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Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is experiencing significant upward momentum driven by news of potential government action to acquire $200 billion in mortgage bonds, aiming to lower interest rates. The community is highly optimistic, anticipating a robust recovery in the housing market and a surge in transaction volumes, which could benefit Opendoor's business model and potentially trigger a short squeeze. This renewed focus on housing affordability is a major talking point among investors.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending amid buzz over its strategic agreement with Meta Platforms to power AI data centers and a U.S. Department of Energy deal for a radioisotope pilot facility. The community is intensely discussing whether the company's long-term potential in advanced nuclear energy, bolstered by government initiatives and AI's immense power needs, outweighs its current lack of commercial revenue. Anticipation builds around an upcoming congressional hearing on nuclear energy dominance, which investors believe could further accelerate its market position.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is actively trending as it solidifies strategic nuclear energy partnerships with companies like Vistra and Oklo, a move critically observed by the community as indispensable for powering its ambitious AI data center expansion. This development highlights the escalating energy demands of the AI race, prompting discussions among investors about Meta's long-term vision and its ability to execute. Additionally, China's review of Meta's Manus AI acquisition is generating buzz, adding a layer of geopolitical interest to the company's recent activities.

Aquestive Therapeutics, Inc. engages in the identifying, developing, and commercializing differentiated products to address unmet medical needs and to solve patients’ therapeutic problems. Its product pipeline include Libervant, AQST-108, AQST-305, Suboxone and Zuplenz. The company was founded in January 2004 and is headquartered in Warren, NJ.

Aquestive Therapeutics Inc

Aquestive Therapeutics is generating significant buzz as its pivotal PDUFA date for Anaphylm rapidly approaches, with many anticipating a potential game-changing approval for the device-free epinephrine film. Community discussion highlights Anaphylm's unique convenience and the FDA waiving an Advisory Committee meeting as strong positive signals, while a substantial short interest fuels speculation of an impending squeeze. Conversely, some investors remain cautious, weighing past regulatory challenges against the promise of a novel, needle-free allergy treatment.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is trending amidst heightened discussions regarding the critical role of Small Modular Reactors in meeting the escalating energy demands from AI data centers and broader market needs. The community is actively debating the company's long-term potential as the sole NRC-approved SMR provider, with bulls pointing to anticipated government support and contracts, while others express caution regarding its pre-revenue state and historical volatility. This positions NuScale Power within a broader conversation about the future of energy infrastructure for next-generation technology.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending due to overwhelmingly positive feedback from its Type B FDA meeting, confirming a clear path for its lead drug, sonelokimab, towards a Biologic License Application in hidradenitis suppurativa without additional trials. This regulatory clarity has significantly de-risked the asset, fueling community discussions around strong analyst upgrades and rekindling fervent speculation about a potential acquisition from major pharma, with many anticipating a substantial revaluation towards previous highs.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, Sunset, and Asset Closure. The Retail segment sells electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Sunset segment includes generation plants with announced retirement plans. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra Corp (VST) is trending as it aggressively expands its power generation capacity, notably with a $4 billion acquisition of Cogentrix Energy's natural gas fleet, directly addressing the surging electricity demand from AI data centers. This strategic move, complementing earlier nuclear power contracts, positions Vistra as a pivotal supplier for hyperscalers, with the community actively debating its role in solving the critical 'AI energy bottleneck' amid recent market volatility.

ASP Isotopes, Inc. is a pre-commercial stage advanced materials company, which engages in the development of technology and processes that will allow for the enrichment of natural isotopes into higher concentration products. Its products include medical, green energy, and Industrial isotopes. The company was founded by Paul E. Mann and Robert Ainscow on September 13, 2021 and is headquartered in Washington, DC.

ASP Isotopes Inc

ASP Isotopes is trending following the completed Renergen acquisition, which integrates helium and LNG production, and an 'Overweight' analyst rating from Cantor Fitzgerald. The community views these developments as key steps differentiating ASPI in the high-growth nuclear and materials sector, particularly for its potential in HALEU for advanced reactors and silicon-28 for AI computing. Discussions highlight the company's strategic positioning within the broader 'atomic renaissance' amidst anticipation of future revenue streams.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

ARDX is trending as investors digest the potential impact of Fosun Pharma's Wan Ti Le being included on China's National Reimbursement Drug List and analysts anticipate target price raises due to strong IBSRELA sales. The community is weighing potential revenue from China and speculating on milestone payments, while also discussing concerns about patent infringement and generic competition. Some investors express frustration with the stock's price movement despite positive developments, awaiting a CMS resolution.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending as the community anticipates potential China H200 chip sales approval, a development expected to significantly boost revenue and solidify its AI market leadership. Despite this and other positive catalysts, the stock has experienced recent pullbacks, prompting debate between bulls who view dips as manipulation-driven buying opportunities and bears who emphasize its short-term inability to sustain upward momentum.

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Yes — Rates Move Meaningfully Lower

Short-Term Dip, No Lasting Impact

No — Mostly Political Noise

Other – Comment Below

President Trump says he’s directing $200 billion into mortgage bond purchases to bring down rates and improve housing affordability. With questions around execution, authority, and real market impact, do you think this move will actually lower mortgage rates in 2026?

Will Trump’s Mortgage Bond Plan Actually Lower Rates in 2026?

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