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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 and bearish sentiment following its first public earnings report, as investors weigh strong revenue growth against heavy capital expenditures and concerns over an imminent massive share unlock. Community discourse is sharply divided between believers in long-term AI and satellite infrastructure dominance and skeptical traders highlighting the stock's high valuation and potential for significant dilution.

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 experiencing significant volatility following a second-quarter report that featured record data center revenue and a guidance beat, but failed to satisfy investors who had priced the stock for near-perfection. Community members are actively debating whether this pullback represents a classic sell-the-news event or a fundamental shift, with bears highlighting valuation concerns and high price-to-earnings multiples while bulls maintain that the long-term AI infrastructure growth story remains intact.

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 experiencing a surge in investor interest driven by a significant string of contract wins, including a major award from the U.S. Space Force and new agreements with long-term customers like iQPS. While the community is debating the stock's ability to decouple from SpaceX's recent volatility and lockup-related selling pressure, many remain highly bullish, focusing on the company's operational execution and the upcoming progress milestones for the Neutron rocket.

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 an earnings report that highlighted massive year-over-year revenue growth and significant momentum in U.S. commercial adoption. Community sentiment is highly polarized, with bulls celebrating a breakout toward all-time highs while vocal bears and some short sellers face pressure amid intense trading volume.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine is trending as investors react to strong recent earnings and positive guidance, fueling community excitement over the company's turnaround and its potential to benefit from shifting mobile advertising and app store distribution landscapes. While some are debating the sustainability of the recent rally, many are focused on the stock's improved technical structure and institutional interest as a long-term play in the evolving AI and ad-tech sector.

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 digest significant new Department of Defense funding for hypersonic programs alongside a string of recent high-value contract wins. The community remains divided, with some traders viewing the current price as a massive accumulation opportunity in a vital defense sector play, while others remain cautious due to ongoing margin pressure and persistent downward price action.

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 is trending as investors react to a robust earnings report featuring strong revenue growth and a return to GAAP profitability, sparking intense community debate over its potential for a short squeeze. While bulls are highlighting the company's AI-driven lending momentum and upcoming bank charter as catalysts for long-term gains, bears remain focused on macro-level credit concerns and recent volatility, leading to heated discussions on Stocktwits.

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 trending as investors digest news of a major satellite partnership with SpaceX and assess the company's critical role in the broader AI infrastructure expansion. The community is actively debating the stock's valuation, rotating sentiment from competitors, and analyzing conflicting technical and institutional signals.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is seeing heightened discussion following a strong second-quarter earnings report that featured a revenue beat and an upward revision to its annual guidance. The community remains focused on the company's ability to drive long-term growth through its oncology and obesity pipelines while navigating a significant patent cliff.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is currently facing heightened scrutiny and market volatility as the company navigates a major antitrust lawsuit from a coalition of state attorneys general that has delayed its $110 billion acquisition of Warner Bros. Discovery. Community discussion is heavily divided between investors expressing frustration over the stock's multi-year downward trend and those who view the current price as an undervalued "generational buying opportunity," while market participants remain fixated on upcoming earnings and the potential for a settlement to avoid costly ticking fees and protracted legal battles.

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Dimensional ETF Trust - Dimensional Global Credit 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.

Current Price	$53.64
Prev Close	$53.37
Open	$53.55
Dividend Yield	N/A
50-Day Moving Average	$54.31
Beta	N/A
Avg. Volume	129,187.77
PE Ratio	N/A

52-Week High	$56.03
52-Week Low	$52.98
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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