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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 top trending stock as investors scrutinize its record revenue and expanding backlog against concerns over Neutron launch timelines and profitability. While retail sentiment remains deeply divided between long-term bulls highlighting growth catalysts and skeptics wary of valuation premiums, the community is actively debating the company's ability to scale operations and deliver on its long-term strategic roadmap.

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 high volatility and intense community debate surrounding the stock's future earnings performance, margin compression from aggressive growth initiatives, and potential institutional short interest. While bulls highlight the company's strong revenue trajectory and long-term expansion into weight-loss and peptide markets as signs of an emerging industry leader, bears are expressing significant concern over the company's recent EPS misses, rising cash burn, and ongoing regulatory headwinds.

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 attracting significant investor attention as speculation intensifies over a potential anchor tenant deal, with community members closely tracking a performance-based RSU incentive for the Chief Commercial Officer that expires at the end of the month. The stock is being buoyed by high-volume call buying and increased retail interest surrounding Project Matador, while investors remain focused on the company's ability to secure and announce its first major hyperscale lease to validate its data center infrastructure strategy.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is currently trending following news of a strategic acquisition aimed at expanding its defense and autonomy capabilities, which has divided investor sentiment between long-term growth potential and short-term concerns over capital burn. While some community members remain bullish on the stock's ecosystem buildout and Toyota-backed manufacturing scale, others are actively shorting the name, citing concerns over dilution and a perceived aggressive shift away from the company's core air taxi goals.

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 trending following a massive $9.1 billion cloud computing deal with an AI frontier lab, which has fueled intense community debate over its pivot from Bitcoin mining to AI data center infrastructure. While bulls are touting this move as a transformational catalyst for long-term growth and potential future site leasing, others remain skeptical, citing concerns over price volatility, historical management criticism, and broader market sentiment regarding AI infrastructure plays.

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 currently drawing intense community debate as investors parse the company's recent earnings report, which highlighted a widening loss and revenue miss against a backdrop of significant contracted backlog and robust government defense awards. While bears are scrutinizing the cash burn and production timelines, bulls are emphasizing the massive long-term opportunity in the direct-to-device market and recent confirmations of scaled launch cadences to meet ambitious constellation goals.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

Ripple is facing intense community scrutiny and price pressure as legislative delays regarding the Clarity Act spark a divide between those aggressively accumulating at support levels and critics calling the project a failed utility play. Investors remain deeply split between believers who view current price stagnation as a strategic accumulation phase and vocal detractors who argue that ongoing dilution and competition from stablecoins have fundamentally eroded the token's long-term value.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending as investors react to reports of a massive 500-billion-dollar AI infrastructure financing initiative involving major Wall Street firms, aimed at supporting data center and compute capacity expansion. While some see this as a pivotal move to secure long-term demand for its hardware, the community is actively debating whether these financing structures represent a bullish "infrastructure" shift or a concerning expansion of circular vendor financing.

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 AG is currently under intense scrutiny from market participants following a leadership shake-up that saw co-founders return as co-CEOs and earnings results that left investors divided. While the community remains fiercely split between those who view the brand's premium growth and innovation as a long-term buy and others who fear slowing demand and competitive saturation, the stock remains a focal point for volatility-focused traders.

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 experiencing bullish sentiment from the community following strong Q2 earnings that highlighted significant revenue growth and progress toward profitability targets for Shopee. Investors are closely monitoring the stock's potential for a breakout, driven by its expansion in Latin America and optimism surrounding its fintech and gaming segments.

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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? 
 
Drop a comment with when you expect the first cut/hike to be.

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