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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 trending after a blowout earnings report where revenue more than doubled and the company revealed a massive backlog, fueling a sharp after-hours rally. The community is actively debating the stock's long-term sustainability due to high capital expenditures and debt, while bullish traders are betting on a major 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 currently trending as investors anticipate a major earnings report, fueled by a series of recent contract wins and bullish analyst coverage from Roth Capital. The community is actively debating the stock's potential for a massive short squeeze due to high short interest and institutional interest in its drone and autonomous defense technology platform.

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 brace for an upcoming earnings report, with the community closely tracking the stock's high short interest and debating the potential for a squeeze. While some traders are expressing skepticism over expansion delays and cash burn, bulls are pointing to strong sector tailwinds and massive AI infrastructure financing news as catalysts for a potential rally.

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 Corporation is trending following a significant downward revision to its 2026 revenue guidance, a move driven by a decline in market prices for antimony and shifts in delivery timelines. While shareholders are expressing frustration over the guidance cut and the company's communication, the community remains divided, with some investors focusing on the companys long-term strategic role as a domestic supplier, potential government contracts, and the anticipation of higher antimony prices as structural supply deficits persist.

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 trending as investors digest the company's stellar quarterly results and strong revenue guidance, with the community actively debating whether the stock's recent valuation and volatility represent a buying opportunity or an overextended AI play. While bulls emphasize the company's critical role in the data center infrastructure buildout, others are focused on broader sector-wide pressure and market-wide volatility impacting fiber optic and photonics stocks.

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 record quarterly earnings and providing fiscal year revenue guidance that significantly outperformed analyst expectations. The community is actively discussing the potential for a short squeeze, citing the robust backlog and the company's decision to halt its at-the-market share offering as key catalysts that could drive the stock price higher.

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 trending as investors debate the impact of a recent short-seller report alleging historical leadership issues and overstatement of key customer relationships, while supporters counter with news of a new facility expansion and strong backing from industry partners. The community remains deeply divided, with many long-term holders treating the volatility as a buying opportunity in a strategic manufacturing asset, while traders closely monitor support levels and the potential for a short squeeze amid high short interest.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is experiencing significant volatility as investors weigh a major 19 billion dollar data center lease with Anthropic against a substantial quarterly earnings miss. The community remains deeply polarized, with bulls highlighting the long-term potential of the firm's AI infrastructure buildout while bears point to the stock's recent downtrend, repeated post-earnings sell-offs, and concerns over massive warrant-related accounting losses.

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 trending due to a positive Phase 2 clinical trial readout for its ABCL635 program, which demonstrated significant reduction in vasomotor symptoms. Investors are actively debating the company's valuation, the potential for a short squeeze given high short interest, and the broader validation of its antibody discovery platform following recent pharmaceutical partnerships.

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 digest a double earnings beat and upward revisions to full-year guidance, with the community actively debating whether the initial sell-off following the report represents a temporary shakeout of weak hands or a sign of overvaluation. Supporters point to the chain's robust guest traffic and category-defining growth as indicators of a long-term compounder, while skeptics emphasize the premium valuation and sensitivity to broader restaurant sector headwinds.

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Titanium Group Ltd. engages in the manufacture and sale of electric wire products through its subsidiaries. The company was founded on May 17, 2004 and is headquartered in Hong Kong.

Titanium Group Limited

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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