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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 investors are bracing for intense volatility as a massive share unlock event releases hundreds of millions of previously restricted insider shares into the public float. The community remains sharply divided, with bearish voices highlighting dilution concerns and historical sell-off patterns, while bulls are focused on long-term growth potential and potential short-covering rallies.

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 strong earnings report that featured record revenue, a guidance raise, and an improving path to profitability. The community is actively discussing the potential for a massive short squeeze, driven by the stock's high short interest and the anticipation of further growth from the pending LivePerson acquisition.

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 surging on the back of blockbuster weight-loss drug performance and strong clinical trial results for its next-generation pipeline, while the community remains highly focused on the company's long-term dominance in the obesity space. Investors are closely monitoring the competitive landscape between major industry players and the potential for long-term compounding growth.

Nintendo Co., Ltd. engages in the development, manufacture, and sale of home entertainment products. Its entertainment products include portable and console game machines and software, trump cards and Karuta (Japanese-style playing cards), multinational consumer electronics, home console hardware such as Nintendo Wii, Nintendo DS, Nintendo 3DS, as well as software for handheld and home console gaming machines. The company was founded by Fusajiro Yamauchi on September 23, 1889 and is headquartered in Kyoto, Japan.

Nintendo Co. Ltd - ADR

Nintendo is currently facing significant volatility as investors weigh strong hardware demand for the Switch 2 against cooling software sales and broader margin pressures from rising memory costs. While the community remains deeply divided between long-term bulls highlighting the company's robust cash reserves and iconic IP portfolio, and short-term bears concerned about the stock's recent technical breakdown and weak forward guidance.

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 experiencing significant volatility and downward pressure as investors weigh concerns over project execution, margin compression, and institutional stake reductions against the company's massive backlog and exposure to the growing AI data center power demand. While some community members view the sharp price decline as a forced shakeout of leveraged positions and a potential long-term buying opportunity, others remain skeptical about the firm's ability to translate secured backlog into profitable earnings without a shift in management or operational strategy.

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 shares experienced a sharp decline following second-quarter results that missed revenue expectations and provided softer-than-anticipated guidance. While the company continues to demonstrate robust profit margins and remains a focal point for AI-driven advertising, the community is actively debating whether the current sell-off represents a temporary overreaction or a necessary valuation reset given elevated investor expectations.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is seeing significant volatility as market participants weigh aggressive insider selling against long-term growth prospects in the AI infrastructure sector. Community discussion is sharply divided between investors concerned by debt and high-level share divestment and those bullish on the company's expanding global data center footprint and role in the AI compute ecosystem.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera Biologics is trending as investors rally behind significant platform validation from new partnerships with biotech giants Jazz and Vertex, fueling anticipation ahead of upcoming Phase 2 clinical data. The community is heavily focused on the potential of the ABCL635 readout as a key catalyst, sparking a surge in bullish sentiment and institutional interest despite the stock's long-term volatility.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group Inc is currently the center of intense market speculation as investors await an overdue FDA decision following a weekend PDUFA date. The community is sharply divided, with bulls pointing to the recent 10-3 advisory committee vote as a catalyst for potential approval, while bears and many market participants are interpreting the lack of a timely announcement as a likely indicator of a third Complete Response Letter or a regulatory delay.

Zillow Group, Inc. engages in the provision of real estate and home-related information marketplaces on mobile and the web. The company was founded by Richard N. Barton and Lloyd D. Frink in December 2004 and is headquartered in Seattle, WA.

Zillow Group Inc - Ordinary Shares - Class C

Zillow Group Inc Class C

Zillow is trending as investors weigh the competitive threat of Google testing real estate listing features against the stock's recent performance. The community remains divided, with some focused on the potential for institutional buying or long-term valuation shifts, while others express frustration over share price volatility and ongoing concerns about sector competition.

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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.


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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.

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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