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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 Limited is trending after announcing $2.8 billion in new multi-year AI cloud contracts, which bolstered confidence in its growth trajectory by raising its year-end ARR target to over $4 billion. The community is actively debating the stock's significant short interest and the company's ability to convert its massive pipeline into recognized revenue versus the risks of share dilution.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is facing significant volatility as investors debate the company's valuation versus its long-term potential in the quantum computing space, with community discussions heavily split between optimism over government contracts and skepticism regarding its lack of organic revenue. Traders are closely monitoring the company's technical support levels and upcoming earnings report for a potential catalyst to move past recent price swings.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending following NVIDIAs disclosure of a 9.3% passive stake, which community members are interpreting as a major vote of confidence in the company's long-term AI infrastructure potential. While some traders view the news as a catalyst for a short squeeze or a move toward new price targets, others are debating whether the stake represents new investment or simply updated regulatory reporting of existing warrant agreements.

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 drawing significant market attention as investors weigh the potential of the new autonomous 'Thunder' aircraft developed with Anduril against concerns regarding commercial scalability and cash burn. Community discussion is sharply divided between bulls optimistic about the defense sector pivot and upcoming commercial partnerships, and bears expressing skepticism over persistent flight transition hurdles and the company's long-term financial path.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is facing intense volatility as the semiconductor sector battles a sharp sell-off triggered by concerns over AI capital expenditure sustainability and broader geopolitical tensions. Community sentiment is deeply divided, with many traders debating whether this is a structural market correction or a significant buying opportunity for those looking to capitalize on the sector's long-term growth potential.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending as investors digest a major partnership with Microsoft to deploy its Helios AI infrastructure on Azure, fueling community speculation about the stock's future performance. Discussions are heavily focused on the stock's recent volatility and technical support levels, with traders debating whether this development signals a sustained turnaround or if the stock remains vulnerable to broader semiconductor sector rotation.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is facing significant downward pressure as investors navigate the fallout from the TopBuild acquisition, which has triggered heavy selling from former shareholders and concerns over share dilution. While community sentiment remains divided between frustrated bagholders and long-term bulls betting on Brad Jacobs' track record, many are calling for better management communication and waiting for institutional accumulation to stabilize the stock.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is trending as investors react to the company's submission of a key patent for Miplyffa to the FDA's Orange Book, which significantly reinforces long-term exclusivity through 2041. The community is actively discussing the stock's improved fundamental outlook, recent analyst price target upgrades, and speculation regarding potential interest from larger biotech firms.

Duos Technologies Group, Inc. designs, develops, deploys, and operates intelligent technology solutions supporting rail, logistics, intermodal and government customers that streamlines operations, improves safety and reduces costs. It offers imaging, safety and security, software, and services. The firm also provides cutting edge solutions that automate the mechanical and security inspection of fast moving trains, trucks and automobiles through a broad range of proprietary hardware, software, information technology and artificial intelligence. The company was founded on May 31, 1994 and is headquartered in Jacksonville, FL.

Duos Technologies Group Inc

Duos Technologies is gaining momentum as investors bet on its modular edge data center (EDC) strategy, which leverages decentralized infrastructure to bypass the power and permitting bottlenecks facing massive hyperscale projects. The community is actively discussing the stock's potential for rapid growth through recurring revenue contracts and strategic partnerships, viewing its current market cap as a significant bargain relative to peers in the AI infrastructure sector.

General Fusion Group Ltd. engages in the fusion industry, developing practical magnetized target fusion technology that is designed to address the key barriers to commercializing fusion. The company is headquartered in Richmond, Canada.

General Fusion Group Ltd.

General Fusion is trending following its recent Nasdaq debut under the ticker GFUZ, as investors debate its long-term viability and compare it against other fusion technology plays in the sector. Community discourse remains divided between those optimistic about the company's patented Magnetized Target Fusion technology and others expressing skepticism regarding commercial timelines and the impact of future share dilution.

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Paloma Acquisition Corp. I is a blank check company, which engages in the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or entities. The company was founded by Anna Nahajski-Staples on August 19, 2025 and is headquartered in New York, NY.

Paloma Acquisition 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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PALOPaloma Acquisition Corp I - Ordinary Shares - Class A

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