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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

Analyst upgrades, led by Goldman Sachs Buy rating on Palantirs sovereign-AI and customized-software opportunities, are a key focus alongside the stocks breakout to new highs. Bulls celebrate the momentum and speculate about a short squeeze, while skeptics point to the stretched valuation and risk of a pullback.

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

Modernas Nasdaq-100 inclusion and expected index-fund buying, alongside a reported NIH push to accelerate cancer vaccines, are driving attention; traders also point to the companys Merck-partnered personalized melanoma vaccine. Bulls welcome the momentum and oncology prospects, while skeptics argue the rally may be driven by index flows and short covering and question whether the valuation can hold.

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 planned acquisition of low-band spectrum has intensified concerns that Starlink could become a stronger competitor to AST SpaceMobile, contributing to a sharp selloff. Traders are divided: bears see a threat to ASTSs business, while bulls argue its carrier-partner model and access to operators spectrum remain differentiators; CEO Abel Avellan pushed back on the competitive concerns.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

NVAXs sharp rally is being linked to broader vaccine-sector strength after an NIH cancer-vaccine initiative lifted Moderna, while traders also focused on EU authorization of Sanofis Phase 3 COVID-flu combination trial and its potential milestone for Novavax. Many expect short-covering to amplify the move, but others question its durability and dismiss speculation about a Russian outbreak as unverified.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts launch of Microsoft-Decision-1, a specialized AI model for fast automated decisions, is drawing attention as shares push toward a record close. Traders are celebrating the breakout and AI momentum, while skeptics question whether the rally is justified and warn of an overextended valuation.

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

Hims & Hers shares surged as traders revisited the potential peptide opportunity, including speculation about regulatory access, alongside a broader rally in biotech and pharma names. Bulls viewed the move as a possible breakout or short-covering rally, while skeptics saw another short-lived pop in the stocks prolonged trading range.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflakes stronger-than-expected quarterly results and raised outlook, with AI demand cited as boosting data-platform consumption, drove a sharp rally and continued focus on the stock. Traders are divided between expecting further gains and warning that the valuation is stretched, with some pointing to profit-taking after the earnings surge.

The Mosaic Co. engages in the production and marketing of concentrated phosphate and potash crop nutrients. It operates through the following segments: Phosphates, Potash, and Mosaic Fertilizantes. The Phosphates segment is involved in the ownership and operation of mines and production facilities which produce concentrated phosphate crop nutrients and phosphate-based animal feed ingredients, and processing plants which produce concentrated phosphate crop nutrients. The Potash segment includes mining, processing, and selling potash. The Mosaic Fertilizantes segment focuses on mines, chemical plants, crop nutrient blending and bagging facilities, port terminals, and warehouses. The company was founded on March 25, 2004 and is headquartered in Tampa, FL.

Mosaic Company

Mosaic is drawing attention after a steep selloff to multi-year lows, with traders pointing to weak results, high sulfur and other input costs, and phosphate production curtailments as pressure on margins. Some see fertilizer supply disruptions as a potential longer-term tailwind, but others question whether higher fertilizer prices can offset costs and weigh on farmer demand.

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 strong advance toward a 52-week high and breakout momentum are driving attention, with traders anticipating a possible short or options-driven squeeze. Excitement over potential gamma effects and rumored Ryan Cohen or Roaring Kitty developments is countered by skepticism that the rally lacks a confirmed catalyst and could fade or face dilution.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

SpaceXs agreement to acquire Grain Managements 800 MHz spectrum portfolio has fueled fears that Starlink could become a direct wireless competitor, accompanying a sharp selloff in T-Mobile shares. Traders are divided between viewing the reaction as an overreaction given the infrastructure and capacity required to compete, and warning that SpaceX could pose a longer-term competitive threat.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

Tesla Inc

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New ETF $CHIP off to a very strong start &amp; so few followers so far. Great &amp; timely concept too…

REX AI Chipmakong ETF, Ticker $CHIP, launches tomorrow.

$CHIP invests in the picks &amp; shovels of the chip designers.

Machinery used to build silicon wafers.

Assembly work improving speed and power efficiency.

Testing and validation tools.

Taking a good look at this one.

Here are some of the possible holdings…

$522 HK  
$8035 JP
$ASML 
$AMAT 
$TER 
$KLAC 

Etc…

StockTwits for iOS

REX AI Chipmaking ETF

ASML Holding NV

Applied Materials Inc.

Teradyne, Inc.

KLA Corp.

Phil Pearlman

 off to a very strong start & so few followers so far. Great & timely concept too…