Semi Mania's Broadcom Problem; World's Smartest Banker To Pitch SpaceX; Japan Risk To AI Trade

Stock Of The Day: Is The Marvell Technology Rally Over?

Marvell Technology shares have become overbought. Some traders will wait for a reversal to start before taking a position.read more...

Jensen Huang Just Made a Massive Promise to Nvidia Investors

Key PointsNvidia's CEO pledged to return at least 50% of free cash flow to its shareholders...

Jack Daniel's BlackBerry Is Flying Off Shelves, Brown-Forman Says

Brown-Forman stock ticks up on Q4 revenue beat, but warns of a challenging fiscal 2027 ahead. Check the latest outlook and price action.read more...

<ul class="summary-bullets"><li>The core Instagram app will remain free, with Instagram Plus serving as an optional paid upgrade.</li><li>Subscribers gain access to enhanced story tools, including the ability to see how many times a story was rewatched.</li><li>The new tier allows users to select custom app icons, use unique bio fonts, pin up to six posts.</li></ul>Meta announced Thursday the global rollout of "Instagram Plus," a new subscription service that introduces a suite of exclusive tools, customization options, and advanced analytics to the popular social media platform.The company emphasized that the standard Instagram experience users currently access will remain completely free. Instagram Plus is positioned strictly as an optional upgrade for users seeking greater control over their feeds, deeper insights into their audience engagement, and enhanced aesthetic customization."Instagram Plus offers exclusive features to help you express yourself, connect deeper with friends, and customize your experience in new ways," the company said in its announcement.<a href="https://stocktwits.com/symbol/META">Meta shares</a> gained nearly 1% on Thursday following the announcement.&nbsp;<h2 class="st-heading-2">Instagram Plus features</h2>The premium tier features are divided into three primary categories focused on social connection, analytics, and profile personalization.To help users connect with their close circles, the platform is introducing "Multiple Story Audiences," allowing subscribers to segment their viewers into custom lists beyond the existing "Close Friends" feature. Subscribers can also utilize "Story Spotlight" to prioritize their posts in friends' feeds, extend the lifespan of their stories from 24 to 48 hours, and send animated "Super Hearts."For creators and users who track engagement, Instagram Plus provides the highly requested algorithmic transparency tools. Subscribers can now access "Story Rewatch Insights" to see how many times their stories have been viewed repeatedly, use a search bar to instantly scan their viewer lists for specific users, and preview others' stories without immediately triggering a view receipt.Aesthetically, the paid tier opens up new visual customization options. Users can choose custom app icons designed by prominent creators, apply unique fonts to their bio profiles, and double their profile pin limit from three posts to six. Additionally, a new "Post Directly to Profile" feature allows subscribers to archive photos directly to their grid or highlights without blasting the update into their followers' main home feeds.The service is rolling out globally, effective immediately, with Meta promising that additional premium features will be added to the subscription tier over the coming months. Meta did not immediately disclose regional monthly pricing for the new service.<h2 class="st-heading-2">Meta Retail View&nbsp;</h2>Retail sentiment on Stocktwits was “bullish” with “high” message volumes on Thursday. Retail message chatter on Stocktwits has soared 70% over the past 30 days and over 200% over the past three months.&nbsp;While SPY and QQQ ETFs, which include Meta as one of the top holdings, had an overall "bullish" retail sentiment.&nbsp;META stock has lost close to 5% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of the Instagram app can be seen through a magnifying glass on the display of a smartphone on February 19, 2025. (Photo by Matthias Balk/picture alliance via Getty Images)

META Launches Instagram Plus As A New Subscription Service — Stock Gains

Meta announced Thursday the global rollout of "Instagram Plus," a new subscription service that introduces a suite of exclusive tools, customization options, and advanced analytics to the popular social media platform.

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Meta’s Instagram has launched "Instagram Plus," a premium subscription service offering exclusive customization, deeper story insights, and advanced sharing controls.

CRWD Q1 Earnings Surpass Estimates on ARR Strength, AI Demand

CrowdStrike tops Q1 estimates as ARR growth, strong customer adoption and AI-driven demand boost results and outlook.

These Emerging Companies Are Chasing Billion-Dollar Opportunities

The convergence of national security priorities, artificial intelligence expansion, energy infrastructure demands, and space commercialization is creating opportunities for smaller public companies to establish footholds in markets that could ultimately reach hundreds of billions of dollars in value over the coming decade. $BLIS, $XERI, $STI, $STI, $CXAI, $SBEV, $FJET

Michael Saylor's $10 Billion Bitcoin Hole: What Does Strategy Do Now?

Strategy Inc. (NASDAQ:MSTR) is facing renewed scrutiny as the company faces an unprecedented $10 billion unrealized loss on its Bitcoin read more...

<ul class="summary-bullets"><li>SpaceX plans to raise $75 billion at $135 per share, valuing the company at $1.77 trillion, or more than $1.8 trillion on a fully diluted basis.</li><li>Tesla influencer AleXandra Merz said that the IPO is only one step in SpaceX's funding journey, citing estimates of $235 billion in capital needs through 2030.</li><li>Satellite communications analyst Tim Farrar revived the view that 'betting against space' has often been the more rational trade.</li></ul>Space stocks extended their selloff overnight heading into Wednesday as investors weighed growing bearish interest around SpaceX's blockbuster IPO and mounting questions over its $1.8 trillion valuation.The weakness followed a brutal Wednesday session that saw shares of&nbsp;<a href="https://stocktwits.com/symbol/ASTS">AST SpaceMobile (ASTS)</a>,&nbsp;<a href="https://stocktwits.com/symbol/RKLB">Rocket Lab (RKLB)</a>,&nbsp;<a href="https://stocktwits.com/symbol/SPCE">Virgin Galactic (SPCE)</a> and&nbsp;<a href="https://stocktwits.com/symbol/RDW">Redwire (RDW)</a>, among other space stocks, all plunge up to 15%. In overnight trading, ASTS and RKLB each fell about 2%, RDW declined 3%, and SPCE sank 6%.&nbsp;<h2 class="st-heading-2">How Big Can SpaceX's IPO Get?</h2>According to SpaceX’s filing with the U.S. Securities and Exchange Commission (SEC) late Wednesday, the company plans to sell 555.6 million shares at $135 per share, raising $75 billion and valuing the company at $1.77 trillion. On a fully diluted basis, the valuation exceeds $1.8 trillion. The company is expected to begin formally marketing the deal on Thursday ahead of a June 11 share sale and a trading debut the next day.The scale of the offering could grow further if investor demand proves strong. Tesla influencer Sawyer Merritt&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SawyerMerritt/status/2062279384996717037">noted on X</a> that full exercise of the IPO's overallotment option could increase the value of shares sold by $11.25 billion. "If demand for SpaceX stock is strong enough with this IPO, the company says it could raise upwards of $85.7 billion," Merritt said.&nbsp;The initial IPO filing had ignited a brief rally among space stocks after SpaceX called the sector’s opportunity as the "largest actionable total addressable market in human history," estimating a $28.5 trillion market spanning launch services, Starlink connectivity, direct-to-cell communications and AI infrastructure.&nbsp;<h2 class="st-heading-2">Why SpaceX May Need More Capital</h2>While much of the market has focused on SpaceX’s valuation, 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/2062329488961376400">said</a> that the $75 billion to $83 billion raise would provide financial flexibility, but added that SpaceX's plans for Starlink expansion, Starship development and AI infrastructure point to funding needs that extend far beyond a single capital raise.Merz noted that SpaceX already carries debt estimated at $29 billion and highlighted estimates circulating among investors that place the company's capital requirements at $235 billion through 2030: "This is normal for a company still in heavy build mode," she wrote. "It just means the IPO is an important milestone, not the end of the funding journey."Merz also flagged a larger retail allocation than is typical for a major IPO. However, she cautioned that participation would still depend on brokerage relationships, allocation availability, account minimums and confirmation requirements. She said: "Many will likely be disappointed with their actual allotment on June 12 — just putting that out there to help manage expectations."&nbsp;<h2 class="st-heading-2">SpaceX Bears Circle The IPO</h2>While Wall Street's biggest banks secured roles on the IPO, one notable name was missing from the underwriting syndicate: Jefferies Financial Group. According&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-06-03/shorting-spacex-jefferies-becomes-go-to-bank-after-missing-ipo">to</a> Bloomberg, hedge funds interested in betting against SpaceX after its public debut have approached Jefferies to explore potential short-selling opportunities. Jefferies' absence from the underwriting group has reportedly left the firm uniquely positioned to facilitate bearish trades once shares begin trading.The discussion around potential short bets prompted satellite communications analyst Tim Farrar to revive a bear thesis: "'Betting against space' has often been the most rational approach until the last few years," Farrar&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/TMFAssociates/status/2062236560628850725">said on X</a>."Why do you think Musk wanted to have 'the first constellation not to go bankrupt'?" Farrar said, referencing a 2021&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/1359024384200101888">X post</a> in which Musk acknowledged the financial risks facing Starlink. "SpaceX needs to pass through a deep chasm of negative cash flow over the next year or so to make Starlink financially viable," Musk said at the time. "Every new satellite constellation in history has gone bankrupt. We hope to be the first that does not."<h2 class="st-heading-2">Warning On SpaceX Valuation</h2>Short seller Jim Chanos, the founder of Kynikos Associates who gained prominence after predicting Enron's collapse,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RealJimChanos/status/2062242619099361642">dismissed on X</a> the comparisons between SpaceX and Amazon's early years.&nbsp;He noted that Amazon was valued at $19 billion at the end of 2005, or about 2x revenue and 30x trailing earnings before interest, taxes, depreciation and amortization (EBITDA), arguing that investors were assigning little value to its future businesses. "SpaceX's expected valuation is literally the opposite of that situation," Chanos said.&nbsp;&nbsp;<h2 class="st-heading-2">How Do Retail Traders Feel About Space Stocks?</h2>On Stocktwits, retail sentiment toward SpaceX, ASTS and RDW was 'bullish', with 'extremely high' message volume for SpaceX and 'high' for ASTS and RDW. RKLB also carried a 'bullish' sentiment rating, though message volume was 'normal'. SPCE stood out with 'extremely bullish' sentiment and 'extremely high' message volume.&nbsp;Over the past year, ASTS has surged 328%, RKLB has jumped 329%, RDW has gained 25%, and SPCE has advanced 32%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rivn-stock-eyes-10th-straight-day-of-gains-cfo-teases-more-licensing-deals-ahead-of-r2-deliveries/cZ0jQDhReUa">RIVN Stock Eyes 10th Straight Day Of Gains — CFO Teases More Licensing Deals Ahead Of R2 Deliveries&nbsp;</a>

The SpaceX logo is displayed on the screen of a smartphone placed on a reflective surface onto which a space illustration is projected on June 2, 2026. (Photo by Samuel Boivin/NurPhoto via Getty Images)

ASTS, RKLB, SPCE, RDW Stocks Extend Selloff Overnight — Analyst Backs 'Betting Against Space' Trade As Jefferies Courts SpaceX Bears 

Hedge funds seeking bearish bets on SpaceX have reportedly approached Jefferies, which was absent from the IPO's underwriting lineup.

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lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon shares are gaining momentum following the resolution of a board proxy fight with founder Chip Wilson, which investors view as a positive step toward stabilizing governance and refocusing on growth. The community is actively debating whether the stock is now a deep-value play for a long-term turnaround or if persistent retail headwinds and valuation concerns will keep the price suppressed heading into upcoming earnings.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is experiencing significant volatility and a prolonged losing streak as investors express frustration over lackluster price performance and ongoing insider selling, despite an upcoming annual shareholder meeting. Community sentiment is deeply divided, with many calling for a change in management or aggressive share buybacks, while others view current price levels as a potential value opportunity ahead of the company's long-term earnings growth potential.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is currently trending as investors navigate a volatile period of warrant-related selling ahead of the final redemption deadline. The community remains focused on the company's long-term potential as a data infrastructure player, drawing strength from high-profile partnerships and a significant backlog, while tracking its performance within the broader, highly-active space sector.

Keel Infrastructure Corp. engages in building artificial intelligence focused data centers and energy assets. It focuses on infrastructure and energy required to support high-performance computing and artificial intelligence workloads. The company was founded on April 1, 2026 and is headquartered in New York, NY.

Keel Infrastructure Corp.

Keel Infrastructure Corp

Keel Infrastructure is experiencing intense community focus following the announcement of a $350 million convertible senior notes offering, which has sparked a polarized debate over potential share dilution versus the necessity of funding for upcoming data center projects. While some investors are expressing frustration over the management's previous guidance on cash needs, many others are viewing the resulting price volatility as a strategic 'dip-buying' opportunity, betting that the funding is a precursor to imminent lease or contract announcements.

DocuSign, Inc. engages in the provision of cloud-based electronic signature solutions, which helps companies and individuals securely collect information, automate data workflows, and sign anything. The firm automates manual and paper-based processes allowing users to manage all aspects of documented business transactions including identity management, authentication, digital signature, forms and data collection, collaboration, workflow automation, and storage. Its products include eSignature, CLM, Gen for Salesforce, Document Generation, Standards-Based Signatures, Notary and Web Forms. The company was founded by Thomas H. Gonser and Court Lorenzini in 2003 and is headquartered in San Francisco, CA.

DocuSign Inc

DocuSign is facing significant selling pressure as investors weigh concerns about AI-driven disruption and slowing top-line growth against its role as a mature, profitable enterprise SaaS platform. The community is actively debating the stock's long-term viability, with many closely watching for potential share buybacks, M&A interest, and management's success in leveraging its new AI-native Intelligent Agreement Management platform.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is experiencing heightened volatility and intense social media discussion following a Texas Attorney General investigation into the marketing of its high-caffeine products to minors. While some investors are concerned about potential regulatory headwinds and sector scrutiny, a vocal segment of the community views the dip as a prime buying opportunity, citing strong underlying fundamentals, market share growth, and insider confidence as reasons to hold.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik Inc. is seeing intense community debate following strong quarterly financial results that beat guided metrics, though the stock has struggled to maintain momentum due to broader sector-wide volatility and ongoing concerns regarding insider selling. While investors are optimistic about the company's long-term potential in data security and AI resilience, market sentiment remains cautious as traders weigh these fundamental improvements against persistent downward pressure on cybersecurity equities.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is capturing market attention as investors weigh its unique NRC-certified SMR technology against broader nuclear sector volatility and ongoing discussions regarding its commercial pipeline. Community sentiment is deeply divided, with some traders focused on potential breakout catalysts and institutional interest in nuclear-powered AI data centers, while others remain skeptical due to execution concerns and the stock's recent price fluctuations.

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

Chipotle is facing intense downward pressure and fresh 52-week lows, fueled by investor frustration over portion sizes, pricing strategy, and leadership performance. While some bargain hunters are looking for an entry point, others are skeptical, with many in the community debating whether the brands value proposition still holds up against sector competitors.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is facing intense scrutiny and community frustration as investors debate its dual focus on cryptocurrency and data center infrastructure, particularly regarding the delayed monetization of its Helios campus. While some shareholders anticipate a breakout driven by institutional adoption and potential Russell index inclusion, many are actively vocalizing dissatisfaction with leadership and the stock's tendency to underperform relative to specialized data center peers.

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