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Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending after a short-seller released a report alleging substantial financial overstatements and undisclosed related-party transactions, raising serious questions about the company's accounting practices. This has sparked intense community debate over its fundamental health, market manipulation, and the credibility of analyst ratings, with many drawing parallels to past major fraud accusations.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending amid significant investor frustration, with recent analyst downgrades fueling accusations of market manipulation to suppress its price. Despite solid fundamentals, including strong cash flow and aggressive share buybacks, the stock continues to hit multi-year lows, leading many to believe it's unjustifiably undervalued. The community keenly awaits upcoming earnings for a potential catalyst, while the stock significantly lags a broader market hitting all-time highs.

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 such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is heavily trending as investors anticipate its upcoming earnings report, with community sentiment sharply divided and many expressing extreme frustration over the stock's recent price action. Despite a history of strong financial performance and expectations for another beat, shareholders are vocal about perceived market manipulation and the impact of a recent stock offering, while long-term holders view current levels as a significant buying opportunity ahead of potential S&P 500 inclusion and future growth.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is soaring to new all-time highs, driven by growing concerns over dollar debasement, inflation fears, and escalating geopolitical tensions, which many in the community view as a critical hedge against systemic financial risks. This rapid ascent has ignited a fierce debate, with bulls anticipating further parabolic gains from central bank accumulation, while bears warn of an unsustainable 'mania' ripe for a significant correction.

Namib Minerals is a gold producer, developer and explorer with operations focused in Zimbabwe. The company was founded on June 5, 2025 and is headquartered in George Town, Cayman Islands.

Namib Minerals.

Namib Minerals

Namib Minerals (NAMM) is trending amidst soaring gold prices reaching all-time highs, igniting strong community interest. Discussions frequently revolve around a potential short squeeze, with many anticipating substantial price appreciation and actively watching for key resistance levels to break, driven by the stock's low float and high cost-to-borrow for shorts.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending as the market grapples with the Federal Reserve's decision to hold interest rates, with many community members labeling the outcome and Jerome Powell's press conference a "nothing burger" due to limited immediate price movement. This has led to frustration among options traders, as participants now keenly await upcoming big tech earnings for the next significant market catalyst amidst mixed signals on economic strength and inflation.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, 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 (USAR) is generating buzz following news of a substantial federal financing package and private placement, both aimed at strengthening the domestic rare earth supply chain. While this government backing is viewed as strategically critical for U.S. independence in minerals, community discussion reveals mixed sentiment, with concerns over significant share dilution battling long-term optimism for the company's future growth. Many are debating whether current volatility is a result of market manipulation or a temporary digestion phase before a larger upward trend.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is generating significant buzz ahead of its anticipated earnings report, with investors sharply divided on whether the company's aggressive AI infrastructure spending will drive strong returns or disappoint. The community is actively debating the impact of these substantial investments and the potential for a volatile market reaction. This report is keenly watched as a key indicator for the broader tech sector, especially concerning AI development and capital expenditures.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is capturing significant market attention due to widespread anticipation of a major NASA Lunar Terrain Vehicle (LTV) contract award, sparking vibrant community discussions about its potential announcement. The company's confirmed role in tracking the upcoming Artemis II mission further builds credibility, with many participants speculating on breakout potential and short squeeze opportunities within the expanding space sector.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune is trending after announcing a $75 million registered direct offering to a single institutional investor, intended to fund preparations for its upcoming Phase 3 MASH trial, which triggered significant pre-market volatility. The community is sharply divided, with some viewing the financing as a strategic de-risking move that bolsters confidence in the company's best-in-class pemvidutide, while others express frustration over dilution and a perceived lack of immediate partnership. Despite initial share price reactions, optimists highlight the institutional backing and a recent analyst $20 price target as validation for Altimmune's potential in the high-value MASH market.

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$PLRZ DEEP VALUE REPORT — OCTAVE SPECIALTY GROUP  ( OSG) (ex- AMBC)Updated 
 
Ambac didn’t die. It quietly amputated its past, sold the legacy book to Oaktree, rebranded as Octave Specialty Group… and still trades at &lt;0.5× book. 
                                                                    
The full Deep Value Report on $OSG (ex- $AMBC): cash, NOLs, A- carrier, health platform — all on sale. 📉➡️📈 
 
HERE:  
https://cundilldeepvalue.substack.com/p/deep-value-report-octave-specialty

OSG is what happens when a crisis relic quietly amputates its past and nobody updates their mental model. (Ex-Ambac Financial Group, NYSE: OSG / AMBC)

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DEEP VALUE REPORT - OCTAVE SPECIALTY GROUP (OSG) (ex-AMBC) Updated - Post-Oaktree, Post-Armada, Still Mispriced OSG

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Polyrizon Ltd. Ordinary Shares

Overseas Shipholding Group, Inc. - Ordinary Shares - Class A

AMBAC Financial Group Inc.

 DEEP VALUE REPORT — OCTAVE SPECIALTY GROUP  ( OSG) (ex- AMBC)Updated 
 
Ambac didn’t die. It quietly amputated its past, sold the legacy book to Oaktree, rebranded as Octave Specialty Group… and still trades at <0.5× book. 
                                                                    
The full Deep Value Report on 

): cash, NOLs, A- carrier, health platform — all on sale. 📉➡️📈 
 
HERE:  
