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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 low-band spectrum for Starlink Mobile has fueled concern that it could compete directly with AST SpaceMobile and threaten its carrier-based business, weighing on sentiment. Bulls counter that Starlinks plans may take time to develop and could push major carriers to deepen partnerships with ASTS.

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 low-band spectrum for Starlink Mobile is driving discussion about its push into U.S. wireless service. Bulls see a potential challenge to established carriers, while skeptics question how soon the service can launch and point to selling pressure from newly unlocked shares.

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 for Starlink Mobile has renewed concerns that it could eventually compete with Verizon and other U.S. carriers. Traders are divided: some view the selloff as an overreaction because a launch and FCC approval remain ahead, while others see a longer-term competitive threat; bargain and dividend buying also features in the discussion.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas reported growth in defense orders, including a European precision-strike award, is driving discussion, but the stocks weak response has focused debate on whether the backlog will convert into revenue and whether dilution, heavy short positioning, or broader weakness in drone stocks is weighing on shares. Bulls point to the order pipeline and upcoming earnings as potential validation, while bears emphasize execution and financing risks.

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 800 MHz spectrum for Starlink Mobile has revived concern that it could eventually compete with AT&T and other major carriers. Traders are split: some see the threat as distant and the selloff as an overreaction, while others expect stronger competition for wireless customers.

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 is renewing concerns that Starlink Mobile could compete with T-Mobile and other U.S. carriers. Traders are divided between viewing the telecom selloff as an overreaction and buying the dip, and seeing Starlinks expansion as a longer-term competitive threat.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is falling alongside fiber-optics and photonics stocks, with traders pointing to reports of lower-than-previously-reported OpenAI revenue as a possible threat to AI-infrastructure sentiment; the claim is disputed, with some calling the selloff an overreaction and buying the dip while others cite dilution concerns and expect further weakness.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Reports that Starbucks explored a potential takeover of Chipotle have driven attention, though no formal offer is confirmed and the companies have not announced a deal. Traders are split between seeing possible takeover upside and viewing the rumor as uncertain, with some questioning the strategic fit and likelihood of a transaction.

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

The FCCs meeting agenda omitted NextNavs expected lower-900 MHz GPS-backup proposal, delaying a key regulatory catalyst and weighing on sentiment. Traders debate whether SpaceXs spectrum activity validates demand for NextNavs holdings or makes a deal with NextNav less urgent, while bullish holders remain focused on eventual FCC approval and frustrated sellers question the prolonged wait.

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

Concern over a lower CMS Star Rating for a key California plan is dominating discussion, with traders worried about weaker Medicare Advantage bonus and rebate economics beginning in 2028; the company says it will challenge the rating. Traders are divided between viewing the selloff as an oversold buying opportunity and expecting further downside.

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$SPX $SPY $IWM $QQQ &quot;#AAII Individual Investor Sentiment and the Large Cap Reflation Rally&quot;: The Bull-Bear spread is now 20.8%.  Not an extreme, but Bullishness peaked last week at 51.4% (the highest level since the March low) and is down to 44.9% as of last night&#39;s poll closing.   
 
Of course, Bearishness peaked just two days off the mid-March low, very close to that low.  Investors get scared at exactly the wrong times.  Bullishness was below 20% then.  The last time Bullishness reached even close to the high of last week was 11-10-21 at a reading of 48.0%, very close to when the small caps $IWM peaked on 11-08-21.  SP500 Index peaked two mo. later on 1-04-22.  Investor sentiment is clearly stretched in the Bullish direction at the moment. 
 
SPX is only down 4.76% from its ATH.  $ZM #Zoom, a leader in the prior bubble, is -87.5% today from its ATH. The current reflation of the stock market has been on the shoulders of large cap stocks, particularly large tech stocks.

Alex Smith

$SPX $IWM $SPY $QQQ When nearly everyone who is going to buy has bought and is also Bullish, the market tends to at least correct.  The sentiment spread was not at an extreme last week, but Bullishness was.

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David Durand

S&P 500 Index

iShares Russell 2000 ETF

Zoom Communications Inc. - Ordinary Shares - Class A

 Individual Investor Sentiment and the Large Cap Reflation Rally": The Bull-Bear spread is now 20.8%.  Not an extreme, but Bullishness peaked last week at 51.4% (the highest level since the March low) and is down to 44.9% as of last night's poll closing.   
 
Of course, Bearishness peaked just two days off the mid-March low, very close to that low.  Investors get scared at exactly the wrong times.  Bullishness was below 20% then.  The last time Bullishness reached even close to the high of last week was 11-10-21 at a reading of 48.0%, very close to when the small caps 

 peaked on 11-08-21.  SP500 Index peaked two mo. later on 1-04-22.  Investor sentiment is clearly stretched in the Bullish direction at the moment. 
 
SPX is only down 4.76% from its ATH.  

, a leader in the prior bubble, is -87.5% today from its ATH. The current reflation of the stock market has been on the shoulders of large cap stocks, particularly large tech stocks.