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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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SPCX Stock Jumps Overnight: Musk Teases $1 Trillion Revenue By 2028 — Analyst Sees 95% Tesla Merger Odds In 2 Years 

Equity

Cathie Wood's ARK Investment Management analyst Brett Winton said Tesla shareholders looking beyond 2030 should favor a merger even without a premium.

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.

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.

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.

Top-Performing Leveraged ETFs of July 

July's top leveraged ETFs delivered triple-digit gains as SpaceX, PayPal and Chinese tech drove outsized moves amid volatile markets.

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.

Michael Burry Is Neither Short Nor Long SPCX — Says 'No Thank You' To Tempting Puts, Shuts Down Discord Rumors

The “Big Short” investor passed on a "tempting" bearish SPCX put trade, saying he'd rather see the stock settle in the mid-$200s than bet against it.

DXYZ, NASA, VCX Slip Overnight: SpaceX IPO Buyers Get Tiny Allocations, Rush To Take Profits

Robinhood said all 855,424 IPO applicants received shares, though many investors reported receiving as little as one share.

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

Bearish Sentiment

<ul class="summary-bullets"><li>Musk said $1 trillion in SpaceX revenue in 2028 was “no longer impossible,” versus the 2030 scenario he outlined in June.</li><li>Gene Munster sees 95% odds of a Tesla merger within two years, while Dan Ives puts the probability at 80%-90% by end-2027.</li><li>Independent committees are exploring a merger, but Musk cautioned that shareholder approval is a hurdle.</li></ul>Shares of Space Exploration Technologies Corp. (SPCX) jumped over 8% overnight late Tuesday as CEO Elon Musk said $1 trillion in revenue in 2028 was “no longer impossible,” while Deepwater Asset Management’s Gene Munster put the odds of a Tesla (TSLA) merger within two years at 95%.<a href="https://stocktwits.com/symbol/SPCX">SPCX stock</a> edged 0.1% lower to close Tuesday at $147.79. Shares are down 2% so far in October, on track to snap a two-month winning streak.<h2 class="st-heading-2">Musk Floats A Faster Path To $1 Trillion</h2>“As crazy as this sounds, $1T in SpaceX revenue in 2028 is no longer impossible,” Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2112666467712073815">said on X</a>. His outlook&nbsp;brings the possibility forward by two years from the scenario he outlined in June, when he said the milestone might not be reached until 2030.His latest post followed an ambitious claim on the earnings call about SpaceX’s annual revenue run rate (ARR) by the end of next year: “I mean, in a nutshell, what this implies for SpaceX annual recurring revenue by the end of 2027 is somewhere between $500 billion and $1 trillion”&nbsp;Meanwhile, CFO Bret Johnsen maintained the goal of exiting 2026 at a $100 billion ARR. Munster said investors’ willingness to look past that unchanged goal suggested&nbsp;they were focused on 2027 and beyond.ARK Investment Management’s Chief Futurist Brett Winton said the longer-term run-rate ambition wasn't far ahead of ARK’s expectations. “$500b+ in ARR by end of 27 sounds a lot, but it's not that far ahead of our expectations,” Winton&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112649163632767228">said</a>. “Our model suggests $300b, crossing $500b in the first half of 28.”<h2 class="st-heading-2">Tesla Merger Optimism Builds, But Musk Flags Hurdles</h2>Munster, on the other hand, interpreted the call as another step toward combining Musk’s businesses. “The stars are lining up for Elon to fully realize his vision of $SPCX being a vertical AI company, with the odds of a $TSLA merger increasing,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112671052639936752">said on X</a>.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112656387075404269">separate post</a>, he said: “My take: 95% chance in the next two years.” Musk confirmed that SpaceX and Tesla had formed special committees of independent directors at shareholders’ request. Since he runs both companies and is a conflicted party, he said he cannot participate in the talks. He pointed to potential benefits from cooperating on superintelligence software, chip design, Terafab, robotics, mass-to-orbit capabilities and connectivity.“I think some people out there assume that a SpaceX and Tesla merger is a certainty, and I think that would be overstating it,” Musk said. He also said Tesla approval would require support from 50% of all shares, rather than only shares voted, calling it “quite a high hurdle.”Winton also said that Tesla shareholders with investment horizons beyond 2030 should favor a merger even without a premium. “Tesla shareholders should be in favor of the merger at no premium, if their time horizon is anything beyond 2030. A 50% premium would bring 2030 in bounds as well,” Winton&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112657104171598274">said on X</a>.Yorkville Ives partner and senior managing director Dan Ives also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2112710327490040309">put the odds</a> of a Tesla-SpaceX merger by the end of 2027 at 80%-90%, citing strategic AI and data benefits and calling it “the right move for Musk.”<h2 class="st-heading-2">SPCX Q3 Review</h2>SpaceX beat Q3 estimates with earnings of $0.35 per share versus $0.16 expected and revenue of $14.575 billion against a $13 billion forecast. It projected first quarter (Q1) revenue of $33 billion-$37 billion and fourth quarter (Q4) capex of $35 billion-$40 billion, with Q4 gross margins more consistent with Q2.Ives expressed optimism&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2112642600125747530">on X</a>: “They beat across all metrics and the Starlink business looks to be accelerating while the core Space sector is ready for a big 2027.”&nbsp;<h2 class="st-heading-2">TSLA Capex Expectations Put Cash In Focus</h2>SpaceX’s funding needs also drew attention, with both Munster and GLJ Research analyst Gordon Johnson expecting a capital raise. Munster sees a capital raise within six months, pointing to operating cash flow, debt access and potential vendor financing.Additionally, Johnson noted that cash and cash equivalents had fallen 50% from about $100 billion a quarter ago to $50 billion, missing consensus by about $40 billion. He sees SpaceX raising money again in the fourth quarter and questioned how the position squared with a Tesla acquisition.On the call,&nbsp;finance chief Johnsen confirmed discussions with debt-capital providers and said SpaceX intended to preserve its investment-grade status while financing its expansion. “You have your operational cash flows, first and foremost,” he said. “You have multiple pools of capital available in the debt market, especially because of our investment grade status and strong balance sheet.”<h2 class="st-heading-2">How Do Retail Traders Feel About SPCX?</h2>On Stocktwits, retail sentiment for SPCX flipped dramatically to ‘extremely bullish’ from ‘bearish’ levels a day ago amid a 300% surge in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/spcx_ss_72575b6d53.png" alt="spcx ss.png" width="641" height="344"><figcaption>SPCX sentiment and message volume as of October 20 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/supapimp/message/666973530">said</a>, “$TSLA I’ll be happy with $500 a share if the<a href="https://stocktwits.com/symbol/SPCX"> $SPCX</a> merger happens.”<stembedurl>https://stocktwits.com/supapimp/message/666973530</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/goodnes/message/666981820">said</a>, “$SPCX Gamma squeeze tomorrow.&nbsp; Premiums were very low and now they will explode higher.&nbsp; Everyone is going to try to get it all at once..”<stembedurl>https://stocktwits.com/goodnes/message/666981820</stembedurl>SPCX stock has declined 8% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/space-x-tesla-form-independent-committees-to-explore-merger-elon-musk-says-deal-not-a-certainty/cZxABS0RBHQ">SpaceX, Tesla Form Independent Committees To Explore Merger: Elon Musk Says Deal ‘Not A Certainty’&nbsp;</a>

SpaceX CEO Elon Musk greets the crowd as he provides an update on the development of the Starship spacecraft and Super Heavy rocket at the companys Launch facility in south Texas. Photo by Jonathan Newton/The Washington Post via Getty Images)

SPCX Stock Jumps Overnight: Musk Teases $1 Trillion Revenue By 2028 — Analyst Sees 95% Tesla Merger Odds In 2 Years

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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.

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.

Current Price	$10.43
Prev Close	$10.26
Open	$10.51
Dividend Yield	N/A
50-Day Moving Average	$11.43
Beta	N/A
Avg. Volume	1.54M
PE Ratio	N/A

52-Week High	$31.50
52-Week Low	$7.50
Market Capitalization	N/A
EPS (Annual)	N/A
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Revenue Per Employee	N/A

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