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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 currently the focus of intense investor debate as the community weighs record revenue and backlog growth against concerns regarding Neutron launch timelines and wider-than-expected earnings losses. While some investors see the pullback as a buying opportunity given the company's long-term potential and innovative satellite acquisition strategy, others are wary of short-term volatility and remain focused on when the company will move beyond its development phase.

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 is generating intense debate as investors weigh strong subscription-based revenue growth against concerns over recent FTC regulatory scrutiny and margin compression. While bullish community members point to aggressive international expansion and potential peptide-related growth, skeptics remain focused on the impact of management's high spending on customer acquisition.

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 weigh significant backlog growth and strategic government contract awards against ongoing concerns regarding production timelines and revenue realization. The community is actively debating the stock's long-term valuation and manufacturing capacity ahead of critical updates on launch cadence and commercial service rollout.

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 following the arrival of major gas turbine equipment for its Project Matador campus, fueling investor optimism that the company is advancing toward its goal of establishing a massive, gigawatt-scale data center. Community sentiment is sharply divided between those banking on a imminent tenant signing to spark a potential short squeeze and skeptics focused on the company's lack of revenue and historical share price dilution.

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.

RUM is trending as investors focus on the company's shift toward an AI-driven growth strategy following the Northern Data acquisition, with community discussion centered on upcoming earnings, potential revenue guidance, and high short interest. Market participants are debating the company's transition from a video platform to an AI infrastructure player, closely watching for updates on GPU monetization and institutional interest.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is generating significant market activity driven by its acquisition of Boeing subsidiaries Wisk Aero, Insitu, and SkyGrid, a strategic move that introduces immediate defense revenue and secures Boeing as a major shareholder. While the community is actively debating the implications of this expansion regarding potential dilution and integration risks, bulls are focusing on the company's shift toward a diversified aerospace and defense platform.

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 trending as investors react to the company's recent shareholder approval to acquire Serra Verde, a move aimed at consolidating domestic rare earth supply chains, while the stock continues to face significant selling pressure alongside the broader critical minerals sector. Community discussion is sharply divided between long-term investors highlighting federal support and the strategic importance of the Round Top project, and frustrated traders venting over the stock's prolonged price decline.

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 rallying behind a powerful Q1 earnings report that beat analyst expectations, driven by a massive 483% year-over-year surge in backlog to $2.7 billion and significant debt reduction. The community is actively discussing the stock's potential for a breakout, with many pointing to the company's $14 billion pipeline of AI data center energy projects and the recent involvement of major institutional stakeholders as key indicators of long-term value.

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 significant investor attention fueled by expectations of a large-scale tenant announcement for its Corsicana site and its pivot toward AI-integrated data center infrastructure. The community is actively debating the timing of potential contracts, comparing the firm's power capacity to competitors, and reacting to recent analyst upgrades that highlight the long-term potential of the firm's grid-connected power assets.

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 shares are trading in a narrow range as investors weigh reports that management may withdraw its unsolicited bid for eBay in favor of a potential partnership. While the community remains deeply divided over the CEO's leadership and the impact of share dilution, some traders are closely watching for signs of institutional accumulation and a possible short squeeze catalyst.

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Corgi ETF Trust I. - Corgi MU 2x Daily ETF

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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