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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 currently trending due to intense volatility following its first quarterly earnings report as a public company, which featured strong revenue growth alongside heavy AI infrastructure spending. Community sentiment is deeply polarized as investors weigh long-term growth potential against concerns over imminent insider share lock-up expirations and the massive cash burn required for Starship and AI projects.

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 selling pressure as investors react to a surge in capital expenditures, despite the company delivering a strong earnings beat and raising guidance. The community is sharply divided, with bulls pointing to robust data center growth and multi-year AI tailwinds, while bears argue the stock's high valuation is unsustainable following its recent run-up.

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 capturing significant market attention following an exclusive AI satellite computing partnership with SpaceX, while investors closely monitor the broader rotation from AMD into NVIDIA ahead of earnings. Community discussion remains polarized, with many traders viewing NVIDIA as the primary beneficiary of accelerating AI infrastructure demand, even as some express frustration over persistent short-term price volatility.

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 weigh an impressive string of revenue growth and free cash flow acceleration against ongoing short-term stock volatility. The community is actively debating the company's long-term potential following recent strategic partnerships and a focus on AI-driven platform expansion, with many investors maintaining high conviction despite recent downward price pressure.

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 & Security Solutions is trending following a series of high-value government contract awards for hypersonic and space programs, which has triggered active community discussion regarding the company's long-term backlog growth despite recent stock price volatility. Investors are currently weighing these fundamental catalysts against ongoing concerns regarding operating expenses and supply chain constraints, with many monitoring the stock for a potential reversal.

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 strengthened turnaround narrative, fueled by rising revenue guidance and increased institutional interest ahead of upcoming earnings. The community is actively discussing the stock's potential for a broader re-rating, pointing to successful AI integration and a more efficient advertising flywheel as key drivers for recent upward momentum.

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 seeing intense community discussion surrounding its recent earnings beat, with investors divided between high-conviction bulls anticipating a potential short squeeze and critics citing ongoing volatility and macro pressures. The conversation is heavily focused on the company's return to GAAP profitability and improved contribution margins as key catalysts for a potential reversal.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T shares are under intense downward pressure as investors weigh rumors of SpaceX's Starlink potentially encroaching on the broadband and mobile markets. While the community is actively debating the viability of satellite competition versus the reliability of AT&T's fiber infrastructure, many investors are focused on the stock's significant dividend yield and potential value at these multi-year lows.

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 react to a standout quarterly earnings report that crushed revenue and profit expectations, signaling strong, sustained demand for its AI-focused networking infrastructure. While some traders are locking in profits following the stock's significant after-hours jump, the broader community remains bullish on its long-term growth as a key beneficiary of hyperscaler AI buildouts.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul Cahill Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is trending following a strong quarterly earnings report that beat revenue and user growth expectations, driven by AI-powered advertising success and improved monetization. While some investors are concerned by slower forward growth forecasts, the community remains actively focused on Pinterest's long-term potential as an AI-driven commerce platform, bolstered by recent analyst upgrades and ongoing share buyback programs.

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Neutral Sentiment

Hold rates steady

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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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