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Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SPCX is experiencing extreme downward pressure as investors remain skeptical of its IPO valuation and brace for upcoming insider lock-up expirations. The community is sharply divided, with many traders anticipating a continued slide toward double digits while a smaller contingent looks for a bounce tied to upcoming space launch tests and potential Tesla synergy.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow (NOW) is experiencing intense volatility ahead of its earnings report, with shareholders debating whether recent weakness is an institutional setup for a massive short squeeze or a broader collapse in enterprise software sentiment. While some market participants worry that shifting IT budgets and new AI competition threaten the SaaS model, others are aggressively accumulating shares, viewing the current valuation as a temporary dislocation for a company positioned to benefit from long-term AI-driven workflow automation.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is seeing increased volatility as investors closely monitor cloud momentum and capital expenditure plans ahead of earnings. Community discussion remains heavily focused on whether massive investments in AI infrastructure will translate into durable revenue growth or if hyperscaler spending will face increasing scrutiny.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is currently in the spotlight as investors await upcoming earnings, with high anticipation for updates on its AI infrastructure capital expenditure and cloud growth. The community is actively debating the company's long-term competitive position against rivals in the generative AI space and whether aggressive AI spending is successfully translating into sustainable revenue and margin expansion.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently drawing intense interest as investors prepare for upcoming earnings, with the community actively debating whether the company can sustain its valuation amid concerns about margin pressure and the potential integration of other ventures. Bulls and bears remain deadlocked, driving high volatility and heavy option activity as traders speculate on whether a positive surprise could trigger a breakout or if the stock faces a sharper correction.

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 experiencing extreme volatility and massive trading volume as the community debates whether the heavy activity signals institutional accumulation or ongoing market manipulation. Investors are fixated on the stock's significant short interest and strategic transition toward agentic AI, with many monitoring for a breakout above key resistance levels that could trigger a short squeeze.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending ahead of its upcoming earnings report as investors and community members closely monitor the company's progress on manufacturing scalability and potential commercialization updates. Discussions are intensely focused on whether recent partnerships, such as the one with Honda, will provide tangible catalysts to shift the stock's recent downward momentum, with traders actively debating the impact of institutional positioning and sector-wide macro headwinds.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is facing intense volatility as the community remains divided over upcoming FDA advisory committee briefing documents and a newly filed patent infringement lawsuit. Investors are actively debating the strength of deramiocel's clinical data versus potential regulatory hurdles, with bulls looking for a massive short squeeze and bears citing legal risks and label breadth concerns.

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 massive trading volume and heightened investor interest following a string of defense and autonomous technology orders totaling millions in contract value. The community is actively debating the stock's potential for a short squeeze, with many pointing to the elevated cost-to-borrow fees and strong bullish sentiment ahead of upcoming earnings.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is seeing significant investor attention as market sentiment shifts toward enterprise AI, with community discussions largely centered on its role in mission-critical infrastructure, upcoming earnings catalysts, and robust institutional backing. While retail investors remain divided between long-term confidence in its AI platform adoption and skepticism regarding valuation, the stock continues to attract heavy focus as a core software play in the AI ecosystem.

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$IGV Software sector is selling off again.  There could be some great hidden values here but this is a hard sector to trade for the time being with future uncertainty on who&#39;s benefiting from AI and who&#39;s not.  
 
To me, the security software is the most difficult to be fully replaced by AI, but I may be biased because I&#39;ve spent over 20+ years in commercial security software development.  
 
$PANW $FTNT $CRWD $ZS

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Palo Alto Networks Inc

Fortinet Inc

Crowdstrike Holdings Inc

Zscaler Inc

 Software sector is selling off again.  There could be some great hidden values here but this is a hard sector to trade for the time being with future uncertainty on who's benefiting from AI and who's not.  
 
To me, the security software is the most difficult to be fully replaced by AI, but I may be biased because I've spent over 20+ years in commercial security software development.  
 
