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Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently the focus of intense investor debate as the market weighs strong record revenue and a multi-billion dollar backlog against concerns regarding earnings misses, margin pressure, and the timeline for the Neutron rocket debut. While some in the community view the post-earnings volatility as a strategic buying opportunity for a long-term space sector play, others remain skeptical about the current valuation and the potential for further dilution.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

Ripple's XRP is facing intense market skepticism as community discussions shift from bullish long-term adoption narratives to concerns over price stagnation, regulatory delays, and potential downside risks. Investors are actively debating the asset's utility and the impact of broader market trends, with many calling for further accumulation while others voice frustration over the lack of anticipated recovery.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox shares are trending as investors rally behind a massive surge in backlog and revenue growth driven by significant infrastructure deals to power AI data centers. The community is actively discussing the stock's long-term potential following a strategic capital-allocation update and robust institutional interest, with many focusing on the company's pivotal role in solving the growing power constraints facing major hyperscalers.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corp is trending as investors digest record revenue growth and a strong backlog update, driving optimism about the company's path to profitability. The community is actively discussing the stock's potential for a short squeeze as the price action draws heavy interest from traders comparing its valuation to other high-profile aerospace and defense names.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending as investors weigh strong subscriber growth and international expansion against margin pressure and regulatory headlines. The community remains deeply divided, with bulls pointing to the company's long-term growth potential and share buyback program, while skeptics focus on valuation concerns and recent earnings-related volatility.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is trending as community discussions heat up over technical breakout patterns and potential macroeconomic shifts, including cooling labor market data and geopolitical tensions. Traders are actively debating whether these factors signal a sustainable long-term rally or a tactical rebound, with significant options activity reflecting heightened interest in gold as a strategic hedge.

Chainlink is the industry-standard decentralized oracle network that solves the "oracle problem" by connecting smart contracts with real-world data. Blockchains cannot access external information on their own, so Chainlink acts as a secure bridge, enabling smart contracts to react to real-world events using verified, tamper-proof data. It is widely considered one of the first decentralized oracle networks and is the market leader in bringing off-chain data on-chain.  The platform operates through a decentralized network of nodes that fetch, validate, and deliver data to smart contracts. When a contract requests information like a stock price, a committee of independent nodes retrieves and aggregates the data to reach consensus, then delivers a single trustworthy answer. Chainlink offers a suite of services including Data Feeds for asset prices, CCIP for cross-chain token transfers and messaging, Automation for triggering smart contract functions, and Proof of Reserve for verifying asset collateralization.  Chainlink has established itself as critical infrastructure for both DeFi and institutional adoption, with partnerships including Swift, Euroclear, Mastercard, UBS, ANZ, Fidelity International, and J.P. Morgan. Its institutional products include the Chainlink Runtime Environment for tokenized asset workflows, Confidential Compute for privacy-preserving computation, and the Automated Compliance Engine for embedding regulatory rules into smart contracts.  The LINK token is the native asset used to pay node operators for services, fund subscription accounts, and incentivize network security through staking. Node operators stake LINK as collateral, which can be slashed if they provide inaccurate data. Chainlink was co-founded in 2017 by Sergey Nazarov and Steve Ellis, who co-authored the white paper with Ari Juels, and raised $32 million in its September 2017 ICO.

ChainLink

Chainlink is seeing heightened community discussion as investors debate its role as critical infrastructure for the tokenized asset sector, with many focusing on the potential impact of the Clarity Act on institutional adoption. While some participants express frustration over price performance and tokenomics, others remain long-term bullish, viewing current levels as an accumulation phase ahead of anticipated cross-chain interoperability milestones.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi is trending following the announcement of a massive binding lease agreement with TensorWave for its Project Matador facility, which is expected to generate significant long-term contracted revenue. Community members are actively speculating that a 'global leader in AI' is backstopping the deal, sparking heated debate over the companys ability to secure additional hyperscale tenants and validate its large-scale power infrastructure.

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 experiencing significant momentum as investors react to the company's major deal with Boeing, which involves acquiring Wisk Aero, SkyGrid, and Insitu, effectively positioning Archer as a broader player in aerospace and defense. The community is heavily focused on this strategic pivot, debating the long-term potential of these new revenue streams against concerns over cash burn and share dilution ahead of the company's upcoming earnings report.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp is experiencing a sharp pullback as part of a broader cooling in AI-focused photonics and optical hardware stocks ahead of key quarterly earnings. Investors are actively debating whether this volatility represents a healthy shakeout and a prime buying opportunity for the AI infrastructure buildout, or a deeper repricing of sector valuations.

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$PFF dividend went down a little this month.  Its a really small decrease but we are moving in the wrong direction.

CHARLES ARNESTAD CA(SA), CFA

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iShares Preferred & Income Securities ETF

 dividend went down a little this month.  Its a really small decrease but we are moving in the wrong direction.