SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The SPDR S&P 500 ETF (SPY) is trending as futures rally amid ongoing, conflicting reports regarding a potential peace deal between the U.S. and Iran. Community discussion is heavily divided, with bulls pointing to the bullish price action and potential cooling of inflation as a major catalyst, while bears express skepticism over the validity of deal-related headlines and warn of extreme market euphoria.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corp is seeing significant momentum as investors pivot toward the space infrastructure sector, fueled by defense contract wins and anticipation surrounding the upcoming SpaceX IPO. Community sentiment is largely bullish, with many participants actively discussing the stock's potential for a long-term re-rating as they draw comparisons to other high-growth space stocks.

Momentus, Inc. engages in the provision of in-space infrastructure services. It offers space transportation and in-orbit servicing. The company was founded by Mikhail Kokorich in 2017 and is headquartered in Santa Jose, CA.

Momentus Inc - Ordinary Shares - Class A

Momentus Inc. is trending as investors aggressively position themselves ahead of the upcoming SpaceX IPO, viewing the company as a high-leverage "space-tug" infrastructure play with a low market cap. The community is heavily focused on the company's recent debt retirement, insider accumulation, and critical orbital successes, with active discussions centering on the potential for a short squeeze due to limited float.

Ferrari NV is a holding company, which engages in the design, engineering, production, and sale of luxury sports cars. The firm's models include the F12Berlinetta, 488GTB, 488 Spider, 458 Speciale, California T, the LaFerrari Hybrid, LaFerrari, and the FF four-wheel drive. It participates in car racing such as Formula One. The company was founded by Enzo Anselmo Ferrari in 1939 and is headquartered in Maranello, Italy.

Ferrari N.V.

Ferrari is currently trending as investors weigh its upcoming product strategy and capital market announcements against broader luxury sector headwinds. The community remains focused on the company's long-term brand power and margin stability, while closely monitoring the stock's recent volatility and technical support levels.

Spacecoin is a satellite-based decentralized internet network that aims to provide reliable, permissionless connectivity across the globe. It is building a constellation of blockchain-enabled small satellites in low-Earth orbit to transmit data back to the Earth without heavily relying on traditional internet infrastructure such as cell towers and fiber-optic cables. The goal is to provide a reliable lifeline connection for the 2.6 billion people globally who have never connected to the Internet and an additional 3.5 billion who live with restricted access.  Spacecoin plans to offer services in its target countries of Nigeria, Indonesia, and India for as low as $1-2 per month per user. The network works as an open system where anyone can add satellites. The first satellite launched in December 2024, with three more planned for October 2025.

Spacelens

Community interest in SPACE is surging as investors closely track news regarding a potential SpaceX IPO and its impact on the broader orbital supply chain and DePIN sector. Enthusiasts are actively debating the potential for long-term space-based data infrastructure while simultaneously positioning themselves in partner stocks and speculative tokens ahead of expected market shifts.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP 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 SpaceMobile is trending as investors react to positive regulatory progress in Brazil and the upcoming launch of three BlueBird satellites, fueling momentum ahead of a broader space sector focus. Community sentiment remains highly bullish, centered on the company's direct-to-smartphone technology and partnerships with major mobile network operators as key catalysts for future growth.

The mission of the Worldcoin project is to build the world’s largest identity and financial network as a public utility, giving ownership to everyone. A key component of the Worldcoin project is the development of the foundational infrastructure that will be important for a world where AI plays an increasingly large role.  The Worldcoin system revolves around World ID, a privacy-preserving global identity network. World ID enables users to verify their humanness online while maintaining their privacy through zero-knowledge proofs.  Using World ID, individuals will be able to prove that they are a real, unique human to any platform that integrates with the protocol, including to web3 systems, social networking sites, and governmental programs. This will enable fair airdrops or token/NFT sales, provide protection against bots/sybil attacks on social media, and enable the fairer distribution of limited governmental resources. Furthermore, World ID can also enable global democratic processes and novel forms of governance (e.g., via quadratic voting), and it may eventually show a path to AI-funded UBI. The Worldcoin token (WLD), alongside World ID, will let users participate in governing the Worldcoin protocol.   To engage with the Worldcoin protocol, individuals must first download a first wallet app that supports the creation of a World ID. Users visit a physical imaging device called the Orb to get their World ID Orb-verified. Orbs are operated by a network of independent local businesses called Orb Operators. The Orb uses multispectral sensors to verify humanness and uniqueness to issue an Orb-verified World ID, with all images being promptly deleted on-device per default (absent explicit consent to Data Custody). All Orb-verified World IDs holders are entitled to claim recurring grants of free WLD tokens, subject to certain availability restrictions. The WLD token is designed as a utility token with governance properties.

Worldcoin

Worldcoin is experiencing intense community debate, fueled by its perceived role as a critical identity layer for AI and recurring rumors regarding its integration with OpenAI and major tech platforms. Investors are closely monitoring the tokens price volatility and the strategic treasury holdings of companies like Eightco, while others remain skeptical, citing concerns over tokenomics and regulatory challenges.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is experiencing a significant surge in trading volume and social sentiment as the community re-evaluates its QNX software as a critical, foundational layer for physical AI and robotics rather than a legacy telecommunications asset. Investors are increasingly optimistic about long-term institutional adoption and the company's role within major AI infrastructure ecosystems, driving strong bullish momentum.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is currently a major focus for investors due to its central role in the AI infrastructure buildout and strong enterprise server demand, further fueled by strategic partnerships with Nvidia and recent endorsements from high-profile political figures. The community is actively debating the stock's valuation following a rapid rally, while monitoring institutional flows and upcoming quarterly results as key indicators for its next leg.

T1 Energy, Inc. engages in developing battery solutions. It focuses on energy storage systems and commercial mobility. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy is experiencing extreme volatility driven by a major institutional stake disclosure from Leopold Aschenbrenner's fund, which triggered a massive rally and short-squeeze chatter. While the community is debating whether this is a legitimate long-term infrastructure play or a speculative momentum pump, bullish sentiment remains high as traders look for the next leg up toward double digits.

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$NBIS I just found out about this company and I have to admit I&#39;m amazed! The current projected growth takes into consideration the 2 deals with the hyperscalers, but is it possible to add a 3rd one in the next 1-2-3 years? Has anybody heard anything?

Jasper J.

Ra's al Ghul

StockTwits Web

Nebius Group N.V. 

 I just found out about this company and I have to admit I'm amazed! The current projected growth takes into consideration the 2 deals with the hyperscalers, but is it possible to add a 3rd one in the next 1-2-3 years? Has anybody heard anything?

delqka

@Delski 

Bro I think you clearly underestimate nebius potential. 
It will not be 1 major deal in next 3 years….but many

Bill Brasky

Professor S

StockTwits for iOS

 

Bro I think you clearly underestimate nebius potential. 
It will not be 1 major deal in next 3 years….but many

investis

I don&#39;t see another deal being very likely. I think both hyperscaler contracts were unique and each one serves its own purpose. In the long-run, Nebius will compete against those companies. But for now, Nebius is helping them fill gaps while offering good enough terms to get paid 40% up-front. These deals are stepping-stones that facilitate full build-out. Enterprise customers of different sizes along with independent developers will provide higher margins and are the bread-and-butter. Another deal will be another surprise jackpot

I don't see another deal being very likely. I think both hyperscaler contracts were unique and each one serves its own purpose. In the long-run, Nebius will compete against those companies. But for now, Nebius is helping them fill gaps while offering good enough terms to get paid 40% up-front. These deals are stepping-stones that facilitate full build-out. Enterprise customers of different sizes along with independent developers will provide higher margins and are the bread-and-butter. Another deal will be another surprise jackpot

Kernel Bomb

@Delski Anthropic deal may be next . Depends on new data center build and capacity availability. Anthropic is looking in Europe and NBIS has a good chance

 Anthropic deal may be next . Depends on new data center build and capacity availability. Anthropic is looking in Europe and NBIS has a good chance

Rob55

@Delski I would think google, amazon, or anthropic but their main focus has always been enterprise customers. They have openly stated they are not targeting hyperscalers but are using these deals for the buildout which is incredibly smart longterm. Not only do they generate much higher margins off enterprise customers, but longterm these hyperscalers are going to not sub out computing power as much when they get their own datacenters. This is bearish for the majority of companies renting gpu&#39;s so Nebius is already planning 6+ years in the future and way ahead of the game.

 I would think google, amazon, or anthropic but their main focus has always been enterprise customers. They have openly stated they are not targeting hyperscalers but are using these deals for the buildout which is incredibly smart longterm. Not only do they generate much higher margins off enterprise customers, but longterm these hyperscalers are going to not sub out computing power as much when they get their own datacenters. This is bearish for the majority of companies renting gpu's so Nebius is already planning 6+ years in the future and way ahead of the game.

@Delski hyperscaler deals? $NBIS is becoming a HS

Cheese

Graig

@Delski because there is a supply bottleneck, you may see the hyperscalers spreading their need around rather than focusing on huge deals with execution risk.  I imagine we may see more deals but likely not blockbuster deals.  All good though.

 because there is a supply bottleneck, you may see the hyperscalers spreading their need around rather than focusing on huge deals with execution risk.  I imagine we may see more deals but likely not blockbuster deals.  All good though.