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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 generating significant buzz as investors track the long-awaited 80th event in the REGAL Phase 3 trial, a key milestone that will trigger final analysis for the company's lead AML candidate. Community members are actively debating the significance of the trial's unprecedented survival tail, with many bulls interpreting the prolonged wait and the company's recent quiet period as bullish indicators of potential buyout interest or a transformative breakthrough.

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.

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.

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.

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.

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.

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.

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.

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Comstock Announces Booz Allen in Landmark Reston Station Lease

Comstock Holding Companies, Inc. (Nasdaq: CHCI) (Comstock), a leading asset manager, developer, and operator of mixed-use and transit-oriented properties in the Washington, D.C. region, today...

Jefferies downgrades Nippon Steel on U.S. Steel deal risks

Investing.com -- Jefferies has lowered its rating on Nippon Steel Corp (TYO:5401) stock to Underperform, citing multiple financial and operational risks tied to its planned acquisition of United States Steel (NYSE:X).

Asia stocks mixed amid Trump tariff uncertainty; Japan extends gains

Investing.com-- Most Asian markets were a mixed bag on Monday after U.S. President Donald Trump threatened and then backtracked on increased European trade tariffs over the weekend, while Japanese shares extended a run of recent gains.

Nippon Steel shares surge after Trump supports US Steel deal

Investing.com-- Shares of Japan’s Nippon Steel Corp (TYO:5401) jumped on Monday after U.S. President Donald Trump expressed support for the company’s $14.9 billion bid to acquire U.S. Steel (NYSE:X).

US panel divided over Nippon Steel’s proposed takeover of US Steel – Reuters

Investing.com-- A U.S. national security panel delivered a divided recommendation to President Donald Trump on Nippon Steel Corp’s (TYO:5401) proposed takeover of U.S. Steel Corp (NYSE:X), though most members believe any risks can be mitigated, Reuters reported on Thursday, citing a White House official.

U.S. Steel gains as Dan Loeb’s Third Point takes stakes on merger hopes

Investing.com -- U.S. Steel Corporation (NYSE:X) gained in early trading Thursday following reports that Dan Loeb’s Third Point LLC hedge fund has accumulated a stake in the company and is hopeful that a merger with Japan’s Nippon Steel will be completed.

Nippon Steel shares soar as Trump orders new review of US Steel takeover

Investing.com-- Nippon Steel shares rose sharply on Tuesday after U.S. President Donald Trump ordered a new review of the company’s takeover of U.S. Steel, which was blocked by the Biden administration. 

Nippon, US Steel merger talks persist, Trump approval sought- Semafor

Investing.com-- Nippon Steel Corp (TYO:5401) and U.S. Steel (NYSE:X) have remained in active talks to preserve their $14 billion merger agreement and are also negotiating with the Donald Trump administration, Semafor reported on Thursday. 

Jefferies upgrades Nippon Steel: Unlikely US Steel deal is ‘blessing in disguise’

Investing.com -- Following its third-quarter results, Jefferies raised its rating on Nippon Steel Corp (TYO:5401) shares to Hold from Underperform and the price target to 3,200 Japanese yen from 2,200.

Nippon Steel shares dip after Trump talks down US Steel deal

Investing.com-- Shares of Nippon Steel Corp (TYO:5401) fell on Monday after U.S. President Donald Trump claimed that the company had dropped its plan to buy U.S. Steel, and that the Japanese firm could not have a majority stake in the U.S. steelmaker. 

Qualtrics International, Inc. operates as an experience management platform to manage customer, employee, product, and brand experiences. It operates through the following segments: CustomerXM, EmployeeXM, ProductXM and BrandXM. The CustomerXM includes a system of action that enables organizations to gain understanding across all channels that impact the customer experience and surfaces these insights in real-time to drive improvements. The EmployeeXM allows organizations to draw insights from their employees and improve experience during the employment lifecycle. The ProductXM includes design products people love, decrease time to market, and increase share of wallet by uncovering and acting on user needs, desires, and expectations. The BrandXM includes create a bedrock of loyal followers, acquire new customers, and increase market share by ensuring that brand resonates at each critical touchpoint and attracts target buyers. The company was founded by Scott M. Smith, Ryan Smith, and Jared Smith in 2002 and is headquartered in Provo, UT.

Qualtrics International Inc - Ordinary Shares - Class A

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.

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XMQualtrics International Inc - Ordinary Shares - Class A

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