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AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is seeing heavy community discussion around its latest earnings report, where a revenue and EPS miss was tempered by strong commercial and government backlog growth. Investors remain intensely focused on the company's satellite launch cadence and the potential for long-term revenue scaling despite short-term 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 currently the focus of intense investor scrutiny as shareholders weigh record revenue and a massive backlog against the volatility surrounding the Neutron rocket's development timeline. While community sentiment remains polarized, many are debating the potential of the newly unveiled GHOST launch system and management's long-term vision, with bulls pointing to the company's growth as a major catalyst despite broader market pressure on the space sector.

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 is seeing significant market interest as investors react to strong operational results and a substantial dividend increase, all while the company benefits from high demand for U.S. LNG amid global supply constraints. The community is actively debating the stock's long-term growth trajectory and debating whether price fluctuations are driven by geopolitical tensions in the Middle East or temporary market manipulation by algorithmic trading.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is facing downward pressure amid community frustration over the stalling of the Clarity Act and the broader market's underperformance. While some investors view the current sub-$1.00 levels as an accumulation opportunity for long-term utility, others are actively debating whether the asset is facing a deeper correction or a potential structural collapse.

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 following a major, 20-year data center lease agreement with a frontier AI lab, which the community sees as a transformational shift for the company's long-term revenue potential. While some investors are bullish on this pivot toward AI infrastructure, others are expressing frustration over recent price volatility and are closely debating whether the stock's current valuation fully reflects these strategic developments or if further downside is likely.

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 the announcement of its first binding customer lease at the Project Matador campus, which is projected to generate significant long-term contracted revenue. The community is actively debating the potential identity of the AI partner guaranteeing the lease while monitoring whether this milestone will lead to a broader short squeeze or additional tenant announcements ahead of upcoming earnings.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is currently a focal point for investors as they navigate a high-stakes earnings release following recent legal headlines and a volatile shift in market sentiment. Community debate centers on the tension between the company's aggressive revenue and subscriber expansion and its recent bottom-line misses, with many traders viewing the stock as a growth story that warrants a long-term position despite significant margin concerns.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea Ltd is capturing investor attention following a strong Q2 earnings report that beat revenue expectations, fueling community discussions around Shopee's aggressive monetization and the company's path to hitting a significant adjusted EBITDA milestone for the full year. While some traders debate the impact of an earnings-per-share miss, bulls remain focused on the firm's robust ecosystem growth and potential for long-term margin expansion.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox (BW) is trending after a strong Q1 earnings report that beat expectations, featuring a massive increase in backlog and a major $2.4 billion power project contract intended to support Applied Digital's AI data center campuses. The community is actively discussing the company's emergence as a key infrastructure provider for the hyperscale AI sector, with many investors highlighting the stock's significant revenue growth and the strategic implications of its work with high-profile data center developers.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors react to the transition of the company into an AI infrastructure powerhouse, driven by the recent acquisition of Northern Data and the scaling of Quake AI. The community is heavily focused on the stock's significant short interest and the anticipation of formal revenue guidance during the upcoming earnings call, which many believe will serve as a catalyst to finally highlight the value of its newly acquired GPU and data center assets.

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Eshallgo, Inc. operates as a holding company, which through its subsidiaries and controlled entities engages in the sale and lease of office equipment and related maintenance services. The company was founded by Zhi Dan Mao and Qi Wei Miao in 2015 and is headquartered in Shanghai, China.

Eshallgo Inc - Ordinary Shares - Class A

Bearish 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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