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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 is experiencing heightened market volatility following its first public earnings report, where a robust revenue beat was tempered by concerns over massive capital expenditures and the impending expiration of a significant insider share lockup. Investors are actively debating whether the stock's recent price dip offers a generational buying opportunity or if imminent dilution and heavy AI infrastructure spending will continue to weigh on the valuation.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is gaining strong momentum as investors aggressively position themselves ahead of the imminent top-line Phase 3 results for the REGAL trial. The community is actively debating the timing of the 80th trial event and speculating on potential major pharmaceutical buyout interest following recent strategic institutional moves and executive-level networking.

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

The S&P 500 is surging to record highs as market participants react to optimistic signals surrounding potential peace talks in the Strait of Hormuz and strong corporate earnings. While the broader community is actively debating the sustainability of this vertical rally and the validity of diplomatic headlines, many are focused on the extreme technical overextension and the aggressive momentum currently driving the index.

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 seeing intense market volatility as investors weigh strong earnings and data center revenue against concerns over a massive increase in capital expenditure and shifting customer allegiances in the AI space. While bullish participants highlight the company's long-term growth trajectory in AI and server infrastructure, many in the community are debating whether the recent share price run-up already priced in these results, leading to significant profit-taking and skepticism regarding the stock's current valuation.

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 shares are experiencing significant volatility as investors weigh the company's recent conditional bank charter approval against broader macroeconomic concerns and heavy short interest. The community remains deeply divided, with bulls pointing to fundamental growth and potential short-squeeze catalysts while bears continue to focus on valuation and interest rate risks.

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 heavy investor scrutiny following the recent failure of its cardiovascular drug ziltivekimab in a late-stage trial, which triggered a sharp sell-off despite stable financial guidance. The community is deeply divided, with some investors viewing the decline as an overreaction and a buying opportunity, while others are frustrated by pipeline setbacks and the competitive pressure from Eli Lilly's GLP-1 portfolio.

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 attracting intense community interest as traders debate a potential short squeeze fueled by robust revenue growth and a record backlog that continues to beat Wall Street estimates. Investors are actively scrutinizing the firm's commercial scaling progress and recent guidance raises, balancing bullish sentiment surrounding its silicon-anode battery technology against volatility from broader sector headwinds.

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 shares are rallying as the company delivers record quarterly revenue and strong guidance, fueling investor confidence in its role as a key backbone for AI infrastructure. The community is actively discussing the stock's role in the AI hardware ecosystem and debating whether the strong earnings momentum will sustain a multi-month climb.

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 new $1 billion credit facility while debating the stock's future ahead of upcoming earnings, with many community members focusing on the firm's growth potential and strategic partnerships. Sentiment remains sharply divided, characterized by long-term holders advocating for accumulation on weakness and vocal critics expressing frustration over recent price volatility.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending as investors weigh conflicting reports of a potential Iran-Oman shipping deal against escalating geopolitical tensions in the Strait of Hormuz. Community members are divided, with many actively discussing whether market price action is being driven by genuine supply concerns or repeated tactical posturing and headline-driven manipulation.

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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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