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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

A strong third-quarter earnings report and first public-company profit, driven largely by rapid growth in AI compute, have fueled a sharp bullish reaction and talk of a SpaceX re-rating. Traders are debating whether the AI opportunity and ambitious expansion plans justify the valuation, given heavy capital spending and cash-burn concerns; a possible Tesla merger is also being discussed but remains unconfirmed.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs earnings beat was overshadowed by softer forward guidance and a reduced advertising-revenue outlook, prompting concern about slowing growth and execution in its ad business. Traders are split between viewing the selloff as an overreaction and buying opportunity and expecting further downside amid competition and questions about future growth.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros preliminary quarterly update sharply raised its revenue and gross-margin outlook on strong AI-platform demand, prompting a largely bullish reaction and talk of renewed momentum. Some traders remain cautious, questioning whether margins, cash flow and execution can sustain the improvement when full results are reported.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

The Dows relative strength and blue-chip rotation are drawing attention as technology and AI stocks face pressure amid inflation, yield, and oil concerns; traders disagree over whether this reflects healthy rotation or broader market weakness. Earnings and defensive names have helped support the Dow, while others remain cautious about choppy, uneven trading.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

SpaceXs strong AI-compute demand commentary and expansion plans lifted sentiment toward Nebius and other neoclouds, with traders treating the news as evidence that compute demand remains strong. The rebound is debated: some see a recovery or short squeeze, while others view it as a temporary bounce amid persistent concerns about AI infrastructure financing and the sectors recent selloff.

Sui s a Layer 1 blockchain developed by Mysten Labs, a team founded by former lead engineers from Meta’s blockchain research division. It is designed for global adoption by providing a secure, high-speed environment for digital asset ownership and removing technical barriers for Web3 applications. The platform utilizes the Move programming language to create a safe framework and supports horizontal scaling to keep fees stable and speeds high as the network grows. Significant institutional support comes from major venture capital firms including Andreessen Horowitz, Coinbase Ventures, Circle Ventures, and YZi Labs.  The system functions by organizing data into independent objects rather than a single ledger of accounts. This object-centric data model enables parallel execution, allowing the network to process many transactions simultaneously instead of waiting for one to finish before starting the next. This architecture is built for rapid transaction finalization to ensure near-instant results. To maintain long-term stability, the network collects fees into a storage fund that rewards validators for keeping data on the network indefinitely.  Sui offers several advanced tools including zkLogin for easier account access and sponsored transactions that allow users to interact with apps without managing complex wallets or immediate fees. Developers can also create tailored object types that work across the entire network, which encourages innovation and deep composability. These features are designed to create a more user-friendly experience for interacting with decentralized applications and digital games.  The SUI token is central to the ecosystem, serving as the primary asset for transaction fees and on-chain utility within decentralized exchanges and lending platforms. Users participate in a proof-of-stake mechanism by locking their tokens to support validators and secure the blockchain in exchange for rewards. Additionally, token holders have a role in governance, allowing them to participate in voting on network rules and future protocol upgrades. Value moves through the system through these staking rewards and transaction fees to ensure the platform scales sustainably

SUIs price rebound and volatile trading are drawing attention, with bullish traders pointing to ETF interest and staking as potential sources of demand that could absorb token unlocks. Others remain cautious about unlock-related supply, tokenomics, and SUIs relative weakness versus other crypto assets.

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

Nvidia is drawing attention amid a volatile AI-chip trade: traders linked an after-hours rebound to SpaceXs strong results and continued AI infrastructure spending, alongside Super Micros upbeat sales outlook and Jensen Huangs GTC Berlin keynote. The bullish view sees those developments as evidence of durable demand for Nvidia hardware, while skeptics remain concerned about high AI spending, financing risks and the stocks weak recent performance.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders await the 80th-event milestone and final survival analysis from its Phase 3 REGAL trial of GPS; the previously disclosed event count was 78, and no new result is confirmed in the discussion. The sharp, high-volume rebound has fueled bullish speculation about a catalyst, short squeeze, or buyout, while skeptics stress that the trial outcome and timing remain uncertain.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

BRUN is drawing attention amid a sharp selloff in small-cap neocloud and AI infrastructure stocks, with traders pointing to rising yields and doubts about AI spending returns, hardware depreciation, and financing. The debate is whether the decline is sector-driven or reflects BRUN-specific execution risk; bullish traders cite its contracted backlog and look to Q3 results for evidence that demand can translate into revenue and cash flow.

Flutter Entertainment Plc engages in the business of online betting and gaming. It operates through the following segments: UK and Ireland, Australia, International, and US. The UK and Ireland segment includes the operations of Sky Betting and Gaming, Paddy Power, Betfair, and tombola. The Australia segment focuses on sports betting services provided to Australian customers online. The International segment relates to poker, casino, rummy, lottery, and sports betting. The US segment includes sports betting, daily fantasy sports, and gaming services. The company was founded in 1988 and is headquartered in New York, NY.

Flutter Entertainment Plc

Flutters planned cuts of up to 1,400 UK and Ireland jobs, which the company attributes to higher gambling taxes, are drawing attention as it seeks to offset cost pressure. Traders are also discussing competition from prediction markets and weaker sports-wagering activity, adding to concerns about the outlook for traditional sportsbooks.

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These Next Big Infrastructure Stories are Targeting Massive Growth Markets

Wall Street's Next Big Infrastructure Stories are Chasing Massive Growth Markets $BXBL, $XERI, and $AIHS

Valor Energy, Inc. is a holding company, which engages in the provision of automobile transaction and related services focusing on the ride-hailing industry. It also provides auto finance solutions through financing leases, car rental services to individual customers. It operates through the Automobile Transaction and Related Services, and the Online Ride-Hailing Platform Services segments. The company was founded in May 2014 and is headquartered in Chengdu, China.

Valor Energy Inc.

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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