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Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as investors weigh an earnings miss against significant growth catalysts, including the acquisition of Northern Data and a strategic partnership with Tether that positions the company as a player in the AI cloud infrastructure space. The community remains polarized, with bulls betting on a short squeeze fueled by high short interest and institutional backing, while bears express skepticism over the company's path to profitability and high valuation relative to current revenue.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing significant volatility and high social media interest ahead of its earnings release, driven by community debate over AI competition and institutional accumulation. Traders are closely monitoring the company's ability to demonstrate enterprise growth and AI monetization to fuel a potential short squeeze against heavily positioned bearish sentiment.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion Inc. is generating significant investor discussion ahead of its quarterly earnings release as the company navigates volatility and market sentiment surrounding its neutral-atom quantum technology. The community is actively debating the stock's valuation relative to sector peers, with many focusing on institutional accumulation, potential defense contract catalysts, and the company's long-term competitive positioning within the quantum infrastructure space.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is facing significant volatility as investors react to a recent earnings report that missed bottom-line estimates and showed a decline in profit margins. The community remains divided, with some investors aggressively buying the dip on the belief that strategic government grants and long-term domestic supply chain importance will drive future growth, while others express frustration over management's lack of execution updates and the stock's persistent downward pressure.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is trending following a significant quarterly earnings beat and strong forward guidance, with community discussions largely centered on the firm's central role in the AI infrastructure buildout and its record performance in semiconductor systems. While bulls are celebrating the company's resilience and increased dividend, bears remain skeptical, debating whether current valuations are sustainable or if the stock is poised for a post-earnings reversal.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing intense volatility and a sharp rally following the announcement of a strategic supply agreement with Lumilens, which includes an initial purchase order and a multi-year growth roadmap for AI optical engines. The community is actively debating the credibility of this new partnership and the implications of the warrant structure, while bulls focus on the potential for institutional interest and a short squeeze against heavy short interest.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

The crypto community is focused on the Senate Banking Committee's markup of the Clarity Act, viewing the potential regulatory framework as a pivotal catalyst for institutional adoption of XRP. While many participants express long-term optimism about the bill's ability to provide legal certainty, discussions remain polarized by concerns over political obstruction, skeptical trading sentiment regarding historical "sell the news" patterns, and ongoing debates about the asset's utility versus speculative price action.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending after Thrive Capital revealed a 100 million dollar investment, fueling community debate over whether this signals a strategic pivot toward AI-driven commerce or a temporary accumulation opportunity. While retail investors remain divided on whether this marks a bottom for the stock amid ongoing software sector volatility, bullish participants are leveraging the news to target a reversal, while bears continue to cite concerns over slowing growth and persistent valuation pressures.

Robo.ai, Inc. engages in the design and development of smart electric vehicles. It aims to integrate avant-garde design, life-style personalization, IoT connectivity, and autonomous driving technology. The company was founded in 2016 and is headquartered in Dubai, United Arab Emirates.

Robo.ai Inc. - Ordinary Shares - Class B

Robo.ai Inc.

Robo.ai Inc. ($AIIO) is trending following the launch of a new video compression platform, with investors fueling intense volatility and a potential short squeeze. The community is actively debating the stock's parabolic trajectory and high cost-to-borrow rates, with many traders holding for double-digit targets while others warn of the inherent risks associated with its low-float, high-leverage profile.

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 generating strong market interest following a series of strategic updates, including a significant purchase order for drone components and an expansion of their manufacturing operations in Florida. The community remains highly focused on the company's ability to scale as a key domestic supplier amid the broader push for NDAA-compliant drone infrastructure.

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Trimming some exposure on these and reallocating to my next macro trade idea 💡 

$CVX $HAL $XOM

What if oil joins the AI story?

How?!

Maybe a byproduct of drilling for/manufacturing oil can be used to power these data centers 🧐

$HAL $XOM $CVX

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Halliburton Co.

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Trimming some exposure on these and reallocating to my next macro trade idea 💡 

