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NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is drawing attention after Kylian Mbapp left its nearly two-decade endorsement relationship for On Holding, intensifying concerns about competitive losses in soccer and weakening brand momentum. Traders are divided between viewing the departure as a cost-saving move and treating it as evidence of broader management and turnaround problems, with earnings also a major focus.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

AI-driven memory demand and constrained HBM/DRAM supply are fueling bullish interest in Micron, reinforced by RBCs reiterated positive view and the companys approaching earnings report. Traders are also debating whether the rally reflects durable pricing power and a prolonged memory upcycle or an overextended, cyclical trade vulnerable to a pullback.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is attracting attention as Bitcoin and the broader crypto market rebound, alongside the SECs five-year exemption for certain tokenized securities that traders view as an alternative regulatory path after the CLARITY Act stalled. The community is split between bullish expectations for a breakout and concerns that the move is a short squeeze or temporary tokenization-driven rally vulnerable to a pullback.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Anticipated S&P 100 inclusion and related index-fund rebalancing are the main drivers of attention, with traders expecting institutional buying to amplify a broader rotation into memory and AI semiconductors. Bullish participants also cite tight NAND supply and buybacks, while skeptics argue the inclusion is already priced in and the move is options-driven or vulnerable to a pullback.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

The SECs five-year Innovation Exemption for tokenized U.S. stock trading is driving attention, with traders viewing it as a potential catalyst for Robinhoods tokenization business, expanded crypto activity, and near-24/7 markets. Bullish reactions dominate, although some debate whether the rules meaningfully benefit Robinhood and whether tokenized products provide genuine shareholder ownership.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

A rebound in Bitcoin and renewed optimism around U.S. crypto-market rulemaking are driving interest in Strategy as a leveraged Bitcoin proxy, with traders also pointing to heavy call activity and a possible short squeeze. Bulls see renewed NAV expansion and further upside, while skeptics argue the move is unsustainable and remains vulnerable to dilution, valuation pressure, and a Bitcoin reversal.

Cybin, Inc. operates as a clinical-stage biopharmaceutical company on a mission to create safe and effective psychedelic-based therapeutics to address the large unmet need for new and innovative treatment options for people who suffer from mental health conditions. It is currently developing CYB003, a proprietary deuterated psilocybin analog for the treatment of major depressive disorder and CYB004, a proprietary deuterated DMT molecule for generalized anxiety disorder and has a research pipeline of investigational psychedelic-based compounds. The company was founded by Paul Glavine, Eric So, and John Kanakis on October 13, 2016 and is headquartered in Toronto, Canada.

Helus Pharma Inc.

Sharp volatility and heavy volume are drawing attention after a recent rally, with traders attributing the pullback to profit-taking, options expiration and technical selling rather than a confirmed company-specific setback. The broader debate centers on the upcoming Phase 3 HLP003 major-depression readout, with bullish traders citing insider buying and sector momentum while skeptics warn about dilution and clinical risk.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Attention is centered on the U.S. Senates CLARITY Act vote and its failure or delay, with traders debating whether the regulatory setback is bearish or already priced in. The community remains divided, as some cite support above $100, staking, and broader crypto strength as reasons for continued upside while others expect further volatility and a pullback.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Anticipation of Vikings VK2735 maintenance-study readout is driving attention, with traders focused on 21- and 33-week weight-loss efficacy, tolerability, and the timing of results. The community is sharply divided: bulls view the selloff as accumulation ahead of potentially strong data, while bears cite CEO Brian Lians cautious comments on gastrointestinal side effects and the lack of a partnership or buyout as reasons for further downside risk.

Ultragenyx Pharmaceutical, Inc. is a biopharmaceutical company, which engages in the identification, acquisition, development, and commercialization of novel products for the treatment of genetic diseases. Its products include Crysvita, Mepsevii, Dojolvi, and Evkeeza. The company was founded by Emil D. Kakkis in April 2010 and is headquartered in Novato, CA.

Ultragenyx Pharmaceutical Inc.

Ultragenyx Pharmaceutical Inc

FDA approval of Fayuvi (UX111), the first approved treatment for Sanfilippo syndrome Type A, is driving attention, with traders highlighting the new commercial product and accompanying Priority Review Voucher. The community is broadly bullish on a rerating and potential short covering, though some debate the limited patient population, commercialization costs, and the muted share-price reaction around options-related resistance.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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$FSTTF  still bullish and a little lonely here.   
darpa drone challenge coming up, 2x weight will be easy peazy

Joe Ross

$FSTTF drone no longer a participant in challenge, but being shown off at DARPA.   PyroDelta looking for manufacturing for said drone, which has been confirmed to lift 3x weight.  I am bullish, but this is going to take a lot of time.

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David David

First Tellurium Corp

  still bullish and a little lonely here.   
darpa drone challenge coming up, 2x weight will be easy peazy