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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 major short squeeze, fueled by high short interest and heightened expectations ahead of upcoming earnings. Traders are actively debating the company's growth prospects, particularly regarding government contracts and drone technology, while monitoring price action closely for a breakout above key technical levels.

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 is trending as traders speculate on a potential price recovery leading up to upcoming earnings, with community sentiment divided between bullish excitement over record backlog growth and skepticism regarding short-term volatility and institutional share dilution. Investors are closely tracking technical indicators and sector-wide momentum as they weigh the firm's expanding role in lunar infrastructure against broader market conditions.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending following the official delivery and acceptance of its first AI cloud deployment to Microsoft, which validates the company's ability to execute on its massive long-term cloud services contract. Community discussions are heavily focused on the stock's potential for a short squeeze as investors weigh this de-risking milestone against active short positions and institutional interest from firms like Goldman Sachs.

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 community excitement surrounding its record revenue growth and raised outlook, with investors closely watching for institutional analyst upgrades following strong institutional accumulation. The conversation is dominated by bullish sentiment regarding the company's progress on its logical qubit roadmap and its pivot toward large-scale commercialization.

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 seeing strong market interest driven by high demand for AI-focused networking infrastructure and a robust order backlog. Investors and analysts are actively discussing the company's fiscal outlook and the role of its networking hardware as a critical backbone for enterprise AI expansion.

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 increased attention following a strong quarterly earnings report that featured significant revenue growth and raised adjusted EBITDA guidance. Community sentiment is currently driven by the announcement of a new commercial agreement with a major dialysis operator, coupled with anticipation surrounding the upcoming regulatory filing for REZZAYO prophylaxis.

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 following the announcement of a massive, long-term lease agreement with TensorWave that provides commercial validation for its Project Matador facility. Investors are actively discussing the stock's future potential and the strategic importance of this first major customer, though community sentiment remains split between excitement over institutional growth and skepticism regarding the company's path to profitability.

Abeona Therapeutics, Inc. is a clinical stage biopharmaceutical company, which engages in the development of gene therapy for severe and life-threatening rare diseases. It programs include EB-101 (gene-corrected skin grafts) for recessive dystrophic epidermolysis bullosa (RDEB), ABO-102 (AAV-SGSH), an adeno-associated virus (AAV) based gene therapy for Sanfilippo syndrome type A (MPS IIIA), and ABO-101 (AAV NAGLU), an AAV based gene therapy for Sanfilippo syndrome type B (MPS IIIB). The company was founded in 1974 and is headquartered in Cleveland, OH.

Abeona Therapeutics Inc

Abeona Therapeutics is currently in the spotlight as investors await Q2 earnings, closely tracking the company's ability to scale ZEVASKYN patient treatments and activate more qualified treatment centers. The community is actively debating the company's execution speed, with long-term holders emphasizing the potential for profitability as production capacity reaches a steady state.

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 digest its massive role in the AI infrastructure buildout, with the community actively comparing its valuation and server rack production capacity against peers like SuperMicro. Strong institutional interest remains high, though discussions are polarized between those betting on its long-term enterprise AI dominance and those concerned about its valuation relative to its diverse legacy hardware business.

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 seeing heightened community discussion following news that their strategic partner, Lumilens, has emerged from stealth with a multi-billion-dollar valuation and confirmed shipments to a major hyperscaler. Investors are actively debating the potential for this partnership to validate POET's production ramp, while speculating on the company's role within the broader AI infrastructure buildout.

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Semtech Corporation Announces Definitive Agreement on Sale of Cellular Module Business to Compal Electronics

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Zacks.com featured highlights include Microchip Technology, Semtech, Texas Instruments, Amtech and Vishay Intertechnology

AI infrastructure demand is driving semiconductor opportunities, with five chipmakers highlighted for growth across connectivity, power and advanced packaging.

Semtech Corp. engages in the manufacture and supply of analog and mixed signal semiconductor products for high-end consumer, enterprise computing, communications, and industrial equipment. It operates through the following segments: Signal Integrity, Analog Mixed Signal and Wireless, and Internet of Things (IoT) Systems and Connectivity. The Signal Integrity segment includes designing, development, manufacturing, and marketing of a portfolio of optical and copper data communications and video transport products used in a wide variety of infrastructure and industrial applications. The Analog Mixed Signal and Wireless segment focus on designing, development, manufacturing, and marketing of transient voltage suppressors and specialized sensing products. The IoT Systems and Connectivity segment includes designing, development, operation, and marketing of a portfolio of IoT solutions that enable businesses to connect and manage devices, collect and analyze data, and improve decision-making. The company was founded in 1960 and is headquartered in Camarillo, CA.

Semtech Corp.

Semtech Acquires HieFo For $34 Million After Nvidia’s Photonics Investments

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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	$0.61	--	--	N/A
Q1 '26	$0.45	$0.51	12.40%	BEAT
Q4 '25	$0.43	$0.44	2.08%	BEAT
Q3 '25	$0.44	$0.48	7.90%	BEAT
Q2 '25	$0.40	$0.41	2.17%	BEAT

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