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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

Reports that SpaceX may raise financing to buy NVIDIA AI chips are driving discussion, with traders split between viewing the move as support for its AI-computing ambitions and worrying about added debt, dilution, and upcoming share unlocks.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons advance has traders watching for a breakout, with bullish call-flow chatter and optimism about the upcoming earnings report. That enthusiasm is tempered by complaints that the stock repeatedly gives back gains and has lagged other mega-cap tech shares.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals agreement for access to up to 1 GW of potential power capacity in Finland, its first international AI data-center opportunity, is drawing attention alongside upcoming quarterly results. Traders are encouraged by the expansion but debate its near-term significance because the site is still being marketed and customer commitments, financing and execution remain key concerns.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists patent-license and litigation settlement with Micron, which provides five years of recurring payments, is driving attention. Traders largely welcomed the deal and reduced legal uncertainty, while some questioned its terms and speculated about a future SK Hynix agreement.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions quarterly results beat expectations and its fiscal 2027 outlook exceeded forecasts, with management pointing to accelerating AI infrastructure and data-center demand. Traders largely welcomed the report and expect potential analyst upgrades, though some warn about resistance, profit-taking, and volatile post-earnings trading.

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 Globals announced acquisition of Digital Audience is drawing attention as an expansion of its data platform, with some traders welcoming the growth opportunity while others question how acquisitions are funded and raise dilution concerns. The discussion also includes caution about a possible sell the news reaction after the recent run-up.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Reports that Toshiba plans to expand HDD production for AI data centers have raised concerns about future competition, supply growth, and pressure on Western Digitals pricing power, weighing on storage stocks. Traders are divided: some see a credible longer-term threat, while others view the selloff as an overreaction because Toshibas ramp would take time and AI-driven storage demand remains strong.

Constellation Brands, Inc. engages in the production, marketing, and distribution of beer, wine, and spirits. It operates through the following segments: Beer, Wine and Spirits, Corporate Operations and Other, and Canopy. The Beer segment includes imported and craft beer brands. The Wine and Spirits segment sells wine brands across all categories-table wine, sparkling wine, and dessert wine-and across all price points. The Corporate Operations and Other segment refers to the costs of executive management, corporate development, corporate finance, human resources, internal audit, investor relations, legal, public relations, and information technology. The Canopy segment consists of canopy equity method Investments. The company was founded by Marvin Sands in 1945 and is headquartered in Rochester, NY.

Constellation Brands Inc - Ordinary Shares - Class A

Constellation Brands Inc

Constellation Brands quarterly results beat expectations, but the company held its comparable full-year outlook steady as Modelo and Corona volumes declined and beer margins weakened, prompting a negative reaction. Traders debate whether softer alcohol demand is a lasting headwind or whether the selloff has made the shares an attractive value opportunity.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Elon Musks confirmation of discussions with TSMC about the Terafab project has fueled concern that Intel could lose some exclusivity or business, weighing on shares. Bulls argue TSMC may supplement rather than replace Intel and are buying the pullback, while bearish traders see uncertainty around Intels role as a reason for caution.

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 move to fresh highs and breakout momentum amid the AI-led tech rally dominate discussion; traders also circulated an unconfirmed report that SpaceX is seeking financing to buy Nvidia chips. Bulls point to continued AI demand and momentum, while skeptics warn of stretched valuations, profit-taking, and intraday fades.

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$RGTI $IONQ $QBTS Earnings will eventually matter and eventually we’d like these companies to pay their own electric bills.

However, I’m following quantum because the business can become more credible before it becomes profitable. When a machine gets more reliable, a customer finds a useful application, or the cost of delivering results comes down, tomorrow’s business starts looking different—even if this quarter’s revenue barely notices.

“Future value is already priced in.” Whose future? What timeline? What chance of success? That’s the argument I want to hear. Maybe the price assumes too much. Maybe the skeptics assume too little. I’m bullish, but I want to keep checking the work. Calling everything a bubble saves time. It doesn’t necessarily improve the research.

Quantum is the future infrastructure of the world and it’s really only a matter of time. 

Buy (imo)

Rocky-C

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Rigetti Computing Inc

IonQ Inc

D-Wave Quantum Inc

 Earnings will eventually matter and eventually we’d like these companies to pay their own electric bills.

However, I’m following quantum because the business can become more credible before it becomes profitable. When a machine gets more reliable, a customer finds a useful application, or the cost of delivering results comes down, tomorrow’s business starts looking different—even if this quarter’s revenue barely notices.

“Future value is already priced in.” Whose future? What timeline? What chance of success? That’s the argument I want to hear. Maybe the price assumes too much. Maybe the skeptics assume too little. I’m bullish, but I want to keep checking the work. Calling everything a bubble saves time. It doesn’t necessarily improve the research.

Quantum is the future infrastructure of the world and it’s really only a matter of time. 

Buy (imo)