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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 focus on the company's strategic pivot toward AI infrastructure following its acquisition of Northern Data, a move that has significantly expanded its GPU capacity and data center footprint. The community is actively debating the potential for a massive short squeeze due to record-high short interest, while simultaneously analyzing the upcoming earnings report and formal guidance as key catalysts for a long-term re-rating.

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 Platforms is currently drawing heavy investor focus following a transformational 20-year, $9.1 billion data center lease agreement with Anthropic, sparking debate over the company's valuation and strategic shift into AI infrastructure. While bullish retail traders and analysts highlight the potential of Riot's massive power capacity and long-term contracts as a major growth catalyst, community sentiment remains split due to volatile price action and concerns regarding potential share dilution to fund future buildouts.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin shares are facing intense downward pressure following a rare earnings revenue miss and subsequent wave of analyst downgrades, fueling significant community debate over whether this represents a structural growth slowdown or a temporary overreaction. While some investors are aggressively buying the dip, citing strong margins and share buyback potential as evidence of an attractive valuation, others are bracing for further technical weakness and warning of a potential shift in market sentiment toward the stock.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi LLC is trending following a massive catalyst involving a 15-year, $6.5 billion data center lease with TensorWave at its Project Matador campus, sparking intense community debate over the company's valuation and potential for further AI infrastructure contracts. Investors are actively discussing the stock's future, weighing the significant revenue validation against concerns regarding execution, dilution, and the intensity of recent short interest.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox is trending as investors digest its latest earnings performance and the announcement of a multi-million dollar share repurchase program aimed at debt reduction. The community is intensely debating the stock's long-term potential in AI data center infrastructure versus the aggressive activity of short sellers who remain active on the ticker.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is currently generating significant community debate as investors weigh the company's aggressive revenue growth and international expansion against concerns regarding margin compression and the potential impact of regulatory headwinds. Many shareholders remain bullish on the long-term potential of the platform's AI-integrated health ecosystem, while others are closely monitoring the stock's volatility and short interest ahead of the upcoming earnings report.

Kopin Corp. engages in the development, manufacture and sale of wearable technologies which include components and systems. Its portfolio includes AMLCD, LCOS displays, OLED displays, ASIC, backlights, and optical lenses. The firm uses semiconductor material technology to design, manufacture and market its component products for use in military, enterprise and consumer electronic applications, training and simulation equipment and 3D metrology equipment. The company was founded by John C.C. Fan on April 23, 1984 and is headquartered in Westborough, MA.

Kopin Corp.

Kopin Corp

Kopin Corp is trending as investors rally behind its recent defense contract wins and strategic AI pivot, specifically its development of MicroLED-based optical interconnects aimed at solving critical data center bottlenecks. The community is actively discussing the stock's long-term growth potential in defense and AI infrastructure, with many shareholders maintaining high conviction in management's turnaround strategy despite historical volatility.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is experiencing significant volatility following a major leadership transition as co-founders return to co-CEO roles, sparking intense debate among the community about whether this change signals strategic uncertainty or a bullish pivot to founder-led growth. Investors are also closely weighing this shift against the company's strong global revenue trajectory and market share gains, while some traders highlight potential technical setups and institutional accumulation amid the recent pullback.

Sionna Therapeutics, Inc. operates as a clinical-stage biopharmaceutical company. The firm engages in researching, developing and commercializing novel medicines for cystic fibrosis. It is focused on advancing a pipeline of small molecules and complementary CFTR modulators designed to deliver transformative clinical outcomes and improve the quality of life for individuals living with cystic fibrosis. The company was founded by Greg Hurlbut and Mark Munson in August 2019 and is headquartered in Waltham, MA.

Sionna Therapeutics Inc.

Sionna Therapeutics Inc

Sionna Therapeutics is experiencing extreme volatility and intense community discussion following a massive sell-off triggered by the discontinuation of its SION-719 cystic fibrosis drug program due to unfavorable clinical data. While some traders are expressing skepticism and caution, others are aggressively betting on a recovery, highlighting the company's remaining cash position and pipeline potential as catalysts for a possible rebound.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Biocryst Pharmaceuticals is currently experiencing heightened retail interest following a strong quarterly earnings report that exceeded revenue expectations and included raised full-year guidance. Investors are actively debating the company's valuation and the potential for a buyout, while some community members remain skeptical of the stock's volatility and historical price performance.

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Extremely Bullish 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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