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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

SpaceX is facing intense downward pressure as investors weigh a massive upcoming insider share unlock against heavy capital expenditures in AI infrastructure. Community sentiment remains deeply divided, with bulls pointing toward long-term Starlink potential and market dominance, while vocal bears argue that the valuation is disconnected from current fundamentals and anticipate a selloff as new shares hit the market.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending due to a sharp after-hours decline following its earnings report, where a massive increase in capital expenditure overshadowed a solid revenue and earnings beat. The community remains deeply divided, with bulls pointing to accelerating data center growth and long-term AI infrastructure opportunities, while bears argue the stock is fundamentally overvalued following its significant year-to-date rally.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is facing intense scrutiny and volatility as investors react to a major high-yield bond offering aimed at expanding its Helios data center infrastructure. The community remains deeply polarized, with active debates centered on management's credibility, the delay in securing additional tenants, and whether the stock's recent performance reflects broader sector trends or internal execution issues.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is currently experiencing intense selling pressure and high volatility, with community sentiment deeply divided between long-term investors highlighting fundamental growth in data center capacity and short-term traders reacting to technical weakness and broader sector-wide liquidations. Discussion remains heavily focused on the company's capital-intensive build-out phase, the impact of institutional activity on price action, and skepticism regarding the timing of upcoming earnings and debt financing updates.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is currently facing downward pressure as investors react to a report that Waymo is exploring a split from their robotaxi partnership, fueling concerns about intensifying autonomous competition. Despite this volatility, some market participants remain focused on the stock's long-term potential, citing strong free cash flow, significant institutional positioning, and the platform's overall resilience against pure-play autonomous disruptors.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending as investors react to strong second-quarter financial results, including significant revenue and GMV growth that topped market expectations. The community is actively debating the company's long-term valuation and potential for AI-driven commerce, while some traders monitor the stock for volatility-driven swing opportunities following its recent price appreciation.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending as investors weigh strong earnings momentum and institutional interest against broader software sector volatility. The community is actively debating the stock's future, highlighting its AI infrastructure growth and recent credit facility expansion while closely monitoring price action ahead of its next earnings release.

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 Holdings is trending as investors react to a significant new 7.2% stake by BlackRock and the strategic appointment of former Mossad Director David Barnea, while the community remains hyper-focused on the high short interest and potential for a squeeze ahead of upcoming earnings. Discussions are centered on the company's defense-tech backlog and multi-domain ecosystem as the primary catalysts for a long-term valuation re-rating.

One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. It deals with the design and manufacture of high-performance customized computer and flash arrays, in-flight entertainment, and connectivity and value-added reseller with minimal customization. The company operates through the OSS and OSS Europe segments. One Stop Systems was founded by Stephen D. Cooper and Mark Gunn in 1998 and is headquartered in Escondido, CA.

One Stop Systems Inc

One Stop Systems is trending as investors digest a major new defense contract while closely tracking the stock's consolidation following its recent inclusion in several Russell and S&P indices. Community sentiment remains split between bullish investors focused on high margins, pending defense modernization projects, and edge AI demand, and short-term traders reacting to high volatility and aggressive market-maker activity.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is experiencing significant volatility following the leadership transition to new CEO Alisa Bowen and the removal of former CEO David Gandler from the board, a move investors view as a pivotal shift toward Disney-led integration and potential long-term stability. The community remains deeply divided, with some betting on a turnaround driven by ESPN synergies and improved profitability, while others express frustration over historical losses and continue to trade based on aggressive short-squeeze expectations.

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