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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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Orion Group Holdings Enters Oversold Territory (ORN)

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me...

ORN Q2 Earnings Call Ties Profit Reset to Marine Delays 

Orion cut its 2026 profit outlook after Marine delays hurt utilization, but unchanged revenue guidance now hinges on a contracted second-half ramp.

EME Q2 Earnings Beat Estimates on Broad-Based Growth, Stock Up

EMCOR's Q2 earnings and record revenues top estimates as broad-based growth, margin gains and record backlog fuel a higher 2026 outlook.

PWR Q2 Earnings Beat on Electric Strength, 2026 View Raised, Stock Up

Quanta beats Q2 estimates as Electric strength, record backlog and robust cash flow fuel a higher 2026 outlook.

Orion Marine (ORN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for Orion Marine (ORN) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Orion Before Q2 Earnings: Buy, Sell or Hold the Stock Now?

ORN's Q2 results are likely to benefit from backlog growth, data center demand and marine projects, while project timing may pressure results.


ORN vs. ROAD: Which Infrastructure Stock Has More Upside Potential?

Could Orion's stronger momentum, improving profitability and $24B pursuit pipeline give it the edge in infrastructure upside?

Can Orion's Mission-Critical Projects Fuel Shareholder Gains?

ORN is riding on defense, AI and infrastructure demand as marine and concrete projects expand. But can execution turn these trends into lasting shareholder gains?

Is Orion's 63% Rally in a Year Fully Priced in Its Growth Story?

ORN's 63% rally reflects stronger growth, rising backlog and data center demand, but valuation, estimate cuts and execution risks call for patience.

Can Data Center Growth Strengthen Orion Group's Concrete Business?

Could data center growth, record Concrete results and broader site services strengthen ORN's project scope and execution?

$ORN Q2 '26 Earnings Results & Recap

Orion Group Holdings, Inc. provided revised full-year 2026 guidance, projecting revenue between $900 million and $950 million, Adjusted EBITDA of $50 million to $54 million, and Adjusted EPS of $0.23 to $0.30.

Orion Group Holdings, Inc. provides specialty construction services in the building, industrial, and infrastructure sectors. It operates through the Marine and Concrete segments. The Marine segment includes the restoration, maintenance, dredging, and repair of marine transportation facilities, pipelines, bridges and causeways and environmental structures. The Concrete segment involves cement pouring for products such as columns, elevated beams, sidewalks, ramps and tilt walls. The company was founded in 1994 and is headquartered in Houston, TX.

Orion Group Holdings Inc

Orion Group Tumbles After-Hours On Q4 Revenue Miss, Tepid 2025 Outlook: Retail Stays Bearish

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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	$0.09	--	--	N/A
Q2 '26	$0.06	$0.02	-67.99%	MISSED
Q1 '26	-$0.00	$0.05	16333.77%	BEAT
Q4 '25	$0.06	$0.08	41.18%	BEAT
Q3 '25	$0.06	$0.09	56.52%	BEAT

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