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AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is seeing significant market momentum driven by the upcoming launch of three BlueBird satellites and a strategic workshop with Meta to integrate WhatsApp connectivity into its satellite network. Investors are closely watching these catalysts as the company advances its mission to provide global direct-to-smartphone broadband, further supported by growing institutional backing and partnerships with major mobile network operators.

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 experiencing significant volatility as investors weigh a strong quarterly revenue beat against massive capital expenditures on AI infrastructure and upcoming insider share lockup expirations. The community remains deeply polarized, with some bulls pointing to long-term growth and Starlink's potential, while bears focus on the company's current unprofitability and the risk of a major supply shock when millions of previously restricted shares become eligible for sale.

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 are experiencing high volatility as investors react to a significant surge in capital expenditures, leading to a clash between strong data center growth and concerns over the stock's elevated valuation. The community is actively debating whether this pullback represents a classic sell-the-news trap or a necessary correction following a prolonged rally, with many traders closely monitoring for a potential rebound as institutional analysts begin updating their outlooks.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

iShares Silver Trust (SLV) is seeing intense community debate as traders weigh its role as an industrial metal essential for data center growth against persistent macroeconomic headwinds like rising bond yields. While bulls are banking on long-term supply deficits and a potential breakout fueled by a weakening dollar, many participants are currently focused on short-term technical resistance and ongoing price volatility.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is under pressure as it faces a legal battle with Eli Lilly over alleged misleading advertising, while investors remain split between concerns over pipeline setbacks and enthusiasm for the company's strong oral GLP-1 sales and guidance upgrades. Community discussion is polarized, with some bulls highlighting valuation and growth prospects while others express frustration over management's communication and recent trial results.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The S&P 500 is trending due to a powerful, momentum-driven rally fueled by optimism surrounding potential peace deal headlines in the Middle East and heavy institutional buying. While bulls are celebrating new all-time highs and aggressive short squeezes, many in the community remain deeply skeptical, debating whether this is a sustainable breakout or an artificial pump driven by algorithmic manipulation and headline-based sentiment.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

The SPDR Gold Shares ETF (GLD) is experiencing heightened community interest driven by persistent geopolitical uncertainty and shifting expectations regarding federal interest rates. Market participants are actively debating the metal's role as a hedge against inflation and a potential safe haven, with many monitoring its structural price action and technical support levels amidst broader market volatility.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is trending after a robust quarterly earnings beat and strong revenue guidance, with community members highlighting its status as a critical infrastructure player for the expanding AI networking sector. Investors are actively discussing the company's consistent execution, leadership in AI data center fabrics, and its ability to capture increasing hyperscaler capital expenditure.

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 react to a newly announced $1 billion credit facility and strong growth projections, fueling speculation about potential M&A activity and long-term scaling. The community is actively debating the stock's valuation, with many bullish investors dismissing recent price volatility as institutional manipulation while pointing to 19 consecutive quarters of beats and raises as the primary thesis for future upside.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as investors monitor increased production capacity through its new Livermore facility and evaluate the long-term impact of its additive manufacturing technology on the aerospace and defense sectors. The community is actively debating the company's growth prospects and the reliability of its partnerships following recent market volatility.

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Longduoduo Co. Ltd. provides preventive healthcare solutions and services. Its services include disease screening, healthcare treatments, healthcare products and other services. The firm focuses on prevention to myocardial infarction, cerebral infarction, hemiplegia, and cardiovascular and cerebrovascular diseases. The company was founded by Liang Zhang in June 2020 and is headquartered in Hohhot, China.

Longduoduo Co Ltd

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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