SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 drawing attention amid renewed concerns about its heavy debt burden, high borrowing costs and HSBCs bearish assessment of its ability to fund growth. Traders are split between viewing the decline as an overdone move that could fuel a rebound and warning that financing risks could keep pressure on the AI infrastructure provider.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude swings on fears of Middle East supply disruptions, including reported attacks on shipping and energy infrastructure and heightened Iran-US tensions. Traders are divided between bulls focused on geopolitical supply risks and bears who see peace-deal headlines, disputed reports, or a normalization of flows unwinding the oil premium.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SLS is drawing attention as traders await the 80-event trigger for the Phase 3 REGAL trial of GPS; the last disclosed count was 78, and claims that the threshold has since been reached remain unconfirmed. Bulls interpret the extended trial as encouraging and speculate about a buyout or ASH update, while skeptics stress that the outcome is still uncertain and the timing unclear.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing attention amid a sharp selloff in AI neocloud stocks, as investors weigh financing risks and warnings that some providers may not survive; traders are frustrated that IREN has lagged peers and debate whether the weakness is justified. Some point to the co-CEOs comments that data-center assets carry no debt and customer prepayments help fund GPU costs, while others remain concerned about sector-wide risk and continued selling.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoins rebound toward the $83,000 area has fueled talk of a breakout and possible short squeeze, with bullish traders pointing to resilient buying. Others call the move a temporary bounce and stress that Bitcoin needs to hold key levels above $82,000$83,000 to sustain momentum.

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, amid concerns about Trumps standing ahead of the midterms and Truth Socials declining appeal, dominates discussion. The community is broadly bearish, citing weak business fundamentals and continued selling, while a few traders see scope for a short-term bounce.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Unconfirmed reports of a possible U.S.Iran deal are driving a sharp, volatile SPY rebound, with traders linking the reports and falling oil prices to the move. The community is split between chasing calls and viewing the rally as a fake-news pump that could fade, citing the lack of official confirmation and conflicting denials.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegians reported Q3 outlook increase and reaffirmation of its 2026 outlook, alongside Carnivals strong results lifting cruise shares, are driving renewed interest. Bulls point to resilient bookings and heavy short interest as reasons for optimism, while others remain cautious about fuel costs, debt, and NCLHs lagging performance versus peers; squeeze talk is speculative.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhoods steep selloff and continued weakness dominate discussion, with traders pointing to analyst caution and a risk-off market ahead of earnings. Bears see more downside, while bulls argue the pullback is a buying opportunity and watch for support to hold.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Unconfirmed reports of a potential US-Iran deal and a pullback in oil prices are central to the sharp QQQ swings, with traders attributing the rebound to reduced geopolitical risk. The community is divided between buying the move ahead of major tech earnings and warning that the deal chatter may be unreliable and the rally a bull trap, amid continued concern about AI and semiconductor weakness.

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SpaceX Will Be 'Largest, Most Profitable Company On The Planet,' Says Veteran Elon Musk Bull Whose Funds Trail US Markets

Equity

 Veteran investor Ron Baron is increasing his exposure to SpaceX ahead of its highly anticipated IPO.


Baron ETF Trust - Baron Financials ETF

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<ul class="summary-bullets"><li>Baron Capital has submitted a $1 billion order in the upcoming SpaceX IPO.</li><li>He estimates SpaceX has already generated about $12 billion of the $20 billion in profits his clients have earned from investments across Musk-led companies.</li><li>While bulls see strong post-IPO demand driven by institutional investors and index inclusion, bears point to SpaceX’s reported 2025 loss and valuation concerns.</li></ul>With just days to go before the much-awaited SpaceX IPO, 83-year-old billionaire investor Ron Baron is making his biggest bet yet on Elon Musk's aerospace giant, even as most of his firm's funds continue to trail the benchmark U.S. indexes.In a client call earlier this month, the video of which was published over the weekend, the founder of New York-based Baron Capital laid out his long-term conviction in <a href="https://stocktwits.com/symbol/SPACZZX.P">SpaceX</a> and why he views the company as a potential lifetime holding.<h1 class="st-heading-1">Baron's Bull Case For SpaceX</h1>Baron said investments in Musk's companies over the years have generated $20 billion in client profits, with roughly $12 billion of that coming from SpaceX alone. He expects the IPO — expected to price at around $1.5 trillion to $1.75 trillion in valuation — to be just the beginning."I think it's going to be worth 10, 20, or 30 trillion dollars," Baron said. "SpaceX will become the largest, most profitable company on the planet."His take attracted Musk’s attention too, with the SpaceX CEO&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2063743599401906637">saying</a>: “Maybe [the] largest in this sector of the galaxy.”Baron also revealed that his firm has placed a $1 billion order for shares at the IPO price, a figure he arrived at by calculating what it would take to avoid dilution of his existing stake, which he pegged at roughly 1.25% of the company based on current holdings against a $1.25 trillion valuation."There are so many people who are huge money managers — people with two trillion, three trillion, one trillion — they don't own a share," he said, arguing that pent-up institutional demand and the inevitable inclusion of SpaceX in passive indexes would drive sustained buying pressure after the listing.SpaceX has started marketing a $75 billion IPO at a fixed price of $135 per share, targeting a valuation of $1.8 trillion. It has already drawn double the investor demand, according to Reuters.<h1 class="st-heading-1">Ron Baron: From Tesla Skeptic To Big Musk Fan</h1>Baron's relationship with Musk dates back to 2010, when he turned down Musk's pitch to invest in Tesla. He changed his mind after the launch of the Model S and Model X and, by 2017, had bought into Musk's vision for SpaceX as well. Their relationship warmed further in 2022, when Baron offered to back Musk's $44 billion acquisition of Twitter (now X) with cash from both his mutual funds and his personal account, according to the Wall Street Journal.<h1 class="st-heading-1">SpaceX IPO: What Bulls And Bears Are Saying</h1>SpaceX's listing, expected to be the largest IPO in history, has drawn sharp debate. Bullish analysts&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-ipo-could-see-strong-day-1-pop-gary-black-but-one-detail-could-change-the-outcome/cZ08GBQReCU">expect</a> shares to pop strongly on their Nasdaq debut this Friday. Skeptics have warned of significant drawdowns at the expense of retail investors, who have been allocated 30% of the offered shares.The bear case centers in part on SpaceX reporting a net loss of $4.9 billion on $18.7 billion in revenue in 2025. Bulls counter with projections from Morgan Stanley, which is also one of the IPO's underwriters, pegging SpaceX's revenue at $3.4 trillion and adjusted core profit at $2.7 trillion by 2040.For now, SpaceX's primary cash engine is <a href="https://stocktwits.com/news-articles/markets/equity/spacex-ipo-starlink-analyst-profitability-overstated/cZJtd11RIvo">Starlink</a>, its global satellite internet service delivering high-speed broadband to remote and rural areas where traditional infrastructure is unavailable or unreliable.<h1 class="st-heading-1">SpaceX IPO: What's At Stake For Ron Baron</h1>A strong post-IPO performance would be well-timed for Baron, whose largest fund is down this year amid a modest client exodus to competing funds. Of his firm's ETFs, only one has outpaced the S&amp;P 500 and the Nasdaq year to date. His Baron First Principles ETF — where SpaceX carries a 2.21% weighting — is down more than 4% since its December 2025 launch.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260608_013535071_png_f1f0cf4e00.webp" alt="koyfin_20260608_013535071.png" width="2400" height="1800"></figure>On Stocktwits, interest in Baron's&nbsp;<a href="https://stocktwits.com/symbol/RONB">RONB ETF</a> has surged, with followers up nearly 142% over the past three months and message volume doubling in the past 30 days. Sentiment, however, reads 'bearish,' suggesting retail traders remain skeptical of the vehicle even as they follow it closely."SpaceX'll be the BlackBerry of the rocket and space industry," one user <a href="https://stocktwits.com/Ermergerd/message/653876986">wrote</a> last month.But a more recent wave of bullish posts has been building. "Ron Baron said the math is bullish for SpaceX! Long!" <a href="https://stocktwits.com/VegasRenegade/message/653792635">posted</a> another.Asked about rumors of a SpaceX-Tesla merger, Baron&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=hbSFhuagd6Y&amp;t=2s">said</a>: "That's not that big of a promise because I am 83. I'm not selling my shares in my lifetime. I'm not a trader. I'm just an investor investing in businesses that are run by people who I admire, who I trust, who are really smart."For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/default/5/hyliion-ceo-bets-on-ai-data-centers-as-biggest-market-over-time/cZ0HxWBRe6u">Hyliion CEO Bets On AI Data Centers As Biggest Market Over Time, But Sees 'Great' Defense Customers Offering Safety Net</a>

Ron Baron, founder and chief executive officer of Baron Capital, during the launch of Baron Active ETFs on the floor of the New York Stock Exchange on Monday, Dec. 15, 2025. (Photographer: Michael Nagle/Bloomberg via Getty Images)

 Veteran investor Ron Baron is increasing his exposure to SpaceX ahead of its highly anticipated IPO.

Baron Capital Enterprise Inc

Baron ETF Trust - Baron Technology ETF

Baron ETF Trust - Baron First Principles ETF

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SpaceX ($SPCX) reports earnings after the close today. What do you expect?

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SpaceX

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