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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 topped expectations and marked its first profit since its IPO, with rapid growth in its AI-compute business and plans for heavy infrastructure spending driving attention. Many traders welcomed the growth and outlook, while others questioned the valuation, spending and share-unlock risk; discussion of a possible Tesla merger added speculation, but no deal is assured.

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 first-quarter update sharply raised its revenue and gross-margin outlook, citing stronger AI-platform demand, sparking a surge in shares. Traders largely welcomed the update as evidence of robust AI-server demand and anticipated short covering, while some questioned whether the gains would hold given the companys execution and credibility 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 debating whether the drop reflects worsening growth prospects or an overreaction to the outlook, with some pointing to continued profitability as a reason to buy the dip.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas rebound is drawing attention amid confirmed formation of special committees to explore a potential SpaceX merger, though Musk said a deal is uncertain and would require shareholder support. Traders are split between enthusiasm over possible synergies and skepticism about the terms and timing, while positioning around Teslas Q3 earnings adds volatility.

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 being swept up in a sharp memory-chip and Korean-market selloff, with traders citing KOSPI weakness, foreign selling, and fears about Chinese competition and the durability of the AI-driven memory cycle. Bulls argue the decline is excessive given strong memory demand and low valuations, while bears see further downside risk from cyclical and oversupply concerns.

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

Q3 earnings expectations dominate, with traders debating whether results and guidance can support Bloom Energys premium valuation after a sharp pullback. Bulls point to fuel-cell demand from AI data centers, while skeptics cite valuation risk and broader weakness in AI-related stocks.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriads sharp rally is driven mainly by its agreement to sell its prenatal testing business to Labcorp for $210 million in cash plus inventory value, which traders view as a major cash infusion and a shift toward oncology. Bulls see the deal as a balance-sheet and strategic positive, while skeptics argue that selling a revenue-generating unit leaves a smaller business with ongoing debt and execution concerns.

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

The FDAs acceptance of REZZAYOs supplemental application for Priority Review is drawing attention, with traders focused on a possible expansion into invasive-fungal-disease prevention and the pending FDA decision. Optimism about that opportunity is tempered by concerns over DefenCath reimbursement and adoption, management execution, and the stocks muted response to positive developments.

Braze, Inc. operates a customer relationship management platform for mobile applications. Its application combines messaging, audience segmentation, analytics and user support in a single integrated solution. The firm offers push notifications, email, in-app messages, and news feed services. The company was founded by Mark Ghermezian, William Magnuson, and Jonathan Hyman on March 28, 2011 and is headquartered in New York, NY.

Braze Inc - Ordinary Shares - Class A

Braze Inc

Salesforces agreed cash acquisition of Braze at a substantial premium is driving the sharp share-price surge, with traders celebrating the buyout while weighing the remaining merger-arbitrage spread and the long wait for the deal to close. Analysts post-deal downgrades have also prompted discussion, though some view the transaction as a win for shareholders and a potential boost to software-sector deal activity.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports RAP-219 Phase 2 trial in acute bipolar mania met its primary and secondary endpoints, prompting a burst of bullish interest. Traders are divided over whether the efficacy is strong enough to outweigh concerns about agitation and higher treatment discontinuations, with the initial rally fading amid profit-taking and short-selling.

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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.

Stocktwits Space Race Weekly: SPCX Weathers Selloff Better Than ASTS, RKLB And FLY — RDW Fares Best 

SpaceX faced Ukraine-related satellite-service scrutiny as Barclays’ merger speculation and the flying Roadster revealed renewed attention on its Tesla ties.

TSLA Stock Gets Some Thrust From ‘Flying’ Roadster Reveal — Munster Calls It ‘Engineering Flex’ With A Tesla-SpaceX Clue  

Tesla outlined Performance, Thrust and flight-capable Rocket versions, showcasing a 0-60 mph time of 0.81 seconds.

Elon Musk Sees SpaceX Topping $100 Trillion In Under 10 Years — Retail Eyes Tesla Merger Reveal At Roadster Event 

Barclays outlined potential merger-announcement windows before Tesla’s annual meeting or within six to 12 months if announced separately.

TSLA Stock Slips Overnight Ahead Of Roadster Event — Elon Musk Promises ‘Greatest Product Demo Of All Time’ 

Musk’s proposed SpaceX thruster package and past flying-car claims have raised expectations for the event.

SpaceX Could Be Worth $50 Trillion In 10 Years, Says Ron Baron: ‘Elon Thinks I’m Way Low’ 

Baron sees Starlink reaching a $14 trillion to $15 trillion valuation, with annual revenue potentially climbing to $1 trillion.

SPCX Stock Jumps Overnight: Trump Hails Musk As ‘Modern-Day Thomas Edison’ Days After POTUS Portfolio Bought SpaceX Bonds

Disclosures showed Trump’s portfolio bought up to $5 million in SpaceX bonds two days before his Aug.20 space-policy push.

SPCX Stock Climbs Overnight: Musk Teases SpaceXSI After Trump’s SI Push — Analyst Calls Shares ‘Unusually Cheap’ 

Morgan Stanley called shares “unusually cheap” ahead of Starship Flight 15, maintaining a $300 target implying about 89% upside from current levels.

SPCX Stock Eyes 2-Month Winning Streak: Analyst Says SpaceX Could Double On 2,200 Annual Launches By 2030 

SpaceX targets three Thursday launches: Crew-13 to the ISS, Transporter-18 carrying 130 payloads, and the NROL-97 reconnaissance mission.

SPCX Stock Climbs After Trump Discloses SpaceX Stake — Goldman Sees Musk’s Terafab Fueling A $281B Chip Boom 

The White House said independent institutions made the investment without Trump’s input.

Investment Managers Series Trust II - Tradr 2X Long SpaceX Daily ETF

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’ 

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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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