SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

The Mullen Army Token originated from a dedicated community of retail investors who faced challenges in the traditional stock market. We united to create a cryptocurrency that embodies our principles and aspirations for a fair financial system.     We provide a platform for retail investors to engage in a transparent and fair financial market. Our efforts include grassroots marketing, community engagement, and educational content to empower our investors.

MullenArmy

MullenArmy members are actively debating the future of the MULN crypto token, with supporters framing it as a high-potential weekend runner primed for a V-shape reversal, while skeptics point to the project's history and recurring comparisons to previous stock market controversies. Community sentiment remains deeply polarized between those doubling down during dips and others warning of a pump-and-dump cycle.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following reports that the company is quietly building a stake in eBay for a potential takeover, fueling community debate about the viability of such a massive acquisition. While some investors see this as a bold move to leverage GameStop's cash reserves for a transformation into a retail giant, others are skeptical of the math and potential dilution, leading to intense speculation about short positions and the company's long-term strategy.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic is seeing significant social media buzz and increased trading volume as the community rallies behind anticipated token burn mechanisms and potential legal developments. Investors are actively debating the token's long-term recovery prospects, with many holding positions in hopes of a major price resurgence.

Veil Cash is a privacy application leveraging zk-SNARKs on Base L2, enabling verified depositors to achieve privacy and anonymity within a pool of trusted users.  Veil Cash is a non-custodial privacy protocol on Base L2. Veil Cash's goal will be enabling verified users to achieve privacy and anonymity from trusted pools.  Veil is a set of smart contracts that will allow users that are deemed as verified users to deposit into the protocol. Users can later withdraw their deposits from another address without creating a link between these two addresses.   Verified users are those who meet certain criteria based on both on-chain and off-chain data.

Veil-project

The Veil project is gaining momentum as community members highlight its focus on privacy technology and its expansion within the Base ecosystem. Enthusiasts are actively discussing the token's potential for future growth, drawing comparisons to established privacy-focused assets.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is currently a focal point for investors as the market monitors infrastructure-heavy beneficiaries of AI-driven capital expenditure, with ongoing community debate centering on whether recent price pullbacks represent a buying opportunity in a secular growth story or a reaction to broader macro volatility. Analysts remain largely constructive on the stock's long-term competitive positioning within the cloud and hyperscale networking sector, even as some participants express frustration over short-term price stagnation and volatility.

Oruka Therapeutics, Inc. is a biotechnology company, which focuses on developing novel monoclonal antibody therapeutics for PsO and other I&I indications. Its pipeline includes ORKA-001 and ORKA-002. The company is headquartered in Menlo Park, CA.

Oruka Therapeutics Inc.

Oruka Therapeutics is trending due to the release of positive interim Phase 2a trial results for its psoriasis drug, ORKA-001, which has sparked significant interest and analyst price target upgrades. While bulls are excited by the potential for annual dosing and best-in-class efficacy, some in the community remain skeptical, debating the long-term clinical risks associated with the drug's extended half-life and noting concerns over potential dilution from recent public offerings.

Roundhill ETF Trust - Roundhill Memory ETF

Investors are flocking to this ETF as a pure-play opportunity to capitalize on an industry-wide memory super-cycle, driven by the explosive demand for HBM and storage to support AI infrastructure. The community is highly bullish, viewing the sector as a critical bottleneck for AI growth and frequently discussing the potential for long-term supply constraints to keep margins elevated.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending as the community closely watches for upcoming phase 3 trial results, with active discussions focusing on the competitive landscape of IL-17 inhibitors and the potential for a favorable acquisition catalyst. Shareholders are debating the significance of recent insider equity activity and corporate filings while anticipating clarity on the 52-week clinical data as the primary driver for a significant revaluation of the stock.

WorldFinancial

WorldFinancial (WLFI) is trending amid intense community speculation regarding a proposed governance vote to implement a multi-year vesting schedule, a potential 4.5 billion token burn, and ongoing legal scrutiny involving major investors. While some holders anticipate that these supply-side adjustments and lockups will catalyze a significant price recovery, critics continue to label the project a scam, citing recent price declines and the controversial handling of investor liquidity.

Tidal Trust II - YieldMax Ultra Option Income Strategy ETF

YieldMax Ultra Option Income Strategy ETF

The YieldMax Ultra Option Income Strategy ETF (ULTY) is trending as investors react to a significant 1-for-10 reverse stock split and a strategic shift in the fund's portfolio holdings. Community discussions are heavily focused on navigating NAV erosion, debating the efficacy of the fund's new management strategy, and weighing the long-term sustainability of the fund's high-yield distribution model.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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ETFs in Focus as Amazon Posts Solid Q1 Earnings, Beats on Revenues

AMZN beats on Q1 revenues with strong AWS and chip growth, but rising AI capex concerns linger. Investors are likely to eye ETF routes for diversified exposure.

<ul class="summary-bullets"><li>Starbucks reported 6.2% global comparable store sales growth, driven mainly by higher U.S. customer traffic.</li><li>The stock has gained over 25% so far this year, leaving peers like McDonald's and Chipotle Mexican Grill behind.&nbsp;</li><li>A slew of Wall Street firms have raised their price targets following the earnings.&nbsp;</li></ul>Starbucks (SBUX) has staged a sharp turnaround in early 2026, with investors cheering a renewed growth story centered on operational fixes, stronger customer traffic, and improving margins.&nbsp;The coffee giant’s latest fiscal second-quarter (Q2) performance has reignited confidence in its long-term strategy under CEO Brian Niccol, positioning the company on a path to be one of the standout performers in the consumer discretionary market this year.<h2 class="st-heading-2">SBUX’s&nbsp;Strong Quarterly Breakout&nbsp;</h2>Starbucks’ Q2 earnings on April 28 marked a major milestone as it delivered both revenue and profit growth for the first time in over two years. The coffee house giant posted global comparable-store sales growth of 6.2%, driven largely by higher customer transactions in the United States, where traffic growth hit a three-year high.&nbsp;The results signaled that the company’s “Back to Starbucks” initiative is beginning to translate into measurable financial progress as it works to restore momentum in its core business.Global comparable store sales growth was supported by higher transactions and improved average spending per visit. Revenue rose 9% year-on-year (YoY) to $9.5 billion, while adjusted earnings improved 22% YoY to $0.50 per share. Operating margins expanded 180 basis points to 8.7%.&nbsp;“Our second quarter marked the turn in our turnaround as our Back to Starbucks plan drove both top and bottom line growth,” said Brian Niccol, chairman and CEO.&nbsp;<a href="https://stocktwits.com/symbol/SBUX">Starbucks’ stock</a> inched 0.05% higher in Friday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_01_050641_png_ae43fa19ab.webp" alt="SBUX’s Sentiment Meter and Message Volume as of 04:00 a.m. ET on May. 1, 2026 | Source: Stocktwits" width="929" height="100"><figcaption>SBUX’s Sentiment Meter and Message Volume as of 04:00 a.m. ET on May. 1, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Traffic Growth Drives SBUX’s Core Recovery</h2>Customer activity proved to be the main engine of growth, with U.S. comparable transactions rising 4.3% YoY and overall North American sales increasing 7.1% YoY. The company credited faster service times, improved store execution, and a renewed focus on in-store experience for the gains.&nbsp;The company has been trying to make its operations easier and speed up service, with a goal of serving drinks in under 4 minutes. It is also cutting down the menu, improving store efficiency, and bringing back a more traditional café experience.&nbsp;Starbucks’ 25% surge so far this year has left its peers like McDonald's (MCD) and &nbsp; Chipotle Mexican Grill (CMG) behind. Both MCD and CMG have fallen over 3% and 8%, respectively.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260501_040829731_png_9a687396aa.webp" alt="Chart Comparing SBUX, MCD And CMG Returns In 2026.(Source:Koyfin)" width="2400" height="1240"><figcaption>Chart Comparing SBUX, MCD And CMG Returns In 2026.(Source:Koyfin)</figcaption></figure>Starbucks raised its full-year outlook, projecting at least 5% global comparable sales growth from the previous outlook of 3% and earnings per share between $2.25 and $2.45.<h2 class="st-heading-2">SBUX Has Wall Street’s Backing&nbsp;</h2>Several Wall Street firms raised their price targets after the company delivered better-than-expected quarterly results and showed improving sales around the world. Analysts said stronger customer demand, better operations, and a clearer growth outlook are behind the positive sentiment.Bank of America raised its price target to $137 from $130 and kept a “Buy” rating. It pointed to better-than-expected same-store sales and ongoing operational improvements. The firm also said growth in North America and international markets is stronger than it previously forecast.DA Davidson lifted its price target to $102 from $97 but kept a Neutral rating, saying strong recent results are already priced in and upside may be limited without faster execution.Piper Sandler also raised its target to $110 from $103 and maintained an Overweight rating. The firm described Starbucks’ quarterly performance as solid, emphasizing that transaction growth improved even against tougher comparisons.&nbsp;SBUX stock traded over 28% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sdot-overnight-rally-sparks-retail-frenzy-but-risks-remain-elevated/cZQNyoOReIu">SDOT’s 37% Overnight Rally Sparks Retail Frenzy – But Risks Remain Elevated</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Starbucks pumpkin and regular reusable cups are seen on display in Starbucks in Krakow, Poland on October 28, 2022.

SBUX Stock Wraps Best Month In Over A Year — Is A New Growth Era Under Niccol Leadership Finally Brewing? 

The coffee house giant reported strong second-quarter earnings and comparable sales guidance. 

Equity

The coffee house giant reported strong second-quarter earnings and comparable sales guidance. 


<ul class="summary-bullets"><li>Analysts expect Starbucks to report Q2 earnings per share of $0.44 and revenue of around $9.09 billion.</li><li>U.S. comparable sales increased 4% in the first fiscal quarter, marking the first rise in transactions in two years.</li><li>Stabucks has focused on simplifying operations and speeding up service to under 4 minutes.&nbsp;</li></ul>Starbucks Corp.’s (SBUX) stock looks to snap a two-day losing streak on Tuesday as the coffee house giant heads into second-quarter earnings, with investors closely watching whether its ambitious turnaround strategy can translate into financial momentum.The earnings come at a time when Starbucks is facing a defining checkpoint for its “Back to Starbucks” overhaul led by CEO Brian Niccol.&nbsp;<h2 class="st-heading-2">Is SBUX Showing Early Signs Of Recovery?</h2>The stock has climbed nearly 17% year-to-date to about $97.89, reflecting optimism that operational changes are beginning to take hold. Analysts expect earnings per share to be near $0.44 and revenue around $9.09 billion, according to Fiscal AI data.&nbsp;Attention has turned particularly to whether the company can finally show year-over-year improvement in operating margin after eight straight quarters of contraction.Recent quarters have shown encouraging signals. U.S. comparable sales rose 4% in the fiscal first quarter, marking the first positive transaction growth in two years. International performance has also improved, with China leading gains and helping offset weaker North American trends.<a href="https://stocktwits.com/symbol/SBUX">Starbucks stock</a> inched 0.2% higher in Tuesday’s premarket.&nbsp;<h2 class="st-heading-2">SBUX’s Turnaround Strategy In Focus&nbsp;</h2>The company is focusing on simplifying its operations and serving customers faster, aiming to get drinks out in less than 4 minutes. Management has also been working to streamline the menu, improve how stores operate, and bring back a more classic café feel.&nbsp;However, according to a Barron’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/starbucks-earnings-stock-niccol-china-640756a5">report</a>, even as customer traffic continues to climb, profit margins are still feeling pressure. Increased labor expenses, higher raw material prices, and spending on the company’s transformation efforts have all contributed to squeezing profitability.JPMorgan, Stifel, and Bank of America all increased their price targets on Starbucks shares on Friday, signaling growing confidence in the company’s near-term outlook.&nbsp;JPMorgan lifted its price target&nbsp;on SBUX to $100 from $95, while Stifel raised it to $115 from $105. Bank of America provided the most aggressive revision, boosting its price target to $130 from $120.&nbsp;<h2 class="st-heading-2">What Are SBUX’s Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory, while message volume increased by 400% over 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_28_040129_png_101d1ca6f6.webp" alt="SBUX’s Sentiment Meter and Message Volume as of 04:00 a.m. ET on Apr.28, 2026 | Source: Stocktwits" width="932" height="103"><figcaption>SBUX’s Sentiment Meter and Message Volume as of 04:00 a.m. ET on Apr.28, 2026 | Source: Stocktwits</figcaption></figure>A user&nbsp;<a href="https://stocktwits.com/NatoshiSakomoto/message/651580644">remarked</a> that “Most of the people can’t afford to pay $6-7 for a cup of coffee.”SBUX stock has gained over 16% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dpz-stock-under-pressure-analysts-turn-cautious-after-earnings-miss-slower-us-sales/cZB8nwLRe5W">DPZ Stock Under Pressure: Analysts Turn Cautious After Earnings Miss, Slower US Sales</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Starbucks logo on a white column at the 3rd China International Supply Chain Expo. (Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

SBUX Stock Rises Premarket Heading Into Earnings: Investors Await First Signs Of Margin Recovery  

The SBUX stock has risen about 17% so far in 2026, indicating growing confidence that operational improvements are starting to take effect. 

The stock has risen about 17% so far in 2026, indicating growing confidence that operational improvements are starting to take effect. 


ETFs to Watch as Tesla Shares Slump Despite Q1 Earnings Beat 

TSLA slides despite a Q1 earnings beat as a $5B capex hike tied to AI and Robotaxi ambitions rattles sentiment, pushing investors toward ETF consideration.

<ul class="summary-bullets"><li>The filing shows the $1 million purchase raised CEO Elliott Hill’s holdings to 265,247 shares.&nbsp;</li><li>The buy comes as Nike stock faces pressure from demand and concerns about shrinking sales.</li><li>On Thursday, Nike said it will cut about 1,400 jobs globally as part of a restructuring to refine its operations.&nbsp;</li></ul>Nike (NKE) disclosed a new insider transaction this week, even as the company navigates a sweeping internal overhaul and seeks to reverse a prolonged slump that has erased a significant portion of its market value.The company’s President and CEO, Elliott Hill, increased his personal stake in the sportswear giant.<h2 class="st-heading-2">NKE CEO Invests During Downturn&nbsp;</h2>The filing, submitted to the U.S. Securities and Exchange Commission, details that Hill acquired more than 23,000 shares of Class B common stock on April 13, at an average price of about $42 per share.&nbsp;The disclosure confirms that the trade is valued at over $1 million, increasing his direct ownership to 265,247.235 shares following the transaction. The purchase comes during a period of heightened investor attention on Nike’s share performance, which has faced pressure over recent quarters amid shifting consumer demand and margin concernsThe acquisition price sits close to recent multi-month lows, a level that has also attracted attention from other high-profile insiders, including board member Tim Cook of Apple Inc. (AAPL), who made a separate purchase around the same time frame on April 10.&nbsp;<a href="https://stocktwits.com/symbol/NKE">Nike stock</a> edged 0.5% higher overnight, heading into Friday. So far in 2026, though the Consumer Discretionary Select Sector SPDR ETF (XLY) has shown a 0.6% growth, Nike has experienced a brutal de-rating, with its stock plummeting roughly 27%.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260424_014608286_png_983aab893c.webp" alt="XLY Vs. NKE Returns So Far In 2026.(Source:Koyfin)" width="2400" height="1240"><figcaption>XLY Vs. NKE Returns So Far In 2026.(Source:Koyfin)</figcaption></figure><h2 class="st-heading-2">Nike Expands Workforce Reductions&nbsp;&nbsp;</h2>On Thursday, Nike announced the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nke-rises-after-hours-following-insider-buys-by-ceo-elliott-hill-and-apple-tim-cook/cZJql51RIvQ">elimination</a> of roughly 1,400 positions across its global workforce as the company pushes forward with an internal overhaul designed to refine operations and refocus its long-term strategy.The layoffs were confirmed in an internal communication from Chief Operating Officer Venkatesh Alagirisamy, who outlined that the decision aligns with Nike’s broader “Win Now” transformation plan.&nbsp;The layoffs span North America, Europe, and Asia, with the largest share concentrated in Nike’s technology teams. The latest cuts extend a series of workforce adjustments implemented under Elliott Hill, who has been steering Nike through a multi-year turnaround following declining sales performance.&nbsp;Earlier in the year, the company eliminated around 775 roles tied to distribution operations as part of a push toward greater automation.<h2 class="st-heading-2">Demand Pressure And Market Challenges</h2>Nike continues to face uneven global demand, with the company projecting a modest sales decline through 2026, including a 2%–4% drop in the current quarter driven by weakness in Greater China and the Converse brand.&nbsp;In his note, Alagiri said a major component of the “Win Now” plan involves consolidating Nike’s technology operations into key hubs, including its headquarters in Oregon and its India-based technology center.The restructuring also includes relocating certain Converse manufacturing and engineering functions closer to production partners. Additionally, Nike is integrating its materials operations more closely with footwear and apparel supply chains to boost coordination from raw inputs to finished goods.NKE stock has declined by over 29% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/american-rare-earths-stock-is-done-with-otc-nasdaq-listing-could-be-mega-unlock-this-year/cZBWANsReTg">American Rare Earths Stock Is Done With OTC — Nasdaq Listing Could Be Mega Unlock This Year</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nike logo is displayed on a mobile phone with the company branding seen in the background.

Nike CEO Puts $1M More On The Line As Turnaround Push Intensifies Amid Fresh Layoffs 

The SEC filing shows that Hill purchased over 23,000 Class B shares on April 13 at an average cost of roughly $42 each.

<ul class="summary-bullets"><li>Investment banks are reportedly targeting a valuation for SpaceX above $2 trillion ahead of a potential public listing.</li><li>Chan Ahn, the founder and CEO of Tessera Lab, told Stocktwits that on-chain instruments and prediction markets are consistently pricing SpaceX closer to $1.5 trillion.</li><li>He explained that the gap reflects differences in access to information, the investor base, and the structural features of on-chain instruments.</li></ul>Tesla (TSLA) chief executive Elon Musk announced that the EV market is expanding its relationship with SpaceX (SPACEX), but not everyone agrees on what the space company is worth. While banks are targeting a $2 trillion valuation, on-chain data suggests a figure closer to $1.5 trillion.Chan Ahn, the founder and CEO of Tessera Lab, who is also a Goldman Sachs and JPMorgan veteran, told Stocktwits that on-chain markets offer a distinct, consistently lower view of SpaceX’s valuation.Ahn launched T-SpaceX in February, an on-chain instrument that provides economic exposure to SpaceX through a loan participation structure. The product trades continuously on decentralized exchanges, offering a real-time market signal rather than periodic valuation updates typical of private markets.Since launch, more than 600 traders have generated over $100 million in notional volume, with pricing consistently implying a SpaceX valuation of roughly $1.54 trillion.&nbsp;According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-08/elon-musk-spacex-ipo-2-trillion-valuation-push-explained">report</a>, the contrasting $2 trillion valuation leans heavily on AI hype.<blockquote>“The same $1.54 trillion figure has been independently arrived at by Polymarket traders operating with no connection to T-SpaceX. When two structurally unrelated on-chain markets converge on a number that is a consistent discount to the bank target, that convergence deserves attention.”&nbsp;&nbsp;— Chan Ahn, Founder &amp; CEO, Tessera Lab</blockquote><h2 class="st-heading-2">Why Is There A $500 Billion Gap In SpaceX’s Valuation?</h2>Ahn pointed to three factors driving the roughly $500 billion gap between traditional and on-chain valuations.The first, he said, is execution risk. Bank-led estimates assume continued growth in SpaceX’s key businesses, including Starlink revenue expansion, successful deployment of next-generation Starship systems, and the integration of Musk’s artificial intelligence initiatives. These assumptions are plausible but not yet validated through public financial disclosures.Ahn noted that the second factor was structural. T-SpaceX provides economic exposure, not equity ownership. Investors do not receive voting rights or dividends, and the instrument is designed to trade at a discount to the underlying equity value.The third difference is the investor base, he said. On-chain markets are dominated by retail and crypto-native participants, while institutional investors are participating in private discussions with access to non-public information. Hence, each group prices risk differently.“Bank-led valuations are negotiated estimates based on privileged access,” Ahn told Stocktwits. “On-chain pricing reflects the aggregated views of a broader group trading without that advantage.”<h2 class="st-heading-2">Tesla And SpaceX Operational Tries Grow Closer</h2>During the first quarter (Q1) earnings call, Musk said the two companies are going to partner to build a “Terafab” in Austin, a project expected to cost tens of billions of dollars and produce advanced chips for artificial intelligence, autonomous vehicles, and space-based computing systems.&nbsp;The filings also showed Tesla had disclosed a $2 billion equity investment in SpaceX, which reduced its free cash flow for the quarter.<a href="https://stocktwits.com/symbol/TSLA">TSLA’s stock</a> fell nearly 5% in morning trade on Thursday. On Stocktwits, retail sentiment around the EV maker trended in ‘extremely bullish’ territory over the past day, while chatter rose to ‘high’ from ‘normal’ levels. Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/SPACEX">SpaceX</a>, which isn’t publicly traded yet, trended in the ‘bearish’ zone.<h2 class="st-heading-2">Traditional Private Markets Vs On-Chain Data&nbsp;</h2>According to Ahn, the broader argument is not that on-chain markets are more accurate, but that they answer a different question. “I’d be asking why two very different methodologies land near each other, and at a consistent discount to where management is currently testing the market,” he said.Ahn explained that private market valuations are set through infrequent funding rounds and negotiations, often under conditions of limited transparency. On-chain instruments, by contrast, provide continuous pricing based on open participation, even if that pricing reflects less-informed participants. “Traditional private markets give you a snapshot,” he said. “On-chain markets give you a live feed.”The SpaceX roadshow is confirmed for the week of June 8 with pricing targeted for June 15. According to Ahn, between the roadshow kicking off and the final listing is when investment banks will have institutional price discovery conversations. He forecast that they may not necessarily cite T-SpaceX or Polymarket at the roadshow, but the $500 billion is likely to be too big to ignore.&nbsp;<blockquote>That data will matter more for crypto's role in capital markets than any regulatory announcement or theoretical argument. The test is live.&nbsp;— Chan Ahn, Founder &amp; CEO, Tessera Lab</blockquote>Somewhere in the gap between those numbers is the price the public market will set on June 15, Ahn said. Which one proves closer to reality will become clear when public investors set the price.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-stock-rallies-to-11-year-high-wolfpack-says-market-verdict-in-2027/cZBBUqlRebI">EXCLUSIVE: POET Stock Rallies To Near 11-Year High – Wolfpack Says Market Will ‘Render Its Verdict‘ By 2027</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Kennedy Space Center, Florida, United States - SpaceX CEO Elon Musk speaks to the media following a press conference. (Photo by Paul Hennessy/NurPhoto via Getty Images) 

SpaceX IPO Valuation: The $500B Gap Between Wall Street And Blockchain Nobody Is Talking About

Elon Musk announced that Tesla is expanding its relationship with SpaceX during the Q1 earnings call, and filings disclosed a $2 billion equity investment.

Cryptocurrency

Elon Musk announced that Tesla is expanding its relationship with SpaceX during the Q1 earnings call, and filings disclosed a $2 billion equity investment.


<ul class="summary-bullets"><li>Meeks added that Tesla’s current position is a “little scary,” noting that investors will want to see some stabilization in the company’s EV business.</li><li>The analyst added that, with Tesla’s Q1 earnings due later today, he is looking for milestones in autonomy.</li><li>He thinks Tesla’s autonomy development is more important than its humanoid robotics, which is further down the line.</li></ul>Paul Meeks, Head of Technology Research at Freedom Capital Markets, on Wednesday stated that Tesla Inc. (TSLA) will have to spend a lot more on capital expenditure, but added that the company’s cash flow position is a little tight.During an interview with CNBC, Meeks stated ahead of Tesla’s first quarter (Q1) earnings later today that the company is currently caught in the crosshairs, pointing to its declining electric vehicle sales.<a href="https://stocktwits.com/symbol/TSLA">Tesla shares</a> were up nearly 1% in Wednesday’s pre-market trade.<h2 class="st-heading-2">Meeks Says It’s A ‘Little Scary’</h2>Meeks added that Tesla’s current position is a “little scary,” noting that investors will want to see some stabilization in the company’s EV business.“Tesla is in the crosshairs. It’s a little scary to me, because you have the declining EV business… of course at this point, I don’t think anyone really cares about the EVs, but you do want to see them stabilized if you’re interested in the auto gross margin,” Meeks said.The analyst added that with Tesla’s Q1 earnings due later today, he is looking for some milestones on autonomy. He thinks Tesla’s autonomy development is more important than its humanoid robotics, which is further down the line.Analysts at Cantor Fitzgerald termed 2026 as a transitional year for Tesla, according to TheFly. The firm cited Tesla&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-slumps-as-tesla-q1-deliveries-miss-estimates/cZ7xMm3RI8g">missing</a> Wall Street expectations with its Q1 deliveries and energy deployments. Cantor analysts stated that the focus is now shifting to initiatives such as Robotaxi, Optimus, and expanded deployments of Tesla’s autonomous driving technology in Europe.Cantor has an ‘Overweight’ rating on the Tesla stock, with a $510 price target.Analysts at Jefferies cautioned that Tesla’s Q1 results will show that the company’s ambition to offer Robotaxi services to 25-50% of the U.S. market by the end of the year “look beyond reach.”<h2 class="st-heading-2">What Does Tesla Need To Do To Be A Next-Gen Leader?</h2>Meeks explained that Tesla needs to ramp up its capex if it wants to be a leader in the next-generation technologies.“They’re going to have to spend a hell of a lot more on capital expenditures, even way beyond the EV business,” he said.However, it won’t be an easy task for Tesla. Meeks pointed to Tesla’s operating cash flow getting tighter due to the company’s current capex, after the company spent $2.4 billion in the previous quarter.The analyst added that he is worried that if Tesla ramps up capex significantly, it will put the company’s free cash flow in the deeply negative territory.Earlier this week, The Future Fund LLC Managing Partner Gary Black&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-peg-valuation-gary-black-ahead-q1-earnings-robotaxi-competition/cZBd9tLRIyU">warned</a> that Tesla’s valuations are “too rich”, adding that that stocks cannot maintain price-to-earnings multiples of more than 200 unless their franchises are uniquely scalable and unassailable. Tesla’s 12-month forward PE is currently at 192.Tesla is scheduled to report its Q1 earnings on April 22, 2026. Wall Street expects the company to report earnings per share (EPS) of $0.38 on revenue of $22.34 billion, according to Fiscal.ai data.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘neutral’ levels at the time of writing.One bullish user stated that Tesla’s Robotaxi services are expanding with just a flick of a switch.<stembedurl>https://stocktwits.com/Boomskitothemoonski/message/650978891</stembedurl><a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> is down 14% year-to-date, but up 70% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 37% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 49%.The Vanguard Growth Index Fund ETF (VUG) is up 43%, while the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) is up 32%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wdc-stock-up-31-over-last-month-analysts-see-further-upside/cZBBVRBReGL">WDC Stock Is Up 31% Over The Last Month, But Why Do Analysts See Further Upside?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A portrait picture of Elon Musk photographed in Krakow, Poland on January 22nd, 2024 and Tesla logo are screened for illustration photo. (Photo by Beata Zawrzel/NurPhoto via Getty Images)

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