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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 trending as investors weigh significant AI-driven infrastructure demand and massive revenue backlog against ongoing concerns regarding high capital expenditures and cash burn. The community is actively debating the stock's potential for a short squeeze versus the risk of another post-earnings price decline as they monitor for management's guidance on margin expansion and future debt leverage.

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 seeing intense investor focus following a substantial earnings beat and record-setting revenue guidance for the coming fiscal year, which has led to widespread debate about whether the stock is being artificially held down by market makers or if it is poised for a major breakout. While bulls celebrate the company's surging margins and massive order backlog, community discourse remains polarized, with many traders questioning the management's credibility and the ongoing volatility surrounding the stock's price action.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas Life Sciences remains a focal point for the investment community as shareholders closely monitor the pending 80th event in the REGAL Phase 3 trial, which serves as the primary catalyst for final data analysis and potential regulatory filings. Despite recent earnings reports reflecting increased research and development spending, community discussion is dominated by the company's strong cash position, the strategic management of warrant overhangs, and the anticipation of how durable patient survival data will impact future clinical outcomes and potential partnership opportunities.

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 is facing downward pressure following a disappointing quarterly report where revenues missed guidance, leading the community to intensely debate the necessity of government-backed price floors to combat volatility. While some long-term shareholders view the price decline as a buying opportunity, others are expressing frustration over execution delays and the company's heavy reliance on government contract coordination.

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 significant AI infrastructure growth potential against heavy short interest and bearish outlooks from notable figures. The community is actively debating the upcoming earnings release and the impact of sector-wide AI compute demand on price action.

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 seeing heavy market activity as investors weigh a strong earnings beat and positive guidance against broader sector volatility and potential geopolitical headwinds impacting its China-linked supply chain. The community is actively debating whether the stock is undervalued given its role in AI data center connectivity or if it remains vulnerable to algorithmic trading pressure and sector-wide sentiment shifts.

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 seeing increased community chatter as investors speculate on potential contract wins and the companys strategic positioning within the growing space economy. While some market participants express frustration over recent volatility and price declines, others remain bullish on the long-term outlook, highlighting its vertical integration in launch, lunar missions, and defense technology.

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 is trending following a double earnings beat and upward revisions to full-year guidance, driven by robust same-store sales and accelerating guest traffic. Investors are closely monitoring the stock's premium valuation and sector-leading expansion as the community debates whether the recent rally signals long-term durability or a short-term overextension.

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 digest the official opening of its massive Livermore Production Campus, a move signaling aggressive scaling to meet growing defense and aerospace demand. The community is actively discussing the stock's potential for a short squeeze given the high short interest, alongside bullish long-term sentiment regarding the company's role as an critical supplier to the space and industrial manufacturing sectors.

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 digest a series of strategic defense contract wins, including a key tactical drone program, alongside high-stakes earnings anticipation. The community is actively debating the potential for a short squeeze, fueled by significant short interest and aggressive retail accumulation ahead of the upcoming financial results.

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Corgi ETF Trust I. - Corgi U.S. Equities 10% Structured Buffer ETF - May Series

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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