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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 facing intense volatility as the company grapples with a massive insider share unlock that is set to significantly increase the public float, fueling concerns over potential dilution and downward pressure. While the company reported substantial revenue growth driven by Starlink and AI infrastructure, investors remain deeply divided, with some betting on long-term exponential scaling while others fear that the company's valuation is detached from its current cash-burn realities.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending as investors react to a flurry of major catalysts, including an imminent satellite launch and technical workshops with Meta regarding WhatsApp integration. The community is actively discussing the company's progress in expanding its constellation and regulatory milestones in Japan, which are fueling bullish sentiment as it positions itself as an independent satellite connectivity alternative.

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 currently trending due to a volatile reaction to its recent earnings report, where despite a double beat and strong data center growth, shares experienced a sharp pullback as investors grappled with elevated valuation concerns and an unexpected surge in capital expenditures. The community is deeply polarized, with bulls viewing the dip as a prime buying opportunity supported by long-term AI infrastructure tailwinds, while bears argue that the stock remains overpriced and vulnerable to ongoing rotation into other semiconductor leaders.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

iShares Silver Trust (SLV) is seeing heightened trading volume and volatility as investors weigh conflicting macroeconomic signals, including potential U.S. dollar devaluation, shifting Fed rate expectations, and persistent geopolitical tensions in the Middle East. Community members are actively debating whether the metal is currently building a durable base for a long-term rally or if recent price action remains a vulnerable bull trap fueled by industrial demand narratives and AI-related speculation.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Precigen is trending following a strong quarterly earnings report that revealed significant revenue growth, a milestone shift toward operational cash flow break-even, and an optimistic outlook driven by accelerating demand for its FDA-approved therapy, PAPZIMEOS. Community discussion is heavily focused on the stock's high short interest and potential for a squeeze, with investors debating whether the company's commercial execution and upcoming clinical milestones justify a re-rating of its long-term valuation.

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 trending as investors weigh an aggressive lawsuit against competitor Eli Lilly over alleged misleading advertising practices against the backdrop of an ongoing battle for GLP-1 market dominance. The community remains deeply divided, with many debating the impact of the legal action while others fixate on upcoming earnings, potential manufacturing scale advantages, and the long-term outlook for oral GLP-1 therapies.

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 debate the impact of a recent $1 billion credit facility and anticipate upcoming earnings, with the community split between concerns over short-term price manipulation and long-term optimism regarding the firm's AI-driven growth strategy.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is seeing heightened investor attention as market analysts pivot to its AI-driven ad platform, Vector, while the community intensely debates its competitive positioning against AppLovin. Traders are actively tracking large long-dated options positions and potential consolidation patterns, as sentiments split between confidence in a long-term turnaround and frustration over the stock's recent volatility.

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 experiencing strong bullish momentum following a record-breaking earnings report that highlighted the company's dominance in AI-driven data center networking. The community is actively discussing the company's robust demand, significant expansion in hyperscaler revenue, and status as a critical infrastructure player, driving confidence that the stock remains well-positioned for long-term growth despite recent market volatility.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is currently drawing significant community attention as investors debate its long-term potential in metal additive manufacturing, particularly regarding its strategic importance to the aerospace and defense sectors. While some discuss the stock's high volatility and short-interest dynamics, others are focused on its newly expanded production capacity and potential role in mission-critical manufacturing supply chains.

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Corgi ETF Trust I. - Corgi CART 2x Daily ETF

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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