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Cipher Mining, 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 Mining Inc

Cipher Mining (CIFR) is trending as a major player in the rapidly expanding AI/HPC data center sector, with community discussions highlighting its strategic pivot beyond traditional Bitcoin mining. Recent excitement stems from its multi-billion dollar contracts with hyperscalers like Amazon Web Services and Google, and CEO statements suggesting more significant deals are actively being pursued. Investors are keenly focused on CIFR's ability to provide critical power and infrastructure, anticipating further growth as it solidifies its position in the AI computing landscape.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce Holdings is trending due to accelerated U.S. Army programs and impending large European defense contracts, further bolstered by a new share buyback program. The community is highly optimistic about the company's expanding small modular reactor (SMR) business, potential entry into the narrow-body engine market, and strong financial performance under current leadership.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Quant (QNT) is trending amid discussions surrounding its foundational role in bridging traditional finance with blockchain, particularly with ongoing pilots for tokenized deposits in the UK involving major banks. The community is focused on its unique Overledger interoperability platform and strictly limited supply, anticipating significant institutional adoption for digital euros and Real World Assets.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending after securing ERCOT approval to significantly expand its Helios data center's power capacity to over 1.6 gigawatts, solidifying its role as a key AI infrastructure player beyond its crypto operations. The community is buzzing with excitement over this development, anticipating new hyperscaler partnerships and a re-evaluation of the stock's intrinsic value as it detaches from purely crypto-driven sentiment, fueling bullish expectations for future growth.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It also operates the Nichols Ranch, Alta Mesa, and White Mesa Mill projects. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels Inc. is actively discussed following an updated feasibility study for its rare earth expansion and exceeding uranium production guidance, reinforcing its vital position in the U.S. critical minerals sector. The community is buzzing about its dual contribution to domestic energy independence and the supply of essential materials for rapidly growing advanced technologies, including AI.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending amidst renewed speculation about a potential return of "Roaring Kitty" to social media, fueling hopes for a market catalyst. The community remains frustrated by perceived market manipulation, low volume, and the stock's stagnant price action, eagerly awaiting strategic moves from Ryan Cohen. Many continue to hold, believing the "price is fake" despite current challenges.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is trending as multiple analysts, including Needham, UBS, and JPM, have named it a top pick for 2026, citing robust energy drink demand and the accelerated sales growth from its Alani Nu acquisition through the PepsiCo network. The community anticipates a significant upward movement to 'fill the gap' to previous highs, fueled by expectations of a short squeeze and continued market share expansion, despite ongoing discussions about new competition in the beverage sector.

Pump.fun

PUMP (pump.fun) is trending amidst a vibrant meme coin ecosystem on Solana, driven by active community engagement around new tokens like $PMV and $WAGMI launching on its platform. While many users are enthusiastic about the potential for these new projects, discussions also acknowledge recent price volatility for the $PUMP token itself and conflicting sentiments regarding its long-term outlook.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following its announcement of advanced quantum processors like Quantum Nighthawk and the experimental Loon chip, signaling its commitment to achieving quantum advantage and fault-tolerant computing. The community widely regards IBM as an undervalued and stable play in the AI and quantum computing sectors, citing strategic moves like the acquisition of Confluent to bolster AI data streaming and recent favorable analyst perspectives. This positions IBM as a key contender in hybrid cloud, secure enterprise AI, and pioneering quantum technologies, often drawing comparisons to more speculative market participants.

Centene Corp. is a healthcare enterprise, which engages in the provision of programs and services to government sponsored healthcare programs. It operates through the following segments: Medicaid, Medicare, Commercial, and Other. The Medicaid segment includes the Temporary Assistance for Needy Families program, Medicaid Expansion programs, the Aged, Blind or Disabled program, the Children's Health Insurance Program, Long-Term Services and Supports, Foster Care, Medicare-Medicaid Plans, which cover beneficiaries who are dually eligible for Medicaid and Medicare, and other state-based programs. The Medicare segment consists of Medicare Advantage, Medicare Supplement, Dual Eligible Special Needs Plans, and Medicare Prescription Drug Plans. The Commercial segment is involved in the Health Insurance Marketplace product along with individual, small group, and large group commercial health insurance products. The Other segment refers to pharmacy operations, Envolve Benefit Options’ vision and dental services, clinical healthcare, behavioral health, the TRICARE program, and corporate management companies. The company was founded in 1984 and is headquartered in St. Louis, MO.

Centene Corp.

Centene is a focal point as the healthcare sector navigates the intense political debate over extending Affordable Care Act subsidies and President Trump's "Great Healthcare Plan." The community is sharply divided, discussing the implications of potential direct payments to individuals versus insurers, with many investors anticipating either a necessary extension or Centene's resilience due to strong underlying fundamentals. The outcome of these discussions is critically shaping sentiment across managed care companies, influencing heavy options flow activity.

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Roth initiates coverage on Brazil Potash, sets $17 PT

Brazil Potash Corp. is a mineral exploration and development company. Its projects include the Autazes Project, located in the state of Amazonas, Brazil. Brazil Potash technical operations are based in Autazes, Amazonas, Brazil and Belo Horizonte, Minas Gerais and Brazil. The company was founded on October 10, 2006 and is headquartered in Toronto, Canada.

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