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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 as investors debate the sustainability of its massive valuation and aggressive AI infrastructure spending following its first earnings report as a public company. While the stock saw an immediate revenue beat, community sentiment remains sharply divided ahead of a significant insider share unlock, with many traders questioning the company's long-term profitability and aggressive expansion goals.

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 experiencing volatility following a quarterly report that beat expectations but failed to satisfy high valuation-driven demands, leading to a focus on increased capital expenditures and margin pressures. The community is sharply divided, with some investors aggressively buying the dip on long-term AI infrastructure tailwinds while others are liquidating positions amidst concerns over slowing growth relative to competitors and the sustainability of high P/E multiples.

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 community attention following an exclusive partnership announcement with SpaceX, where Elon Musk stated that future AI infrastructure will be built entirely on NVIDIA hardware. Investors are debating the stock's valuation, with many bullishly pointing to strong fundamental growth and chip dominance as a reason to look past market volatility and short-term price fluctuations.

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 streak of consistent beats and raises, alongside optimism surrounding its growing AI-driven enterprise ecosystem and new partnerships with industry leaders. While the stock has faced short-term volatility, the community is actively debating the company's long-term growth quality, FCF expansion, and potential for a re-rating as it scales its high-value customer base.

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 is seeing high investor interest following a series of significant government contract wins and funding awards related to hypersonic and drone technology. While some market participants express frustration over recent price volatility and valuation concerns, the broader community remains focused on the company's expanding backlog and its critical role in modernizing military capabilities.

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 digest a strong fiscal quarter and raised full-year guidance, sparking aggressive community debate over the company's valuation and potential for further gains. Shareholders are actively discussing the stock's recent volatility and the impact of its AI-driven mobile advertising shift, with many looking toward the upcoming earnings cycle as a critical catalyst for a sustained re-rating.

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 is trending due to a blowout second-quarter earnings report that saw revenue and net income surge, signaling a return to GAAP profitability and sparking heated debate over a potential short squeeze. While bulls are celebrating the company's strong origination volume and improved contribution margins, the community remains deeply divided, with many long-term shareholders expressing exhaustion over the stock's historical volatility and persistent bearish pressure.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is experiencing significant volatility and momentum as investors react to a series of bullish analyst upgrades and its inclusion in the Nasdaq-100, which has fueled aggressive price action and high trading volumes. While the community remains divided between those capitalizing on the rapid AI infrastructure growth story and skeptics highlighting extreme valuations, the stock continues to be a focal point for intense institutional and retail attention.

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 as investors digest a blowout quarterly report featuring strong revenue growth and record-high monthly active users, though the stock has faced some volatility as traders weigh this performance against conservative growth guidance. Community sentiment remains polarized, with many users celebrating the company's AI-driven ad monetization and aggressive share buybacks, while others voice frustration over stagnant price action and competitive pressures.

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 seeing significant momentum after delivering record-breaking quarterly revenue and issuing an optimistic outlook that surpassed analyst expectations. The community is actively discussing the company's strong execution in the AI infrastructure space, with many investors focusing on its role as a key beneficiary of the growing hyperscaler capital expenditure cycle.

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Nintendo Co. Ltd - ADR

xserpico82x

@xserpico82x  currency normalization....Japanese yen increased in value relative to USD and the Frank

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  currency normalization....Japanese yen increased in value relative to USD and the Frank

Billy

@diotropic interesting. so...whats your thesis? (bullish/bearish?)

 interesting. so...whats your thesis? (bullish/bearish?)

@xserpico82x bearish until memory prices go down.

@diotropic my thesis: the memory crisis is priced in. and i think hardware sales are just one side of the medal. the other side (my main thesis) is, that we are witnessing a transformation of nintendo into a &quot;disney of asia&quot;. theme parks are full and both mario movies hit (without any effort) the billion mark. imax just reserved space for the upcoming &quot;zelda&quot; movie and if that movie is hitting the nerve, i dont see any reason for more box office hits. imagine a horrormovie in the metroid universe for example. so many iconic ips (like disney) with so much potential and a fan base that spans over generations. it is my firm believe, that nintendo will suceed and that (in the near future) hardware sales are &quot;only&quot; the icing of the cake.

 my thesis: the memory crisis is priced in. and i think hardware sales are just one side of the medal. the other side (my main thesis) is, that we are witnessing a transformation of nintendo into a "disney of asia". theme parks are full and both mario movies hit (without any effort) the billion mark. imax just reserved space for the upcoming "zelda" movie and if that movie is hitting the nerve, i dont see any reason for more box office hits. imagine a horrormovie in the metroid universe for example. so many iconic ips (like disney) with so much potential and a fan base that spans over generations. it is my firm believe, that nintendo will suceed and that (in the near future) hardware sales are "only" the icing of the cake.

@xserpico82x disney owns it&#39;s animation studio, pixar. Nintendo does not own illuminati. It licenses out the mario IP and let&#39;s them make the movie. Nintendo is heavily involved of course, but it isn&#39;t keeping as much of the profit as you would think from the movies. Same with the theme parks, Nintendo is licensing out IP to universal studios. The nintendo switch was sold at a profit and it sold well. The nintendo switch 2 is sold at a loss and not selling as well as the switch. It&#39;s a bad business model that is about to get worse, assuming memory prices keep increasing. Xbox and playstation just announced a second wave of price increases to their consoles this week. The switch 2 was selling 50k a week in japan before the price increase. After the first price increase, its selling less than 30k a week, even during release weeks.

 disney owns it's animation studio, pixar. Nintendo does not own illuminati. It licenses out the mario IP and let's them make the movie. Nintendo is heavily involved of course, but it isn't keeping as much of the profit as you would think from the movies. Same with the theme parks, Nintendo is licensing out IP to universal studios. The nintendo switch was sold at a profit and it sold well. The nintendo switch 2 is sold at a loss and not selling as well as the switch. It's a bad business model that is about to get worse, assuming memory prices keep increasing. Xbox and playstation just announced a second wave of price increases to their consoles this week. The switch 2 was selling 50k a week in japan before the price increase. After the first price increase, its selling less than 30k a week, even during release weeks.

@diotropic well a lot of the &quot;disadvantages &quot; you mentioned i see as advantages: by licensing properties, nintendo avoids massive upfront capital investments (construction costs, operational liabilities etc) and those license deals yield high margin revenue streams. furthermore those things (theme parks, movies) act as direct accelerators for the hardware / software sales.

 well a lot of the "disadvantages " you mentioned i see as advantages: by licensing properties, nintendo avoids massive upfront capital investments (construction costs, operational liabilities etc) and those license deals yield high margin revenue streams. furthermore those things (theme parks, movies) act as direct accelerators for the hardware / software sales.