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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 facing significant volatility following its first public earnings report, where strong revenue growth was overshadowed by concerns over massive capital expenditures in AI infrastructure and an upcoming lockup expiration that could significantly increase share float. Community sentiment is deeply polarized, with many investors debating whether the current valuation is justified by long-term satellite and AI ambitions or if the company is overhyped given its ongoing cash burn and the potential for insider selling.

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 facing significant after-hours pressure following an earnings report where investors focused on rising capital expenditures and elevated valuation expectations rather than the revenue and earnings beat. The community is actively debating whether this is a temporary profit-taking event in a long-term AI infrastructure play or a broader correction for the semiconductor sector as market participants pivot toward monopoly leaders.

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

Market participants are intensely focused on a potential breakthrough regarding the Strait of Hormuz, with widespread anticipation of a deal between the U.S., Iran, and Oman serving as the primary catalyst for the current momentum. The community is deeply divided between aggressive bulls who are chasing an artificial, momentum-driven rally and skeptics who are bracing for a 'sell-the-news' reversal, citing exhaustion signals like extreme RSI levels and persistent historical cycles of deal-related volatility.

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 drawing significant attention from investors as they await critical data from the Phase 3 REGAL trial, with the community actively speculating on a potential buyout given the stock's positioning against major pharmaceutical giants. Discussions are currently dominated by intense debate over trial timelines, the significance of recent institutional interest, and the expected impact of the upcoming topline data on long-term shareholder value.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is surging following a blowout quarterly report that highlighted massive U.S. commercial revenue growth, fueling intense community discussion about the company's long-term leadership in enterprise AI. While bulls celebrate the breakthrough of technical resistance and the silencing of vocal short sellers, others remain cautious about the sustainability of such rapid valuation gains and are closely watching for potential profit-taking.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

The SPDR Gold Shares ETF is drawing significant attention as investors weigh ongoing geopolitical tensions in the Middle East against a strengthening dollar and uncertainty surrounding Fed interest rate policy. Community discourse is heavily focused on the potential for a technical breakout and the role of gold as a hedge against rising national debt levels and fiscal instability.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is currently trending due to heightened volatility and intense investor debate surrounding its role as an inflation hedge amidst ongoing geopolitical tensions and shifting interest rate expectations. The community is actively discussing a potential trend reversal and technical chart setups, while remaining divided between those aggressively accumulating physical silver during the recent pullback and others expressing frustration over the asset's failure to sustain recent rallies.

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 experiencing significant positive momentum following an announcement that SpaceX will exclusively utilize its AI computing infrastructure. The community is actively debating the stock's valuation and long-term potential as a cornerstone of the AI sector, while also closely watching market sentiment shift in response to broader semiconductor earnings results.

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 experiencing a significant surge in momentum, with investors closely watching the company's recent earnings beat, raised full-year guidance, and the potential impact of Android ecosystem changes. The community is actively discussing the stock's turnaround potential, focusing on debt reduction, operating leverage, and strategic positioning in the digital advertising market.

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 heightened volatility as investors weigh a significant jump in loan originations against broader geopolitical risks and credit cycle concerns. While the community remains divided, many are focused on the upcoming earnings report and potential catalysts like the bank charter progress to spark a short squeeze.

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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.

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