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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 intense volatility as investors weigh strong revenue growth against concerns over massive capital expenditures and an impending wave of insider share lockup expirations. The community remains deeply divided, with bulls pointing to the company's long-term AI and Starlink ambitions while bears highlight potential dilution and significant cash burn.

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 are experiencing high volatility following a double earnings beat and upward guidance, as investors weigh the company's aggressive capital expenditure against high market expectations. The community is sharply divided, with bulls pointing to strong data center growth and long-term AI infrastructure tailwinds while bears argue the stock's valuation is stretched and vulnerable to rotation.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

The iShares Silver Trust (SLV) is trending as investors debate the impact of macroeconomic shifts, including persistent inflationary concerns and high interest rates, on precious metals. Community members are actively discussing whether the current price action represents a definitive bottom or a precursor to further downside, with many split between accumulating physical silver and expressing frustration over the asset's recent performance compared to other sectors.

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 significant investor attention following a stellar quarterly performance highlighted by record revenue growth and an upward revision in annual guidance. The community is actively discussing the stock's potential for a short squeeze, driven by a combination of robust defense sector contracts and high short interest that has sparked aggressive buying momentum.

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 weigh an upcoming earnings report against significant institutional interest and positive growth catalysts, including recent partnerships with major tech firms. While some market participants express frustration over recent price volatility and sector-wide sentiment shifts, the community is actively debating the stock's long-term valuation potential and closely monitoring technical support levels ahead of the next financial update.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is facing intense downward pressure and volatility following a Q2 earnings report that revealed a wider-than-expected loss, a production scale-back, and a delay in the rollout of its affordable midsize EV models to late 2027. Investors are actively debating the company's long-term viability, with vocal community members expressing concerns over high cash burn and potential dilution, while others focus on the Saudi PIF's ongoing support and the strategic potential of future robotaxi partnerships.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Walt Disney Co. is trending as investors weigh potential earnings catalysts and media sector shifts against recent price weakness, while the community actively debates whether the stock's current valuation represents a long-term value play or an ongoing turnaround challenge. The conversation is largely driven by anticipation for upcoming fiscal results and discussions surrounding the company's streaming profitability, park performance, and potential corporate restructuring.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is trending following the abrupt departure of CEO Mike Lyons and the immediate appointment of Takis Georgakopoulos as his successor, a move that triggered a double-digit decline in share price. Community sentiment is deeply polarized, with many investors debating whether this leadership transition is a bearish signal or a long-awaited buying opportunity given the stock's recent valuation compression.

REGENXBIO, Inc. is a clinical-stage biotechnology company, which engages in the development, commercialization, and licensing of recombinant adeno-associated virus gene therapy. Its product candidates include the NAV Technology Platform, which consists of exclusive rights to novel adeno-associated viral vectors, and therapeutic programs such as RGX-314, RGX-202, RGX-121, RGX-111, RGX-181, and RGX-381. The company was founded by Kenneth T. Mills and James M. Wilson on July 16, 2008 and is headquartered in Rockville, MD.

Regenxbio Inc

Regenxbio is facing significant downward pressure following the FDA's rejection of its Hunter syndrome therapy, prompting intense community debate over management's transparency and cash runway concerns. Investors are now pivoting their focus toward the company's remaining pipeline, particularly pivotal data readouts for its Duchenne and wet AMD programs as critical catalysts to stabilize the stock.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

NUAI is trending as investors bet on the company's off-grid, natural gas-powered data center model to bypass energy grid bottlenecks that are currently hindering competitors. The community is actively discussing the stock's potential for a short squeeze and institutional backing, while eagerly awaiting news on a rumored anchor tenant lease.

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Galaxy Research Head Says CLARITY Act Could Reach President Trump’s Desk By August

Cryptocurrency

Traders on Polymarket have increased the odds of the CLARITY Act becoming law in 2026 to 68%, as Alex Thorn called the markup “fireworks”.


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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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