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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

SPCX is seeing extreme volatility as investors brace for a massive lock-up expiration, with nearly a billion insider shares becoming eligible for sale. The community is sharply divided between bulls betting on a long-term AI-driven rally and bears anticipating a sustained sell-off as the float expands.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending following a strong quarterly earnings report that featured record revenue, improved margins, and raised full-year guidance. The community is actively discussing the potential for a significant short squeeze due to high short interest, with many investors anticipating strong upward momentum as shorts move to cover their positions.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending due to the completion of its SkyWater Technology acquisition, which investors view as a key strategic move to vertically integrate hardware manufacturing and scale production capabilities. The community is actively debating the impact of potential share dilution versus the long-term competitive advantage this integration provides ahead of the upcoming earnings report.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing significant volatility and renewed investor attention, fueled by its aggressive expansion in AI cloud infrastructure and new large-scale federal partnerships. While the community is sharply divided between those betting on a major short squeeze and those concerned about the company's long-term debt burden and valuation, bullish sentiment has surged following positive momentum from peer AI leaders.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius is trending as investors aggressively position themselves ahead of the upcoming earnings report, with the community sharply divided between those expecting a massive short squeeze driven by record growth and those skeptical of margin pressures. Bullish sentiment is heavily focused on the brand's rapid expansion and Alani Nu's performance, while shorts and bears remain fixated on distribution challenges and potential downside risks.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin shares plummeted following mixed second-quarter results and guidance that fell short of aggressive investor expectations, sparking an intense debate among community members over whether the stock is a deep-value opportunity or fundamentally overpriced. While many investors are actively buying the dip to capitalize on what they perceive as an overreaction, skeptics are highlighting concerns regarding slowing growth and the potential for multiple compression in an increasingly competitive AI-advertising landscape.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is experiencing significant market interest driven by its dominant performance in the GLP-1 weight-loss drug market, fueled by record-setting revenue growth from Mounjaro and Zepbound. The community is actively discussing the company's aggressive pipeline expansion, including the potential for oral alternatives and the strategic acquisition of biotech assets, while investors weigh its massive scale against the competitive dynamics of the pharmaceutical sector.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is gaining traction after a major institutional stake disclosure, with investors eagerly anticipating earnings and watching for momentum builds in the defense-tech sector. The community is actively debating the stock's valuation relative to its massive contract backlog and strategic role in space infrastructure, with many looking for a catalyst to drive a potential short squeeze.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending as investors weigh strong commercial bookings and potential long-term growth against concerns over earnings visibility and sector-wide volatility. The community remains divided, with bulls highlighting the company's enterprise pipeline and technical milestones, while bears point to persistent net losses and significant downward pressure on the stock.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing significant volatility and heavy short interest as investors weigh its aggressive revenue growth and AI-driven expansion against concerns over margin compression and an impending lock-up expiration. The community is actively debating the stock's future, with many traders looking for a major price rebound ahead of upcoming earnings while others caution that the software sector is facing broader pressure.

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PSX Q2 Earnings & Revenues Beat Estimates on Strong Refining Margins

Phillips 66's Q2 earnings surge on wider refining margins, while record midstream volumes and stronger chemicals results boost profits.

SUN Q2 Earnings Miss Estimates on Higher Costs, Revenues Beat

Sunoco's Q2 2026 revenues and EBITDA rise y/y on acquisitions, higher fuel volumes and margins. SUN raises its 2026 guidance.

MPLX Q2 Earnings & Revenues Beat Estimates on Gas & NGL Volume Growth

MPLX's Q2 earnings and revenues beat estimates as higher gathering and fractionation volumes lift EBITDA, while new projects support growth.

Earnings Estimates Moving Higher for Cactus (WHD): Time to Buy?

Cactus, Inc. (WHD) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Cactus, Inc. (WHD) Is Up 17.94% in One Week: What You Should Know 

Does Cactus, Inc. (WHD) have what it takes to be a top stock pick for momentum investors? Let's find out.

Insider Transaction: Joel Bender Sells $5.00M Worth Of Cactus Shares

It was reported on August 3, that Joel Bender, President at Cactus (NYSE:WHD) executed a significant insider sell, according to an SEC filing.
What Happened: Bender's recent Form 4 filing with the U.S. Securitiesread more...

Cactus Chairman and CEO Trades $5.00M In Company Stock

Disclosed on August 3, Scott Bender, Chairman and CEO at Cactus (NYSE:WHD), executed a substantial insider sell as per the latest SEC filing.
What Happened: A Form 4 filing from the U.S. Securities and Exchangeread more...

VNOM Q2 Earnings Beat Estimates on Higher Output & Realized Prices

Viper's Q2 earnings surpass estimates as higher production and realized oil prices drive strong growth and lift its 2026 outlook.

BP Q2 Earnings Beat Estimates on Strong Refining Margins & Pricing

BP posts a strong Q2 earnings surpass estimates as higher refining margins, hydrocarbon realizations and trading lift earnings and cash flow.

Enbridge Q2 Earnings Beat Estimates on Pipeline & Utility Strength

ENB's second-quarter 2026 earnings and revenues surpass estimates as strong utilization across its four businesses drives higher EBITDA and cash flow.

Cactus, Inc. is a holding company, which engages in the design, manufacture, sale and rental of engineered pressure control and spoolable pipe technologies. It operates through Pressure Control and Spoolable Technologies segments. The Pressure Control segment designs, manufactures, sells and rents a range of wellhead and pressure control equipment under the Cactus Wellhead brand. The Spoolable Technologies segment designs, manufactures, and sells spoolable pipe and associated end fittings under the FlexSteel brand. The company was founded in August 2011 and is headquartered in Houston, TX.

Cactus Inc - Ordinary Shares - Class A

Bullish 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.75	--	--	N/A
Q2 '26	$0.64	$0.93	45.94%	BEAT
Q1 '26	$0.62	$0.70	13.36%	BEAT
Q4 '25	$0.58	$0.65	11.92%	BEAT
Q3 '25	$0.57	$0.67	17.50%	BEAT

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