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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 Grain Managements 800 MHz spectrum for Starlink Mobile is driving concern that it could become a stronger direct-to-device competitor and challenge AST SpaceMobiles carrier-partner model. Traders are divided: some view the move as a competitive threat, while others argue it may push major carriers toward deeper ASTS partnerships; the spectrums eventual use and competitive impact remain debated.

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 agreement to acquire low-band spectrum and plans for Starlink Mobile to compete with U.S. carriers have put AT&T in focus. Traders debate whether the move poses a meaningful long-term threat or remains years away and constrained by the incumbents networks; some view the telecom selloff as an overreaction and a buying opportunity.

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, pending FCC approval, has put Verizon in focus as traders weigh Starlink Mobiles ambitions to compete with established carriers. Some see a future threat to Verizon, while others call the selloff an overreaction given rollout hurdles and the incumbents existing networks.

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 low-band spectrum has renewed concerns that Starlink Mobile could challenge T-Mobile and other U.S. carriers, weighing on telecom sentiment. Traders are split between viewing the selloff as an overreaction and buying opportunity, and seeing satellite service as a longer-term competitive threat.

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 800 MHz spectrum licenses is fueling discussion of Starlinks push to become a U.S. mobile carrier and compete with established wireless providers. Traders are split between viewing the move as a major growth opportunity and questioning its cost, timeline and ability to challenge incumbents, while the upcoming share unlock is adding concern about near-term selling pressure.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A report that OpenAIs annualized revenue was below earlier estimates weighed on QQQ and AI-linked tech stocks, prompting debate over whether it signals weaker AI demand or reflects differences in revenue accounting. Traders were split between expecting further losses and buying the dip, with some calling the selloff an overreaction.

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 a reported 3.5-star rating for a key California planare driving concern about Alignment Healthcares future quality-bonus and rebate economics, with traders noting the effects would be on later payment years. The selloff has prompted debate between those expecting continued pressure and buyers who view the shares as oversold, while some point to the companys intention to challenge the rating.

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

PHAT is drawing attention around VOQUEZNAs prescription growth and its expansion pipeline, including a registrational Phase 3 study of as-needed treatment for non-erosive GERD. Bulls see stronger adoption and new indications supporting future profitability, while skeptics point to payer-access friction, debt and upcoming competition.

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 upgrade to Buy, citing expanding demand for sovereign AI and tailored applications, is driving attention as Palantir shares approach recent highs. Bulls see the move as confirmation of further AI-driven growth, while skeptics argue the valuation is stretched and question whether the upgrade is a momentum-driven boost.

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

NextNavs expected FCC item on repurposing lower-900 MHz spectrum for GPS backup was left off the meeting agenda, delaying a key regulatory catalyst and weighing on shares. Traders debate whether the omission signals only a timing setback or a deeper risk to the proposal, while bullish speculation about the spectrums value and potential satellite-industry interest persists.

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$ORCL This stock is on sale!  Bought more. This is almost criminal how they beat this down under $130.  

We all know sooner or later this will skyrocket.

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Oracle Corp.

 This stock is on sale!  Bought more. This is almost criminal how they beat this down under $130.  

We all know sooner or later this will skyrocket.