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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 experiencing extreme volatility and heavy retail debate following a strong earnings report characterized by massive backlog growth and accelerating AI compute demand. While bulls are celebrating the company's ability to capitalize on infrastructure spending, skeptics remain focused on concerns regarding high capital expenditures, mounting debt, and a historical tendency for the stock to sell off post-earnings.

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 trending as investors await the final 80th event trigger for the REGAL Phase 3 trial, with community sentiment boosted by a strong cash position and increased institutional accumulation. The community is intensely focused on the upcoming trial readout, viewing the recent quiet period and the company's BLA preparation spending as indicators that critical clinical success may be imminent.

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 after reporting a massive earnings beat and issuing strong forward guidance, fueling a surge in interest from investors and short sellers alike. The community is actively debating the company's growth trajectory and whether this performance is enough to trigger a sustained short squeeze against the skeptics.

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 seeing significant volatility and intense social media debate as investors weigh strong institutional backing, including a major stake from Goldman Sachs, against high-profile short positions that have sparked community calls for a short squeeze. Traders are hyper-focused on the upcoming earnings report and potential deal flow, with the community fiercely divided between those anticipating a major breakout and skeptics warning of downside risk from infrastructure execution delays.

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 is trending as investors digest a significant reduction in full-year revenue guidance and a quarterly earnings miss, prompting intense debate over the company's reliance on government contracts and market pricing. While retail sentiment is sharply divided between those cutting losses and those viewing the dip as a long-term entry point for a critical minerals monopoly, the broader community remains heavily focused on whether future government support and strategic production growth can overcome current margin pressures.

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 heavy community debate as strong Q4 earnings and robust forward guidance clash with an after-hours price fade, leaving investors divided over whether the stock is a prime buy-the-dip opportunity or currently overextended. While bulls emphasize insatiable demand for data center optical connectivity and solid fundamentals, bears are actively flagging valuation concerns, potential IV crush, and broader sector risk following recent volatility.

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 seeing heightened investor attention following a significant contract win and upcoming Q2 earnings results, as the community debates whether the stock's recent volatility represents a buying opportunity or a deeper correction linked to broader sector headwinds. Investors are closely monitoring the company's progress on launch programs and its expanding defense footprint, with many looking for confirmation of growth as they weigh the stock's potential against current market sentiment.

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 double beat on earnings and revenue alongside raised fiscal guidance, signaling strong guest traffic growth that has captured significant community attention. While bullish investors celebrate its category leadership, ongoing discussions highlight a tug-of-war between the stock's premium valuation and its ability to sustain momentum in a challenging macro environment.

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 completion of its Cyberhawk acquisition and a major new contract with the Israeli Ministry of Defense, fueling speculation of a potential short squeeze ahead of its upcoming earnings report. The community is heavily focused on the stock's high short interest and technical setups, with many traders anticipating a significant breakout if management delivers strong guidance and revenue growth.

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 a surge in investor interest driven by strong manufacturing expansion, particularly the inauguration of a new production facility, and ongoing community discussions regarding its position in high-growth aerospace and defense sectors. Investors are actively debating the company's long-term potential as a critical supply chain partner, despite recent volatility and speculative discussions surrounding market technicals.

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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? 
 
Drop a comment with when you expect the first cut/hike to be.

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