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Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is trending due to the official announcement of its upcoming inclusion in the Russell 3000 Index, a catalyst that has investors anticipating increased passive institutional demand and a potential short squeeze. While bulls are encouraged by the stock's recent technical breakout and leadership's focus on long-term growth, the community remains divided, with many debating whether the stock's sluggish historical performance is due to market manipulation or fundamental execution challenges.

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 experiencing heightened investor activity and volatility as traders react to reports that the current administration is exploring ownership stakes and funding to scale U.S. drone production. Community discourse is sharply divided between bullish speculators betting on an imminent short squeeze and institutional contract wins, and skeptical investors citing concerns over repeated share dilutions and a lack of confirmed revenue milestones.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

Unusual Machines is rallying as investors react to a strategic battery manufacturing acquisition and positioning for defense contracts, with the community closely tracking its role as a domestic supplier ahead of upcoming earnings. Traders are debating the stock's potential for a short squeeze as the drone sector sees high volatility and increased focus on government funding initiatives.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is seeing significant community interest driven by the certification of its USA-B exploration license by NOAA, which reinforces its strategic path toward domestic mineral independence. Bulls are actively discussing the potential for government-backed infrastructure at the Brownsville refinery and an anticipated increase in the company's net present value as permitting processes accelerate.

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 debate following its recent earnings report, which highlighted significant regulatory milestones alongside concerns about cash burn and the timeline for piloted flight testing. The community remains sharply divided between long-term bulls betting on strategic defense partnerships and aviation certification progress, and vocal skeptics who point to missing operational targets and the competitive advantage of peers in the eVTOL sector.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

Corsair Gaming is generating significant buzz across social media as investors react to the company's expansion into AI-driven workflows via its Elgato Stream Deck and the new CORSAIR PRO line of AI workstations. The community is actively debating the stock's potential for a short squeeze, fueled by high trading volume, institutional positioning, and ongoing enthusiasm around the company's strategic pivot toward enterprise AI hardware.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending as investors react to a clean earnings beat and strong forward guidance, with bulls highlighting the company's critical role in AI infrastructure and custom silicon demand. While some traders express caution over valuation and high-volatility price swings, the community is actively debating the stock's potential for a broader re-rating as a top-tier AI beneficiary.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake is surging after reporting a significant earnings beat and announcing a strategic $6 billion infrastructure commitment with Amazon Web Services. The community is actively discussing a major rotation into software, with traders debating the sustainability of the price action and analyzing the impact of new enterprise AI agent partnerships on the broader cloud sector.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is attracting intense interest as investors weigh its potential for a short squeeze against skepticism regarding its valuation, with community focus shifting toward the company's strategic pivot into agentic AI orchestration ahead of upcoming earnings. Traders are actively debating whether this software player can transition into an essential enterprise platform or if it remains trapped in a long-term decline.

Stellar is an open-source, decentralized network co-founded in 2014 by Jed McCaleb and Joyce Kim to facilitate the fast and low-cost transfer of value across different currencies and assets globally. Managed by the non-profit Stellar Development Foundation, the project serves as a global infrastructure that connects banks, payment systems, and individuals to expand financial access to underserved populations. Its main value proposition lies in providing a bridge between traditional money and digital networks through the use of Anchors, which are trusted entities that hold deposits and issue credits on the ledger.  The network operates using the Stellar Consensus Protocol and a Federated Byzantine Agreement, where nodes choose trusted sets of other nodes to agree on the state of the ledger. This system ensures high throughput and fast finality, where transactions are considered permanent and irreversible within seconds. Key features include a built-in distributed exchange for trading assets without intermediaries and the Soroban platform for developing smart contracts. Users can also utilize the network for tokenizing real-world assets or accessing decentralized finance services like peer-to-peer lending.  Stellar's native token, XLM, is essential for maintaining network integrity by acting as an intermediary to find efficient exchange paths and preventing spam through small transaction fees and minimum account balance requirements. Unlike many other digital assets, the network has no inflation because the community voted to disable the automatic creation of new tokens. While the project received early funding from the payments company Stripe, it is now sustained by a global community of validators and developers rather than traditional venture capital.

Stellar Lumens

Stellar Lumens (XLM) is capturing community attention following the announcement that the DTCC plans to integrate its tokenized securities platform with the Stellar network, a major development for the asset's utility in real-world financial infrastructure. Investors are actively debating the significance of this institutional partnership, with many highlighting potential long-term benefits as the network positions itself for a multi-chain future alongside traditional financial systems.

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This has ran so much recently it’s now my 2nd largest holding in my portfolio $SMH slightly larger than my 3rd largest which is $SPY for the longest time SPY was my 2nd largest holding.. this run in semis has been amazing..

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This has ran so much recently it’s now my 2nd largest holding in my portfolio 

 slightly larger than my 3rd largest which is 

 for the longest time SPY was my 2nd largest holding.. this run in semis has been amazing..