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Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray ($TLRY) is trending due to its upcoming reverse stock split, triggering heated debates about its impact on shareholders. The community is divided, with many expressing frustration and distrust towards management's handling of the split and dilution, while some speculate about potential benefits like attracting institutional investors or a short squeeze. Discussions also include speculation around cannabis rescheduling and its potential impact on Tilray's prospects.

Polyrizon Ltd. is a development stage biotech company, which engages in the development of nasal hydrogels. It provides barriers from the interaction of biological assaults, including a new strain of coronavirus, influenza, allergens and other airborne pathogens with the nasal epithelial tissue. The company was founded by Tomer Izraeli in January 2005 and is headquartered in Raanana, Israel.

Polyrizon Ltd.

Polyrizon Ltd. Ordinary Shares

PLRZ is trending following the announcement of a successful manufacturing upscaling milestone for its nasal spray platform, with the community discussing potential price movements and whether this will lead to a short squeeze. Bullish investors express optimism for a multi-day run and potential double-digit prices, while bears are pointing to potential dilution and downside risk, with some suggesting lower entry points. The stock's low float is contributing to volatility and heightened speculation.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending due to recent discussion around its financial outlook and production goals, particularly following the CFO's comments at a UBS conference. Community members are reacting to a possible recovery, as indicated by cash flow projections and delivery targets for 737 and 787 jets, with many expressing bullish sentiment. However, some traders remain skeptical, citing past performance and potential risks, while others point to defense contracts as a source of strength.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending as community members discuss the potential for a short squeeze following the CFO's comments about short positions and upcoming catalysts; the community is also highlighting recent volume and the company's long-term potential in deep-sea mining, particularly in the context of critical mineral demand and government support. Bullish sentiment appears to be fueled by confidence in the company's fundamentals and strategic positioning.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending amid speculation of a potential deal with Apple, driving excitement and a notable surge in the stock price. Community discussions revolve around the significance of this potential partnership and what it could mean for Intel's competitive position in the semiconductor industry. Broader market factors, such as government support and AI infrastructure growth, may also be contributing to the positive sentiment.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in November 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB is trending following positive sentiment around Oracle's AI infrastructure announcements, sparking a sector-wide boost.  Community members are discussing price targets and potential shorting opportunities, with some analysts pointing to MongoDB's role in the AI cycle as a key growth driver. Several analysts have updated their rating for MongoDB to Buy with increased price targets.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is trending as community members rally around its culture-focused vision, emphasizing creativity, positivity, and innovation. Supporters tout the project's organic growth and welcoming atmosphere, drawing comparisons to Bitcoin while promoting the long-term potential of cannabis culture. The community is focused on building a unique and relaxed space within the crypto world.

Janux Therapeutics, Inc. operates a preclinical stage biopharmaceutical company which engages in developing therapeutics based on the Tumor Activated T Cell Engager platform technology. The company was founded by David Campbell in June 2017 and is headquartered in San Diego, CA.

Janux Therapeutics Inc

JANX is experiencing increased volatility as investors debate the implications of recent Phase 1 data, with some interpreting the results as positive while others express concern over efficacy compared to existing treatments. Community discussions revolve around whether the stock is oversold, its substantial cash reserves, and potential analyst price target adjustments. The company's technology and future data readouts remain a key point of interest.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

CRDO is surging due to a combination of robust earnings, strong future guidance, and its critical role in AI infrastructure. Investors are excited about CRDO's position as a key enabler for AI and data centers, driving discussions around its potential for significant long-term growth. Community members are also highlighting increased price targets from analysts, while a few express caution regarding valuation and insider selling.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is trending as the crypto community discusses recent market volatility and potential catalysts for future price movements. Community members are weighing in on the end of quantitative tightening by the Federal Reserve and its potential impact, as well as Vanguard allowing its clients to trade Bitcoin ETFs. Discussions range from predictions of new all-time highs to concerns about market manipulation and potential pullbacks, reflecting a mix of bullish and cautious sentiment.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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$SPY Deep Value still works. 🧱                                          
 
Deep Value Report — Part 2 (Updated) on Algoma Steel 
Canada’s only plate mill + C$1B EAF + C$500M from Ottawa… still priced like a broken cyclical.  
 
If Cundill, Sam Zell or Bill Miller were shopping Canada today, they’d start here. 🔍📊 
 
HERE: 
https://cundilldeepvalue.substack.com/p/deep-value-report-updated-part-2 
 
 $AMZN $META $GOOGL $NUE

Algoma Steel Group (ASTL) - "Tariffs, Green Steel and a C$500m Lifeline"

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DEEP VALUE REPORT - UPDATED, PART 2 - $ASTL

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 Deep Value still works. 🧱                                          
 
Deep Value Report — Part 2 (Updated) on Algoma Steel 
Canada’s only plate mill + C$1B EAF + C$500M from Ottawa… still priced like a broken cyclical.  
 
If Cundill, Sam Zell or Bill Miller were shopping Canada today, they’d start here. 🔍📊 
 
HERE: 
