<ul class="summary-bullets"><li>The deal “may be renewed at a lower price, the same price, a higher price or it may end,” Musk said in an X post.</li><li>Skeptics had previously raised concerns that a lack of disclosure about the tenure makes it hard to determine the deal's revenue, affecting potential investors' calculations for the SpaceX IPO.</li><li>The shorter time frame could pose a capacity constraint for Anthropic, which is growing rapidly and gearing up for an IPO.</li></ul>Tesla and SpaceX billionaire Elon Musk has clarified that Anthropic’s agreement to lease computing capacity from xAI’s Colossus AI data centers is short-term, with provisions allowing either side to revise terms or terminate the arrangement.That might pose a capacity constraint for the IPO-bound AI company at a time when access to cloud computing is becoming increasingly scarce amid surging demand for AI infrastructure.&nbsp;“This is a short-term deal,” Musk said in an X&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2061493428337410460">post</a> on Monday. “It may be renewed at a lower price, the same price, a higher price or it may end. For what it’s worth, the short deal length was our request, not theirs, as I thought we might need the compute back at some point,” he said in a follow-on&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2061613308235726956?s=20">post</a>.In SpaceX’s IPO prospectus filed last month, the company said Anthropic, mentioned as “customer,” would pay “$1.25 billion per month through May 2029, with capacity ramping in May and June 2026 at a reduced fee. The agreements may be terminated by either party upon 90 days’ notice.”&nbsp;Whether Anthropic would pay SpaceX $15 billion per year over the next three years or pay substantially less over a much shorter period is a major consideration for prospective investors.&nbsp;In a series of X posts last week, Musk said “SpaceX has not committed to leasing Colossus for years,” and called the agreement a “180-day lease with 90-day notice mutual cancellation thereafter.”&nbsp;On Monday, SpaceX filed an amended prospectus, which included this material detail: “After the initial three-month period, the agreements may be terminated by either party upon 90 days’ notice.”&nbsp;Meanwhile, Anthropic has also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-files-paperwork-with-sec-for-wall-street-debut/cZ0gUViRevc">filed</a> its IPO papers with the regular on Monday. The company, last valued at $965 billion, did not disclose the number of shares it will sell or their price.Anthropic, now regarded as bigger than OpenAI, has pursued a multi-cloud, multi-provider strategy rather than relying on a single cloud company. Its major compute and cloud infrastructure partners include Amazon Web Services, Google Cloud, Microsoft Azure, and CoreWeave.Notably, Amazon, Alphabet and Microsoft are investors in the company.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Tesla CEO Elon Musk attends a state banquet hosted by Chinese President Xi Jinping at the Great Hall of the People on May 14, 2026 in Beijing, China. (Photo by Alex Wong/Getty Images)

Elon Musk Says Anthropic-SpaceX Deal Is Short-Term 'Because We Might Need The Compute Back' — Here's What That Means

SpaceX filed an amended IPO prospectus on Monday, stating that its agreement with Anthropic has an initial term of three months.

Equity

SpaceX filed an amended IPO prospectus on Monday, stating that its agreement with Anthropic has an initial term of three months.


<ul class="summary-bullets"><li>Yardeni said fears that SpaceX, Anthropic, and OpenAI IPOs will drain liquidity from the broader market are overblown.</li><li>The firm noted that the AI-3 is expected to raise $200 billion, a fraction of the $75.6 trillion Wilshire 5000 and $60 trillion S&amp;P 500.</li><li>Rather than a liquidity crunch, Yardeni sees a potential supply crunch as SpaceX plans to float only about 4.3% of its shares.</li></ul>As SpaceX, Anthropic, and OpenAI prepare for what could be the largest IPO wave in Wall Street history, Yardeni Research said fears of a market liquidity crunch are overblown. Instead, the firm sees a potential scramble for SpaceX shares as index funds chase a tiny public float.&nbsp;On Monday, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> rose 0.3% and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> was up 0.6%, tracking record closes for the S&amp;P 500 and Nasdaq Composite.<h2 class="st-heading-2">Why Yardeni Isn't Worried About The AI-3 IPO Wave</h2>Yardeni called SpaceX, Anthropic, and OpenAI the "AI-3" and noted that the trio could eventually command between $4 trillion and $5 trillion in combined market cap. SpaceX is expected to lead the group, with plans to raise between $75 billion and $80 billion at a valuation of up to $1.8 trillion in potentially the largest offering ever.&nbsp;SpaceX is expected to begin its roadshow this week ahead of a potential Nasdaq debut as soon as June 12. Anthropic took a major step forward on Monday by confidentially filing IPO paperwork with the SEC. The Claude developer recently reported a $47 billion revenue run rate and was valued at $965 billion in a recent funding round.Meanwhile, OpenAI has yet to file publicly. However, CEO Sam Altman&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openai-sam-altman-ipo-timing-anthropic-filing/cZ0WTAcRevg">downplayed</a> suggestions that the company is racing Anthropic to public markets: "I think there is a race to deliver the best technology and build the best business, but going public is a financing event," Altman said, according to CNBC.Despite the scale of the offerings, Yardeni dismissed concerns that the IPOs could drain liquidity from the broader market: "Fears are mounting that the AI-3 IPOs will suck the oxygen out of the rest of the stock market. We aren't as concerned," the firm said.The research firm noted that the AI-3 are expected to raise $200 billion combined, compared with a Wilshire 5000 market cap of $75.6 trillion and an S&amp;P 500 market value nearing $60 trillion. Yardeni also pointed out that U.S. markets absorbed $232 billion of new equity issuance over the past 12 months and more than $450 billion in 2021.<h2 class="st-heading-2">SpaceX's Tiny Float Problem</h2>Rather than a marketwide liquidity issue, Yardeni believes SpaceX's unusually small float could create a supply-demand imbalance. According to the firm, SpaceX plans to float only about 4.3% of its shares at the IPO, while Anthropic and OpenAI are also expected to come public with relatively limited floats. "The AI-3 won't be in the same league" as the Magnificent Seven initially despite their headline valuations, Yardeni said, since so few shares will be available for public trading.The firm highlighted ongoing changes among index providers that could accelerate demand for newly public mega-cap companies. S&amp;P Dow Jones is considering reducing the S&amp;P 500's seasoning requirement from 12 months to six months and potentially waiving long-standing profitability requirements, while Nasdaq recently shortened its inclusion window from 90 trading days to 15.Citing Bloomberg Intelligence estimates, Yardeni said S&amp;P 500 funds could absorb 19% of SpaceX's public float within six months, while Nasdaq-100 and Russell 1000 funds could absorb another 24%. Given that only about 4.3% of SpaceX shares are expected to be publicly available at the IPO, the firm pointed to a supply-demand imbalance. "This is forced buying colliding with a very limited supply," Yardeni said.&nbsp;<h2 class="st-heading-2">Retail Investors Join The IPO Rush</h2>Yardeni also expects strong retail participation in the AI-3 offerings. The firm noted that 62% of U.S. adults already own stocks, while individual retirement account (IRA) assets likely exceed $20 trillion. Household equity ownership also remains near record levels.&nbsp;"We have already personally received emails from our brokers inviting us to participate in the SpaceX IPO," Yardeni said.<h2 class="st-heading-2">How Do Retail Traders Feel About Broader Markets And The Mega IPOs?</h2>On Stocktwits, SPCX, OPENAI and ANTHROPIC had 'bullish' to 'extremely bullish' retail sentiment, with SPCX attracting 'extremely high' message volumes, and OPENAI and ANTHROPIC drawing 'high' chatter. Meanwhile, SPY remained 'bullish' and QQQ 'neutral', with both ETFs seeing 'normal' message volume.&nbsp;One user&nbsp;<a href="https://stocktwits.com/optimistic9009/message/655061452">said</a>, “Do you all think they will crash the market with biggest IPO in the world coming next week, that's bloody 1.8-2T... I think they will do everything to keep this market up”<stembedurl>https://stocktwits.com/optimistic9009/message/655061452</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/PhishTourFunds/message/654914991">speculated</a>, “$ANTHROPIC Likely to split pre-IPO like SpaceX to be more palatable to the retail market”<stembedurl>https://stocktwits.com/PhishTourFunds/message/654914991</stembedurl>While SPY has risen 30% over the past year, QQQ has gained 44% over the same period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-rklb-sidu-rdw-blue-origin-new-glenn-update/cZ0ioyORevD">ASTS, RKLB, SIDU, RDW Reverse Losses As Blue Origin CEO Vows New Glenn Return This Year — Retail Fears Ease&nbsp;</a>

In this photo illustration, a smartphone displays the logo of artificial intelligence company Anthropic in front of a SpaceX logo background on May 7, 2026, in Shenzhen, Guangdong Province, China. (Photo illustration by Cheng Xin/Getty Images)

SpaceX, OpenAI And Anthropic IPOs Won't 'Suck The Oxygen' Out Of Markets, Yardeni Says — But SPY, QQQ Funds May Scramble For SPCX Shares

Yardeni expects strong retail demand for the AI-3 IPOs, noting that brokers have already begun inviting clients to participate in the SpaceX offering.

<ul class="summary-bullets"><li>Sridhar also said that Bloom Energy can recover the cost of building a new factory in six months through sales.&nbsp;</li><li>The company has announced a series of large-scale AI and data center power agreements over the past few months, including an expanded partnership with Oracle in April.</li><li>BE stock has surged by more than 1,396% over the past 12 months.</li></ul>Bloom Energy Corp. (BE) is one of the stock market’s biggest winners from the artificial intelligence boom, with shares soaring more than 177% in 2026 as investors bet on surging power demand from data centers.The company, which is also a supplier to <a href="https://stocktwits.com/symbol/orcl">Oracle Corp. (ORCL)</a> and has seen an unprecedented surge in orders from hyperscalers and data centers, does not need to sell shares to meet demand, its CEO, KR Sridhar, said in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-06-01/bloom-ceo-has-no-plans-to-sell-shares-after-ai-investor-run-up">interview</a> with Bloomberg News in San Francisco on Monday.“If there is a need, obviously, we will go and raise money, but there is no reason to just go raise money for us right now,” Sridhar told Bloomberg.Sridhar also noted in the interview that Bloom Energy can recover the cost of building a new factory in six months through sales.<h2 class="st-heading-2">Bloom’s Recent AI Deals</h2>Bloom Energy has announced a series of large-scale AI and data center power agreements over the past few months, underscoring growing demand for its solutions.The company announced an expanded partnership with Oracle in April, under which it is expected to support up to 2.8 gigawatts (GW) of power capacity for Oracle's AI and cloud infrastructure, with an initial 1.2 GW already contracted and under deployment across U.S. projects.In May, Amsterdam-based AI infrastructure provider Nebius said it had partnered with Bloom Energy to deploy the latter’s fuel cell technology to help power its AI infrastructure build-out. The deal, which is expected to be rolled out in three phases over 10-year terms to provide about 250 MW of power capacity and 328 MW of installed capacity, is worth up to $2.6 billion. &nbsp;The San Jose, California-based company has estimated that it needs to spend about $100 million to $150 million for production of one GW of fuel cells, roughly equivalent to a traditional nuclear reactor.According to the Bloomberg interview, Sridhar has stated that the firm’s modular power systems can help data centers expand capacity faster while producing lower emissions than traditional gas-turbine-based solutions.<h2 class="st-heading-2">BE: Strong Outlook</h2>Bloom Energy reported strong first-quarter (Q1) 2026 results in late April, posting a surge in revenue of 130.4% year-over-year to $751.1 million, driven by a sharp increase in product revenue.The company also posted operating income of $72.2 million, compared with an operating loss in the year-ago period, while non-GAAP operating income climbed to $129.7 million.For the upcoming quarter, Bloom Energy raised the midpoint of its full-year 2026 revenue growth guidance to about 80% YoY, up from its prior forecast of about 60%.Earlier, in its fourth-quarter (Q4) 2025 results, Bloom Energy said its product backlog grew 2.5x year over year to $20 billion on surging AI data center demand.<figure class="image"><img src="https://news.stocktwits-cdn.com/Bloom_Energy_Yearly_Backlog_png_e2530d7c4c.webp" alt="Bloom_Energy_Yearly_Backlog.png" width="1600" height="1000"></figure><h2 class="st-heading-2">BE Stock Surges Past Competition</h2><a href="https://stocktwits.com/symbol/BE">Bloom Energy</a>, which designs and manufactures solid oxide fuel cell systems to generate electricity from natural gas through a chemical reaction, rather than burning the fuel, has seen a massive uptick in its price in the last year, zooming past competition.BE stock has surged more than 1,396% over 12 months. Meanwhile, <a href="https://stocktwits.com/symbol/fcel">FuelCell Energy (FCEL)</a>, which specializes in low-carbon distributed power, green hydrogen production, and carbon capture solutions, has gained more than 331% in the same time.<a href="https://stocktwits.com/symbol/plug">Plug Power Inc. (PLUG)</a>, which develops hydrogen fuel cell and electrolyzer technologies, and energy solutions, has surged 380% in the past 12 months.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260602_121917463_png_73b195fa72.webp" alt="koyfin_20260602_121917463.png" width="1600" height="1000"></figure>Despite the massive surge, retail sentiment around BE stock was in the ‘bearish’ territory on Stocktwits at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Bloom Energy (Be) logo is seen displayed on a smartphone screen. 

BE Stock Is Up Nearly 3x This Year: Bloom Energy’s AI Boom Is Funding Itself, CEO Reportedly Suggests

Bloom Energy, which has seen an unprecedented surge in orders from hyperscalers and data centers, does not need to sell shares to meet demand, CEO KR Sridhar told Bloomberg News on Monday. 

<ul class="summary-bullets"><li>Blue Origin CEO Dave Limp said New Glenn will return to flight before the end of 2026.</li><li>Limp said key infrastructure at Launch Complex 36 survived the explosion, including fuel storage systems and a New Glenn booster.</li><li>NASA Administrator Jared Isaacman clarified that his earlier comments in 2028 referred to lunar initiatives, not a forecast for New Glenn's return.</li></ul>Space stocks rebounded in overnight trading ahead of Tuesday after Blue Origin CEO Dave Limp said New Glenn would return to flight before year-end, helping calm investor fears that last week's launchpad explosion could delay the recovery timeline into 2028.The rebound was led by&nbsp;<a href="https://stocktwits.com/symbol/RKTO">Rocket One (RKTO)</a>, which surged 18% overnight.&nbsp;<a href="https://stocktwits.com/symbol/ASTS">AST SpaceMobile (ASTS)</a> gained 3%, while&nbsp;<a href="https://stocktwits.com/symbol/RKLB">Rocket Lab USA (RKLB)</a>,&nbsp;<a href="https://stocktwits.com/symbol/SIDU">Sidus Space (SIDU)</a> and&nbsp;<a href="https://stocktwits.com/symbol/LUNR">Intuitive Machines (LUNR)</a> each rose 2%.&nbsp;<a href="https://stocktwits.com/symbol/RDW">Redwire (RDW)</a> added 1%.<h2 class="st-heading-2">New Glenn Recovery Update</h2>Investors digested Limp's latest update on the condition of Blue Origin's Launch Complex 36 in Cape Canaveral, Florida, which was damaged during a New Glenn hot-fire test explosion last week. Limp shared the company's first detailed assessment of the site since the incident, saying that several critical pieces of launch infrastructure survived the blast. He added that the propellant farm, oxygen, liquid hydrogen and LNG storage tanks remain in good condition. The site's water tower also escaped damage, he said. "The big support tower is damaged, but it can be repaired in place rather than torn down and replaced," Limp&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/davill/status/2061655383610114124">said on X</a>.The company also found that the New Glenn booster, known as "Never Tell Me The Odds," and three GS-2 upper stages stored inside the integration facility appeared undamaged. Limp said Blue Origin would continue manufacturing its 7x2 vehicle configuration and shift away from its current transporter-erector system.Most importantly for investors, the CEO said that New Glenn's return-to-flight timeline remains measured in months rather than years: "We will fly again before the end of this year," Limp said.&nbsp;<h2 class="st-heading-2">NASA Clarifies Recovery Timeline</h2>Investor concerns eased after NASA chief Jared Isaacman&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/NASAAdmin/status/2061644977743007816">clarified on X</a> that his earlier reference to a 2028 recovery timeline pertained to future Moon Base and lunar missions, not a forecast for New Glenn's return to service. The NASA administrator said Blue Origin had responded "incredibly quickly" to the incident and that NASA would assist with root-cause analysis and recovery efforts.His clarification came after&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/06/01/blue-origin-launchpad-may-not-be-restored-until-2028-nasas-isaacman.html?taid=6a1e1b7f06c0a5000181219e&amp;utm_campaign=trueanthem&amp;utm_content=main&amp;utm_medium=social&amp;utm_source=twitter">CNBC reported</a> that Isaacman said launchpad restoration would take "some serious time" and that a 2028 recovery timeframe was "within the realm" of possibility, which fueled fears of a prolonged disruption at Blue Origin's only New Glenn launch site.<h2 class="st-heading-2">Why Space Stocks Are Watching New Glenn</h2>The recovery timeline is particularly important for AST SpaceMobile, which relies on launch providers to deploy its BlueBird direct-to-cell satellites. While the company has future launch agreements with Blue Origin, AST has repeatedly stressed that it is not dependent on a single launch provider and maintains launch relationships with multiple providers, including SpaceX, with New Glenn intended to complement Falcon 9 missions. Investor attention remains elevated after New Glenn's upper-stage anomaly last month resulted in the loss of AST's BlueBird 7 satellite.&nbsp;Meanwhile, Rocket Lab could benefit if customers seek alternative launch capacity during any disruption at Blue Origin, while Sidus Space and Redwire remain sensitive to changes in launch schedules and mission timelines across their satellite, manufacturing, and space infrastructure businesses. RKTO, which develops radiation-tolerant AI chips and computing hardware for satellites and defense applications, could benefit from growth in satellite deployments.The latest incident marked the second major setback for New Glenn in less than two months. Despite the issues, the rocket remains a key part of Amazon's Project Kuiper broadband constellation, NASA's Artemis lunar program and Blue Origin's effort to compete with SpaceX in the heavy-lift launch market. The FAA had only recently cleared New Glenn to resume flights following its investigation into the BlueBird 7 mission anomaly.&nbsp;&nbsp;<h2 class="st-heading-2">How Do Retail Traders Feel About Space Stocks?</h2>On Stocktwits, ASTS, SIDU and RDW had 'extremely bullish' retail sentiment, with SIDU and RDW drawing 'extremely high' message volumes and ASTS seeing 'high' chatter. RKLB, meanwhile, saw 'neutral' sentiment despite 'high' message volumes.&nbsp;ASTS and RKLB have surged 358% and 357%, respectively, over the past year, while SIDU has gained 217% and RDW is up 45%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-spacex-merger-bull-case-adds-450b/cZ0iVviRevM">Tesla Stock Dips On SpaceX Merger Fears — Retail Influencer Pitches Bull Case That Could Add $450B To Valuation&nbsp;</a>

Blue Origin's New Glenn rocket sits at Launch Complex 36 ahead of its launch from Cape Canaveral Space Force Station on November 8, 2025 in Cape Canaveral, Florida. 

ASTS, RKLB, SIDU, RDW Reverse Losses As Blue Origin CEO Vows New Glenn Return This Year — Retail Fears Ease 

Blue Origin plans to continue New Glenn manufacturing at its current pace.

<ul class="summary-bullets"><li>A Los Angeles jury convicted Andrew Left on 13 charges, finding he manipulated stocks between 2018 and 2023.&nbsp;</li><li>Citron Research criticized the jury’s decision on X, saying the case could discourage honest stock commentary.&nbsp;</li><li>In 2021, Andrew Left's bearish call on GameStop helped spark a historic short squeeze as traders piled into the stock.&nbsp;</li></ul>Andrew Left, the founder of Citron Research and the short seller who famously clashed with GameStop's retail army during the height of the 2021 "meme stock mania," has been convicted in a landmark securities fraud trial.&nbsp;<h2 class="st-heading-2">Convictions Tied To NVDA, TSLA And Other High-Profile Stocks&nbsp;</h2>A federal jury in Los Angeles convicted the 55-year-old short seller on 13 charges, finding that he ran a market manipulation scheme worth millions of dollars.&nbsp;Prosecutors said between 2018 and 2023, Left used his large social media audience to make bold stock calls while secretly making opposite trades, helping him earn more than $20 million in profits.Jurors convicted Left on counts tied to trading activity involving companies including Nvidia (NVDA), Tesla (TSLA), Cronos Group (CRON), Roku (ROKU), Palantir (PLTR), Meta Platforms (META) and American Airlines (AAL). However, they acquitted him on allegations connected to several other stocks, including Beyond Meat (BYND) and General Electric (GE).<h2 class="st-heading-2">Citron Research’s Response&nbsp;</h2>After the conviction, Citron Research took to the X platform and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CitronResearch/status/2061621727596298531">pushed back</a> against the Jury and its ruling.&nbsp;The short seller argued that the case threatens the ability of investors and market commentators to share honest opinions about stocks and added that the verdict does not mark the end of Left’s legal battle and pledged to continue challenging the outcome.“We disagree with the jury, and this does not stop here. We will keep fighting for free, honest speech and opportunity, the backbone of this country. This is not over.”Left maintained that prosecutors never proved he made false statements and said government testimony supported that point.Gordon Johnson, founder and CEO of GLJ Research, also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/GordonJohnson19/status/2061665977234846121">criticized</a> the conviction, saying that investors who bet against stocks often face greater scrutiny from regulators than those promoting bullish investment ideas.“I know a few folks who do this nearly daily - i.e., move stocks with tweets to their benefit. He was only charged b/c he's seen as focused on short-selling. The rules are different when you bet against stocks; you are held to an infinitely higher standard.”<h2 class="st-heading-2">Andrew Left’s Famous GameStop Debacle&nbsp;</h2>In January 2021, the founder of Citron Research publicly opined that GameStop (GME) shares had become detached from reality following a sharp rally. Instead of discouraging investors, his comments energized a growing wave of retail traders who viewed the stock as an opportunity to squeeze professional short sellers.What started as a debate over whether GameStop was fairly valued quickly turned into a major market event. Instead of backing off, traders on Reddit's WallStreetBets forum bought even more shares.Their goal was to force short sellers to buy back shares as prices rose, increasing their losses and pushing the stock even higher. The strategy worked, sending GameStop shares soaring and eventually forcing Left to close most of Citron's position.&nbsp;However, in 2024, Left shorted GameStop again, saying the company’s weak financial performance did not justify the high stock price driven by ‘meme-stock’mania.&nbsp;So the latest verdict and the response suggest that Left’s legal team may focus on arguments involving free speech, market commentary, and the distinction between expressing opinions and engaging in securities fraud.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-80b-fundraise-berkshire-hathaway-invests-10b-artificial-intelligence/cZ0WEfvRevi">Alphabet Announces $80B Fund Raise, Berkshire Hathaway To Invest $10B In Private Placement</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Sigma Lithium Resources shares fell 11% on Thursday after short seller report from Blue Orca Capital.

The Short Seller Who Took On GameStop Just Got Convicted Of Fraud – And Says ‘This Is Not Over’

Andrew Left, the founder of Citron Research and the short seller who famously clashed with GameStop's retail army during the height of the 2021 "meme stock mania," has been convicted in a landmark securities fraud trial.&nbsp;

Prosecutors said Andrew Left profited from misleading stock calls. 


<ul class="summary-bullets"><li>Nvidia CEO Jensen Huang made the comment at the Computex conference.</li><li>Marvell, which sells networking components, has received high interest in recent months amid the AI data center boom.</li><li>In March, Nvidia announced a $2 billion investment in Marvell.</li></ul>Marvell Technology shares&nbsp;rocketed 17% in overnight trading after Nvidia CEO Jensen Huang endorsed it as the “next trillion-dollar company” at the Computex conference in Taipei, Taiwan, on Tuesday.Huang made the remark during an onstage conversation with Marvell CEO Matthew Murphy, shortly after Murphy concluded a presentation showcasing his company’s latest technologies.To be sure, the comment was made in a lighthearted tone as Huang responded to Murphy’s congratulations on Nvidia’s slate of announcements during the opening day of Computex. Nonetheless, traders and online market observers viewed it as a strong endorsement of Marvell.<h2 class="st-heading-2">Retail Trader View On MRVL</h2>MRVL emerged as the top most-discussed stock on Stocktwits around 1 am ET on Tuesday, with an ‘extremely bullish’ retail sentiment and ‘extremely high’ message volume.Traders widely reposted Huang’s endorsement as a bullish signal for the stock, though some questioned whether the sharp gains were justified. “$MRVL This is kind of insane overnight pricing,” a trader&nbsp;<a href="https://stocktwits.com/GladEator/message/655065900">said</a>.Another&nbsp;<a href="https://stocktwits.com/aba75/message/655064935">wrote</a>: “They can just do the keynotes every couple of weeks and the stock will be$1000 by the year end.”Still, investors broadly agreed that Marvell was emerging as a key player in AI infrastructure and poised for sharp growth.The trillion-dollar market-cap club, once considered exceptionally exclusive, is becoming increasingly attainable — particularly for technology companies benefiting from the AI boom. There are currently 11 U.S.-listed companies valued at more than $1 trillion, including Big Tech giants Alphabet Inc., Tesla Inc., Apple Inc., Microsoft Corp., and Meta Platforms, Inc.&nbsp;Marvell currently has a market capitalization of about $192 billion, meaning its stock would need to gain roughly 420%, or more than fivefold, to join the trillion-dollar club.<h2 class="st-heading-2">MRVL Emerges As Key Player In AI Infra</h2>In first-quarter results issued last week, Marvell&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/l-stock-drops-in-premarket-despite-strong-q1-report-long-term-outlook-retail-turns-more-bullish/cZgi9O7ResO">said</a> its data center business now accounts for roughly 76% of total revenue, positioning the company at the center of custom silicon and high-speed interconnect technologies.&nbsp;The company, which has a wide portfolio of offerings, including networking chips, custom AI accelerators, optical and silicon photonics components, and telecom semiconductors, also raised its fiscal 2027 and 2028 expectations.&nbsp;In March, Nvidia invested $2 billion in Marvell as part of a broader partnership to integrate Marvell’s custom AI chips, networking gear, and silicon photonics technology into Nvidia’s NVLink Fusion ecosystem.&nbsp;As of the last close,&nbsp;<a href="https://stocktwits.com/symbol/MRVL">Marvell shares</a> have gained nearly 160% year-to-date, signaling strong investor interest and optimism.On Monday, Huang highlighted other Nvidia partners such as ServiceNow, CoreWeave, Palantir, and Microsoft in his presentations, leading to gains in their shares.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-s-ark-loads-up-nvda-stock-amid-pc-chip-boost-and-sold-57-m-in-amd/cZ0iNLMRevr">Cathie Wood's ARK Loads Up NVDA Stock Amid PC Chip Boost — And Sold $57M In AMD</a>&nbsp;

MRVL Stock Is Ripping Overnight After Nvidia CEO Crowns It 'Next Trillion-Dollar Company'

Marvell surged to the top of Stocktwits’ trending list early Tuesday as traders interpreted the comment as a strong endorsement of the company.

<ul class="summary-bullets"><li>Roth Capital said that Credo’s results and guidance pointed to continued healthy growth for the company.&nbsp;</li><li>Jefferies analyst Blayne Curtis also raised the price target on the company to $270 from $225 and kept a ‘Buy’ rating on the shares after its Q4 earnings.</li><li>For the fourth quarter, Credo clocked revenue of $437 million, surging 157% year-over-year and beating Wall Street estimates.</li></ul>Shares of Credo Technology Group Holding Ltd. (CRDO) slumped more than 9% in the overnight session headed into Tuesday after the company’s first-quarter guidance failed to impress investors, overshadowing the 157% growth in revenue posted for the fourth quarter (Q4).Following the earnings report, Roth Capital hiked the price target on Credo Technology to $300 from $200 and maintained a ‘Buy’ rating on the shares, indicating an upside potential of more than 32% from its previous close.Jefferies analyst Blayne Curtis also raised the price target on the company to $270 from $225 and kept a ‘Buy’ rating on the shares after its Q4 earnings beat, according to TheFly.<h2 class="st-heading-2">CRDO Stock: Wall Street Consensus</h2>Roth Capital said that Credo’s results and guidance pointed to continued healthy growth for the company, according to TheFly. The analyst said that while the first half of fiscal 2027 should continue this pattern, it expects second-half growth to accelerate sharply with the ramp of multiple newer optical products to complement the strong Active Electrical Cable position.Jefferies noted that the company's AEC investment story is still "far from over," though its Optics business is the real driver into next year and should more than double in fiscal 2028. Jefferies also views continued acceleration for Credo into FY28.<h2 class="st-heading-2">CRDO Q4 Earnings Snapshot</h2>The leader in high-speed data connections used in AI data centers posted<a href="https://stocktwits.com/news-articles/markets/equity/crdo-stock-drops-after-hours-despite-revenue-growth-earnings-beat/cZ0ii7ARevk"> Q4 results</a> in Monday’s after-hours. The company clocked revenue of $437 million, surging 157% year-over-year and beating Wall Street estimates. Earnings per share came in at $1.16, also ahead of consensus estimates of $1.03, according to Koyfin data.For the upcoming quarter, Credo forecasts revenue between $465 million and $475 million, marginally ahead of analysts’ expectations of $464.67 million as per Fiscal.ai.<h2 class="st-heading-2">CRDO: Retail Stance</h2>On Stocktwits, retail sentiment around CRDO stock jumped from ‘neutral’ to ‘extremely bullish’ over the past 24 hours, even as message volumes surged 1,556% in the same time.One user said, “...don’t fear the dip on great companies, see it as an opportunity to buy at a manufactured discount. &nbsp;There were shares available for under $195 earlier. &nbsp; Even now will seem like a bargain some day. &nbsp;This is a special set up.”<stembedurl>https://stocktwits.com/Guru4youhoo/message/655067242</stembedurl>Another bullish user said, “i still think this is worth $300. &nbsp;Holding.”<stembedurl>https://stocktwits.com/St0ck1nvest0r/message/655067689</stembedurl><a href="https://stocktwits.com/symbol/CRDO">CRDO shares</a> have rallied more than 260% in the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Credo Technology logo is displayed on a smartphone screen

CRDO Stock Tumbles After Q1 Outlook Disappoints: Why This Analyst Sees A 32% Upside

Roth Capital hiked the price target on Credo Technology to $300 from $200 and maintained a ‘Buy’ rating on the shares.

<ul class="summary-bullets"><li>SpaceX disclosed that it may issue significant equity in future transactions, fueling speculation about a Tesla merger.</li><li>Gary Black of The Future Fund blamed Tesla's Monday decline on the filing, saying it suggests that SpaceX shares could be issued and potentially used in a Tesla acquisition.</li><li>A retail poll by Tesla influencer Sawyer Merritt said that 36.5% of respondents do not plan to buy SpaceX shares at the IPO.</li></ul>Shares of Tesla, Inc. (TSLA) slipped 1% in overnight trading&nbsp;heading into Tuesday as investors weighed whether SpaceX's amended IPO filing could pave the way for future equity-funded deals, including a potential merger with Tesla, even as a retail influencer said such a deal could add a $450 billion boost to Tesla's valuation.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> ended Monday down 5% at $415.88, ranking as the second-biggest laggard in the 'Magnificent Seven' peer group.<h2 class="st-heading-2">SpaceX Amended Filing Sparks Dilution Concerns</h2>On Monday, SpaceX disclosed in an amended S-1 filing that it "may issue a significant amount of equity in connection with future transactions," fueling speculation about whether the company could eventually use its stock for acquisitions, investments, or other deals after going public. The filing comes as SpaceX prepares for what could be the largest public offering in Wall Street history. The company is reportedly preparing to begin formal marketing as early as June and could seek to raise&nbsp;up to $75 billion at a $2 trillion valuation.Gary Black, managing director of The Future Fund,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2061649046863773940">attributed</a> Tesla's Monday stock decline, despite a 0.6% gain in the Nasdaq 100, to the disclosure. Black said on X, "Look no further" than SpaceX's amended S-1 filing. Black said the filing "strongly suggests more SPCX equity will be issued," which could potentially be used to acquire Tesla. Based on his assumptions, he estimated such a merger could be 28% dilutive since SpaceX would likely command a significantly higher valuation multiple than Tesla.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2061541893058556018">separate post</a>, Black said institutional investors remain opposed to the idea of a merger: "Instit'l investors I know hate the idea of a TSLA-SPCX combo because of the dilution," he said. "Investors prefer pure plays, and not conglomerates, which nearly always gravitate to the lowest common multiple."The skepticism extends beyond analysts. In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SawyerMerritt/status/2061527864604860437">X poll</a> conducted by Tesla influencer Sawyer Merritt, 36.5% of respondents said they do not plan to buy SpaceX shares at the IPO, compared with 33% who said they intend to participate. Another 15.3% said their decision would depend on the valuation.&nbsp;<h2 class="st-heading-2">Why TSLA May Benefit From A SpaceX Merger</h2>Tesla influencer AleXandra Merz, who posts under the handle TeslaBoomerMama on X,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/TeslaBoomerMama/status/2061584950588211591">said</a> that investors misunderstand how merger-of-equals deals are typically structured: "It is not an arbitrary 'meet in the middle' of current trading prices," Merz said. "It is based on the relative fair market values."According to Merz, the exchange ratio would be negotiated so that shareholders of both companies ultimately own half of the combined business rather than simply accepting their pre-deal market caps: "The stock of the lower-valued company (whichever has the smaller market cap relative to the negotiated ratio) tends to rise ('catches up') toward the implied deal value," she said.Under her hypothetical scenario, SpaceX would enter the deal with a $2.5 trillion valuation, while Tesla would be worth $1.6 trillion. The combined entity would be valued at $4.1 trillion, with ownership split evenly between the two shareholder groups. This would imply a valuation of $2.05 trillion for each side of the deal, suggesting that Tesla's market value could rise by $450 billion from the assumed starting point.Merz also backed a similar view from Emmet Peppers, founder of Good Soil Investment Management, who&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/EmmetPeppers/status/2061596417932874031">said on X</a> that Tesla could "almost immediately" move toward a $2.05 trillion valuation under the merger scenario, with Tesla and SpaceX eventually trading largely in tandem until the deal closed. Merz pointed to previous merger-of-equals deals such as Dow-DuPont and CBS-Viacom, saying that markets typically reprice both companies toward the announced exchange ratio after a deal is unveiled.<h2 class="st-heading-2">How Do Retail Traders Feel About TSLA And SpaceX?</h2>On Stocktwits, retail sentiment for TSLA was 'bearish' with 'normal' message volume, while sentiment for SpaceX remained 'bullish' amid 'extremely high' chatter.&nbsp;One user&nbsp;<a href="https://stocktwits.com/Barbadak/message/655043043">said</a>, “<a href="https://stocktwits.com/symbol/TSLA">$TSLA</a> SpaceX will keep bleeding in the next 12 months until it finds the absolute bottom. This is where you buy folks!&nbsp; Mark my words!”<stembedurl>https://stocktwits.com/Barbadak/message/655043043</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/theKINGofREGARDS/message/655018004">speculated</a>, “They will announce TSLA rolling into SpaceX this week. With anthropic in the mix they need to sweeten to road pitch.”<stembedurl>https://stocktwits.com/theKINGofREGARDS/message/655018004</stembedurl>So far this year, TSLA stock has lagged its “Magnificent Seven” peers, making it the group’s second-worst performer, down 8%.&nbsp;&nbsp;&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-stock-insiders-cash-out-18m-after-record-highs/cZ0iNg9RevA">RKLB Stock Suffers Worst Selloff In 2 Years — President, COO, Other Insiders Cashed Out $18M After Record Highs&nbsp;</a>

SpaceX and Tesla founder Elon Musk speaks during an America PAC town hall on October 26, 2024 in Lancaster, Pennsylvania.  (Photo by Samuel Corum/Getty Images)

Tesla Stock Dips On SpaceX Merger Fears — Retail Influencer Pitches Bull Case That Could Add $450B To Valuation

Tesla influencer AleXandra Merz said that a 50/50 SpaceX-Tesla merger could revalue Tesla from $1.6 trillion to $2.05 trillion.

<ul class="summary-bullets"><li>MGM’s largest shareholder, People Inc., offered $48.30 per share in cash to buy the remaining shares in the casino operator.&nbsp;</li><li>Stifel says People’s offer undervalues MGM, with the stock trading above the bid price.&nbsp;</li><li>Stifel previously valued MGM at $50–$55 per share after the Caesars deal and believes MGM’s board could reject the current offer.</li></ul>MGM Resorts International (MGM) stock is drawing attention after People (IAC) 's takeover offer sparked debate among analysts, with Stifel suggesting the proposal may not fully reflect MGM’s value.&nbsp;On Monday, media legend Barry Diller’s People Inc. (IAC), which is also MGM’s largest shareholder, submitted a proposal to acquire the casino operator’s remaining publicly held shares for $48.30 each in cash and remove the company from public markets.<h2 class="st-heading-2">Stifel Feels MGM Offer Undervalued</h2>Stifel thinks the initial offer is too low for MGM, noting that the stock is trading above the bid price, which suggests investors expect a higher offer. However, the firm says it is hard to find another buyer who could make a better bid.&nbsp;According to the analysis, few strategic buyers appear capable of mounting a competing acquisition, particularly given People Inc.’s existing influence through its 26% voting stake.So, instead of launching competing bids, private-equity groups could choose to participate alongside People if negotiations advance, said Stifel.Stifel pointed to its earlier assessment following the announcement of the acquisition of Caesars Entertainment (CZR) by Fertitta Entertainment. At that time, the firm argued MGM’s equity value could reasonably fall within a range of roughly $50 to $55 per share.&nbsp;Based on its valuation estimates, Stifel believes MGM’s board may turn down the initial offer and push for a higher price before agreeing to any deal. The firm also maintained its ‘Buy’ rating on the stock.&nbsp;<a href="https://stocktwits.com/symbol/MGM">MGM Resorts’ stock</a> edged 0.7% lower overnight on Monday, after rallying to a year-high of $51.56 in the regular session. MGM also posted the strongest gain among S&amp;P 500 stocks to begin June.&nbsp;<h2 class="st-heading-2">Truist Sees Benefits In MGM Buyout&nbsp;</h2>In a separate note, Truist analyst Barry Jonas explained that full ownership of MGM could simplify the investment story for People Inc. and address long-standing investor questions about the company's indirect exposure to the casino operator.Truist believes MGM could perform better as a private company. Without the pressure of delivering short-term results to public investors, management may have more freedom to focus on long-term plans and growth.&nbsp;Despite identifying potential advantages, the firm cautioned that a privatized MGM could face scrutiny over reduced public disclosures.MGM controls some of the most recognizable properties on the Las Vegas Strip, including Bellagio, MGM Grand and Mandalay Bay. The company also maintains a sizable presence in digital wagering through BetMGM, its sports betting and online gaming venture.&nbsp;Investors increasingly view these assets as strategically valuable as demand for entertainment, gaming and destination travel continues to grow.<h2 class="st-heading-2">MGM Retail Traders View&nbsp;</h2>On Stocktwits, retail sentiment around the stock&nbsp;rose to ‘extremely bullish’ from ‘bullish’ the previous day.&nbsp;A user&nbsp;<a href="https://stocktwits.com/jeeperz/message/654968719">said</a>, “Entain owns 50% of MGM's most compelling digital platform, betMGM in the USA. If this takeover deal closes, People will have the cleanest shot of taking over Entain if they want to, and massively uplevel the digital biz of MGM globaly if they do.”Another user wondered, “So now that is $50… does that mean they gotta increase it further to entice a sale?”&nbsp;MGM stock has gained nearly 39% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spce-bb-hpe-stocks-hit-52-week-highs-today-what-s-driving-the-surge/cZ0ikgaRev8">SPCE, BB, HPE Stocks Hit 52-Week Highs Today: What's Driving The Surge?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Luxor Hotel and Casino on the Las Vegas Strip is seen in Las Vegas, Nevada.

MGM Stock Is Already Trading Above Barry Diller's $48.30 Bid — Analyst Says Board Should Ask For Even More

MGM Resorts International (MGM) stock is drawing attention after People (IAC) 's takeover offer sparked debate among analysts, with Stifel suggesting the proposal may not fully reflect MGM’s value.&nbsp;

While Stifel says MGM’s buyout offer is too low and could be raised, Truist sees benefits from private ownership. 


<ul class="summary-bullets"><li>AMC stock jumped more than 22% after it reported its highest domestic and global attendance in May since 2019.</li><li>FLNC shares soared by over 43% after the company was named the exclusive energy storage partner in a new AI factory reference architecture developed by Nvidia.</li><li>HUBC stock rallied more than 97% after reporting significant ownership activity among major shareholders.</li></ul>Shares of AMC Entertainment Holdings Inc. (AMC), Hub Cyber Security Ltd. (HUBC), and Fluence Energy Inc. (FLNC) surged, ending as major winners across U.S. markets on Monday amid a mix of improving business fundamentals, AI infrastructure optimism, and institutional activity.AMC stock soared more than 22% after it revealed strong footfall in May. Meanwhile, FLNC stock rallied more than 43% after the company landed a key role in Nvidia’s latest AI data center initiative. HUBC shares nearly doubled in a single day amid significant shareholder activity.<h2 class="st-heading-2">AMC Jumps On Strongest May Attendance Since 2019</h2>AMC Entertainment shares posted their steepest climb in more than a year after the theater chain <a href="https://stocktwits.com/news-articles/markets/equity/amc-stock-soars-amid-record-breaking-may-theatre-traffic/cZ0WGcIRev7">reported</a> its highest domestic and global attendance in May since 2019.The company said that it had welcomed 25.5 million guests across AMC Theatres and ODEON Cinemas locations during the month and recorded more than 4.2 million moviegoers during the Memorial Day holiday period.CEO Adam Aron attributed the strong turnout to a healthy film slate that combined blockbuster franchises with successful new releases. Aron also expressed confidence for the rest of 2026, citing upcoming releases including Toy Story 5, Supergirl, and Minions &amp; Monsters.The attendance milestone adds to signs of a broader recovery for AMC. The company has also made progress in reducing financial pressure through debt refinancings, debt-for-equity exchanges, and maturity extensions, helping to improve flexibility as box-office trends continue to recover.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AMC">AMC stock</a> improved from ‘bullish’ to ‘extremely bullish’ territory and message volumes jumped to ‘high’ from ‘normal’ levels. The company’s shares have gained 31.68% so far in 2026.<h2 class="st-heading-2">Fluence Energy Surges On Nvidia AI Data Center Partnership</h2>Shares of Fluence Energy recorded their strongest trading day on record ever after the company was named the exclusive energy storage partner in a new AI factory reference architecture developed by Nvidia Corp. (NVDA) and Siemens for data centers powered by Nvidia’s Vera Rubin platform.Under the partnership, Fluence will provide its SmartStack battery energy storage system to support backup power, grid services, demand response, and load-smoothing capabilities for AI-focused data centers.“Our Smartstack platform is central to this new architecture, transforming the grid into an accelerator for compute,” CEO Jeff Monday said.While the agreement does not include immediate revenue commitments, investors viewed the announcement as positioning Fluence to benefit from accelerating investment in AI infrastructure and power-hungry data centers.Canaccord Genuity reiterated its ‘Buy’ rating on the stock and maintained a $28 price target following the announcement, while retail interest <a href="https://stocktwits.com/news-articles/markets/equity/flnc-stock-extends-rally-overnight-on-nvidia-partnership-retail-calls-it-next-bloom-energy/cZ0ijovRevN">exploded</a>, with message volumes surging more than 30,300% over the past 24 hours on Stocktwits. Sentiment jumped from ‘bearish’ to ‘extremely bullish’ territory.<a href="https://stocktwits.com/symbol/flnc">FLNC stock</a> has surged more than 511% in the past 12 months.<h2 class="st-heading-2">Hub Cyber Security Gains On Shareholder Activity</h2>Shares of Hub Cyber Security surged more than 97% on Monday, extending last week's massive rally amid significant ownership activity among major shareholders that appeared to boost investor sentiment.A filing with the Securities and Exchange Commission (SEC) showed that HRT Financial LP, a majority shareholder of the company, both purchased and sold shares in recent sessions. The firm acquired 599,115 shares on May 28 at $0.12 per share, then sold 237,085 shares on May 29 at $0.45 per share.Separately, another SEC filing disclosed that MBOYC Holdings LLC owns 150,000 ordinary shares of Hub Cyber Security, representing an 11.7% stake in the company as of June 1.Last week, California-based investor Andre Wang reported a 15.6% stake in the company, and Arizona-based investors Tyler Kent White and Jon Matthew Walden reported a 35.1% and 9.9% stake, respectively, in Hub Cyber Security. All three investors reported sole voting and dispositive power over their holdings.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/hubc">HUBC shares</a> was in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes. The stock has lost almost all its value in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising stock market chart on a trading board background. (Source: Getty Images)

AMC, FLNC, HUBC Stocks Emerge Among Top Daily Gainers: What Fueled The Rally?

AMC Entertainment, Fluence Energy, and Hub Cyber Security were among the market’s top gainers on Monday, posting double-digit growth. 

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Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is facing significant downward pressure and intense community debate following recent selling activity by MicroStrategy, leaving investors divided between those viewing this as a healthy shakeout and those fearing a long-term breakdown. While some traders are bracing for lower support levels, others remain committed to the long-term outlook, highlighting a sharp contrast between bearish sentiment regarding short-term volatility and conviction in the asset's underlying cycle.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is facing significant downward pressure as market sentiment reacts to competitive hardware announcements and concerns over institutional rotation, with the community actively debating whether the dip represents a buying opportunity or a deeper correction. Despite recent volatility, investors are heavily focused on upcoming corporate presentations and potential strategic partnerships to serve as the next major catalyst for a recovery.

Virgin Galactic Holdings, Inc. is an aerospace and space travel company, which engages in the provision of consumer space experience using reusable spaceflight systems. The firm is also involved in designing, developing, and manufacturing, ground and flight testing, spaceflight operation, and post-flight maintenance of spaceflight systems. The company was founded on May 5, 2017 and is headquartered in Tustin, CA.

Virgin Galactic Holdings Inc - Ordinary Shares - Class A

Virgin Galactic Holdings Inc

Virgin Galactic is experiencing intense trading activity as retail investors flock to the stock, largely fueled by speculative enthusiasm surrounding the upcoming SpaceX IPO. Community members are actively debating the stock's potential for a massive short squeeze, with many ignoring fundamental concerns to focus on high volume and momentum while bears warn of inevitable dilution and lack of long-term viability.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is experiencing significant volatility as investors digest a solid earnings report and raised forward guidance against the backdrop of an extended rally. The community is actively debating the stock's valuation, with bullish sentiment driven by strong demand for AI infrastructure and networking, while bears highlight concerns over price-to-earnings expansion and potential profit-taking.

Strategy, Inc. is a Bitcoin Treasury company. The firm has adopted Bitcoin as a primary treasury reserve asset. It uses proceeds from equity and debt financing, as well as cash flows from operations, to strategically accumulate Bitcoin and advocate for its role as digital capital. Its treasury strategy is designed to provide investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed-income instruments. It provides industry AI-powered enterprise analytics software. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending as investors intensely debate the company's decision to sell a small portion of its Bitcoin holdings to fund preferred stock dividends. The community remains deeply divided, with bulls viewing the move as a strategic liquidity play, while bears argue it signals a shift away from the company's core 'never-sell' strategy and heightens concerns about the sustainability of its financial model.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending as investors rally around the company's expanding AI server portfolio and new partnerships, particularly following strong industry results from peers like HPE and Dell. Community discussions are heavily focused on the stock's significant short interest and the potential for a major price breakout, with many market participants viewing current demand for energy-efficient data center infrastructure as a long-term catalyst.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing heightened volatility and selling pressure as investors speculate on a potential rotation of capital into the highly anticipated upcoming SpaceX IPO. The community remains deeply divided, with bulls pointing to long-term robotics and AI potential while bears express concern over the company's valuation and the potential impact of corporate structural changes.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is gaining momentum as investors anticipate strong earnings and bullish sentiment driven by its role in AI infrastructure, specifically custom silicon and networking backbones. Community discourse is heavily focused on the company's strategic positioning within the AI supply chain and potential breakout patterns leading into the upcoming report.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP 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

AST SpaceMobile is seeing high engagement as investors react to a temporary space-sector pullback triggered by Blue Origin launch delays, despite the company's launcher-agnostic satellite program remaining on track for mid-June launches. Community sentiment remains largely bullish, focusing on upcoming commercial milestones, strong institutional backing, and the broader momentum building ahead of the highly anticipated SpaceX IPO.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors digest a massive $80 billion equity capital raise and a $10 billion private placement from Berkshire Hathaway, both aimed at funding an aggressive expansion in AI infrastructure. Community sentiment remains polarized, with many debating whether the dilution is a necessary move to secure a long-term lead in the AI arms race or a signal that AI development has become an unsustainable cash-intensive burden.

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