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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 seeing significant upward momentum after reporting $2.8 billion in new multi-year AI cloud contracts and raising its year-end ARR target above $4 billion. The community is actively discussing the stock's transition toward an AI infrastructure model, the role of substantial customer prepayments in reducing dilution risk, and the possibility of a major short squeeze given the elevated short interest.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is facing intense scrutiny and volatility as state attorneys general and international regulators challenge its pending merger with Warner Bros. Discovery, leading to concerns over antitrust litigation and deal closure timelines. While the community remains deeply divided, investors are actively debating the potential for a short squeeze against heavy short interest and focusing on the strategic implications of Ellison's leadership and the upcoming July deadlines.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is currently trading in a period of high volatility as investors weigh the company's aggressive infrastructure expansion and hyperscaler backlog against broader sector-wide selling pressure. While the community remains divided between those viewing the pullback as a buying opportunity due to strong long-term growth prospects and skeptics citing concerns over execution, cash burn, and macro headwinds, many are closely monitoring upcoming earnings and potential major tenant announcements as critical catalysts for a trend reversal.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital Inc. is gaining traction as investors speculate on its potential role in the growing AI infrastructure sector, specifically driven by its behind-the-meter natural gas power capabilities. The community is actively discussing impending tenant announcements and upcoming inclusion in the Russell 3000 index as key catalysts for a potential revaluation.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery and Paramount Skydance are currently the center of investor attention as shareholders prepare to vote on the massive $110 billion merger. The community is actively debating the deal's impact on media consolidation and industry competition, while closely monitoring potential legal and regulatory hurdles.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is generating significant market attention following the unveiling of "Thunder," an autonomous VTOL platform developed in partnership with Anduril Industries for both defense and commercial applications. The community remains divided, with some investors bullish on the long-term defense pivot and solid cash position, while others express frustration over share price volatility and the ongoing timeline for commercial flight certification.

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 facing significant selling pressure as investors grapple with broad sector volatility and concerns over insider selling and capital intensity, despite strong fundamental growth in AI compute backlog. While the community is debating whether the current price represents a buying opportunity or a deeper valuation reset, discourse remains heavily focused on the company's long-term reliance on AI infrastructure demand versus the risks of share dilution and management execution.

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 is trending as a major beneficiary of the AI infrastructure rotation, with community discourse heavily focused on its strategic transition from mining to hyperscale AI data centers. Investors are closely monitoring upcoming earnings and ERCOT regulatory updates, viewing current market volatility as a prime accumulation opportunity for a company poised to execute on its massive power pipeline.

General Fusion Group Ltd. engages in the fusion industry, developing practical magnetized target fusion technology that is designed to address the key barriers to commercializing fusion. The company is headquartered in Richmond, Canada.

General Fusion Group Ltd.

General Fusion is garnering significant attention as the first publicly listed pure-play fusion energy company, sparking intense community debate between those betting on its long-term technological development and those wary of its distant commercialization timeline. Investors are actively contrasting the stock with other fusion-focused microcaps while debating the credibility of current testing milestones and the potential impact of high-profile backing in the clean energy sector.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is experiencing significant downward pressure as investors express frustration over declining service quality, rising menu prices, and stagnant stock performance. While the community is actively debating the company's long-term value and comparing its footprint to fast-casual rivals, heavy institutional selling and ongoing skepticism regarding management's ability to navigate current consumer spending headwinds continue to drive negative sentiment.

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BHAV Acquisition Corp. is a blank check company, which engages for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on September 29, 2025 and is headquartered in Piscataway, NJ.

Bhav Acquisition Corp. - 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.

Current Price	$9.94
Prev Close	$9.95
Open	$9.94
Dividend Yield	N/A
50-Day Moving Average	$9.93
Beta	0.00
Avg. Volume	2,338.52
PE Ratio	N/A

52-Week High	$9.99
52-Week Low	$9.85
Market Capitalization	$139.63M
EPS (Annual)	-$0.0034
Price to Book	1.38
Revenue Per Employee	$0.00

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BHAVBhav Acquisition Corp. - Ordinary Shares - Class A

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