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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 announcement of $2.8 billion in new multi-year AI cloud contracts and an increased year-end annualized run-rate revenue target, which has helped ease investor concerns regarding dilution and capital funding. Community sentiment has shifted sharply from bearish to bullish, with investors actively discussing potential short squeezes and the company's improved revenue visibility as it transitions into a dedicated AI infrastructure provider.

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 a disclosed 9.3% passive stake from NVIDIA, fueling speculation about the company's long-term potential as a critical AI cloud infrastructure provider. The community is actively debating the stock's future, weighing significant analyst price target upgrades and major debt financing news against intense volatility and heavy short interest.

Chainlink is the industry-standard decentralized oracle network that solves the "oracle problem" by connecting smart contracts with real-world data. Blockchains cannot access external information on their own, so Chainlink acts as a secure bridge, enabling smart contracts to react to real-world events using verified, tamper-proof data. It is widely considered one of the first decentralized oracle networks and is the market leader in bringing off-chain data on-chain.  The platform operates through a decentralized network of nodes that fetch, validate, and deliver data to smart contracts. When a contract requests information like a stock price, a committee of independent nodes retrieves and aggregates the data to reach consensus, then delivers a single trustworthy answer. Chainlink offers a suite of services including Data Feeds for asset prices, CCIP for cross-chain token transfers and messaging, Automation for triggering smart contract functions, and Proof of Reserve for verifying asset collateralization.  Chainlink has established itself as critical infrastructure for both DeFi and institutional adoption, with partnerships including Swift, Euroclear, Mastercard, UBS, ANZ, Fidelity International, and J.P. Morgan. Its institutional products include the Chainlink Runtime Environment for tokenized asset workflows, Confidential Compute for privacy-preserving computation, and the Automated Compliance Engine for embedding regulatory rules into smart contracts.  The LINK token is the native asset used to pay node operators for services, fund subscription accounts, and incentivize network security through staking. Node operators stake LINK as collateral, which can be slashed if they provide inaccurate data. Chainlink was co-founded in 2017 by Sergey Nazarov and Steve Ellis, who co-authored the white paper with Ari Juels, and raised $32 million in its September 2017 ICO.

ChainLink

Chainlink is trending as investors debate its long-term potential as essential financial infrastructure versus its underwhelming price action compared to recent market developments. Community sentiment is deeply divided between long-term holders highlighting its role in major institutional partnerships and frustrated traders pointing to supply concerns and stagnant price performance.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global Inc is trending as investors react to ongoing geopolitical instability in the Strait of Hormuz, which continues to heighten global LNG supply concerns and sustain premium spot pricing. The community is actively debating the stock's potential for a short squeeze ahead of earnings, focusing on the company's export capacity and its ability to capitalize on wider spreads between domestic gas prices and international market demand.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is experiencing high volatility as investors weigh the impact of an expanded Microsoft partnership and the upcoming Advancing AI event against broader semiconductor sector rotation. The community is sharply divided, with bulls pointing to long-term data center growth and hyperscaler demand while bears express concern over valuation stretch and intense algorithmic trading activity.

Barrick Mining Corp. engages in the production and sale of gold, copper, and related activities. It also provides exploration and mining development. It operates through the following business segments: Carlin, Cortez, Turquoise Ridge, Pueblo Viejo, Loulo-Gounkoto, Kibali, Veladero, North Mara, Bulyanhulu, and Other Mines. The company was founded by Peter D. Munk in 1983 and is headquartered in Toronto, Canada.

Barrick Mining Corp.

Barrick Mining Corp

Barrick Mining Corp is trending as investors weigh its ongoing dual-focus on gold and copper against rising regional geopolitical tensions, specifically in the Middle East. The community is actively discussing Barrick's positioning as a commodity-heavy stock amidst potential inflationary pressures and the strategic importance of its mining assets.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital Inc. is trending as investors aggressively buy the dip in the AI infrastructure sector, spurred by contract-driven growth and a belief that companies with secured power and data center execution will capture massive demand. Community sentiment is heavily polarized between long-term bulls highlighting undervalued assets and bears concerned about sector-wide volatility and potential overcapacity.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending ahead of its pivotal second-quarter earnings report as investors closely monitor its massive AI-related capital expenditures and cloud business performance. The community is actively debating whether Alphabets investments will yield sustainable returns or represent a technology bubble, while also tracking reports of potential delays to the Gemini 3.5 Pro model.

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 experiencing heightened investor attention and volatility, driven by community debate over the company's long-term commercialization strategy, potential government contract catalysts, and comparison to other emerging quantum technology firms. Investors remain divided between bullish long-term sentiment regarding trapped-ion scalability and bearish concerns over current valuation relative to revenue generation.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is trending as investors react to the company's strategic move to bolster its intellectual property through a new U.S. Orange Book patent listing for Miplyffa, which extends market exclusivity through 2041. The community is actively discussing the stock's significant upside potential following a series of bullish analyst upgrades and price target increases, while remaining focused on the upcoming European Medicines Agency decision as a key catalyst.

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GNS Stock Gains On First Investments Into SpaceX, OpenAI, Anthropic For $100M AI Treasury

Cryptocurrency

The portfolio also provides smaller exposures to other private companies, including Shield AI, Anduril, Kraken, Canva and Epic Games.

IPO-Bound Anthropic Is Reportedly Teaming Up With Blackstone, Goldman Sachs In $1.5B Joint Venture To Sell AI 

Equity

The JV aims to push Anthropic services to private-equity backed companies, The Wall Street Journal reported, adding that the deal could be formally announced on Monday.


SpaceX Starlink Glitch Strikes In Space – Zero Risk To Moon Mission

Starlink said that it will continue to monitor the satellite and coordinate with NASA and the U.S. Space Force following the incident.


Anthropic’s Paid Users Reportedly Doubled Ahead Of IPO – Retail Piles Into Proxy Funds

Retail investors are increasingly eyeing exchange-traded and private funds that offer exposure to Anthropic ahead of its potential IPO in the fourth quarter.


Anthropic's IPO Said To Be Coming As Early As October — Here's How To Pick Up A Stake Before It Goes Public

Anthropic is billed as one of the biggest forthcoming IPOs this year.


Want In On SpaceX Before The IPO? Here Are 5 Funds That Already Own It

Investors are increasingly turning to a handful of listed funds that already hold stakes in SpaceX as one of the few ways to gain exposure before the company begins trading publicly.

When Elon Musk’s Multiplanetary Dream Collides With Wall Street Mania: What We Know About SpaceX's Secret Books, Margins

Two decades after betting on cheap, reusable rockets, Musk’s space company is now a cash-gushing powerhouse — with Starlink driving profits and Wall Street bracing for a blockbuster listing.

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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