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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.

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.

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 is facing intense selling pressure following a revenue miss and guidance concerns that triggered a wave of analyst downgrades and price target cuts. While the stock has hit 52-week lows, the community remains deeply divided between those viewing the decline as an overreaction to temporary model-timing issues and those fearing structural growth plateaus.

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 Enterprises is trending after reporting strong revenue growth and a significant increase in its backlog, fueled by high demand for data center infrastructure and a new turbine supply deal with Siemens Energy. While the stock has seen significant volatility, the community is focused on the company's progress in securing large-scale AI power contracts and the impact of the latest earnings report on its long-term growth potential.

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 experiencing significant upward momentum driven by excitement surrounding its pivot into AI infrastructure and ongoing defense contract wins. Community sentiment is heavily focused on the company's recent strategic partnerships and the potential for their MicroLED-based optical interconnect technology to address critical data center bandwidth constraints.

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 attracting significant community attention as investors debate its premium growth model and aggressive expansion in Asia against broader retail sector volatility. Despite recent leadership changes and tariff concerns, strong brand loyalty and robust direct-to-consumer sales continue to fuel bullish sentiment regarding its long-term competitive position.

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 seeing increased retail interest and buyout speculation following a strong second-quarter earnings report that beat revenue expectations and resulted in raised guidance. While the stock continues to experience significant price volatility, the community remains divided between long-term holders optimistic about pipeline potential and those frustrated by persistent short pressure.

Quantum Computing, Inc. engages in developing novel algorithms and solutions utilizing quantum and quantum-inspired computing to solve difficult problems in various industries. It leverages its expertise in finance, computing, security, mathematics, and physics to develop commercial applications for the financial, security, and government sectors. The company was founded on July 25, 2001 and is headquartered in Hoboken, NJ.

Quantum Computing Inc

Quantum Computing Inc. is seeing heightened market attention as the community debates the shift from speculative hype to real-world revenue execution and government-backed contract potential. Investors are actively scrutinizing the firm's financial results and large short interest, with many focused on whether upcoming milestones and enterprise adoption can drive a significant re-rating of the stock.

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

SION is currently trending as investors debate a massive selloff following the discontinuation of a key cystic fibrosis drug program. While the community is split between fears of further downside and interest in a potential dead-cat bounce driven by the company's significant remaining cash position, many are actively monitoring the stock for signs of stabilization.

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USM's Q2 Earnings Beat Estimates Despite Lower Revenues

USM's earnings beat estimates in the second quarter, with strong momentum in the tower business. Decline in prepaid and postpaid connections hindered growth.

U.S. Cellular (USM) Reports Q2 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for U.S. Cellular (USM) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

United States Cellular (USM) Surpasses Q2 Earnings and Revenue Estimates

U.S. Cellular (USM) delivered earnings and revenue surprises of +9.09% and +1.31%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

Cogent Communications (CCOI) Reports Q2 Loss, Beats Revenue Estimates

Cogent (CCOI) delivered earnings and revenue surprises of -30.11% and +0.28%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

U.S. Cellular (USM) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates

Besides Wall Street's top-and-bottom-line estimates for U.S. Cellular (USM), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.

T-Mobile (TMUS) Q2 Earnings and Revenues Beat Estimates

T-Mobile (TMUS) delivered earnings and revenue surprises of +5.58% and +0.77%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

Growth Stocks Are Beaten Down. Why It’s Temporary and What Should Be On Your Shopping List Instead

Others

According to Goldman Sachs Research, a 5% increase in the tariff rate is estimated to reduce S&P 500 earnings per share by 1%-2%

Are USM, TDS Trump Trades Now? Raymond James Upgrades Mid-Cap Telecom Stocks On Reduced Regulatory Risk 

Equity

The analyst noted that U.S. Cellular, through ongoing strategic reviews and asset sales, may be on track to transition into a standalone tower company.

United States Cellular Stock Jumps 10% After Spectrum Deal With Verizon: Retail Cheers On

CEO Laurent C. Therivel said the firm is continuing the process to opportunistically monetize the remaining spectrum assets not included in Friday’s announcement

Array Digital Infrastructure, Inc. engages in the provision of wireless telecommunication services. The firm’s products include smartphones, tablets, vehicle routers, and accessories. It offers Internet plans, prepaid & postpaid plans, and roaming services. The company was founded by Leroy T. Carlson in 1983 and is headquartered in Chicago, IL.

Array Digital Infrastructure Inc.

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.

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