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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 extreme volatility following its first public earnings report, where significant revenue growth and large AI infrastructure investments are clashing with investor concerns regarding valuation and impending insider share lock-up expirations. The community remains deeply divided, with bulls pointing to the company's long-term dominance in space and satellite connectivity, while bears argue the stock is fundamentally overvalued and vulnerable to heavy selling pressure later this week.

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 is experiencing significant after-hours volatility as investors weigh strong revenue growth and raised guidance against concerns over ballooning capital expenditures and high valuation premiums. The community is sharply divided, with bulls pointing to record data center demand as evidence of long-term AI potential while bears argue the stock was priced for perfection and is overdue for a correction.

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 trending as investors react to a new strategic partnership with SpaceX, in which Elon Musk announced that all future SpaceX datacenter builds will exclusively utilize Nvidia's architecture. While the community is actively debating the stock's valuation versus competitors like AMD, many traders are closely tracking major institutional moves and the accelerating multi-year buildout of global AI infrastructure.

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 capturing market attention as investors weigh its 19-quarter streak of earnings beats against broader software sector volatility and recent short-side pressure. The community is heavily debating the company's long-term growth potential through its AI-driven platform and high-profile partnerships, with many bulls advocating for accumulation ahead of earnings while bears highlight valuation concerns and technical chart resistance.

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 volatility and intense community discussion following a series of recent contract wins and defense-sector funding news, with many investors debating whether the stock's pullback represents a value opportunity or a sign of deeper underlying weakness. While bulls emphasize the massive, funded backlog and the company's critical role in next-gen defense technology, bears remain concerned about high valuation multiples and ongoing insider selling pressure.

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 drawing significant attention after reporting strong Q2 results, including a return to GAAP profitability and revenue that surged 42% year-over-year. The community is actively debating the company's long-term potential, with bulls pointing to the bank charter progress and recent funding agreements, while bears remain focused on credit environment risks and the stock's volatile price action.

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 strong quarterly results that surpassed revenue and earnings estimates, fueling excitement around the company's central role in the AI infrastructure and high-speed networking cycle. Community sentiment remains overwhelmingly bullish, with active discussions focusing on the record revenue performance and robust guidance that signal continued growth despite broader market volatility.

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 following strong quarterly results that featured significant revenue growth and raised full-year guidance, fueling community excitement over a potential long-term turnaround. Investors are actively discussing the stock's pivot toward AI-driven advertising and app discovery, with many debating whether recent price action is a sustainable breakout or a setup for further volatility.

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 trading momentum following bullish analyst price target upgrades and inclusion in the Nasdaq-100, which has fueled intense debate over whether the rapid valuation expansion is sustainable or a sign of a speculative bubble. Investors are closely monitoring the stock's high-beta performance and institutional activity as the market weighs strong AI infrastructure demand against concerns regarding customer concentration and premium valuation multiples.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is attracting significant community attention as investors weigh a recent earnings report characterized by strong revenue growth against ongoing volatility from institutional rebalancing and short interest. Traders are actively debating the company's path to profitability and its strategic position within the expanding defense and high-performance drone sectors.

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$ATEN In a market where AI is disrupting jobs, layoffs are rising and growth stocks keep getting hit I’m honestly grateful to have A10 Networks as a part of my portfolio. January just had the worst layoff plans since 2009, and that kind of backdrop matters. Despite that ATEN grew revenue 11% in 2025, posted record results, and returned $86.3M to shareholders through buybacks and dividends. The board just approved another $0.06 quarterly dividend payable March 2, and they still have $53.4M left for repurchases. 
 
What I like is this isn’t AI hype. They are positioned in the AI infrastructure buildout, working with 8 of the top 10 cloud providers, while staying disciplined with capital. EPS is growing faster than revenue, margins are expanding and cash keeps coming back to shareholders. In a choppy market with significant stock declines in growth companies and a weakening jobs picture this is the kind of shareholder friendly execution I’m comfortable owning.  $PANW $NET $FTNT $JNPR

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Juniper Networks Inc

 In a market where AI is disrupting jobs, layoffs are rising and growth stocks keep getting hit I’m honestly grateful to have A10 Networks as a part of my portfolio. January just had the worst layoff plans since 2009, and that kind of backdrop matters. Despite that ATEN grew revenue 11% in 2025, posted record results, and returned $86.3M to shareholders through buybacks and dividends. The board just approved another $0.06 quarterly dividend payable March 2, and they still have $53.4M left for repurchases. 
 
What I like is this isn’t AI hype. They are positioned in the AI infrastructure buildout, working with 8 of the top 10 cloud providers, while staying disciplined with capital. EPS is growing faster than revenue, margins are expanding and cash keeps coming back to shareholders. In a choppy market with significant stock declines in growth companies and a weakening jobs picture this is the kind of shareholder friendly execution I’m comfortable owning.  

BradTovo

@zoey1970 Thanks for sharing $ATEN. I had time to build a decent position ahead of earnings. I liked that on the call it&#39;s clear that the growth outlook is pretty much locked in for 6 months with optionality for upward surprise. I&#39;ll likely DCA here on any dips.

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. I had time to build a decent position ahead of earnings. I liked that on the call it's clear that the growth outlook is pretty much locked in for 6 months with optionality for upward surprise. I'll likely DCA here on any dips.