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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 downward pressure following its first earnings report, where significant capital expenditure for AI infrastructure sparked investor concerns despite a revenue beat. The community remains deeply divided, with bulls highlighting the long-term potential of Starlink and data center buildouts, while skeptics point toward the massive upcoming share unlock and concerns over aggressive spending relative to 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 shares are retreating after the company's latest earnings report failed to satisfy aggressive market expectations, despite delivering strong revenue growth and a significant surge in data center sales. The community is sharply divided, with bulls pointing to the company's long-term AI infrastructure potential and solid guidance, while bears are highlighting extreme valuations and concerns over capacity constraints.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

The iShares Silver Trust (SLV) is seeing intense community debate as investors weigh ongoing geopolitical volatility and manufacturing demand against persistent selling pressure. While some participants are accumulating positions in anticipation of a supply-driven breakout, others remain skeptical, focusing on the metal's recent inability to hold support levels and the broader impact of global economic uncertainty.

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 Q2 earnings report where revenue and guidance figures significantly exceeded expectations, fueling strong AI demand narratives. While the community is actively debating the stock's valuation, institutional investors are closely tracking its momentum as it continues to consolidate its role as a key enterprise AI software provider.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund is trending due to heightened volatility as investors weigh conflicting reports of potential peace deals against ongoing geopolitical escalations in the Strait of Hormuz. The community is actively debating whether price movements are being driven by genuine supply chain risks or systematic market manipulation by political and institutional figures.

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 rally behind a potential turnaround story, fueled by strong earnings momentum and community excitement regarding new AI-driven monetization strategies and the opening of alternative Android app store ecosystems. The stock is seeing significant engagement as traders discuss its pivot to high-signal first-party data and the expectation that improved operational efficiency will drive long-term valuation growth.

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 facing heightened volatility and intense short-seller scrutiny, with investors closely watching for a potential short squeeze as the stock rebounds from recent lows. The community is focused on the upcoming earnings report, viewing it as a critical catalyst to validate the company's scaling story and silence skeptics after a period of significant selling pressure.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending as investors react to a major new partnership with SpaceX, which committed to building its future AI infrastructure exclusively on Nvidia's Vera Rubin architecture. The community is actively debating the stock's valuation, with bulls highlighting the chipmaker's continued dominance in the AI ecosystem while bears remain skeptical of sustainability, all as market participants watch for potential capital rotation from other semiconductor names.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group is trending due to significant anticipation surrounding the upcoming FDA decision on its melanoma therapeutic following a 10-3 favorable advisory committee vote. Community members are actively debating the potential for an accelerated approval versus another complete response letter, while monitoring for a possible trading halt as the PDUFA date approaches.

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 trending as investors weigh strong demand for the Wegovy pill against pipeline setbacks and intensifying competition from Eli Lilly. The community is actively debating the company's long-term growth potential in the GLP-1 market while navigating recent volatility and legal developments.

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ETF Opportunities Trust - TappAlpha Innovation 100 Growth & Daily Income 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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