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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 experiencing high volatility as investors weigh strong revenue growth and a massive $104 billion backlog against ongoing concerns regarding high capital expenditures and debt. The community remains deeply divided, with bulls pointing to accelerating AI infrastructure demand while bears express skepticism over sustained cash burn and profitability.

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 the company delivered a significant earnings beat and provided robust fiscal year guidance that surpassed market expectations, driving intense debate among investors regarding its current valuation. While the community is split between bullish sentiment fueled by record order backlogs and skeptical concerns regarding management's communication style and historical controversies, many are actively monitoring for a potential short squeeze.

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 investors aggressively monitor the highly anticipated 80th event trigger for its REGAL Phase 3 clinical trial, with community sentiment sharply divided between buyout speculation and skepticism over the extended trial timeline. The company's recent filing highlighting strong cash reserves, minimal dilution, and expanded preclinical work in pancreatic cancer has intensified community debate, as traders weigh these bullish fundamentals against the binary risks of an imminent final analysis.

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 ($UAMY) is trending following a significant quarterly revenue miss and a reduction in full-year guidance, which has fueled widespread investor frustration and concerns over management's execution. While some in the community see the current price drop as a discount for long-term holders, others are actively debating the company's reliance on government contracts and the lack of clarity regarding its strategic pivot toward domestic independence.

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 seeing heightened community discussion as investors weigh the stock's recent price volatility against its strategic role in government contracts and the broader space sector. While retail traders are closely watching upcoming earnings and potential partnerships, sentiment remains divided between those betting on long-term growth and others concerned by the stock's recent performance compared to sector peers.

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 elevated volatility as investors weigh strong earnings and data center demand against sector-wide concerns, including potential trade restrictions on optical components. The community remains divided, with many traders actively discussing the stock's long-term growth prospects as a photonics leader versus the risk of a technical correction.

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 heightened volatility and strong community interest following solid earnings results, with investors actively discussing potential capacity constraints as a key catalyst for long-term growth. The community remains largely bullish, focusing on the company's manufacturing expansion and its strategic positioning within the defense, space, and AI infrastructure sectors, often comparing its potential to past high-growth trajectories.

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 Group is trending following a double beat on quarterly earnings and revenue that exceeded analyst estimates, fueled by strong guest traffic and consistent same-restaurant sales growth. While the community is actively debating the stock's high valuation relative to its peers, many investors are focused on the brand's rapid unit expansion and its potential to become a dominant national fast-casual leader.

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 weigh explosive demand for AI infrastructure against concerns over high capital expenditures and dilution risks, with the community closely tracking upcoming earnings for validation. The stock remains a focal point for intense debate, as market participants actively bet on a potential short squeeze while monitoring the influence of high-profile short-sellers and institutional stake-building.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNav is trending as investors react to legislative efforts attempting to block FCC spectrum reconfigurations, sparking intense debate over the company's regulatory path. The community remains focused on the potential for imminent FCC approval and the high strategic value of the company's spectrum assets.

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WHITE MOUNTAINS REPORTS SECOND QUARTER RESULTS

WHITE MOUNTAINS REPORTS SECOND QUARTER RESULTS WHITE MOUNTAINS REPORTS SECOND QUARTER RESULTS PR Newswire HAMILTON, Bermuda, Aug. 6, 2026 HAMILTON, Bermuda, Aug. 6, 2026 /PRNewswire/ -- White Mountains Insurance Group, Ltd. (NYSE: WTM) reported book value per share of $2,258 as of June 30, 2026, an...

White Mountains (WTM) is an Incredible Growth Stock: 3 Reasons Why 

White Mountains (WTM) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Australian Financial Planning Group Secures Minority Investment from Kudu Investment Management to Fund Growth Initiatives

Australian Financial Planning Group Secures Minority Investment from Kudu Investment Management to Fund Growth Initiatives Australian Financial Planning Group Secures Minority Investment from Kudu Investment Management to Fund Growth Initiatives PR Newswire SYDNEY and NEW YORK, June 24, 2026 SYDNEY...

Australia's Drummond Capital Partners Secures Investment from Kudu Investment Management

Australia's Drummond Capital Partners Secures Investment from Kudu Investment Management Australia's Drummond Capital Partners Secures Investment from Kudu Investment Management PR Newswire NEW YORK, June 22, 2026 NEW YORK, June 22, 2026 /PRNewswire/ -- Kudu Investment Management, LLC (Kudu), a...

White Mountains to Hold 2026 Annual Investor Information Meeting on June 5, 2026

White Mountains to Hold 2026 Annual Investor Information Meeting on June 5, 2026 White Mountains to Hold 2026 Annual Investor Information Meeting on June 5, 2026 PR Newswire HAMILTON, Bermuda, May...

WHITE MOUNTAINS PARTNERS ANNOUNCES ACQUISITION OF HAWKEYE ELECTRIC BY ENTERPRISE SOLUTIONS

WHITE MOUNTAINS PARTNERS ANNOUNCES ACQUISITION OF HAWKEYE ELECTRIC BY ENTERPRISE SOLUTIONS WHITE MOUNTAINS PARTNERS ANNOUNCES ACQUISITION OF HAWKEYE ELECTRIC BY ENTERPRISE SOLUTIONS PR Newswire NEW YORK, May 1, 2026 NEW YORK, May 1, 2026 /PRNewswire/ -- White Mountains Partners ("WMP"), a White...

White Mountains Insurance Group (WTM) Expected to Announce Earnings on Thursday

White Mountains Insurance Group (NYSE:WTM) will be releasing its Q1 2026 earnings before the market opens on Thursday, May 7. (View Earnings Report at...

Zurcher Kantonalbank Zurich Cantonalbank Raises Stock Position in White Mountains Insurance Group, Ltd. $WTM

Zurcher Kantonalbank Zurich Cantonalbank lifted its position in White Mountains Insurance Group, Ltd. (NYSE:WTM - Free Report) by 260.9% during the fourth quarter, according to the company in its...

Speece Thorson Capital Group Inc. Has $22.18 Million Stake in White Mountains Insurance Group, Ltd. $WTM

Speece Thorson Capital Group Inc. lessened its holdings in White Mountains Insurance Group, Ltd. (NYSE:WTM - Free Report) by 5.2% in the fourth quarter, according to the company in its most recent...

M&T Bank Corp Makes New $38.55 Million Investment in White Mountains Insurance Group, Ltd. $WTM

M&T Bank Corp bought a new position in shares of White Mountains Insurance Group, Ltd. (NYSE:WTM - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with...

White Mountains Insurance Group Ltd. engages in the acquisition of businesses and assets in the insurance, financial services, and related sectors. It operates through the following segments: HG Global/BAM, Ark/MW Outrigger, Kudu, and Other Operations. The HG Global/BAM segment refers to White Mountains' investment in HG Global Limited, and the consolidated results of Build America Mutual Assurance Company (BAM). The Ark/WM Outrigger segment consists of Ark Insurance Holdings Limited and its subsidiaries. The Kudu segment provides capital solutions for boutique asset and wealth managers for various purposes including generational ownership transfers, management buyouts, acquisition and growth finance, and legacy partner liquidity. The Other Operations segment focuses on its wholly-owned subsidiary, WM Capital, other intermediate holding companies, investment management subsidiary, White Mountains Advisors LLC, as well as certain consolidated and unconsolidated private capital and other investments. The company was founded on September 4, 1980 and is headquartered in Hanover, NH.

White Mountains Insurance Group, Ltd.

Neutral 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
Q4 '26	--	$327.23	--	N/A
Q3 '26	$34.00	$44.18	29.94%	BEAT
Q2 '26	$75.00	$80.58	7.44%	BEAT
Q1 '26	-$4.00	-$12.59	-214.37%	MISSED
Q4 '25	$379.45	$327.23	-13.76%	MISSED

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