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Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is seeing intense activity after securing a massive 20-year, $9.1 billion data center lease with AI frontier lab Anthropic. The community is sharply divided; bulls view the strategic pivot to AI infrastructure as a transformative long-term catalyst that validates the value of the companys power assets, while bears express skepticism regarding potential dilution, earnings delays, and high volatility.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is attracting intense investor scrutiny as the market weighs strong record-breaking revenue and a massive backlog against concerns surrounding profitability and the potential timeline for its Neutron rocket. While the community is split between bullish long-term supporters pointing to structural growth and aggressive bears betting on a post-earnings pullback, the discourse remains heavily focused on how these operational milestones will influence the company's path to becoming a tier-1 space power.

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 drawing intense community focus as it pivots toward a defense-heavy strategy, marked by its acquisition of Boeing subsidiaries Wisk Aero, SkyGrid, and Insitu alongside a significant strategic investment from Boeing. Investors are actively debating the long-term impact of this dilution versus the benefit of acquiring profitable defense revenue and advanced autonomous flight technology, while the stock experiences high volatility ahead of its upcoming earnings release.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi is trending following a significant surge in volume and heavy out-of-the-money call option activity, which investors are linking to upcoming performance-based compensation milestones for key executives. Community members are actively speculating that the tight deadline for these incentive targets, alongside ongoing infrastructure buildouts at Project Matador, may signal a major anchor tenant announcement is imminent.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is gaining significant attention as investors highlight its deep-tech validation through high-level government contracts and strategic federal initiatives, which distinguishes the firm within the competitive quantum sector. Community discussion is heavily focused on the company's long-term cash runway and potential to secure major defense and infrastructure projects, positioning it as a key player that institutional funds are beginning to accumulate ahead of upcoming earnings reports.

Sovereign frontier cloud for AI that builds  AI agents are starting to build and operate real software. Agentic organizations are starting to coordinate people, code, data, payments, and governance. Both need a cloud that is sovereign, tamperproof, and always on.  The Internet Computer is that cloud.  Built on more than USD 500 million in R&amp;D, ICP uses advanced blockchain technology and cryptography to run entire software systems end-to-end on the network: websites, apps, services, data, payments, and governance. Code and data are protected by the protocol, replicated across independent nodes, and cannot be silently changed by a cloud provider, backend operator, or attacker.  Cloud engines make this infrastructure sovereign. They let organizations run ICP-powered compute across chosen providers, locations, and jurisdictions while keeping the same tamperproof and always-on guarantees of the network.  This is the real demand ICP serves: sovereign frontier cloud for AI agents and agentic organizations. Agents can build and update software. Organizations can run rules, assets, and governance as verifiable systems. The result is software that stays online, keeps its data, and remains under the control of its owners.  Developers and AI agents can build on the Internet Computer with any AI assistant using the ICP skill library at skills.internetcomputer.org, or by creating apps through conversation with Caffeine AI.  Computation on ICP is paid for by converting $ICP into cycles. $ICP is also used for staking and governance through the Network Nervous System.

Internet Computer

Internet Computer is gaining significant attention as investors shift toward decentralized AI and sovereign cloud infrastructure, with community members highlighting its potential to replace traditional centralized server models. Discussions are heavily focused on its technological utility and the belief that it is an under-the-radar foundational asset for the evolving AI-driven digital economy.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is trending as traders closely monitor technical support levels while reacting to the delayed progress of the crypto legislation, sparking debates over whether the current price range presents a long-term accumulation opportunity or ongoing institutional manipulation. Despite recent price stagnation, the community remains actively divided between those focused on the long-term potential of tokenized finance and those frustrated by the asset's failure to mirror the strength seen in broader equity markets.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is seeing heavy market activity and intense community debate as the company navigates its Bitcoin treasury strategy and recent capital market moves. Investors remain deeply divided, with some betting on a technical breakout linked to broader crypto market recovery, while others express concerns over ongoing share dilution and the company's long-term reliance on corporate debt.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is trending as investors weigh strong Q2 revenue and raised guidance against broader industry concerns over certification timelines and cash burn. The community remains polarized, with active debate centered on whether Jobys progress toward FAA commercialization warrants its valuation or if the stock faces continued pressure from short-selling and sector-wide volatility.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending as investors react to a significant leadership transition, with CEO Barbara Humpton retiring and Thras Moraitis taking over following the acquisition of Serra Verde. The stock has faced downward pressure amid broader critical mineral sector volatility and ongoing regulatory scrutiny, leading the community to intensely debate whether current price levels offer a long-term accumulation opportunity or if further downside remains.

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Hemab Therapeutics Holdings, Inc. operates as a clinical-stage biotechnology company. It engages in developing therapies that reimagine the treatment of blood coagulation disorders to sustain life and human resilience. The company was founded on February 12, 2026 and is headquartered in Cambridge, MA.

Hemab Therapeutics Holdings Inc.

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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