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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 raised guidance against elevated valuation expectations and increased capital expenditure. The community remains deeply divided, with bulls pointing to the company's long-term AI infrastructure expansion and analyst price target hikes, while bears emphasize competitive pressures and a sell-the-news sentiment following a massive year-to-date rally.

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 significant volatility as investors weigh strong revenue growth against concerns over massive capital expenditures and the impending dilution from a major insider share lock-up expiration. The community is deeply divided, with many retail traders bracing for further downward pressure while some long-term holders view the pullback as a buying opportunity.

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 react to a significant correction following earnings, where initial confusion over inaccurate brokerage data triggered a V-shaped price recovery. The community remains highly focused on the company's 20-quarter streak of beating and raising expectations, with bullish sentiment driven by strong organic growth, the expansion of the Athena AI platform, and strategic partnerships with major AI and cloud players.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending as investors react to a significant blowout quarterly performance, marked by revenue and earnings that surpassed expectations and a strong upward revision in guidance. The community is actively debating the sustainability of this momentum, with bulls emphasizing the company's aggressive integration of AI tools and its dominant market position, while others urge caution, highlighting the stock's high valuation and the tendency for it to face profit-taking after major earnings milestones.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is trending as investors react to a significant leadership change, with the community hopeful that the appointment of a new CEO with Disney+ experience will mend investor trust and drive profitability. Market sentiment remains polarized, with many traders debating whether this transition marks a definitive turnaround or if the stock remains a high-risk play amidst persistent skepticism from those disillusioned by previous management.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is currently facing downward pressure and market skepticism following reports that Waymo may eventually move to end its robotaxi partnership. Investors are actively debating the company's autonomous vehicle strategy and long-term margin sustainability while weighing these competitive concerns against its resilient mobility demand and strong cash flow generation.

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 facing heavy volatility and downward pressure as investor sentiment shifts following recent earnings, despite the company reporting significant revenue growth and raised guidance. While the stock's performance remains a focal point for short squeeze discussions, community members are actively debating whether current valuation levels present a buying opportunity or if ongoing cash burn and macroeconomic headwinds will necessitate further patience.

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 experiencing significant upside momentum as investors focus on its AI-driven ad-tech growth, strong earnings performance, and the company's strategic positioning within the evolving mobile app distribution landscape. The community is actively discussing the potential for a major technical breakout and institutional re-rating, with many highlighting the stock's resilience and recent upward trend as signs of a long-term turnaround.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is facing intense selling pressure and negative community sentiment following the announcement of a multi-billion dollar debt offering to fund its Helios data center expansion. While the company positions itself as a key player in AI infrastructure, investors are expressing deep frustration over delayed tenant news, perceived management untrustworthiness, and the stock's tendency to underperform its peers during sector rallies.

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 Holdings Inc. is trending as community members weigh the stock's volatility against the company's progress in securing a national bank charter and strong Q2 earnings. Investors are actively debating the potential for a short squeeze, fueled by high short interest and a recovery in GAAP profitability, while others express frustration over the stock's sensitivity to macroeconomic pressures and institutional sentiment.

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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.

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