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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 downward pressure after hours despite beating earnings expectations, as investors react negatively to a substantial increase in capital expenditures and concerns that growth is already priced in. Community sentiment is deeply polarized, with some traders highlighting the potential for a rebound driven by long-term data center demand, while others view the earnings results as a catalyst for a deeper correction following a massive rally.

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

SPY is trending amid a surge to all-time highs fueled by strong corporate earnings and persistent community optimism regarding a potential resolution to geopolitical tensions in the Strait of Hormuz. While many traders are riding the bullish momentum, others remain skeptical, engaging in heated debates over whether this rapid ascent is a sustainable rally or a temporary pump that sets the stage for a significant correction.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is experiencing heightened volatility as investors weigh conflicting signals from ongoing geopolitical tensions and a tightening global interest rate environment. The community remains deeply divided, with many debating whether the current price action represents a generational accumulation opportunity or a signal of further downside ahead.

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

Investors are actively debating the future of gold as the metal faces conflicting pressures from geopolitical tensions and rising Treasury yields, with many traders looking for a clear breakout above consolidation levels. Community discussion remains heavily focused on whether recent volatility represents a buying opportunity or a deeper correction, with ongoing scrutiny of Fed policy and U.S. debt dynamics driving sentiment.

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 significant market interest and price momentum driven by strong earnings results, raised forward guidance, and growing optimism around its role in the shifting Android app store landscape. Community sentiment is overwhelmingly bullish, with many long-term shareholders actively discussing the company's turnaround progress, the potential for institutional accumulation, and the stock's positioning as a high-growth AI-integrated advertising play.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is facing short-term downward pressure following the discovery of a salmonella outbreak linked to jalapeos at several Minnesota locations, causing the company to proactively remove the ingredient from its supply chain. While some investors view the sell-off as a knee-jerk overreaction to a localized food safety issue, others are concerned about the brand's reputation and potential long-term impact on customer trust.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending as investors weigh conflicting reports of a potential Iran-Oman shipping deal against escalating geopolitical tensions in the Strait of Hormuz. Community members are divided, with many actively discussing whether market price action is being driven by genuine supply concerns or repeated tactical posturing and headline-driven manipulation.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcash is seeing intense community debate following a critical security flaw discovery, with traders divided between bargain-hunting the price dip and exiting due to concerns over supply integrity. While some participants view the recent successful code upgrade as a validation of the project's resilience, others remain skeptical about the potential long-term impact on trust and the coin's historical privacy claims.

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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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