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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 seeing intense market interest and speculative trading following the unveiling of 'Thunder,' a jointly-developed autonomous VTOL aircraft platform with Anduril Industries aimed at both defense and commercial markets. While the community is actively debating the significance of this defense pivot and upcoming commercial customer announcements, sentiment remains split between bullish investors focused on long-term partnerships and skeptics concerned about the company's cash burn and technical progress.

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 facing intense selling pressure as part of a broader sectoral reset, with investors actively debating whether the current pullback to key Fibonacci support levels represents a capitulation bottom or a deeper structural downtrend. The community remains sharply divided between long-term bulls highlighting robust space infrastructure fundamentals and government contract growth, and bears pointing to valuation concerns, recent insider selling, and high-beta volatility as evidence that the bubble has popped.

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 shareholders are preparing to vote on the $110 billion merger with Paramount Skydance, a deal that has polarized the industry and drawn significant opposition from creators and lawmakers concerned about media consolidation. While the board has unanimously recommended approval to unlock shareholder value, the proposed transaction continues to face intense regulatory scrutiny and community debate over potential job losses and the influence of foreign sovereign wealth funds.

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 seeing strong momentum following the announcement of multi-year AI cloud contracts valued at over $2 billion, which significantly bolster its revenue outlook and customer diversification. Investors are actively debating the company's ability to execute on its massive AI infrastructure scale-up versus the dilutive impact of ongoing capital raises.

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 facing a significant sell-off as investors react to a year-over-year decline in total revenue, despite management's focus on scaling higher-margin AI systems integration and maintaining positive EBITDA guidance. The community remains deeply divided, with bulls pointing to the company's strategic pivot toward high-value infrastructure and its deep ties to Dell as long-term catalysts, while bears highlight intense customer concentration risks and disappointing quarter-over-quarter growth metrics.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending as the market evaluates its strategic position following new U.S. executive orders that limit reliance on foreign-sourced critical minerals and prioritize domestic supply chain security. While the community is actively debating the company's leadership transition and the impact of recent government funding, sentiment remains divided between those betting on the stock as a long-term play on national security and those expressing frustration over short-term price volatility.

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 gaining momentum as investors focus on its data center infrastructure and behind-the-meter power capacity, with the community closely tracking upcoming potential lease news and the company's recent inclusion in the Russell indexes. Bullish sentiment is being driven by demand for AI power solutions, while active discussions center on the stock's technical setup and anticipation for a major revaluation following potential tenant announcements.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is experiencing significant market interest as investors rotate into high-growth consumer brands, fueled by strategic expansions into the haircare market and recent analyst price target upgrades. Community sentiment remains polarized between long-term bulls highlighting strong brand loyalty and fundamentals, and skeptical bears focused on technical price pressure and macroeconomic headwinds.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is trending as investors weigh recent institutional moves and executive leadership changes against the upcoming expiration of the TDAPA reimbursement period for DefenCath. The community is actively debating the potential impact of pending kidney care legislation and speculating on future acquisition or merger possibilities while tracking ongoing adoption rates.

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 Skydance is facing intense scrutiny as a 12-state antitrust lawsuit led by California threatens to delay the multibillion-dollar Warner Bros. Discovery merger. While management faces pressure to navigate these regulatory hurdles and ticking contractual fees, the community remains deeply divided, with some investors betting on a long-term turnaround fueled by content consolidation and others expressing frustration over dilution and the ongoing legal uncertainty.

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$CMPS Kevin Mak&#39;s take on CMPS in light of the ATAI buyout (be sure to read part 2 in the comments): 
&quot; ATAIdeal with Lily is pretty interesting, here&#39;s my opinion on the implications: 
 
First off, clearly bearish for Compass because, &quot;Why didn&#39;t Lily buy CMPS?&quot;. They would have evaluated the two and the transaction may be interpreted as favoring ATAI&#39;s platform, although Lilly&#39;s reasoning has not been publicly disclosed. Some investors may view this as a negative signal. 
 
Directionally negative/bearish doesn&#39;t mean absolutely bearish though. 
 
The likely reasons for Lily to pick ATAI instead: 
 
    They want to bet on the shorter acting drug 
 
    ATAI is probably cheaper to acquire than CMPS 
 
    They like the strategic profile ATAI&#39;s offerings over CMPS. 
(1) Makes sense as people worry about the 6-8 hour treatment regime for CMPS. I personally believe those worries are overblown. Plus, DFTX has a similar treatment regime and the market doesn’t seem too worried about that when trading at a $6B MC.

Druff2484

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COMPASS Pathways

 Kevin Mak's take on CMPS in light of the ATAI buyout (be sure to read part 2 in the comments): 
" ATAIdeal with Lily is pretty interesting, here's my opinion on the implications: 
 
First off, clearly bearish for Compass because, "Why didn't Lily buy CMPS?". They would have evaluated the two and the transaction may be interpreted as favoring ATAI's platform, although Lilly's reasoning has not been publicly disclosed. Some investors may view this as a negative signal. 
 
Directionally negative/bearish doesn't mean absolutely bearish though. 
 
The likely reasons for Lily to pick ATAI instead: 
 
    They want to bet on the shorter acting drug 
 
    ATAI is probably cheaper to acquire than CMPS 
 
    They like the strategic profile ATAI's offerings over CMPS. 
(1) Makes sense as people worry about the 6-8 hour treatment regime for CMPS. I personally believe those worries are overblown. Plus, DFTX has a similar treatment regime and the market doesn’t seem too worried about that when trading at a $6B MC.

Ron S

(2) CMPS probably can&#39;t be acquired for less than $4-$5B. Not at this stage of the game. ATAI is going for $2.8B plus $1B CVR. So yes, it&#39;s cheaper, but this argument is pretty weak because Lily has a &gt;1 Trillion dollar market cap so the price differences to them are largely rounding errors. 
 
(3) ATAI has a different drug mechanism and a few different avenues to commercialize. But ATAI is 2.5+ years behind Compass on approval (and meaningful risk of failure with the additional steps). 
 
--- 
 
On the bullish side, I think this increases the pressure on an acquiror, specifically JNJ to consider acting. They presumably want to defend their current Spravato brand/drug/market share. If Lily is taking ATAI, and if someone else takes Compass, it becomes a very challenging and competitive space in 2030 and beyond. 
(more in next comment)

(2) CMPS probably can't be acquired for less than $4-$5B. Not at this stage of the game. ATAI is going for $2.8B plus $1B CVR. So yes, it's cheaper, but this argument is pretty weak because Lily has a >1 Trillion dollar market cap so the price differences to them are largely rounding errors. 
 
(3) ATAI has a different drug mechanism and a few different avenues to commercialize. But ATAI is 2.5+ years behind Compass on approval (and meaningful risk of failure with the additional steps). 
 
--- 
 
On the bullish side, I think this increases the pressure on an acquiror, specifically JNJ to consider acting. They presumably want to defend their current Spravato brand/drug/market share. If Lily is taking ATAI, and if someone else takes Compass, it becomes a very challenging and competitive space in 2030 and beyond. 
(more in next comment)

A plausible defense here is that a potential acquisition of CMPS by JNJ is one of several possible outcomes and has ~3 years to really solidify their leadership in the market before Lily shows up. Plus it lets JNJ further monetize the REMS-clinic infrastructure that they spent so long building out for Spravato, instead of letting CMPS (or some CMPS acquiror) take advantage of it. 
 
Overall this development doesn&#39;t meaningfully change my thesis in either direction.

Adam Allegro

A plausible defense here is that a potential acquisition of CMPS by JNJ is one of several possible outcomes and has ~3 years to really solidify their leadership in the market before Lily shows up. Plus it lets JNJ further monetize the REMS-clinic infrastructure that they spent so long building out for Spravato, instead of letting CMPS (or some CMPS acquiror) take advantage of it. 
 
Overall this development doesn't meaningfully change my thesis in either direction.

@BankOnTheFuture for all we know, Lilly approached compass before Atai

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 for all we know, Lilly approached compass before Atai

@BankOnTheFuture 
 Another factor may be Lilly wanted the bigger mdd market.  I always wondered why suddenly Atai changed the indication to mdd for ph3 while ph2 was conducted in trd. That might have been a Lilly request.

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 Another factor may be Lilly wanted the bigger mdd market.  I always wondered why suddenly Atai changed the indication to mdd for ph3 while ph2 was conducted in trd. That might have been a Lilly request.