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The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing's $131B F-15 contract win is fueling bullish chatter, but the stock's muted reaction has traders splitbears cite the Netflix documentary and looming SPEEA strike authorization as overhangs, while bulls see a buying opportunity on strong backlogs and production recovery.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is trending as its latest earnings release reignited a sharp bull-bear battle: bulls tout surging revenue, raised guidance, and improving cash flow, while bears focus on widening losses, weaker margins, stock-based compensation, and convertible debt. The split reflects broader AI-infrastructure scrutiny and heavy debate over whether the companys growth story outweighs its current profitability concerns.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

Fresh $41M contract for one-way attack systems is fueling renewed interest in AVEX, with traders also keyed in on CEO Roger Wells' recent CNBC appearance and Cramer commentary, though frustration persists over the stock's inability to hold gains despite a steady stream of defense awards.

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's surge toward the $100 psychological level has the community buzzing after a historic short squeeze and broader crypto rally, with bulls citing staking rewards, network upgrades, and institutional inflows as catalysts for renewed momentum.

TOP Financial Group Ltd. is a holding company, which engages in providing financial market and securities services. It focuses on futures brokerage and other financial services through a trading platform. The company was founded by Jun Li Yang on August 1, 2019 and is headquartered in Hong Kong.

TOP Financial Group Limited - Ordinary Shares - Class A

Zhong Yang Financial Group Ltd

The recent 1-for-5 reverse split and the closure of a massive capital raise are fueling the debate, with the community split between expecting a short squeeze and predicting a classic dilution-driven pump-and-dump.

Tidal Trust II - Defiance Daily Target 2X Short MU ETF

Semiconductor selling and Micron weakness are driving traders into this leveraged inverse ETF as the community piles into bearish bets, citing Jim Cramer's sell call, memory-market bubble fears, and rising competitive pressure from Chinese chipmakers.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom's skyrocketing AI-fueled debt financing deals, including a reported $60B+ package, are sparking intense debate as bond markets price in rising credit risk. The community is split, with bulls hailing the moves as proof of explosive AI demand while bears warn of hidden leverage and financial engineering, all against a backdrop of Marvell/Google competitive jitters dragging the stock to recent lows.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA enters its earnings report after a seven-day slide, with traders locked in a fierce debate over whether the pre-print selloff is a bear trap or a warning sign. Community sentiment is split between those betting on an explosive beat-and-raise backdrop (citing AI infrastructure deals like SpaceXAI) and bears pointing to the stock's historical pattern of falling despite strong results, alongside broader worries about circular AI financing.

Conagra Brands, Inc. engages in the manufacture and sale of processed and packaged foods. It operates through the following segments: Grocery and Snacks, Refrigerated and Frozen, International, and Foodservice. The Grocery and Snacks segment includes branded, and shelf stable food products sold in various retail channels in the United States. The Refrigerated and Frozen segment is composed of branded, and temperature-controlled food products sold in various retail channels in the United States. The International segment offers branded food products in various temperature states, sold in various retail and foodservice channels outside of the United States. The Foodservice segment focuses on branded and customized food products, including meals, entrees, sauces, and a variety of custom-manufactured culinary products packaged for sale to restaurants and other foodservice establishments in the United States. The company was founded by Alva Kinney and Frank Little in 1919 and is headquartered in Chicago, IL.

Conagra Brands Inc

Conagra is surging as traders applaud the new CEO's strategic reseta 50% dividend cut to deleveragewhile rotating into beaten-down consumer staples as defensive plays ahead of a possible downturn. The community sees this as a long-term turnaround, citing a strong base above $16, institutional accumulation, and recession-proof demand, despite lingering GLP-1 and input-cost concerns.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strive's surge is fueled by Bitcoin's rally and its aggressive BTC treasury accumulation strategy, with the community hyping a potential short squeeze given elevated short interest and comparing it favorably to MSTR as a high-beta Bitcoin proxy. The stock is being celebrated as a top crypto pick for the year, with traders highlighting heavy options flow and continued BTC purchases as key catalysts.

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Bitcoin

Ethereum

Ripple

Dogecoin

Cardano

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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

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

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$USAR CEO Barbara Humpton on Bloomberg.  
 
LONG. Also added $USGO to my portfolio earlier this week.

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USA Rare Earth Inc

U.S. GoldMining Inc

 CEO Barbara Humpton on Bloomberg.  
 
LONG. Also added 

Justin Samson, Head Trader

@SamsonStreet 

Barbara is a top notch ceo.
She will take this company to new heights for sure