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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 intense volatility as investors weigh robust revenue growth and record AI contract gains against massive upcoming share unlock events that threaten to flood the market. The community remains deeply divided, with some betting on long-term technological dominance in satellite connectivity and AI infrastructure while others aggressively short the stock, citing extreme valuations and concerns over unsustainable capital expenditures.

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 significant volatility after reporting a revenue and earnings beat, as investors react negatively to a sharp increase in capital expenditure and a lack of explosive guidance compared to the stock's recent rally. While the company's long-term AI data center trajectory remains a core point of debate, the community is currently divided between those viewing the post-earnings dip as a 'buy the dip' opportunity and those warning that premium valuations are resetting amidst profit-taking.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is capturing investor attention following a high-profile partnership announcement with SpaceX, in which Elon Musk committed to utilizing NVIDIAs latest AI architectures for future satellite computing payloads. Community discourse is heavily focused on the stock's role as the fundamental backbone of AI infrastructure, with traders debating its potential to breakout ahead of upcoming earnings as capital continues to rotate into high-conviction semiconductor leaders.

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 currently in the spotlight as investors anticipate a major catalyst from upcoming earnings, with community sentiment fueled by a 19-quarter streak of beating expectations and recent strategic partnerships with industry giants like Palantir and OpenAI. Shareholders remain largely bullish on the company's long-term profitability and scaling potential, viewing recent price volatility as an opportunity to accumulate shares before a potential momentum breakout.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense is trending as investors digest a series of major government contract awards for hypersonic and national security programs that have bolstered its significant backlog. While the community is actively debating the company's valuation and long-term potential, many are pointing to these ongoing defense wins as evidence that the firm is becoming a mission-critical supplier for next-generation military infrastructure.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine is trending as investors react to strong quarterly results, raised full-year guidance, and a shift toward profitable AI-driven growth. The community remains highly focused on the company's turnaround narrative, debating potential price targets as the stock navigates a volatile recovery and institutional accumulation.

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 as investors react to strong earnings results and an aggressive guidance hike that underscores the company's critical role in the accelerating AI networking and data center infrastructure buildout. Market participants are actively discussing the stock's resilience, its position as a beneficiary of hyperscaler capital expenditure, and its potential for sustained momentum following a massive post-earnings rally.

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 is trending as investors digest a blowout Q2 earnings report that beat revenue expectations, reignited GAAP profitability, and showcased surging loan originations. Community sentiment remains deeply divided, with long-term holders debating the stock's potential for a massive short squeeze against persistent skepticism regarding macroeconomic headwinds and historical volatility.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T shares are under pressure as investors weigh competitive concerns regarding Starlink’s potential expansion into the mobile and broadband market against the company’s strong fiber expansion and consistent shareholder returns. While sentiment remains divided, many in the community are focusing on the stock's dividend yield and upcoming earnings as potential anchors for a recovery.

TransMedics Group, Inc. operates as a commercial stage medical technology company. The firm engages in the development and commercialization of organ care system platform. It focuses on the preservation of human organs for transplant in a near-physiologic condition to address the limitations of cold storage organ preservation. The company was founded by Waleed H. Hassanein in August 1998 and is headquartered in Andover, MA.

Transmedics Group Inc

Transmedics Group is experiencing heightened volatility as investors debate the impact of rising fuel costs on margins versus the company's robust long-term growth trajectory in organ transplant logistics. Community sentiment is deeply polarized, with active discussion focusing on the disconnect between the firm's strong operational execution and its recent stock price decline.

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Range Resources - Louisiana, Inc. engaged in acquisition, exploration and development of natural gas and oil properties. The company was founded on January 31, 2014 and was headquartered in Houston, TX.

Memorial Resource Development Corp

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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