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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 surging following a preliminary business update that revealed record-breaking orders exceeding $60 billion and a significant jump in gross margin expectations. While the company faces ongoing scrutiny regarding its corporate governance and history of regulatory investigations, the community is currently locked in a heated debate between bulls betting on a massive short squeeze driven by improved profitability and bears dismissing the news as a deceptive attempt to provide exit liquidity for management.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is experiencing intense market interest driven by unusually high trading volume and a intense tug-of-war between significant institutional accumulation and high short interest. Investors are closely monitoring the stock's shift toward agentic AI while debating whether the current price action signals a forthcoming short squeeze or ongoing institutional manipulation.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as investors weigh the stock's discounted valuation against concerns over AI disruption of the software sector ahead of upcoming earnings. While some community members are accumulating shares on weakness, others remain skeptical, causing significant volatility as traders debate whether the company can leverage AI as a tailwind or if it faces a long-term fundamental decline.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is seeing intense community debate and volatility as investors weigh the impact of potential changes to its search licensing agreements against its long-term value as a unique repository of human-generated data for AI training. While some participants view recent price swings as temporary stop-loss liquidity events leading into earnings, others are heavily focused on the stock's role in the AI data monetization narrative.

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 heavy trading volume and significant price momentum driven by the announcement of major new defense and autonomous technology orders. The community is actively discussing a potential short squeeze, citing high short interest and institutional accumulation as key factors supporting the bullish outlook.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is capturing significant market attention ahead of its upcoming earnings report, with investor focus centered on whether rising capital expenditure on AI infrastructure can translate into tangible monetization. The community is actively debating the sustainability of high AI spending, with sentiment split between optimism over Alphabet's diversified cloud and search dominance and concerns regarding competitive pressure from other hyperscalers and frontier AI models.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernova is trending following a mixed earnings report where a top-line revenue beat and raised full-year guidance were overshadowed by an earnings per share miss and headwinds in the Wind segment. Investors are actively debating whether this pullback represents a prime buying opportunity given the company's surging order backlog and critical role in supplying power infrastructure for AI data centers, or if the market is correctly repricing the stock after its rapid appreciation.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending due to market sensitivity regarding reported delays in the release of Gemini 3.5 Pro, fueling investor concerns over Google's execution pace in the competitive AI landscape. The community is actively debating whether these setbacks represent a structural challenge to Alphabet's long-term monetization or a temporary hurdle in an otherwise robust ecosystem.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending as investors monitor escalating geopolitical tensions in the Middle East, particularly following reports of renewed U.S. strikes against Iranian infrastructure and threats to key maritime chokepoints like the Strait of Hormuz. Community sentiment remains deeply divided, with traders closely debating whether these supply risks will trigger a major price surge or if diplomatic interventions and potential market manipulation will keep prices suppressed.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending due to its recent partnership with Cerebras, which integrates high-speed AI inference into Falcon AI for real-time threat detection and response. The community is actively debating the company's valuation against its long-term growth prospects, with many analysts highlighting CrowdStrike as a premier beneficiary of increased enterprise AI security spending.

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ETF Asset Report of the Month of July 

VOO led July ETF inflows with $12.68B, while LQD and IWM witnessed sharp outflows.

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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.

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