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Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is at the center of investor discussion following the major acquisition of Boeing's Wisk Aero, SkyGrid, and Insitu subsidiaries, coupled with a significant 20% stake taken by Boeing. The community is actively debating the strategic shift toward an autonomous aerospace and defense platform, weighing the potential for long-term revenue diversification against concerns over share dilution and the complexity of integrating these new assets.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera is seeing intense investor focus fueled by positive Phase 2 clinical data for its ABCL635 treatment for menopause-related hot flashes, which met primary endpoints with favorable tolerability. The community is actively debating the stock's potential for a significant re-rating while closely monitoring the company's execution in scaling its drug discovery platform and expanding high-value pharmaceutical partnerships.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending as investors and community members eagerly await top-line data from the Phase 3 IZAR-1 trial of sonelokimab in psoriatic arthritis, with intense community discussion focused on whether the drug can achieve best-in-class efficacy and secure a potential acquisition. The stock's price action is being closely monitored for a breakout, as retail participants and institutional holders alike position themselves ahead of what is widely considered a major binary catalyst for the company's valuation.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp is experiencing significant investor interest driven by CEO Jensen Huang's endorsement of optical networking as a critical bottleneck solution for scaling AI infrastructure. The community is actively discussing this shift, with many focusing on the company's strong positioning within the photonics supply chain and its ongoing capacity expansion to meet record-breaking demand for high-speed connectivity.

Barrick Mining Corp. engages in the production and sale of gold, copper, and related activities. It also provides exploration and mining development. It operates through the following business segments: Carlin, Cortez, Turquoise Ridge, Pueblo Viejo, Loulo-Gounkoto, Kibali, Veladero, North Mara, Bulyanhulu, and Other Mines. The company was founded by Peter D. Munk in 1983 and is headquartered in Toronto, Canada.

Barrick Mining Corp.

Barrick Mining Corp

Barrick Mining is capturing significant market attention following a solid Q1 earnings beat and the authorization of a $3 billion share repurchase program, signaling strong management confidence despite ongoing operational pressures. Investors are closely monitoring the upcoming IPO of its North American assets and the strategic expansion of its copper and gold pipeline as a key catalyst for long-term value creation.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is trending as investors position for upcoming earnings, focusing on the company's strategic pivot toward AI infrastructure following its recent acquisition of Northern Data. The community is actively debating the potential for a short squeeze, fueled by high short interest and expectations that Rumble will reveal a clearer path to profitability through cloud and GPU monetization contracts.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending as investors react to the companys recent earnings beat, characterized by a significant 16% jump in operating earnings and, most notably, a reversal of a multi-quarter trend as Berkshire shifts from being a net seller to a net buyer of equities. Community discussion is heavily focused on whether this change in capital deployment signals a shift in strategy under CEO Greg Abel, with investors debating the stocks role as a defensive holding versus a potential laggard in a tech-driven bull market.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster Inc. is attracting intense community interest as investors weigh its role as a key hardware enabler in the emerging 'Physical AI' and robotics ecosystem, following a period of high volatility and a major capital raise. While some market participants are debating the impact of the company's recent share dilution and competitive pressures from lower-cost lidar alternatives, bullish traders are highlighting record shipment milestones, expansion into smart infrastructure, and the strategic integration of recent acquisitions to capture long-term industrial automation demand.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com is facing significant downward pressure following a weaker-than-expected revenue outlook for the third quarter, despite reporting a solid earnings beat. The community remains deeply divided, with some investors viewing the decline as an overreaction and a buying opportunity for a growing company, while others express frustration over persistent share price weakness and skepticism regarding the stock's ability to compete in an AI-focused software landscape.

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 the community debates the stock's long-term strategic role in domestic supply chains, bolstered by recent executive actions aimed at reducing reliance on foreign critical minerals. Investors are actively discussing the stock's significant short interest, management's lack of frequent press releases, and the potential for a rebound driven by long-term government support and the scaling of magnet production.

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$NB 

Ok so I got acquainted with a couple of you in the room. 

I think it’s a decent group.

If you are thinking logically $NB isn’t appearing in 2025 and 2026 not by name but read the projects based on resources if they aren’t in the mix. Part of investing is conviction. For once try trusting your original self when you choose to invest choose you and stick to it.

$LMT didn’t sign a MOU for the heck of it.

Trust your original self, have conviction, and have a wonderful weekend! 

https://pubs.usgs.gov/periodicals/mcs2026/mcs2026.pdf

Anthony

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NioCorp Developments Ltd

Lockheed Martin Corp.

 

Ok so I got acquainted with a couple of you in the room. 

I think it’s a decent group.

If you are thinking logically 

 isn’t appearing in 2025 and 2026 not by name but read the projects based on resources if they aren’t in the mix. Part of investing is conviction. For once try trusting your original self when you choose to invest choose you and stick to it.



 didn’t sign a MOU for the heck of it.

Trust your original self, have conviction, and have a wonderful weekend! 

