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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 weigh strong revenue growth and a narrow earnings beat against concerns regarding massive capital expenditure on AI infrastructure. The community is heavily divided, with many debating the impact of a significant insider share lockup expiry occurring later this week, while retail traders remain split between bullish long-term sentiment and bearish skepticism over the company's high valuation and profitability.

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 currently trending as investors weigh a strong earnings beat and accelerating data center growth against a market reaction driven by elevated expectations and concerns over increased capital expenditures. The community is sharply divided, with bulls pointing to the company's long-term AI infrastructure potential and analyst price target hikes, while bears emphasize the stock's premium valuation and the impact of competitor sentiment on the broader chip sector.

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 surging on community excitement surrounding the successful launch of its latest BlueBird satellites and intensifying collaboration efforts with Meta to integrate WhatsApp connectivity via its satellite network. Investors are closely watching these developments as signs of commercial validation, further bolstered by the company's growing list of global carrier partnerships and ongoing satellite deployment milestones.

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 following the announcement of a $14.8 billion deal to acquire Delivery Hero, a strategic move aimed at significantly expanding its global delivery footprint and quick-commerce capabilities. The community is actively debating the acquisition's price tag and potential for long-term margin expansion, while technical traders remain focused on the stock's consolidation patterns ahead of upcoming earnings.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Precigen is gaining significant investor momentum following strong revenue growth reports and positive guidance for their commercialized treatment, Papzimeos. The community is actively discussing the stock's potential for a short squeeze given the high short interest, while institutional interest grows around the company's transition into a commercial-stage biotech player.

Eastman Kodak Co. engages in the provision of analog and digital innovations. It operates through the following segments: Traditional Printing, Digital Printing, Advanced Materials and Chemicals, and Brand. The Traditional Printing segment consists of Prepress Solutions, which includes Kodak's digital offset plate offerings and computer-to-plate imaging solutions. The Digital Printing segment contains Electrophotographic Printing Solutions, Prosper, Versamark and Software. The Advanced Materials and Chemicals segment consists of four lines of business: Industrial Film and Chemicals, Motion Picture, Advanced Materials and Functional Printing, and Kodak Services for Business (KSB). The Brand segment includes licensing of the Kodak brand to third parties. The company was founded by George Eastman in 1880 and is headquartered in Rochester, NY.

Eastman Kodak Co.

Eastman Kodak is capturing investor attention as a potential strategic play in pharmaceutical onshoring and material manufacturing, with market participants closely watching upcoming earnings for clarity on growth segments and management's future direction. While the stock has seen significant momentum, the community remains divided between those betting on transformative government-related catalysts and those wary of the company's communication and operational consistency.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is seeing intense community debate and volatility following a massive post-earnings rally, with investors weighing the company's strong revenue growth against concerns about its manufacturing exposure in China and semiconductor sector sentiment. The stock remains a focal point for traders tracking AI-driven demand for indium phosphide wafers, while others caution against valuation risks and geopolitical headwinds impacting the semiconductor supply chain.

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 newly closed $1 billion credit facility and anticipate its upcoming earnings report, with community sentiment largely focused on a streak of consecutive quarterly beats and a potential growth breakout tied to its AI marketing platform. While some traders express frustration with short-term price volatility and manipulation concerns, many are actively buying the dip, banking on the company's long-term enterprise partnerships and profitability milestones to drive a significant price re-rating.

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 market volatility driven by the recent approval of its national trust bank charter and intense community speculation regarding the progress of the CLARITY Act. Investors are actively debating the stock's long-term potential as a digital payments infrastructure leader versus immediate headwinds like analyst downgrades, stablecoin competition, and uncertainty surrounding legislative timelines.

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 shares surged significantly following a blowout earnings report that highlighted massive growth in U.S. commercial revenue and strengthened confidence in their AI sovereignty demand. The community is actively debating whether this represents a sustainable long-term breakout or an overextended pump as investors weigh the stock's high valuation against continued AI momentum.

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Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF

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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