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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

SpaceX is experiencing intense volatility and heavy volume as its initial share lock-up expiration releases over 900 million shares for trading. While some investors fear a massive sell-off from insiders, the community is deeply divided between bears betting on a sharp price collapse and bulls who argue that institutional demand and long-term confidence will absorb the supply.

Iovance Biotherapeutics, Inc. is a biopharmaceutical company, which engages in the development and commercialization of cell therapies as novel cancer immunotherapy products. Its lead product candidate, LN-144 for metastatic melanoma, is an autologous adoptive cell therapy utilizing tumor-infiltrating lymphocytes (TIL), which are T cells derived from patients' tumors. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance is rallying as investors turn bullish ahead of a key quarterly earnings report, with sentiment further fueled by high short interest and expectations that negative news for competitor Replimune could drive a rotation into IOVA. The community is focused on the company's accelerating adoption across a growing network of authorized treatment centers and the long-term potential of its TIL cancer therapy platform.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing significant market attention following a record-breaking earnings report that shattered expectations and prompted upward guidance revisions, fueling an aggressive rally. The stock's high short interest and limited availability of shares have triggered intense community speculation regarding a potential short squeeze, with investors closely watching volume and technical levels for further momentum.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is experiencing significant volatility as investors weigh strong earnings and a massive $10 billion stock buyback against concerns that future growth guidance may be peaking. While the community is divided between those aggressively buying the dip based on long-term AI-driven memory demand and others warning of a broader sector correction, the stock remains a focal point for institutional activity.

Clover Health Investments Corp. is a physician enablement technology company, which engages in the provision of Medicare Advantage plans in the United States. Its strategy is powered by its proprietary software platform, Clover Assistant, which aggregates patient data from across the healthcare ecosystem to support clinical decision-making and improve health outcomes through the early identification and management of chronic diseases. The company offers PPO and HMO Medicare Advantage plans in several states, with a differentiated focus on its flagship wide-network, high-choice PPO plans. The company was founded by Vivek Garipalli and Andrew Toy on July 17, 2014 and is headquartered in Wilmington, DE.

Clover Health Investments Corp - Ordinary Shares - Class A

Clover Health Investments Corp

Clover Health is currently drawing significant community attention as investors position themselves ahead of the upcoming Q2 earnings report, debating whether recent price volatility is a temporary dip or a setup for a breakout. Discussion is heavily focused on the company's path to GAAP profitability, the scaling of the Counterpart Assistant platform, and the potential impact of CMS-related developments on long-term valuation.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is trending as retail and institutional investors debate the stock's valuation and potential for a short squeeze ahead of upcoming earnings. While some community members point to record backlogs and major defense contract wins as evidence of a strong growth trajectory, others remain cautious due to ongoing share dilution and broader volatility across the space sector.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is experiencing significant volatility and heavy short interest as investors remain divided ahead of a high-stakes earnings report. The community is actively debating the brand's long-term growth potential and recent promotional activity, with many focused on whether upcoming results will trigger a major reversal or further downside.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is seeing significant volatility as investors weigh disappointing earnings and guidance cuts against a record order backlog and strong demand from hyperscale data centers. The community remains deeply divided between long-term bulls highlighting the company's critical role in AI-driven energy infrastructure and frustrated traders reacting to the stock's recent sharp price swings and execution concerns.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending as investors react to the company securing DOE startup authorization for its Groves Test Reactor, a key regulatory milestone that clears the path for fuel loading and first criticality. While the stock has seen high volatility and retail skepticism due to the company's pre-revenue status and recent insider share sales, the community remains actively divided between those betting on long-term government and tech-sector backing for nuclear energy and those frustrated by missed milestones and ongoing share dilution.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital shares are trending following a volatile reaction to earnings where the company beat estimates and provided optimistic outlooks, yet still faced significant selling pressure. Community discussion remains polarized, with many investors debating whether this price action represents a healthy reset for a sector facing cooling memory demand expectations or a temporary algorithmic overreaction to robust fundamental data.

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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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Drop a comment with when you expect the first cut/hike to be.

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