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iShares Silver Trust

Silver is generating significant community buzz as traders weigh technical breakout levels against shifting macroeconomic indicators like a weakening dollar and cooling labor data. Discussion is heavily split between long-term "stackers" anticipating an explosive supply-demand reset and traders debating whether the recent price action marks a genuine trend reversal or another period of consolidation.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera is currently trending as investors focus on the upcoming Phase 2 clinical data readout for its lead program, ABCL635, which is viewed as a major validation test for the company's antibody discovery platform. The community is actively debating the stock's valuation as a potential biopharmaceutical company, with ongoing discussions centered on its recent strategic partnerships and the potential for a significant rerating following the release of the clinical results.

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, SkyGrid, and Insitu subsidiaries, a deal that includes a significant equity stake from Boeing and aims to bolster Archer's defense revenue and autonomy capabilities. While the community is actively debating the implications of potential share dilution versus the long-term strategic value of these new assets, sentiment remains divided between those expecting a major growth trajectory and skeptics focused on cash burn and execution hurdles.

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 center of active community discussion as investors weigh a strong backlog and recent defense contracts against concerns surrounding potential Neutron launch delays ahead of the upcoming earnings report. The stock is seeing high volatility with traders aggressively debating whether the current momentum will lead to a breakout or if pre-earnings caution will suppress further gains.

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.

Rumble is trending as investors await Q2 earnings and formal guidance on the combined business following the Northern Data acquisition, with the community actively debating its potential as an AI infrastructure play versus its legacy media valuation. High short interest remains a major talking point, fueling ongoing discussions about a potential short squeeze as management prepares to discuss GPU utilization, contract pipelines, and monetization of its data center assets.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is experiencing significant volatility following a sharp post-earnings sell-off that some investors view as a major overreaction to strong growth and margin performance. The community is actively debating whether current levels represent an attractive accumulation opportunity or a value trap, with many traders watching closely for a potential bounce or technical recovery as institutional interest and analyst upgrades spark conflicting sentiment.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as institutional ownership by major firms continues to surge, fueling community speculation about an imminent buyout or positive data readout from the REGAL trial. Investors are actively discussing the upcoming 80th trial event, with many focused on the potential for a market-moving catalyst as the company approaches its next earnings report.

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 seeing increased trading activity and investor interest ahead of its upcoming business update, as the company works to scale its direct-to-device satellite network through recent global regulatory approvals and strategic partnerships. While some market participants express caution regarding satellite launch cadence and the competitive landscape, the community remains highly engaged with news of growing institutional stakes, progress in the Japan-based Rakuten venture, and ongoing technical collaborations.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp is trending as investors weigh potential shifts in AI optical infrastructure demand, with community members actively discussing a reported U.S. proposal to restrict Chinese-made optical transceivers. While the stock has seen high volatility, traders are closely monitoring how supply chain dynamics, upcoming earnings, and strategic partnerships impact the long-term outlook for this essential component of AI hardware.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is surging following a record-breaking earnings report that highlighted massive demand for indium phosphide wafers, driven by an expanding AI optical infrastructure cycle and a key long-term supply agreement with Lumentum. The community is fiercely divided, with bulls pointing to the company's critical role in the photonics supply chain and institutional accumulation, while bears argue the stock is overextended and susceptible to risks related to China trade exposure and potential volatility.

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IOSP's Q2 Earnings Surpass Estimates on Broad-Based Growth

Innospec's Q2 earnings beat estimates as all three businesses delivered revenue growth, while a debt-free balance sheet supports further investment.

PRM's Q2 Earnings and Revenues Miss Estimates, Sales Up Y/Y 

Perimeter Solutions' Q2 revenue rose 31% as acquisitions and Value Driver execution fueled growth, but earnings and revenue missed estimates. 

NGVT Q2 Earnings Beat on Pricing, Mix and Higher Volumes

Ingevity's Q2 earnings beat estimates as pricing, mix and higher volumes lifted margins, prompting higher 2026 earnings and EBITDA guidance.

CF Q2 Earnings Miss Estimates Despite Strong Nitrogen Pricing

CF Industries' Q2 earnings miss estimates as lower volumes and the Yazoo City outage offset stronger nitrogen pricing and a 17.6% sales increase.

Quaker Chemical's Q2 Earnings Beat, Sales Rise on Volume Growth 

KWR posted higher Q2 earnings and record adjusted EBITDA as new business wins lifted volumes and revenue, while management expects growth to continue through 2026. 

Huntsman Posts Narrower Loss in Q2, Sales Beat on Higher Volumes 

HUN's Q2 revenue grew on stronger volumes and pricing across all segments, while its planned merger with Olin continues to advance toward a stockholder vote. 

ALB Q2 Earnings Beat Estimates on Lithium Pricing Strength

ALB beat Q2 earnings estimates as stronger lithium pricing, Specialties growth and productivity gains lifted sales, EBITDA and cash flow.

ArcelorMittal's Q2 Earnings & Revenues Miss Estimates, Sales Up Y/Y

MT missed on adjusted earnings as Q2 profit fell year over year, but expects stronger second-half shipments and sees Europe supported by policy changes. 

MOS Q2 Earnings Beat Estimates, Sales Miss on Lower Volumes 

Mosaic posted a Q2 adjusted earnings beat, but weaker sales, lower volumes and higher sulfur costs hurt results as it cut 2026 capex guidance. 

The U.S. Cannot Make Its Own Ammunition Metal; A Nevada Explorer Just Defined One of America's Largest Domestic Sources of It

The U.S. Cannot Make Its Own Ammunition Metal; A Nevada Explorer Just Defined One of America's Largest Domestic Sources of It The U.S. Cannot Make Its Own Ammunition Metal; A Nevada Explorer Just Defined One of America's Largest Domestic Sources of It PR Newswire VANCOUVER, BC, Aug. 3, 2026 Issued...

Skeena Resources Ltd. operates as a mineral exploration company, which engages in developing the Eskay Creek Project, an advanced-stage exploration project. The company was founded on September 13, 1979 and is headquartered in Vancouver, Canada.

Skeena Resources Ltd

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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