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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 revenue beat and raised full-year guidance, fueling community speculation about a massive short squeeze due to high short interest. Investors are eagerly discussing the potential for institutional accumulation and technical momentum to drive the stock toward double digits.

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

SPCX is experiencing significant volatility as the market anticipates the expiration of a major share lockup that allows employees and early investors to sell nearly a billion shares for the first time. Community sentiment remains polarized, with many investors debating whether the substantial supply increase is already priced in or if it will trigger a deep correction below the current trading levels.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending due to the completion of its SkyWater Technology acquisition and a flurry of new government contract awards, fueling intense community debate over its valuation and growth trajectory. Investors are actively discussing the company's long-term potential as a national security asset versus concerns regarding share dilution and the path to profitability.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is facing extreme volatility after reporting mixed Q2 results that failed to meet elevated market expectations, sparking concerns over slowing growth despite strong year-over-year revenue gains. Investors are actively debating whether this represents a long-term breakdown in the company's AI advertising thesis or an irrational overreaction to guidance, with many highlighting the resolution of the SEC probe and aggressive share buybacks as potential catalysts for a recovery.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is trending as investors aggressively debate the potential impact of the Clarity Act, with community sentiment divided between those anticipating a major regulatory-driven breakout and skeptics dismissing the token's long-term utility. The conversation is dominated by intense speculation regarding institutional adoption, supply management, and whether the asset serves as a viable long-term hedge against broader market volatility.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing significant volatility as investors debate the impact of AI on its software ecosystem, with community sentiment split between those viewing the stock as a prime short-squeeze candidate and those betting on long-term growth from enterprise AI adoption.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is facing significant volatility as investors weigh the impact of rising competition from prediction markets against expectations for strong seasonal growth ahead of the football season. While community members are debating the company's long-term profitability and the influence of high-profile institutional trades, the primary focus remains on the upcoming earnings report and whether DraftKings can effectively scale its sports betting and prediction market offerings.

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 heightened community activity as investors weigh the stock's recent volatility against upcoming quarterly earnings, with many traders anticipating a potential short squeeze or volatility-fueled breakout. Sentiment remains deeply divided between those viewing the current price as a generational buying opportunity and skeptics who are concerned about margin pressures and increased competition in the functional beverage market.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending as investors weigh a new CEO appointment and potential pipeline readouts against ongoing revenue challenges and competitive concerns in the Duchenne muscular dystrophy space. Community sentiment remains deeply divided, with discussions centered on long-term growth prospects for the siRNA programs versus short-term frustration over the stock's persistent range-bound trading behavior.

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 Corp is trending as investors show strong interest in its record quarterly revenue and improved EBITDA, fueling discussions about a potential short squeeze given its high short interest. Community sentiment is mixed but largely optimistic, with bullish traders highlighting the firm's expanding space infrastructure contracts and the broader trend of capital rotation into the space and defense sectors.

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Photonics: The Next Big AI Investment Opportunity?

As AI data centers push the limits of traditional networking, photonics is emerging as a key technology.

 Nokia's Massive AI Orders Overshadow Soft Guidance — BofA Sees 90% Upside 

Equity

Nokia received about €2.8 billion ($3.19 billion) worth of AI-related orders in the second quarter. 


NOK Stock Heads For Best Day In 2 Weeks After Solid Q2: Retail Chases ‘Biggest AI Play Right Now’

Nokia reported a rise in demand for network infrastructure used in artificial intelligence expansion.


KraneShares Trust - KraneShares Photonic and Optical 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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