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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 market volatility as investors weigh a strong quarterly revenue beat against massive capital expenditure requirements and an imminent insider share lockup expiration. The community is sharply divided, with bulls pointing to the company's long-term dominance in AI infrastructure and connectivity, while bears warn that the release of millions of previously restricted shares could put severe downward pressure on the stock.

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 volatility as investors react to a significant surge in capital expenditures and a strategic partnership update between SpaceX and Nvidia, which overshadowed the company's solid revenue and earnings beat. The community remains deeply divided, with bears pointing to stretched valuations and capacity constraints, while long-term bulls urge patience, arguing that the company's aggressive investment in AI infrastructure will yield sustained growth.

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SPY is trending amid a violent short squeeze and aggressive bullish momentum as traders speculate on a potential resolution to Strait of Hormuz tensions. The community remains deeply divided, with some investors dismissing the rally as a fragile 'pump' fueled by retail FOMO and institutional manipulation, while others are aggressively chasing the trend to new all-time highs.

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 trending as investors position for imminent Phase 3 REGAL trial results, with high conviction that trial delays signal significant patient survival benefits and potential buyout interest from major pharmaceutical players. The community is actively discussing the strategic implications of institutional accumulation and the potential for a major valuation re-rating following the trial's top-line data release.

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.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

The iShares Silver Trust is seeing heightened community engagement as investors debate whether recent price action represents a definitive bottom or a precursor to further volatility amid broader macro uncertainty and geopolitical tensions. Discussions are largely split between those interpreting current levels as a generational buying opportunity and traders expressing frustration over repeated failed breakouts and sensitivity to fluctuating interest rate expectations.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is experiencing significant volatility driven by intense debate over its commercial scaling progress, with community discourse polarized by concerns regarding executive departures versus optimism for potential breakthroughs in data center and defense markets. Investors remain highly focused on whether the firm can shift from development-stage R&D to mass production, as the stock faces elevated short interest amid a broader market rotation.

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 aggressively buy the dip, fueled by a combination of strong institutional accumulation and clarified guidance from management that addressed recent supply chain concerns. Community sentiment remains highly bullish, with many traders viewing the stock as a premier infrastructure play that is essential to scaling AI clusters and hyperscaler data center capacity.

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 scrutiny as it navigates ongoing competitive pressures and a federal lawsuit against Eli Lilly over allegedly misleading advertising regarding GLP-1 weight-loss drug efficacy. Community sentiment remains mixed, with investors divided between frustration over recent volatility and optimism that the oral Wegovy rollout and pipeline potential will ultimately drive a recovery.

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 trending as investors react to a robust earnings report characterized by record revenue growth and an upward revision of full-year guidance, fueling community speculation about a potential short squeeze. While the stock has faced volatility due to index rebalancing and sector-wide sell-offs, supporters are actively discussing the company's strong order pipeline and expanding contracts in the defense and commercial sectors as key long-term catalysts.

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DPZ Stock Eyes Best Month In Over A Year: TD Cowen Sees More Upside From Traffic Growth But Flags Franchise Challenges 

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TD Cowen increased its price target on Domino’s Pizza, citing strong order growth despite ticket pressures. 


EA Series Trust - Astoria US Equal Weight Quality Kings 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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