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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 following a strong quarterly earnings report that exceeded expectations for both revenue and backlog, fueling significant after-hours gains. The community is actively debating the company's long-term sustainability due to its heavy debt load and high capital expenditures, though many bulls are pointing to the massive $104 billion backlog as evidence of explosive, sustained AI infrastructure demand.

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 delivering a massive fiscal fourth-quarter earnings beat, fueled by record backlogs, significant profit growth, and robust revenue guidance for 2027. The community is focused on the company's decision to sideline its ATM offering and is debating whether the stock's current valuation remains significantly discounted due to ongoing leadership and governance concerns.

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 attracting significant community attention and speculative interest, driven by a new multi-million-dollar defense tender and anticipation surrounding upcoming earnings. Investors are actively discussing the potential for a short squeeze, citing high short interest and strategic growth through recent acquisitions in the autonomous drone sector.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is facing intense downward pressure and negative analyst sentiment, driven largely by broader sector concerns, regional challenges in China, and weak retail demand that has kept the stock pinned near recent lows. While some investors view the stock as a deeply undervalued long-term turnaround play and are actively accumulating shares, the community remains divided between those calling for a structural bottom and those fearing further technical breakdowns.

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 attracting significant community attention as a critical supplier to the space and defense sectors, with investors highlighting surging demand that is currently outstripping the company's production capacity. Traders are actively debating the company's growth trajectory and potential for a short squeeze, fueled by excitement over recent earnings, increased guidance, and the company's strategic move to triple manufacturing capacity at its new Livermore production campus.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending as investors weigh mixed sentiment regarding Bitcoin's price stability against the company's recent strategic moves, including the selling of shares and Bitcoin to bolster reserves. The community remains deeply divided, with bulls pointing to potential S&P inclusion and long-term accumulation strategies, while bears continue to highlight concerns over dilution and the company's debt obligations.

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 AG is currently under intense focus as investors weigh the company's strong brand momentum and DTC growth against recent guidance adjustments and broader sector-wide headwinds impacting consumer discretionary spending. While some community members view the volatility as an overreaction that offers an attractive entry point given the company's cash-rich balance sheet, others remain cautious about potential deceleration in regional growth and increased competition.

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 Systems is trending after a massive post-earnings surge driven by an explosive 80% jump in AI-related infrastructure orders, signaling a new growth phase for the legacy tech giant. The community is actively debating the sustainability of this rally, comparing its current infrastructure-focused pivot to past market cycles while evaluating the impact of major corporate restructuring on its long-term AI strategy.

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 following a double beat in its recent earnings report, where the company exceeded top and bottom-line estimates and raised its full-year guidance. While some market participants express concern over the stock's high valuation and potential for volatility, the community is actively debating its long-term potential as a category-defining brand versus the risks of sector-wide consumer headwinds.

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 is trending following an exceptionally strong quarterly report that beat estimates and featured raised guidance, further fueled by widespread community enthusiasm regarding the company's critical role in AI data center infrastructure and optical networking. Investors are actively debating the stock's potential for further gains, noting persistent supply constraints that favor Lumentum's market position despite broader volatility across tech and semiconductor sectors.

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One in Four Executives Say AI Errors Have Reached External Audiences or Boards, According to New Research From Workiva

Workiva Inc. (NYSE: WK), a leading, audit-ready platform for trust, transparency, and accountability, today released findings from its 2026 Midyear Executive Benchmark Survey. Although 84% of surveyed executives say they are at least somewhat confident in the accuracy of AI output without human...

Workiva Q2 Earnings Call Highlights

Workiva (WK) Reports Q2 Earnings: What Key Metrics Have to Say

While the top- and bottom-line numbers for Workiva (WK) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Workiva (WK) Q2 Earnings and Revenues Beat Estimates

Workiva (WK) delivered earnings and revenue surprises of +20.31% and +1.74%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Workiva Announces Second Quarter 2026 Financial Results

Workiva Inc. (NYSE: WK), a leading, audit-ready platform for trust, transparency, and accountability, today announced financial results for its second quarter ended June 30, 2026. Q2 was another quarter marked by strong financial performance and continued proof that Workiva is the platform CFOs...

Workiva Launches Specialized AI Agents and Intelligence Layer to Advance High-Stakes Reporting

Workiva Inc. (NYSE: WK), a leading, audit-ready platform for trust, transparency, and accountability, today announced three purpose-built AI agents and Workiva Knowledge, a persistent intelligence layer grounded in an organization's data, instructions, and content. The agents will help customers in...

Salesforce Down 6% in Three Months: Should Investors Retain the Stock?

CRM's 5.8% pullback reflects broad software concerns, but Agentforce's growth, revenue acceleration and a discounted valuation support holding the stock.

Workiva Sets Date for Second Quarter 2026 Financial Release and Conference Call

Workiva Inc. (NYSE:WK), a leading, AI-powered platform for trust, transparency, and accountability, today announced that it will release financial results for the second quarter ended June 30, 2026 following the close of the market on August 4, 2026. The company will host a conference call and a...

Workiva (WK) Soars 5.9%: Is Further Upside Left in the Stock?

Workiva (WK) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

NICE vs. Workiva: Which Technology Stock Is a Better Buy in 2026?

Key PointsNICE delivers consistent profitability and strong cash flow through its AI-driven customer experience platforms...

Workiva, Inc. engages in the provision of cloud-based software solutions for financial reporting, regulatory reporting, sustainability reporting, audit, risk management, and compliance. It transforms how customers connect data, unify processes, and empower teams in a secure, audit-ready, AI-powered collaborative platform. The company was founded by Matthew M. Rizai, Jerome M. Behar, Martin J. Vanderploeg, Joseph H. Howell, Jeffrey D. Trom, and Daniel J. Murray in August 2008 and is headquartered in Ames, IA.

Workiva Inc - Ordinary Shares - Class A

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.80	--	--	N/A
Q2 '26	$0.77	$0.77	0.34%	BEAT
Q1 '26	$0.65	$0.77	17.65%	BEAT
Q4 '25	$0.69	$0.78	13.13%	BEAT
Q3 '25	$0.39	$0.55	42.70%	BEAT

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