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AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending following a business update that highlights a significant $1.3 billion revenue backlog, reaffirmed 2026 financial guidance, and confirmed contracts for 10 upcoming satellite launches. Investors are actively debating the company's long-term commercial roadmap and scaling capabilities as it transitions toward beta services, while the stock continues to see high volatility driven by speculative institutional sentiment and polarizing community views on its valuation and growth trajectory.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently the subject of intense community debate following record revenue and a massive expansion in its backlog, though investors are scrutinizing an EPS miss and the narrowing window for its Neutron rocket debut. The conversation centers on the company's long-term vision, including its new GHOST launch platform and recent acquisition activity, as traders weigh these growth catalysts against volatility and technical price movements.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is gaining momentum as investors weigh a strong Q2 earnings report, characterized by a significant surge in net income and raised EBITDA guidance, against the backdrop of global LNG supply scarcity. The community is actively discussing the company's operational growth and the impact of elevated global natural gas prices on its long-term contract backlog.

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 seeing intense activity driven by a major 20-year, $9.1 billion data center lease with an AI frontier lab, which has spurred multiple analyst price target upgrades. While the community is actively debating the stock's transition from a bitcoin miner to an AI infrastructure player, sentiment remains divided between bulls focused on this long-term contracted revenue and skeptics concerned about volatility and ongoing price swings.

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 trending as investors digest a leadership transition and the strategic implications of the Serra Verde merger amid a push for domestic rare earth supply chains. The stock is facing volatility as market participants weigh potential government support against short-term price pressure and recent operational developments.

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 following robust quarterly results that beat consensus estimates and highlighted a major revenue surge driven by the AI data center power infrastructure boom. The community is actively discussing the company's $2.4 billion agreement with Base Electron for AI power generation projects and its expanding $14 billion pipeline, with many investors debating the stock's potential for further growth following this significant earnings-driven breakout.

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 as investors closely watch the July 31st deadline for a potential anchor tenant lease, which is tied to significant performance-based executive incentives. The community remains divided, with bulls pointing to the company's progress on infrastructure and potential deal flow, while bears highlight concerns over capital expenditure and a lack of confirmed revenue.

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 a focal point for investors as they navigate a volatile period marked by recent regulatory scrutiny and an upcoming earnings report. The community is actively debating the company's long-term growth storydriven by GLP-1 and peptide expansionversus near-term margin pressures and institutional sentiment.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea Ltd is currently trending as investors weigh its aggressive expansion and pivot toward AI integration against ongoing concerns regarding insider selling and broader regional economic instability. The community remains deeply divided, with bulls highlighting the stock's long-term valuation discount and growth potential in Southeast Asian e-commerce and fintech, while bears caution against margin pressure and geopolitical risks.

Upwork, Inc. is an online marketplace which engages in the provision of businesses to find, hire, and pay freelancers for short-term and longer-term projects. Its marketplace offerings include Upwork Basic, Upwork Plus, Upwork Business, Upwork Enterprise, and Upwork Payroll. The company was founded by Odysseas Tsatalos and Efstratios Karamanlakis in December 2013 and is headquartered in Palo Alto, CA.

Upwork Inc

Upwork is facing intense community debate as investors weigh strong earnings beats and share buyback programs against structural headwinds from AI integration and reduced revenue guidance. While some participants view the stock as a deep value opportunity, others express significant skepticism regarding the long-term impact of AI on freelance demand and overall platform monetization.

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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? 
 
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