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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 stronger-than-expected quarterly results and rapid growth in its AI compute business have driven attention, alongside Musks ambitious expansion outlook and talk of a possible Tesla merger. Many traders welcomed the results and rallied around the growth story, while others questioned the forecasts, valuation and heavy capital spending.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros preliminary quarterly sales and gross-margin outlook came in well above its prior guidance, with the company citing stronger demand for AI platforms. Traders largely welcomed the update as evidence of accelerating AI-server demand and speculated about a short squeeze, while others questioned cash flow, execution and whether the improved margins can hold.

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 profit beat was overshadowed by a softer fourth-quarter outlook, slowing revenue growth and a reduced advertising-revenue forecast. Traders focused on growth and ad-business execution amid streaming competition, while some argued the selloff was excessive given the solid quarter and continued profitability.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

LUNR is drawing attention amid a steep selloff across space stocks, with traders debating whether sector pressure and competition for investor interest from SpaceX are driving the decline or whether company-specific concerns including a recent earnings miss, cash burn and dilutionare weighing more heavily. Some investors are watching for upcoming NASA CLPS milestones and mission updates as potential catalysts, while others remain bearish on the stocks outlook.

TRUMP is a politics-themed digital coin built on the Solana blockchain that uses the brand of Donald Trump to foster a community-driven ecosystem. As a community-focused asset, it is designed to bridge political support with web ownership, operating within the PolitiFi sector to blend political movements with decentralized finance tools. The project's main value proposition lies in its official ties to Donald Trump’s media and business brands, which allows it to provide unique physical utility such as invitations to gala dinners and meetings at Mar-a-Lago.  The token serves as the primary currency for the officially licensed Trump Billionaires Club mobile and web game, where it is used for in-game purchases and unlocking features. By leveraging the Solana blockchain, the project ensures that these in-game actions and token transfers remain fast and cost-effective. The ecosystem remains stable through a programmatic release schedule that introduces new tokens slowly to prevent supply shocks, alongside the use of specialized market makers to maintain consistent liquidity for traders.  Holders can also participate in liquidity sharing by providing their tokens to automated systems to facilitate trading for others, often earning rewards or prizes in return. Beyond digital utility, holding a specific amount of the token is a requirement for attending exclusive real-world events, including VIP parties at Mar-a-Lago. The project is managed by the Trump Meme Team and is linked with Trump Media, with an investor base that includes a wide range of retail buyers and large holders who utilize secure custody services for their assets.

Trump For President

The Official Trump meme coin is drawing attention amid its steep decline from launch highs, with many traders alleging a rug pull and pointing to retail losses; bullish voices counter that it could rebound, while some cite a token unlock as a potential volatility catalyst.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Attention centers on the QualcommArm contract dispute and Judge Noreikas decision on Qualcomms request for a five-year royalty pause; traders note that the jury awarded only nominal damages, but the potential royalty impact remains unresolved. The discussion is split between concern about that legal overhang and hopes for a rebound after a sharp selloff, alongside criticism of Arms valuation.

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 the dominant topic, with bullish traders viewing it as a long-delayed milestone that could unlock deliveries, while skeptics say approval alone wont fix production bottlenecks or improve cash flow. The muted stock reaction has fueled sell the news frustration and sharpened the debate over whether Boeing can turn certification into higher deliveries.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklos steep selloff and repeated lows dominate discussion, with traders pointing to share dilution and founder selling alongside the risks of a pre-revenue reactor developer whose commercialization is still years away. Some see an oversold buying opportunity tied to long-term AI power demand and nuclear-sector potential, but bearish frustration and uncertainty about whether the decline has bottomed are more prominent.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf CEO Paul Pragers public comments on strong long-term power demand, project execution and the companys powered-shell modelproviding data-center space and power without owning depreciating GPUshave fueled renewed interest and a sharp rebound after a steep selloff. Bulls see the comments as a case for separating WULF from debt-heavy neocloud peers, while skeptics view the move as a relief bounce and remain concerned about financing, execution and broader AI-infrastructure weakness.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuits outlook below expectations despite a quarterly earnings beat, alongside slower customer growth and concerns about AI competition and TurboTax pricing, has driven the discussion. Traders are split between buying the selloff as an overreaction and expecting further weakness as the company works to prove its growth strategy.

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Fabrinets sharp selloff despite an earnings beat and upbeat outlook is driving discussion, with traders pointing to weak free cash flow, heavy investment and working-capital needs as possible concerns. Others see the drop as an overreaction, citing continued AI data-center and optical-connectivity demand and debating whether the stock is oversold.

Reasons to Hold TTMI Stock Despite 11% Decline in Three Months

TTM Technologies' 11% stock decline raises concerns, but booming AI data-center demand, expanding defense opportunities and an upbeat 2026 view support a hold.

AAOI Stock Gains 17% in a Month: Should You Buy, Sell or Hold?

Applied Optoelectronics rallies 16.6% in a month as AI-driven optical demand accelerates, but supply constraints, competition and a premium valuation remain concerns.


Fabrinet Drops 13% YTD: Should You Buy the Stock at the Dip?

FN's 12.5% YTD slide reflects customer concentration, margin pressure and high spending, even as AI data-center demand fuels growth.

Applied Optoelectronics Rides on AI Boom: Can It Beat LITE and FN?

AAOI is riding on AI-driven data-center demand as 800G sales surge, 1.6T orders top $200M, and manufacturing capacity expands to support growth.


AAOI vs. Fabrinet: Which AI Data Center Stock Is the Better Buy?

Applied Optoelectronics faces supply constraints despite surging 800G demand, while FN's broad AI data-center growth and capacity expansion strengthen its position.


FN Rides on Surging Data Center Demand: Can It Outpace AAOI & LITE?

Fabrinet's surging data-center revenues, DCI growth and capacity expansion strengthen its position against optical rivals AAOI and LITE.

Fabrinet's 2026 Outlook: Capital Expansion Powers Surging AI Hardware Demand

Key PointsFabrinet holds a critical, high-barrier position in the AI infrastructure supply chain...

Coherent's Datacenter Business Powers its Revenue Growth

COHR's fiscal Q4 revenues climb to $2.05 billion as datacenter and communications demand drive nearly 79% of sales and offset industrial weakness.

Fabrinet (FN) Down 22.3% Since Last Earnings Report: Can It Rebound?

Fabrinet (FN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

FN's AI Optical Growth Accelerates: Can It Challenge LITE & AAOI?

Fabrinet rides on surging AI data-center demand, with strong DCI, HPC and transceiver growth supporting its push against optical rivals.

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinet Stock Tumbles Pre-Market As Barclays Slashes Price Target Despite Q2 Earnings Beat: Retail Stays Bullish

Equity

Bullish Sentiment

Shares of Fabrinet (FN) fell more than 7% in pre-market trade on Tuesday after analysts at Barclays lowered their price target for the stock.According to TheFly, Barclays cited muted guidance for the third quarter&nbsp;as datacom revenue overshadowed Fabrinet’s beat-and-rise second-quarter performance.It&nbsp;lowered Fabrinet stock’s price target to $245 from $292, implying an upside of 9% from current levels.&nbsp;The brokerage maintained an ‘Equal Weight’ rating on the stock.Fabrinet reported second-quarter revenue of $833.6 million, ahead of consensus estimates of $813.5 million, according to data from Stocktwits.&nbsp;It reported earnings per share (EPS) of $2.61,&nbsp;beating the analysts’ forecasts&nbsp;of $2.49.“By major product area, we anticipate datacom revenue to be down slightly sequentially in anticipation of the ramp in the coming quarters from next generation products,” Fabrinet said during the post-earnings conference call, offering guidance for the third quarter, according to TheFly.The optical packaging services provider guided for revenue of $850 million to $870 million for the third quarter, compared to $731.5 million that it reported in the same period last year.Barclays analysts believe that the timeline for Fabrinet’s 1.6-terabit transceivers for Nvidia Corp.’s (NVDA) Blackwell chips has been delayed, or at least there is “great uncertainty” about when the cycle will begin. This could impact the company’s revenue growth.Retail sentiment on Stocktwits around the Fabrinet stock remained in the ‘extremely bullish’ (88/100) territory despite the reduction in price target. Message volume soared, showing an increase in retail internet.<figure class="image"><img style="aspect-ratio:648/152;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/FN_retail_sentiment_34e3bbc237.jpg" alt="FN retail sentiment.jpg" width="648" height="152"><figcaption>FN sentiment and message volume February 4, 2025, as of 8:30 am ET | Source: Stocktwits</figcaption></figure>Users expressed their optimism, with one user observing that the volume needs to “take off.”<stembedurl>https://stocktwits.com/MemoelToro/message/602751358</stembedurl><stembedurl>https://stocktwits.com/tradingforthefuture507/message/602767635</stembedurl><a href="https://stocktwits.com/symbol/FN">Fabrinet’s stock price</a> has gained nearly 15% over the past six months, but its one-year performance has seen sideways movement, with gains of just under 1%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/nokia-stock-rises-pre-market-on-multi-year-deal-expansion-with-att-to-upgrade-network/chPrGQkRAV">Nokia Stock Rises Pre-Market On Multi-Year Deal Expansion With AT&amp;T To Upgrade Network: Retail Stays Extremely Bullish</a>

Stock market down on a black background. | Image source: Yuichiro Chino via Getty Images

The brokerage believes that the timeline for Fabrinet’s 1.6T transceivers for Nvidia’s Blackwell chips has been delayed, or at least there is “great uncertainty” about when the cycle will begin.

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.

Current Price	$355.48
Prev Close	$362.69
Open	$357.00
Dividend Yield	0.00%
50-Day Moving Average	$434.58
Beta	2.23
Avg. Volume	766,688.57
PE Ratio	27.25

52-Week High	$748.89
52-Week Low	$345.71
Market Capitalization	$13B
EPS (Annual)	$13.05
Price to Book	5.19
Revenue Per Employee	$215,654.34

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