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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 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

SpaceX is experiencing extreme volatility and a sharp sell-off following its recent IPO, fueled by concerns over high valuation, impending share lockup expirations, and a rumored merger with Tesla. The community is deeply polarized, with many retail investors expressing frustration over being 'bag holders' while bears and active traders discuss aggressive short positions as they anticipate further price discovery.

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

Palantir is currently experiencing heightened volatility as investors debate the impact of potential government contract losses in Europe against strong enterprise AI adoption and solid fundamentals. The community remains deeply divided, with bears emphasizing valuation concerns and technical breakdowns, while bullish investors highlight the company's long-term role as a foundational layer for defense-oriented AI infrastructure.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following the signing of executive orders to accelerate the federal government's quantum computing efforts, with the company emerging as a central beneficiary of the initiative. Community sentiment is mixed as investors weigh the potential for long-term government-backed growth against concerns over technical performance and broader software sector volatility.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as investors aggressively position ahead of its earnings report, fueled by a new strategic partnership with Anthropic and multiple analyst price target hikes. The community is sharply divided between bulls betting on a structural AI memory supercycle and skeptics warning of a bubble, with heavy activity in short-dated options reflecting high anticipation of post-earnings volatility.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is attracting significant community attention as investors position for imminent long-term clinical trial results, which many view as a pivotal catalyst for a potential market re-rating or strategic acquisition. Discussions are currently dominated by the high institutional ownership, anticipation of data readouts for multiple pipeline indications, and the strategic value of the company's asset as a potential best-in-class treatment in the inflammatory skin disease market.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is currently a focal point for intense debate as investors weigh the stock's high dividend yield and activist-driven buyout potential against concerns over declining foot traffic and broader restaurant sector weakness. The community is deeply divided between long-term holders betting on a short squeeze or take-private deal and skeptics worried about the company's fundamental performance and high short interest.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet Inc. Class A is trending as market participants debate the long-term impact of high AI capital expenditures alongside recent departures of key DeepMind talent. The stock is facing significant volatility as investors weigh the company's aggressive infrastructure buildout against concerns over AI monetization and increased competitive pressure.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors digest high-profile departures of key AI research talent, fueling concerns about the company's competitive edge in the intensifying artificial intelligence race. While the community is actively debating the significance of this "brain drain" versus the resilience of Alphabet's core business and long-term valuation, many are using the pullback as a buying opportunity, viewing the decline as a temporary reset rather than a structural failure.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is experiencing significant momentum and investor interest driven by a major $500 million underwritten public offering, which has sparked heated debate within the community regarding potential dilution versus the company's long-term growth potential. While some investors are actively shorting the stock citing historical dilution concerns, others are holding firm, banking on the company's late-stage clinical progress and the broader positive sentiment surrounding the psychedelic therapeutics sector.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. The firm also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment includes products and services sold for applications within the data center, communication networks and commercial and industrial markets in North America and Latin America. The Asia Pacific segment consists of products and services sold for applications within the data center, communication networks and commercial and industrial markets throughout Greater China, Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Westerville, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings is trending as investors aggressively rotate into AI infrastructure plays, specifically targeting data center power and thermal management as key bottlenecks in the AI buildout. The community is actively debating the stock's valuation and momentum, with many viewing it as a critical 'picks-and-shovels' beneficiary of sustained hyperscaler capital expenditure cycles.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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5 stocks I will continue to invest in long term: 
 
$NVDA - AI chips, still the core driver of the entire AI infrastructure cycle 
$SOFI - digital banking, scaling users while improving profitability path 
$IREN - AI data centers, high beta exposure to compute demand 
$HOOD - retail brokerage, benefits from trading activity and market volatility 
$NOK - telecom and networking, long-cycle infrastructure turnaround story 
 
Nothing fancy here, just sticking with names tied to long-term structural themes and letting time do the work. 
 
I’m not trying to predict every move, just staying positioned where the bigger trends are. 
 
Next alert coming soon. If you’re not following with notifications on, you’re likely seeing the move after it already happened.

Shahzad Bakhsh

rump

austin00270

StockTwits Web

SoFi Technologies Inc

IREN Limited

Robinhood Markets Inc

Nokia Corp

5 stocks I will continue to invest in long term: 
 


 - AI chips, still the core driver of the entire AI infrastructure cycle 


 - digital banking, scaling users while improving profitability path 


 - AI data centers, high beta exposure to compute demand 


 - retail brokerage, benefits from trading activity and market volatility 


 - telecom and networking, long-cycle infrastructure turnaround story 
 
Nothing fancy here, just sticking with names tied to long-term structural themes and letting time do the work. 
 
I’m not trying to predict every move, just staying positioned where the bigger trends are. 
 
Next alert coming soon. If you’re not following with notifications on, you’re likely seeing the move after it already happened.