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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.

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.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending after NVIDIA announced a $2 billion investment to expand AI factory capacity and strengthen their strategic partnership. This move is widely seen by the community as a significant validation of CoreWeave's position in the AI infrastructure buildout and a catalyst for massive GPU-centric data capacity expansion. However, some discussions revolve around the investment's specifics and its implications for CoreWeave's financial structure amid broader conversations about the AI compute sector.

Battalion Oil Corp. engages in the acquisition, production, exploration, and development of liquids-rich oil and natural gas assets in the Delaware Basin. The company was founded in 1987 and is headquartered in Houston, TX.

Battalion Oil Corp - Ordinary Shares (New)

Battalion Oil Corp is trending following a significant operational update, including a new gas treating agreement that has substantially boosted its oil production and gas processing capacity, alongside a notable increase in a major shareholder's stake. The community is buzzing with high expectations, drawing comparisons to other recent low-float, high-volume runners, fueled by its tight share structure and overall positive sentiment in the energy sector.

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 following the release of positive three-year functional results from its EMBARK Phase 3 study for Elevidys, its gene therapy for Duchenne muscular dystrophy, demonstrating significant and durable slowing of disease progression. This data has ignited strong community debate, with many investors anticipating a substantial short squeeze and a re-rating of the "undervalued" stock, while others remain cautious given historical market reactions and perceived manipulation. The discussions underscore the importance of long-term efficacy in rare disease treatments and Sarepta's ongoing efforts to solidify its market position despite broader biotech skepticism.

Memecoin on Cronos launched by the Cro Crow community

crow with knife

Crow with Knife ($CAW) is gaining significant traction, propelled by its expanding multi-chain presence across Solana, Cronos, Base, and Ethereum, enhanced by a deflationary burn mechanism. The 'caWmunity' is intensely bullish, advocating for its organic growth and emphasizing its role in generating volume across these diverse ecosystems. Investors are actively discussing $CAW as a unique, decentralized meme coin with strong potential.

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 following its significant acquisition of SkyWater Technology for approximately $1.8 billion, a move designed to vertically integrate quantum chipmaking and accelerate its development roadmap. This strategic decision has sparked intense discussion, with many investors anticipating it as a transformative step toward quantum industry leadership, while others voice concerns about potential dilution and the substantial acquisition cost. The community is keenly debating the deal's long-term impact on IonQ's growth trajectory and its strengthening role within the domestic quantum technology and defense sectors.

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.

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.

Skywater Technology, Inc. is a holding company. It engages in the provision of semiconductor development, manufacturing services, and packaging services. The company was founded on October 3, 2016 and is headquartered in Bloomington, MN.

SkyWater Technology Inc

SkyWater Technology is currently trending due to a definitive agreement for IonQ to acquire it for $35 per share in a cash-and-stock transaction, aiming to establish a vertically integrated quantum computing platform. This news has sparked a mixed reaction within the community; while many view the offer as a substantial premium, a notable contingent of shareholders believes the valuation is too low and are actively discussing voting against the deal, highlighting SKYT's strategic importance as a domestic semiconductor foundry.

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$NFLX I just published a new CEO Series on Alain Bouchard and Circle K / Couche-Tard ( ATD. TO ). 
 
Convenience is a repetition business. The stop has to work the same way, every day: fast, clean, reliable. When the basics hold, repeat visits stack. When they slip, people reroute quietly. 
                                               
The file also walks through his attempt to acquire 7-Eleve,not as news, but as a signal of how the machine is built and how the operator thinks at scale. 
 
Read it:https://cundilldeepvalue.substack.com/p/ceo-series-alain-bouchard-circle-a2a 
 
 
$PEP $KO $V $MA

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CEO SERIES - Alain Bouchard (Circle K / Couche-Tard, ATD.TO) The Quiet Buyer Who Tried to Take 7-Eleven

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 I just published a new CEO Series on Alain Bouchard and Circle K / Couche-Tard ( ATD. TO ). 
 
Convenience is a repetition business. The stop has to work the same way, every day: fast, clean, reliable. When the basics hold, repeat visits stack. When they slip, people reroute quietly. 
                                               
The file also walks through his attempt to acquire 7-Eleve,not as news, but as a signal of how the machine is built and how the operator thinks at scale. 
 
Read it: