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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 weigh a significant earnings revenue beat against concerns over massive capital expenditures and the impending expiration of a large insider share lockup. The community is actively debating the stock's future, with bulls highlighting the long-term potential of Starlink and AI infrastructure, while bears point to high valuations and the risk of heavy selling pressure from employees and insiders.

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 seeing intense community debate following an earnings report that featured record data center revenue and strong forward guidance, yet triggered a sell-off due to high investor expectations and concerns over increased capital expenditures. Bulls are highlighting long-term AI infrastructure growth and massive target price hikes as reasons to buy the dip, while bears argue the stock's valuation is stretched and that momentum is rotating toward competitors.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

iShares Silver Trust is trending as investors debate whether the recent pullback represents a buying opportunity or a deeper correction, with community sentiment split between technical analysis signals and long-term industrial demand driven by AI and green energy sectors. Discussions are heavily focused on the metal's role as a hedge against fiscal instability and inflationary pressures as participants watch for shifts in Federal Reserve policy and global manufacturing data.

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 strong earnings momentum and a new $1 billion credit facility against broader software sector volatility. The community is actively debating the stock's long-term valuation potential in relation to its AI partnerships and its history of consistent quarterly beats.

EyePoint, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapeutics that treat eye disorders. It offers FDA-approved sustained-release treatments in ophthalmology under the DEXYCU, ILUVIEN, Verisome, Retisert, and Durasert brands. The company was founded in 1987 and is headquartered in Watertown, MA.

EyePoint Inc.

EyePoint Pharmaceuticals Inc

EyePoint Pharmaceuticals is currently experiencing significant market attention and volatility driven by its ongoing Phase 3 LUGANO and LUCIA trials for its lead candidate, DURAVYU, in wet age-related macular degeneration. The community is actively debating the company's competitive positioning against rivals like Ocular Therapeutix, while closely monitoring clinical enrollment timelines and potential capital raising activities that have influenced recent price fluctuations.

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 significant investor attention following strong earnings and revenue projections, with the community closely tracking the commercial launch and adoption of their lead gene therapy, PAPZIMEOS. Discussions remain highly focused on the company's potential to reach cash-flow break-even, the impact of newly implemented J-code billing, and high short interest fueling anticipation for a potential short squeeze.

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 facing intense scrutiny and volatility as investors react to the company's decision to overhaul its distribution strategy in China by cutting ties with thousands of third-party online sellers. While some view this as a necessary long-term move to regain pricing control and brand consistency, the community remains divided over the immediate revenue risks, leading to a polarized debate between those calling it a generational buying opportunity and others labeling the stock dead weight.

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 investor engagement following its recent earnings report, which featured record quarterly revenue, upgraded full-year guidance, and significant new commercial agreements. Community sentiment remains polarized, with many bulls highlighting the company's aggressive expansion and strong order pipeline as reasons to hold, while others express frustration over recent stock volatility and the lack of immediate price recovery.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending as retail investors debate the stock's future amid a broader sector pullback, with bulls highlighting the company's commercial progress and government ties while bears point to high short interest and valuation concerns. The community is actively tracking potential catalysts, including a pending move to the Nasdaq and upcoming earnings, as they compare the stock's long-term potential against its recent volatility.

Bittensor is an open-source protocol that powers a decentralized, blockchain-based machine learning network. Machine learning models train collaboratively and are rewarded in TAO according to the informational value they offer the collective. TAO also grants external access, allowing users to extract information from the network while tuning its activities to their needs.  Ultimately, BitTensors vision is to create a pure market for artificial intelligence, an incentivized arena in which consumers and producers of this valuable commodity can interact in a trustless, open and transparent context.  Bittensor enables:  -A novel, optimized strategy for the development and distribution of artificial intelligence technology by leveraging the possibilities of a distributed ledger. Specifically, its facilitation of open access/ownership, decentralized governance, and the ability to harness globally-distributed resources of computing power and innovation within an incentivized framework.  -An open-source repository of machine intelligence, accessible to anyone, anywhere, thus creating the conditions for open and permission-less innovation on a global internet scale.  -Distribution of rewards and network ownership to users in direct proportion to the value they have added.

Bittensor

Bittensor (TAO) is trending as the community debates the project's long-term viability following a high-profile subnet exit, with investors split between viewing the volatility as a strategic buying opportunity and expressing concern over governance and real-world adoption. While some participants emphasize the network's potential as decentralized AI infrastructure and institutional interest, others are advocating for caution until the ecosystem demonstrates sustainable growth and clearer utility beyond market speculation.

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Getlink SE is a holding company, which engages in infrastructure management and transport operations. It operates through the following segments: Eurotunnel, Europorte, and ElecLink. The Eurotunnel segment is involved in the group's holding company Getlink SE as well as its direct subsidiaries. The Europorte segment focuses on the rail freight operator. The ElecLink segment refers to the construction and operation of a 1GW electricity interconnector running through the Channel Tunnel. The company was founded on August 13, 1986 and is headquartered in Paris, France.

Getlink SE - Ordinary Shares - Class A

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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