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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 currently trending as investors brace for a massive wave of insider share lock-up expirations, which are set to introduce significant supply to the market alongside high capital expenditure concerns following the company's first earnings report. While the community remains deeply polarized, discussions are dominated by debates between 'bulls' betting on long-term growth and 'bears' highlighting the extreme valuation and looming dilution pressure.

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 high volatility as investors weigh a strong earnings beat and record data center growth against concerns over high capital expenditures and stretched valuations. While the company continues to gain traction in the AI infrastructure cycle, the market is intensely debating whether current growth rates are sufficient to justify its premium pricing amid signs of increased competition.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is rallying following news of a collaborative workshop with Meta to bring WhatsApp and AI services to its satellite network, while investor sentiment is further bolstered by the upcoming launch of three additional BlueBird satellites. Community discussion is heavily focused on the stock's potential for a major re-rating as the company advances its regulatory milestones and commercial partnerships, with many long-term investors dismissing short-term volatility in favor of the stock's massive addressable market.

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 & Security Solutions is trending following significant contract awards, including a recent $400 million funding boost for hypersonic and national security programs. Community members are actively debating the company's long-term growth potential in autonomous systems and propulsion, weighing current price volatility against the substantial project backlog and ongoing defense industry tailwinds.

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 digest a strong earnings report and raised guidance, fueling community debates over whether recent price volatility is merely short-term noise or a reaction to market confusion. Many shareholders are pointing to the company's long-standing 'beat and raise' track record and potential upside from AI partnerships as reasons to maintain a bullish long-term outlook despite the current selling pressure.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is experiencing significant volatility as investors weigh the company's recent federal trust bank charter against analyst downgrades and competitive pressure from rivals like OpenUSD. While the community remains divided over short-term price action, bullish sentiment is anchored by anticipation surrounding the Clarity Act and the belief that USDC is positioned to become essential infrastructure for the future of finance.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending due to the announcement of a multi-billion dollar acquisition of Delivery Hero, a move intended to significantly expand its global food delivery footprint and scale. The community is actively debating the strategic benefits of this massive deal versus the integration risks, while many traders remain focused on the company's long-term potential as a dominant platform.

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 a record-breaking earnings report that significantly surpassed revenue and earnings expectations, fueling optimism about the company's role as a primary beneficiary of the AI networking and infrastructure boom. Community discourse is highly bullish, with many participants highlighting the firm's consistent execution, strong guidance for the coming quarter, and its strategic importance to hyperscalers scaling their AI data centers.

Cash Cat

Cash Cat is generating significant community interest as a primary meme token on the Robinhood chain, with traders closely monitoring its market capitalization and potential for institutional adoption. Investors are actively debating its growth prospects, often referencing it alongside broader meme sector rotations and upcoming decentralized exchange developments.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is capturing investor interest as market participants debate its long-term viability against broader quantum sector volatility and recent policy-related catalysts. While some community members remain bullish on the company's hardware roadmaps and institutional partnerships, others are actively highlighting risks related to cash burn, insider activity, and high valuations.

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Hold rates steady

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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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