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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

Palantirs rally to record levels, alongside bullish analyst upgrades highlighting sovereign AI and customized-software opportunities, is driving attention. Bulls are celebrating the breakout and speculating about a short squeeze, while bears argue the valuation is stretched and warn of a pullback.

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 800 MHz spectrum portfolio has raised fears that it could intensify competition for AST SpaceMobile, contributing to a sharp, high-volume selloff. Traders are divided: some view the deal as a threat, while others argue ASTSs carrier-partner model and access to operators spectrum could become more valuable as SpaceX competes with those 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 being linked to the planned NIH effort to accelerate cancer vaccines, optimism around its personalized cancer-vaccine program with Merck, and Nasdaq-100 inclusion that traders expect to bring index buying. Bulls point to the oncology opportunity and momentum, while skeptics argue that index flows and short coveringnot fundamentalsare driving the move and warn of profit-taking.

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 sharp advance and breakout attempt near the 52-week high has fueled bullish talk of a gamma ramp and potential short squeeze, with traders pointing to call-option activity and warrants. Others caution that no confirmed news catalyst is evident and question whether the rally will hold, citing possible dilution and recurring hype around Ryan Cohen or Roaring Kitty.

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

T-Mobile shares are under pressure after SpaceX agreed to acquire Grain Managements 800 MHz spectrum licenses, raising concerns that Starlink Mobile could eventually compete with established U.S. wireless carriers. Traders are split on whether the selloff overstates a distant threat given the infrastructure and capacity hurdles, with some viewing the drop as a buying opportunity and others warning of future disruption.

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 shares are under pressure after SpaceX agreed to acquire low-band spectrum for Starlink Mobile, raising concerns about future competition from a satellite-and-terrestrial wireless network. Traders are divided between viewing the selloff as an overreaction given the years of infrastructure and regulatory hurdles involved and seeing SpaceX as a meaningful long-term threat; many are treating the decline as a buying opportunity, citing AT&Ts existing network and dividend.

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 through repeatedly cited resistance has fueled breakout and short-covering talk, alongside speculation that U.S. regulators may temporarily allow sales of certain peptidesa potential growth opportunity for Hims. Bulls see further momentum, while skeptics warn the move could fade like prior rallies; no peptide approval is confirmed.

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 MSToronto presentationsespecially a late-breaking Phase 1 azer-cel update in progressive MS, alongside BRIUMVI trial dataare driving attention. Traders see the late-breaking slot as encouraging but not proof of efficacy, while also watching for subcutaneous BRIUMVI results and debating unconfirmed buyout speculation amid volatile trading.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visas breakout to fresh highs is drawing attention, with bullish traders citing strong payment growth and recent quarterly results; others warn the stock may be overbought and flag consumer-spending and alternative-payment-rail risks.

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 licenses, reviving concerns that Starlink Mobile could become a longer-term wireless competitor. Traders are divided over whether the reaction is excessive given the regulatory and infrastructure hurdles ahead or signals a meaningful future threat, with many viewing the decline as a buying opportunity tied to Verizons dividend.

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$TSLA wants to build its own chip fab. The scale is massive — a terawatt of compute a year. 
 
Vertical integration is the bull case. The bear case is CapEx that size wrecks the balance sheet before the first wafer ships. 
 
When you treat silicon as strategy instead of a commodity, you&#39;re either brilliant or overleveraged.

Elon Musk

$TSLA The more compelling bear case is that everything musk says is a lie.

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Robert Lemire

 wants to build its own chip fab. The scale is massive — a terawatt of compute a year. 
 
Vertical integration is the bull case. The bear case is CapEx that size wrecks the balance sheet before the first wafer ships. 
 
When you treat silicon as strategy instead of a commodity, you're either brilliant or overleveraged.