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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 currently trending as shareholders and traders speculate on a potential short squeeze, fueled by high short interest and anticipation surrounding upcoming earnings. The community is focused on recent defense sector partnerships and government contract rumors, leading to intense debate over whether the stock will see a parabolic breakout or face volatility.

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 bearish pressure following a JP Morgan downgrade and concerns over a costly China market reset, leading to significant community debate between those calling it a long-term value trap and others viewing the multi-year downtrend as a rare entry point for a legacy brand.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing significant downward pressure following an earnings report that missed top and bottom-line expectations despite raised full-year guidance. Investors are actively debating the company's valuation, highlighting concerns over upcoming share lockup expirations, thin profit margins, and skepticism regarding the sustainability of its growth trajectory compared to established competitors.

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 N.V. is surging on the back of a powerful short squeeze fueled by an exceptionally strong earnings report that highlighted record customer prepayments and multi-billion dollar contract wins. The stocks massive rally has intensified community friction, specifically directed at prominent short-seller Michael Burry, as retail investors celebrate the stock's move while debating whether to lock in profits or ride the momentum of the rapidly growing AI infrastructure sector.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is currently facing intense debate as investors weigh the delayed Clarity Act against potential SEC regulatory rule-making, sparking mixed reactions among a community torn between long-term institutional adoption and short-term volatility. Traders are closely monitoring critical support and resistance levels around the two-thousand-dollar mark as the asset struggles to break out of its current consolidation range.

Investment Managers Series Trust II - Tradr 2X Short NBIS Daily ETF

Tradr 2X Short NBIS Daily ETF

NBIZ is experiencing extreme volatility as traders actively debate the risks of holding a 2X inverse leveraged ETF that tracks high-growth AI infrastructure stocks. Community sentiment is deeply divided, with many discussing the dangers of tracking decay and rapid price swings while others attempt to scalp or hedge against the underlying asset.

Omeros Corp. operates as a biopharmaceutical company, which engages in the research, discovery, development, and commercialization of small-molecule and protein therapeutics targeting immunologic diseases. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

Omeros Corp is trending as investors react to a negative regulatory opinion from the EMA for narsoplimab, though the community remains heavily focused on the stock's U.S. commercial performance, including the upcoming July 1st activation of a permanent J-code and pending NTAP reimbursement status. Bulls continue to highlight the company's debt reduction efforts and long-term pipeline potential, while others express frustration over regulatory hurdles and lack of management transparency.

Securitize Corp. is a financial technology company, which engages in the provision of regulated infrastructure for the issuance, management, trading, and administration of tokenized real-world assets (RWAs). The company was founded on October 17, 2025 and is headquartered in Miami, FL.

Securitize Corp.

Securitize Corp. is at the center of investor discussion as it navigates its transition to a public company, with community sentiment deeply divided between those betting on the long-term potential of its tokenized asset infrastructure and those reacting to disappointing early financial results. Supporters point to major institutional partnerships and the company's role in a growing industry as reasons to hold, while critics express concern over declining revenues, legal risks regarding intellectual property, and typical volatility associated with its recent SPAC listing.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin (APP) is facing significant downward pressure as investors react to a Bank of America downgrade and lingering concerns over growth sustainability following a recent earnings miss. The community is sharply divided, with many retail traders actively buying the dip, citing strong profit margins and value, while others express frustration over the lack of aggressive share buybacks to defend the stock price.

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 currently trading in the spotlight as investors balance its record-setting fiscal quarterly results and raised guidance against a broader market trend of profit-taking. Community sentiment remains largely bullish, with many participants focusing on Ciscos expanding role in AI infrastructure, though some remain cautious due to the company's valuation relative to its recent year-to-date performance.

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YELP Q2 Earnings Beat Estimates as Other Revenues Surge

Yelp's Q2 earnings top estimates as other revenues nearly double, offsetting ad weakness, while AI products and Hatch gain traction.

Yelp Q2 Earnings Call Highlights

Yelp (YELP) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for Yelp (YELP) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Yelp (YELP) Surpasses Q2 Earnings and Revenue Estimates

Yelp (YELP) delivered earnings and revenue surprises of +93.75% and +2.74%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Yelp Reports Second Quarter 2026 Results

Yelp Inc. (NYSE: YELP), the company that connects people with great local businesses, today posted its financial results for the second quarter ended June 30, 2026 in the Shareholder Letter available on its Investor Relations website at yelp-ir.com. Yelps AI transformation continued to gain...

Yelp to Participate in the KeyBanc Capital Markets Technology Leadership Forum

Yelp Inc. (NYSE: YELP), the company that connects people with great local businesses, today announced that management will present at the KeyBanc Capital Markets Technology Leadership Forum on August 11, 2026 at 12:30 p.m. Pacific Time. The live and archived webcasts of the presentation will be...

Yelp Host Surpasses 1 Million Calls, Expands Into Food Ordering and Adds OpenTable

Yelp Inc. (NYSE: YELP), the company that connects people with great local businesses, today announced that Yelp Host, the voice AI solution for restaurants, has handled more than 1 million callsthe equivalent of nearly 2 years of phone conversations and growing at an average of 38% month-over-month...

Yelp Announces Date of Second Quarter 2026 Financial Results

Yelp Inc. (NYSE: YELP), the company that connects people with great local businesses, announced that it will release its financial results for the quarter ended June 30, 2026 after the market closes on Thursday, August 6, 2026. Yelp will issue a press release when its Shareholder Letter has been...

Is Tesla About To Use Facial Recognition Before Activating Full Self-Driving

Is Tesla About To Use Facial Recognition Before Activating Full Self-Driving

 Tesla is reportedly preparing a series of updates, including one that would use a vehicle's cabin camera to verify a driver's identity before activating Full Self-Driving.

It sounds a bit dystopian, but this...

Yelp Reaches Analyst Target Price

In recent trading, shares of Yelp Inc (Symbol: YELP) have crossed above the average analyst 12-month target price of $26.11, changing hands for $26.25/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation...

$YELP Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.57 down -17.39% YoY
• Reported revenue of $375.52M up 1.38% YoY
• Yelp Inc. narrows its 2026 outlook range for net revenue to $1.460 billion to $1.470 billion and projects 2026 Adjusted EBITDA to be in the range of $315 million to $325 million.

Yelp, Inc. engages in the provision of business of operating a community-driven platform that connects people with great local businesses. The company was founded by Jeremy Stoppelman and Russell Simmons in July 2004 and is headquartered in San Francisco, CA.

Yelp Inc

Yelp Stock Rises As Investors Cheer Q4 Beat, Positive Guidance: Retail’s Unimpressed

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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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