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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, alongside plans for an aggressive expansion, fueled a bullish reaction and a sharp after-hours move. Traders are divided over whether the growth outlook justifies the valuation given heavy capital spending, while some also point to a potential Tesla merger as an additional, uncertain catalyst.

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 update sharply raised its sales outlook and gross-margin expectations on stronger AI-platform demand, driving a rally and renewed optimism about AI-server growth. Traders largely welcomed the update and debated potential short covering and the stocks valuation, while some remained cautious about whether the gains will hold and whether execution can be sustained.

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 came under pressure after its earnings report paired a profit beat with a weaker fourth-quarter outlook and a lower advertising-revenue forecast. Traders focused on slowing growth and streaming competition, while some dip buyers argued the selloff was excessive given the companys continued profitability.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

ZBCN is drawing attention on a sharp price rebound and a renewed breakout attempt, with traders linking the move to Robinhood Chain and other payroll/payment partnerships. Bullish posts point to expanding adoption, while skeptics say sustained usage, trading volume and token demand still need to confirm the thesis; the Robinhood-related catalyst is also discussed with some uncertainty.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs Neutron first flight has been pushed to 2027 after a manufacturing defect in its carbon-composite propellant dome, with replacement work underway. Traders remain divided: some question execution and the lack of a firmer schedule, while others view the selloff as an overreaction and are buying for the long term.

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

Northrop Grummans quarterly results beat expectations, its 2026 outlook was raised, and its backlog reached a record, driving the sharp move higher. Traders are weighing the strong results against a pullback from the session high and whether buyers can sustain the gains.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Attention is centered on TG Therapeutics MSToronto presentations, especially initial Phase 1 azer-cel data in progressive MS, alongside long-term BRIUMVI and other clinical updates. Traders are positioning ahead of the readouts, with some optimistic about azer-cels potential and others stressing that its clinical impact remains uncertain; ongoing BRIUMVI growth provides a commercial backdrop.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale is under pressure after Barclays downgraded the stock, citing commercial execution risks and delays in securing a definitive TVAENTRA1 agreement for the proposed deployment. Traders debate whether the selloff overstates the risk: bears point to the lack of firm project commitments, while bulls cite AI-driven power demand and NuScales longer-term nuclear opportunity.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is drawing attention ahead of its quarterly report, with traders focused on managements outlook and whether demand is improving after earlier weakness. Some see recent gains and bullish options activity as encouraging, while others worry the stock could fall again if results or guidance disappoint.

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

FAA certification of Boeings 737 MAX 10 is the dominant catalyst, with bulls viewing it as a step toward deliveries and cash generation while skeptics say approval alone may not move the stock. Traders largely focus on whether Boeing can ramp production and convert its backlog into actual deliveries.

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Strategy's Phong Le Defends Buying Bitcoin At $80K After Selling Near $60K: ‘Right Trade’

Equity

Phong Le said in an interview with Bloomberg that Strategy's balance sheet grew to $72 billion in assets over two months.

Big Tech Woes Power Surge in Inverse Single-Stock ETFs

PLTZ, SMST, IONZ, CONI and SMCZ witness double-digit gains as the S&P 500 logged its longest losing streak of 2025 on tech-driven weakness.


Tidal Trust II - Defiance Daily Target 2X Short MSTR ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Strategy CEO Phong Le defended buying Bitcoin near $80,000 after selling in the $60,000 range on Tuesday.</li><li>He called it the "right trade" and pointed to cost of capital, not price, as the deciding factor for the purchases.</li><li>Alliance Global initiated coverage of Strategy with a ‘Buy’ rating and raised the stock's price target to $217.</li></ul>Strategy’s (MSTR) decision to sell Bitcoin (BTC) in the 60,000 range, only to resume buying near $80,000, may look like a costly case of selling low and buying high, but to CEO Phong Le it was the ‘right trade” to make at the time.When asked about the sell-low, buy-high sequence during an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=mAi2KLfjBm8">interview</a> with Bloomberg on Tuesday, Le defended the decision, saying Strategy did not make Bitcoin decisions based on price alone.&nbsp;He pointed to the company's balance sheet over the past two months, during which Strategy grew its total assets to $72 billion, including $65 billion in Bitcoin holdings and $7 billion in U.S. dollar reserves, marking a 34% increase in that span.&nbsp;Lee said that a rapidly strengthened balance sheet, now holding $72 billion in assets, including $65 billion in Bitcoin and $7 billion in dollar reserves, gave the company more flexibility to sell MSTR shares at a premium and put those proceeds back into Bitcoin.&nbsp;<h2 class="st-heading-2">Strategy Calls Its Bitcoin Management ‘Two-Way’</h2>Le pushed back on the idea that the roughly 7,000 Bitcoin sold to fund preferred dividends and buybacks, which accounted for less than 1% of the company's holdings, signaled any retreat from accumulation. He noted that Strategy had grown its Bitcoin holdings by as much as 30% this year.&nbsp;He described the firm’s approach as a "two-way strategy," arguing that a company not willing to sell Bitcoin was not a “true operating” business. According to Le, Strategy intended to keep buying at higher levels, including $90,000, $100,000 and beyond, telling Bloomberg that he expected a $130,000 Bitcoin purchase to eventually look like a good trade once the price climbs further.<h2 class="st-heading-2">A Push Back On MSCI Proposal</h2>Le also addressed a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-saylor-s-strategy-calls-msci-s-new-delisting-test-fundamentally-flawed-says-it-s-damaging-its-reputation/cZsoiKyRJtC">letter</a> he and Executive Chairman Michael Saylor sent to index provider Morgan Stanley Capital International (MSCI) on Monday, opposing a proposal to exclude non-operating asset companies, including Bitcoin treasury firms, from its Global Investable Market Indexes. Le called the move “discriminatory, arbitrary and misguided,” saying it goes against U.S. Securities and Exchange Commission (SEC) and U.S. accounting standards that already view Bitcoin as an operating asset.His comments came as&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR stock</a> was down by 0.70% during pre-market trading hours. On Stocktwits, the retail sentiment around MSTR stayed in the ‘bullish’ zone, while chatter around it stayed at ‘normal’ levels over the past day.<h2 class="st-heading-2">MSTR Stock: Wall Street Sees More Room To Run</h2>Meanwhile, on Tuesday, Alliance Global initiated coverage of Strategy with a ‘Buy’ rating and a $217 price target the same day, pointing to the company's 845,050 Bitcoin holdings, roughly 4% of the cryptocurrency's total supply, as a core part of the bull case.&nbsp;From Tuesday’s close of $124, Alliance Global’s price target puts it at around 75% upside.The analyst told investors it expected a "bull run" in Bitcoin over the next six to 18 months as scarcity and demand build alongside a clearer regulatory picture, adding that Strategy's yield-generation strategy has helped it outperform Bitcoin itself.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was down by 0.8% during the past 24 hours. On Stocktwits, the retail sentiment around BTC remained in the ‘neutral’ zone, while chatter around it stayed at ‘normal’ levels over the past day.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-nasdaq-futures-slipping-iran-tensions-oil-treasury-yields-keep-wall-street-on-edge-nvda-dell-crdo-nio-rklb-mstr-in-focus/cZsAlS2RJuj">Nasdaq Futures Slip As Rising Iran Tensions, Oil, Treasury Yields Keep Wall Street On Edge: NVDA, DELL, CRDO, NIO, RKLB, MSTR In Focus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

 In this photo illustration, a person holds a smartphone displaying the stylized Strategy branding of MicroStrategy Inc. (NASDAQ: MSTR). (Photo illustration by Cheng Xin/Getty Images)

MSTR Stock: This Analyst Sees 75% Upside As Strategy CEO Defends $80K Bitcoin Buy As ‘Right Trade’

Strategy

T-Rex 2X Long MSTR Daily Target ETF

YieldMax MSTR Option Income Strategy ETF

Defiance Daily Target 2X Short MSTR ETF

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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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