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Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Run Inc. is currently attracting strong attention as investors draw parallels between its business model and established AI infrastructure leaders, with the community closely tracking its recent multi-million dollar contract with Thinking Machines Lab. Sentiment remains largely bullish as traders focus on the company's contracted revenue backlog and its status as an NVIDIA preferred cloud partner, though discussions remain hyper-focused on managing volatility and monitoring potential institutional accumulation.

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 shares are experiencing high volatility as investors weigh strong earnings and record revenue against a broader semiconductor sector sell-off and cooling AI demand expectations. While the community is split between bullish buyers looking to add to positions and those concerned that the stock is fully priced or vulnerable to macro headwinds, many are actively debating the sustainability of current AI infrastructure spending.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is trending as investors debate the impact of the upcoming lockup expiration on the fund's price performance and potential for continued volatility. Community discussion remains heavily polarized between those holding for long-term exposure to private AI leaders and those who believe the fund's current trading price reflects an excessive premium compared to its underlying net asset value.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

LightPath Technologies is trending as investors focus on its critical role in defense-tech supply chains, particularly through its BlackDiamond germanium-replacement technology and its involvement in major counter-UAS and missile programs. Market participants are actively tracking the stock's inclusion in the Russell 2000 index, ongoing institutional accumulation, and the strategic importance of its positioning within the domestic defense and aerospace manufacturing base.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is trending as investors react to a significant revenue beat in their latest quarterly report, even as the community remains divided over management's ability to convert government interest into immediate contract wins. While some social media discourse highlights technical strength and sector-wide bullishness, vocal skepticism persists regarding insider sales and the company's long-term path to profitability.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is seeing intense market volatility and significant short interest following an earnings-driven surge, as retail traders clash with institutions over the company's valuation and potential for future capital raises. The community remains sharply divided, with bulls pointing to record bookings and AI-adjacent growth prospects while bears highlight insider selling and high price-to-sales multiples as signals for a major pullback.

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Tradr 2X Long SNDK Daily ETF

Investors are aggressively trading the Tradr 2X Long SNDK Daily ETF ($SNXX) due to extreme volatility and momentum in the underlying SanDisk stock. The community is actively debating the risks of leveraged decay and the potential for short squeezes, with many traders using technical setups and high-volume triggers to scalp rapid intraday moves.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit Inc. is trending as the community reacts to the official announcement that the stock will be added to the S&P 500 index. Investors are actively debating the potential for a short squeeze and institutional buying demand, while others remain focused on the company's long-term growth potential and data monetization strategies.

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Lingo, magicJack, Marconi Wireless, United Online (UOL), and Consumer Products. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Lingo segment offers a global cloud or unified communications and managed service provider to Enterprise and Small to Medium Businesses in the United States. The magicJack VoIP segment is a non-interconnected Voice-over-IP (VoIP) cloud-based communications service provider that offers related devices and subscription services within the United States and Canada. The Marcon segment is a mobile virtual network operator that provides mobile phone voice, text, and data services and devices using the Credo Mobile brand. The United Online segment is an Internet access provider that offers dial-up and digital subscriber line services under the NetZero and Juno brands across the United States. The Consumer Products segment generates revenue through sales of laptop and computer accessories. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial is trending as investors weigh significant institutional buying and potential catalysts, including equity stake valuations in SpaceX and Babcock & Wilcox, against ongoing concerns about the company's maturity wall and management credibility. While some community members are optimistic that institutional activity and strong core performance will drive a rebound, others remain frustrated by the stock's stagnant price action, dilution fears, and the lack of a clear strategy to address upcoming debt maturities.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCryst Pharmaceuticals is facing a significant sell-off as traders unwind positions following unconfirmed takeover rumors and a period of technical resistance. The community remains deeply divided, with many expressing frustration over the stock's lack of sustained momentum, while some bargain hunters focus on the company's shift toward an external innovation model and long-term pipeline catalysts.

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American Oncology Network, Inc. engages in the provision of community-based oncology management. The firm provides various services to patients, including laboratory services for routine and specialized testing, in-house professional and technical pathology services with pathology reports, in-house specialty pharmacy services with patient education, financial assistance, and 24/7 patient assistance, and care management support services, including nutrition guidance. The company was founded in 2018 and is headquartered in Fort Myers, FL.

American Oncology Network Inc - Ordinary Shares - Class A

Neutral 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.

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