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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs rally is drawing support from Morgan Stanleys bullish view, the proposed Florida methane pipeline to supply Starship launches, and anticipation around Flight 15. Bulls point to momentum and growth potential, while skeptics cite the companys high valuation, losses, and pending share unlocks.

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

Novavaxs sharp rally is being linked by traders to reports of a suspected plague exposure in Russia, with speculation that renewed pandemic-preparedness interest and the stocks high short interest could amplify the move. Others cite updated Nuvaxovid approvals and Sanofi/Takeda partnerships, while skeptics say the outbreak connection and short-squeeze thesis remain uncertain.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias breakout to fresh highs amid strength in AI and technology stocks is driving the conversation, with bulls pointing to durable AI-infrastructure demand and potential short-covering. Skeptics counter that high valuations and concerns about AI spending and financing could leave the stock vulnerable to profit-taking.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is drawing attention amid continued share-price weakness, with traders debating short pressure and broader rate concerns against company-specific risks. Skeptics focus on financing and potential dilution, limited disclosure, and whether major AI-data-center projects will be completed and generate revenue; bulls point to reported deployments and contract potential.

Ginkgo Bioworks Holdings, Inc. engages in developing biological engineering products and custom microbes. Its platform enables biotechnology applications across diverse markets, from food, agriculture, industrial chemicals, and pharmaceuticals. It operates through the Cell Engineering and Biosecurity segments. The Cell Engineering segment includes end-to-end cell engineering solutions and cell engineering tools offerings for biological research and development. The Biosecurity segment focuses on biomonitoring and bioinformatics support services, offered to both government and non-government customers through its Canopy and Horizon offerings. The company was founded by Jason Kelly, Reshma Shetty, Bartholomew Canton, Austin Che, and Thomas F. Knight, Jr. in 2008 and is headquartered in Boston, MA.

Ginkgo Bioworks Holdings Inc - Ordinary Shares - Class A

A sharp momentum rally and breakout toward the $15 level, accompanied by elevated volume, has drawn attention to DNA. Bulls see renewed interest in Ginkgos AI-driven autonomous-lab strategy and partnerships, while skeptics argue the company still needs to prove commercial traction and revenue growth.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMC is drawing attention after Elon Musk confirmed discussions about a possible role in the Terafab chip project in Texas, alongside a breakout to fresh highs. Traders are broadly bullish, though they note no agreement is finalized and debate whether TSMC would supplement or replace Intel as a manufacturing partner.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Brazils presidential first-round results, with Flvio Bolsonaro outperforming expectations and forcing a runoff against Lula, are driving EWZs sharp rally and exceptional trading activity. Traders are broadly upbeat on the prospect of a business-friendly shift, reflected in call buying, while the runoff and political uncertainty remain sources of risk.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Michael Caputos appointment to the Presidents Cancer Panel and his public engagement with ImmunityBio chair Patrick Soon-Shiong have fueled speculation that Anktiva could gain broader access, though no policy change has been confirmed. Traders are also debating the stocks sharp breakout and potential short squeeze, while some caution that the rally has lacked a new company announcement and that an FDA label expansion remains pending.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

FIGR is drawing attention for a steep, extended selloff, with traders highlighting repeated down sessions and debating whether insider selling and weak price action signal further trouble. Bears raise scam or bankruptcy fears, while bulls counter with the companys reported profitability, loan-marketplace growth, and tokenization opportunity.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Michael Burrys new Deckers position as a temporary substitute for Lululemon during a tax-loss sale is drawing attention, with some traders welcoming the added spotlight and others skeptical of Burrys track record. The discussion also reflects debate over whether DECKs selloff has made it attractive despite ongoing concerns about footwear-sector weakness.

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Beijer Ref AB engages in the sale of refrigeration and air conditioning products. It operates through the following segments: Commercial Refrigeration, Industrial Refrigeration, and Comfort Cooling. The Commercial Refrigeration segment refers to the installations supplied to food stores, shopping malls, cafes, and hotels. The Industrial Refrigeration segment includes the process refrigeration provided among ice rinks, offices and computer rooms. The Comfort cooling segment provides climate control and ventilation for private residences, offices, and stores. The company was founded by Gottfried Beijer and Lorens Beijer in 1866 and is headquartered in Malmo, Sweden.

Beijer Ref AB - Ordinary Shares - Class B

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