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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

SPCX is facing downward pressure as investors weigh better-than-expected earnings against heavy AI capital expenditure and an impending massive share unlock. The community remains deeply divided, with some betting on a long-term future and institutional buy-ins, while vocal bears are aggressively shorting the stock, citing excessive valuation and the risk of significant insider selling.

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 currently seeing high trading volume and volatility following its latest earnings report, where strong data center growth and revenue beats were offset by investor concerns over elevated capital expenditures and lofty market expectations. The community is actively debating the company's long-term AI infrastructure roadmap, with bulls pointing to analyst price target upgrades and accelerating demand, while bears argue the stock's valuation is stretched relative to its actual earnings growth.

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 is trending as investors react to a significant new defense contract win and the strategic appointment of a former Mossad Director to its leadership team. The community is actively debating the stock's potential for a short squeeze, citing high short interest and institutional accumulation, while weighing the impact of upcoming earnings against technical volatility.

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 experiencing significant volatility as investors digest a substantial earnings miss, though the community remains polarized between those focused on short-term losses and those prioritizing long-term execution of major data center buildouts. Discussions are currently dominated by concerns over capital allocation and stock price pressure, contrasted against the massive potential of its long-term infrastructure contracts and institutional backing.

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 digest a strong earnings report that beat revenue and EPS expectations, driving optimism around its merchant growth and AI integration. Community sentiment remains split between bullish support for its long-term growth potential and concerns over the stock's volatility and premium valuation.

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 Technologies is seeing intense debate among investors as shares face downward pressure following reports that Waymo may eventually exit their robotaxi partnership. While some traders express frustration with the stock's sluggish performance and perceived overreaction to AV headlines, long-term investors remain focused on the company's strong free cash flow, ongoing share buybacks, and its dominant global platform position.

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 investor frustration as the stock continues to underperform peers in the data center and crypto sectors despite recent AI infrastructure expansion news. The community is heavily focused on the company's lack of new tenant announcements and perceived poor management communication, with many shareholders calling for a corporate split of its crypto and AI business units ahead of upcoming earnings.

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 seeing significant community attention driven by its strategic positioning in the rugged edge AI and defense sectors, bolstered by a recent defense contract and anticipation of a major situational awareness contract. Investors are closely monitoring the stock's consolidation patterns, viewing its recent price volatility as a potential accumulation opportunity ahead of upcoming earnings and institutional inflows from index additions.

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 operational performance, including a 20th consecutive beat-and-raise earnings streak, against recent price volatility and market skepticism. The community is actively debating the company's long-term growth trajectory and AI-driven potential, while closely monitoring key price levels and institutional activity ahead of upcoming catalysts.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart shares are experiencing high volatility as investors weigh strong loan origination volume and recent institutional funding agreements against persistent macroeconomic headwinds and significant short interest. The community is sharply divided, with bulls pointing to the potential for a short squeeze and long-term upside from upcoming banking initiatives, while bears emphasize credit concerns and macro-driven sell-offs.

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