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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves sharp selloff is focused on concerns that its debt-funded data-center expansion may be costly to finance and vulnerable if AI demand slows, amplified by HSBCs bearish assessment. Traders are divided between viewing the decline as a buying opportunityciting AI demand, its backlog and bullish analyst callsand warning that financing costs and insider selling pose serious risks.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs slide to fresh lows is being discussed alongside Trumps weakening approval and midterm concerns, as traders also question the companys media business and crypto exposure. Sentiment is broadly bearish, though some traders see the selloff as a potential short-term bounce opportunity.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Morgan Stanleys upgrade of Amazon to a top pick, citing AWS growth potential and AI demand, drove a sharp rally and dominated discussion. Traders were largely bullish, though some questioned whether the move would hold and viewed upcoming earnings and nearby resistance as key tests.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

A steep selloff followed by a volatile rebound has put USAR in focus, with traders debating whether oversold conditions and short covering are driving a recovery. Bulls point to the domestic rare-earth and magnet-supply-chain opportunity and government backing, while skeptics cite dilution concerns, cash burn, delayed production, and limited communication from management.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers push through the closely watched $30 level and fresh 52-week highs is drawing attention, with traders pointing to renewed interest in defensive pharma and recent pipeline and product updates. Bulls see the move as a breakout, while skeptics question whether it can hold above resistance given patent-expiration and growth concerns.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GMs quarterly earnings beat and higher free-cash-flow outlook were overshadowed by a narrowed full-year profit forecast with an unchanged midpoint, prompting a sharp selloff. Traders are debating whether the new buyback is enough to offset cautious guidance and weaker U.S. sales.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

Barclays downgrade of NuScale, citing commercial execution risks and delays in securing a definitive TVA/ENTRA1 agreement, is driving the selloff. Traders are split between viewing the concerns as a justified warning about project timelines and seeing the downgrade as an overreaction or an opportunity to buy the beaten-down shares.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices rise amid reported attacks on Middle East shipping and energy infrastructure, fueling concern about further supply disruptions. Traders are split between expecting supply risks to keep oil elevated and anticipating a pullback if tensions ease or additional supply returns.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTX is drawing attention after quarterly results topped expectations and management raised its full-year outlook, citing strong aerospace and defense demand and a record backlog. Traders broadly welcomed the results but debated why the share-price reaction appeared muted or negative despite the beat and guidance increase.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Vicors Q3 results are driving attention, with strong revenue growth and a larger backlog reinforcing optimism about AI-related power-module demand and recurring VPD licensing royalties. Traders are weighing those positives against concerns about the GAAP EPS miss, limited forward outlook and capacity constraints, amid volatile post-earnings trading.

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RKLB Vs ASTS: Bestselling Investing Author Picks The ‘Lottery Ticket’ With Better Odds — But SpaceX Is The ‘Top Dog’ 

Equity

ASTS offers “damn compelling” direct-to-cell potential, but Feroldi warned that “50 things” could go wrong before commercialization.

ASTS Stock Hits One-Month Low: Insider Buys The Dip After BlueBird Deployments, Japan Win 

 Director Adriana Cisneros disclosed 10,822 open-market share purchases worth about $619,200.

One Space Stock Outran SPCX, ASTS, RKLB And LUNR In August — BofA Says It Can Rally Another 30%

BofA retained a ‘Buy’ rating on RKLB with 72% implied upside, but maintained ‘Underperform’ ratings on RDW and LUNR.

ASTS Stock Turns Green After 2-Month Slide: Japan Backs 700 MHz Rakuten-ASTS Network To Rival SpaceX

Japan’s Radio Regulatory Council endorsed the proposed 700 MHz direct-to-smartphone framework, with final regulations expected shortly.

SPCX, ASTS, RKLB And FLY On Watch: Goldman Sachs Sees $1.8 Trillion Space Economy And Rising M&A Wave 

Companies controlling launch and orbital infrastructure could capture “disproportionate value,” the research firm said.

ASTS And RKLB Chase The SpaceX Playbook, But Analyst Flags ‘Very Inflated Valuations’ And Mounting Delays 

Analyst Tim Farrar said Rocket Lab may be better shielded from SpaceX, while AST faces direct competition from Starlink.

ASTS Stock Rises Overnight: AST SpaceMobile Clears The Runway For ‘Imminent’ UK Direct-To-Cell Service With Vodafone

ASTS said carriers “want the service now,” prompting AST SpaceMobile to push hard for a rapid rollout.

ASTS Vs RKLB: The Market Picked One, Cathie Wood Backed The Other — Which Space Play Won Q2?

ARK Invest bought 292,873 Rocket Lab shares worth about $23.43 million across ARKK, ARKQ and ARKX as the stock weakened.

Themes ETF Trust - Leverage Shares 2X Long ASTS Daily ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Feroldi ranked SPCX first, RKLB second and ASTS a “distant third,” suggesting a 75%-25% split favoring RKLB.</li><li>Feroldi praised Rocket Lab CEO Peter Beck as “a five, hands down,” but said “it all comes down to Neutron.”</li><li>Feroldi said ASTS could eventually hit a $100 billion-$200 billion valuation, while SPCX remains the space race’s “top dog.”</li></ul><p>Bestselling investing author Brian Feroldi prefers Rocket Lab (RKLB) over AST SpaceMobile (ASTS), calling both speculative “lottery tickets” but arguing Rocket Lab is further along and offers “better odds.”</p><h2 class="st-heading-2"><strong>RKLB Gets The Edge Over ASTS&nbsp;</strong></h2><p>Feroldi, author of Why Does the Stock Market Go Up? and founder of Long Term Mindset, firmly favored Rocket Lab. “If you’re choosing versus Rocket Lab, definitely Rocket Lab,” he<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=AGNYZw41Z80">&nbsp;said</a>, suggesting a hypothetical 75%-25% allocation in favor of RKLB.</p><p>“It’s a price-to-lottery-ticket,” he said. “This lottery ticket looks to me like it has better odds than the other lottery ticket because it’s further along.” Rocket Lab operates the flight-proven Electron rocket, manufactures spacecraft and components, owns launch infrastructure and serves commercial and government customers. Electron completed its 94th mission on Wednesday, deploying another Synspective Earth-imaging satellite.</p><p>The company reported record second-quarter (Q2) revenue of $234 million, up 62% year-over-year, and has secured major defense opportunities, including the Space Force’s $981 million-ceiling NITE-STAR vehicle, a $266 million HASTE contract and a $397 million satellite build-launch-operate award.</p><p>Feroldi also praised CEO Peter Beck as “a five, hands down” and “a very impressive individual.”&nbsp;</p><h2 class="st-heading-2"><strong>Neutron Remains RKLB’s Biggest Test</strong></h2><p>Neutron, Rocket Lab’s larger reusable rocket under development, is both its biggest catalyst and its greatest risk. “It all comes down to Neutron,” Feroldi said. His reverse-DCF analysis suggested Rocket Lab must grow revenue by 46% annually over the next decade to justify its current valuation, assuming a 15% long-term free-cash-flow margin.&nbsp;</p><p>Beck has said the window for a year-end debut is narrowing, with integrated testing, a wet dress rehearsal and a first-stage static fire still ahead. The first stage is targeted to reach Virginia in the fourth quarter.</p><p>Rocket Lab’s pending $8.1 billion enterprise-value acquisition of Iridium Communications could also reshape the business. Iridium generates $300 million in annual free cash flow, which could broadly offset Rocket Lab’s current losses. “That transaction might move this company to, let’s just call it, break-evenish,” Feroldi said, adding that it could “rocket” the company into a more mature phase while diversifying its revenue.</p><h2 class="st-heading-2"><strong>ASTS Offers ‘Damn Compelling’ Upside&nbsp;</strong></h2><p>Feroldi called AST SpaceMobile’s plan to deliver broadband directly to ordinary phones without special hardware “damn compelling.” AST has partnerships with more than 60 mobile operators covering about 3 billion subscribers, including AT&amp;T, Verizon Communications and Vodafone. BlueBird 12 and 13 recently deployed their arrays, a New Zealand gateway is operational and US Mobile is preparing a fourth-quarter direct-to-cell launch.</p><p>Berenberg initiated ASTS at ‘Buy’ with a $92 target on Wednesday, implying about 50% upside from the mid-$60s and helping lift the shares about 12%.&nbsp;</p><p>“There’s like 50 things that could go wrong with SpaceMobile,” Feroldi cautioned, pointing to launch execution, cash burn, dilution and Starlink competition. Yet, if ASTS succeeds, he said it could resemble “American Tower in space,” potentially supporting 20% to 30% free-cash-flow margins. “If this works, would it be ridiculous to think this is a $100 billion company or a $200 billion company?” Feroldi said. “Probably not.”</p><h2 class="st-heading-2"><strong>SpaceX Is Still The ‘Top Dog’</strong></h2><p>Despite backing RKLB over ASTS, Feroldi placed SpaceX above both due to its scale and first-mover advantage. “Look for the top dog and first mover,” he said. “Who is the top dog and first mover in the space race? SpaceX.” Feroldi said he would consider breaking his usual rule against buying newly listed companies during their first year, though he would prefer SpaceX at a valuation of roughly $600 billion to $800 billion.&nbsp;</p><p>“I would go with SpaceX first, Rocket Lab second, ASTS a distant third,” Feroldi added.&nbsp;</p><h2 class="st-heading-2"><strong>How Do Retail Traders Feel About ASTS, RKLB And SPCX?</strong></h2><p>On Stocktwits, retail sentiment was ‘bullish’ for ASTS amid ‘high’ message volume, ‘neutral’ for RKLB amid ‘low’ activity, and ‘bearish’ for SPCX amid ‘extremely low’ volume.&nbsp;</p><p>Over the past year, ASTS and RKLB have each gained 28%, while SPCX has fallen 13%.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/nio-geely-chip-push-analyst-calls-shares-undervalued/cZsMmkbRJHn">NIO Stock Could Get Geely Boost As Chip Push Expands Beyond Own EVs — Analyst&nbsp; Calls Shares ‘Undervalued’&nbsp;</a></p>

The Soyuz rocket launches to the International Space Station with Expedition 75 crewmembers: NASA astronaut Anil Menon, Roscosmos cosmonauts Pyotr Dubrov, and Anna Kikina onboard, on July 14, 2026. (Photo by Bill Ingalls/NASA via Getty Images)

RKLB Vs ASTS: Bestselling Investing Author Picks The ‘Lottery Ticket’ With Better Odds — But SpaceX Is The ‘Top Dog’

Leverage Shares 2X Long ASTS Daily ETF

Tidal Trust II - Defiance Daily Target 2X Short ASTS ETF

AST SpaceMobile Inc

Tradr 2X Long ASTS Daily ETF

Tidal Trust II - Defiance Daily Target 2X Long ASTS ETF

Tema Space Innovators ETF

Rocket Lab USA Inc

Defiance Daily Target 2X Long RKLB ETF

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ASTG Leverage Shares 2X Long ASTS Daily ETF

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