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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 as investors weigh strong revenue growth against concerns over massive AI capital expenditures and the impending unlock of nearly one billion insider shares. The community remains deeply divided, with some traders rushing to capitalize on short-term price swings and potential dilution, while long-term believers argue that the sell-off offers an attractive entry point for a company they expect to dominate the AI infrastructure and satellite sectors.

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 currently the focus of intense investor attention ahead of its upcoming earnings report, fueled by a 19-quarter 'beat and raise' streak and strategic AI partnerships. While the stock has faced short-term volatility due to data feed errors and broader software sector shifts, the community remains divided between those capitalizing on the dip and those concerned about the company's ability to sustain its momentum and valuation.

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 volatility as investors weigh a strong quarterly earnings beat and record data center growth against concerns over rising capital expenditures and aggressive competition for AI compute leadership. While community sentiment remains divided between long-term bulls highlighting robust AI infrastructure demand and skeptics pointing to high valuations and increased spending, the broader conversation is heavily focused on whether the stock will maintain its momentum or experience a deeper correction following the recent report.

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 rallying significantly as investors capitalize on a re-rating of its ad-tech business, fueled by expectations of strong earnings growth and a strategic pivot toward AI-driven monetization. Community sentiment remains highly optimistic, with traders discussing the stock's potential for further upside as it breaks through key resistance levels, even as bears warn of potential profit-taking.

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 downward pressure as investors react to reports of a potential partnership breakup with Alphabet's Waymo, fueling concerns about the company's long-term competitive position in the autonomous mobility sector. While long-term bulls point to strong cash flow and institutional support as reasons for optimism, the stock continues to struggle with technical weakness and ongoing uncertainty surrounding the future of its robotaxi strategy.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is seeing significant volatility following a strong quarterly earnings report that topped revenue and EPS estimates while providing upbeat guidance. Investors are actively debating the sustainability of this momentum, weighing the company's progress in AI-driven merchant tools against concerns over valuation and broader market sensitivity.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is experiencing heightened volatility and renewed investor attention following the appointment of a new CEO, Alisa Bowen, formerly of Disney+, and the departure of long-time leader David Gandler. The community remains deeply divided, with some investors optimistic that Disneys increased influence will drive profitability, while others express ongoing frustration over historical share dilution and persistent declines.

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 is facing intense volatility as market participants debate its long-term viability, with many pointing to a high short interest and potential for a squeeze despite continued bearish pressure. Investors are hyper-focused on upcoming earnings and the potential for a full banking charter, leading to heavy sentiment splits between those anticipating a major reversal and others frustrated by the stock's persistent price decline.

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 digest a strong earnings report featuring record revenue and an optimistic outlook, fueling active community debate regarding its role in the critical AI networking infrastructure stack. While some shareholders are locking in profits after the surge, many others view the pullback as a buying opportunity, emphasizing the company's long-term consistency and its position as a key beneficiary of hyperscaler data center demand.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is facing heightened volatility and intense community debate as investors weigh the impact of rising competition from prediction markets against the company's upcoming earnings report. The stock remains a focal point for active traders who are fiercely divided, with many debating the sustainability of its growth strategy versus the sector-wide pressures currently weighing on sentiment.

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UPS Announces 30,000 Job Cuts This Year – CEO Calls 2026 An Inflection Year After Amazon Pullback 

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The package delivery giant forecast 2026 revenue of about $89.7 billion, and guided for a non-GAAP adjusted operating margin of 9.6%.

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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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