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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

SpaceX is experiencing extreme volatility following its IPO as retail investors chase FOMO, while the community fiercely debates whether this is a revolutionary asset or a massive speculative bubble. Traders are closely watching the upcoming debut of options and index inclusion, fueling intense speculation over whether a major gamma squeeze is imminent or if a sharp correction is inevitable.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is currently navigating a period of high volatility as investors react to a new shelf offering announcement alongside a strong earnings report. The community is sharply divided, with many long-term holders focusing on record revenue growth and deep institutional ties, while others express frustration over dilution and are actively rotating capital toward the upcoming SpaceX IPO.

EchoStar Corp. engages in the design, development, and distribution of digital set-top boxes and products for direct-to-home satellite service providers. It operates through the following business segments: Pay-TV, Retail Wireless, and Broadband and Satellite Services. The Pay-TV segment business strategy is to be the best provider of video services in the United States by providing products with the best technology, outstanding customer service, and great value. The Retail Wireless segment offers Retail Wireless services as well as a competitive portfolio of wireless devices. The Broadband and Satellite Services segment business strategy is to maintain and improve leadership position and competitive advantage through development of technologies and services marketed to selected sectors within the consumer, enterprise and government markets globally. The company was founded by Charlie William Ergen, Candy Ergen, and James DeFranco in 1980 and is headquartered in Englewood, CO.

EchoStar Corp - Ordinary Shares - Class A

EchoStar Corp

EchoStar is currently a focal point for investors seeking a tactical, discounted proxy to SpaceX, as the market anticipates significant re-valuation following the upcoming IPO. Community discussions are centered on the substantial gap between EchoStars current market capitalization and the value of its equity stake in SpaceX, leading to high-conviction sentiment regarding a potential short squeeze.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending as investors weigh resolved audit disputes and new leadership appointments against persistent downward price pressure and competitive concerns. While some community members see a potential bottom for the undervalued stock, others remain skeptical, citing technical weakness and a lack of clear momentum despite recent organizational changes.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is trending following a significant leadership transition and a challenging growth outlook that has pushed shares to multi-year lows, triggering intense debate among investors over whether the stock is a deep-value opportunity or a long-term trap. While some community members are actively accumulating shares based on low valuation multiples, others remain cautious, citing the abrupt CEO departure and broader sector-wide pressure on payments companies.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

General Motors is in discussions with Lockheed Martin to manufacture components for military weapons systems, a move aimed at bolstering defense production as the U.S. looks to replenish stockpiles. Investors and the community are closely watching this as a potential revenue growth catalyst, with active discussions focused on how these defense contracts might enhance GM's manufacturing scale and long-term financial prospects.

Fox Corp. engages in providing television production and broadcasting services. It also provides news under the brands FOX News Media, FOX Sports, FOX Entertainment and FOX Television Stations, and Tubi Media Group. It operates through the following segments: Cable Network Programming, Television, and Other and Corporate. The Cable Network Programming segment refers to the production and licensing of news and sports content distributed primarily through traditional cable television systems, direct broadcast satellite operators, and telecommunication companies and online multi-channel video programming distributors. The Television segment focuses on the acquisition, marketing, and distribution of broadcast network programming. The Other and Corporate segment relates to the FOX Studio Lot, Credible Labs Inc, corporate overhead costs, and intracompany eliminations. The company was founded by Keith Rupert Murdoch on May 3, 2018, and is headquartered in New York, NY.

Fox Corporation - Ordinary Shares - Class A

Fox Corporation

Fox Corporation is facing significant market pressure and volatility as investors react to its major agreement to acquire the streaming platform Roku. While the strategic move aims to expand Fox's digital footprint and ad-tech capabilities, community discourse is deeply divided between those viewing the deal as a long-term value play and critics who remain skeptical of the acquisition's price and potential integration challenges.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as investors grapple with the company's inclusion on a new U.S. government list citing alleged military ties, which has fueled uncertainty and ongoing selling pressure despite positive developments in AI and cloud growth. The community remains deeply divided, with many traders frustrated by the stock's persistent underperformance and inability to decouple from broader Asian market weakness, while others view the current price as a value opportunity for a long-term AI-driven rebound.

Amentum Holdings, Inc. engages in mission-critical, technology-driven services in government and commercial markets. It operates through the Digital Solutions and Global Engineering Solutions segments. The Digital Solutions segment provides advanced digital and data-driven solutions including intelligence analytics, space system development, cybersecurity, and next generation IT. The Global Engineering Solutions segment manages large-scale environmental remediation, nuclear power solutions, platform engineering, sustainment and supply chain management. The company was founded on November 26, 2019 and is headquartered in Chantilly, VA.

Amentum Holdings Inc.

Amentum Holdings is experiencing intense community frustration as the stock continues to struggle with persistent end-of-day selling pressure and a broader downtrend in the defense sector, despite strong backlog metrics and long-term positioning in nuclear and space infrastructure. While some investors advocate for a long-term 'buy and hold' strategy, others are actively debating whether algorithmic trading or a lack of immediate catalysts is preventing the stock from reflecting its fundamental value.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

Ocular Therapeutix is trending as investors debate the regulatory outlook for AXPAXLI, with discussions heavily focused on whether single-trial data is sufficient for FDA approval. The community remains divided, with vocal bears highlighting the risks of a competitive landscape and potential litigation, while bulls emphasize institutional support and the potential for a strategic M&A exit.

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Markets have been following a clear trajectory since the launch of ChatGPT and AI in late 2022, and that’s rotating themes.

The Artificial Intelligence technological renaissance is the high level theme, driving a major bull market that likely lasts many more years.

But within that, we have seen many sub themes come and go.

We had NVDA lead the initial wave with compute and GPUs… obvious in hindsight that we needed immense amounts of compute to train these LLMs.

Then came the power wave as we realized data centers needed immense electricity, names like $CEG and $VST soared, while spec names like $OKLO and now $BE $FCEL followed suit.

Then came the massive memory crunch, Micron, Sandisk and more got bid to the moon and keep going higher.

Photonics has been a major theme in recent months with the likes of AAOI and Lumentum.

The next theme is bigger.

Bringing AI to the physical world.

10 stocks for the robotics/automation trade:

https://kryptonresearch.substack.com/p/the-iron-age

A Basket of Stocks for the Robotics and Automation Era

Substack

The Iron Age

StockTwits for iOS

Constellation Energy Corporation

Vistra Corp

Oklo Inc.

Bloom Energy Corp - Ordinary Shares - Class A

Fuelcell Energy Inc

Markets have been following a clear trajectory since the launch of ChatGPT and AI in late 2022, and that’s rotating themes.

The Artificial Intelligence technological renaissance is the high level theme, driving a major bull market that likely lasts many more years.

But within that, we have seen many sub themes come and go.

We had NVDA lead the initial wave with compute and GPUs… obvious in hindsight that we needed immense amounts of compute to train these LLMs.

Then came the power wave as we realized data centers needed immense electricity, names like 

 followed suit.

Then came the massive memory crunch, Micron, Sandisk and more got bid to the moon and keep going higher.

Photonics has been a major theme in recent months with the likes of AAOI and Lumentum.

The next theme is bigger.

Bringing AI to the physical world.

10 stocks for the robotics/automation trade:

