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Virgin Galactic Holdings, Inc. is an aerospace and space travel company, which engages in the provision of consumer space experience using reusable spaceflight systems. The firm is also involved in designing, developing, and manufacturing, ground and flight testing, spaceflight operation, and post-flight maintenance of spaceflight systems. The company was founded on May 5, 2017 and is headquartered in Tustin, CA.

Virgin Galactic Holdings Inc - Ordinary Shares - Class A

Virgin Galactic Holdings Inc

Virgin Galactic is experiencing extreme volatility and heavy retail-driven volume as investors bet on the stock as a proxy for upcoming space sector catalysts and the anticipated SpaceX IPO. The community is sharply divided between bulls anticipating a massive short squeeze and bears warning of potential dilution and a repeat of past pump-and-dump patterns.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is currently trending as investors debate the massive capital expenditures directed toward AI infrastructure against the company's recent launch of new subscription services. While some community members remain skeptical of the spending levels, others are actively loading the boat, viewing the stock as an undervalued opportunity to capture long-term growth in the AI sector.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors react to a massive new stake disclosed by Leopold Aschenbrenner's fund, which has fueled speculation of a potential partnership with Anthropic and triggered a sharp surge in price. The community is heavily focused on the stock's role as a leader in AI infrastructure, with many debating the impact of increased institutional backing, analyst price target upgrades, and the ongoing short squeeze dynamics.

Keel Infrastructure Corp. engages in building artificial intelligence focused data centers and energy assets. It focuses on infrastructure and energy required to support high-performance computing and artificial intelligence workloads. The company was founded on April 1, 2026 and is headquartered in New York, NY.

Keel Infrastructure Corp.

Keel Infrastructure Corp

Keel Infrastructure is seeing significant investor attention as market participants anticipate upcoming data center lease announcements, with many viewing the company's 2.2 GW power pipeline as an undervalued asset. The community is actively discussing management's shift toward high-performance computing infrastructure and the potential for a major rerating as the company moves closer to securing its first hyperscaler contract.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is facing intense downward pressure driven by concerns over geopolitical tensions in the Middle East and a notable shift in investor appetite toward surging AI and tech stocks. Market participants are actively debating the sustainability of current price levels, with significant liquidations and sell-offs by major institutional holders fueling concerns about a broader correction.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is seeing a surge in investor interest and speculative momentum, fueled by a combination of resurfaced high-level endorsements and significant government-backed investments in quantum computing and enterprise AI infrastructure. The community is actively debating the stock's potential for a transformative 'Intel-style' rally, with many viewing it as a safer, undervalued play compared to flashier, high-valuation AI tech names.

Strategy, Inc. is a Bitcoin Treasury company. The firm has adopted Bitcoin as a primary treasury reserve asset. It uses proceeds from equity and debt financing, as well as cash flows from operations, to strategically accumulate Bitcoin and advocate for its role as digital capital. Its treasury strategy is designed to provide investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed-income instruments. It provides industry AI-powered enterprise analytics software. 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

MicroStrategy is facing intense scrutiny as a rare sale of Bitcoin holdings and growing concerns over its liquidity and dividend obligations spark a heated debate among investors. The community remains deeply polarized, with critics warning of a potential death spiral while bulls argue that the volatility is merely a tactical opportunity to accumulate positions.

Hyperliquid Strategies, Inc. is a holding and operating company, which engages in the business of crypto asset management. The firm operates as a digital asset treasury company which focuses on the Hyperliquid ecosystem. The company was founded on July 2, 2025 and is headquartered in New York, NY.

Hyperliquid Strategies Inc.

Hyperliquid Strategies Inc. (PURR) is seeing a surge in investor attention due to its structural potential for a gamma squeeze, fueled by its low float and integration with the fast-growing Hyperliquid crypto ecosystem. The community is actively debating the stock's role as a unique treasury play while closely monitoring upcoming index inclusions and its performance relative to the HYPE token.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Cedar Park, TX.

Firefly Aerospace Inc.

Firefly Aerospace is seeing intense volatility and active retail debate following a public offering that triggered a significant price disconnect from recent highs. Investors are weighing the impact of dilution against strong sector tailwinds, including new NASA contract wins and the ongoing anticipation of the broader space economy's growth surrounding the SpaceX IPO.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summit Therapeutics is trending as investors closely monitor the company's progress toward the November FDA PDUFA date for ivonescimab, while positive clinical data from major conferences continues to drive debate over its potential to challenge established immunotherapy standards. The community is actively discussing the stock's significant long-term upside against the backdrop of short-term volatility, with many focused on upcoming interim trial results and the strategic moves of management.

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https://www.youtube.com/watch?v=9OUr2DqPLNo

Episode 172: Last month, we covered an audience question about Amprius Technologies - today, we're going straight to the source. CEO Tom Stepien joins the show! Ann and Tom break down Amprius' evolution, its path to going public, and where he sees the biggest growth opportunities across its target markets.