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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 heightened volatility following its first public earnings report, which triggered a sell-off as investors reacted to record capital expenditure on AI infrastructure despite an overall revenue beat. The community remains deeply divided, with bears emphasizing the risks of an upcoming insider share lockup expiration and a valuation they perceive as disconnected from current cash flow, while bulls argue that the long-term growth story remains intact.

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 trending due to a sharp after-hours sell-off following quarterly results that beat expectations but failed to satisfy elevated market sentiment, leading investors to scrutinize the company's surging capital expenditures and flat gross margin guidance. The community is actively debating whether this volatility represents a healthy buying opportunity driven by institutional profit-taking or a structural warning sign that the AI hype cycle is becoming overextended.

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 currently surging as the community celebrates the successful launch of three next-generation BlueBird satellites and the potential for a deeper collaboration with Meta to bring WhatsApp connectivity to its satellite network. Investors are expressing strong bullish sentiment, citing the growing constellation, expanded global partnerships, and the strategic importance of the company's independent, direct-to-device infrastructure in a competitive satellite market.

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 experiencing significant volatility and investor debate following the announcement of its record $14.8 billion acquisition of Delivery Hero, a move aimed at consolidating global food delivery and commerce dominance. While some analysts view the expansion as a strategic catalyst for long-term growth and margin improvement, many retail investors remain frustrated by persistent price stagnation and the heavy debt load required to finance the deal.

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 as investors react to blowout Q2 earnings, characterized by exceptional growth in enterprise AI and sovereign demand that has left short sellers facing significant losses. The community is actively debating the sustainability of this rally, with many bulls highlighting the long-term AI thesis while others monitor for profit-taking following such an aggressive one-day move.

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 attention following a robust earnings report where management projected substantial revenue growth for the coming quarter, fueled by the launch of Papzimeos and the implementation of a permanent J-code. Community sentiment is increasingly bullish, with active discussions focusing on high short interest, institutional accumulation, and the potential for a significant squeeze as the company shifts from a development-stage entity to a commercial biotech leader.

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 surging as investors speculate on a major pharmaceutical manufacturing contract and the company's expanding role in critical domestic supply chains. The community is focused on strong operational results, potential government-backed onshoring opportunities, and a technical breakout that has pushed the stock to fresh multi-year highs.

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 investors are closely monitoring the upcoming second-quarter earnings call, while simultaneously analyzing the latest regulatory developments and analyst downgrades. Community discussion centers on the potential impact of the CLARITY Act and the company's recent acquisition of IBM's blockchain patent portfolio on long-term growth and stablecoin adoption.

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 currently experiencing intense volatility and heavy selling pressure as investors weigh significant technical drawdowns against the company's recent long-term capacity agreements with major optical partners. While some community members remain optimistic about the firm's role in the AI-driven photonics supply chain and pending earnings, others are expressing concern over the stock's valuation, geopolitical risks, and the potential for further downside.

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UBS (Irl) Fund Solutions plc - UBS MSCI USA Value UCITS ETF USD dis

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.

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