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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 and outlook are driving attention, with traders focused on rapid AI-compute growth, a return to profitability and plans for heavy infrastructure spending. Bulls see the results as evidence of an expanding AI business, while skeptics question the valuation, cash demands and potential share-unlock pressure; preliminary Tesla merger discussions add another speculative theme.

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.

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 Q1 update sharply raised its sales outlook and projected improved gross margins, citing stronger AI-platform demand. Bulls welcomed the upside surprise and speculated about short covering, while skeptics questioned whether the gains and improved margins would hold.

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.

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 shares sharp rebound has traders focused on the anticipated 80th-event trigger and final analysis of its Phase 3 REGAL AML trial, with some also speculating about a buyout. The event count and trial results remain unconfirmed; bullish expectations of a major catalyst are countered by skepticism that the move is trading momentum without new data.

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 Energys upcoming Q3 earnings are the main focus, with traders debating whether results and guidance can justify its premium valuation after a sharp, volatile pullback. Bulls point to fuel-cell demand from AI data centers and recent power-project deals, while skeptics warn that expectations are high and the broader AI selloff could keep shares under pressure.

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

Traders are focused on potential DefenCath reimbursement upside after the HHS kidney-care plan highlighted barriers to financing dialysis innovation, which they see as support for CorMedixs request for a separate infection-prevention payment category. CMS action remains uncertain, and the discussion also weighs DefenCaths adoption and pricing against competition; REZZAYOs FDA priority review is another cited growth catalyst.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is drawing attention amid a prolonged semiconductor selloff, with traders questioning whether AI infrastructure spending and chip demand can justify the sectors high expectations amid financing concerns and competition. The community is split between expecting an oversold bounce on still-strong AI demand and warning that the decline could deepen.

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

Tesla and SpaceX have formed independent committees to explore a potential merger, fueling speculation that a combination could benefit Tesla while prompting skepticism about deal terms, valuation, and whether it will happen at all. Traders are also positioning around Teslas upcoming earnings, with debate over whether results or merger-related commentary will drive the next move.

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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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’ 

ProShares Trust - ProShares Ultra SpaceX ETF

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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