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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

SpaceX is experiencing heightened volatility and intense social media debate as investors weigh a massive post-IPO share unlock against the company's long-term growth prospects. The community is sharply divided between those bracing for a potential sell-off due to the influx of new supply and long-term supporters who view the dip as an opportunity to accumulate shares.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing significant market attention following a strong earnings report that featured record revenue, a guidance raise, and an improving path to profitability. The community is actively discussing the potential for a massive short squeeze, driven by the stock's high short interest and the anticipation of further growth from the pending LivePerson acquisition.

Nintendo Co., Ltd. engages in the development, manufacture, and sale of home entertainment products. Its entertainment products include portable and console game machines and software, trump cards and Karuta (Japanese-style playing cards), multinational consumer electronics, home console hardware such as Nintendo Wii, Nintendo DS, Nintendo 3DS, as well as software for handheld and home console gaming machines. The company was founded by Fusajiro Yamauchi on September 23, 1889 and is headquartered in Kyoto, Japan.

Nintendo Co. Ltd - ADR

Nintendo is currently facing significant volatility as investors weigh strong hardware demand for the Switch 2 against cooling software sales and mounting input cost pressures from the semiconductor sector. The community remains deeply divided, with some betting on a long-term turnaround driven by the companys powerful intellectual property and entertainment expansion, while others are offloading shares due to concerns over compressed margins and weak forward guidance.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is surging on the back of blockbuster weight-loss drug performance and strong clinical trial results for its next-generation pipeline, while the community remains highly focused on the company's long-term dominance in the obesity space. Investors are closely monitoring the competitive landscape between major industry players and the potential for long-term compounding growth.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera Biologics is trending as investors rally behind significant platform validation from new partnerships with biotech giants Jazz and Vertex, fueling anticipation ahead of upcoming Phase 2 clinical data. The community is heavily focused on the potential of the ABCL635 readout as a key catalyst, sparking a surge in bullish sentiment and institutional interest despite the stock's long-term volatility.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is experiencing significant volatility and downward pressure as investors weigh concerns over project execution, margin compression, and institutional stake reductions against the company's massive backlog and exposure to the growing AI data center power demand. While some community members view the sharp price decline as a forced shakeout of leveraged positions and a potential long-term buying opportunity, others remain skeptical about the firm's ability to translate secured backlog into profitable earnings without a shift in management or operational strategy.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin shares experienced a sharp decline following second-quarter results that missed revenue expectations and provided softer-than-anticipated guidance. While the company continues to demonstrate robust profit margins and remains a focal point for AI-driven advertising, the community is actively debating whether the current sell-off represents a temporary overreaction or a necessary valuation reset given elevated investor expectations.

Investment Managers Series Trust II - Tradr 2X Long SNDK Daily ETF

Tradr 2X Long SNDK Daily ETF

The Tradr 2X Long SNDK Daily ETF ($SNXX) is seeing intense volatility and massive volume as traders speculate on SanDisks massive growth potential and upcoming earnings. The community is actively debating the impact of the company's significant stock buyback program, while momentum traders are closely tracking the ETF's aggressive price swings alongside the underlying stock's high-demand storage and memory chip sector.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is experiencing high volatility as investors weigh concerns over debt and recurring insider selling against the company's aggressive expansion into AI cloud infrastructure and recent multi-year supply agreements. The community remains sharply divided, with bulls pointing to hyperscaler demand and strong analyst ratings as catalysts for a potential rebound, while bears continue to highlight valuation risks and persistent selling pressure.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius is trending as investors aggressively position themselves ahead of the upcoming earnings report, with the community closely tracking potential margin improvements and international growth. While some investors fear further volatility due to heavy short interest and sector competition, many are viewing the current price as a key accumulation opportunity based on the brand's long-term market expansion.

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This Asian EV Maker Is Beating Tesla, Nio And XPeng This Month — And Could Break Even At Home Next Year 

Equity

VinFast targets at least 300,000 global deliveries this year, up from about 200,000 in 2025.

BYD Has Already Lapped Tesla — Now It Says Toyota Is Next And US Market Doesn't Matter 

BYD’s European market share more than doubled to 2.8% in May, surpassing Ford, Tesla and Nissan.

TSLA Stock Slips Overnight: Tesla Has A New Plan To Fight BYD And Chinese Rivals — And It Starts With Its Best-Selling SUV 

The new variant is expected to sit above the Model Y L, making it Tesla’s priciest Model Y in China.

NIO Stock Jumps Overnight: Deutsche Bank's 304% Profit Growth Outlook Drowns Out Pentagon Military Tag Concerns

 Nio rejected the Pentagon's designation as a 'Chinese military company,' calling it 'unjustified.'

BYD, BABA, BIDU In Focus — Pentagon Accuses Firms Of Aiding China's Military

The U.S. Department of Defense has officially designated major Chinese conglomerates, including Alibaba, Baidu and BYD, as entities aiding the Chinese military, a move that restricts them from receiving Pentagon contracts.

TSLA Stock Slips Premarket: Musk Joins Trump’s China Trip As FSD Delays Threaten Tesla’s Biggest Factory 

Tesla’s China FSD rollout remains delayed after Musk earlier suggested approval could arrive in February or March, with expectations now shifting toward Q3.

Tesla Stock Slips Premarket: Cybertruck Recall And Brutal China Sales Slump Rattle Investors 

Tesla recalled 173 Cybertrucks due to wheel-hub concerns that could increase crash risk.

Ford Warns Of ‘No Fair Fight’ With Chinese EVs While BYD Dwarfs Its April Output 

Ford’s U.S. sales fell 14.4% to 178,667 units in April. 


Tesla CEO Elon Musk Pushes Back After Ford CEO Calls BYD Best EV Rival — Points To Key 'Limiting Factor' In China

Ford CEO Jim Farley said BYD represents the strongest global benchmark in cost structure and supply chain execution.

Tesla Rival BYD’s Top-Selling Spot In China Toppled By Volkswagen In First Two Months Of 2026

According to a report from Reuters, citing data from the China Passenger ⁠Car Association, Volkswagen’s Chinese joint ventures held a combined 13.9% market share in sales terms, compared to BYD’s 7.1%. 


BYD Co., Ltd. engages in new energy vehicles (NEVs), handset components and assembly services, rechargeable batteries, and photovoltaics business. The firm’s products and services include passenger vehicles, commercial vehicles, rail transit, batteries, and electronics. It operates through the following segments: Mobile Handset Components, Assembly Service, and Other Products; Automobiles and Related Products and Other Products; and Others. The Mobile Handset Components, Assembly Service, and Other Products segment focus on the sale of mobile handset components such as housing, electronic components, assembly services, and medical protection products. The Automobiles and Related Products, and Other Products segment include automobiles and auto-related moulds and components and automobile leasing and after-sales services, rail transport related business, and medical protection products. The company was founded by Chuan Fu Wang on November 18, 1994 and is headquartered in Shenzhen, China.

BYD Co - Ordinary Shares - Class H

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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