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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 shares faced sharp downward pressure after-hours despite reporting strong earnings and revenue growth, as investors reacted to high market expectations and concerns over increased capital expenditures. The community is currently divided between bears highlighting valuation and profitability worries, and long-term bulls who view the pullback as a buying opportunity given the company's central role in the expanding AI infrastructure cycle.

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 intense volatility as investors weigh a significant revenue beat and ambitious long-term AI infrastructure plans against concerns regarding heavy capital expenditure and upcoming share lock-up expirations. The community is sharply divided, with bulls pointing to the company's massive growth potential in space and AI, while bears remain focused on its lofty valuation, cash burn, and the potential supply pressure from the imminent release of millions of insider shares.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune is trending as investors brace for the upcoming PDUFA decision, with community sentiment deeply divided over whether the stock's recent surge reflects inevitable approval or a setup for a potential third Complete Response Letter (CRL). While bulls are energized by the recent positive Advisory Committee vote and the prospect of a short squeeze, skeptics are expressing concern over the company's precarious cash runway, the prospect of future equity dilution, and lingering questions regarding the clinical trial data.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently seeing significant momentum driven by a series of new contract wins and a rapidly growing backlog, which has helped the stock decouple from the volatility surrounding SpaceX. Investors are actively debating the company's long-term potential as an end-to-end space platform while keeping a close watch on upcoming earnings and Neutron program developments.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense is trending as investors react to a significant influx of government contract wins and defense funding, sparking intense community debate about whether the current price represents a buying opportunity or a deeper structural decline. While bullish traders are focused on the company's expanding backlog in hypersonic and drone technologies, others remain cautious, pointing to persistent margin pressures and skepticism regarding the stock's long-term valuation.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is surging following a blowout quarterly earnings report that featured massive revenue growth and increased full-year guidance, fueling heavy buying momentum. The community is actively debating the stock's valuation, with many long-term bulls celebrating the company's AI sovereign market positioning while shorts face significant losses.

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 surging as investors cheer a new strategic partnership with SpaceX to power its satellite AI infrastructure, reinforcing the company's dominant role in the evolving semiconductor landscape. Despite ongoing debate over valuation and bearish commentary from notable investors, the community remains heavily focused on the stock's long-term leadership in the AI compute cycle and expectations for future earnings growth.

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 heightened volatility and selling pressure as investors weigh upcoming earnings against concerns over dilution and short interest. The community remains deeply divided, with some traders anticipating a massive short squeeze driven by heavy call positioning and institutional support, while others express frustration over the stock's recent performance and are calling for clearer signs of operational execution.

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 trending as investors weigh strong Q2 revenue growth and raised 2026 outlook against recent volatility and short-seller pressure. The community is focused on the potential for a short squeeze and evaluating the company's scaling milestones alongside the broader defense-sector demand for their silicon-anode battery technology.

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 and negative sentiment, with community members expressing intense frustration over the stock's poor performance relative to its fintech peers. Investors are sharply divided, balancing optimism surrounding recent institutional funding deals and OCC bank charter progress against ongoing concerns regarding high short interest and lackluster price action.

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Beyond Minerals, Inc. engages in mineral exploration and the acquisition of mineral property assets in Canada. Its mining projects are in Eastchester-Fabie-Trudeau Property. The company was founded on October 8, 2019 and is headquartered in Winnipeg, Canada.

Beyond Minerals 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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