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Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is trending after the company and Anduril Industries unveiled Thunder, an autonomous VTOL aircraft designed for both defense and commercial logistics, fueling investor debate over the pivot from air taxis to military applications. While some community members view the partnership as a critical revenue-generating catalyst that validates the company's technology, skeptics remain focused on persistent cash burn, high valuations, and the lack of a fully realized commercial product.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is rallying after announcing $2.8 billion in new multi-year AI cloud contracts and raising its year-end revenue target to over $4 billion, signaling strong hyperscaler demand. The community is actively discussing the potential for a short squeeze as investors weigh these fresh growth catalysts against broader sector volatility and the company's ongoing transition to an AI infrastructure platform.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount's $110 billion merger with Warner Bros. Discovery is facing heightened scrutiny as a coalition of U.S. states prepares to file a lawsuit to block the deal, citing concerns over market competition and consumer prices. While retail sentiment remains cautious amid the ongoing regulatory uncertainty, some investors are highlighting the merger as a strategic move to build a competitive streaming powerhouse capable of challenging major tech platforms.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital is seeing increased activity as investors position themselves ahead of the company's inclusion in the Russell 3000 and Microcap indexes. The community is actively debating the potential for a major tenant announcement, with sentiment driven by the company's behind-the-meter energy strategy and the broader ongoing demand for data center infrastructure.

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 weigh significant volatility and heavy trading volume against the company's recent expansion into international defense contracts and its ongoing integration of DZYNE Technologies. The community is actively debating the company's long-term growth potential and high short interest versus concerns over share dilution and recent stock price weakness.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is experiencing significant market volatility as investors weigh the company's international expansion plans against concerns over shrinking portion sizes and sluggish foot traffic. While some analysts highlight a rare valuation opportunity at these price levels, the broader community remains divided, with active discussions focusing on intense short interest, lackluster management performance, and stiff competition from peers like Cava.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery is experiencing significant market uncertainty as a federal judge has ordered a temporary pause on its $110 billion merger with Paramount Skydance. The community remains deeply divided, with some investors betting on the deal's eventual completion and others voicing concerns over antitrust lawsuits, rising regulatory pressures, and the potential impact of ticking fees on the companies' financial health.

Domino's Pizza, Inc. engages in the management of a network of company-owned and franchise-owned pizza stores. It operates through the following segments: U.S. Stores, International Franchise, and Supply Chain. The U.S. Stores segment consists primarily of franchise operations. The International Franchise segment comprises a network of franchised stores. The Supply Chain segment manages regional dough manufacturing and food supply chain centers. The company was founded by James Monaghan and Thomas Stephen Monaghan in 1960 and is headquartered in Ann Arbor, MI.

Dominos Pizza Inc

Domino's Pizza is trending following a mixed Q3 earnings report that highlighted strong U.S. sales growth driven by successful value promotions and menu innovation, despite international revenue missing expectations. The community is actively debating the company's long-term competitive positioning against delivery apps and shifting consumer spending habits, with investors monitoring its ability to maintain order momentum in a challenging macroeconomic environment.

BitGo Holdings, Inc. operates as a digital asset infrastructure company delivering custody, wallets, staking, trading, financing, stablecoins, and settlement services from regulated cold storage. It focuses on accelerating the transition of the financial system to a digital asset economy. The company was founded by Michael Belshe and Ben Davenport in 2013 and is headquartered in Sioux Falls, SD.

BitGo Holdings Inc. - Ordinary Shares - Class A

BitGo (BTGO) is facing significant downward pressure following its recent IPO, with investors expressing intense frustration over rapid share price declines and ongoing concerns about potential stock manipulation. While some community members are actively debating the merits of the company's institutional custody infrastructure and a newly approved share buyback program, others are focused on recent legal challenges regarding a failed merger and the stock's failure to mirror broader crypto market rallies.

Immix Biopharma, Inc. operates as a biopharmaceutical company that engages in the development of therapies for cancer and inflammatory diseases. The company was founded by Ilya Rachman, Sean Senn, and Vladimir Torchilin in 2012 and is headquartered in Los Angeles, CA.

Immix Biopharma Inc

Immix Biopharma is currently experiencing significant market attention following a phase 2 trial update that reported high complete response rates in its AL amyloidosis therapy, prompting a large underwritten equity offering. Investors are actively debating the impact of the capital raise on shareholder value versus its necessity for funding upcoming phase 3 trials and BLA submission preparations, while many community members remain focused on the company's strong clinical data and its potential for long-term strategic positioning or acquisition.

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Compute leasing could add billions to $META revenue. 
 
For context, $SPCX was running part of its compute at a $28B annual rate for just 3 clients: 
- Anthropic: $15B 
- $GOOGL: $11B 
- Reflection AI: $1.8B 
 
Meta already has 1.3M+ compute units in play.

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SpaceX

Alphabet Inc Class A

 was running part of its compute at a $28B annual rate for just 3 clients: 
- Anthropic: $15B 
- 

: $11B 
- Reflection AI: $1.8B 
 
Meta already has 1.3M+ compute units in play.

ElvisAbraham

@Abraham4329 what do you mean by compute units in this context

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 what do you mean by compute units in this context