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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is facing intense scrutiny and volatility as investors weigh the potential impact of an FDA advisory committee meeting on peptide compounding against broader concerns about short interest and business execution. While the community is divided between those betting on a major growth catalyst from peptide approvals and bears citing high short interest and aggressive short-sale activity, the stock remains a focal point for debates on telehealth disruption and regulatory risk.

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), 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 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 as investors digest a strong earnings report that saw the company beat expectations despite a subsequent price reversal. The community is actively debating the sustainability of the turnaround, focusing on the impact of heavy capital expenditures and concerns over market manipulation and volatility.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi LLC is trending as investors closely watch the company's progress on its Project Matador energy and data center campus, alongside ongoing speculation regarding an imminent anchor tenant announcement. The community remains divided between high-conviction bulls anticipating significant upside from power infrastructure demand and skeptics focused on governance drama and the company's pre-revenue status.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors react to a new device-leasing partnership with Klarna, while community discussion remains sharply divided between those viewing the stock as a resilient safe haven and others citing suspicious, manipulated price action. Traders are actively debating the company's AI strategy and valuation as they position themselves ahead of the upcoming earnings cycle.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. 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 as investors weigh strong institutional backing and its critical role in the U.S. defense supply chain against recent price volatility and concerns over China's export restrictions. While the community remains divided over technical support levels and the stock's short-term movement, sentiment is bolstered by recent insider buying and expectations of long-term demand for domestically produced magnets.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing intense downward pressure as investors react to disappointing earnings results and growing skepticism regarding the company's long-term autonomy and robotics timelines. The stock has become a focal point for institutional volatility and bearish sentiment, with the community actively debating whether current support levels near $300 represent a buying opportunity or a signal for further correction.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is trending as investors digest a negative opinion from the EMA's CHMP regarding the marketing authorization for arimoclomol, while the community debates the viability of a re-examination request and the company's underlying U.S. revenue growth. Despite the setback, bullish sentiment remains supported by the company's cash position and the potential for a successful appeal, leading to active discussion regarding whether this decline represents a buying opportunity or a long-term stall.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is rallying as global LNG supply concerns intensify following escalating geopolitical tensions in the Strait of Hormuz and reports of supply disruptions in the Middle East. The community is actively debating the company's strong long-term fundamentals against ongoing market manipulation by algorithms, with many investors anticipating significant upside leading into the upcoming Q2 earnings release.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers Outdoor is drawing intense scrutiny as investors weigh a strong earnings beat and raised guidance against concerns over brand growth sustainability and broader retail sector pressure. Community members are actively debating whether the company's robust share buyback program and market-leading footwear brands provide a sufficient catalyst to drive the stock higher, or if persistent analyst skepticism and macroeconomic volatility will keep the share price range-bound.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

Amkor Technology is trending as investors weigh its recent $1.5 billion advanced packaging deal with Nvidia against market volatility and concerns over high capital expenditure requirements for its Arizona expansion. The community is actively debating whether the stock's recent price swings represent a long-term growth opportunity in the AI supply chain or if the company is overvalued given its historically cyclical nature and the structural costs of scaling domestic manufacturing.

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$GLD $GDX $JNUG $B $SLV  
Japanese demand for govt bonds is picking up again 
 
In June, Japanese insurers bought $3.9B of long-term govt bonds—the biggest monthly purchase in 3 yr—after selling $1.2B the month before 
 
If this trend continues, more Japanese money could stay @ home instead of flowing into U.S. Treasuries/U.S. stocks 
 
That matters because higher Japanese yields make domestic bonds more attractive, which could mean: 
 
➡️ Less foreign demand for U.S. govt debt, making it more expensive for the U.S. to borrow which is currently being seen now 
➡️ Less Japanese investment flowing into U.S. stocks 
 
This comes as China has steadily reduced its holdings of U.S.  
Treasuries—from roughly $1.3 trillion @ its peak to just over $500 billion, lowest level since 2008 
 
If 2 of the largest foreign buyers continue buying fewer U.S. Treasuries, the U.S. will have to rely more on domestic buyers/offer higher yields to attract investors&amp; likely debt monetization w/a lower standing of living

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Japanese demand for govt bonds is picking up again 
 
In June, Japanese insurers bought $3.9B of long-term govt bonds—the biggest monthly purchase in 3 yr—after selling $1.2B the month before 
 
If this trend continues, more Japanese money could stay @ home instead of flowing into U.S. Treasuries/U.S. stocks 
 
That matters because higher Japanese yields make domestic bonds more attractive, which could mean: 
 
➡️ Less foreign demand for U.S. govt debt, making it more expensive for the U.S. to borrow which is currently being seen now 
➡️ Less Japanese investment flowing into U.S. stocks 
 
This comes as China has steadily reduced its holdings of U.S.  
Treasuries—from roughly $1.3 trillion @ its peak to just over $500 billion, lowest level since 2008 
 
If 2 of the largest foreign buyers continue buying fewer U.S. Treasuries, the U.S. will have to rely more on domestic buyers/offer higher yields to attract investors& likely debt monetization w/a lower standing of living

Richard Costri

As for AI, the govt is already coming to the &quot;rescue&quot; via tax payer dollars &amp; like with the data centers, tax payers have NO CHOICE but to give them their money.  
 
Reality is taxpayers bear much of the upfront risk while private firms will capture a disproportionate share of the rewards do to tax payer &amp; govt subsidies. Its not &quot;fair&quot; but more of whatever we can get away with especially w/tax payer money is very cash flow positive  
 
More of this to come like a lot more

As for AI, the govt is already coming to the "rescue" via tax payer dollars & like with the data centers, tax payers have NO CHOICE but to give them their money.  
 
Reality is taxpayers bear much of the upfront risk while private firms will capture a disproportionate share of the rewards do to tax payer & govt subsidies. Its not "fair" but more of whatever we can get away with especially w/tax payer money is very cash flow positive  
 
More of this to come like a lot more

China definitely not as hungry as they once were for US debt