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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

SpaceXs sharp rally is drawing attention amid bullish discussion of Morgan Stanleys positive valuation view, the SpaceXAI-to-SpaceXSI rebrand, and speculation about AI-compute growth and a possible TSMC collaboration. Bulls see expanding AI and space opportunities, while skeptics question the valuation and warn that upcoming share unlocks could add selling pressure.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemons steep selloff is drawing attention amid concerns about weak sales and guidance, slowing demand, and growing competition in athleisure. Traders are split between calling the shares oversold and historically cheap, and warning that fading pricing power and a weakening brand could keep the stock under pressure.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulfs expanded Kentucky Power agreement, which doubles planned Muskie data-campus capacity to 1 GW and brings forward the second phase, is drawing attention as part of its AI/HPC growth push. Reactions are split: some see stronger demand and long-term opportunity, while others focus on the selloff despite the news and worry about buildout costs, dilution, and the time needed for revenue to materialize; the agreement still requires regulatory approval.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

OpenAI CEO Sam Altmans description of Cerebras as a close partner has eased concerns after reports that Nvidia GPUs were being used for OpenAIs latest Ultrafast mode, helping drive a rebound in CBRS shares. Traders are largely celebrating the reassurance, while some caution that it does not confirm Cerebras powers that specific mode and point to insider share unlocks and valuation as ongoing risks.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Shares are under pressure alongside broader restaurant and consumer-discretionary weakness, with traders citing cautious consumer spending and concerns about Chipotles traffic, food quality, service and value. The reaction is divided between dip-buyers and bearish traders who see a weakening business and continued downside; takeover talk remains speculation.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors 24-month HOPE-3 open-label extension data showing slower upper-limb decline in Duchenne muscular dystrophy is driving discussion as the company seeks FDA approval for a narrowed upper-limb indication. Traders are divided over whether the supportive but nonrandomized data will address the FDAs earlier concerns, with bearish analyst commentary and the stocks weak reaction adding to the debate.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWM is drawing attention as higher Treasury yields weigh on rate-sensitive small caps while mega-cap tech holds up, leaving the ETF well behind broader indexes. Traders are debating whether support near the 200-day moving average can spark a rebound, with weaker jobs data and easing rate-hike expectations offering some relief against concerns that elevated borrowing costs will keep small caps under pressure.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

VELO is drawing attention after a sharp selloff amid discussion of CFO James Suvas sudden departure and replacement by an interim CFO. Traders are divided over whether the move is a routine transition or a warning sign, while some attribute the decline partly to weakness in the broader space sector; no clear explanation has been confirmed.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs move to fresh highs is drawing bullish attention amid AI-chip demand and strong momentum, while traders also debate the significance of Musks preliminary Terafab discussions with TSMC as a possible Texas manufacturing opportunity. The talks are not a confirmed deal, and some traders caution that a discussion alone does not establish a partnership.

Vaxcyte, Inc. engages in the development of vaccines for infectious diseases. It focuses on conjugate vaccines and protein-based vaccines developed through the Sutro Biopharma's Xpress CF Platform, a cell-free protein synthesis technology. The company was founded by Grant E. Pickering and Jeff Fairman on November 27, 2013, and is headquartered in San Carlos, CA.

Vaxcyte Inc

Vaxcyte shares surged after VAX-31 met all primary endpoints in the pivotal Phase 3 OPUS-1 trial, with traders highlighting responses versus existing pneumococcal vaccines. The sharp move has prompted profit-taking and short bets alongside bullish reactions, while skeptics note the vaccine is not approved and raise concerns about cash burn and potential dilution.

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$SPY $QQQ $SOXX $DRAM $ARKK  
 
The ISM PMI number will be important and it&#39;ll be released at 8:45 AM CDT.     
 
■ If it&#39;s much higher than 57.0 forecast, bond yields will rally and tech stocks are going to fall.  
■ If it&#39;s lower than 57.0, bond yields should pull back, and tech stocks should rally.

JoeB

The 10Y yield is still trending up and down within the well-defined boundary for the last 6 day.   My prediction is it&#39;ll top out at 5.3% to 5.5%, which is a very attractive level to drive more bond buying.  
 
However, with $4T national debt and competiting AI debt yields, 10Y may hover in 5 to 5.5 level until Iran war ends and oil driven inflation fades.  
 
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The ISM PMI number will be important and it'll be released at 8:45 AM CDT.     
 
■ If it's much higher than 57.0 forecast, bond yields will rally and tech stocks are going to fall.  
■ If it's lower than 57.0, bond yields should pull back, and tech stocks should rally.