Forge looks awesome, can't wait to add him to my X-Men. Don't care for Wolverine though.
Elektra/Ronin is the best out of all of the sets, though I wish that the set also came with a Maya head.
Cap/Fury looks good, though I don't collect Ultimate figures so I'll pass on it.
Not sure whether I want the Thing/Mr. Fantastic set yet, will depend on whether the Invisible Woman in the Torch/Invisible woman pack is solid or clear plastic. If she is solid with black costume, I'll probably get it, but if she's clear, I'll pass on the Thing and Mr. Fantastic.
Also, someone on Fwoosh found the next wave in the Wal-Mart computer system:
http://www.thefwoosh.com/forum/viewtopic.php?t=51140
MVL IM FMLE SHIELD 65356934507
MVL SHIELD AGENT HD 65356934509
MVL HUMN TORCH INVS 65356934510
MVL IM FMLE S.H.I.E.L.D 65356935931 (prob a variant)
MVL SHIELD AGNT NNJ 65356935932
Female S.H.I.E.L.D. Agent is cool, hopefully it will come with heads for both Maria Hill and Sharon Carter. Human Torch will hopefully be a flamed on version.