Center Yet, Deepening The Cloud Fight With Google And Amazon

Microsoft announced its fourth cloud region in India and its largest data center deployment in the country.


 Play Earnings Growth Momentum With These ETFs

Robust Q2 earnings momentum is likely to fuel a broader market rally. These ETFs are well positioned to benefit from the scenario.

Amazon Becomes The Newest Member Of Nvidia-Led Open Secure AI Amid Push For Agentic Cybersecurity Guidelines 

With Amazon joining the cohort, Nvidia’s AI security alliance has now expanded to more than 120 members after launching with just 40 names initially.


Amazon And Microsoft Ace Wall Street’s AI Test — Analyst Warns ‘Mag Seven’ Now Faces A ‘Higher Burden Of Proof’

Amazon posted its biggest rally since 2012 after AWS revenue surged to $42.2 billion, while Microsoft's Copilot adoption doubled to 30 million users.

MSFT Stock Gains 25% In 3 Days: Report Says New Xbox 360 Games Could Come To Windows PCs 

Microsoft’s Q4 results and the ensuing rally injected fresh life into the stock, which has lagged for most of this year.


Listed Funds Trust - Roundhill Magnificent Seven ETF

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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