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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 and heavy retail debate as investors weigh strong revenue growth and a high-profile Nvidia partnership against concerns over profitability, extreme valuation, and a looming massive share unlock. The community remains deeply polarized, with bulls betting on a potential short squeeze driven by significant short interest, while bears argue the company is fundamentally overvalued and destined for a sharp decline following its initial public earnings report.

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 investor speculation as the market weighs strong AI-driven growth expectations against concerns about high valuations and significant capital expenditure. The community remains deeply divided between bulls anticipating an AI-led breakout and skeptics warning of a "sell the news" event following the stock's recent rally.

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 the company securing a massive $1 billion credit facility for strategic growth, while the community remains fiercely divided between long-term bulls highlighting its 19-quarter beat-and-raise streak and vocal critics skeptical of its price action. Despite broader software sector volatility and concerns over institutional manipulation, bullish sentiment is building ahead of upcoming earnings as traders speculate on potential upside driven by key partnerships with major tech players.

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 react to a series of significant contract awards and government funding wins, even as the stock faces continued volatility amid broader defense sector rotation. The community remains deeply divided, with bulls highlighting the company's strong long-term fundamentals and growing backlog, while bears express frustration over recent price performance and persistent selling pressure.

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 Holdings Inc. is trending as investors react to the company's recent conditional approval for a national bank charter and a multi-billion dollar forward-flow funding agreement with Castlelake. While some community members are optimistic that these developments signal a turnaround and could spark a short squeeze, others remain skeptical, pointing to the company's history of underperformance, high sensitivity to interest rate environments, and continued volatility ahead of upcoming earnings.

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 a significant revenue beat and raised full-year guidance, fueling community sentiment that the company is effectively executing its AI-enhanced growth strategy. While some traders are closely watching short interest and potential volatility heading into the upcoming earnings cycle, long-term investors are highlighting the firm's improved margin profile and its positioning within the mobile advertising ecosystem as key catalysts for continued momentum.

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 currently trending as investors debate the sustainability of its premium valuation amidst a major AI infrastructure buildout. While the community is divided by recent price volatility and concerns over supply chain headwinds, many traders are actively monitoring the stock for potential accumulation and breakout setups, viewing it as a critical 'picks-and-shovels' play alongside other AI networking leaders.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Mining is drawing intense community focus as investors weigh the company's early delivery of its Black Pearl facility and expansion into high-performance computing against recent quarterly financial results that fell short of expectations. While some market participants express concern over mining revenue declines and broader data center sector volatility, many traders are actively accumulating shares, citing a bullish long-term thesis centered on massive contracted revenue backlogs and the strategic value of the company's expanding power infrastructure.

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 due to strong investor focus on its role in the expanding high-performance drone and defense battery sector. The community is actively discussing its potential for a short squeeze, its recently updated 2026 revenue guidance, and upcoming institutional events that could serve as catalysts for further momentum.

Rigel Pharmaceuticals, Inc. operates as a clinical stage biotechnology company. It discovers and develops novel, targeted drugs in the therapeutic areas of immunology, oncology and immune oncology. The firm focuses on intracellular signalling pathways and related targets that are critical to disease mechanisms. The company's products include Tavalisse, Fostamatinib and R835. Rigel Pharmaceuticals was founded by Donald G. Payan, James M. Gower, Thomas A. Raffin, Garry P. Nolan and Ronald B. Garren on June 14, 1996 and is headquartered in South San Francisco, CA.

Rigel Pharmaceuticals

Rigel Pharmaceuticals is currently a focal point for investors following the successful in-licensing of VEPPANU, the first FDA-approved oral PROTAC therapy, which the community views as a potential blockbuster asset. Bullish sentiment is being driven by the prospect of this new revenue driver, coupled with high short interest that has sparked intense speculation regarding a possible short squeeze or strategic acquisition.

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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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