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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Goldman Sachs upgrade to Buy, alongside Barclays bullish coverage, has helped drive Palantir toward record highs as traders focus on sovereign AI and enterprise growth. Bulls are celebrating the breakout and betting on further short covering, while skeptics warn that the valuation is stretched and the rally could reverse.

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

SpaceXs agreement to acquire Grain Managements low-band spectrum has intensified concerns that Starlink could compete more directly with AST SpaceMobile, contributing to a sharp selloff. Traders debate whether the deal weakens ASTSs position or makes its carrier-partner model more valuable; the CEO argues partner carriers have substantial spectrum available, while skeptics remain concerned about competition and execution.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

A sharp rebound has revived hopes for a breakout, with traders pointing to speculation that Hims could gain earlier access to selling certain peptides under a possible temporary regulatory allowance. Bulls see short-covering and momentum building, while skeptics view the move as another speculative pop in a stock that has repeatedly struggled to sustain rallies.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs steep selloff is being discussed amid concerns about AI data-center reliability raised by a SemiAnalysis report, broader doubts about AI infrastructure spending and financing, and uncertainty around OpenAI revenue reports. Traders disagree over whether the decline is an oversold buying opportunity or a sign of execution, debt and dilution risks, with many also criticizing managements lack of communication.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the following business segments: Consumer and Business. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

Verizon shares sold off sharply after SpaceX agreed to acquire low-band spectrum for Starlink Mobile, renewing concerns that it could become a wireless competitor. Traders are split between viewing the move as an overreaction given the years and infrastructure needed to build a rival network and seeing a longer-term threat; many are calling the decline a buying opportunity, often citing Verizons dividend.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

SpaceXs agreement to acquire Grain Managements low-band spectrum portfolio has raised concerns that Starlink could eventually compete with U.S. wireless carriers, contributing to T-Mobiles sharp selloff. Traders are divided between calling the reaction an overreaction given the time and infrastructure needed to build a rival network and seeing the deal as a longer-term competitive threat.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T is under pressure after SpaceXs spectrum acquisition strengthened its plans to expand Starlink Mobile into a wireless carrier, raising concerns about long-term competition. Traders are divided: many call the selloff an overreaction given the infrastructure and time needed to compete, while others see a credible threat to established carriers.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas rally is drawing attention to optimism around its personalized cancer-vaccine program, reinforced by a planned NIH effort to accelerate cancer vaccines and Nasdaq-100 inclusion that traders expect to bring index-fund buying. Bulls are celebrating momentum and short covering, while bears argue the move is stretched and may fade once forced buying ends.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

A strong rally toward a new 52-week high has fueled talk of a technical breakout and a possible options- or warrant-driven squeeze. Bulls are focused on momentum and potential Ryan Cohen activity, while skeptics note there is no confirmed new announcement and warn the hype could fade or be followed by dilution.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

Truists price-target cut, citing a prolonged housing recovery and higher transportation costs, is drawing attention as QXO trades near fresh lows. Traders debate whether housing and interest-rate headwinds, alongside acquisition-integration concerns, justify the selloff or create a buying opportunity; frustration with the decline is widespread, while some investors are averaging down.

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Goldman Sachs stock now negative on the year which means as usual...record bonuses... $GS

Venky Srinivasan

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Goldman Sachs Group, Inc.

Goldman Sachs stock now negative on the year which means as usual...record bonuses... 