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TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending after securing a major 20-year lease with Anthropic that is expected to generate significant contracted revenue and cement its position as a tier-one AI infrastructure provider. While the stock initially saw a volatile sell-the-news reaction, community discussion remains focused on the massive fundamental re-rating and the potential for a sustained run as institutional investors digest the long-term revenue clarity.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing significant market attention due to a high short interest of over 40% and speculative excitement surrounding a potential short squeeze. Investors are actively debating the stock's long-term enterprise AI potential and the pending LivePerson acquisition, while monitoring the critical 7-dollar price pivot as a potential catalyst for further momentum.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is rallying as investor optimism builds around stronger delivery numbers and raised full-year production guidance, signaling that the company is effectively navigating the R2 rollout. The community is actively debating whether this momentum marks a sustainable breakout or another opportunity for short-sellers to test support, while focusing heavily on delivery volume as a key indicator of long-term scaling.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending following the major $875.8 million acquisition of DZYNE Technologies, a move the company says will establish it as a leading autonomous defense platform. While the acquisition significantly raised 2026 revenue guidance to $525 million, community discussion remains polarized between those focused on the strategic expansion into counter-drone and autonomous systems and those concerned about the ongoing impact of share dilution on the stock price.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is currently generating significant momentum driven by robust institutional accumulation and positive sentiment surrounding its high-performance AI server demand. The community is actively discussing the stock's role in the broader AI infrastructure buildout, with traders closely monitoring the impact of policy-driven headlines and key technical support levels as the stock attempts to sustain its current momentum.

Lemonade, Inc. is a holding company, which engages in the provision of insurance services. The firm's products include renters and homeowners insurance, and pet insurance. It offers insurance coverage under the homeowners multi-peril, inland marine, and general liability lines of business. The company was founded by Daniel Asher Schreiber and Shai Wininger on June 17, 2015 and is headquartered in New York, NY.

Lemonade Inc

Lemonade is experiencing a surge in trading activity and investor attention as the market evaluates its AI-driven insurance model, with recent upward momentum fueled by analyst upgrades and a strategic partnership with Tesla. The community is actively debating the stock's long-term potential as an insurtech disruptor, weighing strong top-line growth and margin improvements against ongoing concerns about profitability and volatility.

Rigel Pharmaceuticals, Inc. operates as a clinical stage biotechnology company. It discovers and develops novel, targeted drugs in the therapeutic areas of immunology, oncology and immune oncology. The firm focuses on intracellular signalling pathways and related targets that are critical to disease mechanisms. The company's products include Tavalisse, Fostamatinib and R835. Rigel Pharmaceuticals was founded by Donald G. Payan, James M. Gower, Thomas A. Raffin, Garry P. Nolan and Ronald B. Garren on June 14, 1996 and is headquartered in South San Francisco, CA.

Rigel Pharmaceuticals

Rigel Pharmaceuticals is currently a focal point for investors as the company prepares to finalize the licensing and upcoming launch of VEPPANU, the first FDA-approved PROTAC therapy for specific metastatic breast cancer cases. The community is actively discussing the potential for a short squeeze given high short interest, while analysts and long-term shareholders remain focused on the company's profitability, revenue growth from its existing product portfolio, and the long-term impact of its expanding oncology pipeline.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

DoorDash is experiencing significant market volatility following a mix of earnings results that missed revenue and net income estimates but highlighted robust order volume growth. The community is actively debating the stock's future, with bulls pointing to strong operational scale and international expansion, while bears argue the company's high valuation and competitive pressures make it vulnerable in a tightening economy.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar is attracting significant attention as institutional investors and analysts focus on its domestic manufacturing advantage and potential insulation from Chinese import restrictions. The community is actively debating the company's valuation against its long-term project backlog, with ongoing discussions centered on how shifting tariff policies and AI-driven energy demand could act as powerful tailwinds for the stock.

Vertex Pharmaceuticals, Inc. is a global biotechnology company, which engages in the business of discovering, developing, manufacturing, and commercializing small molecule drugs for patients with serious diseases. The firm focuses on development and commercializing therapies for the treatment of cystic fibrosis, infectious diseases including viral infections such as influenza and bacterial infections, autoimmune diseases such as rheumatoid arthritis, cancer, inflammatory bowel disease and neurological disorders including pain and multiple sclerosis. The company was founded by Joshua S. Boger in 1989 and is headquartered in Boston, MA.

Vertex Pharmaceuticals, Inc.

Vertex Pharmaceuticals is in the spotlight following the announcement of a 10-billion-dollar agreement to acquire Crinetics, a move that the community is actively debating as a potentially significant premium for the company's rare disease and endocrine-focused pipeline. Investors are closely monitoring the integration of Crinetics' assets alongside existing market enthusiasm for the regulatory pathways of Vertex's broader therapeutic pipeline.

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$HEXO FYI AB45 will be signed into law by October 10 
 “After more than three years of stops and starts and difficult negotiations, the era of hemp CBD prohibition in California will soon be over, now that the California state legislature overwhelmingly approved AB45, a bill to legalize it this past week. Governor Newsom is expected to sign the bill by or before Oct. 10.”

“Twenty percent of the nation’s wellness market is California, and that will now open up to hemp extracts, cannabinoids and CBD, and that means huge opportunities for California farmers,” Miller said. “The era of CBD prohibition is over. … This is going to be a gold boom.”

“Although the new law would allow California hemp farmers to sell smokable flower out of state, the products couldn’t be sold in-state until lawmakers agree how to tax them.”

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HEXO Corp

 FYI AB45 will be signed into law by October 10 
 “After more than three years of stops and starts and difficult negotiations, the era of hemp CBD prohibition in California will soon be over, now that the California state legislature overwhelmingly approved AB45, a bill to legalize it this past week. Governor Newsom is expected to sign the bill by or before Oct. 10.”

“Twenty percent of the nation’s wellness market is California, and that will now open up to hemp extracts, cannabinoids and CBD, and that means huge opportunities for California farmers,” Miller said. “The era of CBD prohibition is over. … This is going to be a gold boom.”

“Although the new law would allow California hemp farmers to sell smokable flower out of state, the products couldn’t be sold in-state until lawmakers agree how to tax them.”

This is important for Hexo because Coors/Hexo joint venture, Truss, will be able to sell its Veryvell drinks in CA. Depending on the nature of the JV Hexo has in place to sell Redecan in California, they should also be able to ship out of California to sell their products. (They announced they will be selling Redecan in CA starting in January)
Also, once Hexo and their fortune 200 CPG are able to sell, they will be in California, Colorado and Canada straight away.