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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

SPCX is facing intense downward pressure driven by concerns over massive capital expenditures and an impending wave of insider share unlocks that threatens to flood the market with new supply. While bulls are banking on long-term growth and potential squeezes, the community remains deeply divided, with many retail investors expressing skepticism over the company's valuation and current lack of profitability.

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 shares faced after-hours volatility as investors scrutinized a sharp increase in capital expenditures and mixed forward guidance despite strong top and bottom-line beats. The community is sharply divided, with bulls pointing to the accelerating data center momentum and reiterated analyst confidence, while bears are highlighting high valuations and concerns over near-term capacity constraints.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is experiencing significant selling pressure amid a broader market correction in AI infrastructure and data center stocks, leading to increased community frustration and debates over long-term fundamentals versus short-term volatility. While investors are divided between those panic-selling and those holding for long-term growth tied to major data center leases, sentiment remains heavily focused on upcoming earnings reports and potential financing disclosures as key catalysts for a recovery.

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 as investors react to a significant debt financing move for its Texas data center projects, with many expressing deep skepticism over management's ability to deliver on growth promises. The stock is seeing high volatility as participants debate whether recent infrastructure developments represent a legitimate shift toward AI-integrated revenue or a prolonged period of dilution and underperformance compared to sector peers.

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 under pressure following reports that Waymo may end its autonomous partnership, fueling investor concerns about the company's long-term competitive position in the robotaxi market. Despite this, the community remains divided, with many long-term investors pointing to strong free cash flow and institutional support as key reasons to view the pullback as a buying opportunity.

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 seeing a surge in investor confidence and strong price action following an earnings beat that highlighted over 30% growth across key metrics like GMV and revenue. The market is actively debating the company's long-term potential as an AI-driven e-commerce leader, with sentiment bolstered by upward analyst revisions and optimism regarding the company's ability to maintain high-growth momentum.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BCRX is trending amid strong investor interest following a recent facility closure and strategic pivot toward external innovation, which many in the community interpret as a potential setup for a buyout. Investors are closely monitoring strong revenue growth and the progress of the navenibart pipeline while actively debating whether recent share price volatility represents a genuine institutional accumulation or continued manipulation by short sellers.

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 experiencing heightened volatility and community debate as investors react to a leadership transition, with Alisa Bowen taking the helm as CEO following the departure of David Gandler. Traders are closely monitoring the stock for potential signs of stabilization and growth, balancing optimism over the integration of Disney's advertising assets against ongoing concerns regarding subscriber trends and past financial performance.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending as investors digest a strong earnings beat and raised full-year guidance, with the community actively debating the company's competitive standing against Novo Nordisk in the GLP-1 and obesity drug markets. Discussions are further fueled by recent strategic acquisitions in the neuroscience sector and ongoing legal activity regarding advertising claims in the rapidly expanding weight-loss drug space.

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 fundamental performance, including a streak of consecutive earnings beats and raised guidance, against market-wide software sector volatility ahead of its upcoming earnings report. The community is actively discussing the potential impact of strategic AI partnerships and the recent expansion of the company's credit facility for future growth initiatives.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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ETFs Under Radar as China's Retail Sales Lag Estimates at the Start of Q2

 China's weak retail sales and slowing industrial output are putting Chinese ETFs like MCHI in focus.

China's BYD Beats Tesla as 2025's Top EV Seller: ETFs in Spotlight

BYD overtakes Tesla as the world's top EV seller in 2025, reshaping the EV landscape and putting ETFs with BYD exposure in focus.

Baidu Stock Rises To 2-Year High In Hong Kong As Investors Bet On AI Prowess — Retail Mood Flips To ‘Bullish’

Equity

Baidu’s second-quarter results, released in late August, showed that its non-online marketing revenue climbed 34% year-over-year to 10 billion yuan ($1.40 billion) due to its AI initiatives.


KraneShares Trust - KraneShares MSCI China Clean Technology Index 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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