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Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is experiencing a surge due to recent news signaling a significant initiative to lower mortgage rates, which the community widely anticipates will ignite a housing market comeback. Investors are actively discussing a potential short squeeze and rapid price appreciation, believing that increased transaction activity from more accessible mortgage rates will directly benefit Opendoor's business model.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending following a significant agreement with a major tech company to advance nuclear energy development for AI data centers. This partnership is energizing discussions, with many highlighting the critical role of advanced nuclear technology in meeting rising power demands, while others express skepticism over the company's current valuation and long development timeline.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies is experiencing strong bullish momentum, primarily driven by housing policy announcements signaling lower mortgage rates and an anticipated refinance boom. The community is actively discussing RKT's strategic positioning, including its recent acquisitions, and speculating on technical breakouts and short squeeze potential, as the company is seen as a prime beneficiary of a normalizing housing market.

ProShares Trust - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

ProShares Ultra Bloomberg Natural Gas (BOIL) is experiencing extreme volatility, fueled by recent natural gas storage reports and highly conflicting short-term weather forecasts. The community is sharply divided, with many expressing frustration over significant price declines and the ETF's 'widowmaker' reputation, while others view current levels as a key buying opportunity ahead of potential cold snaps.

ASP Isotopes, Inc. is a pre-commercial stage advanced materials company, which engages in the development of technology and processes that will allow for the enrichment of natural isotopes into higher concentration products. Its products include medical, green energy, and Industrial isotopes. The company was founded by Paul E. Mann and Robert Ainscow on September 13, 2021 and is headquartered in Washington, DC.

ASP Isotopes Inc

ASP Isotopes is trending sharply following Meta's strategic push into nuclear energy, with investors specifically noting ASPI's partnership with TerraPower as a key catalyst. The community is also reacting to the completed Renergen acquisition and a new "Overweight" rating from Cantor Fitzgerald, fueling discussion around ASPI's diverse role in HALEU, advanced semiconductors, and medical isotopes. These developments position ASPI at the intersection of critical materials and a resurgent nuclear energy sector.

Ondas Holdings, 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 Holdings Inc

Ondas Holdings is trending after its subsidiary, Airobotics, was confirmed as the prime contractor for Israel's significant "Drone Hives" border security project, a development many see as crucial validation for its autonomous drone technology. This news, coupled with a substantial stock and warrant offering to an institutional investor at a premium, fuels community discussions about its potential for global defense contracts and future acquisitions in the expanding drone and AI defense sector.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is experiencing renewed investor interest amidst a broader nuclear energy renaissance, fueled by accelerating demand from AI data centers and ongoing government support for small modular reactors. The community is actively debating its potential following a recent Bank of America upgrade and comparisons to peers like OKLO, which secured a significant power deal for Meta Platforms. Investors are balancing NuScale's unique NRC-approved technology against concerns around valuation and share supply from major holders, anticipating future contract announcements.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, Sunset, and Asset Closure. The Retail segment sells electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Sunset segment includes generation plants with announced retirement plans. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra (VST) is trending after securing a landmark 20-year power purchase agreement with Meta Platforms, committing to provide zero-carbon nuclear energy for its AI data centers and ensuring long-term revenue predictability. The community is overwhelmingly bullish on this development, viewing it as a pivotal move that positions Vistra at the forefront of addressing the surging power demands of artificial intelligence and bolstering the broader nuclear energy sector.

Rich Sparkle Holdings Ltd. engages in the provision of financial printing and corporate services. The firm offers typesetting, proofreading, translation, design, and printing of listing documents, financial reports, fund documents, circulars, and announcements. It also delivers advisory services, such as conducting internal control assessment and environmental, social and governance performance evaluation, and other services including provision of co-working space. The company was founded in 2016 and is headquartered in Hong Kong.

Rich Sparkle Holdings Ltd.

Rich Sparkle Holdings Limited

Rich Sparkle Holdings Limited (ANPA) is trending with high volatility, fueled by its extremely low public float and the recent expiration of IPO lock-up periods. The community is deeply divided, with some investors drawing parallels to past parabolic runs of other Hong Kong IPOs like $RGC, while many others warn of a classic pump-and-dump scheme.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending due to its prominent presence at CES 2026, showcasing advanced agentic and conversational AI solutions, including a new partnership with TomTom for multi-agent voice navigation. The community is actively discussing the company's significant short interest and robust industry integrations, believing its unique AI architecture and expanding real-world applications position it for substantial future growth.

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$AAPL 
  Most market commentary obsesses over events. 
This article is about conditions.                                               
                                                                                
Most investors don’t misread markets. They misread the weather.                                                                                              
 
Cundill lived through inflation + tightening + broken narratives — then kept operating like the climate could turn again tomorrow.                                                                                         
 
We map those regimes, not the headlines. 
                                                                                                      
HERE:https://cundilldeepvalue.substack.com/p/fragments-peter-cundill-already-lived 
 
                                                                                                                                 
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