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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as retail investors speculate on potential global expansion news, following previous comments by leadership regarding developments in July. While community sentiment is split between anticipation of major partnerships and frustration over the stock's recent volatility, the broader discussion is focused on the company's progress with its Anktiva therapy and upcoming quarterly earnings.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SPCX is facing intense downward pressure and high volatility as investors weigh successful recent launch milestones against massive upcoming share lockup expirations and broader skepticism over valuation. The community remains deeply divided, with bulls pointing to long-term innovation potential and potential short squeeze scenarios, while bears highlight heavy short interest, earnings uncertainty, and fears of significant supply dilution.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is facing significant downward pressure as investors express skepticism toward its aggressive AI infrastructure spending, heavy debt load, and the financial stability of its key partnerships. While bulls point to robust enterprise demand and potential government-backed tailwinds, the community is deeply divided, with many debating whether the stock is a deep-value opportunity or approaching further capitulation.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

The biotech sector is experiencing a surge in institutional capital rotation as investors pivot toward undervalued healthcare and immunotherapy plays, with the SPDR S&P Biotech ETF (XBI) rallying toward new highs. Community discussion is heavily focused on the potential for massive short squeezes in highly volatile names like SLS, alongside excitement regarding incoming Phase 3 trial data and the broader potential for increased M&A activity.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending as traders debate the impact of its expansion into prediction markets, tokenized assets, and new AI-integrated account features ahead of upcoming earnings. While some investors are bullish on the platform's long-term growth and high-beta volatility, others are focused on recent pullbacks and market skepticism regarding its competitive positioning against other fintech platforms.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as investors weigh heightened geopolitical tensions and new export restrictions from China against the stock's role as a critical, government-backed player in the domestic rare earth supply chain. While some community members express frustration over recent volatility and price declines, others remain bullish on the long-term thesis, citing the company's strategic alignment with U.S. national security and its push toward full vertical integration.

GraniteShares ETF Trust - GraniteShares 2x Long MU Daily ETF

GraniteShares 2x Long MU Daily ETF

MULL is seeing intense investor activity driven by leveraged bets on the memory chip sector, with the community actively debating whether to scale into positions or manage risk during volatile price swings. Discussions highlight a heavy focus on the underlying trend in semiconductor demand and the mechanics of holding leveraged ETFs as traders watch for key levels and potential future price targets.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors digest strong delivery momentum and increasing production output ahead of the upcoming earnings report, with the community actively debating whether current institutional confidence and record order backlogs will finally drive a sustained breakout above key technical resistance levels.

ProShares Trust II - ProShares Ultra Bloomberg Crude Oil 2x Shares

ProShares Ultra Bloomberg Crude Oil

ProShares Ultra Bloomberg Crude Oil is experiencing high volatility as market sentiment fluctuates between persistent geopolitical risks in the Middle East and ongoing speculation regarding potential ceasefire developments. The community is actively debating the impact of these regional tensions on oil supply chains while closely monitoring whether the fund's daily leverage mechanics are accurately reflecting the rapid shifts in crude pricing.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Singapore.

Seagate Technology Holdings Plc

Seagate Technology is experiencing significant market interest driven by an ongoing storage supply bottleneck and anticipated earnings performance. Community sentiment remains polarized, with bulls highlighting the company's role in the AI data center infrastructure cycle, while bearish discourse focuses on high valuations and potential risks associated with historical regulatory settlements.

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$ASTS $RKLB $AMZN  $META 
Most people think SpaceX&#39;s $1.75 trillion valuation is about rockets, but the real engine driving the largest IPO in history is Starlink

This article nails it....SpaceX valuation is Primarily based on Starlink. So what does that say about ASTS SpaceMobile?

The trillion dollars sitting underneath that valuation isn’t being built by rockets. It’s being built by a satellite internet service....that isn’t a rocket-company side project anymore. That’s one of the most profitable infrastructure businesses on the planet.

Analysts at ARK Invest, which holds SpaceX as the largest position in its venture fund, estimate the total satellite connectivity market at roughly $160 billion annually at scale.....

https://spacedaily.com/b-most-people-think-spacexs-1-75-trillion-valuation-is-about-rockets-but-the-real-engine-driving-the-largest-ipo-in-history-is-starlink-the-satellite-internet-network-that-didnt-exist-a-de/

StockMarket Enthusiast

Matthew

Nick

chels

William Sisk

When most people picture SpaceX, they picture a rocket. The booster landing itself on a barge. The Starship test flight. The Elon Musk press conference about Mars. Decades of news coverage have made the rockets the headline, and the headline is genuinely amazing - SpaceX now handles more than 80% of global rocket launches and [...]

Space Daily

Most people think SpaceX's $1.75 trillion valuation is about rockets, but the real engine driving the largest IPO in history is Starlink - the satellite internet network that didn't exist a decade ago and now has more subscribers than the entire popula...

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AST SpaceMobile Inc

Rocket Lab USA Inc

Amazon.com Inc

Meta Platforms Inc

 
Most people think SpaceX's $1.75 trillion valuation is about rockets, but the real engine driving the largest IPO in history is Starlink

This article nails it....SpaceX valuation is Primarily based on Starlink. So what does that say about ASTS SpaceMobile?

The trillion dollars sitting underneath that valuation isn’t being built by rockets. It’s being built by a satellite internet service....that isn’t a rocket-company side project anymore. That’s one of the most profitable infrastructure businesses on the planet.

Analysts at ARK Invest, which holds SpaceX as the largest position in its venture fund, estimate the total satellite connectivity market at roughly $160 billion annually at scale.....



🅰️STS.RKLB.IONQ.SNDK.

@DooScooby7 it tells me they are not vertically integrated and carry massive risk with every launch…….unlike SpaceX and RKLB

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 it tells me they are not vertically integrated and carry massive risk with every launch…….unlike SpaceX and RKLB

Ryan

@DooScooby7 Love it. The bullish angle on Starlink is the entire population of... Sweden.

ASTS.RKLB.IONQ.SNDK.

StockTwits Web

 Love it. The bullish angle on Starlink is the entire population of... Sweden.

Ron Swanson

@DooScooby7 Exactly what I said a few months ago, but I think people thought I was full of shit. Starlink has 9 million subscribers worldwide. We have a customer pool of over 3 billion. Even if we had 100 million customers, that would match starlink easily. Starlink subscribers are expected to increase but who&#39;s gonna wanna do that when they&#39;re phone or tablet will work anywhere. Internet has been crap out here in Asia, so I&#39;ve been tethering my phone for wifi for my laptop.

Pete

 Exactly what I said a few months ago, but I think people thought I was full of shit. Starlink has 9 million subscribers worldwide. We have a customer pool of over 3 billion. Even if we had 100 million customers, that would match starlink easily. Starlink subscribers are expected to increase but who's gonna wanna do that when they're phone or tablet will work anywhere. Internet has been crap out here in Asia, so I've been tethering my phone for wifi for my laptop.

Paul R

@ApeBearPig 

They design, manufacture, commission and operate.....the only chain break is launch. There is a growing amount of reliable providers to do that service. Once the constellation is up....their reliance on a 3rd party is minimal.

 

They design, manufacture, commission and operate.....the only chain break is launch. There is a growing amount of reliable providers to do that service. Once the constellation is up....their reliance on a 3rd party is minimal.

@DooScooby7 
That just is not true. Cancellations need replenishment, almost continually once they are up and running. And there are currently 3 reliable launch providers, and 2 of those are either direct competitors, or spoken for because of blue origin. There is far more competition in their sector, than the launch services sector. And the launch services sector, has their hands in ASTS’s pie. Good luck.

 
That just is not true. Cancellations need replenishment, almost continually once they are up and running. And there are currently 3 reliable launch providers, and 2 of those are either direct competitors, or spoken for because of blue origin. There is far more competition in their sector, than the launch services sector. And the launch services sector, has their hands in ASTS’s pie. Good luck.

@ApeBearPig 
Cancellations need replenishment....what does that mean? U r clearly not from an engineering background. Of course they will have to replace satellites within the constellation. Satellites have a lifespan and will be sent into space or burned up in the atmosphere. 

AST SpaceMobile has multi-launch agreements with three primary launch providers to carry its next-generation Block 2 BlueBird constellation into low Earth orbit . SpaceX,  Blue Origin and ISRO.

SpaceX launched the initial five Block 1 BlueBird satellites (BlueBird 1–5) simultaneously in September 2024.

SpaceX Falcon 9 in mid june, will carry BB8,9 and 10. 

ISRO - Indian Indian Space Research Organisation carried BB2-6. 

U then have ULA Vulcan that can take 5 BB2s but ASTS do not have a launch contract with them.

 
Cancellations need replenishment....what does that mean? U r clearly not from an engineering background. Of course they will have to replace satellites within the constellation. Satellites have a lifespan and will be sent into space or burned up in the atmosphere. 

AST SpaceMobile has multi-launch agreements with three primary launch providers to carry its next-generation Block 2 BlueBird constellation into low Earth orbit . SpaceX,  Blue Origin and ISRO.

SpaceX launched the initial five Block 1 BlueBird satellites (BlueBird 1–5) simultaneously in September 2024.

SpaceX Falcon 9 in mid june, will carry BB8,9 and 10. 

ISRO - Indian Indian Space Research Organisation carried BB2-6. 

U then have ULA Vulcan that can take 5 BB2s but ASTS do not have a launch contract with them.

@DooScooby7 Once commercial revenues actually pick up speed, ASTS may be drastically undervalued if Starlink is able to justify trillion-dollar prices.

 Once commercial revenues actually pick up speed, ASTS may be drastically undervalued if Starlink is able to justify trillion-dollar prices.