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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 agreement to acquire nationwide 800 MHz spectrum licenses has fueled discussion of Starlinks push into U.S. mobile service and potential competition with AT&T, Verizon, and T-Mobile. Bullish traders call it a major growth opportunity, while skeptics question the cost, execution timeline, and near-term selling pressure from an upcoming share unlock.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

Discussion centers on POETs commercialization progress: management says optical-engine units are being produced and sent to customers for qualification, with improving yields and plans to expand capacity. Bulls see progress in AI and data-center optics, while skeptics say the update lacks named customers and clear evidence of orders converting into revenue, fueling frustration over the share decline.

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 put Verizon in focus, with traders debating whether it signals a credible future carrier threat or a distant, technically and financially difficult plan. The perceived competition drove an after-hours telecom selloff, while many VZ holders dismissed the threat as premature and viewed the pullback as a buying opportunity, often citing Verizons dividend.

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 for Starlink Mobile has put T-Mobile in focus amid concerns the service could eventually compete for wireless customers and pressure pricing. Traders are divided: some view the threat as years away and technically limited, while others see the move as a reason for the telecom selloff and are treating the weakness as a buying opportunity.

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 nationwide 800 MHz spectrumfrequencies AST had pursuedhas raised concerns about stronger competition in satellite-to-phone services. Traders disagree on whether the deal weakens ASTs position or makes it a more important partner for traditional carriers seeking to compete with SpaceX.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Pharvaris strong deucrictibant XR trial results have raised concerns that a future oral HAE competitor could take share from BioCrysts Orladeyo, intensifying pressure on the stock alongside bearish analyst commentary. Traders are divided over the threat: bears see greater competition and execution risk, while bulls argue market entry is still distant and point to Orladeyos established patient base and navenibarts longer-term potential.

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 for Starlink Mobile has put AT&Ts competitive outlook in focus. Traders are split: some see a longer-term challenge to established carriers, while others consider the selloff an overreaction given the time, investment, and regulatory approval needed to build out the service.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

STRKs sharp move is being tied by traders to Starknets post-quantum security story and privacy/BTCFi push, including discussion of quantum-resistant wallet and Bitcoin-transfer tests and private Bitcoin features. Bullish posts point to those differentiators and rising momentum, while skeptics remain concerned about token unlocks and the tokens weak price history.

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 caught in a selloff across AI and optical stocks after reports of lower-than-previously-reported OpenAI revenue raised concerns about AI-infrastructure demand. Traders are divided between calling the drop an overreaction and buying the dip, and warning of further downside amid the stocks volatility and concerns about insider selling.

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.

OKLOs slide toward 52-week lows is drawing attention, with traders citing dilution from the ATM offering, insider selling, and execution concernsincluding the FERC complaint denial and a long stretch without company updates. Bulls view the pullback as a buying opportunity and point to future nuclear-demand, DOE, and NRC catalysts, while bears question the companys timeline and funding needs.

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$INTC Is this open AI or intel stock page? Go fuk yourself open AI you are not even publicly traded.

DonnyG

Today’s OpenAI news summed up: 

The company IS at $70B gross ARR. 

AND

The company IS at $50B net ARR.

AND

The company WILL be at $70B net ARR. 

Multiple things can always be true at once…

We see today’s market movement as a clear buying opportunity across the AI complex, especially in high quality names as in our portfolio. 

$NVDA $ORCL $CBRS $AMD $INTC

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 Is this open AI or intel stock page? Go fuk yourself open AI you are not even publicly traded.