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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft.The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is driving intense retail and institutional engagement as market participants debate the massive valuation gap between current fundamentals and its long-term potential in space exploration and AI. The community is actively tracking the upcoming launch of options trading and the potential for a gamma squeeze, while investors remain split between riding the extreme momentum and cautioning against a bubble-like IPO performance.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is gaining significant attention as investors anticipate the upcoming launch of three next-generation BlueBird satellites, which are expected to scale commercial broadband connectivity for billions of users via partnerships with major mobile network operators. Community discourse is heavily focused on the companys competitive position against other space players, with discussions highlighting its ability to provide direct-to-smartphone connectivity without specialized hardware as a key differentiator.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is seeing significant momentum as analysts aggressively raise price targets, citing long-term HBM supply shortages and a structural shift in memory demand driven by AI infrastructure. While the community remains highly bullish and focused on potential post-earnings momentum, some participants are closely watching macroeconomic volatility and geopolitical headlines for signs of market rotation.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is trending due to its pivotal role in the AI data center supply chain, where strong demand for 800G and 1.6T optical transceivers is outpacing current manufacturing capacity. Community discussion is currently focused on the stock's high volatility and aggressive institutional call buying, with traders debating whether its recent price action represents a sustainable infrastructure-driven rerating or an overextended speculative bubble.

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 monitor the imminent closing of the Northern Data acquisition, a move widely viewed by the community as a major pivot into AI and cloud infrastructure that could significantly expand its GPU capacity. Market sentiment is heavily focused on the stock's high short interest and potential for a squeeze, with supporters pointing to institutional ties and upcoming management presentations as key catalysts for a valuation re-rate.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing a massive, momentum-driven rally fueled by strong demand in the AI memory cycle and institutional interest following index inclusion. The community is actively debating whether this represents a sustainable structural re-rating or an overextended bubble, with many traders closely watching for potential stock splits and earnings catalysts while others warn of a disorderly correction.

BioNTech SE operates as immunotherapy company, which engages therapies for cancer and other serious diseases. Its product pipeline include BNT162b2, BNT161, BNT164, FixVac, iNeST, RiboMabs, CAR-T Cells, TCRs and Next-Gen CP Immunomodulators. The company was founded by Christopher Huber, Oezlem Tuereci, and Ugur Sahin on June 2, 2008 and is headquartered in Mainz, Germany.

BioNTech SE - ADR

BioNTech is trending as investors react to the company's Q1 2026 earnings, which featured a significant leadership transition with the departure of its co-founders and weaker-than-expected revenue guidance. Despite these near-term headwinds and ongoing debate regarding the company's oncology pipeline efficacy, the community remains divided, with bulls highlighting its massive cash position and potential for oncology market disruption, while bears express concern over the company's pivot strategy and operational losses.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is trending following a significant leadership transition, with the market reacting to the unexpected departure of CEO Mike Lyons for Truist and the appointment of Takis Georgakopoulos as his successor. Investors are actively debating the company's valuationtrading at historically low multipleswith some community members highlighting the potential for a long-term turnaround while others express frustration over severe drawdown and structural concerns.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is trending as the company secures a new distribution agreement with NBCUniversal, restoring key sports and entertainment channels that had been absent for months. While management touts the deal and Disney's majority stake as long-term catalysts for profitability, the community remains sharply divided, with many retail investors expressing deep skepticism over historical stock performance, executive share sales, and the potential for future share dilution.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is gaining significant market attention as traders bet on the scalability of its AXON AI-powered advertising engine ahead of a key platform launch. The community is actively debating the stock's valuation relative to its high cash-flow margins, with many focused on whether current technical support levels provide an attractive entry point for long-term growth compounding.

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Here’s my theory on oil/gas in 2027 as the real economy collapses. 

Well before this Iran conflict occurred, I started increasing my energy tickers and portfolio weight. 
This is and was all in preparation for late 2026 and early 2027. 
The strait of Hormuz has only been the noise, the real issues are much greater. 

Energy costs will cripple corporate earnings as each quarter passes into mid 2027. This will also start to interfere with the AI buildout and other infrastructure plans.

The only thing keeping this economy going right now is debt that can’t be paid back. 
How long can that last?

Just look at the US government debt alone. 
Then throw in state, municipal, corporate, small businesses, individuals and you get debt overload that will fail.

2026 is the best year to sell assets of value. 
We will enter a slow decline in assets values the next several years.

Will my timing be perfect, No, but will debt be the next cause of collapse? Yes.
Get ready.

Reggie

waterboy1990

David B

Let's get cooking

Mike

Alex

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SPDR Oil & Gas Exploration & Production ETF

Energy Select Sector SPDR Fund

APA Corporation

Devon Energy Corp.

VAALCO Energy, Inc.

 

Here’s my theory on oil/gas in 2027 as the real economy collapses. 

Well before this Iran conflict occurred, I started increasing my energy tickers and portfolio weight. 
This is and was all in preparation for late 2026 and early 2027. 
The strait of Hormuz has only been the noise, the real issues are much greater. 

Energy costs will cripple corporate earnings as each quarter passes into mid 2027. This will also start to interfere with the AI buildout and other infrastructure plans.

The only thing keeping this economy going right now is debt that can’t be paid back. 
How long can that last?

Just look at the US government debt alone. 
Then throw in state, municipal, corporate, small businesses, individuals and you get debt overload that will fail.

2026 is the best year to sell assets of value. 
We will enter a slow decline in assets values the next several years.

Will my timing be perfect, No, but will debt be the next cause of collapse? Yes.
Get ready.