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AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is facing heavy sell-side pressure following the announcement of a $1 billion convertible senior note offering, with community debate sharply divided between those viewing the dilution as a strategic move to accelerate infrastructure deployment and critics expressing frustration over management's previous statements regarding funding. Many investors are currently monitoring key support levels as the market balances short-term volatility against the company's long-term goal of scaling its satellite constellation.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors digest news of potential AI chip acquisitions and partnerships aimed at strengthening its internal infrastructure. The stock is seeing heavy community debate, with bulls highlighting the long-term potential of the Apple ecosystem and recent Chinese regulatory approvals for AI deployment, while some bears express caution over its current valuation and slowing hardware upgrade cycles.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSM is currently trending as investors brace for pivotal Q2 earnings, with the market intensely focused on whether the foundry giant's guidance can justify high valuations and confirm sustained AI infrastructure demand. The community is actively debating the stock's role as the primary engine of the AI boom, with traders utilizing short-dated options to hedge against potential post-earnings volatility while long-term investors weigh the impact of rising capex and semiconductor supply chain constraints.

Atai Beckley, Inc. is a clinical-stage biopharmaceutical company focused on developing effective, rapid-acting, and convenient mental health treatments. The company is headquartered in New York, NY.

AtaiBeckley Inc.

AtaiBeckley shares are surging following a Bloomberg report that Eli Lilly is in advanced talks to acquire the psychedelic drug developer, with community sentiment focused on the potential for a high-premium buyout and a possible sector-wide bidding war. Investors are actively debating the fair valuation of the company's BPL-003 asset and whether to capitalize on recent gains or hold for further upside in the rapidly evolving psychedelic medicine landscape.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is currently a focal point of intense market volatility following its recent U.S. listing, which has triggered aggressive speculation and significant volume in both the ADR and newly launched leveraged ETFs. Community sentiment is deeply divided as traders debate whether the stock represents a structural AI memory play with room for further appreciation or an overextended momentum trade facing valuation normalization and pressure from the underlying Korean market.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

COMPASS Pathways is trending as the market anticipates key Phase 3 durability data for its COMP360 psilocybin therapy, a critical milestone for its rolling NDA submission and potential commercialization. Investors are actively discussing the sector's regulatory momentum following new FDA guidance for psychedelic research, while debating the significance of recent consolidation in the stock price as a potential setup for further gains.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is seeing increased investor attention as the company approaches its upcoming earnings report, with community members closely tracking institutional accumulation and technical indicators suggesting potential breakout momentum. The stock is currently viewed by many as a defensive safe haven amidst broader market volatility, with focus shifting toward whether strong operational performance and AI-driven efficiencies can drive a sustained move higher.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors react to renewed public endorsements and high-profile government engagement, while the community remains divided over whether the stock's recent performance is a durable breakout or a headline-driven pump. Many market participants are actively debating the company's long-term position in the AI infrastructure and enterprise server market versus broader valuation concerns and institutional insider activity.

KraneShares Trust - KraneShares CSI China Internet ETF

KraneShares CSI China Internet ETF

KraneShares CSI China Internet ETF (KWEB) is attracting significant institutional interest as traders bet on a potential rotation into undervalued Chinese tech amid a shift in global capital flows. The community is actively debating whether recent positive headline developments and heavy bullish options positioning signal a sustainable turnaround or just another short-term rally in a historically volatile sector.

Aeluma, Inc. engages in developing semiconductors for sensing, communication, and computing applications. The firm is also involved in manufacturing devices using compound semiconductor materials on large-diameter substrates that are commonly used to manufacture mass market microelectronics. The company was founded by Jonathan Klamkin and Lee McCarthy on February 28, 2019 and is headquartered in Goleta, CA.

Aeluma Inc

Aeluma is trending as investors weigh significant technological validation from NASA and government contracts against ongoing concerns over limited commercial revenue and management's quiet communication style. The community is actively debating the company's potential to disrupt AI infrastructure and quantum computing, with many traders closely monitoring high short interest and institutional accumulation as catalysts for a potential re-rating.

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$PPL.TSX $PBA $WFG $CNQ.TSX Javed Mirza, Quantitative/Technical Strategist, Raymond James 
Focus: Quantitative/Technical Strategy – Global Macro 
Top picks: Canadian Natural Resources Ltd., West Fraser Timber Co. Ltd., Pembina Pipeline Corp. I would add IFP.TSX and also consider as a spec AEP.tsxv

Rocco

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Pembina Pipeline Corporation

West Fraser Timber Co., Ltd.

Canadian Natural Resources Ltd.

 Javed Mirza, Quantitative/Technical Strategist, Raymond James 
Focus: Quantitative/Technical Strategy – Global Macro 
Top picks: Canadian Natural Resources Ltd., West Fraser Timber Co. Ltd., Pembina Pipeline Corp. I would add IFP.TSX and also consider as a spec AEP.tsxv

Dave

@CayugaD Thanks for this - will check the spec plays for fun.  CVE and EOG top performers!  Cheers

 Thanks for this - will check the spec plays for fun.  CVE and EOG top performers!  Cheers

@flagpolesitta EOG Atlantic Oil and Gas on TSXV took a big jump in last month but will check but maybe a little late with latest gains. I am heavy in WCP and CJ  and ARX and FRU (small position in SU when it dipped) so not in CVE as far as oil and gas. Thanks

 EOG Atlantic Oil and Gas on TSXV took a big jump in last month but will check but maybe a little late with latest gains. I am heavy in WCP and CJ  and ARX and FRU (small position in SU when it dipped) so not in CVE as far as oil and gas. Thanks