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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

Better-than-expected quarterly results, an ambitious AI-compute expansion outlook, and analyst upgrades are fueling bullish interest, though traders are questioning whether the growth story justifies the valuation. The rally is being met with profit-taking and concern that an upcoming lockup-share release could add selling pressure; a possible Tesla merger is also discussed but remains uncertain.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives Bitcoin-treasury expansion is driving attention, with traders focused on proceeds from its SATS preferred offering and reported Bitcoin purchases. Bulls welcome the larger treasury and rally, while skeptics warn that preferred dividends and continued share issuance could weigh on common shareholders.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is drawing attention ahead of its earnings report after a prolonged selloff, with traders focused on whether results and guidance can support AI- and memory-related equipment demand. The community is split between dip-buyers anticipating a rebound and cautious traders citing continued downside risk and expensive short-dated options.

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 was founded on June 3, 2024 is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydances distribution of roughly 471 million long-dated warrants has dominated discussion, with the ex-warrant price reset and broker handling fueling confusion and sharp volatility. Some traders view the warrants as offsetting the share-price decline, while others worry about dilution and the heavy debt from the Warner Bros. Discovery deal.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is drawing attention ahead of its quarterly report, with traders focused on AI-spending guidance and whether Muse and other AI investments can deliver returns. Bulls see continued spending and AI momentum as supportive, while bears worry about monetization, margins, and the New Mexico privacy penalty.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD is selling off alongside other Chinese internet stocks as weakness in Hong Kong tech weighs on the sector. Traders are debating whether the unusually heavy volume signals further selling or a potential rebound from support; speculation about a news leak remains unconfirmed.

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

TD Cowens downgrade to Hold, citing weak October sales and a tougher sales-growth outlook ahead of earnings, is weighing on CMG alongside other analyst price-target cuts. Traders debate whether the selloff near a yearly low is a buying opportunity or reflects deeper concerns about slowing traffic and the companys valuation.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

UAL is drawing attention after a sharp rebound despite a slight quarterly earnings miss and weaker profit guidance, with higher fuel costs pressuring margins. Traders are debating whether strong revenue and travel demandand the view that bad news was already priced inexplain the rally, while bears argue the fuel outlook warrants a lower share price.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas move is drawing attention amid discussion of a possible SpaceX merger, after both companies formed committees to explore a combination; no deal or terms are confirmed. Traders debate whether a merger could benefit Tesla shareholders or instead bring dilution and governance risks, while also positioning ahead of Teslas earnings report.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEPs upcoming earnings are the focus, with some traders expecting support from the Pep Boys sale and Icahn Enterprises stake in CVR Energy, while others worry about hedging losses, debt maturities, and whether the distribution is sustainable. The selloff despite strength in CVR Energy has fueled frustration over managements limited communication and speculation about a short squeeze.

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$PLTR 
For those of us that have been here since PLTR was stuck in the low 20s I say GREAT JOB ! When you have spent hours upon hours doing your due diligence you feel rewarded watching this company reach these levels. The hell with the naysayers regarding valuation. We all know the kind of company we have invested in. For all of you delusional bears along with Michael Burry I say good luck. Of course we will have down days just like every other great company. In the long run we will be smiling and laughing at these so called bears who only wish they got involved sooner