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Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is trending as investors weigh strong record revenue growth and an increased full-year outlook against concerns over widening losses and potential dilution following the latest earnings report. The community is actively debating the company's long-term valuation relative to quantum peers, with many bulls interpreting the recent price dip as a strategic buying opportunity and potential bear trap.

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 seeing intense community speculation as investors position for upcoming earnings, with high short interest fueling anticipation of a potential short squeeze. Traders are hyper-focused on recent defense-sector contract activity and management's growth guidance, leading to a volatile tug-of-war between retail bulls expecting a breakout and bears betting on a post-earnings pull-back.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendys is trending as reports of a potential take-private bid by Nelson Peltzs Trian Fund Management trigger a sharp surge in share price. Investors are closely monitoring the high short interest, with the community actively debating whether the rumored buyout will result in a significant premium or if short covering will drive the stock even higher.

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 seeing intense volatility and active trading as the community reacts to a series of major partnership announcements, including collaborations with AMD and CrowdStrike, alongside investor anxiety regarding post-earnings price swings and upcoming share lockup expirations. While proponents view these deals as long-term validation of the company's ultra-fast inference technology, many market participants remain skeptical of the stock's high valuation relative to its current revenue and are closely watching for potential downward pressure.

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 is trending after delivering a blowout earnings report that exceeded expectations and featured significantly raised full-year guidance driven by surging demand for AI infrastructure. The community is actively debating the stock's post-earnings price action, with many investors pointing to massive hyperscaler order growth as a long-term catalyst while some remain skeptical of the sustainability of the current rally given the heightened expectations.

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 digest a negative regulatory opinion from the EMA regarding its flagship drug YARTEMLEA, despite the firm's ongoing efforts to challenge the decision via re-examination. The community is actively debating the stock's future, balancing concerns over the regulatory hurdle against optimism for the U.S. commercial launch, upcoming NTAP reimbursement catalysts, and the company's aggressive debt reduction moves.

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 stock is facing downward pressure following a J.P. Morgan downgrade that cited significant revenue headwinds from a planned restructuring of the company's China operations. The community remains heavily divided, with some investors aggressively averaging down to capture a dividend yield, while others express frustration over the prolonged downtrend and mounting competition.

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 experiencing a massive short squeeze and retail buying frenzy following an exceptionally strong earnings report that highlighted robust deal growth and revenue momentum. Investors are actively celebrating the stock's surge while mocking short-seller Michael Burry, whose reported decision to double down on his bearish position has intensified the battle between bulls and those trapped in the rally.

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

Tradr 2X Short NBIS Daily ETF

NBIZ is experiencing extreme volatility as traders grapple with the complexities of decay and performance tracking in a 2x leveraged inverse ETF linked to NBIS. The community is actively debating the risks of holding this vehicle amidst aggressive price swings, with many highlighting the hazards of using leveraged ETFs as shorting tools in a high-momentum AI sector.

Quantum Corp. engages in the manufacture of computer storage devices. It provides solutions for storing and protecting information in physical, virtual, and cloud environments. Its products and services include Myriad All-Flash File and Object, StorNext File System Unified Surveillance Platform, ActiveScale Object Storage, DXi Backup Appliances, Scalar Tape Storage, CatDV Media Asset Management, and Cloud-Based Analytics. The company was founded by Joel N. Harrison and James M. McCoy in 1980 and is headquartered in Centennial, CO.

Quantum Corp

Quantum Corp is experiencing high volatility as retail traders speculate on a potential short squeeze, despite skepticism regarding its actual involvement in the quantum computing sector. The community remains deeply divided, with bulls pointing to the company's low float and past momentum, while bears highlight significant fundamental concerns including negative cash flow, debt levels, and pending litigation.

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CoreWeave Surges on Upbeat Q2: ETFs in Focus

CoreWeave's upbeat Q2 results, soaring backlog and strong outlook are fueling optimism. Here are ETFs offering exposure to the AI infrastructure play.

Roundhill Investments Launches First-Ever Neocloud ETF (NCLD) and Photonics & Optics ETF (LYTE)

Roundhill Investments Launches First-Ever Neocloud ETF (NCLD) and Photonics & Optics ETF (LYTE) Roundhill Investments Launches First-Ever Neocloud ETF (NCLD) and Photonics & Optics ETF (LYTE) PR Newswire NEW YORK, Aug. 6, 2026 NCLD and LYTE provide precise exposure to the compute and connectivity...

Roundhill ETF Trust - Roundhill Neocloud ETF

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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