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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs quarterly results drew attention after traders highlighted a sizable earnings and revenue beat, though the share reaction was muted and volatile. The debate centers on whether strong growth can outweigh heavy spending, valuation concerns and a looming share unlock.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly results beat earnings expectations, but weaker forward guidanceparticularly the Q4 outlookprompted a sharp post-report selloff. Traders are split between viewing the drop as justified by slowing growth and buying it as an overreaction to an otherwise solid quarter.

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

A sharp rebound has focused attention on the approaching 80-event trigger for SELLASs Phase 3 REGAL trial and its eventual final analysis, with traders also pointing to SLS009 updates as potential catalysts. Buyout and data-leak theories are circulating, but no deal or new trial result is confirmed; some traders view the move as a speculative rebound without company news.

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

IRENs sharp selloff and underperformance versus other AI data-center peers are fueling debate amid concerns about neocloud funding, AI infrastructure returns and potential sector consolidation. Traders are split over whether the decline reflects business, dilution and execution risks or an oversold move; bulls cite co-CEO Daniel Roberts comments that data-center assets carry no debt and customer prepayments help fund GPU costs, while skeptics remain unconvinced.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgicals Q3 results beat expectations, but shares sold off, prompting traders to call it a sell the news reaction. Bulls see the drop as an overreaction to strong results, while skeptics point to weaker reported earnings after a one-time litigation charge and elevated expenses.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Uniteds quarterly results narrowly missed expectations as sharply higher fuel costs pressured profitability despite revenue growth, while upbeat forward revenue guidance and resilient travel demand offered a counterpoint. Traders are divided between concern that fuel will keep squeezing margins and optimism that demand and pricing can offset the costs.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAAs certification of Boeings 737 MAX 10 is driving attention, with traders debating its significance because the model represents a substantial part of the MAX backlog. The stocks weak reaction has fueled a sell the news discussion, as many focus on whether Boeing can increase production and deliveries enough to improve cash generation.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea shares are selling off despite plans to pursue a Monee financial-services IPO and launch an AI cloud business. Traders debate whether the moves could unlock value or instead add uncertainty and spending, while many point to the stocks sharp technical breakdown; some view the decline as an overreaction.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPTs rise is being attributed mainly to strength across biotech, with traders also citing Silence Therapeutics acquisition as a signal of broader pharma interest in siRNA. The community is divided on whether the move reflects sector momentum or company-specific buying; speculation about a data leak remains unconfirmed.

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

GM is selling off despite a Q3 earnings beat as traders focus on the narrowed full-year profit outlook, whose midpoint was unchanged, rather than the new buyback authorization. Some traders view the drop as an overreaction and cite the buyback and stronger cash-flow outlook, while others say the cautious outlook outweighs those positives.

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Tom Lee Says BitMine Has No Reason To Sell ETH With Staking Rewards Over $300M

Cryptocurrency

Lee said that Ethereum should be trading above $5,000 in a new bull cycle, and could top $10,000 in one to two years.


Tom Lee Says Robinhood's Blockchain Is One Of 2026's 'Biggest Success Stories'

Equity

Bitmine staked 85% of its Ethereum holdings, generating annualized staking revenue of roughly $242 million.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc - 9.50% PRF PERPETUAL USD 100 - Ser A

Bearish Sentiment

<ul class="summary-bullets"><li>BitMine won’t have to sell Ethereum out of financial necessity because the staking rewards of about $300 million a year cover roughly $30 million to $35 million in annual preferred dividends, Lee said.</li><li>In total, BitMine had 5,815,164 ETH, or about 4.8% of supply, 200,000 ETH short of the 5% it set out to hold.</li><li>Lee said it would make sense for enterprises to start holding ETH and BitMine would revisit the question next year.</li></ul>BitMine Immersion Technologies Inc. (BMNR) chairman Tom Lee said on Monday that the company would not need to sell any of its Ethereum (ETH) holdings, and that staking rewards easily cover its obligations to preferred shareholders.BitMine will not sell ETH out of financial necessity, and its preferred stock dividends are well covered by existing ETH rewards, Lee&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=2SgQ5kVo5v8">told Bankless</a>. He estimated the annual dividend burden on the company’s 9.5% Series A perpetual preferred (BMNP) at about $30 million to $35 million, compared with staking rewards that he said would be close to $300 million a year at current prices."Instead of us selling Ethereum, we're more likely trying to find ways to monetize our Ethereum holdings," Lee said, adding that ETH was an inherently yield-bearing asset and that the company was not currently converting rewards into dollars.<h2 class="st-heading-2">Five Percent Not Final</h2>Lee also suggested that the&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bmnr-nears-5-percent-all-ethereum-tom-lee-buys/cZKf8SJR731">company’s 5% supply target</a> may not be a cap. “It would make a ton of sense to own more than 5% if enterprises start to hold ETH as a long-duration asset, but we’ll come back to that question next year,” he said.Lee estimated the company was about 200,000 ETH, or roughly $350 million, short of the target. Staking rewards alone were worth more than 100,000 ETH a year, he said, so around 80,000 ETH had to be purchased outright.BitMine was expected to reassess how quickly it would buy Ethereum in September, said Lee, and the company would probably have bought up to 5% if the Digital Market Asset Clarity Act (CLARITY Act) had passed. The Senate is expected to take&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coinbase-ceo-crypto-bull-market-clarity-act-trump-ethics-offer/cZYIAcJRJZ4">a procedural vote</a> on the bill September 15.Lee added that Ethereum should be trading above $5,000 on a new bull cycle alone and could easily go above $10,000 within one to two years once tokenization and AI-driven demand are layered in.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> was up by 2% during the past 24 hours. On Stocktwits, retail sentiment around ETH remained in the ‘extremely bullish’ zone, while chatter around it stayed at ‘high’ levels over the past day.<h2 class="st-heading-2">Neutral On Issuance Debate</h2>Lee declined to comment on EIP-8361, the Tapered Issuance Burn proposal submitted last week, which would kill consensus-layer issuance after half of the ETH supply is staked. He said BitMine had spoken to both supporters and critics and would not comment until those discussions were complete.&nbsp;“If there was no yield on Ethereum, there would be a lot of other ways to generate it,” Lee said.&nbsp;<h2 class="st-heading-2">Rally Lifts Holdings To $14.9B</h2>BitMine disclosed on Monday that its crypto, cash, and “moonshot” holdings climbed to $14.9 billion after Ethereum rose 30% over the week.&nbsp;As of Sunday, the company held 5,847,611 ETH at $2,440 per token, of which 5,067,309, or roughly $12.4 billion worth, is staked through&nbsp;Made in America Validator Network (MAVAN), plus 210 Bitcoin (BTC), a $180 million stake in Beast Industries, an $89 million stake in Eightco Holdings (ORBS), and $308 million in cash and marketable securities. “Annualized staking revenues are now projected at $330 million,” said Lee.<a href="https://stocktwits.com/symbol/BMNR">BMNR stock</a> was up over 7% during midday trading. On Stocktwits, the retail sentiment around BMNR was in the ‘extremely bullish’ zone, while chatter around it stayed at ‘extremely high’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gemini-prediction-markets-exclusive-apex-crypto-deal/cZYKNlDRJF4">Gemini Moves Deeper Into Prediction Markets With Exclusive Apex Crypto Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tom Lee, the chairman of BitMine, speaks during the Fan Meetup at World Flagship Space Seoul on September 25, 2025 in Seoul, South Korea. (Photo by Myunggu Han/Getty Images for BitMine)

BitMine Immersion Technologies Inc. (BMNR) chairman Tom Lee said on Monday that the company would not need to sell any of its Ethereum (ETH) holdings, and that staking rewards easily cover its obligations to preferred shareholders.

BitMine Immersion Technologies Inc

Eightco Holdings Inc

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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