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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

Goldman Sachs Buy upgrade, citing Palantirs sovereign-AI and customized-software opportunities, has helped focus attention on the stocks run toward record highs, with Barclays bullish coverage adding to the discussion. Traders are celebrating the breakout and citing AI-driven growth, while skeptics question the valuation and debate whether to take profits or expect 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 low-band spectrum has sparked concerns that Starlink could intensify competition for AST SpaceMobile, including by shutting ASTS out of spectrum it had pursued, and has fueled a sharp selloff. Traders are divided: bears see a growing competitive threat, while bulls argue ASTSs carrier partnerships and access to operators spectrum could make it a more valuable neutral satellite partner.

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 has revived breakout and short-covering chatter, with traders pointing to reports of possible temporary regulatory discretion for certain previously restricted peptides and Hims potential to sell them. Others remain skeptical, citing the stocks repeated reversals and prolonged range-bound trading.

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 personalized cancer-vaccine results and a planned NIH effort to accelerate cancer vaccines have fueled optimism, alongside Nasdaq-100 inclusion and expected index-fund buying. Traders are split over whether the sharp rally reflects lasting pipeline potential or technical flows and short covering, with many warning about stretched valuation and possible profit-taking.

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

SpaceXs agreement to acquire Grain Managements 800 MHz spectrum portfolio has raised concern that Starlink could eventually compete with established wireless carriers, weighing on T-Mobile shares. Traders are split between viewing the selloff as an overreaction because building a competitive terrestrial network will take substantial time and investment, and seeing the deal as a longer-term competitive threat.

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.

SpaceXs agreement to acquire low-band spectrum has heightened concerns that Starlink Mobile could eventually compete with Verizon and other U.S. wireless carriers, weighing on VZ shares. Traders are split between viewing the selloff as an overreaction given the regulatory, infrastructure and execution hurdles, and seeing the move as a credible long-term competitive threat.

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 a potential long-term challenge to incumbent wireless carriers. Traders are divided between viewing the selloff as an overreaction given the years and infrastructure needed to build a rival network and seeing the move as a credible competitive risk; many are buying the dip for AT&Ts dividend.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXOs slide to fresh lows is being tied to analyst price-target cuts citing a prolonged housing recovery and higher transportation costs, alongside broader weakness in rate-sensitive construction. Traders are split between concerns about acquisition integration, leverage and results, and bullish averaging down on valuation and the long-term roll-up strategy.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure amid a broader selloff in AI data-center and neocloud stocks, with traders pointing to a SemiAnalysis report raising data-center reliability concerns and renewed doubts about AI spending and financing. The community is split between viewing the decline as an oversold buying opportunity and fearing further downside over execution, debt, and possible dilution; some also blame short sellers, without evidence establishing manipulation.

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 strong rally toward recent highs, alongside heavy call-option activity, has fueled speculation about gamma hedging and a possible short squeeze tied to GameStops warrants. Traders are split between expecting further momentum and viewing the move as hype that could fade; no confirmed company announcement dominates the discussion.

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$IGV $MRVL $SMH 

I will be watching the backlogged orders of the larger semi manufacturers to see that demand is still holding up.

I expect demand will be continuing to scale up while bringing additional manufacturing online will be slow.

If the larger players are unable to meet that demand, we likely see a shift to some of the smaller players like $TXN (who coincidentally prints circuit boards on 30MM wafers, allowing them to pivot into memory with minimal effort).

The small fish downstream feed on the wake of the whales, like a remora.

But what do I know? 

What do you think, @DavidSettleCMT?

ChicagoGal

$MRVL gained about 5.8% on a stronger AI outlook. $IGV rose 1.31% while $SMH fell 0.22%; memory dropped 3.49%. Company strength coexisted with sector disagreement. Next test: can semiconductors stabilize while software holds up? What would confirm wider participation?

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Texas Instruments Inc.

 

I will be watching the backlogged orders of the larger semi manufacturers to see that demand is still holding up.

I expect demand will be continuing to scale up while bringing additional manufacturing online will be slow.

If the larger players are unable to meet that demand, we likely see a shift to some of the smaller players like 

 (who coincidentally prints circuit boards on 30MM wafers, allowing them to pivot into memory with minimal effort).

The small fish downstream feed on the wake of the whales, like a remora.

But what do I know? 

What do you think, 