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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

SpaceXs agreement to acquire low-band spectrum for Starlink Mobile has intensified concerns that it could become a stronger direct-to-device and mobile-network competitor, weighing on ASTS. Traders are divided over whether the move threatens ASTs carrier-partner model or will push traditional carriers to deepen partnerships with ASTS; execution and satellite-launch delays are also recurring concerns.

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 800 MHz spectrum has renewed concerns that Starlink Mobile could eventually compete with Verizon and other major carriers, though the deal still requires FCC approval. Traders are divided: some see a long-term competitive threat, while others view the selloff as an overreaction given the rollouts challenges and Verizons established network.

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

SpaceXs spectrum acquisition and plans to expand Starlink into a mobile carrier have raised concerns about competition for AT&T and other wireless providers. Traders disagree on how serious the threat issome expect a long, difficult rollout and view the selloff as overdone, while others see Starlink as a potential challenge to legacy carriers.

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 a nationwide 800 MHz spectrum portfoliopreviously owned by T-Mobilehas revived concerns that Starlink Mobile could compete with established U.S. carriers and pressured telecom shares. Traders disagree on the threats significance: some see the selloff as an overreaction given the services long rollout timeline and T-Mobiles network and pricing advantages, while others view the move as a potential competitive challenge.

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 the 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

SpaceXs agreement to acquire nationwide low-band spectrum for Starlink Mobile is driving discussion, with bullish traders calling it a step toward entering the U.S. wireless market and skeptics questioning the cost, competitive challenge, and timeline for service. Traders also debate whether an upcoming share unlock could add near-term selling pressure, despite the long-term mobile opportunity.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Reports that Starbucks explored a potential takeover of Chipotle have driven attention, though no formal offer is confirmed and the companies have not announced a deal. Traders are split between seeing possible takeover upside and viewing the rumor as uncertain, with some questioning the strategic fit and likelihood of a transaction.

Alignment Healthcare, Inc. is a holding company, which offers a consumer-centric platform that delivers customized health care solutions to seniors and those who need it most, the chronically ill and frail, through its Medicare Advantage plans. It offers health plan options through Alignment Health Plan, and partners with select health plans to help deliver better benefits at lower costs. The company was founded by John E. Kao in 2013 and is headquartered in Orange, CA.

Alignment Healthcare Inc

Updated Medicare Star Ratingsparticularly the California HMO contracts reported 3.5-star ratingare driving concern about future quality-bonus and rebate economics, with traders focused on possible effects on 2028 payments. Alignment says it will challenge the rating while keeping its strategy unchanged; reactions range from viewing the selloff as an oversold buying opportunity to fearing prolonged pressure.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNav is under pressure after its expected lower-900 MHz GPS-backup proposal was left off the FCC agenda, delaying a key regulatory catalyst. Traders disagree on the implications: some view SpaceXs broader spectrum interest as validation of NNs spectrum value, while others worry the delayor SpaceXs existing acquisitionweakens the case for a deal.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

Phathom Pharmaceuticals is trending following a series of analyst updates and positive institutional sentiment, even as the stock price remains volatile amid broader market headwinds. Investors are reacting to a combination of operational progress, recent debt and equity restructuring, and long-term potential for its GI-focused product suite.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

RIOT is drawing attention for its volatile weakness despite Bitcoin strength, alongside debate over its expansion from mining into AI/HPC data centers. Bulls point to Rockdale leasing and potential Corsicana demand as growth drivers, while bears focus on the stocks poor follow-through and speculate about dilution or heavy shorting.

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Bitcoin

Ethereum

Solana

Ripple

Dogecoin

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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$FSLR opend some small position few days ago. Still good entry prices. Would buy more if it drop.

Jere

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First Solar Inc

 opend some small position few days ago. Still good entry prices. Would buy more if it drop.