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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.

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.

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.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is facing heavy volatility and intense public scrutiny following reports of a secret plane switch in Turkey that left staff and media as potential decoys, further fueling community debates over leadership and the company's significant quarterly losses. Investors are actively discussing the stock's speculative nature and the ongoing legal challenges surrounding its business practices, reflecting deep polarization and skepticism about its long-term viability.

TOSHI

TOSHI is trending as investors debate the impact of potential future exchange listings and upcoming regulatory clarity on the token's long-term utility. The community remains divided between those accumulating through current price consolidation and others expressing frustration over the recent lack of sustained upward momentum.

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.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductor stocks are facing intense volatility and liquidation pressure as investors rotate out of high-beta tech, with community members actively debating whether current price action represents a structural bear market or a potential short-term buying opportunity. Sentiment remains deeply divided as traders weigh heavy margin debt and institutional selling against the long-term thematic growth of AI infrastructure and memory demand.

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Quantinuum's First Earnings After its IPO: Buy or Sell QNT Stock?

Quantinuum's first post-IPO earnings could reveal commercialization progress, bookings and spending trends as investors gauge execution in quantum computing.

Zacks Industry Outlook Highlights America Movil, SK Telecom and SoftBank

America Movil, SK Telecom and SoftBank are highlighted as wireless stocks positioned to benefit from 5G, AI and connectivity demand despite industry challenges.

3 Wireless Non-US Stocks Set to Brave Potent Industry Challenges

The fast-track 5G rollout and solid wireless traction should help the Zacks Wireless Non-US industry thrive despite short-term headwinds. AMX, SKM and SFTBY are well-positioned to make the most of the demand for seamless connectivity solutions.

2 Quantum Stocks With 100%+ Upside After the Quantinuum-SoftBank Deal

Quantinuum-SoftBank's commercialization push puts D-Wave Quantum and Rigetti Computing in focus, with analyst price targets implying 100%+ upside.

Masayoshi Son Says ARM’s Valuation Could Soar Over 10X From $391B, Defends INTC Investment — ‘US Has No Choice But To Strengthen Intel’

Equity

According to The Wall Street Journal report, Son said Arm Holdings is positioned to become one of the world's most important suppliers of central processing units.

Masayoshi Son Believes Superintelligence May Arrive Sooner – Says Models Built By AI ‘Going To Be Exponentially Smarter Than All Of Us’

In a CNBC interview, Son noted that OpenAI’s next model will be built by AI itself rather than by engineers, because humans will no longer be smart enough.

ETFs in the Spotlight as SoftBank Becomes Japan's Most Valued Company

ETFs come into focus as SoftBank dethrones Toyota as Japan's most valuable company, driven by AI infrastructure spending.

Masayoshi Son Makes Resounding Claim About AI – ‘This Is The Biggest Revolution Of Technology’

Son talked about AI with CNBC a day after his company pledged to invest €75 billion ($87 billion) to build AI infrastructure in France.

SoftBank Has Ousted Toyota As Japan's Most Valuable Company, Thanks To Masayoshi Son's AI Bet — And Retail Is Paying Attention

Investors are buying into SoftBank on the prospect of windfall gains from the upcoming listing of two of its key portfolio firms, OpenAI and SB Energy.


Arm, SoftBank Fail In Bid To Buy NVDA Rival Cerebras Ahead Of IPO: Report

Cerebras (CBRS) is due to price its shares on Wednesday in an IPO that could value it at around $48.8 billion.

SoftBank Group Corp. operates as a holding company which engages in the management of its group companies. It operates through the following segments: SoftBank Vision Fund, SoftBank, Arm, and Others. The SoftBank Vision Fund segment engages in the investment business. The SoftBank segment provides mobile communication, broadband, and telecom services in Japan. The Arm segment designs microprocessors and develops software technologies. The Others segment includes Construction and operation of solar power plants Fukuoka SoftBank Hawks related businesses. The company was founded by Masayoshi Son on September 3, 1981 and is headquartered in Tokyo, Japan.

SoftBank Group Corp. - ADR

Bullish 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
Q2 '26	-$0.03	--	--	N/A
Q1 '26	$0.07	$0.19	175.96%	BEAT
Q4 '25	$0.16	$1.01	547.37%	BEAT
Q3 '25	$0.10	$0.14	36.39%	BEAT
Q2 '25	$0.55	$1.41	155.19%	BEAT

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