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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 better-than-expected quarterly results and raised full-year revenue outlook are driving attention, with traders also highlighting its growing backlog and NVIDIA research-center partnership. Bulls see evidence of commercial momentum and quantum-sector strength, while skeptics remain concerned about dilution, cash burn, and whether growth will translate into durable returns.

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 identifying a POET optical engine has renewed attention to the companys existing FIT collaboration, alongside the appointment of a new CFO. Traders see the visibility as validation and hope for commercial orders, while skeptics note it does not confirm new purchase orders or scaled shipments and want proof of revenue growth.

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

LUNRs sharp rebound after a steep selloff has traders pointing to the dismissal of the CLPS 2 bid protest, anticipated NASA contract news, and possible short covering. Some see a recovery in space stocks, while others warn the bounce may be temporary and question whether a contract award is imminent.

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 and raised revenue outlook, alongside managements view that Recorlev could reach blockbuster-scale sales sooner than previously expected, are driving XERSs sharp rally. Traders are celebrating the growth story and analyst upgrades, while takeover speculation remains unconfirmed and some expect a pullback after the run.

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 shares plunged after a Q3 earnings and revenue miss and a sharply reduced full-year outlook, with the company attributing much of the cut to heavy investment in its Predictions business. Traders are debating whether that spending can build a new growth engine or will weigh on profitability amid competition, while also criticizing management and the weaker guidance.

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 multi-year agreement to supply engines, license propulsion technology and provide engineering support for AST SpaceMobiles planned heavy-lift rocket is driving attention. Traders largely view the deal as validation of Fireflys engine business and a boost to its outlook, while some question the stock-based payment terms and execution risks; the sharp rally has also prompted short-squeeze speculation.

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 stronger-than-expected quarterly results, upbeat outlook, and expanded share-repurchase authorization have driven a sharp post-earnings rally, with traders crediting momentum in its AI-powered advertising business. Bulls see a recovery and potential for further gains, while skeptics warn the move is overextended and may draw profit-taking.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

A quarterly revenue beat, higher full-year outlook and progress in the final FAA certification stage have fueled renewed attention on JOBY, alongside updates on manufacturing and defense business. Bulls see a path toward commercialization and speculate about short covering, while skeptics stress that certification remains incomplete and cash burn and dilution risks persist.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is rebounding alongside quantum stocks after Intels move to acquire a quantum company, which traders see as validation for the sector. The community also cites CEO Matt Kinsellas media appearance and speculates about short covering, though some view the rise as a bounce from the recent selloff rather than a company-specific catalyst.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulfs stronger-than-expected Q3 results and Google credit support for financing tied to its Anthropic data-center lease, alongside a Fluor construction agreement, have focused attention on its AI/HPC buildout. Bulls see the financing support as reducing risk, while skeptics point to sector weakness, execution and construction risks, and regulatory uncertainty.

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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

Neutral Sentiment

<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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What do you think the S&amp;P 500&#39;s ($SPY) return will be next week?

Current Price	$51.65
Prev Close	$51.44
Open	$51.02
Dividend Yield	1.01%
50-Day Moving Average	$50.27
Beta	0.89
Avg. Volume	16,127.45
PE Ratio	3.66

52-Week High	$68.25
52-Week Low	$47.27
Market Capitalization	$9B
EPS (Annual)	$14.08
Price to Book	0.60
Revenue Per Employee	N/A

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