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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 strong quarterly results, rapid growth in its AI compute business, and Musks ambitious revenue outlook fueled bullish enthusiasm. Traders also questioned the valuation and heavy capital spending, with some skeptical that the growth projections are achievable.

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 first-quarter update sharply raised its revenue outlook and improved its gross-margin forecast, citing stronger AI-platform demand. Many traders view the update as a potential validation of growth and a reason for a re-rating, while others question whether the company can deliver consistently and whether the rally will 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 results beat profit expectations, but a softer Q4 outlook and a lower advertising revenue forecast have fueled a selloff amid concerns about slowing growth. Bears see deeper issues with ad execution, engagement and competition, while some bulls view the reaction as overdone given the companys profitability and buybacks.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reported orders from Alibaba, ByteDance and Tencent for Nvidias export-compliant GPUs have focused attention on Chinese demand despite U.S. restrictions and reported supply limits. Traders also cite strong AI infrastructure spending, including SpaceXs results, as bullish support, while others question whether the spending can earn adequate returns and note Nvidias muted share-price reaction.

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

SELLAS is drawing attention as traders anticipate the REGAL Phase 3 trial reaching its 80-event trigger for final analysis; the last disclosed count was 78. The rebound has fueled speculation about an imminent data update or buyout, amplified by the CEOs next chapter remarks and the companys planned ASH presence, while skeptics stress that no new results or deal have been confirmed.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in a broad selloff in AI infrastructure and neocloud stocks, as traders worry about debt-funded expansion, financing costs, and whether demand can justify the buildout; weakness in CoreWeave and other peers is a frequent point of comparison. Bulls argue that strong compute demand and upcoming earnings could support a recovery, while others see the rebounds as temporary amid continued sector and market pressure.

TOSHI

TOSHI is drawing attention amid a rebound and increased trading activity, with traders watching a repeatedly tested resistance area and speculating about a breakout or short squeeze. Optimism over a possible move higher is countered by concerns that previous rallies have faded; talk of an upcoming announcement or listing remains unconfirmed.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

FRVO is under pressure amid a sharp selloff and debate over a bearish Morpheus Research report questioning Fervos geothermal performance, including water recovery and project economics; some traders also cite analyst rating cuts and transmission constraints. Bulls dispute the report and point to Cape Stations commercial operation and Google power agreement, while skeptics say execution and scalability remain unproven.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Attention is centered on Redwires upcoming Q3 earnings, with traders watching support for a possible double bottom and looking for a catalyst to reverse recent weakness. Some expect a lift from strength in other space stocks, while others remain cautious about low volume and the stocks inability to hold gains.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP is being discussed amid a broad rare-earth sector selloff and uncertainty over U.S.China negotiations and Chinese rare-earth shipments. Traders are split between near-term concerns about continued weakness and the longer-term case for U.S. supply-chain independence, government backing, and MPs magnet-production ramp.

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Is Wall Street Getting Uber Wrong? Bill Ackman Backs Bull Case That Robotaxi Fears Are Overblown 

Equity

Oguz Erkan, founder and writer of Capitalist-Letters, said the capital-intensive nature of robotaxi fleets makes large-scale platform operators like Uber well positioned to benefit as adoption grows.


Lucid Eyes $158M In Cost Savings After 2nd Round Of Layoffs This Year – Set To Reduce Shifts At Its Biggest Manufacturing Plant

The EV maker said it plans to cut around 18% of its U.S. workforce, including full-time employees, contractors, and hourly production workers.

Are Self-Driving Cars the Future of Transport? ETFs at the Wheel

Autonomous driving gains traction as Tesla, Waymo and Zoox expand robotaxis, while ETFs offer diversified exposure to the AV boom.

EV ETFs: A Long-Term Winner From Energy Market Turmoil?

Energy market volatility and rising fuel costs may be fast-tracking EV adoption. EV ETFs may be a long-term play worth watching.

Rivian Reports 19% Jump In Q1 Deliveries, Signals Steady Growth 

The electric vehicle maker reaffirmed 2026 delivery guidance of 62,000 to 67,000 vehicles. 


RIVN Stock Gains 4% Pre-Market After TD Cowen Upgrade: Analyst Sees Strong Demand For Upcoming R2 Models

The firm believes the new lineup could significantly expand Rivian's addressable EV market.

NIO Reports First Ever Profitable Quarter - NIO Stock Jumps 10%

The Chinese EV maker reported a 76% increase in fourth-quarter revenue, beating Wall Street estimates, according to Fiscal.ai data.

Why Did EVTV Stock Surge 22% In Pre-Market Today?

Azio AI announced that it has received a purchase order from EVTV for 28 next-generation ASIC compute systems.

RIVN Stock Surges 20% Pre-Market On Upgrade: Analysts See Edge With Rivals ‘Slow-Walking’ EV Transition

Deutsche Bank and UBS upgraded the stock, noting a favourable near-term risk-reward profile after its fourth-quarter results.

Tesla’s China Retail Sales Slump 45% In January: Report

The electric vehicle maker’s retail sales in January stood at 18,485 vehicles, its lowest monthly figure since November 2022.

iShares Trust - iShares Self-Driving EV and Tech ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Erkan believes companies like Waymo and Tesla will eventually focus on supplying autonomous vehicles, while Uber remains the platform connecting riders with robotaxi fleets.</li><li>Jason Calacanis, an angel investor in Uber, said the stock’s valuation represented a generational buying opportunity.</li><li>Uber reiterated it plans to invest more than $10 billion in robotaxis over the coming years, primarily through equity investments in autonomous driving partners.</li></ul>Uber Technologies (UBER) is drawing renewed attention after billionaire investor Bill Ackman backed a bullish investment case which argued that concerns over robotaxis have unfairly weighed on the stock’s valuation. Prominent investors believe that autonomous vehicles could become Uber’s biggest growth driver.&nbsp;<a href="https://stocktwits.com/symbol/UBER">UBER shares</a> climbed 0.5% higher in pre-market trading on Thursday.<h2 class="st-heading-2">Uber To Benefit From Fragmented Autonomous Vehicle Market</h2>Oguz Erkan, founder and writer of Capitalist-Letters, said that Uber is undervalued, trading at around 15 times expected 2027 earnings and 12 times 2028 earnings, despite expectations for double-digit annual growth through 2030. Erkan argued that Uber’s discounted valuation reflects investor concerns that robotaxis will hurt its future earnings, but he believes those fears are overdone.Erkan believes the autonomous vehicle market will remain fragmented, with players such as Waymo, Tesla, Zoox, and AVride. Rather than operating their own ride-hailing platforms, these companies could ultimately focus on being OEMs and supplying autonomous vehicles, while Uber continues serving as the platform connecting riders with fleets.“So, over time, we’ll see companies like Tesla and Waymo to position themselves as equipment providers (OEM) rather than service providers and platforms like Uber will act as service providers,” Erkan wrote in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/oguzerkan/status/2085150151069274378">post</a> on X.He also argued that the capital-intensive nature of robotaxi fleets makes large-scale platform operators like Uber well positioned to benefit as adoption grows.Billionaire investor Bill Ackman, whose Pershing Square hedge fund disclosed a major stake in Uber in February 2025, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/BillAckman/status/2085322749468156169">said</a> he agreed with the thesis.<h2 class="st-heading-2">Angel Investor Sees UBER At $100</h2>Meanwhile, Jason Calacanis, an angel investor in Uber, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Jason/status/2085014874845843519">said</a> the stock represented a “generational buying opportunity,” adding that the company’s valuation is now similar to Waymo’s.He also said the stock could climb back above $100 if Khosrowshahi successfully demonstrated 100 autonomous rides without a safety driver, to which Khosrowshahi <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/dkhos/status/2085179594731033051">replied</a>: “We’re going to make it happen … and much more.”<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Jason/status/2085014874845843519"><img src="https://news.stocktwits-cdn.com/Jason_cfb9aad53a.jpg" alt="Jason.jpg"></a>Ackman also agreed with Calacanis’ thesis.<img src="https://news.stocktwits-cdn.com/image_2_e518398497.png" alt="image (2).png"><h2 class="st-heading-2">Uber Doubles Down On Autonomous Strategy</h2>The comments came after Uber reiterated its plans to invest more than $10 billion in robotaxis over the coming years, primarily through equity investments in autonomous driving partners.CEO Dara Khosrowshahi also dismissed reports that Waymo could end its partnership with Uber, saying he expects the companies to continue working together in Austin and Atlanta while Uber expands relationships with other autonomous vehicle developers.Uber reported 12% revenue growth to $14.19 billion, although the figure missed analysts’ expectations of $14.27 billion, according to Fiscal.ai. However, earnings of $1.17 per share came above consensus estimates of $0.83 per share.&nbsp;&nbsp;<h2 class="st-heading-2">Wall Street Trims UBER’s Price Target</h2>On Thursday, Barclays trimmed its price target on Uber to $106 from $107 but maintained an ‘Overweight’ rating, saying the company is investing heavily to strengthen its position in autonomous vehicles and expand its global food delivery business.Wells Fargo also lowered its target to $89 from $100 while keeping an ‘Overweight’ rating. The brokerage said delivery demand remains strong and expects U.S. mobility to improve through 2026, although slower trip growth is weighing on the stock.<h2 class="st-heading-2">UBER Retail Bulls See $1 Trillion Valuation</h2>Retail sentiment surrounding UBER on Stocktwits remained ‘bullish’ over the past 24 hours, amid a 366% increase in message volumes.One user expects the company to hit a $1 trillion valuation. It currently has a market capitalization of roughly $139 billion.<stembedurl>https://stocktwits.com/bullamongbears/message/661035667</stembedurl>Another user said UBER is “easily a $100 stock and likely more!”<stembedurl>https://stocktwits.com/Jbus1/message/661058098</stembedurl>The stock is down around 16% year-to-date.Also read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-celh-stock-down-today-q2-earnings-celsius-brand-sales/cZoJwemRJ7i">CELH Stock Heads For 16-Month Lows After Q2 Earnings Miss Sparks Massive Selloff – Retail Eyes Guidance Update</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Uber car is seen on the street in Krakow, Poland, on March 6, 2025. (Photo by Klaudia Radecka/NurPhoto via Getty Images)

Oguz Erkan, founder and writer of Capitalist-Letters, said the capital-intensive nature of robotaxi fleets makes large-scale platform operators like Uber well positioned to benefit as adoption grows.

Uber Finds Fresh Support From Prominent Investors – Bill Ackman ‘Agrees’ With Thesis That Sees Robotaxis Fueling Growth 

iShares Self-Driving EV and Tech ETF

Uber Technologies 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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