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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 explosive backlog and revenue growth against concerns over high capital expenditures and cash burn ahead of earnings. Community sentiment is deeply divided, with bulls pointing to the massive long-term AI infrastructure buildout while bears focus on rising debt levels and negative free cash flow.

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 surging following a massive earnings beat and an aggressive fiscal 2027 revenue guidance that significantly outpaced Wall Street expectations. The community is actively debating the stock's potential for a short squeeze and a fundamental re-rating, highlighting the company's record backlog and improved profit margins as key drivers of the bullish sentiment.

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 currently experiencing heavy market attention as investors eagerly await a definitive update on the REGAL study's 80th event, which remains the primary catalyst for the stock's next major move. Community sentiment is deeply divided between long-term bulls highlighting institutional accumulation and the potential for a curative breakthrough, and skeptics who are closely monitoring the company's cash position and the timeline for trial milestones.

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 aggressively position themselves ahead of the company's upcoming earnings report, with community speculation centered on potential major contract announcements and a possible short squeeze fueled by significant institutional ownership. The stock remains highly volatile as market participants debate the long-term impact of its AI infrastructure model versus the concerns highlighted by high-profile short-sellers.

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 intense community debate following solid quarterly earnings and strong future guidance, with many investors viewing current price levels as a potential entry point despite broader volatility in the photonics sector. Community members are actively dissecting the stock's recent performance against broader AI infrastructure trends, focusing on the company's critical role in high-speed data center connectivity and long-term optical demand.

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 Corp. is facing significant downward pressure and intense community scrutiny following a substantial miss on revenue expectations and a downward revision to its long-term financial guidance. While the stock continues to attract volatility and debate, investors remain focused on the company's long-term potential as a domestic antimony supplier and the prospect of future government contracts despite the current negative market sentiment.

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 gaining momentum following a significant contract award from the U.S. Space Force and anticipation surrounding upcoming earnings, with investors closely watching the company's progress in launch programs and space defense operations. The community remains focused on Firefly's long-term growth potential and vertical integration, balancing enthusiasm for its recent contract wins against broader sector volatility.

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 the recent completion of the Cyberhawk acquisition and anticipation for earnings, which is fueling intense debate over the company's valuation and short interest. The community is focused on the stock's technical setup and high short position, with many discussing the potential for a significant squeeze should positive guidance or contract news follow the upcoming results.

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 strong quarterly performance where the company delivered a double beat on both earnings and revenue while raising its full-year guidance. Community members are actively debating the stock's premium valuation versus its consistent growth and strong traffic, with many bullish investors dismissing intraday volatility as a shakeout of weak hands.

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 high volatility as investors weigh strong manufacturing expansion news, including a new production campus, against skepticism fueled by a negative short-seller report. The community is actively debating the credibility of these claims versus the stock's long-term potential in defense and aerospace manufacturing.

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OSG Q2 Earnings Miss Estimates, Revenues Beat on Distribution Growth

OSG's Q2 revenues jumped 51% on strong Insurance Distribution growth and improving Everspan results, prompting a higher 2026 distribution outlook.

OSG Q2 Earnings Call Focuses on MGA Growth and Mixed Guidance

Octave Specialty Group raises 2026 Distribution growth and EBITDA guidance as MGA momentum accelerates, while cutting EPS and Everspan outlooks.

Octave Specialty Group (OSG) Reports Q2 Loss, Beats Revenue Estimates

Octave Specialty (OSG) delivered earnings and revenue surprises of -300.00% and +2.46%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Octave Specialty Group Reports Second Quarter 2026 Results

Octave Specialty Group, Inc. (NYSE: OSG) ("Octave" or "OSG"), a global specialty insurance firm, today reported its results for the Second Quarter 2026. Claude LeBlanc, President and Chief Executive Officer of Octave, said "Our core Insurance Distribution business delivered another quarter of...

Enact Holdings, Inc. (ACT) Q2 Earnings and Revenues Top Estimates

Enact Holdings (ACT) delivered earnings and revenue surprises of +5.00% and +3.20%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Will These 3 Insurance Stocks Insure a Q2 Earnings Beat?

AFL appears best positioned for a Q2 earnings beat as favorable industry trends and a positive Earnings ESP set it apart from AIG and OSG.

Octave Specialty Group to Report Q2 Earnings: What to Expect

Octave Specialty heads into Q2 results with revenues projected to jump 47.4%. The bottom line is likely to improve y/y, though the model does not signal a beat.

Everspan Group Expands Leadership Team with Three Senior Appointments

Everspan Group (Everspan), a specialty property and casualty insurance platform and wholly owned subsidiary of Octave Specialty Group, Inc. (NYSE: OSG), today announced three senior appointments to support the companys continued growth. David A. Kenyon joined Everspan as Head of Reinsurance on July...

Octave Specialty Group to Release Second Quarter 2026 Results on August 6, 2026

Octave Specialty Group, Inc. (NYSE: OSG), a global specialty insurance firm, will release second quarter 2026 results on August 6, 2026, following the close of the market. Conference Call On August 7, 2026, at 8:30am (ET), Claude LeBlanc, President and Chief Executive Officer, and David Trick...

Octave Specialty (OSG) Soars 8.5%: Is Further Upside Left in the Stock?

Octave Specialty (OSG) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

$OSG Q2 '26 Earnings Results & Recap

Octave Specialty Group reported total revenues of $82.995 million for the second quarter of 2026, with a net loss attributable to shareholders of $14.429 million, compared to $72.699 million in 2025.

Octave Specialty Group, Inc. is a holding company, which engages in the provision of financial guaranteed insurance policies through its subsidiary, Ambac Assurance Corp. Its services include credit, insurance, asset management and other financial services. The company was founded on April 29, 1991 and is headquartered in New York, NY.

Octave Specialty Group 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	-$0.02	--	--	N/A
Q2 '26	-$0.00	-$0.04	-700.00%	MISSED
Q1 '26	$0.03	$0.37	997.92%	BEAT
Q4 '25	-$0.15	-$0.02	86.36%	BEAT
Q3 '25	--	-$0.21	--	N/A

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