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Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Evernorths merger approval and planned Nasdaq debut as an XRP treasury company have driven intense interest, with traders framing XRPN as a scarce, high-momentum way to gain XRP exposure. The sharp swings have fueled debate over whether the rally reflects lasting value or a low-float speculative premium, while warrant exercisability and potential dilution add uncertainty.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

A sharp selloff in long-duration Treasuries as yields climb to multiyear highs dominates TLT discussion, with traders pointing to supply, fiscal and inflation concerns despite weak jobs data and reduced expectations for a near-term Fed hike. Bearish calls for further declines outweigh the counterview that the ETF is oversold and could rebound if yields ease.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs sharp rally is drawing attention to bullish analyst commentary and expectations around Starship, AI computing and data-center growth, alongside plans for a Florida pipeline to fuel launches. Many traders are celebrating the momentum, while skeptics point to lofty valuations, losses and upcoming share unlocks as risks.

Freeport-McMoRan, Inc. engages in the mining of copper, gold, and molybdenum. It operates through the following segments: U.S. Copper Mines, South America Operations, Indonesia Operations, Molybdenum Mines, U.S. Rod and Refining, Atlantic Copper, and Corporate and Other. The U.S. Copper Mines segment operates open-pit copper mines in Morenci, Bagdad, Safford, Sierrita, Miami in Arizona and Chino, and Tyrone in New Mexico. The South America Operations segment includes Cerro Verde in Peru and El Abra in Chile. The Indonesia Operations segment handles the operations of the Grasberg minerals district that produce copper concentrate containing significant quantities of gold and silver. The Molybdenum Mines segment includes the Henderson underground mine and Climax open pit mine, both in Colorado. The U.S. Rod and Refining segment consists of copper conversion facilities located in North America and includes refinery and rod mills. The Atlantic Copper segment smelts and refines copper concentrate and markets refined copper and precious metals in slimes. The Corporate and Other segment offers other mining and eliminations, oil and gas operations, and other corporate and elimination items. The company was founded by James R. Moffett on November 10, 1987, and is headquartered in Phoenix, AZ.

Freeport-McMoRan Inc

Coppers strength and the broader supply-and-demand outlook are driving attention to Freeport-McMoRan, with traders pointing to electrification and data-center demand alongside bullish breakout momentum. Others remain cautious about sharp price swings and the pace of the Grasberg mine recovery.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns strong earnings and AI-driven memory demand are prompting bullish discussion, but traders are frustrated that the shares have stalled or fallen despite the results. Debate centers on whether the memory upcycle can last or is nearing a peak, while some traders point to buybacks resuming after CHIPS Act restrictions expire as a potential catalyst.

PENGU is the official coin of Pudgy Penguins.  Pudgy Penguins has become the face of crypto with one of the most influential communities in the industry. From large companies wearing the Penguin, to being featured in ETF commercials, to garnering millions of followers and over 100 billion views, the Pengu has become a cultural icon making PENGU the world’s social currency.  PENGU allows for the ever-expanding Pudgy Penguin fanbase and the hundreds of millions of people outside of crypto that see and share the Pudgy Penguin everyday, to join The Huddle. PENGU is a symbol for community, memes, and good vibes.  Believe in Pengu. Believe in the Prophecy.

Pudgy Penguins

PENGU is drawing attention for volatile price action around the penny level, with traders debating whether it can break resistance and resume a rally. Bulls are buying dips and tying hopes to a broader crypto and meme-coin rebound, while bears cite repeated selloffs, weak follow-through, and a lack of fresh token-specific catalysts.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcoms reported financing arrangement of up to $42 billion for Anthropics AI infrastructure is dominating discussion, alongside the broader customer commitments tied to its custom chips. Traders are split between viewing the deal as a source of long-term demand and questioning financing exposure, customer concentration, and the risk of funding a customer to buy Broadcom products; many also criticize AVGOs recent lagging price action.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs record-high breakout is drawing attention amid reports of preliminary talks to help with Elon Musks Terafab chip project, alongside optimism about sustained AI-chip demand. Traders view the potential deal as a growth opportunity, while noting that no agreement is finalized and debating how TSMCs role would relate to Intels existing involvement.

Avalanche is a high throughput smart contract blockchain&nbsp;platform. Validators secure the network through a proof-of-stake consensus protocol. It is said to be fast, low cost, and environmental friendly.

Avalanche

AVAXs surge is being tied to institutional adoption and real-world-asset tokenization, including discussion of Goldman Sachs Treasury fund and NYSE testing Avalanche for tokenized securities. Bulls see these developments as support for a longer-term use case, while skeptics question whether adoption will translate into token value and warn the rally could fade.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

Semiconductor ETF discussion centers on a renewed push higher, with traders pointing to resilient AI-chip demand and returning sector leadership; bullish calls for continuation are tempered by concerns about stretched momentum, resistance, and a possible pullback.

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Sprott Physical Uranium Trust - Unit

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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