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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing intense market momentum following an announcement of $2.8 billion in new AI cloud contracts and an upward revision to its revenue targets, which has triggered heavy trading volume and high interest from investors navigating a volatile sector. The community is actively debating the stock's future, with bulls highlighting the company's strong cash position and high contract visibility while bears remain focused on potential dilution and the need for sustained execution to justify the valuation.

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 trending as investors react to the launch of 'Thunder,' a jointly developed autonomous VTOL platform with Anduril Industries, while the community remains divided over the company's long-term commercial viability and the technical hurdles of achieving piloted transition flight. Discussions are dominated by speculation regarding potential defense contracts and the significance of the company's cash reserves, with sentiment split between believers in a high-upside aerospace pivot and skeptics concerned by persistent stock volatility and certification delays.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is currently trending as investors debate the stock's valuation and long-term potential following recent volatility, with community sentiment sharply divided between those viewing the pullback as a generational buying opportunity and those skeptical of its commercial progress. Discussions are heavily focused on the company's position within the U.S. quantum industrial base, its role in defense-related initiatives, and comparisons to peers like Infleqtion that are increasingly involved in government-led quantum sensing legislation.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is trending as investors grapple with significant selling pressure from former TopBuild shareholders and broader macro headwinds like interest rate uncertainty and geopolitical tensions. Despite the resulting share price stagnation, many in the community remain bullish, viewing the recent volatility as a temporary mechanical dislocation that offers a long-term entry point for a company led by a highly regarded management team.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors react to Nvidia's disclosure of a 9.3% passive stake, reinforcing the company's position as a key player in the AI cloud infrastructure sector. Community members are actively debating the stock's long-term potential versus short-term volatility, with many highlighting the stock's recent price recovery, analyst upgrades, and the strategic importance of its expanding GPU compute capacity.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is facing intense volatility as semiconductor investors grapple with a combination of geopolitical tensions in the Middle East and concerns over the ROI of mega-cap AI infrastructure spending. Community sentiment remains sharply divided, with many traders debating whether the current selloff represents a healthy market reset or a structural bursting of the AI bubble, while others actively look to capitalize on the price swings.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

Semiconductor ETFs are seeing significant volatility as investors weigh record institutional inflows against concerns over whether AI infrastructure spending, specifically for data centers, is becoming overstretched. While technical indicators show the sector testing key support levels, the broader community remains divided between those capitalizing on dip-buying opportunities and others bracing for a deeper corrective retracement due to lingering geopolitical and monetary policy headwinds.

Immix Biopharma, Inc. operates as a biopharmaceutical company that engages in the development of therapies for cancer and inflammatory diseases. The company was founded by Ilya Rachman, Sean Senn, and Vladimir Torchilin in 2012 and is headquartered in Los Angeles, CA.

Immix Biopharma Inc

IMMX is trending following the unexpected termination of its Chief Medical Officer, who was revealed to be a fugitive under an alias, sparking significant debate about governance and recruitment risks. Despite the corporate drama, community sentiment remains largely resilient, with investors emphasizing that the company's core scientific pipeline and trial data remain unaffected and viewing the resulting stock dip as a potential buying opportunity.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

Trulieve Cannabis Corp is currently trending as the cannabis sector braces for the conclusion of DEA administrative hearings, with investors actively discussing potential federal rescheduling and the company's expansion into DEA-registered medical pharmacies. Sentiment remains divided as the community debates whether the stock is undergoing an accumulation phase ahead of anticipated growth or remains vulnerable to broader market volatility and short-selling pressure.

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 Corp is seeing significant volatility as retail and institutional investors debate whether the recent sharp pullback from record highs represents a buying opportunity in a robust AI memory cycle or a sign of deeper structural risks. The community is actively tracking institutional accumulation, high-volume options activity, and the potential impact of sector-wide rotations as they watch for a bottom ahead of upcoming earnings.

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Almonty to Voluntarily Delist From TSX

Almonty Industries Inc. (Almonty or the Company) (NASDAQ: ALM) (TSX: AII) (ASX: AII) (Frankfurt: ALI1), a leading global producer of tungsten concentrate, today announced that it will voluntarily delist the common shares of the Company (the Common Shares) from the Toronto Stock Exchange (the TSX...

A Junior Just Flew 2,320 Line-Kilometres Over Northern BC and Found Out Its Scattered Showings Were One System All Along

A Junior Just Flew 2,320 Line-Kilometres Over Northern BC and Found Out Its Scattered Showings Were One System All Along A Junior Just Flew 2,320 Line-Kilometres Over Northern BC and Found Out Its Scattered Showings Were One System All Along PR Newswire VANCOUVER, BC, July 17, 2026 Issued on behalf...

Nevada Tungsten District Gets Its First Modern Geophysical Map, and It Found Something New

Nevada Tungsten District Gets Its First Modern Geophysical Map, and It Found Something New Nevada Tungsten District Gets Its First Modern Geophysical Map, and It Found Something New PR Newswire VANCOUVER, BC, July 15, 2026 Issued on behalf of Western Star Resources Inc.USA News Group News...

All You Need to Know About Almonty Industries Inc. (ALM) Rating Upgrade to Buy

Almonty Industries Inc. (ALM) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Is Almonty Industries Inc. (ALM) Stock Outpacing Its Basic Materials Peers This Year?

Here is how Almonty Industries Inc. (ALM) and Kronos Worldwide (KRO) have performed compared to their sector so far this year.

Almonty Expands Sangdong Tungsten Offtake Agreement with Global Tungsten & Powders to US$490 Million in Contracted Annual Revenue at Current APT Pricing

Almonty Industries Inc. (Almonty or the Company) (NASDAQ: ALM) (TSX: AII) (ASX: AII) (Frankfurt: ALI1), a leading global producer of tungsten concentrate, today announced that it has entered into an amendment (the Amendment) to its long-term offtake agreement (the Agreement) with Global Tungsten...

Almonty Commences Processing Operations at Sangdong Mine, Marking Transition to Saleable Tungsten Concentrate Production

Almonty Industries Inc. (Almonty or the Company) (NASDAQ: ALM) (TSX: AII) (ASX: AII) (Frankfurt: ALI1), a leading global producer of tungsten concentrate, today announced the commencement of processing plant throughput operations at its Sangdong Mine in Gangwon Province, South Korea. During June...

Almonty Industries Joins Large-Cap Russell 1000 Index and Broad-Market Russell 3000 Index

Almonty Industries Inc. (Almonty or the Company) (NASDAQ: ALM) (TSX: AII) (ASX: AII) (Frankfurt: ALI1), a leading global producer of tungsten concentrate, today announced that it has joined the large-cap Russell 1000 Index and the broad-market Russell 3000 Index, effective with the opening of...

A Nevada Tungsten Comeback Story Just Got Its First Modern Map -- and the Drill Targets Are Taking Shape

A Nevada Tungsten Comeback Story Just Got Its First Modern Map -- and the Drill Targets Are Taking Shape A Nevada Tungsten Comeback Story Just Got Its First Modern Map -- and the Drill Targets Are Taking Shape PR Newswire VANCOUVER, BC, June 17, 2026 Issued on behalf of Western Star Resources...

Almonty Industries Provides Update on Large-Scale Drilling Program at Sangdong Molybdenum Project

Almonty Industries Inc. (NASDAQ: ALM) (TSX: AII) (ASX: AII) (Frankfurt: ALI1), a leading global producer of tungsten concentrate, today announced an update on its large-scale drilling program at the Sangdong Molybdenum Project adjacent to Almontys Sangdong Mine in Yeongwol, Gangwon Province, South...

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

Bullish Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.07	--	--	N/A
Q1 '26	$0.01	-$0.01	-221.88%	MISSED
Q4 '25	-$0.00	-$0.36	-79001.77%	MISSED
Q3 '25	-$0.00	$0.09	3836.55%	BEAT
Q2 '25	-$0.01	-$0.22	-2497.79%	MISSED

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Upcoming Earnings: Q2 '26

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