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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 as investors weigh explosive backlog and revenue growth against concerns over high capital expenditures and cash burn ahead of earnings. Community sentiment is deeply divided, with bulls pointing to the massive long-term AI infrastructure buildout while bears focus on rising debt levels and negative free cash flow.

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 massive earnings beat and an aggressive fiscal 2027 revenue guidance that significantly outpaced Wall Street expectations. The community is actively debating the stock's potential for a short squeeze and a fundamental re-rating, highlighting the company's record backlog and improved profit margins as key drivers of the bullish sentiment.

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 currently experiencing heavy market attention as investors eagerly await a definitive update on the REGAL study's 80th event, which remains the primary catalyst for the stock's next major move. Community sentiment is deeply divided between long-term bulls highlighting institutional accumulation and the potential for a curative breakthrough, and skeptics who are closely monitoring the company's cash position and the timeline for trial milestones.

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 trending as investors aggressively position themselves ahead of the company's upcoming earnings report, with community speculation centered on potential major contract announcements and a possible short squeeze fueled by significant institutional ownership. The stock remains highly volatile as market participants debate the long-term impact of its AI infrastructure model versus the concerns highlighted by high-profile short-sellers.

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 seeing intense community debate following solid quarterly earnings and strong future guidance, with many investors viewing current price levels as a potential entry point despite broader volatility in the photonics sector. Community members are actively dissecting the stock's recent performance against broader AI infrastructure trends, focusing on the company's critical role in high-speed data center connectivity and long-term optical demand.

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 Corp. is facing significant downward pressure and intense community scrutiny following a substantial miss on revenue expectations and a downward revision to its long-term financial guidance. While the stock continues to attract volatility and debate, investors remain focused on the company's long-term potential as a domestic antimony supplier and the prospect of future government contracts despite the current negative market sentiment.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is gaining momentum following a significant contract award from the U.S. Space Force and anticipation surrounding upcoming earnings, with investors closely watching the company's progress in launch programs and space defense operations. The community remains focused on Firefly's long-term growth potential and vertical integration, balancing enthusiasm for its recent contract wins against broader sector volatility.

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 digest the recent completion of the Cyberhawk acquisition and anticipation for earnings, which is fueling intense debate over the company's valuation and short interest. The community is focused on the stock's technical setup and high short position, with many discussing the potential for a significant squeeze should positive guidance or contract news follow the upcoming results.

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 strong quarterly performance where the company delivered a double beat on both earnings and revenue while raising its full-year guidance. Community members are actively debating the stock's premium valuation versus its consistent growth and strong traffic, with many bullish investors dismissing intraday volatility as a shakeout of weak hands.

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 experiencing high volatility as investors weigh strong manufacturing expansion news, including a new production campus, against skepticism fueled by a negative short-seller report. The community is actively debating the credibility of these claims versus the stock's long-term potential in defense and aerospace manufacturing.

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$1000 Invested In Wintrust Financial 5 Years Ago Would Be Worth This Much Today

Wintrust Financial (NASDAQ:WTFC) has outperformed the market over the past 5 years by 5.22% on an annualized basis producing an average annual return of 16.73%. Currently, Wintrust Financial has a market capitalizationread more...

Transcript: Wintrust Financial Q2 2026 Earnings Conference Call

Wintrust Financial (NASDAQ:WTFC) reported second-quarter financial results on Tuesday. The transcript from the company's second-quarter earnings call has been provided below.
This transcript is brought to you byread more...

Wintrust (WTFC) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

While the top- and bottom-line numbers for Wintrust (WTFC) 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.

Wintrust Financial (WTFC) Surpasses Q2 Earnings and Revenue Estimates

Wintrust (WTFC) delivered earnings and revenue surprises of +4.76% and +0.57%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Wintrust Financial Corp. Bottom Line Rises In Q2

(RTTNews) - Wintrust Financial Corp. (WTFC) announced a profit for its second quarter that Increases, from the same period last year...

Wintrust Financial Likely To Report Higher Q2 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Wintrust Financial Corp (NASDAQ: WTFC) to report Q2 earnings on 7/20. Analysts predict $3.16 EPS and $736.14M revenue. Recent ratings are mostly Buy.read more...

Gear Up for Wintrust (WTFC) Q2 Earnings: Wall Street Estimates for Key Metrics

Get a deeper insight into the potential performance of Wintrust (WTFC) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

First Financial Bancorp (FFBC) Earnings Expected to Grow: Should You Buy?

First Financial (FFBC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Wintrust Financial (WTFC) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Wintrust (WTFC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

NTRS to Exit Guardianship Business With WTFC Deal in Strategic Pivot

Northern Trust agrees to sell its guardianship services unit to Wintrust, streamlining operations and sharpening focus on core wealth and asset management businesses.

$WTFC Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $3.34 up 18.44% YoY
• Reported revenue of $738.63M up 10.12% YoY

Wintrust Financial Corp. is a financial holding company, which engages in the provision of banking and financial services. It operates through the following segments: Community Banking, Specialty Finance, and Wealth Management. The Community Banking segment offers community-oriented, personal, and commercial banking services to individuals, small to mid-sized businesses, local governmental units, and institutional clients. The Specialty Finance segment includes insurance premiums for businesses and individuals, accounts receivable financing, value-added, and out-sourced administrative services, and other specialty finance businesses. The Wealth Management segment consists of trust and investment services, tax-deferred like-kind exchange services, asset management solutions, securities brokerage services, and retirement plan services. The company was founded by Edward Joseph Wehmer on December 30, 1992 and is headquartered in Rosemont, IL.

Wintrust Financial Corp.

Bearish 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	$3.28	--	--	N/A
Q2 '26	$3.14	$3.30	5.08%	BEAT
Q1 '26	$2.96	$3.22	8.68%	BEAT
Q4 '25	$2.93	$3.15	7.39%	BEAT
Q3 '25	$2.63	$2.78	5.85%	BEAT

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