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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 rallying following the disclosure of over $2.8 billion in new AI cloud contracts and an increased annualized revenue target, which has sparked significant discussion regarding the company's customer diversification and reduced dilution risks. Investors are closely tracking these developments as proof of successful execution in the AI infrastructure sector, while the community remains divided between those anticipating a short squeeze and others questioning the long-term impact of potential share issuance.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as investors aggressively rotate back into mega-cap tech, fueled by positive analyst price target hikes and optimism surrounding AWS's long-term dominance in the AI infrastructure and cloud computing landscape. Despite some short-term volatility, the community is actively debating the company's massive capital expenditure plans and its potential to monetize AI through its deep-rooted enterprise ecosystem.

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 N.V. is trending as investors digest a confirmed 9.3% passive stake disclosure from Nvidia, which has sparked intense debate over the stock's long-term valuation and potential for a short squeeze. Community sentiment is deeply divided, with bulls pointing to the company's aggressive infrastructure build-out and institutional backing as a foundation for future growth, while bears express skepticism regarding the company's business model and recent price volatility.

Conagra Brands, Inc. engages in the manufacture and sale of processed and packaged foods. It operates through the following segments: Grocery and Snacks, Refrigerated and Frozen, International, and Foodservice. The Grocery and Snacks segment includes branded, and shelf stable food products sold in various retail channels in the United States. The Refrigerated and Frozen segment is composed of branded, and temperature-controlled food products sold in various retail channels in the United States. The International segment offers branded food products in various temperature states, sold in various retail and foodservice channels outside of the United States. The Foodservice segment focuses on branded and customized food products, including meals, entrees, sauces, and a variety of custom-manufactured culinary products packaged for sale to restaurants and other foodservice establishments in the United States. The company was founded by Alva Kinney and Frank Little in 1919 and is headquartered in Chicago, IL.

Conagra Brands Inc

Conagra Brands is trending as investors weigh its significant dividend yield against structural headwinds and recent insider buying, while the community intensely debates whether the stock is a deep-value opportunity or a dividend trap. Sentiment is split between those accumulating shares at multi-year lows for a potential turnaround and others fearful that the company's dividend is unsustainable given ongoing margin pressures.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is attracting significant investor attention as the company officially transitions into revenue generation, headlined by the successful delivery of antimony ingots under its multi-million dollar defense contract and the commissioning of a new critical minerals flotation mill. Community sentiment remains highly polarized, with intense debates focusing on whether the stock is a long-term strategic play positioned to benefit from domestic supply chain security or a manipulated asset prone to dilution.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BitMine Immersion Technologies is trending as investors debate management's aggressive share buyback program and slowing Ethereum accumulation, with community sentiment deeply divided between long-term confidence in the company's treasury strategy and frustration over persistent stock dilution. Discussion is heavily focused on the company's proximity to its 5% Ethereum supply target and the impact of these capital allocation decisions on shareholder value.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is trending as investors debate the sustainability of recent price action, with some citing positive monthly metrics and an anticipated short squeeze, while skeptics point to persistent price suppression and concerns over management. The community remains deeply divided, balancing long-term bullish outlooks based on global expansion against frustration over the stock's inability to break through key technical resistance levels.

Goodyear Tire & Rubber Co. engages in the development, manufacture, distribution, and sale of tires. It operates through the following geographical segments: Americas, Europe, Middle East, and Africa, and Asia Pacific. The Americas segment is involved in the development, manufacture, distribution, and sale of tires and related products and services in North, Central, and South America. The Europe, Middle East, and Africa segment focuses on the development, manufacture, distribution, and sale of tires for automobiles, trucks, buses, aircraft, motorcycles, earthmoving, mining, and industrial equipment throughout Europe, the Middle East, and Africa. The Asia Pacific segment refers to the development, manufacture, distribution, and sales of tires for automobiles, trucks, buses, aircraft, farm, earthmoving, mining, and industrial equipment throughout the Asia Pacific region. The company was founded by Frank A. Seiberling on August 29, 1898 and is headquartered in Akron, OH.

Goodyear Tire & Rubber Co.

Goodyear Tire & Rubber Co. is currently trending as investors debate its potential as a deep-value turnaround play, with many in the community highlighting the stock's significant discount to historical value and assets despite ongoing operational challenges. Traders are actively monitoring technical support levels and insider sentiment, while discussions remain polarized between those betting on a long-term recovery driven by strategic restructuring and skeptics concerned about the company's debt load and market volatility.

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 seeing intense trading volume and heightened investor interest as the community reacts to its recent expansion into counter-UAS systems via its DZYNE Technologies division and a new defense contract. While bulls focus on growing backlog and potential short-squeeze dynamics amid elevated borrow costs, bears remain skeptical, citing continued stock dilution and the need for stronger execution on financial guidance.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as investors debate the impact of potential industry-wide CPO production delays on the company's immediate demand for its optical engine solutions. While community sentiment is heavily polarized between skeptics questioning management's commercialization timelines and long-term bulls highlighting the company's substantial cash position and production roadmap, the stock remains a focal point for those monitoring the broader AI infrastructure and optical networking sector.

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Arco Platform Ltd. engages in the provision of complete pedagogical system with technology-enabled features to deliver educational content to private schools and students. It operates through the following segments: Core and Supplemental. The Core segment provides solutions that address the Brazilian K-12 curriculum requirements through a personalized and interactive learning experience. The Supplemental segment is involved primarily in English as a second language, technological solutions for communication, Learning Management System platform, and content to develop socio emotional skills. The company was founded by Ari de Sá Cavalcante Neto in 2004 and is headquartered in Consolacao, Brazil.

Arco Platform Ltd - 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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