SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 third-quarter results and rapid AI-compute growth, alongside Musks ambitious revenue outlook, are driving attention. Bulls see further growth potential, while skeptics question the valuation, heavy capital spending and credibility of the targets.

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 fiscal first-quarter update sharply raised its revenue outlook and projected stronger gross margins on increased AI-platform demand, prompting a strong after-hours rally. Traders largely celebrated the upside surprise and speculated about short covering, while others questioned whether the improvement will be sustained and warned that the volatile stock could give back gains.

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 softer fourth-quarter guidance and a reduced advertising outlook have intensified concerns about slowing revenue growth. Traders are divided between viewing the selloff as an overreaction and buying the dip, and arguing that competition and weaker engagement leave the company without a clear growth engine.

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

GEs quarterly earnings beat and higher 2026 guidance were met with a sharp selloff, as traders focused on rising costs, weaker cash conversion, supply constraints and an insurance loss. The reaction has frustrated bullish holders who see strong demand and backlog, while others argue high expectations and valuation made the beat insufficient to lift the shares.

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

A cluster of recent insider purchases is drawing attention, with bulls viewing the buying as a sign of confidence and a possible bottom while skeptics point to CELHs weak share performance and uncertain growth. Traders are also watching whether the stock can hold above $30, amid debate over the core Celsius brands sales trends, Alani Nus growth, and speculative Pepsi buyout talk.

TOSHI

TOSHIs rebound and rising volume have traders focused on whether it can break through a repeatedly tested resistance area, with bullish posts anticipating a breakout or short squeeze. Others remain cautious after failed attempts and point to broader crypto weakness; speculation about a surprise announcement or listing is unconfirmed.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention amid a steep, volatile selloff in memory and semiconductor stocks, with traders pointing to weakness in South Koreas market and foreign selling alongside concerns about Chinese competition and the sustainability of AI-driven demand. Bulls view the decline as excessive given HBM demand and low valuations, while bears warn the memory cycle or AI trade may be turning.

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 drawing attention amid a sharp selloff and debate over a bearish short report that questions the economics and technical performance of its enhanced geothermal systems, including water recovery. Bulls argue that Cape Stations move to commercial power generation and Googles contracted demand support the business, while skeptics remain focused on execution and transmission constraints.

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.

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

Anticipation around Redwires Q3 earnings is a major focus, with traders also weighing recent defense and space-contract wins against the stocks persistent weakness and broader pressure on space and small-cap shares. Bulls point to backlog, support levels and elevated short interest as reasons for a possible rebound, while bears question whether earnings can reverse the selloff.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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TSLA, SPCX Eye Green Open: Gary Black Predicts $420 SpaceX Buyout Of Tesla — Sees Announcement In ‘Next Few Weeks’ 

Equity

Gene Munster also interpreted the Roadster showcase as another sign of Musk’s desire to combine Tesla and SpaceX.

SpaceX’s Debut Quarter Fails To Lift Off: Short Seller Chanos Flags Starship Forecast Cut — But Wall Street Still Sees Big Upside

Musk moved from targeting at least daily flights around August 2027 to weekly or twice-weekly launches next year.

SPCX Stock Slides Overnight: Musk Maps Falcon Wind-Down For Starship — Rare ‘Sell’ Call Sees 27% Downside

 Falcon’s retirement could worsen a global launch-capacity shortage as rivals struggle to scale.

SpaceX Stock Rises Overnight: Elon Musk’s Stake Tops $900B — But Billions In Shares Still Depend On ‘Extremely Crazy Good’ Outcomes 

Some vesting targets involve multitrillion-dollar valuations, space-based computing and a million-person Mars settlement.

Here's What You Need to Know About SpaceX Investing & ETFs

SpaceX's strong rebound, institutional interest and AI ambitions have renewed investor optimism. Here's a guide to SpaceX-focused ETFs.

SPCX Stock Eyes Another Green Week: Analyst Warns Traders To ‘Divorce’ SpaceX Rally From Fundamentals

Morningstar maintained its $62 fair-value estimate, implying about 58% downside, and rates SPCX stock one star.

SpaceX Stock Slips Overnight After 3-Day Rally — Here's Why Ron Baron Sees 40x Upside And ‘Hundreds Of Billions’ In Gains

Baron Capital’s $3 billion SpaceX investment was worth about $25 billion in June, and the firm wants to invest another $1 billion.

SPCX’s Streak Of Red Weeks Is Testing Bulls: Jim Cramer Calls It A '100-Year' Bet As IPO Lockup Expiration Arrives Today

Thursday’s lockup expiration could more than double SpaceX’s public float, with up to 912 million shares becoming eligible for sale.

SPCX Stock Extends Post-IPO Rout: Starship Launch Scrub Deepens Slide As Short Sellers Build $25B Bear Bet 

KeyBanc expects major stock unlocks beginning around Q2 earnings, potentially expanding tradable supply sharply.

SPCX Stock Records 3-Day Slide: Elon Musk Admits Anthropic’s Fable Is 'Definitely Better' Than Grok 4.5

Musk said Grok 4.5 could improve weekly as SpaceXAI works to close the gap with Anthropic and OpenAI in an increasingly crowded AI race.

ProShares Trust - ProShares Ultra SpaceX ETF

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>Gary Black predicted SpaceX could announce a $420-per-share, all-stock Tesla buyout within weeks, with closing potentially taking a year.</li><li>Black sees limited Roadster earnings and brand benefits, remaining cautious about Tesla’s valuation and earnings outlook.</li><li>Barclays sees an all-stock SpaceX acquisition as the likeliest structure, while Baird expects merger speculation to dominate Tesla’s near-term narrative.</li></ul>Tesla (TSLA) and SpaceX (SPCX) shares edged higher overnight heading into Monday as Future Fund managing director Gary Black predicted SpaceX could announce an all-stock acquisition of Tesla within weeks, framing the flying Roadster reveal as a way to bring Elon Musk’s companies together.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> rose 0.6% overnight, while&nbsp;<a href="https://stocktwits.com/symbol/SPCX">SPCX</a> gained 1.2%.<h2 class="st-heading-2">Black Predicts A $420 Tesla Takeover</h2>“I agree with those who say the sole purpose of last night’s Roadster event was to make the case for a SPCX-TSLA merger,” Black<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2111229232713998658">&nbsp;said on X</a>. “My guess: Announcement in next few weeks $SPCX buys $TSLA for $420/share in SPCX stock; deal could take a year to close.”However, he made this prediction despite skepticism about the Roadster’s financial impact. Black<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2111152176248520979?utm_source=chatgpt.com">&nbsp;estimated</a> that the sports car could add $0.06 a share to Tesla’s 2029 earnings, which is just 1.1% of the consensus adjusted earnings forecast of $5.40. He also expects limited benefit to the broader brand, saying that few drivers prioritize sub-one-second acceleration or airborne flips.&nbsp;“Yes, the technology and the event itself were amazing,” he said, while questioning investor interest in a niche product still two to three years away. “Third, TSLA always sells on the news after its events and the same principle applies today,” he said.Before the reveal, Black had also<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2110824585700810988">&nbsp;warned</a> against a merger, saying that a stock-for-stock deal would trade at Tesla’s lower valuation multiple and that trading before completion could erode any premium paid in SpaceX shares. “We remain cautious on $TSLA due to its extended valuation, continued expected negative revisions, and our view that unsupervised autonomy becomes commoditized,” he said.<h2 class="st-heading-2">Roadster Showcase Fuels TSLA-SPCX Merger Talk</h2>Deepwater Asset Management managing partner Gene Munster also saw a similar motivation behind the Roadster showcase: “Two takeaways from tonight’s Roadster event. 1. It was an engineering flex with no commercial value beyond embarrassing traditional car makers. 2. Elon can’t wait to bring $TSLA and $SPCX together.”&nbsp;Musk also shared the livestream with the words “Tesla x SpaceX.” Their collaboration also extends to Terafab’s proposed Giga Texas research facility, where they aim to make and test about 10 chip designs annually. “I think what we want to do with Tesla and SpaceX on the chip fab is really try some of these high-risk, high-payoff bets,” Musk said in an interview.On the other hand, Morningstar sees more commercial promise in the Roadster than Black or Munster, saying that its engineering could draw buyers to Tesla’s wider lineup. Still, it forecasts fewer than 2,000 annual Roadster deliveries once production ramps up.Musk targets production in 2028 after repeated delays. Performance and Thrust reservations require $50,000 and $250,000, respectively, with no guaranteed delivery. An invitation-only Rocket version is also planned.<h2 class="st-heading-2">Wall Street Weighs In On A Merger Deal&nbsp;</h2>Barclays last week&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-space-x-merger-could-be-announced-as-early-as-before-december-agm-says-barclays/cZxQdGeRBqr">identified</a> an all-stock SpaceX acquisition of Tesla as the most likely deal structure. It outlined a possible announcement around Tesla’s annual meeting, or a separate announcement within six to 12 months. “While we suspect there would be some financial synergies, the true value would be in vertical integration,” the analysts said.The firm sees a deal linking Tesla’s robotaxi and Optimus programs with SpaceX’s AI and space infrastructure, while streamlining Terafab decisions and helping Musk preserve voting control. However, shareholder approvals and antitrust review would remain potential hurdles. Baird also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-analyst-spacex-merger-dominate-near-term-narrative-gary-black-more-gains-ahead/cZDstwGRBkI">expects</a> a potential SpaceX merger to dominate Tesla’s near-term narrative.<h2 class="st-heading-2">How Do Retail Traders Feel About TSLA And SPCX?</h2>On Stocktwits, TSLA sentiment was ‘neutral’ amid ‘high’ message volume, while SPCX sentiment was ‘bearish’ amid ‘normal’ message volume.&nbsp;One bullish user&nbsp;<a href="https://stocktwits.com/AlCapone/message/666796623">noted</a>, “$SPCX Barclays’ current scenario has SpaceX around $2.1T and Tesla around $1.5T, with SpaceX acquiring Tesla in an all-stock transaction. On those numbers, existing SpaceX shareholders would own roughly 58% of the combined company, while Tesla shareholders would get about 42%.”<stembedurl>https://stocktwits.com/AlCapone/message/666796623</stembedurl>A separate user&nbsp;<a href="https://stocktwits.com/Jamesinengland/message/666786381">said</a>, “$SPCX If spaceX buys tesla, spacex share price will fall as they will issue more shares to pay for tesla. If tesla buys spaceX they will most likely offer a takeover premium and is eventually converted into Tesla shares.”<stembedurl>https://stocktwits.com/Jamesinengland/message/666786381</stembedurl>While TSLA stock has declined 21% year-to-date, SPCX has fallen 9% over the same period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-ev-firm-outsells-german-luxury-rivals-china-sales-first-time-ceo-hails-tesla-roadster/cZx8gSyRBMd">NIO Stock Climbs Overnight: EV Firm Outsells German Luxury Rivals In China Sales For First Time — CEO Hails Tesla’s Flying Roadster&nbsp;</a>

Kennedy Space Center, Florida, United States - SpaceX CEO Elon Musk speaks to the media following a press conference. (Photo by Paul Hennessy/NurPhoto via Getty Images) 

TSLA, SPCX Eye Green Open: Gary Black Sees SpaceX Buying Tesla For $420/Share In ‘Next Few Weeks’ 

Leverage Shares 2x Long SPCX Daily ETF

Defiance Daily 2X Space ETF

Tradr 2X Long SpaceX Daily ETF

Direxion Daily TSLA Bull 2X Shares

T-REX 2X Long Tesla Daily Target ETF

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.

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