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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

NASA JPLs selection of Intuitive Machines for the FALCON-RADAR spacecraft platform is drawing attention alongside the companys other NASA contract wins. Traders are encouraged by the expanding work, but some question its near-term financial impact because the contract value has not been disclosed, amid continued concern over the stocks steep decline and volatility.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Fireflys multiyear engine, technology-licensing and engineering deal with AST SpaceMobile for its planned heavy-lift rocket is driving attention, with traders viewing it as validation of Fireflys propulsion business and a boost to its backlog. The community reaction is broadly bullish after the sharp rally and break above a key round-number level, though some traders question the deals payment terms and the value of AST shares included in the consideration.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs stronger-than-expected quarterly results and higher full-year revenue outlook are driving attention, alongside renewed strength across quantum-computing stocks. Traders are celebrating the growth and backlog, while others remain wary of cash burn, dilution, and whether reported growth will translate into sustained commercial demand.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings Q3 miss and sharply reduced FY26 outlook have driven a steep selloff, with traders focusing on the heavy cost of expanding its Predictions business and whether that spending can pay off. Bears question management, profitability, and competitive pressure from prediction-market rivals, while some bulls argue the core sportsbook is still growing and see the drop as a buying opportunity.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Strong Q3 results, raised revenue guidance and a higher long-term outlook are driving Xeris Biopharmas sharp move, with traders pointing to Recorlevs growth as a key factor. The community is largely celebrating a potential re-rating, while takeover talk remains speculation rather than a confirmed catalyst.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins strong quarterly results, higher outlook and expanded share-repurchase authorization sparked a sharp rally, with traders crediting continued gains from its AI-powered advertising model. Bulls see a potential turnaround and point to the stocks resilience amid a broader tech selloff, while skeptics warn the move may be overextended and vulnerable to profit-taking.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broad AI and semiconductor selling has driven a sharp slide in AVGO, with traders worried that data-center spending could slow and that the companys custom-chip business depends heavily on a few large customers and their financing. The community is split between frustrated bears pointing to persistent underperformance and dip buyers arguing that AI demand remains intact and the selloff is overdone.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklos sharp rebound is being linked to its Q3 update and a manufacturing agreement reserving future reactor-component capacity. Bulls view the deal as progress toward deployment, while skeptics point to the companys pre-revenue status, long commercialization timeline, and dilution concerns.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axons post-earnings selloff follows a quarterly miss and a cut to its full-year outlook, with federal procurement delays cited as a headwind. Traders are split between viewing the steep drop as an oversold buying opportunity and seeing it as a repricing of a richly valued stock.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

A Foxconn Tech Day display that traders identify as a POET optical engine in Foxconns photonics ecosystem has fueled hopes that the companys optical-interconnect technology is gaining traction. The community is split between viewing the display as a credibility boost and stressing that it is not evidence of new purchase orders or scaled shipments.

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Bill Ackman Takes Another Swing At NFLX After Colossal 2022 Loss: 'Netflix Has Effectively Won The Streaming Wars'

Equity

The founder and CEO of Pershing Square Capital Management has said that the hedge fund has picked up a new stake in Netflix in the latest quarter.

Bill Ackman Reveals New Microsoft Stake — Compares MSFT Setup To Earlier GOOG, AMZN, META Bets

Ackman also stated in a post on X that his closed-end fund, Pershing Square USA, also made Microsoft a core holding recently.

Bill Ackman Begins Marketing Pershing Square IPO, Touts ‘Extraordinary Economic Characteristics’ As He Looks To Raise Up To $10B

Pershing Square stated that it has secured $2.8 billion in commitments ahead of the IPO.

Bill Ackman-Led Pershing Square’s Acquisition Proposal Sends UMG Stock Soaring

The company said the cash-and-stock deal values UMG at €30.4 per share, representing a 78% premium over Universal Music’s last closing price.

Bill Ackman’s Pershing Square Files For IPO After A Delay Of More Than A Year

In its filing with the U.S. Securities and Exchange Commission, Pershing Square stated that it has secured $2.8 billion in commitments ahead of the IPO.

Bill Ackman Targets $5B IPO For New US Fund, With Some Free Shares As Sweetener: Report

According to a Bloomberg News report, the IPO of the closed-end fund will coincide with that of his hedge fund, Pershing Square Capital Management.


Bill Ackman’s Pershing Square To Invest $900M In Howard Hughes Holdings

Ackman stated that Howard Hughes has built substantial value for shareholders in recent years, but this value has largely gone unrecognized due to the high cost of capital that the market assigns to the company.


Bill Ackman Says There Won't Be Any Capital Gains To Tax This Year As Markets Quake From Trump Tariffs: 'I Am Proudly Long America'

The billionaire investor, who heads Pershing Square Capital Management, was one of Trump's most prominent backers on Wall Street in the run-up to his electoral victory last year.


Pershing Square Holdings is an investment holding company structured as a closed‐ended fund.

Pershing Square Holdings Ltd

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<ul class="summary-bullets"><li>In 2022, the investor sold NFLX shares after holding it for just three months, clocking a loss of more than $400 million after the stock plunged due to losing subscribers for the first time in a decade.</li><li>The hedge fund now believes that Netflix has since effectively won the streaming wars.</li><li>Pershing Square noted that Netflix is now the dominant global streaming platform, lauded its content discipline and cash position, and also highlighted the buying opportunity after shares fell about 50% from their June 2025 highs.&nbsp;</li></ul>Billionaire investor William Ackman is taking a chance once again on Netflix Inc. (NFLX) by acquiring a fresh stake in the streaming giant through Pershing Square Holdings Ltd. (PS), the publicly traded investment vehicle managed by the Pershing Square investment firm.This is Ackman’s second time investing in the company. In 2022, the investor sold NFLX shares after holding it for just three months, clocking a loss of more than $400 million.&nbsp;However, the stock managed to rebound spectacularly, having risen nearly 650% since then, driven by a password-sharing crackdown, the introduction of a cheaper ad-supported subscription tier, and a move into live content and sports.&nbsp;“When we first invested in early 2022, investors feared an escalating content arms race among a crowded field of streaming entrants. At the same time, cash content spend substantially exceeded content amortization, weighing on free cash flow. The launch of a previously disavowed advertising tier added further uncertainty,” Pershing Square said in its latest Investment Manager’s Report.&nbsp;“Netflix has since effectively won the streaming wars,” it added.&nbsp;<h2 class="st-heading-2">Why Ackman Sold Netflix In 2022</h2>In April 2022, Netflix reported its first subscriber loss in a decade, losing about 200,000 subscribers in the first quarter. The suspension of service in Russia&nbsp;amid the onset of the Ukraine war hit the company hard, costing it about 700,000 members.&nbsp;The stock plunged 35%, prompting Ackman’s Pershing Square to sell its 3.1 million shares for a loss of more than $400 million. Ackman acknowledged that Netflix’s planned moves to introduce advertising and crack down on password sharing made strategic sense but would make the business harder to predict in the near term.&nbsp;Since Pershing Square concentrates its portfolio in roughly a dozen companies and requires a high degree of predictability, Ackman said at the time that he had “lost confidence” in the ability “to predict the company's future prospects with a sufficient degree of certainty."&nbsp;<h2 class="st-heading-2">What Makes Netflix Attractive Now?</h2>Pershing Square noted that Netflix is now the dominant global streaming platform, boasting over 325 million subscribers, nearly double the combined base of its two closest competitors,&nbsp;<a href="https://stocktwits.com/symbol/DIS">Walt Disney’s (DIS)</a> Disney+ and&nbsp;<a href="https://stocktwits.com/symbol/WBD">Warner Bros Discovery’s (WBD)</a> HBO Max.The firm also lauded Netflix’s content discipline, noting that cash content spend has grown at just a 2% annual rate since 2021, further noting that the streaming giant now converts approximately 90% of earnings into free cash flow, primarily redeployed into share buybacks.&nbsp;In its release, Pershing Square highlighted that Netflix’s advertising has scaled rapidly toward $3 billion, while its lower-priced ad-supported tier broadens the addressable market among price-conscious consumers, particularly in international markets.&nbsp;“Our opportunity arose after Netflix’s share price fell ~50% from its June 2025 high of $134, de-rating from over 40 times forward earnings per share to 21 times. The decline began with prolonged uncertainty around the company’s bid for Warner Bros. Discovery, which it ultimately lost in February 2026, enabling it to collect a $2.8 billion termination fee. Investor focus has since shifted to plateauing engagement trends and the longer-term risk AI-generated video poses to content creation,” the firm said.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/NFLX_Shares_Are_Down_Nearly_50_From_June_2025_Highs_c304e478bf.png" alt="NFLX_Shares_Are_Down_Nearly_50_From_June_2025_Highs.png" width="2400" height="1500"></figure>The firm also argued that short-form video is taking share mainly from linear TV and weaker streaming services, not Netflix. Pershing believes AI risks are overstated, as producing high-quality long-form content remains costly, while Netflix’s scale and AI-powered recommendations, as well as ad targeting, could strengthen its competitive edge.“Looking forward, we expect Netflix to compound revenue at a double-digit growth rate, with content costs growing more slowly than revenue driving continued margin expansion. Combined with a robust buyback program, we estimate earnings should compound at close to 20% annually,” it said.&nbsp;“We believe the company’s current valuation multiple represents a substantial discount for a business with such a strong growth profile and dominant market position,” it added.&nbsp;<h2 class="st-heading-2">Netflix Recent Performance</h2>In July, Netflix reported&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nflx-stock-sinks-over-8-percent-after-hours-q2-revenue-miss-and-q3-weak-guidance-weigh-on-netflix-shares/cZZEYByR7tG">second-quarter</a> (Q2) revenue of $12.56 billion, slightly below analyst estimates, while earnings per share of $0.80 beat Wall Street expectations.&nbsp;<img src="https://news.stocktwits-cdn.com/Netflixs_Recent_Quarterly_Revenues_ae900deb86.png" alt="Netflixs_Recent_Quarterly_Revenues.png">All regions reported growth in revenue, with Latin America leading with 21% growth and 16% in Asia Pacific. Netflix also said that live programming is expected to account for 5% of its content budget but has driven six of its 10 biggest new-member sign-up days over the past five years.Meanwhile, for the third quarter (Q3), Netflix forecast revenue of $12.86 billion and EPS of $0.82, below expectations. The company also narrowed full-year revenue guidance to between $51 billion and $51.4 billion.&nbsp;Management also reiterated that it remains open to selective mergers and acquisitions, but maintains a high bar for large deals after walking away from Warner Bros. Discovery.<a href="https://stocktwits.com/symbol/NFLX">NFLX shares</a> are down more than 20% year-to-date, while DIS and WBD have posted more modest declines.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260813_102912481_97a138855e.png" alt="koyfin_20260813_102912481.png" width="2400" height="1500"></figure><h2 class="st-heading-2">NFLX Stock: Retail Stance</h2>On Stocktwits, retail sentiment around NFLX stock was ‘bearish’ at the time of writing.&nbsp;One user&nbsp;<a href="https://stocktwits.com/profit1prophet/message/661739943">said</a>, “$NFLX The march upward is upon us. Long and strong.&nbsp; NFLX price action is now holding above a critical level, resistance is turning to SUPPORT at ~$75.05. News about Ackman's fund purchasing NFLX may be further fuel to higher highs and higher lows. EASY MONEY.”However, another user&nbsp;<a href="https://stocktwits.com/naser_khalafi/message/661717613">said</a>, “$NFLX stop hunt&nbsp; huge drop coming.”For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bill Ackman attends Legion of Honour Award Ceremony and Dinner for Olivia Tournay Flatto at the Park Avenue Armory on October 19, 2022 in New York City. (Photo by Sylvain Gaboury/Patrick McMullan via Getty Images)

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