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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 experiencing intense volatility ahead of its upcoming earnings report, with the community actively debating the company's massive backlog versus concerns over cash burn and potential dilution. Investors remain polarized, with many betting on a post-earnings breakout driven by the company's role in the expanding commercial space sector, while others warn of a possible pullback.

Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. The firm delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. It operates through the Cloud Applications segment. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending as investors react to reports of a potential acquisition by private equity firm Silver Lake, driving high trading volume and sparking significant debate over the valuation and future of the software sector. While some traders are capitalizing on the volatility and sector-wide sympathy rallies, others are cautious, debating whether this rumored buyout signals a genuine turnaround for enterprise software or a temporary spike amid lingering AI disruption concerns.

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 is facing significant volatility following a post-earnings sell-off that some investors attribute to algorithmic trading and profit-taking despite the company beating revenue and earnings expectations. The community is sharply divided, with bulls arguing that strong AI-driven infrastructure orders make the current price a prime buying opportunity, while others express frustration over perceived market manipulation and the disconnect between solid fundamentals and the stock's recent performance.

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 Holdings is seeing intense community debate following its latest financial results, as investors weigh record-breaking revenue growth and a massive backlog against ongoing profitability hurdles and high short interest. Market participants are split between bullish sentiment fueled by aggressive expansion and contract pipelines, and bearish skepticism regarding dilution and the timing of a sustainable bottom.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce shares are drawing interest as the community reacts to news of a significant contract win with the U.S. Department of Veterans Affairs, which is being viewed as a validation of its agentic AI platform. While sentiment remains divided, many investors are focused on whether this enterprise deal can help the company navigate broader software sector volatility and prove its AI monetization strategy is gaining traction.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as institutional ownership and call option volume surge ahead of the long-awaited 80th event trigger for the Phase 3 REGAL trial. The community remains intensely focused on interpreting the prolonged timeline as a potential sign of drug efficacy, while active debates continue regarding a possible buyout and the future commercial potential of the SLS009 pipeline.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is currently a focal point for investors as chipmakers aggressively scale AI compute capacity, driving heavy demand for the company's essential semiconductor manufacturing tools. While some community members are betting on continued growth fueled by AI infrastructure needs, others are expressing significant caution, pointing to highly inflated valuations, profit-taking signals, and ongoing debate over the sustainability of current industry-wide capital expenditure levels.

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 trending as institutional investors accumulate shares amid a rotation into software stocks, fueled by excitement over its pivot toward agentic AI and strengthening partnerships with industry leaders. The community is focused on key technical resistance levels and high short interest, with many anticipating a potential short squeeze if the stock sustains its upward momentum.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma shares are facing intense volatility as the market weighs a massive short interest and upcoming lock-up expiration against the company's strong revenue growth and AI integration. While retail investors remain divided between bullish sentiment on enterprise adoption and bearish concerns over potential market manipulation and AI-driven obsolescence, participants are closely tracking the upcoming earnings report for a potential catalyst.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital is facing intense community criticism due to a persistent lack of insider buying and concerns over management's ability to pivot toward AI infrastructure. Investors are actively debating the stock's future ahead of earnings, with many pointing to executive compensation and missed operational milestones as primary catalysts for the recent downward pressure.

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Virtus ETF Trust II - Virtus Emerging Markets Dividend ETF

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Hold rates steady

Cut 25 bps

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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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