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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 trending following a record-breaking quarterly performance that outperformed expectations and included a raised revenue outlook driven by strong AI-related demand. Investors are actively debating the stock's valuation, with the community split between those calling to buy the dips based on strong fundamental guidance and those concerned that the stock has become overvalued after its recent rally.

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 intense volatility following quarterly results that highlighted record revenue growth and raised guidance, yet failed to meet earnings expectations, sparking debate over share dilution and cash burn. Community members remain polarized, with some bulls emphasizing the strength of the company's backlog and defense contracts, while others express frustration over share price performance and management's communication style.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is facing significant downward pressure as investors react to a recent analyst downgrade that cites management transitions and regional economic risks. The community remains largely polarized, with many retail investors viewing the pullback as a buying opportunity given the company's strong revenue growth and upcoming international expansion efforts.

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 Inc. is trending as investors react to the company's official inclusion in the S&P 500, a milestone sparking widespread discussion regarding a potential short squeeze and dealer hedging activity. While bulls are celebrating the validation of the platform's long-term growth and ad revenue potential, community members remain divided, with many debating the impact of insider share sales versus the long-term value of the company's data monetization strategy.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Georgetown, TX.

TSS Inc

TSS Inc. is facing intense volatility as the market debates its heavy revenue reliance on a single major OEM relationship versus the company's aggressive pivot toward high-margin AI systems integration. Investors are actively discussing the recent executive leadership changes and multi-million dollar capital investments as critical tests of management's ability to successfully scale next-generation AI infrastructure and secure a broader, more diversified client base.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is currently trending as investors focus on its progress toward a year-end BLA submission and positive clinical data presentations, while the community actively debates institutional accumulation and the potential for a major strategic partnership or buyout.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is trending as investors react to the news that the fund has accelerated the lockup expiration date for restricted shares to mid-August. Community discussion is heavily divided, with bullish participants anticipating long-term gains from pre-IPO holdings like Anthropic and SpaceX, while bearish participants warn that the stock remains significantly overvalued relative to its net asset value.

AirJoule Technologies Corp. operates as a thermal energy and water harvesting technology company. It provides efficient and sustainable air conditioning and pure water from air through its transformational AirJoule technology. The company was founded on March 14, 2024 and is headquartered in Ronan, MT.

AirJoule Technologies Corp. - Ordinary Shares - Class A

AirJoule Technologies is seeing significant investor attention as the market evaluates its atmospheric water generation technology, which is being positioned as a critical solution for cooling power-hungry AI data centers. While the company remains in its early commercialization phase, the community is focused on upcoming earnings and strategic partnerships, debating whether current volatility represents a buying opportunity or a waiting game for broader industry adoption.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing heightened investor attention following a major funding round and multi-billion-dollar supply agreement from its partner, Lumilens, which validates the demand for optical interconnects in AI infrastructure. Community sentiment remains focused on whether the company can successfully scale production capacity in Malaysia to meet rising hyperscaler demand, with investors eagerly anticipating clarity on shipments and order fulfillment in the upcoming earnings report.

York Space Systems, Inc. engages in providing a comprehensive suite of mission-critical solutions for national security, government, and commercial customers. It offers a vertically integrated, full technology stack of solutions including design, production, integration, and operation of spacecraft with turnkey offerings to manage spacecraft and constellations throughout the entire mission lifecycle. The company was founded by Dirk Wallinger in January 2012 and is headquartered in Denver, CO.

York Space Systems Inc

York Space Systems is drawing intense investor focus as the stock experiences high volatility following a recent earnings report that included a guidance cut and significant leadership changes. Community sentiment remains sharply divided between those who view the pullback as a buying opportunity in a critical defense-sector player and others who are concerned about weakening fundamentals and short-seller accusations.

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Valens Semiconductor Ltd. Q2 2026 Earnings Call Summary

Valens Semiconductor Ltd. Q2 2026 Earnings Call Summary...

Valens Semiconductor, Ltd. (VLN) Reports Q2 Loss, Beats Revenue Estimates

PTK Acquisition (VLN) delivered earnings and revenue surprises of 0.00% and +4.05%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Valens Semiconductor Reports Strong Second Quarter 2026 Results and Raises Full-Year Revenue Guidance

Valens Semiconductor Reports Strong Second Quarter 2026 Results and Raises Full-Year Revenue Guidance Valens Semiconductor Reports Strong Second Quarter 2026 Results and Raises Full-Year Revenue Guidance PR Newswire HOD HASHARON, Israel, Aug. 12, 2026 Delivered Q2 2026 revenue of $18.1 million...

Strength Seen in Ambarella (AMBA): Can Its 16.1% Jump Turn into More Strength?

Ambarella (AMBA) 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.

Valens Semiconductor Appoints Dean Martin to Lead the Automotive Business Unit

Valens Semiconductor Appoints Dean Martin to Lead the Automotive Business Unit Valens Semiconductor Appoints Dean Martin to Lead the Automotive Business Unit PR Newswire HOD HASHARON, Israel, July 31, 2026 Industry veteran brings deep OEM relationships and proven commercial leadership to drive the...

Valens Sets Second Quarter 2026 Conference Call for Wednesday, August 12 at 8:30 a.m. ET, 2026

Valens Sets Second Quarter 2026 Conference Call for Wednesday, August 12 at 8:30 a.m. ET, 2026 Valens Sets Second Quarter 2026 Conference Call for Wednesday, August 12 at 8:30 a.m. ET, 2026 PR Newswire HOD HASHARON, Israel, July 22, 2026 HOD HASHARON, Israel, July 22, 2026 /PRNewswire/ -- Valens...

Valens Semiconductor Appoints Karine Pinto-Flomenboim as Chief Financial Officer

Valens Semiconductor Appoints Karine Pinto-Flomenboim as Chief Financial Officer Valens Semiconductor Appoints Karine Pinto-Flomenboim as Chief Financial Officer PR Newswire HOD HASHARON, Israel, June 22, 2026 HOD HASHARON, Israel, June 22, 2026 /PRNewswire/ -- Valens Semiconductor (NYSE: VLN), a...

Valens Semiconductor's HDBaseT Chipsets Power Barco's ClickShare USB-C Extension Over CAT Kit

Valens Semiconductor's HDBaseT Chipsets Power Barco's ClickShare USB-C Extension Over CAT Kit Valens Semiconductor's HDBaseT Chipsets Power Barco's ClickShare USB-C Extension Over CAT Kit PR Newswire HOD HASHARON, Israel, June 16, 2026 HOD HASHARON, Israel, June 16, 2026 /PRNewswire/ -- Valens...

Valens Semiconductor Ltd. Q1 2026 Earnings Call Summary

Valens Semiconductor Ltd. Q1 2026 Earnings Call Summary...

Full Transcript: Valens Semiconductor Q1 2026 Earnings Call

Full Transcript: Valens Semiconductor Q1 2026 Earnings Call...

$VLN Q2 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of -$0.08 down -14.29% YoY
• Reported revenue of $18.11M up 6.13% YoY
• Valens Semiconductor expects Q3 2026 revenue between $21.3 million and $21.7 million, while raising full-year 2026 revenue guidance to between $78.0 million and $81.0 million, representing a 13% increase over 2025.

Stocktwits

Valens Semiconductor Ltd

 Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.08 down -14.29% YoY
• Reported revenue of $18.11M up 6.13% YoY
• Valens Semiconductor expects Q3 2026 revenue between $21.3 million and $21.7 million, while raising full-year 2026 revenue guidance to between $78.0 million and $81.0 million, representing a 13% increase over 2025.

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Valens Semiconductor Ltd. engages in the provision of semiconductor products. It operates through the Audio-Video and Automotive segments. The Audio-Video segment delivers plug-and-play convergence and distributes interfaces through a single long-distance category cable. The Automotive segment pertains to Valens Automotive products, which enables in-vehicle connectivity for car architectures. The company was founded by Dror Jerushalmi, Massad Eyal, Eyran Lida, Gaby Gur-Cohen, Nadav Banet, and Alon Benzaray on October 26, 2006 and is headquartered in Hod Hasharon, Israel.

Extremely Bullish 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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