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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 shares are experiencing significant downward pressure as investors prepare for a massive insider lock-up expiration that will flood the market with nearly 900 million additional shares. The community remains deeply divided, with bears emphasizing the company's high valuation relative to earnings and the impending supply surge, while bulls defend the stock as a long-term growth opportunity despite current volatility.

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 experiencing significant volatility as investors weigh a strong earnings beat against concerns over high capital expenditures and intense competition for AI leadership. While the community remains divided between those capitalizing on the dip and those fearing an overextended AI bubble, many market participants are closely monitoring upcoming analyst price target revisions to determine if the stock can stabilize and sustain its long-term growth trajectory.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending following the major appointment of former Mossad Director David Barnea as Global President and Chairman of Ondas Defense, a move the community views as a significant validator of the company's defense-tech ambitions. While bulls are excited by stacking government contract wins and potential institutional backing, discourse remains polarized as some investors urge patience for sustained revenue execution ahead of upcoming earnings.

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 due to a powerful V-shaped recovery following an aggressive sell-off, which investors attribute to the spread of erroneous brokerage data that falsely reported an earnings miss. The community is focused on the company's strong fundamentalshighlighted by twenty consecutive quarters of beating expectationsand is actively discussing the potential for a sustained breakout as the market corrects its reaction to the misinformation.

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 revenue beat and strong forward guidance that outperformed analyst estimates. The community is actively debating whether to chase the momentum after the surge or wait for a potential pullback, with many pointing to the company's successful integration of AI tools as a key growth catalyst.

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 trending as investors debate the impact of Waymo's reported plans to phase out its ride-sharing partnership in favor of independent operations, while community members remain divided on whether this signals a long-term competitive threat or a buying opportunity. Discussions are heavily focused on the stock's valuation, its potential to scale autonomous and delivery services, and its performance relative to broader market expectations.

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 scrutiny and community frustration following a debt offering to fund its Helios data center expansion, with investors heavily criticizing management for a perceived lack of transparency and broken promises regarding new tenant announcements. While some shareholders remain bullish on the long-term potential of the company's AI infrastructure and crypto holdings, the broader community is actively debating the stock's persistent underperformance, with many demanding a corporate split and calling for accountability ahead of upcoming earnings.

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 intense volatility as investors weigh strong revenue growth and significant contract wins against broader market de-risking and index-related selling. While the community remains focused on the company's long-term potential in the high-energy density battery market and imminent earnings catalysts, active debate persists regarding the stock's short-term technical structure and the impact of heavy short interest.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense & Security Solutions is trending following significant contract wins and analyst reiterations that highlight its role in hypersonic systems and defense modernization. Investors are actively discussing the stock's massive backlog and the disconnect between its strong revenue growth and recent price volatility.

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 is trending as investors weigh recent positive news regarding a conditional bank charter approval against ongoing macro concerns and skepticism over the company's ability to maintain growth. Community sentiment remains highly polarized, with intense debate between long-term investors tracking institutional loan funding deals and frustrated short-term traders reacting to the stock's volatile price action.

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InSilico Medicine Cayman TopCo is a holding company, which engages in the research and development of generative artificial intelligence (AI) driven therapeutic pipeline and software licensing. Its pipeline targets areas include high unmet needs, with a footprint in fibrosis, oncology, immunology, and other therapeutic areas. The company was founded by Alex Zhavoronkov on November 19, 2018 and is headquartered in Hong Kong.

InSilico Medicine Cayman TopCo

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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