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AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is seeing significant market activity as investors weigh a double earnings miss against a strong growth narrative highlighted by a $1.3 billion revenue backlog and 10 newly booked launches. The community is sharply divided between bulls focused on the accelerating government and commercial partnerships as a long-term catalyst and bears expressing skepticism regarding continued cash burn and the feasibility of the satellite launch schedule.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently the subject of intense community debate following quarterly results that showcased record revenue and a massive backlog, though investors are sharply divided over the company's path to profitability and timelines for the Neutron launch. While bulls highlight long-term potential and new technological initiatives like the GHOST system as signs of industry leadership, bears express skepticism regarding current valuation and potential delays, leading to significant volatility as market participants weigh these growth prospects against execution risks.

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 surging as investors cheer the company's raised EBITDA guidance, strong earnings beat, and the massive dividend hike, fueling community optimism about its operational execution. Traders are actively debating the sustainability of elevated LNG fees and the impact of regional geopolitical instability on future global supply chains.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is seeing intense market volatility driven by its strategic transition into AI data center infrastructure and a massive new contract with a frontier AI lab. While bulls are excited by the firm's long-term power capacity deals and analyst target upgrades, community sentiment remains sharply divided as some investors fear share dilution and frustration over recent price pullbacks.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater 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 is trending as investors digest a leadership transition and the strategic implications of the Serra Verde merger amid a push for domestic rare earth supply chains. The stock is facing volatility as market participants weigh potential government support against short-term price pressure and recent operational developments.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox is seeing a surge in investor interest following strong quarterly earnings, which highlighted massive backlog growth and a key contract to provide steam turbines for data center power generation. The community is actively discussing the stock's role in AI infrastructure, with many traders optimistic that continued contract wins and institutional interest will drive further momentum.

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 gaining significant momentum following the announcement of a multi-year, multi-billion dollar lease agreement with TensorWave for its Texas-based AI data center project. The community is actively debating the stock's potential for further growth, with many investors highlighting the deal as key validation for the company's large-scale AI infrastructure ambitions.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea Ltd is currently trending as investors weigh its aggressive expansion and pivot toward AI integration against ongoing concerns regarding insider selling and broader regional economic instability. The community remains deeply divided, with bulls highlighting the stock's long-term valuation discount and growth potential in Southeast Asian e-commerce and fintech, while bears caution against margin pressure and geopolitical risks.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is facing significant selling pressure and heightened community skepticism as traders grapple with legislative delays regarding the Clarity Act. While some investors see the current price levels as a long-term accumulation opportunity, others are actively debating whether the token is losing its fundamental utility compared to newer stablecoin-based payment solutions.

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 Health is currently a focal point for investors as they navigate a volatile period marked by recent regulatory scrutiny and an upcoming earnings report. The community is actively debating the company's long-term growth storydriven by GLP-1 and peptide expansionversus near-term margin pressures and institutional sentiment.

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$FATE| Fate Therapeutics — the setup before Q2

Autologous CAR-T has established that deep B-cell depletion can produce striking responses in severe autoimmune disease. The question for $FATE is whether an OFF-THE-SHELF product can deliver enough of that biology while dramatically improving access, manufacturing and cost.

FT819 is an iPSC-derived CD19 CAR-T manufactured from a clonal master cell bank rather than individually from each patient. The potential advantage: on-demand product, outpatient administration and eventually community-hospital deployment rather than apheresis + bespoke manufacturing.

The really interesting development is CONDITIONING-FREE FT819.

In Fate’s initial Regimen B SLE cohort at 360M cells:
• SRI-4: 3/3
• LLDAS: 2/3
• no conditioning chemotherapy
• no observed alloreactivity
• evidence of durable B-cell clonal remodeling

900M-cell dosing is now the critical next step.

REGULATORY

FT819 has FDA RMAT designation in moderate-to-severe SLE and has also been selected for FDA’s CMC Development and Readiness Pilot.

That combination matters. For an off-the-shelf cell therapy, manufacturing/CMC could be almost as important as clinical efficacy in determining whether the platform can actually scale commercially.

RECLAIM-LN

Fate plans a Phase 2 potentially registrational study in refractory lupus nephritis.

Single-arm.
N=53.
900M FT819.
Complete renal response primary endpoint at Week 26.

This could create a relatively efficient path toward registration — but it also creates risk.

The registrational regimen currently uses bendamustine conditioning, while arguably the biggest long-term differentiator in the Fate story is eliminating conditioning altogether.

That disconnect is worth watching.

PIPELINE OPTIONALITY

FT839: next-generation CD19/CD38 CAR-T.
FT836: MICA/B-targeted solid-tumor program.
FT825/ONO-8250: HER2 CAR-T partnered with Ono.
FT522: CD19 CAR-NK.

FT839 may ultimately be particularly important because Fate is engineering next-generation cells specifically toward broader autoimmune use without conditioning.

BOTTOM LINE

I don’t think $FATE needs to prove it can beat autologous CAR-T on maximum efficacy.

It needs to show that an off-the-shelf CAR-T can produce sufficiently deep and durable autoimmune responses while being:

• immediately available
• safer/easier to administer
• outpatient-compatible
• scalable
• repeat-dose capable
• economically manufacturable

If Fate gets there, the commercial equation changes dramatically.

At ~$338M market cap, the market is still assigning substantial probability that it doesn’t.

Tomorrow I’m watching:

1. RECLAIM-LN initiation/timeline
2. Regimen B 900M enrollment
3. durability without conditioning
4. repeat-dose strategy
5. CMC/CDRP progress
6. cash runway and burn

The next several updates should tell us whether FT819 is merely an interesting CAR-T — or whether Fate’s iPSC platform genuinely changes how cellular therapy can be delivered.

NFA / DYOR

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Fate Therapeutics Inc

| Fate Therapeutics — the setup before Q2

Autologous CAR-T has established that deep B-cell depletion can produce striking responses in severe autoimmune disease. The question for 

 is whether an OFF-THE-SHELF product can deliver enough of that biology while dramatically improving access, manufacturing and cost.

FT819 is an iPSC-derived CD19 CAR-T manufactured from a clonal master cell bank rather than individually from each patient. The potential advantage: on-demand product, outpatient administration and eventually community-hospital deployment rather than apheresis + bespoke manufacturing.

The really interesting development is CONDITIONING-FREE FT819.

In Fate’s initial Regimen B SLE cohort at 360M cells:
• SRI-4: 3/3
• LLDAS: 2/3
• no conditioning chemotherapy
• no observed alloreactivity
• evidence of durable B-cell clonal remodeling

900M-cell dosing is now the critical next step.

REGULATORY

FT819 has FDA RMAT designation in moderate-to-severe SLE and has also been selected for FDA’s CMC Development and Readiness Pilot.

That combination matters. For an off-the-shelf cell therapy, manufacturing/CMC could be almost as important as clinical efficacy in determining whether the platform can actually scale commercially.

RECLAIM-LN

Fate plans a Phase 2 potentially registrational study in refractory lupus nephritis.

Single-arm.
N=53.
900M FT819.
Complete renal response primary endpoint at Week 26.

This could create a relatively efficient path toward registration — but it also creates risk.

The registrational regimen currently uses bendamustine conditioning, while arguably the biggest long-term differentiator in the Fate story is eliminating conditioning altogether.

That disconnect is worth watching.

PIPELINE OPTIONALITY

FT839: next-generation CD19/CD38 CAR-T.
FT836: MICA/B-targeted solid-tumor program.
FT825/ONO-8250: HER2 CAR-T partnered with Ono.
FT522: CD19 CAR-NK.

FT839 may ultimately be particularly important because Fate is engineering next-generation cells specifically toward broader autoimmune use without conditioning.

BOTTOM LINE

I don’t think 

 needs to prove it can beat autologous CAR-T on maximum efficacy.

It needs to show that an off-the-shelf CAR-T can produce sufficiently deep and durable autoimmune responses while being:

• immediately available
• safer/easier to administer
• outpatient-compatible
• scalable
• repeat-dose capable
• economically manufacturable

If Fate gets there, the commercial equation changes dramatically.

At ~$338M market cap, the market is still assigning substantial probability that it doesn’t.

Tomorrow I’m watching:

1. RECLAIM-LN initiation/timeline
2. Regimen B 900M enrollment
3. durability without conditioning
4. repeat-dose strategy
5. CMC/CDRP progress
6. cash runway and burn

The next several updates should tell us whether FT819 is merely an interesting CAR-T — or whether Fate’s iPSC platform genuinely changes how cellular therapy can be delivered.

NFA / DYOR

Gurujoe

@Gurujoe  
With all due respect, you wrote so much as an excellent professional expert, I hope the company thrives and that we will all have some happiness from this.

StockTwits Web

  
With all due respect, you wrote so much as an excellent professional expert, I hope the company thrives and that we will all have some happiness from this.