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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 trending as investors react to a powerful earnings report, where the company smashed profit expectations and issued fiscal 2027 revenue guidance that significantly outperformed market estimates. While the community is actively debating the company's long-term valuation and management's credibility, many are highlighting the cancellation of planned stock dilution and record backlog as major catalysts for a potential short squeeze.

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 retail investors rally behind the stock ahead of earnings, fueled by a newly announced multi-million-dollar defense tender with the Israeli Ministry of Defense. The community is actively discussing a high short interest, viewing the stock as a prime candidate for a potential short squeeze while emphasizing its growing partnerships and role in the autonomous drone sector.

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 as investors react to a strong quarterly double-beat, featuring double-digit revenue growth and significant gains in guest traffic that underscore the brand's ability to maintain demand in a challenging sector. Community sentiment remains largely bullish, with many focusing on CAVA's category leadership and rapid store expansion as signs of long-term potential, despite some debate over the stock's premium valuation and short-term price 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 trending as investors react to strong second-quarter revenue growth and a double beat against analyst estimates, alongside news of expanded defense partnerships. While some community members remain focused on long-term sector growth and potential acquisition interest, others are actively debating the stock's valuation relative to other space peers and waiting for increased trading volume to sustain upward momentum.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is trending as investors weigh an aggressive short-squeeze setupdriven by high short interest and a small floatagainst the companys recent financing and upcoming earnings catalyst. Community members are debating the company's ability to execute on its massive AI infrastructure pipeline in Asia, with strong sentiment split between those calling it an undervalued growth play and those citing skepticism over dilution and management's past performance.

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 rallying as investors digest a massive revenue backlog and raised fiscal guidance that signals accelerating AI infrastructure demand. The community is sharply divided, with bulls highlighting the potential for a short squeeze and long-term scaling, while skeptical traders focus on persistent cash burn and high leverage.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors monitor upcoming company presentations and anticipate potential developments in their QNX automotive software and Alloy Kore platform. The community is actively discussing the stock's long-term potential in the physical AI and robotics sectors, while debating the impact of ongoing institutional accumulation versus persistent short-selling activity.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is surging as investors and institutions pile into its Indium Phosphide (InP) substrate business, which is seen as a critical physical bottleneck for the AI data center optical buildout. The community is actively debating the stock's long-term growth potential and capacity expansion plans versus risks related to geopolitical tensions and short-term price volatility.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera Biologics is currently in the spotlight following the announcement of a strategic collaboration with Vertex Pharmaceuticals for T-cell engager development, adding to a recent partnership with Jazz Pharmaceuticals. The community is actively debating the platform's long-term validation versus the stock's recent volatility, with significant focus on the upcoming August Phase 2 readout for their lead program, ABCL635.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is facing extreme volatility as investors react to a marginal revenue miss and concerns regarding the timing of its AI model improvements. The community remains deeply divided, with many traders viewing the double-digit pullback as an irrational overreaction to a company with strong profit margins and cash flow, while others are cautioning against the stock's technical breakdown and potential for further downside.

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Sixth Street (TSLX) Surpasses Q2 Earnings and Revenue Estimates

Sixth St (TSLX) delivered earnings and revenue surprises of +4.88% and +1.50%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Sixth Street Specialty Lending, Inc. Reports Second Quarter 2026 Earnings Results; Declares a Third Quarter Base Dividend Per Share of $0.42

Sixth Street Specialty Lending, Inc. (NYSE: TSLX, or the Company) today reported financial results for the second quarter ended June 30, 2026. Please view a printable version of the 2026 Second Quarter Results. Conference Call Information: A conference call to discuss the Companys financial results...

Analysts Estimate Palmer Square Capital BDC Inc. (PSBD) to Report a Decline in Earnings: What to Look Out for

Palmer Square Capital BDC Inc. (PSBD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Sixth Street (TSLX) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release

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

Strength Seen in Fidus Investment (FDUS): Can Its 5.6% Jump Turn into More Strength?

Fidus Investment (FDUS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Sixth Street Specialty Lending, Inc. Schedules Earnings Release and Conference Call to Discuss Its Second Quarter Ended June 30, 2026 Financial Results

Sixth Street Specialty Lending, Inc. (NYSE: TSLX) (TSLX or the Company") announced today that it will release its financial results for the second quarter ended June 30, 2026 on Tuesday, August 4, 2026, after the market closes. TSLX invites all interested persons to its webcast / conference call on...

Sixth Street Specialty Lending, Inc. Prices Public Offering of $300 million 5.650% Unsecured Notes due 2031

Sixth Street Specialty Lending, Inc. (NYSE:TSLX) (TSLX or the Company) announced today that it has priced an underwritten public offering of $300.0 million in aggregate principal amount of 5.650...

Gundlach Warns "Bagholders" Will "Lose Money" In Private Credit As BDCs Slash Asset Values, JPM Faces $500MM Loss In Biggest "Hung" Deal This Year

Gundlach Warns "Bagholders" Will "Lose Money" In Private Credit As BDCs Slash Asset Values, JPM Faces $500MM Loss In Biggest "Hung" Deal This Year Add another vocal warning to the chorus singing...

Sixth Street Specialty Lending (NYSE:TSLX) Shares Gap Down  Following Weak Earnings

Sixth Street Specialty Lending (NYSE:TSLX) Shares Gap Down Following Weak Earnings...

Sixth Street Specialty Lending, Inc. (NYSE:TSLX) Announces Dividend Increase - $0.42 Per Share

Sixth Street Specialty Lending, Inc. (NYSE:TSLX) announced a quarterly dividend on Tuesday, May 5th. Stockholders of record on Monday, June 15th will be paid a dividend of 0.42 per share by the financial services provider on Tuesday, June 30th. This represents a c) annualized dividend and a...

Sixth Street Specialty Lending, Inc. is a specialty finance company focused on providing flexible, fully committed financing solutions to middle market companies principally located in the US. The company was founded on July 21, 2010 and is headquartered in Dallas, TX.

Sixth Street Specialty Lending Inc

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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