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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 beat expectations and marked its first profitable quarter since its IPO, with AI and compute growth driving much of the excitement. Traders celebrated the earnings-fueled rally and potential short squeeze, while others questioned the valuation and heavy AI spending; preliminary Tesla merger discussions and an upcoming share unlock also drew attention.

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

Netflix shares are under pressure after its quarterly profit beat expectations, but a softer fourth-quarter outlook and slowing revenue growth overshadowed the results; the company also lowered its advertising revenue forecast. Bears see growth and ad execution as key concerns, while bulls argue the selloff overstates the risk given the profitable quarter and share 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 Chinese orders for Nvidias export-compliant GPUs are renewing discussion of strong AI-chip demand, though traders are frustrated that the news has not translated into a stronger share-price response. The debate also reflects optimism about continued AI infrastructure spending after SpaceX and Super Micro updates, balanced by worries about valuations, financing, and whether that spending will generate returns.

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 Micro drew attention after raising its preliminary fiscal Q1 revenue outlook and gross-margin expectations on stronger AI-platform demand. The community was largely bullish, viewing the update as evidence of robust AI-server demand and a possible short-covering catalyst, while some questioned whether the rally would hold and remained wary of the companys execution and credibility.

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

Anticipation of SELLASs Phase 3 REGAL trial reaching its 80-event trigger and eventual final analysis is driving attention, with traders also watching for SLS009 updates. Bulls read the CEOs anniversary message and planned ASH presence as possible signs of a deal or major announcement, while skeptics note that no such news is confirmed and the recent rally may be speculation and trading activity.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is in focus ahead of its Q3 earnings report, with traders debating whether results and guidance can support its premium valuation. Bulls point to AI and data-center power demand, while others cite recent volatility and elevated expectations as reasons for caution.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

HHSs kidney-care plan has traders focused on whether CMS will create a separate infection-prevention reimbursement category for DefenCath, a potential durable payment path that remains uncertain. The discussion also weighs FDA Priority Review of REZZAYOs prophylaxis application against concerns about DefenCaths reimbursement outlook and the stocks muted response to company developments.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is caught in a semiconductor selloff as traders question whether heavy AI infrastructure spending can deliver returns and whether debt-financed projects create credit or circular-financing risks; some also blame CEO Hock Tans casino remarks for worsening sentiment. Bulls point to continued hyperscaler and Anthropic demand as support for the long-term AI-chip thesis, while bears remain focused on the stocks weakness and financing risks.

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

Traders are focused on Seas reported plans for a Monee fintech listing and a new AI cloud business, with the announcements coinciding with a sharp selloff. The community is split between seeing the moves as potential value creation and worrying about uncertainty, spending, and Shopee competition; some also view the decline as an oversold buying opportunity.

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SpaceXs strong earnings and expanding AI-compute business are driving talk of a rebound in the Nasdaq-heavy QQQ, with traders saying the results could lift the broader AI trade. Others remain wary of heavy capital spending, debt and uncertain returns, leaving the reaction divided.

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Palantir Soars on Blowout Q2 Results: ETFs to Benefit 

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Exclusive: Infleqtion CEO Matthew Kinsella Outlines Post-IPO Playbook — Scale Quantum Sensing Portfolio, Deliver Commercially Viable Quantum Computers By 2028

Equity

In an exclusive interview with Stocktwits, CEO Kinsella highlighted growing demand for Infleqtion’s quantum sensing technologies, including ultra-precise clocks to counter GPS vulnerabilities. 

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<ul class="summary-bullets"><li>Infleqtion expects quantum advantage at the 100-logical-qubit level by 2028, enabling breakthroughs in materials science.</li><li>Over time, quantum computing could expand into drug discovery and eventually tackle complex problems like breaking encryption, Kinsella added.</li><li>Kinsella views competition from tech giants as validation of the quantum opportunity and believes Infleqtion’s focused strategy positions it to outperform larger players.</li></ul>Fresh off its New York Stock Exchange debut on Tuesday, Infleqtion (INFQ) is turning its attention to the road ahead, emphasizing scale alongside investment in innovation. The company aims to ramp up sales of its quantum-sensing portfolio while advancing quantum computers toward commercial reality later this decade.In a conversation with Stocktwits, CEO Matthew Kinsella outlined the firm’s growth strategy and shared his perspective on the expanding opportunity within the broader quantum computing market.Congratulations on the business combination. So, where do you go from here?I'm making sure I tell the whole team that going public is not a finish line of any kind. It's refueling. It's supercharging. The answers are really twofold. In the quantum sensing side of our business, we have true quantum advantage, evidenced by the contract we announced with NASA, the clocks that we sell, and our quantum RF antennas. &nbsp;&nbsp; So we are going to continue to build out the go-to-market team and invest in R&amp;D to make that incredibly powerful technology smaller and cheaper. Think of us selling more sensors and investing in R&amp;D to drive down the cost and size of those products. That's one half of the answer.The other half of the answer is getting quantum computers to be commercially useful. We believe that will happen in 2028.So sell more quantum sensors. Get quantum computers to the point where they can do things that classical computers cannot, and then sell some quantum computers along the way. We've sold three already.As you work to make the technology more accessible, do you see a future where quantum solutions become practical for everyday applications as well?At the 100 logical cubit level, which we think we'll hit in 2028, we'll start to see quantum advantage in areas like materials science.Imagine if your iPhone could last a year on a charge, rather than just one night. How do we build more efficient jet fuels? If you think about what Elon Musk is struggling with right now with Starship, it's actually a material science problem. He needs to find materials that he can build these ships from that can withstand blast-off and return to Earth's orbit multiple times.&nbsp;&nbsp;&nbsp;That said, I think we have to go into this with a great deal of humility, because it's very hard to predict how these cutting-edge markets will develop over time.Over the past year, you’ve partnered with organizations including NASA and the Royal Navy. Which verticals are showing the most promise today?So our first commercialized product is our quantum clocks. The clocks which the world uses today to synchronize and operate critical infrastructure, ranging from RF networks to the electricity grid to data centers. They are basically part of this incredible GPS system that uses pretty precise clocks on satellites that orbit the Earth. But those clocks need to synchronize with these massive room-sized clocks on the Earth’s surface.The problem is that GPS is getting spoofed and denied more and more. The timing stamp isn't as reliable as it used to be. Our clocks provide better than GPS standard timing.The fact that these clocks are 100 to 1000 times more precise actually allows better performance of the underlying infrastructure, because better synchronization means you can eek more performance out of your infrastructure. So huge applications in the data center where everyone is trying to increase the performance of their underlying GPUs and get more out of the infrastructure that they have.If you look at the next-most-commercialized product in our portfolio, it’s our quantum RF antennas. We can turn atoms into antennas, and these atoms can receive the entire electromagnetic spectrum. There are obvious use cases in covert communications, the intelligence community, the Department of War, and all sorts of different military applications, but there's a very interesting, counterintuitive one in the high-frequency trading world.We can shrink massive antennas down to something very small, and that’s something that can be done for a fraction of the cost. Those huge antennas cost millions of dollars.&nbsp;&nbsp;Which segment currently generates the largest share of your revenue, and how do you expect that mix to evolve going forward?So, we did $29 million in revenue in 2024, and we were booked or awarded $50 million in 2025. Looking at 2024 revenue, it was skewed toward our sensing portfolio, but we also had a reasonable amount of compute revenue.&nbsp;As we look forward, I think we'll still see the majority of the opportunity for revenue generation, meaning greater than 50%, in the quantum sensing world. It will start to shift, though, toward quantum computing as quantum computers become commercially useful.Looking ahead, what types of partnerships will be most critical in shaping your company’s growth, and can you highlight a few key collaborations?Partnerships will remain an important part of our strategy going forward. And I'd think of them in a few different buckets – first, just with our customers. The U.S. and UK governments are very close partners, as we work with them to deploy our technologies and help them develop new ones.We announced a partnership with Safran. We are going to work with them to integrate some of their time transfer protocols that they've developed, so we can transfer time from our boxes more efficiently and also take advantage of the existing distribution networks they have.NVIDIA is another partnership I would highlight, and I'd also mention some U.S. government partners, but NASA is obviously an incredibly important partner for us as we continue to work to send more quantum into space.As the company scales, what are the bottlenecks you have faced, and what do you see as the biggest hurdles going forward?Well, I always think about the potential challenges that technology companies encounter in three buckets. You have technology challenges, execution challenges, and, finally, financing challenges that are also opportunities.I feel like we've got the technology where we need it, and now it's just following our roadmap to reach quantum advantage and computing. We're already there in our sensing portfolio. So, the technology we have faced challenges that effectively put risk off the table.Financing had always been a risk. It is always a risk for deep technology companies. We just took that risk off the table by raising $550 million in this transaction. So now it's all about execution. So that's the challenge we have control over and can execute.By simplifying complex technologies, your company could become an attractive acquisition target amid rising competition. How are you positioning the company to navigate this?Yeah, you mentioned the big players, IBM, Google, and Microsoft, all setting their sights on quantum. And the way I look at that is that it is very validating: the quantum opportunity is real, and these companies are focused on it.I do think you'll see consolidation in this market. It's natural for a deep-tech market to start consolidating at some point. I'm taking the company down this path because I think we have the opportunity to build a generational business here, and that's what I'm focused on. But if acquisition opportunities come along, we'll have to take them to the board and evaluate them on a case-by-case basis.Editor’s Note: The interview has been edited for clarity and length.Read also:<a href="https://stocktwits.com/news-articles/markets/equity/infleqtion-goes-public-ceo-calls-it-refueling-pitstop-interview/cZRWAkjR4uw/amp">&nbsp;Exclusive: Infleqtion Goes Public, But CEO Matthew Kinsella Believes It’s Just A ‘Refueling’ Pitstop</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Quantum Computing, Quantum Physics, Quantum mechanics, Science, Technology. (Representative image courtesy of Just_Super via Getty Images)

In an exclusive interview with Stocktwits, CEO Kinsella highlighted growing demand for Infleqtion’s quantum sensing technologies, including ultra-precise clocks to counter GPS vulnerabilities.

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