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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Starship Flight 14s first orbital attempt and planned Starlink V3 deployment dominate discussion. Traders celebrated the flights progress and booster recovery, while debating engine trouble, whether the satellite payload deployed successfully, and a possible sell-the-news reaction.

Kodiak Sciences, Inc. is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of therapeutics for retinal diseases. Its product pipeline includes KSI-301 for wet AMD, KSI-301 for diabetic eye disease, KSI-501 for DME and uveitis, KSI-201 for resistant wet AMD, and KSI-401 for dry AMD. The company was founded by Stephen A. Charles and Victor Perlroth in 2009 and is headquartered in Palo Alto, CA.

Kodiak Sciences Inc

Kodiaks Phase 3 DAYBREAK trial met its primary endpoints for Zenkuda and tabirafusp-ted in wet age-related macular degeneration, driving intense attention to the biotechs potential path toward a Zenkuda filing. Traders celebrated the results and speculated about short covering, while others warned that sharp gains could give way to profit-taking and noted that regulatory approval is still ahead.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDBs strong quarterly results and raised full-year outlook failed to satisfy investors looking for faster Atlas growth; its outlook for slower Atlas growth and a stretched valuation drove a sharp selloff. Traders remain divided between calling the drop an overreaction and seeing slowing growth as a reason for caution, with shares showing volatile rebounds.

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

NOWs volatile trading is being linked to broader software-sector swings, with traders citing rotation between SaaS names and AI-chip stocks, alongside concerns about rates and whether AI could disrupt traditional software. Bulls argue ServiceNow can benefit by integrating AI into enterprise workflows and governance, while skeptics see continued sector and valuation pressure.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias record increase to its share-repurchase authorization is driving attention, with bullish traders viewing it as a confidence signal and potential support for the stock. Others question the value of buying shares at elevated levels, and some say the announcement has not translated into a sustained move.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas Muse AI launch and reported early adoption, alongside new AI and commerce integrations, fueled a sharp rally; traders are now debating whether it can generate meaningful revenue and justify heavy AI spending as shares pull back after gains. Bulls see a promising new growth engine, while skeptics point to hype, stretched momentum, security concerns and profit-taking.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

A newly reported 737 MAX software glitch and FAA review are drawing attention, with traders weighing possible certification or delivery delays against Boeings view that existing procedures address the issue and a permanent fix is underway. Some see the coverage as amplifying a previously disclosed problem, while others say it renews safety and execution concerns.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

HBAR is drawing attention after a sharp rally, a break above key resistance, and elevated trading volume. Traders are debating whether momentum and short covering are driving the move or whether enterprise-AI and IBM-related chatter is a catalyst; some say no clear trigger is confirmed and caution that gains could be met with profit-taking.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Quants reported selection by The Clearing House for its on-chain money initiative is driving attention, with traders linking the bank and tokenization news to the cryptos sharp rally and limited token supply. Bullish posts anticipate further gains, while others warn about extreme volatility and question whether the institutional deal will create direct demand for QNT tokens.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Ampriuss award of a substantial U.S. defense grant to retrofit a domestic battery line for high-energy-density drone cells is the main catalyst, with traders viewing it as support for U.S. production and NDAA-compliant supply. The reaction is broadly bullish, though some note the grant is not a purchase order and production scale-up remains ahead; short-squeeze claims are speculative.

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$BRK.B does management think more people will buy this when bonds are paying 5.2%.   Hope they realize the clock is ticking before older investors ,  pension funds and real institutional Money cannot buy and start to heavily sell this as the lack of returns and more risk this carries vs a simple bond makes it completely uninvestsble.  You cannot provide no returns and sit on huge cash before real capital has no choice but to leave for other investments.  If I was a long term shareholder sitting on huge gains I’d 100% selling off and getting into bonds to take a guaranteed yield vs.  An arrogant and aging management team that has shown very clearly it doesn’t understand today’s economy.  This is just beyond stupid as this point.  I get why this isn’t performing like sexy AI but can’t fathom how it can’t outperform a high interest savings account.

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Berkshire Hathaway Inc. - Ordinary Shares - Class B

 does management think more people will buy this when bonds are paying 5.2%.   Hope they realize the clock is ticking before older investors ,  pension funds and real institutional Money cannot buy and start to heavily sell this as the lack of returns and more risk this carries vs a simple bond makes it completely uninvestsble.  You cannot provide no returns and sit on huge cash before real capital has no choice but to leave for other investments.  If I was a long term shareholder sitting on huge gains I’d 100% selling off and getting into bonds to take a guaranteed yield vs.  An arrogant and aging management team that has shown very clearly it doesn’t understand today’s economy.  This is just beyond stupid as this point.  I get why this isn’t performing like sexy AI but can’t fathom how it can’t outperform a high interest savings account.

Graham Smith

@JohnsonRocket It is not managements job to do things to get people to want to buy the stock.

 It is not managements job to do things to get people to want to buy the stock.

Captain Vegetable

@CaptainVegetable it is thier job to allocate capital in a way that will create value for shareholders.   Doing nothing which is what they are doing is not.  They are being driven by ego to show that they were right hoarding cash in a bull market and it is the shareholders that are paying the price.  Don’t believe me? Look at some companies whose stock price has struggled for years and the market has lost faith in and see how long that management team remains employed.  If it wasn’t for buffets voting rights and strong previous results and reputation any other CEO would have been walked out the fucking door a long time ago.  There is a difference between poor returns from investments not working out,  tough markets and not doing anything.  You can’t sit there in the big chair with your finger up your ass forever.

 it is thier job to allocate capital in a way that will create value for shareholders.   Doing nothing which is what they are doing is not.  They are being driven by ego to show that they were right hoarding cash in a bull market and it is the shareholders that are paying the price.  Don’t believe me? Look at some companies whose stock price has struggled for years and the market has lost faith in and see how long that management team remains employed.  If it wasn’t for buffets voting rights and strong previous results and reputation any other CEO would have been walked out the fucking door a long time ago.  There is a difference between poor returns from investments not working out,  tough markets and not doing anything.  You can’t sit there in the big chair with your finger up your ass forever.

@JohnsonRocket Do you think holding the stock with management behaving opposite of how you want them to is ideal? Or would you be better off selling the stock and buying a company where management is doing things that make you happy. Pick one.

dalyconcepts

 Do you think holding the stock with management behaving opposite of how you want them to is ideal? Or would you be better off selling the stock and buying a company where management is doing things that make you happy. Pick one.

@CaptainVegetable management doing anything would make me happy.  Doing nothing isn’t a strategy.  If you’re too old and slow to see opportunities what good is cash in your hand? Great example is the tariff meltdown.  They look like complete fucking brain dead retards not deploying a cent there.  What were they waiting for?  They will likely see a pullback at some point but will they get to buy spy in the low 500s? I doubt it.   Time to take your lumps and admit you are a blue chip value stock and start behaving like one.  Buybacks and dividends.  It’s working quite well for all other insurance and banks etc as it gives people a reason to invest.

 management doing anything would make me happy.  Doing nothing isn’t a strategy.  If you’re too old and slow to see opportunities what good is cash in your hand? Great example is the tariff meltdown.  They look like complete fucking brain dead retards not deploying a cent there.  What were they waiting for?  They will likely see a pullback at some point but will they get to buy spy in the low 500s? I doubt it.   Time to take your lumps and admit you are a blue chip value stock and start behaving like one.  Buybacks and dividends.  It’s working quite well for all other insurance and banks etc as it gives people a reason to invest.

@JohnsonRocket Are you more likely to convince management to change their strategy or more likely to find management of a different company that aligns with your desires?

 Are you more likely to convince management to change their strategy or more likely to find management of a different company that aligns with your desires?