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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs rally is drawing attention after bullish analyst commentary highlighted its growth prospects in AI computing, Starlink and Starship, alongside reports about launch-fueling infrastructure; some traders also cite potential AI-computing deals, though those claims are not consistently confirmed. The community is split between momentum and short-squeeze enthusiasm and concerns about stretched valuation, upcoming share unlocks and a possible pullback.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlist and Micron announced patent-license and settlement agreements that resolve their pending legal proceedings, prompting an enthusiastic reaction from traders who view the deal as validation of Netlists memory patents and a possible boost to negotiations with other chipmakers. Discussion also centers on the agreements long-term value and whether SK hynix or other companies may follow.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals planned first international AI data-center campus in Finland, with access to up to 1 GW of potential power and talks underway with hyperscalers, is driving attention ahead of earnings. Many traders view the expansion as a bullish growth signal, while others question its financing and worry the announcement could be overshadowed by earnings; frustration over the stocks muted, volatile price action is also prominent.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

A suspected Russian pneumonic-plague case has fueled vaccine-stock speculation, with NVAX traders discussing possible government funding despite Novavax having no plague vaccine and the outbreaks risk remaining uncertain. Many also point to short-squeeze dynamics, while others argue the move may be supported by Sanofis Nuvaxovid rollout rather than the outbreak alone.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas better-than-expected Q3 deliveries are fueling a rebound, with traders also discussing speculative SpaceX-merger buzz and the companys AI and robotics ambitions. Bullish momentum and options activity are meeting pushback over valuation and the risk of a pullback.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Runs five-year AI cloud compute agreement with a sovereign AI company is the main catalyst, drawing optimism that the company is adding customer contracts and building momentum. Traders also note that infrastructure acceptance is expected to begin in 2027, tempering the excitement amid ongoing concerns about execution and volatile price action.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Google and Constellations long-term nuclear power partnership, including support for new generating capacity, is driving attention. Traders see it as evidence that AI data-center demand is boosting the value of reliable power and applaud the big-tech contract, while some question whether good news will lead to lasting share gains.

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

A U.S.-Japan statement backing ASTs Rakuten satellite-infrastructure cooperation and a completed TELUS network integration test have fueled optimism about direct-to-phone service. Traders are also focused on launch delays and weak share performance, with concerns about execution tempering the bullish reaction.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Shareholder approval of Evernorths merger with Armada, positioning it to debut as an XRP-treasury company holding roughly 473 million XRP, has fueled speculative momentum and low-float squeeze chatter. Traders are divided between optimism about XRP exposure and warrant potential and concerns that the sharp run-up exceeds the underlying asset value, with profit-taking adding to volatility.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan is drawing attention amid a broad pullback in large-bank stocks, with traders pointing to rising yields and a flattening yield curve as potential pressure on net interest margins, alongside wider concerns about the financial sector. Some see the decline as an oversold buying opportunity, while others remain wary of further weakness and the upcoming earnings report.

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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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