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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 and heavy retail interest following its recent market debut, with traders heavily debating the company's trillion-dollar valuation against its current lack of profitability. The community is focused on the potential for massive short squeezes and the upcoming launch of options trading, which many believe will trigger significant price swings for the stock.

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 as investors react to the abrupt departure of the CEO, a move that has fueled significant uncertainty regarding the company's strategic direction and sparked widespread debate over its valuation. Community discussion is heavily divided, with some market participants viewing the steep drop as an oversold buying opportunity given the company's strong institutional backing and underlying assets, while others warn of deep-seated debt issues and market share loss to competitors.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata is trending due to significant insider selling following its recent price surge, while community sentiment remains split between long-term bullish convictions regarding its AI infrastructure pivot and cautious concern over potential near-term technical pullbacks.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the following segments: Platform and Devices. The Platform segment includes the sale of digital advertising and distribution of streaming services. The Devices segment is involved in the sale of streaming players, Roku-made televisions, smart home products and services, audio products, and related accessories. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku is seeing high volatility and intense community discussion following a strong first-quarter earnings report, which highlighted significant growth in active households and improved profitability. While many investors are optimistic about its operational turnaround and S&P MidCap 400 inclusion, others are closely watching the stock's price action as it faces pressure from short-term traders and shifting analyst price targets.

Horizon Quantum Holdings Ltd. engages in the development of software tools. The company is headquartered in Singapore.

Horizon Quantum Holdings Ltd. - Ordinary Shares - Class A

Horizon Quantum Holdings is gaining momentum as investors bet on its potential as a 'Microsoft of quantum computing' software, bolstered by strategic backing from industry leaders like IonQ and Dell. Community sentiment is currently driven by its ultra-low float and perceived undervaluation compared to other quantum players, leading to active discussions about its long-term potential as a pure-play software firm.

Dave & Buster's Entertainment, Inc. engages in the ownership and operation of entertainment and dining venues under the name Dave & Buster's. It offers a full menu of entrées and appetizers, a selection of alcoholic and non-alcoholic beverages, and an assortment of entertainment attractions centered around playing games and watching live sports and other televised events. The company was founded by David O. Corriveau and James W. Corley in 1982 and is headquartered in Coppell, TX.

Dave & Buster`s Entertainment Inc

Dave & Buster's Entertainment

Dave & Buster's is experiencing significant volatility following a double miss on second-quarter earnings and revenue, sparking intense debate among investors regarding the company's long-term viability and operational challenges. The community is heavily focused on the stock's high short interest and reports of reputational concerns, with many traders discussing potential downside risks while others hunt for signs of a turnaround.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is currently experiencing high volatility driven by a intense battle between retail bulls, who see significant upside potential from enterprise expansion and AI integration, and bears, who are aggressively shorting the stock due to concerns over valuation, insider selling, and competition from new generative AI tools. While investors are closely monitoring upcoming company events and sector-wide software rotations, the community remains sharply divided, with bulls pointing to strong revenue growth and a high-retention customer base as catalysts for a potential short squeeze, while critics dismiss the stock as overvalued hype susceptible to ongoing dilution.

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 experiencing intense market volatility as investors weigh the strategic and financial implications of its massive agreement to acquire Roku. The community remains deeply divided, with some betting on a long-term streaming transformation while others express concerns over the deal's high valuation and potential dilution for shareholders.

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 facing intense volatility as market participants debate its long-term viability amid heightened geopolitical tensions and regulatory scrutiny regarding its data center and AI initiatives. While some investors are aggressively accumulating shares at perceived discounted levels, others are actively shorting the stock, citing it as a persistent value trap that fails to sustain momentum despite positive earnings data.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is seeing intense market interest driven by a massive, AI-led structural turnaround in the demand for enterprise high-capacity storage and flash memory. Investors are actively discussing the stock's significant momentum as part of a broader "memory supercycle," with the community debating the sustainability of current price levels against the ongoing supply shortages and long-term infrastructure expansion.

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$WRD Interesting that Tesla is nowhere. Will they have to license a Chinese AV system to stay relevant in China?

$WRD  
 
▍The Tianjin leg of the Intelligent Driving Competition set a new record for the most difficult route; the Xingjiyuan ES achieved its sixth consecutive championship, while the Xiaomi YU7 made a comeback to secure third place.     
 
On June 14th, First Electric reported that the 28th leg of the second China Intelligent Driving Competition, the Tianjin leg, concluded on June 13th and 14th. The preliminary round covered 22 kilometers with 60 traffic lights and 6 test points (two two-lane U-turns, a shopping mall internal road, two narrow community roads, and a roundabout). The final round covered 27 kilometers with 61 traffic lights and 7 test points, setting a new record for the most difficult route (U-turns on unnamed roads, U-turns on the Kunlun Road auxiliary road, a roundabout without traffic lights at the Century Clock, U-turns on Haihe East Road, two extremely narrow community roads, and the Tianjin MixC underground parking lot).

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WeRide Inc. - ADR

Niels

 Interesting that Tesla is nowhere. Will they have to license a Chinese AV system to stay relevant in China?

@Luke113 D1EV had a good piece about that on their website a few days ago.

Read the intro of this piece (let the chrome browser translate it for you, unless your fluent Mandarin). It basically discusses the various short videos that surfaced of Tesla’s FSD v14 on Chinese roads (a hacked version). Some suggested the Intelligent Driving Competition should included the hacked version. 

Intelligent Driving Ranking (May 2026)
http://d1ev.com/news/qiye/302943

预祝各位参赛车友创造佳绩，更预祝中国智驾行业在本次比赛中，展现出某种冲向新世界的决心。当整个赛道进入一个"推倒重来"的阶段时，短期比赛成绩可能不是最重要的，克服困难攀登技术天梯的勇气，可能更重要。

D1ev

智驾天梯榜（2026年5月）

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 D1EV had a good piece about that on their website a few days ago.

Read the intro of this piece (let the chrome browser translate it for you, unless your fluent Mandarin). It basically discusses the various short videos that surfaced of Tesla’s FSD v14 on Chinese roads (a hacked version). Some suggested the Intelligent Driving Competition should included the hacked version. 

Intelligent Driving Ranking (May 2026)


@NLZ Thank you, a very interesting read. One specific point, Volkswagen, Mercedes, BMW and Honda, probably others, are working with Momenta. But Momenta had a poor rating. So those companies might have to reconsider with whom they work? And that could be a reason for Tony&#39;s recent optimism expressed in interviews and share buybacks? 
 
Specifically in China all foreign automakers may need to work with a Chinese AV partner to remain relevant for regulatory reasons. Bosch/Weride seems like a natural choice not only because of the ranking but also because Bosch is a widely used electronic systems supplier. Do you agree with the line of thoughts? 
 
Regarding Tesla, as long as the capabilities are not proven in a controlled competition I don&#39;t trust them.... we know our Elon.

 Thank you, a very interesting read. One specific point, Volkswagen, Mercedes, BMW and Honda, probably others, are working with Momenta. But Momenta had a poor rating. So those companies might have to reconsider with whom they work? And that could be a reason for Tony's recent optimism expressed in interviews and share buybacks? 
 
Specifically in China all foreign automakers may need to work with a Chinese AV partner to remain relevant for regulatory reasons. Bosch/Weride seems like a natural choice not only because of the ranking but also because Bosch is a widely used electronic systems supplier. Do you agree with the line of thoughts? 
 
Regarding Tesla, as long as the capabilities are not proven in a controlled competition I don't trust them.... we know our Elon.

@Luke113 I don’t think 1 bad rating would put Momenta down. They are tightly integrated in OEM’s home grown programmes. A very different approach from WeRide’s platform strategy. 

OEMs that run supplier led models (like Chery and GAC) will always run with several suppliers. GAC for instance has Huawei, Momenta on the high end. WeRide has a place here as well, but also has a powerful position in the mid tier level cars (higher volume). You’ll find DJI Automotive and Freetech in their more cost effective models.

I don’t think foreign players have to work with Chinese players, but it makes most sense to do so. VW licenses XPeng technology. Mobileye had great presence, but lost serious marketshare. Bosch leans on WeRide technology. 

Both GAC and Chery are pushing heavy on  export. I think this is where Bosch is strategically important for WeRide. Bosch is like a bridge layer. It brings credibility and also has experience in type approval, homologation and validation.

 I don’t think 1 bad rating would put Momenta down. They are tightly integrated in OEM’s home grown programmes. A very different approach from WeRide’s platform strategy. 

OEMs that run supplier led models (like Chery and GAC) will always run with several suppliers. GAC for instance has Huawei, Momenta on the high end. WeRide has a place here as well, but also has a powerful position in the mid tier level cars (higher volume). You’ll find DJI Automotive and Freetech in their more cost effective models.

I don’t think foreign players have to work with Chinese players, but it makes most sense to do so. VW licenses XPeng technology. Mobileye had great presence, but lost serious marketshare. Bosch leans on WeRide technology. 

Both GAC and Chery are pushing heavy on  export. I think this is where Bosch is strategically important for WeRide. Bosch is like a bridge layer. It brings credibility and also has experience in type approval, homologation and validation.