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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is experiencing high volatility as investors weigh strong revenue growth and a massive $104 billion backlog against ongoing concerns regarding high capital expenditures and debt. The community remains deeply divided, with bulls pointing to accelerating AI infrastructure demand while bears express skepticism over sustained cash burn and profitability.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is seeing significant social media activity following an earnings report that featured a revenue guidance raise and bottom-line outperformance, fueling intense debate between bulls citing AI demand and shorts highlighting governance concerns. Investors are actively discussing the stock's volatility and the disparity between its strong financial outlook and its relatively subdued market reaction.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as investors aggressively monitor the highly anticipated 80th event trigger for its REGAL Phase 3 clinical trial, with community sentiment sharply divided between buyout speculation and skepticism over the extended trial timeline. The company's recent filing highlighting strong cash reserves, minimal dilution, and expanded preclinical work in pancreatic cancer has intensified community debate, as traders weigh these bullish fundamentals against the binary risks of an imminent final analysis.

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 ($UAMY) is trending following a significant quarterly revenue miss and a reduction in full-year guidance, which has fueled widespread investor frustration and concerns over management's execution. While some in the community see the current price drop as a discount for long-term holders, others are actively debating the company's reliance on government contracts and the lack of clarity regarding its strategic pivot toward domestic independence.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is seeing increased trading activity as investors speculate on potential government contracts and upcoming earnings, with the community closely tracking its competitive position relative to other major players in the space sector. Market participants are actively discussing the impact of broader industry developments and heavy institutional interest as the stock navigates a volatile period leading into its next financial update.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is seeing elevated volatility as investors weigh strong earnings and data center demand against sector-wide concerns, including potential trade restrictions on optical components. The community remains divided, with many traders actively discussing the stock's long-term growth prospects as a photonics leader versus the risk of a technical correction.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending following a strong quarterly earnings report that featured a double beat on revenue and earnings, driven by robust store traffic and growth in same-restaurant sales. The community is actively debating the stock's premium valuation versus its long-term potential as a category-leading national brand, while investors closely monitor institutional sentiment and guidance.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending following impressive quarterly earnings that featured strong revenue growth and increased financial guidance, driving significant investor optimism. The community is actively discussing the company's manufacturing expansion and its role in critical defense and aerospace supply chains, with many expressing bullish sentiment on its long-term growth potential.

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 weigh explosive demand for AI infrastructure against concerns over high capital expenditures and dilution risks, with the community closely tracking upcoming earnings for validation. The stock remains a focal point for intense debate, as market participants actively bet on a potential short squeeze while monitoring the influence of high-profile short-sellers and institutional stake-building.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNav is trending due to heightened investor anticipation surrounding the FCC's potential approval of its spectrum reconfiguration, which remains a key catalyst despite recent legislative and industry-driven delays. The community is actively debating the significance of ongoing regulatory processes and spectrum valuation, with sentiment currently split between high-conviction bullishness regarding the company's PNT technology and concerns over the complex, long-term political hurdles.

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American Resources' ReElement unit expands workforce ahead of Indiana commissioning

American Resources' ReElement unit expands workforce ahead of Indiana commissioning...

AREC's ReElement Gets $25M to Expand Domestic Rare Earth Refining Hub 

American Resources secures $25M from the U.S. Department of War to expand rare earth refining in Indiana, boosting domestic critical mineral supply for defense. 

Tuesday Sector Leaders: Metals & Mining, Precious Metals

In trading on Tuesday, metals & mining shares were relative leaders, up on the day by about 3.7%. Leading the group were shares of Niocorp Developments, up about 10.9% and shares of American Resources up about 8.4% on the day.

Also showing relative strength are precious me...

American Resources Chosen by U.S. DOE for Rare Earth Recovery Pilot 

AREC enters DOE award negotiations for a pilot project to recover rare earths from coal byproducts, advancing an integrated U.S. critical minerals supply chain. 

American Resources' EMCO Builds Battery Recycling Capacity 

AREC's EMCO procured its first battery shredding line, expanding lithium-ion battery recycling and advancing a domestic critical minerals supply chain. 

REX American Resources Corporation Q1 2026 Earnings Call Summary

REX American Resources Corporation Q1 2026 Earnings Call Summary...

REX American Resources Corporation Bottom Line Advances In Q1

(RTTNews) - REX American Resources Corporation (REX) revealed a profit for its first quarter that Increased, from the same period last year...

White House And Pentagon Clash Over $80M ReElement Critical Minerals Deal

White House And Pentagon Clash Over $80M ReElement Critical Minerals Deal

 The Pentagon is reconsidering an $80 million conditional loan to rare-earths refiner ReElement Technologies, raising tensions with the White House over efforts to reduce US reliance on China for critical...

American Resources, POSCO form Joint Venture for US Rare Earth supply chain

American Resources, POSCO form Joint Venture for US Rare Earth supply chain...

AREC Stock Jumps After Rare Earth Pivot – And Drops Its ‘Going Concern’ Warning

Equity

American Resources filed an annual report with the U.S. Securities and Exchange Commission for the year 2025 and stated that it has deconsolidated its legacy coal operations and ReElement Technologies, while maintaining a strategic ownership interest and partnership position.

American Resources Corp. engages in the extraction, processing, transportation, and distribution of metallurgical coal to the steel industry. It focuses on the operation of coal mining complexes located primarily within Pike, Knott, and Letcher Counties, Kentucky, and Wyoming County, West Virginia. The company was founded in 2006 and in headquartered in Fishers, IN.

American Resources Corporation - Ordinary Shares - Class A

Extremely 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.

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ARECAmerican Resources Corporation - Ordinary Shares - Class A

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