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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 experiencing high volatility as investors weigh strong record revenue and a massive backlog against a slight earnings miss and concerns over the Neutron rocket launch timeline. While the community remains polarized by the company's high valuation and speculative nature, bulls are focused on the long-term growth trajectory and strategic initiatives like the GHOST launch system.

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 trending as investors digest a mixed Q2 earnings report that featured a revenue miss and widened losses, balanced against a reaffirmed 2026 revenue guidance and a significant $1.3 billion commercial and government revenue backlog. The community is heavily focused on the company's commitment to a high-cadence satellite launch schedule and its expanding list of mobile network partnerships, while debating whether the current market valuation accurately reflects its future potential in government and direct-to-device broadband markets.

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 Inc. is trending as investors debate the impact of high marketing spend and margin pressure on long-term profitability versus the company's aggressive revenue growth and recent guidance raises. The community is sharply divided between bulls focusing on the potential of new peptide and GLP-1 offerings, and bears highlighting persistent cash burn and increasing competition in the telehealth space.

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 surging after securing a major 20-year, $9.1 billion data center lease with Anthropic, a move that reinforces the company's pivot from pure Bitcoin mining toward AI-driven infrastructure. Investors are highly optimistic about the company's ability to capitalize on the massive demand for data center power, with community discussions largely focused on the potential for future site expansion and subsequent high-value tenant agreements.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is trending as investors react to the company's strong second-quarter revenue beat and raised full-year guidance, even as sentiment remains polarized by ongoing short interest and concerns regarding cash burn. Community discussion is heavily divided between long-term bulls highlighting the company's progress toward FAA certification and partnerships, and skeptics who are focusing on the stock's recent downward price pressure and competitive threats in the emerging electric air taxi sector.

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 trending as investors react to a significant binding lease agreement with TensorWave for an AI campus, generating substantial contracted revenue projections. The community is actively debating the potential for further hyperscale partnerships and speculating on whether major industry leaders are financially guaranteeing the lease, leading to heightened volatility and heavy retail interest.

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 trending as investors weigh significant earnings growth and raised EBITDA guidance against ongoing market volatility tied to geopolitical tensions in the Middle East. While the community is actively debating the impact of the Strait of Hormuz situation and recent infrastructure developments, many long-term holders are highlighting the company's strong project backlog and successful execution of expansion plans as key drivers for future performance.

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 heightened volatility following a quarterly revenue miss and the announcement of CEO Barbara Humpton's retirement, which has sparked mixed reactions from retail traders regarding the company's long-term leadership transition. While some investors are expressing frustration over the recent downward price action, others are actively accumulating shares, pointing to the company's substantial cash position and strategic alignment with domestic critical mineral initiatives as a foundation for a future recovery.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is experiencing significant volatility following a leadership shake-up that saw co-founders return as co-CEOs, while the community remains divided between long-term bulls praising the brand's premium growth and bears expressing frustration over recent stock performance. Investors are closely monitoring the impact of leadership changes alongside broader sector pressures and high-profile analyst endorsements as the company continues to gain market share in the performance footwear space.

Lightwave Logic, Inc. is a development stage company which engages in the commercialization of electro-optic photonic devices. The firm offers the P2ICTM technology platform which uses in-house proprietary organic polymers. Its products include electro-optical modulation devices and proprietary polymer photonic integrated circuits. The company was founded on June 24, 1997 and is headquartered in Englewood, CO.

Lightwave Logic Inc

Lightwave Logic is trending as investors focus on the potential for commercial adoption of its electro-optic polymer technology, with community discussion centered on upcoming tape-out results and the likelihood of material licensing agreements with major foundry partners. While the stock has seen significant volatility, sentiment remains tied to the company's progress in integrating its photonic modulators into AI data center infrastructure.

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Luvu Brands, Inc. engages in the business of designing, manufacturing, and marketing a portfolio of consumer lifestyle brands through websites, online mass merchants, and specialty retail stores. It operates through the Direct to Consumer and Wholesale segments. The Direct to Consumer segment manages product sales through e-commerce sites. The Wholesale segment offers Liberator, Jaxx, and Avana branded products sold to distributors and retailers. Its brands include Liberator, Panelist, Foam Labs, Avana, and Jaxx. The company was founded by Louis S. Friedman on February 25, 1999 and is headquartered in Atlanta, GA.

Luvu Brands 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? 
 
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