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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

A quarterly earnings beat, rapid growth in AI-compute revenue and an aggressive expansion outlook are driving attention, alongside preliminary discussions of a possible Tesla merger. Many traders are bullish on the growth story and anticipate further gains, while skeptics question the valuation, heavy spending and credibility of Musks ambitious forecasts.

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 update sharply raised its quarterly revenue and gross-margin outlook on stronger AI platform demand, driving a strong after-hours rally. Traders largely welcomed the results as evidence of improving business momentum and a possible short squeeze, while some questioned whether the gains would hold given the companys history of volatility and execution concerns.

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 earnings beat expectations, but a softer fourth-quarter outlook, slowing revenue growth, and a reduced advertising forecast have driven a sharp selloff. Traders are split between buying the dip on the companys profitability and buybacks, and warning that weaker growth and streaming competition could keep pressure on the shares.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Aerospaces strong quarterly results and raised outlook are being overshadowed by a sharp selloff, extending traders frustration that earnings beats have not translated into gains. The debate centers on whether the decline is profit-taking and high expectations or reflects real concerns about cash flow, rising costs, supply constraints, and an insurance loss.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELHs move toward and briefly above the $30 level has traders focused on whether the stock can sustain a technical breakout, with some pointing to higher volume and others expecting another rejection. Pepsi buyout talk and hopes around earnings appear in the discussion, but remain speculation rather than a confirmed catalyst.

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 earnings beat was followed by a sharp selloff, as traders focused on slower procedure growth, a cautious outlook and planned da Vinci pricing cuts, alongside a one-time antitrust settlement. Some investors view the reaction as excessive given continued business growth, while others see the growth and pricing pressures as reasons for caution.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares drew attention after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial, supporting a planned FDA resubmission. Traders are now debating the dilutive effect of the upsized public offering, priced below the recent trading level, against the added funding for development and potential commercialization.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is in focus ahead of its quarterly earnings report, with traders watching guidance and semiconductor-equipment demand amid a sharp pullback. The debate is split between buyers treating weakness and support levels as an opportunity and bears concerned about further sector pressure and high expectations.

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 Phase 3 REGAL AML trial reaching its 80-event final-analysis trigger; the last disclosed count was 78, and traders are also watching for SLS009 updates. Some interpret the CEOs next chapter remarks and the companys ASH presence as possible buyout or partnership clues, while skeptics note there is no confirmed deal or trial result and view the rally as speculative.

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

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.

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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

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	$31.91
Prev Close	$31.91
Open	$31.59
Dividend Yield	N/A
50-Day Moving Average	$34.96
Beta	N/A
Avg. Volume	328,332.14
PE Ratio	N/A

52-Week High	$45.64
52-Week Low	$31.33
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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