SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

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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BTIG Spots "Real-World Evidence" Humanoid Robots Are Entering The Workforce

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Robostrategy CEO Andrew Kang showcases 'Taku' the robot and talks the physical AI race

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RoboStrategy Stock: A High-Risk, High-Reward Opportunity for Long-Term Investors

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RoboStrategy CEO Explains Why He Shifted Focus From Crypto To Physical AI – Calls RoboStrategy The ‘MicroStrategy Of Robotics’

Equity

Andrew Kang increased his stake from $1 million to $19 million after betting on Figure AI in late 2023, a move his usual VC network cautioned against.

RoboStrategy is a venture capital investment firm that publicly trades a fund giving investors access to private & public companies leading in robotics and embodied AI.

RoboStrategy Inc

Neutral Sentiment

<ul class="summary-bullets"><li>Mechanism Capital founder and early DeFi investor Andrew Kang said that he was focusing on robotics and physical AI.</li><li>RoboStrategy, a closed-end fund, announced on May 11 that it had a committed equity facility of up to $2 billion from Roth Principal Investments.</li><li>RoboStrategy, the "MicroStrategy for Robotics," used Strategy's premium-harvesting strategy on robotics stock.</li></ul>Andrew Kang, the crypto investor known for early bets on DeFi protocols, says robotics and physical AI now represent the biggest opportunity in technology, shifting away from his earlier crypto bet. He outlined his bullish robotics thesis and compared the firm's strategy to Strategy's Bitcoin playbook. The company has secured a $2 billion equity facility and holds stakes across several robotics startups.<h2 class="st-heading-2">Why Andrew Kang Is Moving Beyond Crypto</h2>Kang, the co-founder of crypto venture firm Mechanism Capital, said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/Q_UWD5aoJkc?si=IAjvMfKJ3gYhtg3Q">interview</a> with Anthony Pompliano, describing a timeline for humanoids entering everyday life, "It's not a 50-year thing, it's not a 20-year thing, this is probably more like a three to five-year thing."&nbsp;Kang has been in Decentralized finance (DeFi) since 2018-2020, investing in top protocols like MakerDAO (MKR), Synthetix (SNX), and Thorchain (RUNE), which has put him ahead of the curve as the sector exploded. He is currently the CEO and co-founder of RoboStrategy (BOT).&nbsp;&nbsp;The closed-end fund launched trading on May 11 and has secured a committed equity facility of up to $2 billion from Roth Principal Investments. The fund has stakes in Figure AI, Apptronik, Dyna Robotics, Dexmate, Standard Bots, and Path Robotics, said Kang.<h2 class="st-heading-2">The Figure AI Bet That Changed His Mind</h2>Kang said his belief is based on late 2023, when he started to study Figure AI. "I went out to a bunch of my traditional VC network, and I asked them, 'Hey, look, what do you think about this company?' All of them told me not to invest," he said. But he came to believe that physical AI had cracked the intelligence bottleneck. He said he raised his own position from an initial $1 million to about $19 million.Kang ran the numbers on adoption, figuring a robot could do the work of three humans for about $2 an hour all-in, compared with $35 to $40 for a U.S. worker. Selling tens of millions of units, he pointed out, could mean trillions of dollars in revenue.<h2 class="st-heading-2">RoboStrategy On Strategy Playbook</h2>RoboStrategy called themselves&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RoboStrategy/thread/2056741632419012827">on X</a>&nbsp; “MicroStrategy for Robotics,” using the same capital-markets approach that Strategy (MSTR) employed to buy Bitcoin (BTC). This is a model in which a publicly traded company issues new shares at a premium to its net asset value and then uses the proceeds to buy more of the underlying asset, which the fund calls “premium harvesting.” Any issuance is accretive so long as the shares are sold at a premium to Net Asset Value (NAV), which enhances the value of assets per share even if the underlying asset hardly moves.<figure class="image"><a class="st-link-external" href="https://x.com/RoboStrategy/thread/2056741632419012827" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_06_03_at_5_06_52_AM_png_1dd07e24c2.webp" alt="Screenshot 2026-06-03 at 5.06.52 AM.png" width="812" height="1884"></a><figcaption>Source: @RoboStrategy/x</figcaption></figure>RoboStrategy made this case in a thread stating that this mechanism was behind the 55x growth in Bitcoin value per share for Strategy since 2020. The fund said that about 97% of that gain was due to issuing shares at a premium to net asset value, and only about 3% to Bitcoin appreciation, with repeated issuance cycles rather than the asset being the compounding engine. RoboStrategy seeks to bring that same structure to robotics equity.&nbsp;However, it comes at a time when the broader crypto market capitalization is down over 3% in the last 24 hours, and Strategy announced that it sold 32 BTC, with&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/btc-slips-to-sixty-sevenk-peter-schiff-mstr/cZ00PZhRewy">many critics</a> like Peter Schiff&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2061942885591789703?s=20">saying</a> that “When Bitcoin breaks $50K, it should be a quick fall below $20K, which should be a big enough drop to shake the conviction of long-term HODLers”.<a href="https://stocktwits.com/symbol/BOT">BOT’s stock</a> closed up over 10% on Tuesday, and is down 1% in the pre-market trade. On Stocktwits, retail sentiment around BOT remained in the ‘extremely bearish' zone, while chatter stayed at ‘extremely low’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/congress-plan-to-slap-washsale-rules-on-bitcoin-criticsm/cZ00IOfReDf">Congress’s Plan To Slap Wash-Sale Rules On Bitcoin Could Leave Everyday Crypto Use In Limbo, Research Firm Warns</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

A macro shot of a wooden hand holds a Bitcoin representation in Athens, Greece, on September 4, 2025. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

Andrew Kang, the crypto investor known for early bets on DeFi protocols, says robotics and physical AI now represent the biggest opportunity in technology, shifting away from his earlier crypto bet. He outlined his bullish robotics thesis and compared the

Crypto Veteran Andrew Kang Bets Big On Robotics, Calls RoboStrategy The ‘MicroStrategy Of Robotics’

RoboStrategy, Inc.

Global X Funds Global X Robotics & Artificial Intelligence ETF

Strategy

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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