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Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists patent-license and settlement agreement with Micron, resolving their pending legal disputes and establishing a five-year license, is driving attention. Traders largely celebrate it as validation of Netlists IP and a possible template for future deals, while debating the agreements economics and speculating about next steps with SK hynix and Google.

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

A sharp rally is drawing support from a bullish Morgan Stanley assessment and optimism about SpaceXs AI-computing, Starlink and Starship growth prospects, with traders also speculating about major AI customer deals. The bullish momentum and potential short squeeze are contested by concerns over lofty valuation, heavy spending, upcoming share unlocks and a possible pullback.

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

A suspected pneumonic-plague incident in Russia has fueled an outbreak-related rally in vaccine stocks, with traders speculating about future government funding and a possible short squeeze. Others argue the link is tenuous because Novavax has no plague vaccine and the disease is bacterial, while some point to the companys partnerships and vaccine business as broader support for the move.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Runs five-year AI cloud compute agreement with a sovereign AI customer is driving discussion; traders identify Cohere as the counterparty and view the contract as a positive sign for its AI-infrastructure business. Some remain cautious, arguing that contract announcements may not sustain gains and that execution and upcoming results matter more.

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

A U.S.Japan statement highlighting AST SpaceMobiles cooperation with Rakuten and a completed TELUS network integration test have renewed attention to its direct-to-smartphone satellite plans. Bulls view the partner developments as progress, while skeptics point to launch delays and concerns about execution and the stocks weak performance.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Google and Constellations long-term nuclear-power partnership, including support for 890 MW of new capacity and a separate agreement for existing generation, is driving attention. Traders are broadly bullish on the deal as evidence of AI data centers demand for reliable power, though some question whether new contracts will translate into sustained share-price gains.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals agreement for access to up to 1 GW of potential power capacity in Finland, its first international AI-campus development, is driving attention; the site is being marketed and hyperscaler discussions are underway, but no customer commitment is announced. Traders are largely enthusiastic about the expansion, while others question its speculative nature, financing needs, and how the upcoming earnings report may affect the stock.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Approval of Evernorths merger and its planned Nasdaq debut as an XRP treasury company are driving attention, alongside a sharp, momentum-fueled run. Traders are split between a bullish low-float and XRP-exposure thesis and concerns that the stock is priced well above its underlying holdings, with warrant exercises potentially adding share supply.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

The Department of Energys conditional $4.2 billion loan commitment for upgrades at Vistras nuclear plants is driving attention, with traders connecting the added capacity to rising AI and data-center power demand. Many are bullish on the federal backing and nuclear theme, while others are frustrated that the shares have been volatile and have not held stronger gains on the news.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

ARKs reported buying and the possibility that SpaceXs booked Falcon 9 capacity could create room for rival launch providers are drawing attention, with bullish traders pointing to Rocket Labs backlog and launch contracts while skeptics focus on Neutron execution and volatile trading.

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VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
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