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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 is seeing significant upward momentum after reporting $2.8 billion in new multi-year AI cloud contracts and raising its year-end ARR target above $4 billion. The community is actively discussing the stock's transition toward an AI infrastructure model, the role of substantial customer prepayments in reducing dilution risk, and the possibility of a major short squeeze given the elevated short interest.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is facing intense scrutiny and volatility as state attorneys general and international regulators challenge its pending merger with Warner Bros. Discovery, leading to concerns over antitrust litigation and deal closure timelines. While the community remains deeply divided, investors are actively debating the potential for a short squeeze against heavy short interest and focusing on the strategic implications of Ellison's leadership and the upcoming July deadlines.

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 generating significant market attention following the unveiling of "Thunder," an autonomous VTOL platform developed in partnership with Anduril Industries for both defense and commercial applications. The community remains divided, with some investors bullish on the long-term defense pivot and solid cash position, while others express frustration over share price volatility and the ongoing timeline for commercial flight certification.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery shareholders are preparing for a critical vote on the proposed $110 billion merger with Paramount Skydance, an event that has sparked significant industry debate and investor scrutiny. Community discussion remains heavily focused on the deal's approval odds, the controversial executive compensation packages, and the long-term competitive implications for the streaming sector against major tech incumbents.

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 trending as investors debate the impact of the pending Clarity Act on institutional adoption and market liquidity. Community discussions are split between optimistic bulls anticipating a regulatory-driven breakout and skeptical voices highlighting the asset's historical price stagnation and volatility.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital Inc. is gaining traction as investors speculate on its potential role in the growing AI infrastructure sector, specifically driven by its behind-the-meter natural gas power capabilities. The community is actively discussing impending tenant announcements and upcoming inclusion in the Russell 3000 index as key catalysts for a potential revaluation.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF is attracting significant investor attention as a defensive anchor during market uncertainty, with the community actively debating the trade-off between its focus on high-quality dividend growth and the higher current yields offered by alternative income strategies. Investors remain focused on its long-term compounding potential, with many treating recent price pullbacks as accumulation opportunities while others weigh its historical stability against the higher beta of tech-heavy growth portfolios.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is currently the subject of intense retail speculation as traders weigh the potential impact of the proposed Clarity Act against broader market volatility and mixed analyst ratings. The community is sharply divided, with bulls pointing to institutional accumulation and regulatory optimism, while bears highlight persistent price suppression and technical weakness compared to other crypto-linked assets.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is experiencing significant market interest and volatility following its all-stock acquisition of Personalis, an move designed to strengthen its precision oncology platform despite shareholder dilution concerns. Investors are actively debating the deal's strategic value and long-term integration risks while monitoring key support levels as they weigh the potential for a recovery in the healthcare AI sector.

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Reliance Industries Ltd.

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ITC Ltd.

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San Lotus Holding, Inc. operates as a development stage company, which intends to provide travel and leisure services. It offers transportation, accommodation, and packaged holidays. The company was founded on June 21, 2011 and is headquartered in Sacramento, CA.

San Lotus Holding Inc

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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