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Cipher Digital, 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 Digital Inc.

Cipher Digital (CIFR) is trending as investors capitalize on the stock's pivot into high-performance AI data center infrastructure and long-term lease agreements with major cloud providers. Community discussion is heavily focused on the company's expanding power-capacity pipeline and a broader sector re-rating, with traders actively debating the stock's potential for further upside despite recent volatility and market-wide de-risking.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is currently a focal point for investors debating the resilience of defensive dividend stocks amidst broader market rotation and shifting consumer spending habits. The community is actively discussing the stock's technical support levels and strategic outlook, with contrasting views on whether the current valuation represents a generational buying opportunity or a signal of deeper structural headwinds for the fast-food sector.

Bitzero Holdings, Inc. engages in providing IT energy infrastructure and power for data centers. It focuses on data center development, Bitcoin mining, and obtaining strategic data center hosting partnerships. It operates data centers located in Namsskogan, and Røyrvik, Norway, Finland, and North Dakota, U.S.A. The company was founded on October 20, 2025 and is headquartered in Vancouver, Canada.

Bitzero Holdings Inc.

Bitzero Holdings is capturing investor attention as a key infrastructure play in the AI data center sector, driven by its access to renewable-powered energy sites in the Nordics and a significant, long-term lease agreement. The community is actively debating the company's valuation potential and the necessity for management to finalize additional high-profile contracts to solidify its market position.

Block, Inc. engages in creating ecosystems for distinct customer audiences. It operates through the following segments: Square and Cash App. The Square segment provides payment services, software solutions, hardware, and financial services to sellers. The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin and stock investments. The company was founded by Jack Patrick Dorsey and James Morgan McKelvey in February 2009 and is headquartered in Oakland, CA.

Block Inc - Ordinary Shares - Class A

Block Inc

Block is trending after the company announced a significant workforce reduction of 40% as part of a strategic pivot to lean, AI-native operations, driving a surge in share price despite a revenue miss. The community is actively debating whether this margin-focused restructuring signals long-term profitability or reflects underlying distress and competitive pressure from rivals like Toast and Shop.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing intense investor frustration driven by a string of consecutive daily losses, concerns over executive compensation packages, and dilution risks following a significant market pullback. While bulls highlight the company's long-term AI infrastructure potential and institutional partnerships, community sentiment remains highly polarized as traders debate whether current prices represent an oversold buying opportunity or a deeper trend reversal.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is currently a focal point for investors debating between a long-term growth narrative fueled by drone defense contracts and short-term volatility driven by heavy dilution concerns and active short selling. The community remains sharply divided, with bulls pointing to the company's backlog and strategic sector position while bears emphasize the ongoing downward trend and the impact of frequent share offerings on price action.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is seeing volatile trading as investors debate whether the current valuation is supported by its role as a critical bottleneck in the AI infrastructure supply chain. The community remains sharply divided, with bulls highlighting its proprietary wafer-level burn-in technology as essential for long-term AI hardware reliability, while bears argue the current market cap is detached from fundamentals and vulnerable to sharp corrections.

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 intense community interest as traders debate the impact of a recent short-seller report against the company's strong long-term defense industry tailwinds. Investors are closely monitoring its role as a key supplier for drone platforms while weighing volatility, potential short-squeeze dynamics, and its pivotal position in upcoming sector-wide procurement cycles.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar is attracting attention as investors weigh its potential for a significant valuation re-rating driven by its U.S. manufacturing expansion, the upcoming realization of Section 45X tax credits, and its growing energy storage pipeline. While sentiment remains divided due to debt concerns and past earnings performance, community members are actively debating whether these fundamental tailwinds are finally setting the stage for a recovery or if the stock remains trapped in a long-term downtrend.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending due to the FDA's decision to convene an advisory committee meeting on July 29, fueling community debate over whether this represents a routine regulatory step to solidify a broad treatment label or an unnecessary hurdle. Investors are actively discussing the recent release of positive five-year HOPE-2 extension data and remain largely focused on the potential for clinical validation at the meeting, with many viewing the dip as a strategic accumulation opportunity ahead of the August decision date.

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LAMF Global Ventures Corp. I is a blank check company, which engages in the merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination. The company was founded on July 20, 2021 and is headquartered in West Hollywood, CA.

LAMF Global Ventures Corp I - Ordinary Shares - Class A

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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LGVCLAMF Global Ventures Corp I - Ordinary Shares - Class A

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