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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 facing intense volatility and downward pressure as investors closely monitor a significant insider lockup expiration and a valuation disconnect following its high-profile IPO. The community remains deeply polarized, with many retail traders bracing for further downside while bullish voices focus on long-term aerospace growth and potential institutional support.

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 experiencing significant volatility and a sharp downward correction as investors rotate out of high-growth AI semiconductor names amid broader market fears and sector-wide margin liquidations. The community remains deeply divided, with some traders viewing the decline as a major buying opportunity given the company's long-term enterprise demand, while others caution that the previous parabolic run and manufactured sentiment have left the stock vulnerable to further downside.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is currently a focal point for investors as it faces a critical earnings report amid significant volatility and intense debate regarding its AI data center power infrastructure strategy. The community remains deeply divided, with bulls pointing to massive long-term backlog potential and recent institutional price target increases, while skeptical traders and short sellers raise concerns over supply chain transparency and the sustainability of recent price swings.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is currently trending as investors weigh strong fundamental performance and raised 2027 growth outlooks against broader market volatility in the semiconductor and AI infrastructure sectors. While the community remains polarized between those viewing current pullbacks as buying opportunities for a long-term AI play and others concerned by recent price swings and sector-wide sentiment shifts, discussion is heavily focused on the company's ability to maintain revenue acceleration amidst rising hyperscaler capital expenditure.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is attracting intense debate as investors weigh speculative enthusiasm for quantum hardware advancements against concerns over heavy insider selling, cash burn, and the volatility of government-linked catalysts. While the stock experiences sharp price swings, community discourse remains split between long-term believers citing institutional partnerships and skeptics warning that current momentum is driven more by hype than fundamental business model traction.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Singapore.

Seagate Technology Holdings Plc

Seagate Technology is experiencing significant market attention as investors react to the company's upcoming earnings report, with the community actively debating whether the storage sector's recent vertical growth represents a sustainable AI-driven supercycle or a bubble nearing a correction. Discussions are heavily focused on the interplay between hyperscaler capital expenditure, supply constraints, and Seagate's competitive position within the broader memory and storage industry.

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

Coca-Cola is trending as investors rotate into defensive, high-conviction dividend names amidst volatility in tech and growth sectors. The community is actively discussing the company's strong earnings beat, hiked guidance, and its role as a reliable long-term 'safe haven' play in an uncertain macroeconomic environment.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

The SPDR Dow Jones Industrial Average ETF (DIA) is currently at the center of investor focus as markets navigate significant geopolitical tensions in the Middle East and concerns over the semiconductor sector's sustainability. The community is actively debating whether current price levels are supported by fundamentals or if the broader market is overdue for a correction as investors brace for pivotal earnings reports and key economic data.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is facing significant selling pressure as investors rotate out of AI infrastructure names following an extended rally, despite continued strong demand for its optical communications segment. While some community members view the sharp pullback as an overreaction that offers an attractive buying opportunity, others remain cautious, highlighting concerns over high valuations and the potential for further volatility in momentum-driven tech stocks.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital Inc. is trending as investors reassess the AI infrastructure landscape following bullish capital expenditure outlooks from hyperscalers and key analyst upgrades. The community is actively debating the stock's relative strength against sector peers, with many focusing on the company's strategic power pipeline, successful execution of infrastructure contracts, and the potential for a rebound following a period of sector-wide volatility.

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$ZVRA In a strange way, this CHMP decision is as big as FDA approval was for the retail investor. Not because it opens up a market that is as valuable as the U.S., compensating for a drug price that will be one-third as hefty by accessing a treatment population 33% larger, but because of the obvious future implications for the company. 

If approved, Zevra will finally be rightfully valued for their clean capital structure; COH; market growth; and potential doubling of near-term revenue. Zevra will be pursued by big pharma that loves to brag about revenues, future revenues and expanded market opportunities in new fields of therapy — especially rare disease. A buyout becomes a foregone conclusion. It’s what Neil does and increases his attractiveness in that area of expertise. 

If denied, not only does a market close but everything I have written above slides from the passenger side front window to Neil’s rear view mirror. Still valuable. Still undervalued. $54 (YES) $11 (No) Good bet!

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Zevra Therapeutics Inc

 In a strange way, this CHMP decision is as big as FDA approval was for the retail investor. Not because it opens up a market that is as valuable as the U.S., compensating for a drug price that will be one-third as hefty by accessing a treatment population 33% larger, but because of the obvious future implications for the company. 

If approved, Zevra will finally be rightfully valued for their clean capital structure; COH; market growth; and potential doubling of near-term revenue. Zevra will be pursued by big pharma that loves to brag about revenues, future revenues and expanded market opportunities in new fields of therapy — especially rare disease. A buyout becomes a foregone conclusion. It’s what Neil does and increases his attractiveness in that area of expertise. 

If denied, not only does a market close but everything I have written above slides from the passenger side front window to Neil’s rear view mirror. Still valuable. Still undervalued. $54 (YES) $11 (No) Good bet!