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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 following the announcement of a massive 20-year, $9.1 billion AI data center lease agreement with a frontier AI lab, a move the community views as a pivotal validation of the company's shift toward high-performance computing. While some investors are concerned about potential volatility and recent sector-wide fluctuations, sentiment is largely focused on the significant revenue potential and Riot's ability to capitalize on the increasing demand for data center power capacity.

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 a leadership transition and ongoing corporate developments, including the Serra Verde acquisition vote. The community remains actively divided, with many debating the impact of federal critical mineral policies and the stock's recent volatility despite its significant long-term growth narrative.

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 is seeing a significant spike in investor interest driven by speculation that a major data center lease agreement is imminent, as reflected in aggressive call option activity and performance incentives tied to a late-July signing deadline. Community discussion remains polarized, with bulls pointing to the company's large-scale power infrastructure and potential AI partnerships as signs of long-term upside, while bears express concern over the company's cash burn and lack of finalized customer contracts.

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 trending following the major announcement that it will acquire Boeing's Wisk Aero, Insitu, and SkyGrid subsidiaries in a deal that grants Boeing an approximate 20% stake in the company. The community is heavily focused on this strategic shift toward a diversified aerospace and defense platform, weighing the potential for long-term revenue growth and technological integration against immediate concerns regarding dilution and the company's path to eVTOL commercialization.

Upwork, Inc. is an online marketplace which engages in the provision of businesses to find, hire, and pay freelancers for short-term and longer-term projects. Its marketplace offerings include Upwork Basic, Upwork Plus, Upwork Business, Upwork Enterprise, and Upwork Payroll. The company was founded by Odysseas Tsatalos and Efstratios Karamanlakis in December 2013 and is headquartered in Palo Alto, CA.

Upwork Inc

Upwork is trending as investors react to a mix of strong Q3 earnings, positive revenue and EPS guidance, and optimism surrounding its integration of AI-driven tools into the marketplace. While some in the community highlight the company's profitability and potential for long-term growth as a deep-value play, others express caution over the long-term impact of AI on the freelance gig economy and the stock's recent volatility.

VanEck ETF Trust - VanEck Gold Miners ETF

VanEck Gold Miners ETF

VanEck Gold Miners ETF (GDX) is currently capturing market interest as investors weigh its potential as a tactical bounce or hedge amid evolving central bank policy and persistent macroeconomic uncertainty. The community is actively debating the strength of recent technical patterns, such as potential bottoming structures, while monitoring volatility linked to interest rate expectations and geopolitical developments.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

iShares Silver Trust is trending as traders analyze bullish monthly chart formations and the metal's role as a hedge against currency devaluation. The community is actively discussing silver's potential for a massive upside breakout, driven by anticipation of favorable interest rate environments and increasing industrial demand from the AI and data center sectors.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

Raytheon Technologies is trending due to a major $745 million contract award for SM-3 IIA interceptors, fueling community discussions about the company's massive order backlog and its critical role in replenishing depleted U.S. and allied missile stockpiles. Investors are closely monitoring the stock's recent breakout to new highs, driven by sustained demand for defense hardware and broader sector strength in aerospace and missile systems.

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 weigh significant AI infrastructure growthfollowing the integration of Quake AI and its substantial GPU capacityagainst continued skepticism from short sellers managing record-high positions. The community remains focused on upcoming quarterly results and formal guidance as the primary catalysts to potentially force a short squeeze and validate the company's shift toward high-performance computing.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is facing intense volatility as the community remains deeply divided between long-term holders awaiting regulatory clarity and frustrated traders bracing for a potential breakdown below the psychological floor. The conversation is currently dominated by debates over the impact of legislative delays on institutional adoption versus retail participation, while persistent skepticism regarding the token's long-term utility continues to fuel aggressive bearish sentiment.

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Star Holdings Reports Second Quarter 2026 Results

Star Holdings Reports Second Quarter 2026 Results Star Holdings Reports Second Quarter 2026 Results PR Newswire NEW YORK, Aug. 7, 2026 NEW YORK, Aug. 7, 2026 /PRNewswire/ -- Star Holdings (NASDAQ: STHO) announced today that it has filed its Quarterly Report on Form 10-Q for the quarter ended June...

Safehold (SAFE) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Although the revenue and EPS for Safehold (SAFE) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Safehold Reports Second Quarter 2026 Results

Safehold Reports Second Quarter 2026 Results Safehold Reports Second Quarter 2026 Results PR Newswire NEW YORK, July 30, 2026 NEW YORK, July 30, 2026 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE) reported results for the second quarter 2026. SAFE published a presentation detailing these results which...

Safehold Sets Second Quarter 2026 Earnings Release Date and Webcast

Safehold Sets Second Quarter 2026 Earnings Release Date and Webcast Safehold Sets Second Quarter 2026 Earnings Release Date and Webcast PR Newswire NEW YORK, July 17, 2026 NEW YORK, July 17, 2026 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE) announced today that it will release its financial results...

Safehold Closes Two Affordable Housing Ground Leases in California

Safehold Closes Two Affordable Housing Ground Leases in California Safehold Closes Two Affordable Housing Ground Leases in California PR Newswire NEW YORK, July 14, 2026 NEW YORK, July 14, 2026 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE), the creator and leader of the modern ground lease industry...

Safehold Closes Second Affordable Housing Ground Lease in Texas

Safehold Closes Second Affordable Housing Ground Lease in Texas Safehold Closes Second Affordable Housing Ground Lease in Texas PR Newswire NEW YORK, June 25, 2026 NEW YORK, June 25, 2026 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE), the creator and leader of the modern ground lease industry, has...

Safehold Closes $45 Million Affordable Housing Ground Lease in Santa Cruz, California

Safehold Closes $45 Million Affordable Housing Ground Lease in Santa Cruz, California Safehold Closes $45 Million Affordable Housing Ground Lease in Santa Cruz, California PR Newswire NEW YORK, June 23, 2026 NEW YORK, June 23, 2026 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE), the creator and leader...

Safehold Closes $225 Million Private Placement of Structured Senior Unsecured Notes Due 2056

Safehold Closes $225 Million Private Placement of Structured Senior Unsecured Notes Due 2056 Safehold Closes $225 Million Private Placement of Structured Senior Unsecured Notes Due 2056 PR Newswire NEW YORK, June 15, 2026 NEW YORK, June 15, 2026 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE) today...

Safehold Declares Second Quarter 2026 Common Stock Dividend

Safehold Declares Second Quarter 2026 Common Stock Dividend Safehold Declares Second Quarter 2026 Common Stock Dividend PR Newswire NEW YORK, June 15, 2026 NEW YORK, June 15, 2026 /PRNewswire/ -- Safehold Inc. (NYSE: SAFE) announced today that the Company's Board of Directors has declared common...

Safehold Announces Joint Venture with Brookfield for Diversified Ground Lease Portfolio

Safehold Announces Joint Venture with Brookfield for Diversified Ground Lease Portfolio Safehold Announces Joint Venture with Brookfield for Diversified Ground Lease Portfolio PR Newswire NEW YORK, June 11, 2026 NEW YORK, June 11, 2026 /PRNewswire/ -- Safehold Inc. (the "Company" or "Safehold...

Safehold, Inc. operates as a real estate company. It engages in acquiring, managing, and capitalizing ground leases. The company was founded on June 13, 2017 and is headquartered in New York, NY.

Safehold Inc.

Bearish 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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