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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 currently trending as investors react to the company's first public earnings report, which featured a revenue beat offset by significant capital expenditure concerns. The market is intensely focused on upcoming insider share lockup expirations and Elon Musk's long-term AI infrastructure growth projections, creating a volatile tug-of-war between retail sentiment and institutional caution.

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.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending as investors debate the impact of the CTO's extended leave on the company's timeline for commercializing its solid-state battery technology. Community sentiment is deeply polarized, with active discussions focused on the company's potential shift toward defense and data center applications as a faster path to profitability compared to the automotive sector.

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 seeing heavy community discussion and bullish sentiment following strong Q2 revenue growth that exceeded expectations and a guidance raise. Investors are closely monitoring the company's ability to scale manufacturing and secure new contracts as a potential catalyst to squeeze short positions and drive the stock toward prior highs.

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.

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.

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.

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 currently trending following a significant earnings beat and an upward revision to its revenue guidance, which has bolstered investor confidence in the company's role as a critical backbone for AI-driven data center infrastructure. The community is actively discussing the stock's resilient performance and its strategic advantage in high-speed networking, with many traders focused on whether this momentum can sustain a sustained rally toward higher resistance levels.

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 the impact of its plan to aggressively overhaul its Chinese distribution strategy by cutting ties with thousands of third-party online sellers to regain brand control. While some retail investors see a deep-value buying opportunity due to the company's dividend and potential for a long-term turnaround, the sentiment remains highly divided as many express frustration over the stock's persistent decline and the execution risks associated with the restructuring.

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Hayasa Metals, Inc.s a mineral exploration company, which engages in the acquisition and exploration of mineral properties. Its projects include the Vardenis Copper-Gold Project and the Urasar Mineral District in Armenia. The company was founded by Dennis Moore on June 6, 2007 and is headquartered in Vancouver, Canada.

Hayasa Metals 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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