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Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Run Inc. is drawing significant attention following a strong Q2 earnings report that highlighted massive growth in contracted revenue and demand for GPU clusters. While the community is debating whether the current price momentum is fueled by solid fundamental execution or technical dynamics surrounding warrant redemptions, investors remain highly focused on the company's expansion of power capacity and its role as an NVIDIA Preferred Cloud Partner.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is trending as investors digest a fiscal third-quarter earnings report that beat expectations on both revenue and earnings, yet failed to satisfy high market expectations for future guidance. The community is actively debating the stock's long-term strength versus short-term volatility, with some traders pointing to institutional selling and broader semiconductor sector concerns as key drivers behind the recent downward pressure.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is generating significant market interest following a series of new tariffs on foreign drones, which investors believe provides a structural competitive advantage for its U.S.-made systems. The community is actively debating the company's valuation, insider activity, and the potential for a short squeeze as they await clarity on upcoming government contract awards.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

Unusual Machines is surging as investors pivot toward domestic drone manufacturers following new government tariffs on foreign drone imports and components. The stock remains a high-conviction play for the community, driven by expectations of increased government contracts and the company's critical role in the U.S. defense supply chain.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is attracting significant community attention following news of drone-related tariffs, which investors view as a catalyst for increased demand for domestic, NDAA-compliant battery production. Bullish sentiment remains high among followers who cite the company's silicon-anode technology and recent government-focused partnerships as key long-term growth drivers, despite ongoing frustration with recent share price volatility and algorithmic trading pressure.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is experiencing significant volatility and downward pressure as investors closely monitor the upcoming lockup expiration, with many market participants debating whether the stock's current price reflects a fair valuation relative to its Net Asset Value (NAV) or remains inflated by hype surrounding its private AI and space holdings. The community is sharply divided between bullish long-term investors tracking potential IPOs for major holdings like Anthropic and OpenAI, and skeptical bears who argue the fund has traded at an unsustainable premium.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is facing downward pressure following a downgrade from Bank of America and analyst concerns regarding the transition of its CFO, despite the company maintaining strong fundamentals and announcing a significant share repurchase program. The community remains polarized, with many investors actively accumulating shares at lower prices, viewing the current volatility as an overreaction and a long-term buying opportunity.

Sigma Lithium Corp. engages in the producing of a lithium property. It focuses its project in Minas Gerais. The firm also plans to build a world-class commercial-scale lithium concentration plant. The company was founded on June 8, 2011 and is headquartered in Sao Paulo, Brazil.

Sigma Lithium Corporation

Sigma Lithium is trending following the release of strong quarterly results and significant progress in operational efficiency, despite ongoing community and investor debate surrounding legal disputes and management transparency. The stock remains a focal point for the market as investors weigh the company's production growth against persistent short-seller allegations and broader volatility in the lithium sector.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Georgetown, TX.

TSS Inc

TSS Inc. is currently a focal point for investors as they navigate a strategic pivot toward higher-margin AI infrastructure integration, balancing cautious optimism for Q3 execution against concerns over significant customer concentration with Dell. While the community remains divided over the stock's speculative nature and the impact of recent revenue misses, active discussions are centered on whether increased factory capacity and leadership additions will finally trigger the promised scale-up in the second half of the year.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is surging as investors react to a highly bullish Investor Day presentation, where management outlined strong long-term revenue growth and a commitment to return 100% of excess cash to shareholders. The community is heavily focused on the company's new High Bandwidth Flash technology and multi-year supply agreements, which have ignited debates about whether these developments finally end the cyclicality that has historically pressured the stock.

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Duke Realty Corporation (Duke) is a self-administered and self-managed real estate investment trust (REIT). The Company operates in three segments, the first two of which consist of the ownership and rental of office and industrial real estate investments. The operations of its office and industrial properties, along with its medical office and retail properties, are collectively referred to as Rental Operations. The third reportable segment consists of providing various real estate services, such as property management, asset management, maintenance, leasing, development and construction management to third-party property owners and joint ventures, and is collectively referred to as Service Operations. The Company also owns, including through ownership interests in unconsolidated joint ventures, more than 4,800 acres of land and controls an additional 1,630 acres through purchase options.

Duke Realty Corp

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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