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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending as investors debate whether the current price action signals a genuine breakout or a repeat of previous volatility traps. The community is heavily focused on the stock's proximity to the $20 resistance level, with many traders looking for confirmation of a short squeeze while others remain skeptical due to the stock's history of intraday fades.

Q32 Bio, Inc. operates as a clinical stage biotechnology company developing biologic therapeutics targeting potent regulators of the innate and adaptive immune systems to re-balance immunity in autoimmune and inflammatory diseases. It focuses on the IL-7 / TSLP receptor pathways and complement system, addressing immune dysregulation to help patients take back control of their lives. The company was founded by David Grayzel and Shelia Violette in 2017 and is headquartered in Waltham, MA.

Q32 Bio Inc.

Q32 Bio is experiencing significant volatility and trading volume after announcing a major deal to sell its Phase 2 complement inhibitor, ADX-097, to Akebia Therapeutics for up to $592 million. Community members are actively debating the stock's valuation, with many focused on potential short squeeze dynamics and conflicting views on whether the asset sale makes the company an undervalued buyout candidate or if the rally is a temporary pump susceptible to dilution.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors and social media users closely monitor the company's connection to Donald Trump's political activities, specifically following the recent passing of Senator Lindsey Graham and escalating military tensions involving Iran. The community is actively debating the stock's volatility in light of these geopolitical developments and the ongoing influence of Trump's executive-branch-focused agenda.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is generating intense community debate as investors speculate on potential government defense contracts and the progress of the Drone Dominance Program. While some participants highlight the company's strategic positioning in the autonomous defense sector, others express skepticism regarding management's communication and the pace of revenue growth.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSM is trending as robust May revenue growth of 30% YoY underscores the insatiable demand for AI semiconductors, reinforcing the company's role as the essential backbone of the global AI supply chain. Investors remain focused on the firm's strong pricing power and its strategic expansion into advanced packaging, even as they weigh these fundamentals against broader geopolitical concerns and shifts in industry capacity.

Direxion Shares ETF Trust - Direxion Daily MSCI South Korea Bull 3X ETF

Direxion Daily South Korea Bull 3X Shares

KORU is experiencing extreme volatility and heavy retail debate as the community navigates the impact of Korea's National Pension Service rebalancing alongside anticipation for the upcoming SK Hynix U.S. IPO and KORU's 20-for-1 stock split. While some traders view the significant price swings as a high-risk opportunity to buy the dip, others are warning of the dangers of holding leveraged ETFs during periods of institutional selling and unpredictable market mechanics.

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 trending following the board's authorization of a $50 million share repurchase program, signaling confidence in the company's balance sheet and growth trajectory. The community is actively discussing this capital allocation strategy alongside the company's broader pivot into data center and AI infrastructure, with investors looking for continued execution and potential contract wins to support long-term valuation.

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

Solana is trending as traders closely watch its relative strength against Bitcoin and Ethereum, with community sentiment fueled by ongoing discussions around real-world asset tokenization and institutional adoption. Bulls are actively scaling into positions while monitoring key technical support levels to see if the asset can maintain its upward momentum.

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 is facing high volatility as investors track its performance as a digital asset treasury proxy for the Hyperliquid perpetual exchange, with community focus shifting toward institutional accumulation and its upcoming inclusion in the Russell index. Market participants are actively debating whether current price fluctuations represent a temporary dip or a broader structural shift as they monitor the stock's correlation with the HYPE token and broader market developments.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is actively trending as investors weigh its role as a strategic infrastructure partner in Nvidias new AI data center reference design against broader volatility in the energy storage sector. While the community is debating whether the stock is an undervalued 'bottleneck' play similar to Bloom Energy or a high-beta trade susceptible to insider selling and capital structure pressures, discussions remain heavily focused on its backlog expansion and the potential for new hyperscaler contracts.

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$ALMU 

Mister Stockwell out with Part II this morning:

He previously took a look at the exact details of a $2.1 million government award to Aeluma that was part of the $4 million in awards mentioned in an April press release. Today we get the details on the other $1.9 million. This is a sibling contract to the other award, from the same office, and only one digit apart in award number. This is another Phase II award(Aeluma was the sole Phase I award recipient) and the headline reads:
HETEROGENEOUS INTEGRATION OF NONLINEAR COMPOUND SEMICONDUCTOR MATERIALS ON LARGE-DIAMETER AND LOW-LOSS SOI PHOTONICS.

https://open.substack.com/pub/misterstockwell/p/nthe-rest-of-the-story?r=1d4rs&amp;utm_medium=ios

Scott Wood

bebungus fefungus momungus.

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Details on the other half of $4 million in awards

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n!(The Rest of the Story)

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Aeluma Inc

 

Mister Stockwell out with Part II this morning:

He previously took a look at the exact details of a $2.1 million government award to Aeluma that was part of the $4 million in awards mentioned in an April press release. Today we get the details on the other $1.9 million. This is a sibling contract to the other award, from the same office, and only one digit apart in award number. This is another Phase II award(Aeluma was the sole Phase I award recipient) and the headline reads:
HETEROGENEOUS INTEGRATION OF NONLINEAR COMPOUND SEMICONDUCTOR MATERIALS ON LARGE-DIAMETER AND LOW-LOSS SOI PHOTONICS.



Greg

@NYC95Greg Great piece. I am not sure why a phase II award like that does not deserve its own press release given that it seriously de-risks the commercial viability question and it is one of the few things they can share that resides in the public domain.

AKABootzterDaBearBlocker2000

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 Great piece. I am not sure why a phase II award like that does not deserve its own press release given that it seriously de-risks the commercial viability question and it is one of the few things they can share that resides in the public domain.

@galt123 yeah, I agree, but as a small company with less than stellar IR, they are just keeping their heads down and working. They also value privacy for competitive and supply chain reasons. Not the best for us, but when it works, its likely to work big.

 yeah, I agree, but as a small company with less than stellar IR, they are just keeping their heads down and working. They also value privacy for competitive and supply chain reasons. Not the best for us, but when it works, its likely to work big.