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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

ASTS is under pressure as traders react to SpaceXs spectrum acquisition and FCC clearance for a large direct-to-device network, raising concerns about stronger competition and ASTs access to spectrum. Bulls argue ASTs carrier-partner model remains distinct and that SpaceXs network is years from full deployment, while others focus on FCC spectrum proposals and ASTs launch execution.

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 expanding demand for sovereign AI and tailored applications, is fueling attention as shares approach a key round-number threshold. Bulls see room for a breakout, while skeptics question the valuation and view the upgrade as momentum-driven.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in a selloff across AI infrastructure and neocloud stocks, with traders linking the pressure to headlines questioning OpenAIs revenue trajectory and wider concerns about AI spending, rates and valuations. Some see the decline as an overreaction and point to Nebiuss contracted capacity and bullish analyst coverage, while bears warn that the AI trade is overheated.

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

Concerns about a large insider share unlock are dominating the discussion, with traders divided over whether potential selling will prolong the pullback or be absorbed as in prior unlocks. Some bullish traders point to SpaceXs reported low-band spectrum move for Starlink Mobile as a growth opportunity, while others remain cautious about the companys debt-funded AI expansion and valuation.

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

Reports that SpaceX may secure spectrum and build a full mobile network have fueled concern about competition for AT&T and other major carriers. Traders debate whether Starlink poses a meaningful threat or a distant, capital-intensive challenge, with some viewing the telecom selloff as a buying opportunity given AT&Ts fiber business and satellite partnerships.

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 moves to acquire spectrum and build a mobile service are weighing on Verizon and other telecom shares as traders debate whether Starlink can take customers from established carriers. Some see the selloff as an overreaction, citing the technical and infrastructure challenges of competing with terrestrial networks, while others remain concerned about future competition.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

Traders are focused on UnitedHealths upcoming quarterly results and Medicare Advantage star ratings, with put activity and the stocks prolonged decline amplifying event risk. The community is split between viewing the selloff as overdone ahead of earnings and expecting further downside if results or ratings disappoint.

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 has explored a potential takeover of Chipotle are driving attention, with traders reacting positively to the buyout speculation. The reports describe exploratory discussions rather than a confirmed offer, and the community is split between expecting a premium bid and viewing the deal as unlikely or strategically questionable.

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 reported move to acquire Grain Managements 800 MHz spectrum portfolio is fueling concern that it could intensify competition for T-Mobile and other U.S. carriers. Traders are divided between viewing the satellite push as a threat and treating the telecom selloff as a buying opportunity; some also speculate carriers may deepen ties with AST SpaceMobile.

Securitize Corp. is a financial technology company, which engages in the provision of regulated infrastructure for the issuance, management, trading, and administration of tokenized real-world assets (RWAs). The company was founded on October 17, 2025 and is headquartered in Miami, FL.

Securitize Corp.

Securitizes launch of tokenized U.S. stocks on Solana is driving attention, with traders highlighting the 1:1-backed shares and planned NYSE trading venue as a potential expansion of its tokenization business. Reactions are mostly bullish on the launch, though some question the need for crypto wallets and stablecoins and caution that the stock remains volatile.

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$FRVO  
 
The Baron Opportunity Fund bought 18.5 millon $ worth of FRVO stock in the 2nd Qtr :  
  
seekingalpha.com/article/49...  
  
  
Recent Activity  
Top net purchases for the quarter  
  
 Quarter EndMarket Cap($B) Net AmountPurchased($M)  
Micron Technology, Inc. 1,303.6 35.8  
  
Fervo Energy Company 8.6 18.5  
  
Alphabet Inc. 4,327.0 16.7  
Cerebras Systems Inc. 49.2 11.2  
Welltower Inc. 160.2 10.7  
Bullish 
 
Baron Opportunity Fund Q2 2026 Shareholder Letter (BIOPX) 
 
https://seekingalpha.com

Bret Romberg

John David burton

Lion's Gate Films has acquired the rights to the films RIZE and Hard Candy.

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Lion's Gate (LGF) acquires rights to two new films (NYSE:LGF.A-DEFUNCT-99)

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Fervo Energy Co

Barrick Mining Corp

Macy's Inc

  
 
The Baron Opportunity Fund bought 18.5 millon $ worth of FRVO stock in the 2nd Qtr :  
  


...  
  
  
Recent Activity  
Top net purchases for the quarter  
  
 Quarter EndMarket Cap(

)  
Micron Technology, Inc. 1,303.6 35.8  
  
Fervo Energy Company 8.6 18.5  
  
Alphabet Inc. 4,327.0 16.7  
Cerebras Systems Inc. 49.2 11.2  
Welltower Inc. 160.2 10.7  
Bullish 
 
Baron Opportunity Fund Q2 2026 Shareholder Letter (BIOPX) 
 
