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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 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 sharp rally is drawing attention amid speculation about TSMCs possible role in Musks Terafab project and repeated discussion of Morgan Stanleys bullish view; traders also point to momentum and short-covering. Bulls see room for further gains, while skeptics argue the valuation is stretched and upcoming share unlocks could add selling pressure.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulfs agreement to double contracted power capacity at its Muskie campus to 1 GW, subject to regulatory approval, is the main catalyst. Traders are questioning the selloff despite the expansion, while bulls view it as a long-term AI infrastructure positive and bears point to added spending, dilution risks and delayed revenue.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Traders are tying NVAXs move to reports of a suspected plague outbreak in Russia and speculating about renewed vaccine-preparedness demand; some also circulated unverified claims that Trump mentioned Novavax and Pfizer. Short-squeeze hopes are prominent, but skeptics point to limited volume and say the move needs confirmation.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technologys share weakness is being debated against its ambitious AI data-center growth plans, with traders focused on whether Yotta and other projects will reach deployment, customer acceptance, and revenue. Bulls point to contract potential and progress, while skeptics say management has yet to provide clear financing details and filings, raising concerns about dilution and credibility.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

Surging long-term Treasury yields and TLTs slide to fresh lows dominate the discussion, with traders pointing to government borrowing and bond supply, inflation concerns, and rising term premiumsnot just near-term Fed rate expectations. Bearish calls and worries about further bond-market weakness outweigh dip-buying and hopes for an oversold bounce, while traders debate why stocks remain resilient as yields rise.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors 24-month HOPE-3 open-label extension data for deramiocel, including a reported 76% slower upper-limb decline after placebo patients switched to treatment, are driving discussion as the company seeks FDA approval for a DMD upper-limb indication. Traders are divided over whether the data address FDA concerns about the trials statistical analyses and earlier advisory-panel criticism, with the weak share-price reaction adding to the debate.

Securitize Corp. is a financial technology company, which engages in the provision of regulated infrastructure for the issuance, management, trading, and administration of tokenized real-world assets (RWAs). The company was founded on October 17, 2025 and is headquartered in Miami, FL.

Securitize Corp.

SECZ is drawing attention amid a sharp pullback after a rapid run-up, with traders describing panic selling and debating whether the decline is a routine correction or a pump-and-dump. Some are buying the dip on the long-term tokenization thesis, while others warn of further downside and point to wide bid-ask spreads.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3Ds CFO departure is driving the selloff, with traders concerned that the executive left after a short tenure and the company offered little context, despite appointing an interim replacement. Some view the reaction as overblown and are buying the dip, while others see the abrupt change as a reason for caution.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Elon Musks confirmation of discussions between TSMC and his Terafab venture is driving attention, with traders viewing a potential Texas chip-manufacturing partnership as an added opportunity amid AI-chip demand. The talks remain preliminary, and the community is also focused on TSMs recent strength near highs; some note Intel remains a Terafab partner, so no replacement or finalized deal is confirmed.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Discussion centers on the still-unannounced Helios data-center tenant that traders say management had indicated would be secured by the end of summer; many blame the delay and sparse communication for weakening confidence in the stock. Traders also debate GLXYs uneven response to Bitcoin and data-center sector moves, given its exposure to both businesses.

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$CFR  
Jefferies raises target price to $180 from $175 
TD Cowen raises target price to $185 from $169

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Cullen Frost Bankers Inc.

  
Jefferies raises target price to $180 from $175 
TD Cowen raises target price to $185 from $169