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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 surging as massive order growth and strong future revenue guidance fuel a potential short squeeze, with community members actively discussing a re-rating of the stock valuation. Investors are closely monitoring the massive short interest and potential for explosive momentum as fundamental performance begins to clash with previous bearish narratives.

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 experiencing extreme volatility as investors weigh record-breaking revenue growth and raised full-year guidance against a miss on earnings-per-share targets. The community remains deeply divided, with some traders highlighting a massive backlog and acquisition-driven expansion as a sign of long-term upside, while others point to dilution and persistent losses as evidence of overvaluation.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is trending as investors react to a record Q2 revenue beat and the strategic pivot toward becoming an AI-infrastructure powerhouse, fueling heavy speculation about a potential short squeeze given the stock's elevated short interest. The community is actively debating the company's long-term potential in the GPU and data center space while closely monitoring how high-level institutional partnerships and future contract announcements might impact the stock's momentum.

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 seeing significant market momentum following a record revenue report and raised full-year guidance, with investors actively discussing government contract catalysts and the company's competitive position in the quantum sector. The community is focused on the potential for a short squeeze and long-term scaling, as traders monitor technical resistance levels and upcoming quantum sensing project announcements.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines ($LUNR) is experiencing intense volatility and community debate as investors react to a significant pre-earnings dip followed by a rapid recovery. Traders are actively weighing the company's strong revenue growth and massive contract backlog against concerns regarding ongoing cash burn, potential future dilution, and the delay of key mission timelines.

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 is trending as investors react to a double earnings beat and optimistic fiscal outlook driven by a robust networking supercycle and strong AI infrastructure demand. While the stock faced initial volatility amid margin concerns and algorithmic selling, the community is actively debating the stock's long-term valuation relative to its AI growth potential and recent analyst price target upgrades.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is experiencing a surge in retail interest and institutional accumulation, with investors heavily focused on the company's progress toward a Q4 BLA submission for its lead prostate cancer immunotherapy. The community is actively discussing recent positive clinical data, the strengthening of the company's cash runway, and the anticipation of further institutional re-rating as the company approaches key regulatory milestones.

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 closely monitor a 90-day milestone window for a key anchor tenant announcement and the appointment of a new CEO. While the company has secured significant power infrastructure and landed major turbines, community sentiment remains highly polarized between those betting on long-term value from the AI data center buildout and skeptics concerned about execution risk and capital structure.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is seeing high investor engagement driven by a new multi-year commercial supply agreement with DaVita, which the community views as a significant milestone for DefenCath adoption. While sentiment is bullish regarding this operational progress, investors remain actively debated over long-term profitability and potential market headwinds following the transition out of TDAPA reimbursement.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is rallying as the community reacts to its key supply partner, Lumilens, emerging from stealth with a multi-billion-dollar hyperscaler deal and a $5.5B valuation. Investors are intensely focused on the production ramp of POETs optical engines and speculating that the combination of high short interest and upcoming earnings catalysts could trigger significant upside momentum.

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Sirius XM Q2 Earnings Miss Estimates, Revenues Increase Y/Y

SIRI's Q2 revenues rise 1% on subscription and ad momentum, while earnings miss estimates and 2026 guidance increases.

Sirius XM (SIRI) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

The headline numbers for Sirius XM (SIRI) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Sirius XM (SIRI) Misses Q2 Earnings Estimates

Sirius XM (SIRI) delivered earnings and revenue surprises of -10.26% and +0.91%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

SiriusXM Reports Second Quarter 2026 Operating and Financial Results

SiriusXM Reports Second Quarter 2026 Operating and Financial Results SiriusXM Reports Second Quarter 2026 Operating and Financial Results PR Newswire NEW YORK, July 30, 2026 NEW YORK, July 30, 2026 /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) today announced its operating and financial results for the...

Curious about Sirius XM (SIRI) Q2 Performance? Explore Wall Street Estimates for Key Metrics

Beyond analysts' top-and-bottom-line estimates for Sirius XM (SIRI), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.

RTX, SIRI Hit Fresh 52-Week Highs Today – What’s Got Investors Buzzing?

Equity

RTX headed for a fourth straight day of gains on Wall Street upgrades, while Wells Fargo raised its price target on SiriusXM by more than 66% on higher spectrum assets valuation.


Sirius XM (SIRI) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Sirius XM (SIRI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

How to Boost Your Portfolio with Top Consumer Discretionary Stocks Set to Beat Earnings

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

SiriusXM Declares Quarterly Cash Dividend

SiriusXM Declares Quarterly Cash Dividend SiriusXM Declares Quarterly Cash Dividend PR Newswire NEW YORK, July 22, 2026 NEW YORK, July 22, 2026 /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) today announced that its Board of Directors declared a quarterly cash dividend of $0.27 per share of common stock...

Why Sirius XM (SIRI) is Poised to Beat Earnings Estimates Again

Sirius XM (SIRI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

SiriusXM Holdings, Inc. engages in the provision of audio entertainment. It operates through the Sirius XM and Pandora and Off-Platform segments. The Sirius XM segment features a wide range of content, including, music, sports, entertainment, comedy, talk and news channels, podcasts and infotainment services, all available in the United States on a subscription fee basis. The Pandora and Off-Platform segment generates a majority of its revenues from third parties advertising on the Pandora ad-supported service and other platforms. The company was founded on May 17, 1990, and is headquartered in New York, NY.

Sirius XM Holdings Inc.

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.77	--	--	N/A
Q2 '26	$0.78	$0.70	-10.35%	MISSED
Q1 '26	$0.71	$0.72	1.58%	BEAT
Q4 '25	$0.78	$0.24	-69.27%	MISSED
Q3 '25	$0.78	$0.84	7.16%	BEAT

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