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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 potential short squeeze ahead of earnings, fueled by significant short interest and recent contract news. Traders are closely monitoring key technical levels and institutional involvement, with many debating the impact of upcoming revenue guidance on the stock's momentum.

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 drive the stock upward following a robust earnings report that showcased significant revenue growth and large-scale AI infrastructure contracts. The community is actively debating the stock's massive rally, with many celebrating a short squeeze against prominent bearish voices while others discuss the sustainability of its rapid valuation surge and the implications of its heavy capital expenditure.

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 currently trading in a volatile range as investors digest strong earnings performance and raised forward guidance against a backdrop of high expectations. While some community members remain skeptical of the current valuation, many analysts are actively raising price targets, highlighting the company's critical role in the ongoing AI networking supercycle.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar is experiencing intense community focus as investors weigh the stock's significant discount against its U.S. manufacturing expansion and confirmed monetization of Section 45X tax credits. Conversations are currently dominated by heated debates over alleged trading manipulation, frustration with management's communication, and speculation regarding potential asset sales or data center partnerships.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing high volatility as investors weigh a major data center partnership against broader sector cooling and concerns over share lockup expirations. The community remains deeply divided, with bulls pointing to the company's rapid growth and new contract wins while bears express caution over its valuation and revenue concentration.

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 weigh its potential as a key AI infrastructure player against recent institutional volatility and price target adjustments. Community discourse is currently dominated by debates over the stock's valuation, comparisons to AI infrastructure peers, and technical setups as it maintains strength near all-time highs.

TOSHI

TOSHI is trending as investors debate whether the current price levels represent a prime accumulation zone or a terminal decline for the meme coin. Community sentiment is deeply divided, with many holders citing anticipation for potential future listings or catalysts, while vocal critics express frustration over stagnant price action and persistent downward pressure.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X ETF

Semiconductor stocks face a volatile mix of investor caution over valuation concerns and broader geopolitical tensions, driving high trading volume in leveraged ETFs like SOXS as traders look to hedge against a potential AI sector correction. Community discussion remains polarized, with many debating whether current price action signals a temporary consolidation or a more significant structural breakdown of the AI investment thesis.

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 currently trending as investors react to a positive earnings report that highlighted record revenue growth and a significantly strengthened liquidity position, alongside a potential multi-million dollar government funding catalyst. The community is actively discussing a perceived valuation disconnect compared to industry peers, with many highlighting strong institutional interest and the company's progress toward logical-qubit milestones as indicators of long-term upside.

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 LLC is trending as investors react to the company's recent strategic partnership with Hillcore Energy for a massive power capacity expansion, which arrives alongside anticipation for upcoming earnings. The community is focused on the recent CEO hire and is actively debating the company's ability to secure additional hyperscale tenants as it ramps up its AI infrastructure projects.

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Corgi ETF Trust I. - Corgi Growth & Technology 10% Structured Buffer ETF - July Series

Bearish 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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