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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

AST SpaceMobiles Firefly partnership to develop a dedicated rocket has sparked debate over whether greater control of launch capacity will pay off. Bulls see a long-term way to reduce reliance on outside launch providers, while skeptics worry about the development burden, execution risk and potential dilution amid existing satellite launch delays.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings weak Q3 results and sharply reduced outlook have driven attention, with traders focused on heavy Predictions-market investment and its near-term impact on profitability amid competition from Kalshi and Polymarket. The community is split between viewing the spending as a costly strategic mistake and arguing that growing customer activity and the core sportsbook business could support the investment over time.

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 strong Q3 results and Google credit support tied to its Anthropic data-center lease have drawn attention, but the shares are selling off with AI/data-center peers. Traders debate whether political and regulatory uncertainty, financing needs, and project execution risks outweigh the companys earnings and deal progress.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

FLY is drawing attention for its steep slide alongside other space stocks, with traders citing macro and interest-rate worries as well as concerns about cash burn, launch execution, and possible delays. Some see the selloff as an opportunity given Fireflys contractsincluding the ASTS engine agreementwhile others doubt the companys ability to execute and reach profitability.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklos Q3 results and business update are in focus amid a steep share-price decline. Some traders welcomed the report and project progress, while skeptics point to limited commercial revenue, cash burn, dilution and long reactor timelines as reasons the stock remains under pressure.

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

HHSs interim policy easing enforcement around compounding six peptides has put Hims potential Peptides+ business in focus, though traders note the products are not FDA-approved and question how quickly the opportunity can translate into sales. The reaction is mixed: some see a new growth avenue, while others point to the stocks weak response to positive news and its broader selloff, with earnings also on investors minds.

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 quarterly results topped expectations and management raised its revenue-growth outlook, but shares reversed an initial jump and sold off in a sell-the-news reaction. Bulls point to stronger vaccine sales and a possible recovery, while bears question whether the improvement can last given cash burn, debt and the stocks valuation.

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

Attention centers on the pending FDA decision on Capricors deramiocel for Duchenne muscular dystrophy, with traders focused on the HOPE-3 upper-limb data and a letter from 28 trial investigators urging approval. Many expect a favorable decision and discuss short-squeeze potential, while others warn that FDA concerns leave approval uncertain and a rejection remains possible.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflares Q3 results and stronger-than-expected outlook are driving attention, with traders highlighting accelerating revenue growth and the companys raised guidance. The reaction is divided: bulls welcomed the post-earnings surge, while skeptics cite its rich valuation, margin pressure and ongoing losses, and some note broader market weakness weighing on the shares.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistras Q3 results beat expectations, with raised 2026 guidance, new 2027 outlook and additional share-buyback authorization drawing bullish reactions. The discussion also reflects concern about a sharp selloff tied to Texas data-center policy risks and an analyst downgrade, while some traders view the weakness as overdone given expected AI-related power demand.

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Roundhill ETF Trust - Roundhill Memory ETF

Astera Labs Inc

Applied Materials Inc.

Lam Research Corp.

ASML Holding NV

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Super Micro Computer Inc

Dell Technologies Inc

Hewlett Packard Enterprise Co

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