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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

AST SpaceMobile is under heavy selling pressure after SpaceXs spectrum deal strengthened Starlinks push into mobile service and left ASTS without a spectrum block it had pursued. Traders are divided over whether the move threatens ASTSs competitive position or makes it more valuable as a satellite partner for traditional carriers, with concerns about execution and funding adding to the bearish reaction.

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

GameStops sharp move toward a new 52-week high and reported heavy call-option activity have fueled talk of a breakout and possible short or gamma squeeze. Bulls speculate that upcoming warrant developments or a return by Keith Gill could add momentum, while skeptics argue the rally lacks a confirmed catalyst and may fade.

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 of Palantir to Buy, citing growth opportunities in sovereign AI and customized software, has helped fuel a rally toward record highs; Barclays bullish coverage adds to the analyst support. Traders are celebrating the momentum and gains against short sellers, while skeptics argue the valuation is stretched and warn of a pullback.

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 sold off on fears that SpaceXs agreement to acquire low-band spectrum and expand Starlink Mobile could bring new competition to U.S. wireless carriers. Traders are divided, with many calling the reaction an overreaction because building a competitive network could take years, while others see a longer-term threat to AT&Ts market position.

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 fueled concerns that Starlink could become a stronger competitor to T-Mobile and other U.S. carriers, contributing to a sharp selloff. Traders disagree on the threats timeline and scale: some see a meaningful long-term challenge, while others view the reaction as overdone given the infrastructure, regulatory and capacity hurdles ahead.

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

Gorillas proposed non-binding LOI to acquire its first U.S. data center and expand its AI infrastructure footprint is drawing attention. Some traders welcome the U.S. expansion, while many question the deals uncertain status and financing, fueling dilution concerns and skepticism about managements execution.

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 planned acquisition of low-band spectrum has raised concerns that Starlink Mobile could eventually compete with Verizon and other U.S. carriers, weighing on VZ shares. Traders are divided between viewing the selloff as an overreactiongiven the infrastructure, investment and time needed to build a rival networkand seeing a credible long-term competitive threat; some are buying the dip.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas rally is being linked to a sharp increase in registered Texas Cybercabs and optimism about robotaxis, with some traders also citing strong China-made vehicle sales. Bulls are positioning for a continued squeeze, while skeptics point to Teslas high valuation and warn the gains could reverse.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

OpenAI revenue figures below earlier expectations sparked a selloff in AI-linked stocks, including Nvidia, and fueled concerns that AI monetization may lag infrastructure spending. Traders disagree on whether the news signals weaker demand or reflects gross-versus-net accounting differences, with some viewing the pullback as an overreaction and buying the dip.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps Specs AR glasses and enterprise ambitions are a central focus, with bulls pointing to partnerships and potential new revenue while skeptics question the products price, demand, and managements execution. The latest move above the closely watched $6 level has also fueled breakout and short-squeeze speculation, though traders note no clear immediate catalyst.

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$HSAI well ex cash this thing is worth 1.4B and cash flow positive.  Mgt get off yr arse and buy some GD stk with yr 1B in cash.  At 1.5x sales u

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Hesai Group - ADR

 well ex cash this thing is worth 1.4B and cash flow positive.  Mgt get off yr arse and buy some GD stk with yr 1B in cash.  At 1.5x sales u

Breaking Balls

@Raider100 don’t get hasty. The business is ahead of the stock price right now and that’s fine. It will catch up when the volumes become undeniable

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 don’t get hasty. The business is ahead of the stock price right now and that’s fine. It will catch up when the volumes become undeniable