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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

IREN is rallying following the disclosure of over $2.8 billion in new AI cloud contracts and an increased annualized revenue target, which has sparked significant discussion regarding the company's customer diversification and reduced dilution risks. Investors are closely tracking these developments as proof of successful execution in the AI infrastructure sector, while the community remains divided between those anticipating a short squeeze and others questioning the long-term impact of potential share issuance.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group N.V. is trending as investors digest a confirmed 9.3% passive stake disclosure from Nvidia, which has sparked intense debate over the stock's long-term valuation and potential for a short squeeze. Community sentiment is deeply divided, with bulls pointing to the company's aggressive infrastructure build-out and institutional backing as a foundation for future growth, while bears express skepticism regarding the company's business model and recent price volatility.

Conagra Brands, Inc. engages in the manufacture and sale of processed and packaged foods. It operates through the following segments: Grocery and Snacks, Refrigerated and Frozen, International, and Foodservice. The Grocery and Snacks segment includes branded, and shelf stable food products sold in various retail channels in the United States. The Refrigerated and Frozen segment is composed of branded, and temperature-controlled food products sold in various retail channels in the United States. The International segment offers branded food products in various temperature states, sold in various retail and foodservice channels outside of the United States. The Foodservice segment focuses on branded and customized food products, including meals, entrees, sauces, and a variety of custom-manufactured culinary products packaged for sale to restaurants and other foodservice establishments in the United States. The company was founded by Alva Kinney and Frank Little in 1919 and is headquartered in Chicago, IL.

Conagra Brands Inc

Conagra Brands is trending as investors weigh its significant dividend yield against structural headwinds and recent insider buying, while the community intensely debates whether the stock is a deep-value opportunity or a dividend trap. Sentiment is split between those accumulating shares at multi-year lows for a potential turnaround and others fearful that the company's dividend is unsustainable given ongoing margin pressures.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is trending as investors debate the sustainability of recent price action, with some citing positive monthly metrics and an anticipated short squeeze, while skeptics point to persistent price suppression and concerns over management. The community remains deeply divided, balancing long-term bullish outlooks based on global expansion against frustration over the stock's inability to break through key technical resistance levels.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is attracting significant investor attention as the company officially transitions into revenue generation, headlined by the successful delivery of antimony ingots under its multi-million dollar defense contract and the commissioning of a new critical minerals flotation mill. Community sentiment remains highly polarized, with intense debates focusing on whether the stock is a long-term strategic play positioned to benefit from domestic supply chain security or a manipulated asset prone to dilution.

Harrow, Inc. engages in the development, production, and sale of innovative medications. It operates through the following segments: Branded and ImprimisRx. The Branded segment includes activities of the company’s FDA approved ophthalmology pharmaceutical products, including the out-licensing of rights to certain branded products. The ImprimisRx segment represents activities in the company’s ophthalmology-focused pharmaceutical compounding business. The company was founded by Mark L. Baum and Robert J. Kammer on January 11, 2006 and is headquartered in Nashville, TN.

Harrow Inc

Harrow Health Inc

Harrow Health is trending as investors digest a conservative 2026 financial outlook, which management intentionally set to avoid missing analyst expectations in the future. The community remains focused on the company's long-term commercial platform and the potential for new product launches, while actively debating the impact of recent revenue adjustments and the company's ambitious path toward its 2027 growth targets.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is seeing intense volatility and massive volume spikes as the community debates whether the stock is undergoing an institutional accumulation phase or a deeper correction fueled by dilution concerns. Investors are closely tracking defense contract news alongside the company's progress on integrating its DZYNE Technologies acquisition as they look toward upcoming earnings for a potential catalyst.

Goodyear Tire & Rubber Co. engages in the development, manufacture, distribution, and sale of tires. It operates through the following geographical segments: Americas, Europe, Middle East, and Africa, and Asia Pacific. The Americas segment is involved in the development, manufacture, distribution, and sale of tires and related products and services in North, Central, and South America. The Europe, Middle East, and Africa segment focuses on the development, manufacture, distribution, and sale of tires for automobiles, trucks, buses, aircraft, motorcycles, earthmoving, mining, and industrial equipment throughout Europe, the Middle East, and Africa. The Asia Pacific segment refers to the development, manufacture, distribution, and sales of tires for automobiles, trucks, buses, aircraft, farm, earthmoving, mining, and industrial equipment throughout the Asia Pacific region. The company was founded by Frank A. Seiberling on August 29, 1898 and is headquartered in Akron, OH.

Goodyear Tire & Rubber Co.

Goodyear is trending as investors weigh its ongoing balance sheet deleveraging and asset sales against the stock's significant discount to historical value. The community is actively debating the company's turnaround potential, with many buyers viewing the stock as a long-term value play while tracking institutional accumulation near support levels.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending as massive trading volume and institutional repositioning fuel debates over its transition to agentic AI orchestration and the potential for a short squeeze. Investors are closely monitoring the stock's stability near key demand levels as they weigh the company's GAAP profitability against ongoing competitive pressures in the enterprise software sector.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is seeing intense market interest and volatility as investors debate the company's dual-use autonomous platform, Thunder, and its potential for defense and commercial revenue. While supporters highlight a robust cash position and strategic partnerships as long-term catalysts, critics are voicing significant concerns regarding the company's ability to achieve piloted flight transition and ongoing cash burn.

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ThinkSmart Ltd. engages in the provision of differentiated products to retailers in multiple sectors at the point of sale, in-store, online and through contact centers. It offers lease and rental financing services. It operates through the following segments: UK, Corporate & Unallocated, and Other. The UK segment consists of ThinkSmart Europe Ltd., RentSmart Ltd., ThinkSmart Insurance Services Administration Ltd., and ThinkSmart Financial Services Ltd. The Corporate and Unallocated segment is composed of ThinkSmart Limited. The Other segment covers low volume territories such as SmartCheck Finance Spain SL, ThinkSmart Inc. (USA), and ThinkSmart Italy Srl. The company was founded by Natale Ronald Montarello in 1996 and is headquartered in Subiaco, Australia.

ThinkSmart Ltd

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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