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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 trending following significant news regarding a government directive to buy $200 billion in mortgage bonds, aimed at driving down interest rates and revitalizing the housing market. This potential boost to affordability and transaction volume has ignited strong bullish sentiment and talk of a substantial run among community members. While many anticipate a major squeeze, some investors are mindful of potential warrant-related dilution at higher price levels.

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is seeing intense discussion after eliminating its convertible debt, a move that many in the community believe strengthens its balance sheet and removes a key dilution overhang. This catalyst is fueling strong bullish sentiment, with traders actively debating a potential short squeeze due to high cost-to-borrow and limited share availability for the blockchain-enabled traceability company, despite ongoing skepticism regarding its profitability and historical volatility.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is trending after its AI chip unit, Kunlunxin, confidentially filed for an IPO in Hong Kong, leading many to anticipate a significant unlocking of value for the company. The community is buzzing with bullish sentiment, highlighting Baidu's leadership in AI and autonomous driving, as well as China's strategic push for domestic semiconductor independence, though some investors remain wary of historical volatility.

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Kendu

KENDU CRYPTO is gaining traction following its prominent role in the "MEMES ARE BACK" X Spaces event hosted by @Cryptotwits, drawing significant community attention. Enthusiasts are consistently bullish, driving conversation around the "KENDU SENDU" mantra and emphasizing the project's unique real-world presence through products like Kendu Spice and Kendu Energy drinks. This relentless community building and expansion across multiple blockchain networks signal strong potential for growth and continued visibility.

Bakkt Holdings, Inc. is building the backbone of next-generation financial infrastructure. The company provides solutions that enable institutional participation in the digital asset economy, spanning Bitcoin, tokenization, stablecoin payments, and AI-driven finance. Bakkt Holdings was founded in 2018 and is headquartered in New York, NY.

Bakkt Holdings Inc. - Ordinary Shares - Class A

Bakkt Holdings Inc

Bakkt is drawing attention due to strategic moves, including a partnership to expand its digital asset infrastructure in the U.S. and an investment to establish a regulated gateway into the Indian market. The community is actively discussing these global growth opportunities, alongside speculation around stablecoin adoption and potential short squeezes, while some investors express frustration over past volatility and the desire for more frequent business updates.

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 is trending as the market digests both promising news and skepticism, particularly following a Nightline report on GLP-1s for addiction treatment which has fueled bullish outlooks for the company's expanding personalized healthcare platform. Despite a recent analyst downgrade and ongoing concerns about competition and management, many investors are seizing the current dip as a buying opportunity, anticipating a rebound driven by strong fundamentals, international expansion, and significant short interest. The community is sharply divided between those confident in its long-term growth and those anticipating further price declines.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is trending following its recent financial guidance for 2026 and 2027, which projects a significant revenue adjustment for DefenCath due to the anticipated change in reimbursement structure. The community is sharply divided, with many expressing frustration over the perceived conservatism of the outlook and criticisms aimed at management, while others argue the market reaction is overdone given prior awareness of the "TDAPA cliff" and potential legislative offsets or diversification from recent acquisitions.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, 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 (USAR) is trending amidst escalating global tensions, particularly concerning China's rare earth export restrictions and the strategic importance of these minerals for US national security. The community anticipates a significant surge across the rare earth sector, driven by geopolitical developments like US actions in Venezuela and renewed interest in Greenland's resources, underscoring the urgent need for mineral independence. Investors are keenly watching USAR's progress with its Stillwater magnet plant and its leadership, positioning it as a critical player in establishing a robust US rare earth ecosystem.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies is experiencing strong trending activity, fueled by a prominent political figure's pledge to lower mortgage rates and inject substantial capital into the housing market. The community is highly bullish, anticipating a significant refinance boom and potential short squeeze, with many viewing RKT's integrated platform and strategic acquisitions as key advantages for substantial upside in the evolving mortgage sector.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is a focal point as the market awaits a key Supreme Court ruling on tariffs and the latest jobs data, with community discussion fiercely debating their potential for market-moving volatility. Adding to the churn, recent administration directives on mortgage bonds are also fueling speculation, as investors navigate a complex landscape of economic signals and political influence.

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Gateway Investment Advisers LLC Has $11.86 Million Stock Holdings in SBA Communications Corporation $SBAC

Gateway Investment Advisers LLC decreased its position in SBA Communications Corporation (NASDAQ:SBAC - Free Report) by 42.6% during the 3rd quarter, according to its most recent filing with the SEC...

SteelPeak Wealth LLC Makes New Investment in SBA Communications Corporation $SBAC

SteelPeak Wealth LLC purchased a new position in shares of SBA Communications Corporation (NASDAQ:SBAC - Free Report) in the third quarter, according to its most recent disclosure with the SEC. The...

SBA Communications (SBAC) Upgraded to Buy: What Does It Mean for the Stock?

SBA Communications (SBAC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Alpine Woods Capital Investors LLC Takes Position in SBA Communications Corporation $SBAC

Alpine Woods Capital Investors LLC bought a new position in SBA Communications Corporation (NASDAQ:SBAC - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing...

Voya Investment Management LLC Cuts Stock Holdings in SBA Communications Corporation $SBAC

Voya Investment Management LLC reduced its stake in SBA Communications Corporation (NASDAQ:SBAC - Free Report) by 16.5% during the third quarter, according to the company in its most recent 13F...

Squarepoint Ops LLC Sells 20,447 Shares of SBA Communications Corporation $SBAC

Squarepoint Ops LLC trimmed its position in SBA Communications Corporation (NASDAQ:SBAC - Free Report) by 87.6% during the 2nd quarter, according to the company in its most recent Form 13F filing...

4 Reasons Why You Should Add SBAC Stock to Your Portfolio Now

SBAC is positioned to benefit from carrier capex, long-term tower leases and portfolio expansion, even as shares dipped 4% over three months.

Marex Group plc Acquires Shares of 7,193 SBA Communications Corporation $SBAC

Marex Group plc bought a new position in shares of SBA Communications Corporation (NASDAQ:SBAC - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The...

Nomura Holdings Inc. Has $80.24 Million Holdings in SBA Communications Corporation $SBAC

Nomura Holdings Inc. raised its holdings in SBA Communications Corporation (NASDAQ:SBAC - Free Report) by 1,175.4% in the second quarter, according to the company in its most recent Form 13F filing...

142,738 Shares in SBA Communications Corporation $SBAC Bought by Engineers Gate Manager LP

Engineers Gate Manager LP purchased a new stake in shares of SBA Communications Corporation (NASDAQ:SBAC - Free Report) during the second quarter, according to the company in its most recent...

SBA Communications Corp. is a real estate investment trust, which engages in the provision of wireless communications infrastructures. It operates through the following business segments: Domestic Site Leasing, International Site Leasing, and Site Development. The Domestic Site Leasing segment includes AT&T, Sprint, T-Mobile, and Verizon Wireless. The International Site Leasing segment acquires and develops towers. The Site Development segment is involved in consulting and construction activities. The company was founded by Steven E. Bernstein in 1989 and is headquartered in Boca Raton, FL.

SBA Communications Corp - Ordinary Shares - Class A

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?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$3.79	--	--	N/A
Q3 '25	$2.19	$2.20	0.36%	BEAT
Q2 '25	$2.12	$2.09	-1.29%	MISSED
Q1 '25	$2.14	$1.77	-17.27%	MISSED
Q4 '24	$2.07	$1.61	-22.21%	MISSED

SBAC
SBA Communications Corp - Ordinary Shares - Class A

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