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Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is trending as investors debate the impact of an accelerated lockup expiration, with the community split between those anticipating a sell-off due to significant premiums over the fund's net asset value and those holding for long-term exposure to high-profile private AI and space infrastructure companies. Discussion is heavily focused on the fund's valuation compared to its underlying holdings and the potential volatility surrounding the upcoming date when restricted shares become eligible for market sale.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Georgetown, TX.

TSS Inc

TSS Inc. is facing intense investor scrutiny as its System Integration revenue growth has plateaued, despite management's previous optimistic framing regarding rack integration volumes. While some shareholders remain bullish on the firm's role in the AI data center supply chain, the community is actively debating the risks of heavy single-customer concentration and whether the recent capital investments will finally catalyze meaningful recurring revenue.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is trending as investors digest a beat on quarterly results alongside guidance that signaled ongoing demand for semiconductor equipment. While the company continues to benefit from AI-driven capital expenditure, community debate is split between those viewing recent volatility as a buying opportunity and those concerned that the stock's valuation is fully priced following its strong long-term run.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is seeing a surge in investor confidence following reports of significant advertising growth and commitments, with community members actively discussing a potential rebound as the stock reclaims key technical moving averages. Traders are closely monitoring this momentum, with many debating the impact of recent institutional buying as a catalyst for a sustained shift toward higher price targets.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is trending as investors react to a beat in quarterly earnings and the announcement of a new supply agreement with a major dialysis operator. The community remains focused on potential institutional accumulation and the long-term adoption of DefenCath, though active discussions highlight ongoing skepticism regarding management's communication and the stock's recent price volatility.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Run Inc. is trending as investors aggressively build positions in anticipation of significant growth, fueled by the company's NVIDIA 'Exemplar' cloud status and a major non-cancellable contract with Thinking Machines. The community is actively discussing the potential for a massive re-rating toward the company's previous all-time highs as traders compare its trajectory to other successful infrastructure plays and await further contract announcements.

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 surging following a highly positive Investor Day where the company revealed a long-term strategy centered on AI-driven storage demand and secured significant multi-year supply agreements. The community is actively debating the stock's massive daily gains, with many bulls highlighting robust profit margins and share buyback commitments while skeptics warn of potential overvaluation and cyclical sector risks.

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 trending as investors express intense frustration with management and persistent insider selling, overshadowing the company's shift toward AI infrastructure. The community is actively debating the stock's future, with many pointing to upcoming earnings as a potential catalyst for further volatility amid calls for leadership changes.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is currently trading within a tight, stagnant consolidation range as the community debates the validity of a long-term cyclical bottom versus an ongoing bearish trend. Sentiment remains deeply divided, with some investors aggressively accumulating on dips, while others express frustration over institutional control and the asset's failure to outperform broader equity markets.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

Axsome Therapeutics is seeing increased investor focus as markets digest updated peak revenue projections for Auvelity, now estimated at $8 billion following the recent approval for Alzheimer's disease agitation. The community is actively discussing the stock's long-term growth potential and pipeline advancement, with many highlighting the company's expanded sales force as a key driver for upcoming quarterly performance.

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Roundhill ETF Trust - Roundhill Weekly T-Bill ETF

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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