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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 drawing intense retail and institutional interest as investors debate the potential of its dual-use autonomous platform, Thunder, developed in partnership with Anduril Industries. While supporters point to upcoming flight milestones and defense sector opportunities as catalysts for a valuation reset, skeptics remain focused on the company's high cash burn, execution risks, and the technical hurdles required to reach mass commercial viability.

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 Limited is rallying significantly on the back of $2.8 billion in new multi-year AI cloud contracts and an upgraded 2026 revenue target, driving a strong recovery in sentiment. The community is actively debating whether this performance marks a sustainable fundamental turnaround or a temporary relief rally amidst lingering dilution concerns.

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-Warner Bros. Discovery merger faces heightened scrutiny and volatility following the announcement of antitrust lawsuits from multiple U.S. states. Investors are closely monitoring upcoming court hearings and regulatory deadlines in the UK and EU as market sentiment remains cautious regarding potential closing delays.

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 Inc. is trending as investors bet on its position in the AI infrastructure and data center sector, fueled by anticipation surrounding upcoming Russell 3000 inclusion and potential tenant announcements for its Texas facilities. The community is actively debating the company's long-term potential as a behind-the-meter power provider, with many users focused on technical breakouts and comparing the stock to other high-growth data center plays.

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 and Paramount Skydance are facing significant scrutiny as a group of U.S. states prepares an antitrust lawsuit to block their 110 billion dollar merger, fueling uncertainty regarding the deal's ultimate path to closure. Investors remain focused on upcoming shareholder votes and court developments, while market sentiment fluctuates amid fears of extended legal delays and the potential impact on media industry consolidation.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital Inc. is trending as investors aggressively buy the dip following a recent market-wide rotation out of AI infrastructure and data center stocks. The community remains focused on the company's long-term execution and expansion plans, with many viewing the recent pullback as a temporary disconnect from the sector's underlying fundamentals.

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 investor focus fueled by record-breaking trading volume and a recent $6.9 million contract win with the Australian Department of Defence. While community sentiment remains divided between those betting on an institutional accumulation phase and skeptics wary of recent dilution, traders are closely monitoring key support levels to see if current volume signals a potential reversal or continued downside pressure.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is experiencing significant volatility and massive trading volume as the community debates the stock's potential for a short squeeze against its pivot toward agentic AI orchestration. Investors remain polarized, with bulls pointing to the company's GAAP profitability and institutional accumulation as defensive strengths, while others express skepticism over competitive pressures and persistent price stagnation.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Georgetown, TX.

TSS Inc

TSS Inc. is currently under heavy selling pressure as investors react to a significant year-over-year revenue decline, despite the company emphasizing strong growth in its higher-margin systems integration business and reaffirmed EBITDA guidance. The community remains deeply divided, with bulls pointing to the company's strategic shift toward AI infrastructure partnerships and capacity expansion, while bears highlight persistent concerns over customer concentration, lumpy procurement cycles, and recent insider selling.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is experiencing a sharp sell-off as investors grapple with the aftermath of its recent TopBuild acquisition, which has introduced significant share dilution and selling pressure from former TopBuild shareholders. While long-term bulls remain focused on the potential for institutional accumulation and the company's long-term growth prospects, the community is actively debating whether the current price represents a tactical buying opportunity or a deeper issue with the company's valuation and leadership transparency.

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$ORBS $DXYZ The following compares ORBS and DXYZ and especially a stress test “severe assets zero” case where 

* all SPVs of DXYZ (including Anthropic, SpaceX, OpenAI) would be valued at zero (but no discount to normal investments and cash)

* all private equity investments (including OpenAI, Beast Industries) + $ETH.X would be valued at zero for ORBS (but no discount to $WLD.X holdings and cash)

We can see ORBS is already trading near this severe stress test case, DXYZ is significantly above. 

Both tickers are dramatically undervalued but ORBS is unprecedented in its discount. 

Note if you set even ORBS’ holdings of WLD to zero we get a NAV of $0.30, still less than the 70% downside in the DXYZ downside case

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Eightco Holdings Inc

DESTINY TECH 100 INC

Ethereum is seeing renewed momentum as market participants digest a flurry of positive catalysts, including institutional tokenization trials involving major financial firms and continued growth in staked supply. While some in the community remain cautious due to macro uncertainty and legislative hurdles, traders are closely monitoring a potential breakout toward the $2,000 level.

Worldcoin

 The following compares ORBS and DXYZ and especially a stress test “severe assets zero” case where 

* all SPVs of DXYZ (including Anthropic, SpaceX, OpenAI) would be valued at zero (but no discount to normal investments and cash)

* all private equity investments (including OpenAI, Beast Industries) + 

 would be valued at zero for ORBS (but no discount to 

 holdings and cash)

We can see ORBS is already trading near this severe stress test case, DXYZ is significantly above. 

Both tickers are dramatically undervalued but ORBS is unprecedented in its discount. 

Note if you set even ORBS’ holdings of WLD to zero we get a NAV of $0.30, still less than the 70% downside in the DXYZ downside case