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Brand Engagement Network, Inc. engages in the provision of conversational artificial intelligence assistants with the purpose of transforming engagement and analytics for businesses through security-focused, multimodal communication and human-like artificial intelligence assistants. The firm is also involved in delivering highly personalized, multi-modal artificial intelligence engagement with a focus on industries where there is a massive workforce gap and an opportunity to transform how consumers engage with networks, providers, and brands. The company is founded on March 14, 2024 and is headquartered in Jackson, WY.

Brand Engagement Network Inc

Brand Engagement Network (BNAI) is surging following news of a strategic partnership with Valio Technologies for an exclusive AI licensing framework and AI rollout in Africa. This development, coupled with the stock's low float and high short interest, is fueling intense community debate between bullish sentiment anticipating a short squeeze and cautionary calls about profit-taking. Investors are closely watching increasing borrow rates and speculating on the stock's potential as a multi-day runner, drawing comparisons to other notable squeeze plays.

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 trending on reports of a significant $1.6 billion U.S. Department of Commerce investment, including federal funding and a loan, in exchange for an equity stake and warrants. This substantial government backing, alongside a $1.5 billion private investment, is driving widespread community excitement and positions USAR as a key player in strengthening domestic critical mineral supply chains, particularly for its Texas and Oklahoma projects. Investors are actively discussing its potential for considerable growth, viewing it as a strategic move to reduce reliance on foreign supply.

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 Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

United States Antimony (UAMY) is trending amidst heightened speculation for government investment in the critical minerals sector, following news of a significant equity stake in USA Rare Earth. The community is actively discussing market manipulation and profit-taking dips as prime buying opportunities, anticipating UAMY as the next beneficiary of federal support due to its unique position as the sole U.S. antimony producer for military applications. Long-term holders remain bullish, pointing to existing large contracts and expansion plans as indicators of substantial future growth.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending after announcing positive three-year functional results for its Elevidys gene therapy, showing significant and durable efficacy in Duchenne muscular dystrophy patients and reinforcing its safety profile. This robust data is fueling community discussions about a potential short squeeze and heightened prospects for European approval, leading to widespread speculation of an imminent buyout offer from a key partner. Investors are closely watching for a re-evaluation of the stock's long-term value, as many believe the data strongly refutes previous bearish sentiment.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending amid significant investor attention on the rare earth sector, fueled by recent U.S. government initiatives to bolster domestic critical mineral supply chains. The community is actively discussing MP's strategic position as a leading U.S. producer and its existing defense agreements, viewing it as a key beneficiary of efforts to reduce reliance on foreign sources. This broader geopolitical push to secure independent rare earth capabilities is a major talking point driving conversation.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

The iShares Silver Trust ($SLV) is trending amidst an explosive rally, driven by perceived short covering and significant options flow pushing silver prices to unprecedented levels. The community is sharply divided, with bulls celebrating a 'once in a lifetime gift' and 'decimated bears,' while skeptics anticipate an 'insane' bubble and an imminent 'pullback' or 'rotation to copper.' This surge is occurring amidst broader discussions about a weakening dollar and shifts in global economic sentiment.

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 NOAA's updated deep-sea mining regulations have enabled the company to file a consolidated permit application, significantly expanding its recovery area. The community views this as a crucial step towards securing vital critical minerals for national security, anticipating government backing and a potential short squeeze. This development positions TMC at the forefront of an industry rapidly gaining strategic importance for the U.S.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending amid its substantial acquisition of SkyWater Technology, a strategic move aimed at establishing a vertically integrated quantum chipmaking platform and securing a domestic supply chain. This development has sparked fervent debate among the community; many view it as a transformative step to accelerate their roadmap and position IonQ as a leading player in the quantum sector, while others raise concerns over potential dilution and the strategic rationale.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk (TTD) is intensely trending as its stock consistently hits multi-year lows, igniting widespread frustration among investors questioning management's leadership, particularly CEO Jeff Green's perceived inaction against competitive pressures. While some community members are buying the dip, citing an oversold valuation, others fear further declines, with all eyes now on the upcoming earnings report as a critical potential catalyst for a turnaround.

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 actively trending as a low-float gold producer, benefiting from rising gold prices and community excitement about its potential for significant upward movement. Despite experiencing volatility and trading halts, market participants are highlighting its substantial gold reserves and active mining operations in Africa as key drivers.

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$AAPL Fund Manager Series on Howard Lutnick. 
                                                        
I put the politics aside.                                                     
I’m only looking at the investor/operator: how he makes decisions when things get uncertain, how he protects the downside, and what his moves say about process and continuity. 
                                                                      
HERE:https://cundilldeepvalue.substack.com/p/fun-manager-series-howard-lutnick 
                                                               
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 Fund Manager Series on Howard Lutnick. 
                                                        
I put the politics aside.                                                     
I’m only looking at the investor/operator: how he makes decisions when things get uncertain, how he protects the downside, and what his moves say about process and continuity. 
                                                                      
HERE: