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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

Palantir is surging following a blowout quarterly earnings report that featured massive revenue growth and significantly raised full-year guidance, driven by a surge in demand for its U.S. commercial AI business. The community is actively celebrating the strong execution and explosive growth, with many investors mocking previous bear cases and debating the stock's potential to continue its momentum toward higher price levels.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is facing significant downward pressure as market sentiment remains cautious toward Chinese EV stocks, despite strong delivery figures and ongoing expansion into robotics and international markets. Investors are actively debating whether current valuation levels represent an undervalued entry point for an AI-focused mobility company or a reflection of persistent market manipulation and geopolitical risks.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Luxembourg.

Spotify Technology S.A.

Spotify Technology (SPOT) is attracting significant investor attention ahead of its quarterly earnings release as the community weighs strong user base metrics against ongoing concerns regarding operating margins and ad revenue growth. Traders are actively debating whether recent AI-driven feature integrations and potential price increases will serve as catalysts for a breakout or if the stock remains susceptible to volatility following mixed guidance trends in the broader tech sector.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical is drawing significant investor interest as the community anticipates upcoming clinical data, particularly regarding the combination of Alpha DaRT with Keytruda. Investors are actively discussing the stock's strong clinical pipeline, institutional backing, and the potential for a major valuation re-rating as these oncology catalysts unfold.

ProShares Trust II - ProShares UltraShort Bloomberg Crude Oil -2x Shares

ProShares UltraShort Bloomberg Crude Oil

SCO is seeing active trading as market participants weigh conflicting headlines regarding potential de-escalation in the Middle East and the volatility of crude oil supplies. Investors are closely monitoring geopolitical developments at the Strait of Hormuz, with community discussion centered on whether current price levels offer a tactical entry point or if the product's inherent decay makes it unsuitable for holding through ongoing volatility.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is experiencing significant volatility as investors weigh strong long-term growth narratives against impending share lock-up expirations and the company's first public earnings report. While the community remains deeply divided between bullish sentiment regarding Starlink and future space infrastructure and bearish concerns over high cash burn and potential supply gluts from insider selling, all eyes are on how management addresses these risks amid intense speculative trading.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune is trending as investors react to a positive, albeit contentious, advisory committee vote recommending approval for its melanoma therapy. While the clinical data was described as 'messy' by some panel members, the community is actively debating whether this recommendation signals a shift in FDA regulatory standards or if the stock is currently caught in a speculative 'bull trap' ahead of the final regulatory decision.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is experiencing heightened volatility as investors debate the impact of supply chain constraints and memory costs on future profitability, even as the company continues to report record revenue and strong cash flow. The community is actively discussing the stock's significant pullback from recent highs, with many focused on whether this represents a buying opportunity or a shift in the company's long-term growth narrative.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is seeing intense investor focus following a string of major capacity-reservation agreements with optical industry leaders, which has fueled community debate over whether the company can overcome past supply bottlenecks. While some investors remain bullish on the long-term AI photonics opportunity, others are actively discussing the stock's significant volatility and concerns regarding institutional selling and its historical dependence on complex supply chains.

Hyperliquid is a layer one (L1) blockchain best known for perpetual futures and spot trading. Beyond its flagship DEX trading platform, the ecosystem supports borrowing, lending, real world assets (RWAs), and a full-fledged Ethereum Virtual Machine (EVM), making it a leading force in decentralized finance (defi).   Just as electronic trading dramatically improved markets in the 2000s, Hyperliquid offers an opportunity for a massive technical upgrade of the existing financial system through a transparent, efficient, and resilient blockchain. HYPE is the native token of the Hyperliquid blockchain, with a maximum supply of 1 billion.

Hype

HYPE is experiencing significant volatility and heightened trading volume as the community monitors its structural price consolidation and the impact of the ongoing SpaceX IPO trading on its platform. Traders are actively debating the token's long-term utility against its current technical resistance, with sentiment divided between those aggressively accumulating on dips and others cautioning against potential liquidity traps.

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$LPTH My thesis remains unchanged. Management has methodically transformed LPTH through the acquisitions of ISP Optics, Visimid, G5 Infrared &amp; Amorphous Materials, significantly expanding its optics, thermal imaging, BlackDiamond manufacturing &amp; advanced materials capabilities while moving further up the defense &amp; commercial value chain.

I believe the market continues to value LPTH primarily as a niche optics manufacturer rather than the critical enabling technology &amp; advanced materials company it is becoming. If management continues to execute, I believe the valuation framework ultimately changes &amp; the company receives a material re-rating.

My long-term objective is $70/share. I have no idea when the market gets there, but that&#39;s my target based on the strategic direction of the business, not short-term price action.

I also believe $LPTH, $ONDS &amp; $UMAC will become meaningful long-term beneficiaries of one another as their strategic relationship continues to develop.

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Lightpath Technologies, Inc. - Ordinary Shares - Class A

Ondas Inc

Unusual Machines Inc

 My thesis remains unchanged. Management has methodically transformed LPTH through the acquisitions of ISP Optics, Visimid, G5 Infrared & Amorphous Materials, significantly expanding its optics, thermal imaging, BlackDiamond manufacturing & advanced materials capabilities while moving further up the defense & commercial value chain.

I believe the market continues to value LPTH primarily as a niche optics manufacturer rather than the critical enabling technology & advanced materials company it is becoming. If management continues to execute, I believe the valuation framework ultimately changes & the company receives a material re-rating.

My long-term objective is $70/share. I have no idea when the market gets there, but that's my target based on the strategic direction of the business, not short-term price action.

I also believe 

 will become meaningful long-term beneficiaries of one another as their strategic relationship continues to develop.

@prostocktrader I see the $70 price target as realistic, and I agree with your thesis.

Dale

StockTwits Web

 I see the $70 price target as realistic, and I agree with your thesis.