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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 Grain Managements 800 MHz spectrumfrequencies AST SpaceMobile had pursuedhas intensified concerns about competition and contributed to a sharp ASTS selloff. Traders are divided over whether the deal threatens ASTS or could make its carrier-partner model more valuable, with some pointing to the companys existing mobile-operator relationships and the CEOs spectrum comments as reasons for optimism.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

A sharp rebound and push through a long-watched resistance area are driving attention, with bullish traders pointing to momentum and possible short covering while skeptics warn it could fade like prior rallies. Some traders cite potential peptide developments as an added catalyst, but that remains speculation rather than a confirmed announcement.

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

Palantirs rally toward record highs is drawing attention after Goldman Sachs upgraded the stock, citing sovereign AI and customized-software growth; traders also point to Barclays bullish coverage. Bulls celebrate the momentum, while skeptics warn that the valuation is stretched and debate whether the run may give way to profit-taking.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna shares are drawing attention amid a sharp rally tied to Nasdaq-100 inclusion and expected index-fund buying, alongside optimism around personalized cancer vaccines after Phase 3 results and news of an NIH cancer-vaccine initiative. Traders are split between momentum and potential short-covering on one side, and concerns about valuation, cash burn, and a possible pullback on the other.

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 planned acquisition of Grain Managements 800 MHz spectrum portfolio has intensified fears that Starlink could eventually compete with T-Mobile and other U.S. wireless carriers, weighing heavily on TMUS shares. Traders are split between viewing the selloff as an overreactionciting the years of investment and infrastructure needed for a rival networkand seeing a longer-term competitive threat despite T-Mobiles existing Starlink relationship.

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 after SpaceX agreed to acquire low-band spectrum for Starlink Mobile, raising concern about future competition from a potential wireless carrier. Traders are split on whether the reaction overstates the threat, noting that building a competitive network would require substantial investment and time, while others see the move as a credible long-term risk.

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 fueled concerns that Starlink Mobile could eventually compete with Verizon and other major carriers. Traders are split between viewing the selloff as an overreaction to a threat that may take years and substantial infrastructure investment to materialize, and seeing it as a longer-term competitive risk; some also cite the ex-dividend date as amplifying the decline.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

FLY is under pressure alongside other space stocks, and traders are debating whether SpaceXs scale and competition are pulling capital from smaller names. Some blame broader sector weakness and question the companys ability to turn its contracts and production growth into profits, while long-term holders remain optimistic about its lunar and defense business.

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 low-band spectrum has put Starlinks plans to become a U.S. mobile carrier in focus. Traders are split between viewing the move as a threat to established carriers and questioning the cost, infrastructure and time needed to build a competitive network; concerns about newly unlocked shares and selling are also weighing on discussion.

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 rally and move toward a new 52-week high have sparked heavy discussion of a technical breakout, options activity, and a possible short or gamma squeeze. Traders are also speculating that the approaching warrant expiration or a Ryan Cohen filing could add pressure, while skeptics warn the move may fade; no new catalyst is confirmed in the discussion.

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$OUST Autonomous operation in agriculture presents a very different sensing challenge from driving on structured roads. Orchards and vineyards contain narrow passages, dense vegetation, irregular terrain and changing lighting conditions, making reliable perception essential for machines working without a driver. 
 
GUSS Automation, a John Deere subsidiary, plans to integrate Ouster’s Rev8 OS0 digital lidar sensors with native colour into its next-generation autonomous orchard machines. The technology is intended for driverless spraying equipment operating in environments where conventional positioning technologies may not provide sufficient precision on their own.  
https://www.linkedin.com/posts/mertaksac_autonomousagriculture-lidar-autonomousvehicles-share-7514233446517403648--zU0/

Tam Fischer

Lidar is giving autonomous orchard machines a more detailed view of their environment Autonomous operation in agriculture presents a very different sensing challenge from driving on structured roads. Orchards and vineyards contain narrow passages, dense vegetation, irregular terrain and changing lighting conditions, making reliable perception essential for machines working without a driver.

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Ouster lidar to support GUSS autonomous orchard machines | ADAS &amp; Autonomous Vehicle International | Mert Aksaç

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Ouster Inc - Ordinary Shares - Class A

 Autonomous operation in agriculture presents a very different sensing challenge from driving on structured roads. Orchards and vineyards contain narrow passages, dense vegetation, irregular terrain and changing lighting conditions, making reliable perception essential for machines working without a driver. 
 
GUSS Automation, a John Deere subsidiary, plans to integrate Ouster’s Rev8 OS0 digital lidar sensors with native colour into its next-generation autonomous orchard machines. The technology is intended for driverless spraying equipment operating in environments where conventional positioning technologies may not provide sufficient precision on their own.  
