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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

Reports that Anthropic may be IRENs previously undisclosed AI customer sparked intense discussion, but the partnership remains unconfirmed. Traders debate whether the speculation supports a lasting re-rating or a sell-the-news move, while broader concerns about infrastructure execution, financing and recent weakness temper the bullish reaction.

W.F Holding Ltd. engages in the manufacture of fiberglass reinforced plastic and FRP products. It sells a range of FRP products, including filament wound and molded tanks, thermoplastic tanks, lining products, ducting and fitting products, air pollution control equipment, and custom-made products. The firm also offer delivery, installation and repair, maintenance services, and on-site consultation services. The company was founded on March 7, 2023 and is headquartered in Shah Alam, Malaysia.

WF Holding Ltd.

WF Holding Limited Ordinary Shares

WFFs sharp, highly volatile surge is drawing attention as a speculative momentum trade, with traders variously attributing the move to algorithmic buying, FOMO, or possible short covering rather than a confirmed company catalyst. Bulls are betting on more upside, while bears warn that the run lacks clear fundamental support and could reverse sharply, citing dilution risk and the companys weak financial position.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs rally to fresh highs is drawing attention, with traders pointing to recent analyst upgrades and optimism about AI and sovereign-AI demand ahead of earnings. Bulls are celebrating the breakout and speculating about short covering, while skeptics argue the valuation is stretched and warn of a pullback.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

KTOS is drawing attention for its prolonged selloff toward 52-week lows despite analyst upgrades and defense-contract wins across drones, hypersonics, space and cyber. Bulls are buying the dip on long-term defense demand and backlog growth, while skeptics cite persistent selling, insider sales, valuation and cash-flow concerns, questioning whether contract momentum will translate into profitable growth.

ETF Opportunities Trust - T-REX 2X Long GME Daily Target ETF

T-REX 2X Long GME Daily Target ETF

GMEU is attracting attention as a leveraged play on GameStops rebound, with bullish traders highlighting its gains and speculating about a short squeeze and tight share borrowing. Others caution that daily leverage and volatility can cause it to lag GME over time, and prefer owning the underlying shares.

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 is drawing attention amid a sharp, volatile pullback, with traders pointing to Bitcoin-miner weakness and disappointment that its AI/data-center dealsincluding the Anthropic leasehave not supported the share price. Bulls see the pivot and a potential Corsicana tenant as future catalysts, while skeptics question whether the AI contracts can offset the stocks Bitcoin exposure and are watching for further technical support.

Johnson & Johnson is a holding company, which engages in the research, development, manufacture, and sale of products in the healthcare field. It operates through the Innovative Medicine and MedTech segments. The Innovative Medicine segment focuses on immunology, infectious diseases, neuroscience, oncology, cardiovascular and metabolism, and pulmonary hypertension. The MedTech segment includes a portfolio of products used in interventional solutions, orthopaedics, surgery, and vision categories. The company was founded by Robert Wood Johnson I, James Wood Johnson, and Edward Mead Johnson Sr. in 1887 and is headquartered in New Brunswick, NJ.

Johnson & Johnson

Speculation that Johnson & Johnson could acquire Sellas Life Sciences is a major focus, with traders pointing to perceived executive connections and J&Js oncology ambitions; no deal is confirmed. Others are watching J&Js upcoming quarterly results and debating the stocks recent strength.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys rally is drawing attention amid optimism that AI-powered, agentic shopping could expand its commerce business, including through Metas Muse integration and bullish analyst commentary. Traders are celebrating the breakout and strong momentum, while others warn the run may be stretched and flag resistance and possible pullbacks.

The Last Play is Crypto’s 401k.  RETIRE is more than a coin; it’s The Last Play. We are a community dedicated to breaking free from the grind and building true generational wealth. With RETIRE, our mission is simple yet profound: to provide a pathway to retire yourself and secure financial freedom for your bloodline. While others chase hype and trends, we’re focused on creating a legacy that lasts beyond the typical cycle. RETIRE is about making the one move that matters, with a vision for long-term value, freedom, and impact. This isn’t just a meme —it’s a purpose-driven commitment to building a legacy.

The Last Play

RETIRE is drawing attention from a community push around its on-chain 401(k) and early-retirement meme-coin narrative, with supporters promoting recurring DCA and celebrating recent momentum. Skeptics counter that it is a highly speculative pump-and-dump, while holders debate selling pressure and whether the gains can hold.

Zillow Group, Inc. engages in the provision of real estate and home-related information marketplaces on mobile and the web. The company was founded by Richard N. Barton and Lloyd D. Frink in December 2004 and is headquartered in Seattle, WA.

Zillow Group Inc - Ordinary Shares - Class C

Zillow Group Inc Class C

Zillows earnings and lowered residential outlook are fueling debate against a weak housing backdrop, with traders pointing to high mortgage rates and muted home-buying activity. Some view the selloff as overdone and the stock as undervalued, while others expect continued pressure as housing demand remains subdued.

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Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Microsoft Corporation

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OKLO Hits a 52-Week Low: Is Investor Patience Wearing Thin?

OKLO's $3 billion cash cushion offers breathing room, but soaring development costs and a long road to commercial power generation leave investors facing tough choices.

Is NuScale Power Stock a Buy After September Slump?

Key PointsOne analyst expects NuScale Power stock to fall further...

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of NuScale Power Corporation - SMR

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Has Nuclear Energy Trade Seen Its Bottom? What Jan Van Eck Sees In The Constellation-Google Deal

Equity

Van Eek Funds CEO, Jan van Eck, said that the AI 2.0 trade, which includes the power infrastructure, is headed for a reversal after a lackluster performance so far in 2026.

CEG, VST, TLN Jump: Google’s Power Deal Sparks A Nuclear Rally

Constellation and Google announced two contracts on Tuesday, totaling about 3,590 megawatts, sparking buying in CEG, as well as peers VST and TLN. 

How ENTRA1 Is Supporting NuScale's Commercial Nuclear Push

SMR's ENTRA1 partnership could unlock TVA deployment, data-center demand and industrial uses as commercial talks advance.

NuScale Power to Hold Third Quarter 2026 Earnings Conference Call

NuScale Power Corporation (NYSE: SMR), the industry-leading provider of proprietary and innovative advanced small modular reactor nuclear technology, today announced it will host a conference call to review third quarter 2026 results on Thursday, November 5, 2026, at 5:00 p.m. ET.The conference...

Oklo vs. NuScale Power: Which Utilities Stock Is a Better Buy in 2026?

Key PointsOklo utilizes an owner-operator model to provide direct fission power to data centers and industrial users...

NANO Nuclear Energy vs. NuScale Power: Which Stock Is a Better Buy in 2026?

Key PointsNANO Nuclear Energy is developing portable microreactor technology specifically for niche markets like military deployment and space exploration...

GE Vernova's BWRX-300 Secures First US Construction Permit

GEV wins the first U.S. construction permit for its BWRX-300 SMR, strengthening its nuclear pipeline and long-term growth opportunity.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

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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