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The AI stack's prolonged selloff may have already de-risked it ahead of Anthropic's IPO. The mid-November IPO could mark a bottom rather than trigger another sectorwide selloff like earlier mega-IPOs. Nebius, IREN and Cipher Mining do not look likely to fall much further; the same goes for Applied Optoelectronics and AXT. From June highs, Cipher is down about 73%, IREN 62%, Nebius 45% and WhiteFiber 78%. x.com x.comÂ
Listed space stocks such as Satellogic, BlackSky, Voyager, Redwire, Intuitive Machines, Planet Labs, AST SpaceMobile and Rocket Lab are the plays ahead of the SpaceX IPO. AST SpaceMobile and Rocket Lab are favorites and still look healthy on the charts despite recent pullbacks. @sunxliao notes the group ranges from about $0.7B to $39B in market cap versus a roughly $1.75 trillion SpaceX IPO valuation, a gap he expects to deliver big returns in coming months. x.comÂ
ImmunityBio's market cap still looks absurd despite falling sharply from its bubble-era level. Its merger of several companies at the 2021 peak has kept the stock off the buy list. x.comÂ
These 15 growth stocks across distinct sectors offer high reward with credibility and still have room to run: Penguin Solutions, Ondas, Bloom Energy, T1 Energy, Amprius, Firefly Aerospace, Rocket Lab, Satellogic, Planet Labs, One Stop Systems, Eos Energy, IonQ, Lightwave Logic, AXT and AST SpaceMobile. x.comÂ
Space stocks are turning bullish as oversold names that never stopped executing regain momentum, led by AST SpaceMobile, Rocket Lab and flyExclusive. AST launched BlueBird and began direct-to-cell service in Japan, and Rocket Lab landed a roughly $400M award. AmpliTech's multi-sector exposure is overlooked, and CPS Technologies is a bottleneck play for 2027; Satellogic, Velo3D and Voyager also fit. The SpaceX unlock overhang is only partly gone, so re-entry should wait. x.comÂ
Space names such as Spire Global, Sidus Space and Satellogic are getting an upward re-rating from sector-wide capital flows ahead of the SpaceX IPO. Spire is debt-free with plenty of cash after selling its maritime tracking business for a $154M gain, and it partners with NVIDIA on rapid weather forecasting models. Sidus and Satellogic are more speculative, and space as a whole is inherently riskier. x.com x.comÂ
Ten listed companies span every layer of a space economy projected to nearly triple to $1.8 trillion by 2035. Rocket Lab has a $2.2B backlog, with Neutron its next catalyst and biggest execution bet. Firefly guides to $420-450M and won Golden Dome work. Iridium is the steady cash-flow name. Redwire, Intuitive Machines, Voyager and Planet Labs carry large backlogs, Satellogic hit positive operating cash flow, and Spire's defense pivot is the catalyst to watch. AST SpaceMobile is FCC-approved. … Show more
Virgin Galactic and SIDUS Space look set to keep running as the SpaceX IPO theme lights up the space sector. Both were flagged as weekend chart setups, then rose 24% and 18% on heavy volume with solid options activity on each, which supports the chance of continuation. x.comÂ
These eight sub-$5 stocks could run 2000-5000%, as AST SpaceMobile did on revenue growth. Favorite SoundHound AI leads on scale: $29.1M revenue up 151%, $246M cash, no debt. Sidus Space has a SHIELD contract and AI satellite data; KULR battery revenue grew 51%; BigBear.ai is moving to higher-margin defense AI; SEALSQ sells post-quantum security hardware; Nauticus Robotics has subsea catalysts; Maris-Tech flies on LizzieSat-4; Perspective Therapeutics has a late-stage cancer therapy. x.comÂ
Optical networking remains a favorite sector because AI infrastructure demand is outrunning supply. Lumentum's CEO told Bloomberg its photonics products are sold out through 2027. Applied Optoelectronics, Ciena, Coherent, Corning, Lumentum, Viavi and XTL are all pushing toward record weekly closing highs. x.com x.comÂ