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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

Starship Flight 14 reaching orbit and deploying 26 Starlink V3 satellites is the main focus, with bulls viewing the mission as a step toward expanding Starlink capacity and commercial potential. The reaction is divided: engine trouble shortened the flight and fueled criticism of the mission and the stocks valuation, while supporters call the deployment a major milestone despite the share-price decline.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Attention centers on Summits FDA review of ivonescimab, with traders debating regulatory risk after reports of weaker progression-free-survival results in a Chinese trial label. Some argue the concern is overstated because no detailed figures were disclosed and point to other positive trial results and insider buying; others worry about the FDAs evidence requirements and potential dilution.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas selection for the U.S. Armys ALATTIS program to develop next-generation silicon-carbide power semiconductors is drawing attention as a sign of technology and domestic-manufacturing validation. Many traders are bullish and discussing a possible short squeeze, while others note that the awards financial terms are undisclosed and near-term revenue is uncertain.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAAs review of a 737 MAX software glitch has delayed MAX 10 certification, and Southwest and United reportedly do not want deliveries with the affected software. Traders are split between calling the issue fixable and the selloff excessive, and viewing it as another quality and regulatory setback that could extend delays.

Kodiak Sciences, Inc. is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of therapeutics for retinal diseases. Its product pipeline includes KSI-301 for wet AMD, KSI-301 for diabetic eye disease, KSI-501 for DME and uveitis, KSI-201 for resistant wet AMD, and KSI-401 for dry AMD. The company was founded by Stephen A. Charles and Victor Perlroth in 2009 and is headquartered in Palo Alto, CA.

Kodiak Sciences Inc

Kodiak surged after Phase 3 DAYBREAK results showed both experimental treatments met their primary goals in wet AMD, with vision outcomes non-inferior to Eylea and Zenkuda showing potential for longer dosing intervals; the company plans an FDA filing for Zenkuda. Traders celebrated the clinical progress and discussed short covering, while others questioned the rallys sustainability and flagged potential financing and dilution needs.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

A prolonged selloff and weak share-price performance are driving discussion, with many traders frustrated that the stock has struggled despite reported business growth. The community is divided over whether dilution and insider selling, short pressure, and higher rates are weighing on shares, while bulls point to SoFis growth and Mastercard stablecoin-settlement deal as strengths the market may be overlooking.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Attention centers on the proposed Mesabi Metallics steel complex in Iowa, which traders fear could add competing supply and pressure Cleveland-Cliffs; many question whether the project will secure financing or be completed. Concern about Hamilton production cuts adds to the bearish discussion, while bulls argue the Iowa project is years away and point to strong steel prices.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

XERS is drawing attention after a sharp run toward double digits, with traders speculating about large-scale accumulation and sympathy buying after a Phase 3-driven surge in another biotech. Others cite Recorlevs growth and the anticipated XP-8121 Phase 3 program, while cautioning that no new Xeris-specific catalyst is confirmed and that further progress may be needed to sustain the move.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Attention is centered on Rivians upcoming Q3 production and delivery update, with traders watching whether the R2 ramp and planned second shift can support growth and company guidance. Bulls point to strong R2 interest, while skeptics cite supplier constraints, execution risks and ongoing losses, debating whether the results will validate the ramp or disappoint.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

HBARs sharp, high-volume rally is being linked by traders to Hederas enterprise AI activity involving IBM and NVIDIA, though some say no clear fresh catalyst explains the move. The reaction is broadly bullish, but traders are debating whether momentum can continue or whether profit-taking and a pullback will follow.

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Nifty 50

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ITC Ltd.

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Apple Inc.

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ARC Group Acquisition I Corp. is a blank check company. It was created for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination. The company was founded on May 27, 2025, and is headquartered in Tempe, AZ.

ARC Group Acquisition I Corp - Warrants (01/04/2031)

Adding risk (buying more)

Trimming/taking profits

Rotating into safer assets

Staying the course, no changes

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We're about to enter Q4 - how are you positioning your portfolio for the rest of the year?

ARCLW ARC Group Acquisition I Corp - Warrants (01/01/9999)