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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Reports that SpaceX is seeking roughly $40 billion in financing for Nvidia AI chips have put its AI buildout and capital needs at the center of discussion. Traders are split between viewing the spending as investment in future compute revenue and worrying about added debt, valuation, and an upcoming share unlock.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists five-year patent-licensing and settlement agreement with Micron, which ends their pending legal disputes and provides recurring licensing revenue, drove the sharp share move. Traders largely welcomed the deal as validation of Netlists memory patents, while some questioned its terms and viewed potential SK Hynix or Google agreements as future, uncertain catalysts.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions is drawing attention after reporting a quarterly earnings beat and raising its fiscal 2027 outlook, citing strength in AI infrastructure and memory demand tied to data-center growth. The reaction is largely bullish, though traders are debating whether the strong results will sustain the rally or be met with profit-taking and resistance.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellation Energy surged after signing a 20-year Google power agreement that supports 890 MW of added nuclear capacity and includes a separate long-term supply contract, reinforcing expectations that AI data-center demand will boost the value of reliable electricity. Traders broadly welcomed the deal as a catalyst for CEG and the wider power sector, while some flagged profit-taking and uncertainty about whether the rally can hold.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Talks between TSMC and Elon Musks Terafab project are the dominant catalyst, with traders discussing a possible role in Texas chip manufacturing alongside existing Intel plans; Musk has said discussions are underway, but no agreement is finalized. The chatter is largely bullish and tied to TSMCs AI-chip demand and recent highs, though some traders caution that the prospective partnership remains speculative.

PENGU is the official coin of Pudgy Penguins.  Pudgy Penguins has become the face of crypto with one of the most influential communities in the industry. From large companies wearing the Penguin, to being featured in ETF commercials, to garnering millions of followers and over 100 billion views, the Pengu has become a cultural icon making PENGU the world’s social currency.  PENGU allows for the ever-expanding Pudgy Penguin fanbase and the hundreds of millions of people outside of crypto that see and share the Pudgy Penguin everyday, to join The Huddle. PENGU is a symbol for community, memes, and good vibes.  Believe in Pengu. Believe in the Prophecy.

Pudgy Penguins

Discussion centers on claims that Igloo is winding down Abstract: some traders see a possible shift of focus back to Pudgy Penguins and PENGU as bullish, while others criticize Luca and voice concerns about token sales or a rug. The conversation also reflects mixed sentiment around PENGUs price weakness, with speculative calls for a rebound alongside frustration over selling pressure.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TGTXs volatile trading has fueled debate over buying pressure and short covering, with some traders speculating about a takeover, though no deal is confirmed. The bullish case centers on BRIUMVIs sales growth and the anticipated Sub-Q Phase 3 readout; others are frustrated by the stocks choppy action and question whether upcoming catalysts are priced in.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is under pressure as traders react to Toshibas plan to expand HDD capacity and reports that Toshiba and Seagate are pursuing TDKs magnetic-heads business, raising concerns about future competition and storage pricing power. Many traders view the selloff as an overreaction, arguing Toshibas ramp is years away and AI-driven demand remains strong; others see a credible longer-term supply threat.

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

A sharp rebound in Fabrinet shares is drawing attention, with traders discussing a technical recovery after a prolonged selloff and the companys exposure to AI data-center optics. Some see bullish momentum continuing, while others question the moves staying power and note the lack of a clear company-specific catalyst.

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

Zetas agreement to acquire Digital Audience is drawing attention alongside CEO David Steinbergs bullish CNBC remarks about customer business generated by Zeta Live. Bulls see the acquisition as expanding the companys AI-driven data and marketing reach, while some traders warn of profit-taking and acquisition or dilution risks.

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DUOL Stock Plummets Overnight Even As CEO Bets Big On AI Ambitions 

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Luis von Ahn said AI is transforming the company, but they’re only beginning to tap into its potential.


Alger ETF Trust (The) - Alger Russell Innovation 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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