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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.

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.

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.

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.

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.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as long-term Treasury yields climb to multi-decade highs, with traders arguing that supply, fiscal and inflation concerns are outweighing softer jobs data and reduced expectations for near-term Fed hikes. Bears are betting on further declines, while some investors see oversold conditions and expect a relief bounce; the community also debates whether equities can keep rising as bonds sell off.

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 rally is drawing attention after its announced Nasdaq-100 inclusion, with traders also pointing to positive Phase 3 melanoma cancer-vaccine results as the driver of the broader re-rating; detailed trial data remain pending. Bulls cite index-fund buying and pipeline potential, while skeptics argue the valuation has outrun the evidence and point to Citis bearish downgrade.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

BRUN is drawing attention after a sharp selloff, with traders pointing to insider selling, warrant-related share supply, macro rate concerns, and a lack of company updates as possible sources of pressure. Some see the decline as an overreaction and remain bullish on its AI-infrastructure business and contracted demand, while others question execution and continued volatility.

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.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led Nasdaq rally to record highs is driving attention, with traders noting that QQQ has held up despite Treasury yields reaching multiyear highs. Bulls celebrate the markets momentum and resilient buying, while skeptics warn that gains are concentrated in megacap tech and may be vulnerable to rising yields, weak breadth, and stretched valuations.

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$DBHL $OKLO $NNE $SMR The pick and shovel play on nuclear. Doesnt matter who wins the race to produce nuclear energy, they all need a solution like Deep Isolation’s to safely discard the waste.  Everyone say not in my backyard until they come to find out that 1 in 3 of us live within 50 miles of nuclear waste. 

The more you know...

Darkreef5333

$DBHL $OKLO $NNE $SMR Can&#39;t have growth in nuclear absent a safe way to discard the waste. Deep Isolation is essentially the &quot;pick and shovel&quot; opportunity.

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Deep Isolation Nuclear Inc.

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Jwa68

 The pick and shovel play on nuclear. Doesnt matter who wins the race to produce nuclear energy, they all need a solution like Deep Isolation’s to safely discard the waste.  Everyone say not in my backyard until they come to find out that 1 in 3 of us live within 50 miles of nuclear waste. 

The more you know...