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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 earnings beat was overshadowed by softer fourth-quarter guidance, slowing revenue growth, and a reduced advertising outlook, prompting a sharp selloff. Traders are split between viewing the decline as an overreaction and expecting further downside amid concerns about growth and competition.

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 is drawing attention after beating quarterly expectations and raising its outlook, yet its shares fell as traders focused on weaker cash flow, rising costs, and a loss in its insurance business. The reaction has frustrated bullish holders, while others see the selloff as evidence that strong results were already priced in.

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 results beat expectations, but shares sold off sharply as traders focused on slower U.S. procedure growth, planned da Vinci pricing cuts, and a one-time antitrust settlement. The community is split between calling the decline an overreaction to solid business growth and seeing the guidance and pricing pressures as reasons for caution.

TOSHI

TOSHI is drawing attention amid a rebound and traders repeated focus on breaking a stubborn resistance level, with technical breakout and short-squeeze hopes driving bullish posts. Others remain cautious, pointing to repeated rejections, weak price action, and sensitivity to Bitcoins direction; talk of a coming announcement or listing remains speculative.

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 Medicines shares are drawing attention after bitopertins Phase 3 APOLLO trial met its endpoints and the company priced an upsized public offering. Traders are weighing the stronger regulatory prospects against dilution and potential selling pressure from the financing.

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.

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The decline appears tied to a rebound in semiconductor shares, with traders focusing on renewed optimism about AI-compute demand. Community discussion cited reported Anthropic spending plans and Super Micros raised guidance, though these catalysts are not verified by the listed articles.

CRWV, NBIS, NVDA Jump Overnight: Musk Says SpaceX Could Rent Compute ‘Several Times Over,’ Analyst Dismisses Glut Fears 

Equity

Analyst Gene Munster called compute oversupply fears “off base,” highlighting profitable growth in SpaceX’s Super Intelligence business.

2 ETFs to Watch for Outsized Volume in Semiconductor Trading

SOXS and SOXL see trading volumes surge to 1.53 and 1.48 times their averages, respectively, as semiconductor ETFs post sharply divergent daily moves. 

SKHY Stock Slides Premarket: Retail Eyes Buying Opportunity As Rival Micron’s Taiwan Strike Plan Adds Uncertainty To Memory Trade

Taiwan is a major DRAM and HBM manufacturing hub for Micron, which employs about 15,000 people there.

AVGO Stock Edges Up Overnight After 10-Year Docomo Deal, But Retail Stays On Edge Over CEO’s AI ‘Casino’ Remarks 

CEO Hock Tan’s AI “casino” remarks and warning about capital constraints are still worrying retail traders.

Michael Burry Says Trump Will ‘Pull Out All The Stops’ For AI — ‘Dean Of Valuation’ Holds 5 Mag Seven Stocks, Adds Cash

Burry says the Fed has “fewer arrows” and warns Wall Street’s machinery could bring markets down quickly.

SOXX Posts Worst Quarter In Over A Year — Michael Burry Cites An 1880 Story To Flag AI’s ‘Power-Hungry’ Chip Race 

Burry cited an 1880 account of reasoning before written language to challenge whether language models can achieve genuine understanding.

INTC, SKHY Stocks Jump Overnight: Intel’s Delayed Ohio Megafab Could Make SK Hynix’s First US Memory Chips 

Options include leasing part of Intel’s delayed Ohio campus or forming a venture with major cloud companies.

Nvidia’s Monster Quarter Wins Praise From Elon Musk, ‘Big Short’ Investor And Ex-Trump Adviser As AI Bears Get ‘Shredded’ 

Steve Eisman said “the AI story goes on,” but identified OpenAI and Anthropic as its potential weak points.

Michael Burry Thanks Tech Columnist’s Praise For Making ‘A Killing’ On NVDA, MSFT Calls Into Earnings 

Burry’s Nvidia calls gained 50% to 60% in under a day after the stock rallied about 9%.

SPCX Stock Rises Overnight: Analyst Says Nvidia’s Results Reveal SpaceX’s Growing Hyperscaler Status 

Munster said SpaceX has effectively become a hyperscaler, citing 8 GW of AI capacity expected next year.

SOXS is the Direxion Daily Semiconductor Bear 3X ETF, a leveraged inverse fund designed to deliver approximately three times the opposite of the daily return of the NYSE Semiconductor Index. It generally rises when semiconductor stocks fall and falls sharply when they rise, making it a short-term tactical trading tool rather than a conventional long-term investment. Because it resets daily, compounding and volatility can cause its performance over periods longer than one day to differ substantially from simply −3× the index’s cumulative return; it is therefore high risk.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Musk said SpaceX could rent out its compute “several times over,” speaking about relentless customer demand and difficulty finding spare capacity.</li><li>ARK analyst Brett Winton flagged rising contract renewals as bullish for providers able to deploy GPUs quickly.</li><li>Musk outlined 13 GW of compute by year-end 2027, above ARK’s forecast of less than 8 GW.</li></ul>CoreWeave (CRWV), Nebius (NBIS) and major AI infrastructure stocks climbed overnight late Tuesday as SpaceX’s strong compute demand prompted analysts to challenge oversupply fears and highlight rising rental rates and a faster-than-expected capacity expansion.<a href="https://stocktwits.com/symbol/CRWV">CRWV</a> rose 5% and&nbsp;<a href="https://stocktwits.com/symbol/NBIS">NBIS</a> climbed 6% overnight, while&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia (NVDA)</a> and&nbsp;<a href="https://stocktwits.com/symbol/ASML">ASML (ASML)</a> each gained 2% and&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel (INTC)</a> advanced 4%.<h2 class="st-heading-2">SpaceX’s Compute Demand Runs Ahead Of Supply</h2>“We are also, frankly, hounded relentlessly by every hyperscaler and by dozens of smaller companies to rent more of our compute,” Musk said on the latest SpaceX earnings call. “We could rent out our compute several times over if we said yes to everyone.”SpaceX has encountered the shortage itself. Musk said efforts to shift inference workloads elsewhere and free up capacity for training hit the same wall across GB300s, GB200s, TPUs, Trainiums and older H100s: no availability. He compared the search to Monty Python’s cheese-shop sketch — a shop with plenty of varieties to ask for, but no cheese to sell. “It is ridiculous. I do not think we are going to have a demand issue here,” Musk said.The strong demand outlook lifted shares of AI cloud providers such as CoreWeave and Nebius, which rent GPU computing capacity to customers.<h2 class="st-heading-2">SpaceX’s Compute Outlook Gives Neocloud Bulls Fresh Fodder</h2>Deepwater Asset Management managing partner Gene Munster&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112640158290112642">said</a> SpaceX’s Super Intelligence business beat expectations by 17%, calling the results good news for neoclouds. “This is profitable revenue and a sign that the narrative that we have oversupply of compute is off base,” he said.The segment generated $7.6 billion in third-quarter (Q3) revenue, about 52% of SpaceX’s $14.6 billion total, compared with 33% in the June quarter, Munster noted. CFO Bret Johnsen said SI solutions and infrastructure revenue grew 192% sequentially even excluding the Cursor acquisition.Munster also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112643954751803619">said</a> investors underappreciate the business helping finance SpaceX’s connectivity and launch ambitions. “Super Intelligence business (compute) doesn't get the love it deserves from many investors because it's seen as not as sexy as the other segments,” he said.<h2 class="st-heading-2">ARK Sees Bullish Sign In Compute Contract Renewals</h2>Musk said the shortage was supporting prices even for older hardware. “That is why you see things like even old computers, like the H100s, renting for more than they rented when they were new,” he said.SpaceX favors short contracts at effectively spot-market rates, betting that better AI software will increase the value generated from its compute. “We see them renewing at higher dollars per watt, not lower dollars per watt,” Musk said.Cathie Wood’s ARK Investment Management chief futurist Brett Winton highlighted the implications for providers able to switch on capacity quickly. “Elon's commentary also suggests that renewals on the same chips are increasing year over year,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112658387926503718">said</a>. “This is bullish for anyone that can actually attach a gpu to power in as little a time as possible.”Johnsen said pricing was slightly above the high end of the previously discussed $30 to $30-per-watt range, with new deployments paying back in less than a year. Winton&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112652265119195162">said</a> contracts tracking above $50 billion per gigawatt exceeded ARK’s model, while noting potential customer concentration.Musk suggested returns could improve further: “I am not saying this will happen; it is not impossible that we will have a six-month payback period for compute next year.”<h2 class="st-heading-2">SpaceX Capacity Plans Outrun ARK’s Forecast</h2>SpaceX ended September with 1.7 gigawatts of nameplate compute capacity and expects 2.5 to 3 GW by year-end. Musk expressed high confidence in adding another 10 GW during 2027. “I would be surprised if we brought on less than 13 gigawatts of compute by the end of next year,” he said.This exceeds ARK’s forecast of slightly less than 8 GW, Winton&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112648605224075337">said</a>. Reaching 3 GW this year would also surpass its 2.1-GW expectation, he noted. “This is quite positive,” Winton said. “At the margin I was somewhat expecting cautionary commentary on GWs delivered given on-the-ground complications.”Musk also outlined an aim for 20 GW of additional power and cooling infrastructure next year, while presenting more than 20 GW of active compute in 2027 as a smaller possibility. Winton separately&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112650751629725726">said</a> reaching 20 GW of compute by the end of 2028 could offer a credible catch-up path to frontier AI competitors; ARK had expected that milestone around early 2030.The expansion comes after $19.6 billion of capital spending in Q3. Munster&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112647279052234908">said</a> the plans suggested 2027 spending above the Street’s $162 billion expectation.<h2 class="st-heading-2">Niles: SpaceX Could Help Spark Next AI Rally</h2>Niles Investment Management founder Dan Niles pointed to SpaceX’s earnings beat and aggressive spending outlook as reasons for growing confidence in a near-term AI rebound. “My conviction of a near-term AI rally continues to grow,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DanielTNiles/status/2112703522386981358">said on X</a>.SpaceX forecast first-quarter revenue of $33 billion to $37 billion and fourth-quarter capital spending of $35 billion to $40 billion. Niles put those outlooks 57% and nearly 90% above consensus, respectively.He argued that the AI infrastructure trade looked oversold even while acknowledging neocloud funding challenges, slowing revenue growth at OpenAI and Anthropic, and bipartisan opposition to data centers. “Maybe the SpaceX earnings and Super Micro positive pre-announcement [preliminary q1 sales update] today are the trigger to start the next AI related rally regardless of whether we have seen THE TOP or not.”<h2 class="st-heading-2">SpaceX’s Chip Ambitions Put Suppliers In Spotlight</h2>Musk said SpaceX was tracking to bring 200,000 Nvidia GB300s online monthly through year-end, with next year’s deployments increasingly focused on Vera Rubin. A training cluster would contain 440,000 Vera Rubin computers by the end of Q2 2027.Winton&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112655025868820593">said</a> that SpaceX’s ability to power and deploy chips quickly makes it a more reliable Nvidia customer. Musk identified power, cooling and infrastructure as bigger constraints than chips.Intel and ASML connect through Terafab. Intel is a strategic partner in the project, which Musk said aims for a functional test chip around May or June 2027 and volume production in the second half of 2028.&nbsp;“Now, these are very aggressive dates, and we're very appreciative of ASML and all of our other suppliers in accelerating equipment deliveries in order to achieve this outcome,” Musk said, while cautioning that the schedule carried substantial uncertainty.<h2 class="st-heading-2">Grok Bot Adds Fuel To SpaceX’s Compute Expansion</h2>Musk said Grok Bot could eventually use most of SpaceX’s compute, adding another source of demand alongside external customers. “I've never seen anything grow this fast,” he said.President and COO Gwynne Shotwell said Grok Bot had hit 800,000 paid weekly users earlier this month, more than doubling over the previous month. Munster&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112648456934178965">projected</a> 50 million daily users within six months, versus his estimate of 5 million currently.Musk linked the expansion to potential annual recurring revenue of $500 billion to $1 trillion by the end of 2027. Winton said the upper end represented upside from monetizing Grok Bot rather than simply renting infrastructure. “You don't need to make wild assumptions about AI software monetization in order to make that ARR forecast work,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112649514310119793">said</a>.<h2 class="st-heading-2">How Do Retail Traders Feel About AI Infrastructure Stocks?</h2>On Stocktwits, CRWV and NBIS drew ‘extremely bullish’ retail sentiment amid ‘extremely high’ message volume, while INTC and NVDA saw ‘bullish’ sentiment on ‘normal’ volume. ASML’s sentiment was ‘neutral’, also amid ‘normal’ message volume.INTC leads the group with a 148% gain so far this year, followed by NBIS at 105%, ASML at 53% and NVDA at 16%, while CRWV has fallen 13%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-stock-musk-1-trillion-revenue-2028-analyst-tesla-merger-odds-2-years/cZxtmj9RBHi">SPCX Stock Jumps Overnight: Musk Teases $1 Trillion Revenue By 2028 — Analyst Sees 95% Tesla Merger Odds In 2 Years&nbsp;</a>

A processor embedded with a NVIDA chip is seen during the artificial intelligence exhibition AI EXPO 2026 in Taipei, Taiwan, on March 25, 2026. (Photo by Daniel Ceng/Anadolu via Getty Images)

CRWV, NBIS, NVDA Jump Overnight: Musk Says SpaceX Could Rent Compute ‘Several Times Over,’ Analyst Dismisses Glut Fears

ARK Innovation ETF

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CoreWeave Inc

Intel Corp

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Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bear 3X ETF

iShares Semiconductor 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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Stocktwits Polls

Traders are actively monitoring a pullback in semiconductor stocks, fueling volatility and strong interest in inverse plays.

Community sentiment remains split between predicting a market bottom and expecting a deeper drop, with constant debate over potential bull and bear traps.

Concerns regarding sustainable AI chip demand and high capital expenditures are causing traders to question the sector's long-term valuation.

Current Price	$47.13
Prev Close	$46.63
Open	$48.64
Dividend Yield	N/A
50-Day Moving Average	$41.82
Beta	N/A
Avg. Volume	61.82M
PE Ratio	N/A

52-Week High	$1,030.00
52-Week Low	$28.46
Market Capitalization	N/A
EPS (Annual)	N/A
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