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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 actively discussed following its submission of a consolidated application for deep-sea polymetallic nodule mining to NOAA, a process now streamlined by updated US regulations. The community is highly bullish, interpreting this as a critical step towards commercialization and a national security imperative to secure vital minerals, with many anticipating rapid permit approval and significant share price upside. Talk of a potential short squeeze is also prevalent, as investors believe government support solidifies TMC's position as a key player in securing essential resources.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth (USAR) is generating significant buzz following reports of a substantial planned investment from the US government, which includes an equity stake aimed at strengthening the domestic rare earth supply chain. This is further amplified by news of an upcoming rare earth metals and alloys production facility in France, bolstered by government support. The community is actively discussing the potential for a massive stock surge and a short squeeze, reflecting strong sentiment around the company's strategic importance in securing critical mineral resources.

Cadrenal Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in developing novel therapy. It develops tecarfarin, a novel therapy with orphan drug indication, designed for the prevention of systemic thromboembolism of cardiac origin in patients with end-stage renal disease and atrial fibrillation. The company was founded by Quang X. Pham and Matthew K. Szot on January 25, 2022 and is headquartered in Ponte Vedra, FL.

Cadrenal Therapeutics Inc

Cadrenal Therapeutics, Inc.

Cadrenal Therapeutics is gaining attention due to recent advancements in its pipeline, including significant progress in tecarfarin manufacturing and a collaboration with Abbott for its pivotal Phase 3 trial targeting LVAD patients. While some investors are optimistic about its potential in the anticoagulation market, community sentiment also highlights concerns around the company's cash position, recent offerings, and the notable presence of bot activity amplifying its trend.

Vanguard Group, Inc. - Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF

The Vanguard Total Stock Market ETF is a focal point for market sentiment, as investors closely monitor how evolving government policy and trade dynamics influence the broader economy. Community discussions reflect a blend of anxiety over sustained economic pressures like inflation and job market shifts, alongside debates about indexing's enduring value amid sector-specific growth trends. This comprehensive fund remains a key indicator of the overall market's reaction to macro-level developments.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as intense debate erupts over a recent fatal shooting involving federal agents in Minneapolis. Community members are sharply divided, with some condemning the incident as an unjustified act against a citizen and others defending the agents' response to alleged interference with federal operations. This contentious event fuels broader discussions about federal authority and political polarization, potentially impacting ongoing government funding debates.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing heightened volatility driven by global market uncertainty, including US political gridlock potentially leading to a government shutdown and new tariff threats. The community remains fiercely divided, with many anticipating further declines while a persistent bullish contingent views current price points as key accumulation zones. This tension is further amplified by ongoing discussions regarding the role of institutions and the asset's performance against traditional safe havens.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the following segments: Advanced Technology Solutions (ATS), and Connectivity and Cloud Solutions (CCS). The Advanced Technology Solutions (ATS) segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The Connectivity and Cloud Solutions (CCS) segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is trending due to recent market reports suggesting a potential shift in a major customer's assembly work, which many in the community are actively debating as a strategic play to acquire shares at a lower valuation. Despite this volatility, investors are highlighting the company's strong fundamentals and critical role in the expanding AI and data center infrastructure, with high anticipation for its upcoming earnings report to reaffirm its market leadership.

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 Tempe, AZ.

First Solar Inc

First Solar is trending as the market anticipates a Supreme Court tariff ruling expected to bolster its U.S.-manufactured, China-independent solar panels against imports, a critical advantage amidst rising global energy demand. Community discussions highlight FSLR's unique cadmium telluride technology and domestic supply chain as key assets for powering the rapidly expanding AI data center sector. Recent analyst upgrades and a robust earnings outlook, despite some volatility, are reinforcing its position as a favored clean energy play.

Mobileye Global, Inc. engages in the business of developing and deploying driver assistance systems and autonomous driving technologies and solutions. It operates under the Mobileye and Other segments. The company was founded by Amnon Shashua and Ziv Aviram in 1999 and is headquartered in Jerusalem, Israel.

Mobileye Global Inc - Ordinary Shares - Class A

MOBILEYE GLOBAL INC

Mobileye is prominently discussed after its Q4 earnings report revealed a weaker 2026 revenue and operating income guidance, overshadowing beats on current revenue and EPS, which has triggered a notable stock decline. Community sentiment is deeply divided, with many criticizing the company's recent $900 million acquisition of Mentee Robotics as a questionable foray into humanoid AI given its current financial outlook and the dilution it entails. While some view the sharp dip as a long-term buying opportunity in the autonomous vehicle and robotics space, a significant portion of the conversation points to ongoing bearishness and concerns about the company's immediate future.

Oasis is a layer-one blockchain built to support confidential applications at scale. It’s home to Sapphire, the world’s first private EVM network, Oasis Privacy Layer, a cross-chain privacy solution for any EVM dApp, and Runtime Offchain Logic, a framework that brings trustworthy off-chain computing, onchain. Powered by its ROSE token, Oasis leverages a unique layered architecture and native rollup support, making it ideal for use cases in AI, DeFi, DAOs, gaming, and more.

Oasis Network

Oasis Network ($ROSE) is drawing significant attention for its pivotal role in privacy-preserving AI and Web3, highlighted by ongoing developments in confidential smart contracts and strategic ecosystem integrations. The community is actively discussing its potential as an undervalued asset, with many accumulating due to strong conviction in its long-term utility and an anticipated rebrand. This strong bullish sentiment positions ROSE for significant growth as demand for digital privacy solutions continues to surge in the AI era.

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Applied Molecular Transport, Inc. is a clinical-stage biopharmaceutical company, which engages in the design and development of a pipeline of novel oral biologic product candidates for the treatment of autoimmune, inflammatory, and metabolic diseases. The company was founded by Tahir Mahmood on November 21, 2016 and is headquartered in Menlo Park, CA.

Applied Molecular Transport Inc

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Earnings season is heating up, and several major companies report next week, including Microsoft, Apple, Tesla, and Meta. Which are you most excited for?

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