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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 trending as investors react to a new defense contract win with the Israeli Ministry of Defense, fueling optimism ahead of upcoming earnings. The community is focused on high short interest and technical indicators, with many traders anticipating a potential short squeeze if the company delivers strong revenue growth and updated guidance.

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 following a blockbuster earnings report where the company crushed profit expectations and provided aggressive future revenue guidance, signaling that AI server demand remains strong. Community discourse is heavily focused on the cancellation of a planned stock dilution and the potential for a massive short squeeze as investors weigh the company's record $104 billion backlog against lingering skepticism regarding corporate governance.

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 rallying as investors react to a triple-digit revenue surge and a record $104 billion backlog that underscores robust AI infrastructure demand. The community is actively debating the sustainability of the company's high cash burn and debt levels against its aggressive capacity expansion, creating a polarizing setup that has ignited significant volatility for both bulls and shorts.

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 currently the center of high-stakes community debate as investors anticipate earnings while navigating ongoing skepticism from short sellers. Sentiment is fueled by strong performance across the AI infrastructure sector, leaving traders divided on whether upcoming results will trigger a major breakout or a sharp pullback.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as retail investors debate the stock's future amid heavy volatility, weighing recent insider buying and strategic AI-RAN partnerships against sustained downward price pressure. The community remains deeply divided, with many bullish traders viewing the current price as a long-term entry point for infrastructure plays, while others express frustration over the persistent selling trend.

Harrow, Inc. engages in the development, production, and sale of innovative medications. It operates through the following segments: Branded and ImprimisRx. The Branded segment includes activities of the company’s FDA approved ophthalmology pharmaceutical products, including the out-licensing of rights to certain branded products. The ImprimisRx segment represents activities in the company’s ophthalmology-focused pharmaceutical compounding business. The company was founded by Mark L. Baum and Robert J. Kammer on January 11, 2006 and is headquartered in Nashville, TN.

Harrow Inc

Harrow Health Inc

Harrow Health is seeing heightened investor attention as market participants react to recent analyst endorsements and active discussions regarding the commercial potential of its VEVYE and IHEEZO product lines. The community is focused on the company's ability to execute on its growth strategy and upcoming trial readouts, while weighing those prospects against broader market volatility.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike Inc. is trending as investors weigh persistent earnings and margin pressures against a potential turnaround strategy, while the stock faces significant volatility driven by competitive sector weakness and analyst downgrades. Community discussion remains polarized, with many retail investors attempting to accumulate shares near support levels in anticipation of a long-term recovery, while others express frustration over stagnant performance and the brand's evolving market share in a saturated athletic apparel sector.

Papa John's International, Inc. engages in the operation and franchise of pizza delivery and carryout restaurants. It operates through the following segments: Domestic Company-owned Restaurants, North America Franchising, North America Commissaries, International Operations, and All Others. The Domestic Company-Owned Restaurants segment consists of retail sales of pizza and side items, breadsticks, cheese sticks, chicken poppers and wings, dessert items, and canned and bottled beverages. The North America Franchising segment involves the offering of sales and support activities, development rights, and collection of royalties from franchisees located in the United States and Canada. The North America Commissaries segment includes the eleven full-service regional dough production and distribution and quality control centers. The International Operations segment represents all restaurant operations outside of the United States and Canada. The All Others segment focuses on franchise contributions to marketing funds and sale, company-owned and franchised restaurants, information systems and related services used in restaurant operations, point-of-sale system, online and other technology-based ordering platforms, printing, and promotional items. The company was founded by John H. Schnatter in 1984 and is headquartered in Louisville, KY.

Papa John`s International, Inc.

Papa John's is seeing significant retail and institutional interest centered on potential takeover speculation and persistent buyout rumors, as investors weigh the company's turnaround efforts against its depressed valuation. Community sentiment is deeply divided, with many calling for a change in leadership or a hostile takeover to unlock shareholder value, while others remain skeptical of management's ability to execute a successful pivot.

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 trending as investors react to a powerful earnings report and guidance that exceeded expectations, further fueled by high-conviction community sentiment regarding its critical role in AI-driven optical data center demand. Market participants are actively discussing the stock's significant supply-demand imbalance and its position as a key beneficiary of potential regulatory shifts affecting the broader optical networking sector.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian is experiencing a strong resurgence as enterprise demand for collaboration tools and AI-driven workflows remains robust, with community sentiment largely shifting from skepticism to bullish conviction. Investors are closely watching the stock's ability to maintain post-earnings momentum, while discussions highlight the company as a key beneficiary of the ongoing rotation from speculative AI plays into established, high-execution software platforms.

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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? 
 
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