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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

A bullish Morgan Stanley call and optimism about SpaceXs AI ambitions and upcoming Starship milestones have fueled a sharp rally and short-squeeze chatter. Bulls celebrate the momentum, while skeptics point to stretched valuation, share unlocks and the risk of a pullback.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

A suspected plague outbreak in Russia has fueled a sympathy rally in vaccine stocks, with NVAX traders speculating about government contracts and pandemic-preparedness spending despite Novavax having no plague vaccine. The move has also prompted heavy short-squeeze chatter, while some traders argue the outbreak is an unreliable catalyst and point instead to Novavaxs vaccine partnerships and commercial rollout.

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

Nvidias breakout to fresh record highs, reinforced by bullish analyst commentary and continued optimism about AI-chip demand, is driving attention. Bulls see momentum continuing, while skeptics warn about stretched valuations, resistance, and the risk of a pullback amid elevated bond yields.

Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company was founded by Richard H. Aldrich, Michelle Dipp, Piyush Gupta, Satish Jindal, Eric S. Lander, Robert F. Weinberg, and Christoph H. Westphal on August 4, 2010 and is headquartered in Needham, MA.

Verastem Inc

New RAMP 201 analyses of Verastems avutometinibdefactinib combination in recurrent low-grade serous ovarian cancer are drawing attention, especially findings in KRAS wild-type patients that traders say could broaden the treatment opportunity. The community is debating why the data have not prompted a stronger share-price response while looking ahead to the VS-7375 clinical update across several cancer types.

Barrick Mining Corp. engages in the production and sale of gold, copper, and related activities. It also provides exploration and mining development. It operates through the following business segments: Carlin, Cortez, Turquoise Ridge, Pueblo Viejo, Loulo-Gounkoto, Kibali, Veladero, North Mara, Bulyanhulu, and Other Mines. The company was founded by Peter D. Munk in 1983 and is headquartered in Toronto, Canada.

Barrick Mining Corp.

Barrick Mining Corp

Gold-price optimism is driving attention to Barrick, with traders discussing a possible end to golds pullback and viewing miners as a way to gain exposure to bullion and broader inflation and debt concerns. The tone is broadly bullish, though some traders remain cautious about volatility and Barricks execution and planned North American IPO.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus is drawing attention after a sharp rally that traders link to a stronger Medicare reimbursement outlook for its cancer diagnostics and bullish analyst upgrades. Bulls see short interest adding fuel, while skeptics point to the valuation, insider selling and risk of profit-taking.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Traders are focused on a jury verdict against Joby in a trade-secrets case, with the reported damages raising concern about added costs on top of the companys heavy cash burn and potential future dilution. Bearish posts see the liability as worsening its financing outlook, while some longs argue the company can challenge the ruling and absorb the expense.

Anthropic

Anthropics confidential IPO filing and preparations for a major public listing are driving attention, with traders focused on the offering and ways to gain pre-IPO exposure. The community is split between optimism about Claudes growth and skepticism about the companys valuation, heavy infrastructure spending, and profitability.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonalds prolonged selloff to 52-week lows is driving debate, with traders citing analyst target cuts after Investor Day, weak U.S. traffic and value execution, and consumers balking at high prices. Some see the stock as oversold and a buying opportunity, while others expect further downside amid uncertain demand and a slow turnaround.

OpenAI

OpenAIs reported confidential IPO filing is driving attention, with traders anticipating a major public listing and discussing its potential implications for private-market holdings. Reactions are split between enthusiasm about the IPO and skepticism over valuation, losses, and whether market conditions could delay the listing.

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Charter Communications Inc. - Ordinary Shares - Class A

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