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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 currently seeing significant volatility as investors weigh the company's recent commissioning of its Colorado processing facility and massive government-backed funding against concerns over substantial share dilution from SEC filings. The community is actively debating the stock's long-term potential as a domestic critical minerals leader versus the immediate downward pressure from institutional sell-offs and broader sector weakness.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions is surging as investors pivot toward AI infrastructure providers, with momentum fueled by a major strategic partnership with NVIDIA as an AI Factory Specialized Partner. Community sentiment remains polarized, with bulls highlighting its critical role in memory-pooled architecture while bears express caution over potential volatility and short-term overextension.

Personalis, Inc. engages in the provision of advanced genomic tests for cancer. The firm is also involved in providing sequencing and data analysis services to support population sequencing initiatives. The company was founded by Euan A. Ashley, Michael Snyder, Atul J. Butte, John S. West, and Russ B. Altman in February 2011 and is headquartered in Fremont, CA.

Personalis Inc

Personalis is trending as the community closely monitors its expanding clinical test volumes and Medicare coverage milestones, with significant focus on its role as essential sequencing infrastructure for personalized cancer vaccines and immunotherapy monitoring. Investors are actively debating the company's long-term competitive position versus industry peers like Natera and Guardant Health, while navigating volatility ahead of upcoming earnings and potential immunotherapy reimbursement updates.

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 currently trending as investors weigh significant ongoing AI infrastructure investmenthighlighted by a new large-scale data center project in Canadaagainst concerns over potential legal penalties and the long-term ROI of massive capital expenditures. While community sentiment remains polarized between bullish long-term growth expectations for Meta's AI ecosystem and skepticism regarding the company's aggressive spending and legal headwinds, market participants are closely monitoring upcoming earnings to gauge whether these heavy investments are effectively translating into sustained profitability.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending due to an analyst upgrade from Guggenheim, which challenged the prevailing "SaaSpocalypse" narrative by highlighting the company's attractive valuation and potential for long-term growth despite AI disruption fears. The community is actively debating whether enterprise software giants can successfully pivot to agentic AI as an accelerant, while traders remain split on whether recent price action represents a capitulation point or a lingering downward trend.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is currently experiencing renewed bullish sentiment driven by institutional interest in tokenized real-world assets and increased network activity. The community is actively debating the project's long-term utility versus its historical volatility, with many users focusing on staking strategies as a primary method for managing market fluctuations.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors react to reports of the company increasingly shifting from third-party AI models to its own in-house technology to reduce costs and gain ecosystem control. Community discussion is dominated by debates over the company's long-term AI strategy, ongoing organizational restructuring within its gaming division, and frustration over the stock's recent performance compared to other large-cap tech peers.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is attracting intense investor attention as its role in the industrial AI buildoutspecifically supplying the generators and heavy machinery needed for massive data center expansionfuels a record-breaking price rally. While bulls point to robust demand for AI infrastructure as a justification for its valuation, a vocal cohort of traders is actively debating whether the stock has become overextended and ripe for a pullback, following high-profile bearish bets from prominent short sellers.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is currently navigating significant selling pressure driven by broader market rotation out of AI infrastructure and data center stocks, exacerbated by concerns over hyperscaler capacity expansion. Despite this volatility, investors remain focused on the company's strong contracted revenue backlog and ongoing operational milestones, with active discussions centering on the long-term structural demand for AI compute capacity.

Sony Group Corp. engages in the development, design, manufacture, and sale of electronic equipment, instruments, devices, game consoles, and software for consumers, professionals and industrial markets. It operates through the following segments: Game and Network Services, Music, Pictures, Entertainment Technology & Services, Imaging and Sensing Solutions, Financial Services, and Others. The Game and Network Services segment deals with gaming machines, software and network services. The Music segment produces and publishes music and provides image media platforms. The Pictures segment handles film production, television program creation, and media networks. The Home Entertainment and Sound segment offers LCD televisions, home audio, Blu-ray Disc players and recorders, and memory-based portable audio devices. The Imaging and Sensing Solutions segment includes the image sensors business. The Financial Services segment manages the life insurance and non-life insurance operations and banking business. The Others segment consists of various operating activities, including the disc manufacturing and recording media businesses. The company was founded by Akio Morita and Masaru Ibuka on May 7, 1946 and is headquartered in Tokyo, Japan.

Sony Group Corporation - ADR

Sony Group Corporation

Sony is facing intense community backlash following the announcement of an all-digital future for PlayStation games, which has triggered widespread concerns about the loss of physical media and permanent platform boycotts. Investors are simultaneously debating the company's long-term valuation as concerns over insider stock sales and failed live-service projects clash with potential growth catalysts like upcoming franchise releases and the company's pivotal role in the CMOS sensor market for AI.

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ITC Ltd.

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AI Hunger Fuels VanEck Steel ETF (SLX): Is There More Room to Grow?

SLX hit a new 52-week high in early June, raising questions about further upside amid shifting industry trends.

Steel ETF (SLX) Touches a New 52-Week High

SLX hits a new 52-week high, climbing 77.6% from its low as demand for steel rises amid acceleration in global data center construction. 

Steel ETF (SLX) Hits New 52-Week High

SLX hits a 52-week high, up 57% from its low, boosted by regulatory relief and strong sector momentum.

Washington Just Handed Steelmakers a Huge Win: ETFs to Gain

Trump's move easing EPA rules boosts the steel supply chain, setting ETFs like XME up for firmer pricing power and steadier volumes.   

Peter Navarro Rules Out Steel, Aluminum Tariff Exemptions For EU And Other Allies

Equity

Navarro also praised the administration’s 15% tariff on cars, describing it as a cornerstone of Trump’s trade strategy with Europe. 

Sector ETFs to Lose/Win From Oil Price Rebound

Oil rebounded on strong demand signals and easing trade tensions, boosting XOP and SLX while pressuring XRT, CRAK, JETS, and GDX.

UK Rushes To Finalize US Steel Deal Before Trump’s July 9 Tariff Deadline

U.K. Prime Minister Keir Starmer’s spokesperson, Tom Wells, told reporters that the country is working with the Trump administration to avoid higher tariffs on steel “as soon as possible.”

Nippon Steel Completes US Steel Merger As Government Gains Oversight

Nippon Steel finalized its acquisition of U.S. Steel, pledging $11 billion in U.S. investments. The deal preserves American jobs, leadership, and operations under a national security agreement with government oversight.


A Guide to Trump’s Reciprocal Tariffs: What Are They, Who Pays, and Who Benefits?

Financial markets were sent reeling after Trump announced reciprocal tariffs against U.S. trading partners.

How Is Steel Dynamics’ Stock Performance Compared to Other Steel Stocks?

As Steel Dynamics has outpaced its industry peers recently, analysts remain highly optimistic about the stock’s prospects.

VanEck ETF Trust - VanEck Steel ETF

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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