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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 facing significant selling pressure amid retail investor frustration over executive compensation packages and a perceived lack of new high-profile customer contracts. While some community members remain focused on long-term infrastructure potential and oversold technical conditions, others are pivoting toward competitors, viewing recent corporate spending and dilution as clear bearish signals.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is facing sharp downward pressure as investors pivot away from AI-linked semiconductor stocks, fueling intense community debate between bulls betting on long-term memory demand and bears pointing to technical breakdowns and potential sector rotation. Market participants are actively scrutinizing price action for signs of a floor, with many questioning whether this volatility represents a fundamental shift or a temporary correction following an extended rally.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp is trending as investors digest the company's recent earnings report and analyze the ongoing demand for optical networking components within the AI infrastructure ecosystem. The community remains highly focused on the company's vertically integrated InP production capabilities and its multi-year supply agreements, which many see as a crucial hedge against supply chain bottlenecks in the race to scale data center connectivity.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is trending as traders analyze a multi-year supply agreement with Coherent, which provides significant capital prepayment and validates long-term demand for the company's indium phosphide substrates. While some community members highlight this as a key indicator of semiconductor supply chain strength and forward visibility, others are actively debating whether recent volatility and insider selling patterns signal an overextended valuation.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is rallying on strong production and delivery figures that exceeded guidance, sparking community optimism about the R2 platform's potential as a primary growth catalyst. While some investors remain cautious about long-term profitability and execution risks, many are actively discussing the stock's role as a major competitor to Tesla, viewing the recent momentum as a potential turning point for its long-term valuation.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending following reports that the company plans to monetize excess AI compute capacity by offering cloud-style services, a move that has sparked intense debate over the company's long-term infrastructure strategy and the health of the broader AI ecosystem. Community discussion remains polarized, with some investors viewing the pivot as a smart way to maximize returns on massive capital spending, while others fear it signals cooling demand for the company's internal AI agents and suggests a more crowded, competitive landscape for AI infrastructure.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic is experiencing intense community speculation and bullish sentiment driven by ongoing token burns, upcoming governance upgrades, and anticipation of potential exchange relistings. Holders are actively discussing an underdog revival narrative, with many viewing the project as a long-term play despite broader market volatility.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Churchill Capital Corp XI - Ordinary Shares - Class A

Churchill Capital Corp XI is surging as retail sentiment leans into a high-risk humanoid robotics narrative driven by Agility Robotics' commercial momentum and recent institutional backing from BlueCrest Capital. Investors are closely tracking the SPAC merger process, balancing the excitement of potential category leadership against common volatility risks associated with pre-revenue SPAC transactions.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital is facing significant investor frustration and volatility as community members express deep skepticism toward management's pivot to AI infrastructure amid ongoing concerns about potential dilution and delayed tenant announcements. Despite recent analyst coverage and Bitcoin market fluctuations, the stock remains a major point of contention for traders who are actively debating whether it is a strategic long-term data center play or a poorly managed asset trapped in a perpetual cycle of short selling and price manipulation.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Investors are closely tracking the 80th event milestone in the REGAL Phase 3 trial for galinpepimut-S, with community sentiment fueled by expectations of a major data readout or potential buyout announcement ahead of the long holiday weekend. The stock is seeing significant volume and price volatility as traders debate the implications of trial delays and the potential for a substantial revaluation if clinical endpoints are met.

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Why Nuclear ETFs Are Emerging as a Compelling Investment Theme

AI energy demand, energy security and policy support are fueling a nuclear renaissance. ETFs like NLR & NUKZ stand to benefit.

Geopolitical Risk and AI Demand Fuel Nuclear Comeback: ETFs to Watch

Middle East conflict-led energy volatility, AI power demand and energy security concerns are driving a nuclear comeback. ETFs like NLR & NUKZ stand to benefit.

OKLO Stock Is Bouncing Back: Bulls Are Talking About $100 Again After This DOE Milestone

Equity

Last week, Oklo announced that the U.S. Department of Energy had approved the Preliminary Documented Safety Analysis for its Aurora powerhouse. 

Why Is SMR Stock Gaining Over 5% In Overnight Trading?

According to a report from The Chosun, Japan plans to invest up to $25 billion in NuScale Power. 


Iran-US Draft Deal Would Reopen Hormuz, Free $25 Billion, Waive Oil Sanctions: Report

Iran will continue its nuclear program but refrain from enriching uranium and expanding facilities.

SMR, NNE, OKLO Gain After Trump's EPA Chief Lee Zeldin Touts Small Modular Reactor Buildout

During an interview with Fox Business on Thursday, Zeldin said he was optimistic about the future of the U.S. energy sector and pointed to nuclear power as one of several areas showing positive momentum.

SMR Stock Gains Overnight: Nuclear Momentum Returns As Regulatory Veteran Joins Board

NuScale Power announced two new additions to its Board of Directors, including Dale E. Klein, who was previously the chairman of the U.S. Nuclear Regulatory Commission. 

3 Market Themes Driving Stocks Right Now: AI, Alt Energy and Commodities

AI, Alternative Energy and Commodity stocks are all leading this market as a confluence of economic developments drive growth and constrain supply.

OKLO Stock Snaps Three-Day Losing Streak To Jump Over 12% Today — What's Powering The Surge?

Oklo said the U.S. Nuclear Regulatory Commission approved the Principal Design Criteria topical report for its Aurora powerhouse under construction in Idaho.

The Zacks Analyst Blog Highlights X-energy, NLR, URAN, NUKZ, URA and URNJ

Nuclear energy gains momentum as X-energy surges post-IPO and ETFs like NLR and URA attract interest amid rising global energy security concerns.

Global X Funds - Global X Uranium ETF

Bearish 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.

Current Price	$43.23
Prev Close	$43.18
Open	$43.58
Dividend Yield	N/A
50-Day Moving Average	$50.17
Beta	N/A
Avg. Volume	3.93M
PE Ratio	N/A

52-Week High	$62.28
52-Week Low	$35.64
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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