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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 seeing intense community speculation as investors anticipate a major short squeeze, fueled by high short interest and heightened expectations ahead of upcoming earnings. Traders are actively debating the company's growth prospects, particularly regarding government contracts and drone technology, while monitoring price action closely for a breakout above key technical levels.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending as traders speculate on a potential price recovery leading up to upcoming earnings, with community sentiment divided between bullish excitement over record backlog growth and skepticism regarding short-term volatility and institutional share dilution. Investors are closely tracking technical indicators and sector-wide momentum as they weigh the firm's expanding role in lunar infrastructure against broader market conditions.

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 seeing significant community excitement surrounding its record revenue growth and raised outlook, with investors closely watching for institutional analyst upgrades following strong institutional accumulation. The conversation is dominated by bullish sentiment regarding the company's progress on its logical qubit roadmap and its pivot toward large-scale commercialization.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is gaining momentum as investors celebrate the delivery of its Horizon 1 data center to Microsoft and the validation of its infrastructure via NVIDIA Exemplar Cloud status. Community sentiment is increasingly bullish, with active discussions focusing on the company's vertically integrated model and the expectation that these milestones will trigger a significant institutional re-rating.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi is seeing significant market activity and community speculation driven by the recent announcement of a multi-year, multi-billion dollar data center lease with TensorWave, which serves as a key commercial validation for their Project Matador infrastructure. Investors are actively debating the company's valuation, upcoming earnings potential, and the strategic impact of hiring a new CEO, as the stock remains a focal point for those tracking AI-driven power and infrastructure plays.

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 Systems is seeing strong market interest driven by high demand for AI-focused networking infrastructure and a robust order backlog. Investors and analysts are actively discussing the company's fiscal outlook and the role of its networking hardware as a critical backbone for enterprise AI expansion.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing a surge in community engagement following the recent announcement that its strategic partner, Lumilens, has emerged from stealth with a $5.5 billion valuation and a multi-billion-dollar supply agreement with a major hyperscaler. Investors are actively discussing the validation of POET's optical interposer technology and the potential for long-term scalability as the semiconductorization of photonics becomes a critical solution for massive AI infrastructure buildouts.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is under significant pressure as the market reacts to the sunset of the DefenCath TDAPA reimbursement period, with investors expressing frustration over the lack of clear updates regarding Medicare Advantage contracts and future pricing. Community sentiment remains deeply divided, characterized by intense debate between long-term holders awaiting a potential turnaround driven by institutional accumulation and skeptical traders wary of management's communication and the stock's recent downward price trend.

Abeona Therapeutics, Inc. is a clinical stage biopharmaceutical company, which engages in the development of gene therapy for severe and life-threatening rare diseases. It programs include EB-101 (gene-corrected skin grafts) for recessive dystrophic epidermolysis bullosa (RDEB), ABO-102 (AAV-SGSH), an adeno-associated virus (AAV) based gene therapy for Sanfilippo syndrome type A (MPS IIIA), and ABO-101 (AAV NAGLU), an AAV based gene therapy for Sanfilippo syndrome type B (MPS IIIB). The company was founded in 1974 and is headquartered in Cleveland, OH.

Abeona Therapeutics Inc

Abeona Therapeutics is currently in the spotlight as investors await Q2 earnings, closely tracking the company's ability to scale ZEVASKYN patient treatments and activate more qualified treatment centers. The community is actively debating the company's execution speed, with long-term holders emphasizing the potential for profitability as production capacity reaches a steady state.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors digest its massive role in the AI infrastructure buildout, with the community actively comparing its valuation and server rack production capacity against peers like SuperMicro. Strong institutional interest remains high, though discussions are polarized between those betting on its long-term enterprise AI dominance and those concerned about its valuation relative to its diverse legacy hardware business.

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First Western (MYFW) Beats Q2 Earnings Estimates

First Western (MYFW) delivered earnings and revenue surprises of +1.79% and -0.88%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

German American Bancorp (GABC) Earnings Expected to Grow: Should You Buy?

German American Bancorp (GABC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

First Western (MYFW) Earnings Expected to Grow: Should You Buy?

First Western (MYFW) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Commerce Bancshares (CBSH) Q2 Earnings and Revenues Beat Estimates

Commerce (CBSH) delivered earnings and revenue surprises of +5.77% and +2.24%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

First Western (MYFW) Upgraded to Strong Buy: What Does It Mean for the Stock?

First Western (MYFW) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Levin Capital Strategies L.P. Acquires Shares of 43,432 First Western Financial, Inc. $MYFW

Levin Capital Strategies L.P. acquired a new stake in shares of First Western Financial, Inc. (NASDAQ:MYFW - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 43,432 shares of the company's stock, valued...

First Western Financial (NASDAQ:MYFW) Upgraded at Zacks Research

Zacks Research raised First Western Financial from a "hold" rating to a "strong-buy" rating in a research note on Tuesday...

Earnings Estimates Moving Higher for First Western (MYFW): Time to Buy?

First Western (MYFW) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

First Western Financial Q1 Earnings Call Highlights

First Western Financial (NASDAQ:MYFW) executives pointed to continued improvement in profitability and operating trends during the company's first-quarter 2026 earnings call, citing loan and deposit...

First Western Financial Inc Reports Rise In Q1 Income

(RTTNews) - First Western Financial Inc (MYFW) reported earnings for its first quarter that Increased, from the same period last year...

$MYFW Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.59 up 126.92% YoY
• Reported revenue of $28.15M up 16.37% YoY

First Western Financial, Inc. operates as a financial holding company, which engages in the provision of wealth managements services. It operates through Wealth Management and Mortgage segments. The Wealth Management segment consists of operations relating to its fully integrated wealth management business. The Mortgage segment consists of operations relating to the origination and sale of residential mortgage loans. The company was founded by Scott C. Wylie and Warren Joseph Olsen in 2002 and is headquartered in Denver, CO.

First Western Financial Inc

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.61	--	--	N/A
Q2 '26	$0.56	$0.57	2.70%	BEAT
Q1 '26	$0.44	$0.63	43.18%	BEAT
Q4 '25	$0.43	$0.34	-20.93%	MISSED
Q3 '25	$0.36	$0.32	-10.28%	MISSED

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