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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 significant market activity as investors weigh a double earnings miss against a strong growth narrative highlighted by a $1.3 billion revenue backlog and 10 newly booked launches. The community is sharply divided between bulls focused on the accelerating government and commercial partnerships as a long-term catalyst and bears expressing skepticism regarding continued cash burn and the feasibility of the satellite launch schedule.

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 subject of intense community debate following quarterly results that showcased record revenue and a massive backlog, though investors are sharply divided over the company's path to profitability and timelines for the Neutron launch. While bulls highlight long-term potential and new technological initiatives like the GHOST system as signs of industry leadership, bears express skepticism regarding current valuation and potential delays, leading to significant volatility as market participants weigh these growth prospects against execution risks.

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 surging as investors cheer the company's raised EBITDA guidance, strong earnings beat, and the massive dividend hike, fueling community optimism about its operational execution. Traders are actively debating the sustainability of elevated LNG fees and the impact of regional geopolitical instability on future global supply chains.

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 market volatility driven by its strategic transition into AI data center infrastructure and a massive new contract with a frontier AI lab. While bulls are excited by the firm's long-term power capacity deals and analyst target upgrades, community sentiment remains sharply divided as some investors fear share dilution and frustration over recent price pullbacks.

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 trending amid intense community debate over recent price stagnation and volatility, with participants polarized between those accumulating at lower levels and those criticizing the lack of regulatory progress. The primary catalyst driving the conversation is the delay in legislative clarity, which has fueled widespread speculation about future adoption versus long-term viability.

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 experiencing significant volatility following a leadership transition and a revenue miss, leaving investors focused on long-term project viability and its strategic role in national security. The community remains divided between those capitalizing on the dip as a long-term play on domestic magnet production and those wary of current execution, regulatory probes, and short-term downward pressure.

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 is seeing a surge in investor interest following strong quarterly earnings, which highlighted massive backlog growth and a key contract to provide steam turbines for data center power generation. The community is actively discussing the stock's role in AI infrastructure, with many traders optimistic that continued contract wins and institutional interest will drive further momentum.

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 LLC is gaining significant momentum following the announcement of a multi-year, multi-billion dollar lease agreement with TensorWave for its Texas-based AI data center project. The community is actively debating the stock's potential for further growth, with many investors highlighting the deal as key validation for the company's large-scale AI infrastructure ambitions.

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 trending as investors weigh strong top-line revenue growth against concerns over margin compression and ongoing legal scrutiny. The community remains deeply divided, with bulls pointing to the company's aggressive subscriber expansion and long-term 2030 targets, while bears emphasize the bottom-line earnings miss and the sustainability of high-growth spending.

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 gaining momentum as investors weigh its robust revenue growth and expanding ecosystem against ongoing volatility, with the community closely tracking institutional accumulation patterns and the potential for a technical breakout. Sentiment remains polarized between those viewing the current valuation as an attractive entry point for long-term growth and others cautioning about broader market headwinds and competitive pressures.

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ImageneBio, Inc. is a clinical-stage biotechnology company that boldly imagines a world where patients can be free from the burden of grievous immunological/autoimmune and inflammatory (I&I) diseases. It focuses on the development of new medicines with differentiated profiles that can effectively control and change the course of I&I diseases for affected patients, treat their symptoms, and improve quality of life. The company was founded in February 2016, and is headquartered in San Diego, CA.

Ikena Oncology 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$0.72	--	--	N/A
Q2 '26	-$0.98	-$0.63	35.49%	BEAT
Q1 '26	-$0.67	-$0.95	-42.50%	MISSED
Q4 '25	-$1.38	--	--	N/A
Q3 '25	-$1.42	-$2.91	-104.30%	MISSED

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