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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 following its first public earnings report, as investors weigh impressive revenue growth against massive capital expenditures on AI infrastructure. The community remains deeply divided, with bulls pointing to the company's long-term Starlink and launch dominance while bears express concern over a pending insider share unlock and the company's valuation relative to its current 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 is trending due to a volatile post-earnings reaction where investors are weighing strong data center revenue growth and upbeat 2027 guidance against concerns over rising capital expenditures and a high valuation. Community discourse remains deeply divided, with bulls pointing to the company's long-term potential in AI infrastructure while bears argue that growth expectations are already fully priced in and express skepticism regarding the company's ability to maintain its trajectory.

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 the highly anticipated launch of its next set of BlueBird satellites, paired with recent collaborative workshops with Meta that suggest expanding commercial applications. The community is actively discussing the stock's potential to capture market share in the satellite-to-device broadband sector, focusing on the competitive positioning against other satellite providers and the strategic importance of its global mobile network operator partnerships.

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 capturing significant investor attention as it faces legal battles with rival Eli Lilly over weight-loss drug marketing while simultaneously navigating a high-stakes week of earnings and trial data. The community remains deeply divided, with many aggressively buying the dip in anticipation of long-term growth from the Wegovy pill, while others remain skeptical due to pipeline setbacks and intense competition.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce is seeing renewed investor enthusiasm as the company continues to hit new all-time highs, fueled by an aggressive transformation plan, strong defense contracts, and expanding influence in the data center power market through its SMR technology. The community is buzzing ahead of the upcoming mid-year results, with shareholders closely tracking signs of further guidance raises, hyperscaler deals, and momentum in the aerospace aftermarket.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is currently trending as investors debate whether its strategic plan to overhaul its digital distribution model in China represents a necessary long-term turnaround or a significant revenue risk. While some community members view the stock as a discounted value play supported by a reliable dividend, many remain bearish, pointing to persistent sales pressure and intense competition from domestic brands.

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 seeing heightened investor attention as the community anticipates revenue updates and commercial milestones for Papzimeos, with significant discussion surrounding a substantial short interest and the potential for a short squeeze. Investors are actively debating the company's transition from a development-stage biotech to a commercial entity, highlighting enthusiasm for upcoming clinical data and future profitability.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

iShares Silver Trust is seeing heightened activity as market participants debate whether metals have bottomed following a significant price correction, with sentiment heavily influenced by macroeconomic concerns like persistent U.S. debt, cooling inflation data, and global manufacturing demand. The community is actively weighing the potential for a rebound driven by industrial demand against ongoing volatility from geopolitical tensions and interest rate expectations.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is trending as investors monitor escalating geopolitical tensions, central bank gold purchases, and persistent concerns over the stability of the U.S. dollar and national debt. The community remains deeply divided, with many actively debating whether current price action represents a definitive bottom and a setup for a breakout or if the asset remains trapped in a bearish consolidation phase.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is experiencing significant volatility driven by intense institutional accumulation and ongoing tension between short sellers and long-term investors betting on the company's agentic AI pivot. Market participants are closely watching for potential breakouts and accumulation patterns as sentiment pivots toward software and enterprise automation.

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BMNR Stock Rises In After Market Hours, Chairman Tom Lee Says Will Productize Bitmine

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Tom Lee in annual shareholder meeting said the Bitmine would easily make a 10 times return on its $200 million investment in famous youtuber MrBeasts’ company.


American Century ETF Trust - American Century Focused Dynamic Growth 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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