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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

Investors are closely watching the massive IPO lock-up expiration as hundreds of millions of shares become available for trading, sparking a high-stakes battle between those expecting a significant sell-off and those betting on a squeeze. The community remains deeply divided, with bulls pointing to strong institutional demand as a sign of resilience, while bears argue the valuation remains disconnected from reality and ripe for a correction.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing heightened volatility and intense social media discussion as traders react to a strong quarterly earnings beat and raised full-year guidance. The community is heavily focused on the stock's elevated short interest, fueling widespread speculation about a potential short squeeze while bulls and bears clash over the long-term viability of the company's AI-driven business model.

Iovance Biotherapeutics, Inc. is a biopharmaceutical company, which engages in the development and commercialization of cell therapies as novel cancer immunotherapy products. Its lead product candidate, LN-144 for metastatic melanoma, is an autologous adoptive cell therapy utilizing tumor-infiltrating lymphocytes (TIL), which are T cells derived from patients' tumors. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance Biotherapeutics is trending following a strong quarterly earnings report that featured record revenues and improved margins, fueling investor confidence in the commercial adoption of its lead therapy. Community discussion is heavily focused on the company's expanding treatment network and the potential for the upcoming lung cancer data to serve as the next major growth catalyst, with many investors dismissing smaller sector competitors as insignificant noise.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is trending following a massive multi-billion dollar Space Force contract award, which has sparked intense community debate over whether the stock is primed for a valuation re-rating or remains susceptible to ongoing dilution concerns. Investors are closely monitoring the upcoming earnings report for signs of margin expansion and backlog conversion as they balance institutional accumulation against broader sector volatility.

Clover Health Investments Corp. is a physician enablement technology company, which engages in the provision of Medicare Advantage plans in the United States. Its strategy is powered by its proprietary software platform, Clover Assistant, which aggregates patient data from across the healthcare ecosystem to support clinical decision-making and improve health outcomes through the early identification and management of chronic diseases. The company offers PPO and HMO Medicare Advantage plans in several states, with a differentiated focus on its flagship wide-network, high-choice PPO plans. The company was founded by Vivek Garipalli and Andrew Toy on July 17, 2014 and is headquartered in Wilmington, DE.

Clover Health Investments Corp - Ordinary Shares - Class A

Clover Health Investments Corp

Clover Health is trending as investors react to a strong second-quarter earnings report that featured GAAP profitability, raised full-year guidance, and significant year-over-year revenue growth. The community is actively discussing the company's trajectory in the Medicare Advantage market and the scaling of its AI-powered Counterpart platform, with many retail investors expressing optimism about long-term potential despite recent price volatility.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is experiencing intense market volatility as investors weigh the company's record $6.4 billion backlog and growing data center partnerships against significant execution delays and compressed profit margins. While community sentiment remains polarized between long-term bulls betting on AI infrastructure demand and skeptical traders wary of repeated guidance adjustments and factory ramp-up challenges.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is trending as investors aggressively buy the dip following a significant selloff, fueled by strong earnings beats and optimism that AI-driven storage demand remains a critical long-term growth catalyst. Community discussions are highly polarized between bulls viewing the stock as a discounted opportunity with solid fundamentals and bears expressing concerns over potential industry-wide memory cycles and China-based competition.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is facing extreme volatility after reporting a revenue miss and soft forward guidance, leading to a massive post-earnings sell-off that some investors view as a harsh repricing of growth expectations. While the community is divided between bears calling for further downside and bulls characterizing the move as an overreaction to a business that still produces strong free cash flow and healthy margins.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk Corp is trending as investors react to a stellar earnings beat and a significant share buyback announcement, with the community actively debating whether the pullback is a buying opportunity or a signal of a broader cooling in the memory sector. While some are pointing to long-term structural demand as a reason to hold, many are clashing over the impact of future guidance and the stock's recent rapid growth.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is trending as investors monitor the company's recent Department of Energy authorization for fuel loading and startup testing, a key milestone toward achieving first criticality. While the stock has faced downward pressure, the community is actively debating the significance of these regulatory approvals against ongoing concerns regarding insider share sales and the timeline for commercial revenue generation.

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$OKTA premiums were wacky today - MM had super wide spreads 
 
Back above original trend - moving avgs rolling up - mrq raised FY26 EPS - $4B backlog 
 
Hefty valuation but.... 
OKTA traded at a Fwd sales multiple of 5.87x vs security industry’s 14.51x (CRWD traded 22.93x) as of June 23rd 
 
Security is unique sub-sector of software: 
- 2024 global cybersecurity spend hit $210B &amp; on pace for a +12.63% CAGR through 2030 
- Internally AI agents won’t replace specialist security companies —80% of enterprises still outsource critical functions (SOC monitoring, IR, pen testing) to managed security providers 
- Threat actors leverage AI —AI-powered DDoS attacks jumped 50% in 2024, and automated credential-stuffing surged 40%, forcing firms to maintain robust external defenses 
- Security budgets are recession-proof—during the 2020 downturn, cybersecurity spending still rose +5% as attacks climbed +20% y/y &amp; experts expect similar resilience if the economy weakens again 
 
Buy the dips...

Ro Patel

zenji

Kittysnugler

Brian P.

Cory D

DanteStefonelli

Harish

MAUNG NYAN

$OKTA Yes but were trading each side of the spread if you put order up at limit and waited patiently sold 70 contracts of 7k shares for 8/1 strike 110 cc at 2 bucks and bought them back at end of day for 85 cents.

StockTwits Web

Douglas Hayes

Okta Inc

 premiums were wacky today - MM had super wide spreads 
 
Back above original trend - moving avgs rolling up - mrq raised FY26 EPS - $4B backlog 
 
Hefty valuation but.... 
OKTA traded at a Fwd sales multiple of 5.87x vs security industry’s 14.51x (CRWD traded 22.93x) as of June 23rd 
 
Security is unique sub-sector of software: 
- 2024 global cybersecurity spend hit $210B & on pace for a +12.63% CAGR through 2030 
- Internally AI agents won’t replace specialist security companies —80% of enterprises still outsource critical functions (SOC monitoring, IR, pen testing) to managed security providers 
- Threat actors leverage AI —AI-powered DDoS attacks jumped 50% in 2024, and automated credential-stuffing surged 40%, forcing firms to maintain robust external defenses 
- Security budgets are recession-proof—during the 2020 downturn, cybersecurity spending still rose +5% as attacks climbed +20% y/y & experts expect similar resilience if the economy weakens again 
 
Buy the dips...

@Ro_Patel  totally agree with you. because i was beneficiary of it. my contract tripled. From 4.20 to 14.30, sold at 14.10.

  totally agree with you. because i was beneficiary of it. my contract tripled. From 4.20 to 14.30, sold at 14.10.