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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 as investors react to a powerful earnings report, where significant revenue guidance and a massive backlog are driving momentum despite past volatility. The community is focused on the potential for a short squeeze, with bulls celebrating the company's growth at scale while debating the reliability of management and the impact of the stock's recent performance on market sentiment.

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 seeing significant volatility following a second-quarter report that topped revenue and earnings expectations, while revealing a massive $104 billion backlog. The community is sharply divided between bulls touting explosive AI infrastructure demand and growth, and skeptics highlighting the company's substantial debt load and heavy capital expenditure requirements.

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 generating intense investor interest as a highly shorted stock heading into its upcoming earnings report, with the community closely tracking recent contract wins and potential short squeeze dynamics. Discussion is dominated by bullish sentiment regarding the company's expanding defense footprint and drone technology partnerships, balanced by active debate over the impact of recent capital structures and dilution on price action.

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.

UAMY is seeing heightened investor attention as community members debate whether the stock's recent volatility and disappointing earnings report represent a structural failure or a deep-value buying opportunity. While skeptics express frustration over missed guidance and lack of executive communication, many long-term holders remain focused on the company's status as a critical domestic supplier and its potential to benefit from future defense-related procurement and supply chain shifts.

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 is drawing heavy investor scrutiny as shareholders anticipate potential Phase 3 top-line results following an extended quiet period and consistent institutional accumulation. The community is actively debating whether the trials delay signifies a breakthrough in patient survival outcomes, a strategic quiet period for buyout negotiations, or an imminent data drop.

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 strong community interest following a double earnings beat and positive guidance, fueling debates about its role in the optical infrastructure supercycle. While bulls highlight insatiable data center demand and potential benefits from supply chain shifts, some investors remain cautious about valuation and potential volatility.

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 attention as investors track its recent multi-million dollar defense contract and upcoming second-quarter earnings report, which follows a period of significant volatility in the broader space sector. Community sentiment remains polarized, with many bulls highlighting the company's lunar and defense capabilities as a catalyst for long-term growth, while some traders express frustration over recent price fluctuations and the influence of larger sector peers.

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is currently capturing community attention as investors debate whether recent price fluctuations signal a bottom or further downside, with discussions heavily fueled by speculation surrounding future lunar missions and potential regulatory developments. While some traders are expressing frustration over stagnant performance, others remain focused on long-term accumulation strategies and potential catalysts linked to broader crypto market movements.

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 experiencing heightened investor interest and increased volume following solid earnings results, driving community discussion around the company's shift from a demand-constrained to a capacity-constrained environment. Investors are actively debating the company's potential to scale production at its new facility to meet accelerating demand across the aerospace, defense, and energy sectors.

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 on quarterly earnings and revenue that underscored strong same-restaurant sales and guest traffic growth. Investors are actively debating the company's premium valuation compared to its rapid expansion strategy, with many in the community viewing the stock as a long-term leader in the fast-casual Mediterranean space despite near-term price volatility.

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MBIA (MBI) Reports Q2 Loss, Tops Revenue Estimates

MBIA (MBI) delivered earnings and revenue surprises of -180.00% and +35.00%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

MBIA Inc. Q2 Loss Drops

(RTTNews) - MBIA Inc. (MBI) released Loss for second quarter of -$46 million...

MBIA Inc. Reports Second Quarter 2026 Financial Results

MBIA Inc. (NYSE:MBI) today posted its second quarter 2026 financial results on its website at https://investor.mbia.com/investor-relations/financial-information/default.aspx. The financial results will also be furnished to the Securities and Exchange Commission (SEC) on a Current Report on Form 8-K...

Radian (RDN) Lags Q2 Earnings Estimates

Radian (RDN) delivered earnings and revenue surprises of -17.39% and +2.30%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Prudential (PRU) Q2 Earnings and Revenues Top Estimates

Prudential (PRU) delivered earnings and revenue surprises of +17.58% and +0.02%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

MBIA Inc. Investor Conference Call to Discuss Second Quarter 2026 Financial Results Scheduled for Friday, August 7 at 8:30 A.M. Eastern Time

MBIA Inc. (NYSE:MBI) will host a webcast and conference call for investors on Friday, August 7 at 8:30 a.m. (ET) to discuss its second quarter 2026 financial results and other issues related to the Company. The dial-in number for the call is 800-445-7795 in the U.S. and 785-424-1699 from outside...

Notable Friday Option Activity: MBI, DJT, OMER

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in MBIA Inc. (Symbol: MBI), where a total volume of 3,020 contracts has been traded thus far today, a contract volume which is representative of approximately 302,0...

MBIA (MBI) Reports Q1 Loss, Beats Revenue Estimates

MBIA (MBI) delivered earnings and revenue surprises of -45.46% and +20.00%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

MBIA Inc. Reports First Quarter 2026 Financial Results

MBIA Inc. (NYSE:MBI) today posted its first quarter 2026 financial results on its website athttps://investor.mbia.com/investor-relations/financial-information/default.aspx. The financial results will...

Kemper (KMPR) Q1 Earnings and Revenues Miss Estimates

Kemper (KMPR) delivered earnings and revenue surprises of -73.99% and -8.65%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

MBIA, Inc. is a holding company, which engages in the provision of financial guarantee insurance, related reinsurance, advisory and portfolio services, and asset management advisory services. It operates through the following business segments: U.S. Public Finance Insurance, Corporate, and International and Structured Finance Insurance. The U.S. Public Finance Insurance segment issues financial guarantees for municipal bonds, including tax-exempt and taxable indebtedness of U.S. political subdivisions through its National subsidiary. The Corporate segment consists of general corporate activities including providing general support services to MBIA's other operating businesses and asset and capital management. The International and Structured Finance Insurance segment includes the operation of MBIA Corp. The company was founded in 1973 and is headquartered in Purchase, NY.

MBIA Inc.

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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