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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 significant after-hours volatility as investors react to a triple-digit revenue beat and a massive backlog exceeding $100 billion. While bulls point to accelerating AI infrastructure demand and strong margin expansion, the community remains divided, with skeptics highlighting the company's persistent net losses, high debt levels, and significant capital expenditure requirements.

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 disappointing Q2 earnings report and a significant reduction in annual revenue guidance. While leadership points to suppressed global market prices and project timing as headwinds, the community remains divided between concerns over execution and a long-term bullish thesis centered on the companys role in critical mineral independence and future domestic defense contracts.

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 aggressively position themselves ahead of the company's upcoming earnings release, fueled by recent defense contract wins and the integration of autonomous drone technologies. The community is heavily focused on the stock's significant short interest, with many retail traders actively discussing the potential for a short squeeze as they closely monitor key technical resistance levels.

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 generating significant market buzz as it approaches its upcoming earnings report, with the community closely tracking the stock's volatility against the backdrop of an aggressive AI infrastructure buildout. Investors are heavily debating the clash between aggressive institutional backing from firms like Goldman Sachs and Nvidia versus high short interest led by prominent contrarian voices, creating intense speculation ahead of the results.

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 currently the focus of intense investor debate as the market reacts to a significant quarterly loss, despite the company securing a major long-term infrastructure deal with Anthropic. While some investors remain bullish on the stock's long-term potential as a data center and energy play, others are expressing frustration over consistent price volatility and selling pressure, leading to a heated community split regarding management's execution.

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 following a double earnings beat and optimistic forward guidance that highlights insatiable demand for optical data center components, with the community actively debating whether the stock's recent price action reflects a potential for further breakout or a period of consolidation. Investors are closely monitoring its role as a key infrastructure provider in the AI buildout, while discussions remain polarized between those confident in its long-term growth and others concerned about valuation and sector-wide volatility.

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 after delivering a massive earnings beat and providing aggressive fiscal year guidance that significantly outpaced analyst expectations, signaling that demand for its AI infrastructure remains robust. Investors are heavily focused on the company's record backlog and cancellation of share dilution plans, fueling widespread speculation among the community about a potential short squeeze as they pressure the stock toward higher valuation levels.

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 Group shares are trending following a strong quarterly earnings report that featured a double beat on top and bottom-line estimates and raised full-year guidance. While the stock initially faced volatility as traders debated its high valuation, the community remains intensely focused on the chain's category-leading traffic growth and rapid store expansion plans.

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 after reporting strong Q2 revenue growth that exceeded consensus expectations, with the company raising its FY26 guidance amid surging demand from aerospace and defense sectors. Investors are actively discussing the shift toward metal additive manufacturing as an industry-wide capacity bottleneck, while the stock sees high volatility driven by speculation regarding potential short squeezes due to significant short interest.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is experiencing significant volatility and negative market sentiment as investors react to a revenue miss and a guidance cut, highlighting concerns over cooling wholesale demand in the Americas. While the community remains divided between those calling the drop a major overreaction to a solid premium brand and others warning that high valuations and economic pressures make it a long-term risk.

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5 ETFs Up At Least 5% Last Week's Market Rout 

Despite a broad market selloff driven by rate-hike fears, a handful of ETFs delivered double-digit gains last week.

Roundhill ETF Trust - Roundhill UNH WeeklyPay ETF

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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