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Space Exploration Technologies Corp. engages in the design, manufacture, and launch of rockets and spacecrafts. It provides satellite communication services. The company was founded by Elon Reeve Musk on March 14, 2002 and is headquartered in Hawthorne, CA.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Investors are actively debating the long-term viability of the SpaceX IPO, with bulls highlighting the company's ambitious infrastructure goals and potential for future index inclusion, while bears warn of extreme overvaluation and persistent cash burn. Community discourse remains polarized between those viewing this as a generational buy and others cautioning against significant downside risk as the initial hype meets real-world fundamentals.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending as investors weigh potential antitrust hurdles, including reports of state-level lawsuits, against the company's efforts to finalize its major acquisition of Warner Bros. Discovery. While some community members remain focused on regulatory timelines and the strategic integration of content, others are actively debating the potential impact on share price and the long-term viability of the combined entity.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the following segments: Platform and Devices. The Platform segment includes the sale of digital advertising and distribution of streaming services. The Devices segment is involved in the sale of streaming players, Roku-made televisions, smart home products and services, audio products, and related accessories. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku shares are experiencing significant volatility and trading volume following reports that the streaming platform is engaged in early-stage buyout discussions with a major media company. While investors are debating the credibility of these rumors and the potential valuation, the community is actively discussing the company's long-term potential in the ad-supported streaming market and the implications of a possible consolidation deal.

Entrepreneurshares Series Trust - ERShares Private-Public Crossover ETF

The ERShares Private-Public Crossover ETF (XOVR) is trending as investors debate its structure and valuation in relation to its significant exposure to SpaceX. While some community members are frustrated by the fund's recent price stagnation despite SpaceX's growth, others view it as an accessible, liquid entry point for pre-IPO space exposure compared to more volatile alternatives.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP 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

AST SpaceMobile is facing heavy volatility and downward pressure as capital rotates into the high-profile SpaceX IPO, creating a liquidity vacuum across the space sector. Despite the selling, community members remain focused on the upcoming launch of new satellites as a critical catalyst to validate long-term growth and spark a recovery.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech 100 is experiencing significant volatility and downward pressure as investors rotate out of the fund to pursue direct exposure to the upcoming SpaceX IPO, which has triggered widespread selling despite the fund's heavy concentration in high-growth private tech assets. The community remains deeply divided, with some investors aggressively adding to positions on the belief that current market prices trade at a steep discount to the fund's true net asset value, while others are frustrated by management's dilution through share offerings and a lack of communication regarding the fund's underlying valuation.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF is capturing attention as investors rotate toward quality-tilted, dividend-growth strategies to balance portfolio volatility. The community remains focused on long-term accumulation, with ongoing discussions emphasizing the fund's role as a core defensive anchor that provides income stability through market cycles.

ROAM Token

The ROAM community is generating significant buzz around the intersection of its decentralized connectivity network, eSIM travel utility, and a new AI-driven creative challenge. Supporters are highlighting the project's real-world infrastructure growth and its transition into an AI-ready ecosystem, while debate continues regarding its marketing strategy and long-term token utility.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

Amkor Technology is trending as the community highlights the stock's role in the critical semiconductor supply chain, specifically through its expanding advanced packaging and testing infrastructure in Arizona. Investors are actively discussing the "Z-Axis Trade," a theme focused on packaging companies that are essential for scaling AI compute, with many noting a broad-based rotation into these manufacturers as they hit new 52-week highs.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is seeing strong community interest as positive clinical data for its subcutaneous Briumvi treatment fuels expectations for a potential buyout. Investors are closely monitoring management's commentary and institutional positioning, with many hopeful that upcoming industry conferences will further validate the stock's long-term growth trajectory.

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Dot-Com Bubble Deja Vu? 'Big Short' Michael Burry's Chart Shows AI Chip Rally Is Within 7% Of 2000 Peak

Equity

In a Substack post from earlier in the day, Burry noted that the Nasdaq-100 has gained 33.4% over the past two months, compared to a 37.3% surge before the March 10, 2000, top.

Chip Stocks Are The Most Overbought Since The Dot Com Bubble, But Markets Are Still Piling In 

The Direxion Daily Semiconductor Bull 3X Shares (SOXL) has attracted a record inflow of more than $1.03 billion on Tuesday, according to The Kobeissi Letter. 

S&P500, Nasdaq Gain Over Tech Stock Optimism As Nvidia Hits Record Highs, Dow Slips — FRVO, F, SLS, CSCO In Focus

Data showed producer prices soared in April, the highest in four years, amid sticky inflation, while investors turned attention to Trump’s China visit.

SPY, QQQ, DIA Slip As Inflation Concerns Hinder AI Rally

U.S. consumer price index rose 3.8% from a year ago, the most since 2023, data out Tuesday showed.

Michael Burry Warns Of A Complete Reversal Of Nasdaq 100: 'Scene Of The Bloody Car Crash, Minutes Before It Happens'

“The Big Short” investor stated in a Substack post that the Nasdaq 100 is currently trading at levels that are too good and too lucky to be real.

Wall Street strategist explains how to navigate an ’AI Bubble’

Investing.com -- The latest Sevens Report on Friday warned that a divergence between AI chipmakers and the broader equity market may be signaling early risks of an “AI bubble,” advising investors to monitor the semiconductor sector for signs of a market peak.

Buy gold, crypto and China, tread carefully on rich U.S. tech: BofA’s Hartnett

Investing.com -- Global equities took in $19.6 billion and bonds added $19.2 billion in the week through July 30, continuing one of the strongest flow years on record, according to Bank of America (BofA).

Semiconductor cos to likely posts earnings beat, says Oppenheimer as it bumps PT

Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth. It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon. Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and  Monolithic Power  Systems Inc (NASDAQ:MPWR).

Tech rally has legs amid rising AI adoption, says UBS

Investing.com -- The rally in tech stocks still has room to run as adoption of AI continues to spread across industries, UBS said citing a sharp rise in enterprise AI usage.

Cantor bullish on analog stocks near-term, but challenges remain through year-end

Investing.com -- Cantor Fitzgerald has turned bullish on analog semiconductor stocks in the near term, pointing to improving cyclical indicators and favorable investor positioning.

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