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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 experiencing heightened market volatility following its first public earnings report, where a robust revenue beat was tempered by concerns over massive capital expenditures and the impending expiration of a significant insider share lockup. Investors are actively debating whether the stock's recent price dip offers a generational buying opportunity or if imminent dilution and heavy AI infrastructure spending will continue to weigh on the valuation.

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 Life Sciences is trending as investors position for imminent Phase 3 REGAL trial results, with high conviction that trial delays signal significant patient survival benefits and potential buyout interest from major pharmaceutical players. The community is actively discussing the strategic implications of institutional accumulation and the potential for a major valuation re-rating following the trial's top-line data release.

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 seeing intense volatility as investors react to a significant surge in capital expenditures and a strategic partnership update between SpaceX and Nvidia, which overshadowed the company's solid revenue and earnings beat. The community remains deeply divided, with bears pointing to stretched valuations and capacity constraints, while long-term bulls urge patience, arguing that the company's aggressive investment in AI infrastructure will yield sustained growth.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The S&P 500 is surging to record highs as market participants react to optimistic signals surrounding potential peace talks in the Strait of Hormuz and strong corporate earnings. While the broader community is actively debating the sustainability of this vertical rally and the validity of diplomatic headlines, many are focused on the extreme technical overextension and the aggressive momentum currently driving the index.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is attracting intense community interest as traders debate a potential short squeeze fueled by robust revenue growth and a record backlog that continues to beat Wall Street estimates. Investors are actively scrutinizing the firm's commercial scaling progress and recent guidance raises, balancing bullish sentiment surrounding its silicon-anode battery technology against volatility from broader sector headwinds.

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 significant volatility as investors weigh the company's recent conditional bank charter approval against broader macroeconomic concerns and heavy short interest. The community remains deeply divided, with bulls pointing to fundamental growth and potential short-squeeze catalysts while bears continue to focus on valuation and interest rate risks.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is trending as investors aggressively buy the dip, fueled by a combination of strong institutional accumulation and clarified guidance from management that addressed recent supply chain concerns. Community sentiment remains highly bullish, with many traders viewing the stock as a premier infrastructure play that is essential to scaling AI clusters and hyperscaler data center capacity.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is under heavy investor scrutiny following the recent failure of its cardiovascular drug ziltivekimab in a late-stage trial, which triggered a sharp sell-off despite stable financial guidance. The community is deeply divided, with some investors viewing the decline as an overreaction and a buying opportunity, while others are frustrated by pipeline setbacks and the competitive pressure from Eli Lilly's GLP-1 portfolio.

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 react to a new $1 billion credit facility while debating the stock's future ahead of upcoming earnings, with many community members focusing on the firm's growth potential and strategic partnerships. Sentiment remains sharply divided, characterized by long-term holders advocating for accumulation on weakness and vocal critics expressing frustration over recent price volatility.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

The iShares Silver Trust is seeing heightened community engagement as investors debate whether recent price action represents a definitive bottom or a precursor to further volatility amid broader macro uncertainty and geopolitical tensions. Discussions are largely split between those interpreting current levels as a generational buying opportunity and traders expressing frustration over repeated failed breakouts and sensitivity to fluctuating interest rate expectations.

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Neutral Sentiment

Hold rates steady

Cut 25 bps

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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.

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Drop a comment with when you expect the first cut/hike to be.

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