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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is facing a sharp sell-off despite reporting record revenue and a double-digit income increase, as investors express frustration over management's steady guidance and perceived lack of share price momentum. The community remains deeply divided, with some investors viewing the price drop as a generational buying opportunity while others argue that the company is struggling with an identity crisis as a hybrid bank and tech platform.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood shares are under significant pressure as the company reports a revenue and earnings miss, heavily impacted by a sharp decline in crypto trading activity. Community sentiment is deeply divided, with some investors viewing the pullback as a buying opportunity in a diversifying fintech platform, while others are aggressively shorting the stock due to concerns over weakening retail momentum and perceived lack of institutional support.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is trending as investors aggressively bet on the company to solve critical power constraints for AI data centers, fueled by blowout earnings and expanded hyperscaler partnerships. The community remains highly focused on the firm's role as a primary energy provider for massive infrastructure projects, with active debates centering on whether the stock's valuation is fully justified by this parabolic growth or if it risks a significant retracement.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is seeing heightened market attention driven by its role in securing domestic mineral supply chains and active community speculation regarding potential government contracts and production updates. Investors are closely monitoring volume patterns while debating the stock's positioning against industry peers amidst broader concerns about market manipulation and short-selling activity.

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 digest the completion of its $175 million merger with defense prime contractor Mistral and a bolstered $457 million backlog, even as the stock faces volatile price action and ongoing community debate over institutional accumulation versus shareholder dilution. The broader conversation is dominated by contrasting sentiment, with some traders highlighting the company's strategic positioning in the high-growth autonomous defense sector while others remain skeptical due to its recent lack of major new contract announcements.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is trending as investors weigh significant multi-billion dollar AI infrastructure contracts against persistent concerns regarding transparency and capital structure. The community is actively debating the potential for a short squeeze driven by elevated short interest and low float, while closely monitoring for revenue guidance updates and the execution of major partnerships in India.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP 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 currently navigating a period of heightened volatility as the market balances optimism over recent FCC commercial authorization against selling pressure from a major shareholder's asset liquidation. Community discussion remains polarized, with many investors viewing the current price dip as an accumulation opportunity while others express frustration over delayed satellite launch timelines and management communication.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate Technology is experiencing significant momentum driven by robust demand for high-capacity data center storage and AI-related infrastructure expansion. Market participants are actively debating whether the stock's recent sharp appreciation represents a sustainable multi-quarter growth cycle or if the rapid price movement creates short-term exhaustion risk.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart Holdings Inc. is trending as investors debate the impact of a newly secured $1.25 billion forward-flow agreement with Fortress Investment Group, which some see as a vital indicator of long-term model stability. Despite this, the stock remains under intense pressure from high short interest and broader fintech sector weakness, leaving the community divided between those hoping for a short squeeze and those frustrated by a persistent multi-year downtrend.

Edesa Biotech, Inc. is a biopharmaceutical company, which focuses on acquisition, development, and commercialization of drug candidates for medical dermatology and respiratory diseases. Its clinical studies include EB05 for Acute Respiratory Distress Syndrome (ARDS), EB07 for systemic sclerosis (SSc), EB01 for chronic Allergic Contact Dermatitis (ACD), and EB06 for vitiligo. The company was founded by Pardeep Nijhawan on June 12, 2007 and is headquartered in Markham, Canada.

Edesa Biotech Inc

Edesa Biotech is experiencing a surge in volatility and investor interest, driven by recent regulatory filings from major institutional holders like Point72 and Perceptive Advisors that have effectively locked up a significant portion of the float. The community remains hyper-focused on the company's clinical pipeline, with ongoing speculation regarding potential buyout scenarios, partnerships, and pending data presentations as key catalysts.

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$ANRGF 

ReadThru – Anaergia continues to develop this relationship gaining a larger share of the development buidout.  QGM has stated plans to build a portfolio of 20+ similar projects – potential upside is large.
 
C$85mln/3 plants = $28MLN CAD/facility
 
20 * $28MLN/facility = $560MLN CAD potential
 
QGM - Quercus Real Assets is a UK-based impact investment manager specializing in energy transition, renewable energy, real estate, and infrastructure investments. Founded in 2010, the firm focuses on utility-scale renewable energy projects across Europe, aiming to deliver sustainable income and capital returns while operating on a carbon-positive basis.  The company is led by co-founder and chairman Diego Biasi, with a team of experts handling investments in the UK, EU, and globally.  Quercus and Elionia secure €76m financing for biomethane plants in northern Italy news item image Quercus Real Assets, a European renewable energy specialist, and Elionia, the renewable investment arm of a European family office with roots in the shipping sector, have completed financing for three greenfield biomethane plants in northern Italy. The funding, worth €76 million, was arranged through their joint venture QGM with the backing of a banking consortium comprising BNL BNP Paribas, Banco BPM and Mediocredito Centrale. SACE, the state-controlled insurance and financial group, will guarantee half of the facility. The three plants form the first stage of a planned portfolio of over 20 similar projects in the region. Construction is due to be completed within ten months, with the facilities set to operate using agricultural by-products and animal manure. Quercus co-founder and chief executive Diego Biasi and Elionia co-founder and chief executive Danilo Fumarola said the initiative builds on experience from 2013, when Quercus developed an anaerobic digestion facility in East London in partnership with the UK’s Green Investment Bank. They expressed confidence that the biomethane sector will grow alongside traditional renewable electricity generation, combining “electrons and biofuel molecules” in the future energy mix.

 
Additional upcoming catalysts – CPUC vote on SW Gas contract on March 19th.  This has been on the agenda from January but I believe will finally get approved now that the new president of the CPUC ( John Reynolds – appointed by Gavin Newsome in February 2026) has had a chance to settle in.  This is a major development in California and will be the backbone of new investments – Anaergia is expected to be a major beneficiary.
 
Draft Resolution becomes effective on the March19th, with following 30 days for SW Gas to meet the conditions of revised contract , See resolution below (redacted areas are by CPUC to preserve contract confidentiality): 

&quot;Southwest Gas Corporation’s proposed contract with Anew Climate is approved subject to the following modifications detailed in discussion section of this decision:
a. A contract price cap of ••/MMBtu is established.
b. A maximum procurement volume of ••% of the maximum is established for the first year of the contract. A maximum procurement volume of ••% of the maximum is established for the second year of the contract.
c.
No biomethane can be procured as part of the Renewable Gas Standard beyond the approved maximum contract volume.
d. A reasonable minimum delivery volume of ••% f the maximum delivery volume averaged over •••••• must be established.
e.
Biomethane below a certain carbon intensity threshold shall be priced successively lower.
2.
Advice Letter 1338-G (Southwest Gas Corporation) is approved with the conditions set forth herein.
3.
Southwest Gas Corporation shall file a Tier 2 Advice Letter with the modified Anew Climate contract within 30 days of the effective date of this resolution.
 
Acceleration of European buildout – Anaergia has the potential to be the dominant developer in Spain.
 
Iran crisis opens door to urgent biomethane development: &quot;It&#39;s a matter of national security&quot;
 
Iran crisis opens door to urgent biomethane development: &quot;It&#39;s a matter of national security&quot;
 
Spain has the potential to cover half of its gas demand with indigenous sources in the short and medium term by developing a biomethane network that runs parallel to that of neighbouring countries such as France.  &quot;It is no longer a question of climate change, it is a question of economic and energy security and the defence of our model of life and values,&quot; warned Gonzalo Escribano, director of the Energy and Climate programme at the Elcano Royal Institute, during a conference organised today in Madrid by Enerclub focused on the role of gas infrastructures in safety and competitiveness.
 
&quot;There are 1,700 plants in the EU, 25 in Spain. In Denmark they have more than 30% of the gas supply covered by biomethane and biogas and are committed to reaching 100% by 2035. In 2023, we identified that Spain was among the five countries with the highest growth potential, with a capacity to reach 4 bmc of biomethane and cover 13% of the country&#39;s gas demand,&quot; explained Paula Ceballos, analyst at the European Commission in Spain.

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Anaergia Inc

 

ReadThru – Anaergia continues to develop this relationship gaining a larger share of the development buidout.  QGM has stated plans to build a portfolio of 20+ similar projects – potential upside is large.
 
C$85mln/3 plants = $28MLN CAD/facility
 
20 * $28MLN/facility = $560MLN CAD potential
 
QGM - Quercus Real Assets is a UK-based impact investment manager specializing in energy transition, renewable energy, real estate, and infrastructure investments. Founded in 2010, the firm focuses on utility-scale renewable energy projects across Europe, aiming to deliver sustainable income and capital returns while operating on a carbon-positive basis.  The company is led by co-founder and chairman Diego Biasi, with a team of experts handling investments in the UK, EU, and globally.  Quercus and Elionia secure €76m financing for biomethane plants in northern Italy news item image Quercus Real Assets, a European renewable energy specialist, and Elionia, the renewable investment arm of a European family office with roots in the shipping sector, have completed financing for three greenfield biomethane plants in northern Italy. The funding, worth €76 million, was arranged through their joint venture QGM with the backing of a banking consortium comprising BNL BNP Paribas, Banco BPM and Mediocredito Centrale. SACE, the state-controlled insurance and financial group, will guarantee half of the facility. The three plants form the first stage of a planned portfolio of over 20 similar projects in the region. Construction is due to be completed within ten months, with the facilities set to operate using agricultural by-products and animal manure. Quercus co-founder and chief executive Diego Biasi and Elionia co-founder and chief executive Danilo Fumarola said the initiative builds on experience from 2013, when Quercus developed an anaerobic digestion facility in East London in partnership with the UK’s Green Investment Bank. They expressed confidence that the biomethane sector will grow alongside traditional renewable electricity generation, combining “electrons and biofuel molecules” in the future energy mix.

 
Additional upcoming catalysts – CPUC vote on SW Gas contract on March 19th.  This has been on the agenda from January but I believe will finally get approved now that the new president of the CPUC ( John Reynolds – appointed by Gavin Newsome in February 2026) has had a chance to settle in.  This is a major development in California and will be the backbone of new investments – Anaergia is expected to be a major beneficiary.
 
Draft Resolution becomes effective on the March19th, with following 30 days for SW Gas to meet the conditions of revised contract , See resolution below (redacted areas are by CPUC to preserve contract confidentiality): 

"Southwest Gas Corporation’s proposed contract with Anew Climate is approved subject to the following modifications detailed in discussion section of this decision:
a. A contract price cap of ••/MMBtu is established.
b. A maximum procurement volume of ••% of the maximum is established for the first year of the contract. A maximum procurement volume of ••% of the maximum is established for the second year of the contract.
c.
No biomethane can be procured as part of the Renewable Gas Standard beyond the approved maximum contract volume.
d. A reasonable minimum delivery volume of ••% f the maximum delivery volume averaged over •••••• must be established.
e.
Biomethane below a certain carbon intensity threshold shall be priced successively lower.
2.
Advice Letter 1338-G (Southwest Gas Corporation) is approved with the conditions set forth herein.
3.
Southwest Gas Corporation shall file a Tier 2 Advice Letter with the modified Anew Climate contract within 30 days of the effective date of this resolution.
 
Acceleration of European buildout – Anaergia has the potential to be the dominant developer in Spain.
 
Iran crisis opens door to urgent biomethane development: "It's a matter of national security"
 
Iran crisis opens door to urgent biomethane development: "It's a matter of national security"
 
Spain has the potential to cover half of its gas demand with indigenous sources in the short and medium term by developing a biomethane network that runs parallel to that of neighbouring countries such as France.  "It is no longer a question of climate change, it is a question of economic and energy security and the defence of our model of life and values," warned Gonzalo Escribano, director of the Energy and Climate programme at the Elcano Royal Institute, during a conference organised today in Madrid by Enerclub focused on the role of gas infrastructures in safety and competitiveness.
 
"There are 1,700 plants in the EU, 25 in Spain. In Denmark they have more than 30% of the gas supply covered by biomethane and biogas and are committed to reaching 100% by 2035. In 2023, we identified that Spain was among the five countries with the highest growth potential, with a capacity to reach 4 bmc of biomethane and cover 13% of the country's gas demand," explained Paula Ceballos, analyst at the European Commission in Spain.