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XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is seeing intense debate as investors weigh the potential for increased institutional adoption following the Senate Banking Committee's advancement of the CLARITY Act. While some community members anticipate a breakout driven by regulatory certainty and cross-border payment utility, others remain skeptical, citing long-term price stagnation and ongoing market manipulation concerns.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is experiencing a surge in institutional buying and options activity as investors pivot to the AI infrastructure narrative, specifically eyeing the company's data center power solutions. Community sentiment is increasingly bullish, with many traders drawing parallels to other clean energy leaders and betting on a potential re-rating driven by the company's backlog of 1.5 GW of data center proposals.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan D. Green on March 5, 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is currently a major focal point for traders debating its valuation, with many community members highlighting its potential as a deep-value play driven by a significant share buyback program, S&P 600 inclusion, and strong free cash flow. Conversely, bears are expressing intense frustration over consistent downward price pressure, citing skepticism toward leadership and concerns regarding stiff competition from Uber and the long-term impact of autonomous vehicle trends.

First Majestic Silver Corp. engages in the production, development, exploration and acquisition of mineral properties. It owns and operates producing mines in México including the La Encantada Silver Mine, La Parrilla Silver Mine, San Martin Silver Mine, La Guitarra Silver Mine, Del Toro Silver Mine, Santa Elena Silver & Gold Mine, and San Dimas Silver & Gold Mine. The company was founded by Keith Neumeyer on September 26, 1979 and is headquartered in Vancouver, Canada.

First Majestic Silver Corporation

First Majestic Silver is trending as investors digest a mix of strong quarterly earnings, characterized by substantial revenue and EPS growth, alongside ongoing volatility in the silver spot market. While bulls point to an underlying supply-demand deficit and the stock's potential for a momentum breakout, community sentiment remains split between long-term confidence in silver as a strategic metal and frustration over aggressive short-term price manipulation and choppy trading patterns.

Bankr is an advanced AI agent focused on simplifying the process of buying and selling digital assets. Bankr was the first AI agent on Farcaster to help you quickly buy all your favorites coins directly in the social. BankrCoin is the official coin of the agent and was deployed by Bankr itself directly in the Farcaster social feed. Fees from swaps go to support BankrCoin. Bankr is available on Farcaster and will soon be launching a private terminal, token recs, and limit orders on Base.

BankrCoin

BankrCoin ($BNKR) is attracting significant community attention as investors view it as a deeply undervalued AI-focused infrastructure play within the Base ecosystem. While some traders express frustration with short-term price volatility and manipulation, the active community is heavily focused on accumulating the token, citing its utility in autonomous AI agents and potential for long-term growth as a major market disruptor.

Ideal Power, Inc. engages in the development of power converter solutions for photovoltaic generation, grid-storage and electrified vehicle charging. Its products include solar inverters, bi-directional battery, electric vehicle chargers, photovoltaic inverters and battery converters. It is focused on its patented Bidirectional, Bipolar Junction Transistor (B-TRAN) semiconductor technology. The company was founded by William C. Alexander on May 17, 2007 and is headquartered in Austin, TX.

Ideal Power Inc

Ideal Power Inc. is experiencing significant market attention as investors digest the accelerated development of its B-TRAN technology and the potential for a major commercial scale-up through its recent distribution agreements and strategic engagements. The community remains focused on the company's ability to transition from a long-term research and development phase into meaningful, revenue-generating contracts with automotive and industrial hyperscalers.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Quant (QNT) is attracting significant community attention as investors speculate on its role in institutional adoption, specifically noting its utility in bank tokenization pilots and regulatory compliance projects. Traders are actively discussing the potential for price appreciation fueled by the asset's limited supply, with many using recent market volatility as an opportunity to accumulate positions for long-term holding.

The Campbell's Co. engages in the business of manufacturing and marketing food and beverage products. It operates under the Meals and Beverages, and Snacks segments. The Meals and Beverages segment includes soup, meals, and beverage products in retail and foodservice. The Snacks segment offers cookies, crackers, bakery, and frozen products. The company was founded by Joseph Campbell and Abraham Anderson in 1869 and is headquartered in Camden, NJ.

Campbells Co (The)

Campbell Soup Co.

Campbell Soup is attracting attention as investors rotate into consumer staples, drawn by the company's defensive brand portfolio and high dividend yield despite persistent headwinds from tariff-related margin pressure and debt levels. Community discussion remains polarized, with many betting on a turnaround driven by potential tariff relief and undervalued asset pricing, while others remain cautious due to ongoing volume erosion and competitive pressure.

VS Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

UVIX is trending as traders grapple with extreme market disconnection, debating whether ongoing geopolitical instability and rising oil prices signal an imminent correction or if the asset is being suppressed by systematic market manipulation. Community discussion remains heavily polarized, with many retail participants expressing frustration over the ETF's lack of upward movement despite significant macro-level tension and economic uncertainty.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The Defense & National Security segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Space Solutions segment consists of space infrastructure, advanced space technology, science systems and mission services. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager Technologies is trending as investors weigh strong backlog growth and a series of NASA and defense contracts against sector-wide volatility. The community is actively debating the company's long-term potential as a critical space infrastructure provider, closely watching for upcoming developments related to Starlab and potential breakthroughs in the space and defense budgets.

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<ul class="summary-bullets"><li>Advisers are reportedly exploring broader international retail participation, including potential allocation partnerships with brokerage platforms in the U.K., Japan and Canada.</li><li>DXYZ has become a major retail proxy for SpaceX, with the company representing 16.2% of its portfolio.</li><li>The SpaceX IPO filing could coincide with the company’s upcoming Starship test flight.</li></ul>Shares of Destiny Tech100 (DXYZ), Tema Space Innovators ETF (NASA) and ERShares Private-Public Crossover ETF (XOVR) jumped overnight heading into Friday as investors rushed to gain indirect exposure to SpaceX ahead of the company’s expected IPO filing next week and a potentially record-shattering public offering.In overnight trading,&nbsp;<a href="https://stocktwits.com/symbol/DXYZ">DXYZ</a> gained 5%,&nbsp;<a href="https://stocktwits.com/symbol/NASA">NASA</a> rose 3%, while&nbsp;<a href="https://stocktwits.com/symbol/XOVR">XOVR</a> added 1%.&nbsp;<h2 class="st-heading-2">SpaceX IPO Filing Nears</h2>The rally comes as anticipation intensifies around Elon Musk’s reusable-rocket giant, which is reportedly expected to publicly release its IPO prospectus as soon as next week, ahead of a June 8 roadshow, CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/05/14/spacex-ipo-prospectus-could-land-as-soon-as-next-week-sources-say.html?taid=6a06331d76997b0001c3efff&amp;utm_campaign=trueanthem&amp;utm_content=main&amp;utm_medium=social&amp;utm_source=twitter">reported</a>, citing sources familiar with the matter.SpaceX confidentially filed for an IPO in April and is expected to pursue one of the largest listings ever attempted on Wall Street. The company is reportedly targeting a $70 billion to $75 billion raise and aiming for a valuation above $1.75 trillion, a scale that would more than double Saudi Aramco’s record $29 billion IPO in 2019, the largest public offering ever.&nbsp;SpaceX’s advisers are reportedly considering international retail participation given the size of the offering, including potential allocation partnerships with brokerage platforms in markets such as the U.K., Japan and Canada. The filing could also be released slightly ahead of schedule to give investors more time to evaluate the company’s financials before the June roadshow begins.&nbsp;The IPO follows SpaceX’s merger with Musk’s AI company xAI in February, valuing the combined firm at $1.25 trillion. Investor enthusiasm around SpaceX has accelerated as the company expands far beyond its core rocket launch business into satellite broadband, AI infrastructure, direct-to-cell communications and orbital data systems.Recently, Musk said xAI would no longer operate as a separate company and would instead integrate directly into SpaceX under the “SpaceXAI” banner, further boosting the company’s position amid the broader AI investment boom. The expected filing could also coincide with SpaceX’s upcoming Starship test flight, adding another major catalyst ahead of the IPO.&nbsp;<h2 class="st-heading-2">DXYZ Emerges As Leading SpaceX Proxy</h2>DXYZ has become one of the market’s most closely watched retail vehicles for indirect exposure to SpaceX. SpaceX currently represents the largest holding within Destiny Tech100’s portfolio at 16.2% of total assets. The closed-end investment company also provides investors with exposure to several other high-profile private technology firms, including xAI, OpenAI, Anthropic, Databricks and Shield AI.The structure has attracted retail investors looking for access to late-stage private technology companies before they enter public markets. As of Dec. 31, 2025, Destiny Tech100 reported a net asset value of $19.97 per share, up 76% from the prior quarter and more than 210% from a year earlier. Total portfolio fair value rose to $434 million.The fund later expanded its portfolio through investments tied to Anthropic, Chaos Industries and aerospace company Hermeus Corporation.<h2 class="st-heading-2">XOVR, NASA Offer Alternative SpaceX Exposure</h2>Investors also rotated into XOVR, which combines public equities with exposure to selected private firms. As of Dec. 31, the ETF managed $1.49 billion in assets. SpaceX accounted for 10.86% of the portfolio through special-purpose vehicle exposure, making it one of the fund’s largest positions alongside Nvidia, Meta, Instacart and Affirm Holdings. The ETF structure allows investors to maintain daily liquidity while still accessing private-market exposure typically unavailable through traditional exchange-traded funds.NASA ETF also drew investor attention as the fund maintains a 10% exposure to SpaceX through a special-purpose vehicle structure and also holds positions in space and satellite-related companies, including AST SpaceMobile, Rocket Lab, Planet Labs and Intuitive Machines.The portfolio is broadly focused on launch infrastructure, satellite connectivity, orbital defense systems and commercial space technologies. Tema ETF chief investment officer Yuri Khodjamirian previously called SpaceX “the defining company of the space economy.”<h2 class="st-heading-2">How Do Retail Traders Feel About DXYZ, NASA And XOVR?</h2>On Stocktwits, retail sentiment around DXYZ and NASA was ‘extremely bullish’ amid ‘extremely high’ message volume, while sentiment on XOVR was ‘bullish’ with ‘normal’ message volume.One user&nbsp;<a href="https://stocktwits.com/LittleIronman2/message/653453412">said</a>, “SpaceX going to be releasing steady amounts of news to and after IPO. It’ll be over $2T. The new frontier with stable earth revenue.”<stembedurl>https://stocktwits.com/LittleIronman2/message/653453412</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/ride_the_volatality/message/653438552">said</a>, “Next week it is guys, SpaceX will file prospectus and this will see a lot of retail interest immediately.”<stembedurl>https://stocktwits.com/ride_the_volatality/message/653438552</stembedurl>Over the past year, DXYZ has gained 7%, NASA has climbed 43%, while XOVR is up 6%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-conference-season-investors-aml-readout-hints/cZXlLCvReSN">SLS Stock Surges Into Conference Season As Investors Hunt For AML Readout Hints&nbsp;</a>

A SpaceX Falcon 9 rocket lifts off from launch pad 40 at the Cape Canaveral Space Force Base carrying a classified satellite for the NRO (National Reconnaissance Office). 

DXYZ, NASA, XOVR Rise Overnight: Investors Rush For SpaceX Exposure Ahead Of Next Week’s IPO Filing

SpaceX is reportedly preparing to launch its IPO roadshow on June 8.

Equity

<ul class="summary-bullets"><li>This was the third consecutive quarter in which Velo3D beat Wall Street’s revenue estimates.</li><li>Velo3D guided fiscal year 2026 revenue in the range of $60 million to $70 million, with the midpoint of $65 million above Wall Street expectations of $64 million.</li><li>The company said it secured a $9.8 million, five-year contract tied to the Defense Logistics Agency’s JAMA Pilot Parts Program.</li></ul>Shares of Velo3D Inc. (MU) soared more than 47% in Wednesday’s opening trade, with the stock now headed for its best single-day performance in about five months.The surge in VELO stock follows the company's after-hours report of its first-quarter (Q1) results on Tuesday. Velo3D reported a loss of $0.2 per share on revenue of $13.8 million, while Wall Street analysts expected Velo3D to report a loss of $0.48 on revenue of $9.9 million, according to Fiscal.ai data.This was the third consecutive quarter in which Velo3D beat Wall Street’s revenue estimates.“Importantly, we achieved positive gross margin this quarter, a key inflection point that validates our operating model as we scale production and continue to drive cost efficiency,” said Velo3D CEO Arun Jeldi.<a href="https://stocktwits.com/symbol/VELO">Velo3D shares</a> pared some of the gains, hovering 44% higher in Wednesday’s opening trade, with the stock hitting a four-month high.<h2 class="st-heading-2">VELO’s FY26 Revenue Estimate Beat Expectations</h2>Velo3D guided for the fiscal year 2026 revenue to be in the $60 million to $70 million range. At a midpoint of $65 million, it is above Wall Street’s $64 million estimate.The company said it was awarded a $9.8 million, five-year Indefinite Delivery Indefinite Quantity (IDIQ) contract supporting the Defense Logistics Agency’s Joint Additive Manufacturing Acceptability (JAMA) Pilot Parts Program.The initiative focuses on accelerating the adoption of 3D-printed components across military sustainment and maintenance operations.Velo3D also stated that it expects to report positive earnings before interest, taxes, depreciation, and amortization (EBITDA) in the second half of 2026.<h2 class="st-heading-2">Lake Street Turns Bullish On VELO</h2>According to TheFly, analysts at Lake Street raised their price target for Velo3D to $20 from $18 while maintaining a ‘Buy’ rating on the stock.The analyst said the company’s strong results should reinforce investor confidence in its expected growth ramp this year, particularly as demand for AI infrastructure and memory products continues to accelerate following the earnings report.According to Koyfin data, the average 12-month price target for VELO is $21.5, implying a potential upside of 6% from current levels. Two analysts currently cover the stock, with both issuing a ‘Buy’ rating.<h2 class="st-heading-2">What Do Retail Traders Think Of VELO?</h2>Retail sentiment on Stocktwits around Velo3D trended in the ‘extremely bullish’ territory with message volumes at ‘high’ levels.One bullish user on the platform believes Velo3D will be a multibagger stock.<stembedurl>https://stocktwits.com/Dpaulson123/message/653200001</stembedurl><a href="https://stocktwits.com/symbol/VELO">VELO stock</a> is up 50% year-to-date and 122% over the past 12 months. The 3D Printing ETF (PRNT) is up 14% over the past 12 months, while the Tema Space Innovators ETF (NASA) is up 42%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-stock-is-up-169-this-year-bof-a-still-expects-a-further-24-upside/cZXLlKiRe0y">MU Stock is Up 169% YTD, But BofA Sees A Further 24% Upside Potential</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Shares of Ambiq Micro surged on Tuesday. (Representative image: Getty Images)

VELO Stock Headed For Best Single-Day Gains In 5 Months — CEO Touts Key Inflection Point For Velo3D In Q1

Velo3D reported a loss of $0.2 per share on revenue of $13.8 million in the first quarter, while Wall Street analysts expected Velo3D to report a loss of $0.48 on revenue of $9.9 million.

<ul class="summary-bullets"><li>Google is reportedly in talks to partner with SpaceX on a launch tied to orbital AI data centers under its “Project Suncatcher” initiative.</li><li>DXYZ gained traction since SpaceX represents its largest holding at 16.2% of assets.</li><li>NASA emerged as another SpaceX proxy after launching with a 10% direct exposure to SpaceX.</li></ul>Shares of Destiny Tech100 (DXYZ) and the Tema Space Innovators ETF (NASA) rallied in premarket trading on Wednesday as Google’s potential partnership with SpaceX sent investors scrambling for public-market exposure to the highly anticipated mega IPO.&nbsp;DXYZ ETF jumped 12% in premarket trading, while NASA ETF rose 7%. Other space stocks also rallied, with Intuitive Machines (LUNR) up 9%, Rocket Lab (RKLB) gaining 6%, Firefly Aerospace (FLY) rising 3% and AST SpaceMobile (ASTS) advancing 2%.&nbsp;<h2 class="st-heading-2">Google-SpaceX Buzz Fuels Space Trade</h2>The rally came after the WSJ&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/spacex-google-in-talks-to-explore-data-centers-in-orbit-7b7799e2">reported</a> that Google is in talks with SpaceX about a rocket-launch partnership to support orbital AI data centers as part of its broader “Project Suncatcher” initiative, which aims to begin deploying prototype satellites by 2027. Google CEO Sundar Pichai previously said that the tech giant plans to place “tiny racks of machines” into orbit before scaling larger space-based data-center infrastructure over time.SpaceX is expected to pursue one of the largest public listings in history, potentially raising as much as $75 billion at a projected valuation of about $2 trillion. The deal is also expected to include an unusually large retail allocation, with reports suggesting SpaceX could reserve up to 30% of the IPO for individual investors.Markets have also focused on SpaceX’s evolution beyond rocket launches into a sprawling AI, satellite broadband and infrastructure platform spanning Starlink, direct-to-cell connectivity, hyperscale processing ambitions and orbital data centers.SpaceX has also aggressively expanded its AI infrastructure ambitions. The company recently announced agreements involving Anthropic and separately filed applications to launch up to one million satellites for orbital infrastructure. The latest Google discussions have boosted investor confidence that major hyperscalers may eventually rely on SpaceX’s launch infrastructure and orbital network as AI-powered demand accelerates globally.Investors have also focused on the possibility that a SpaceX IPO could trigger massive passive ETF inflows due to recently approved accelerated index inclusion rule changes across the Nasdaq, S&amp;P, and FTSE Russell frameworks.<h2 class="st-heading-2">DXYZ Gains As Investors Chase SpaceX Exposure</h2>The renewed excitement around SpaceX quickly spilled into publicly traded investment vehicles offering indirect exposure to the company ahead of its IPO. DXYZ, structured as a closed-end investment company focused on late-stage private technology firms, currently holds SpaceX as its single largest portfolio position at 16.2% of assets.The fund also provides exposure to several high-profile private AI and technology companies, including xAI, Anthropic, OpenAI, Databricks and Shield AI, making it one of the few publicly traded vehicles offering retail investors access to a basket of pre-IPO AI and space firms.As of Dec. 31, 2025, Destiny Tech100 reported a net asset value of $19.97 per share, up 76% sequentially and more than 210% from a year earlier, while total portfolio fair value rose to $434 million. The fund later expanded exposure through additional investments tied to Anthropic, Chaos Industries and Hermeus Corporation.<h2 class="st-heading-2">NASA ETF Becomes Another SpaceX Proxy</h2>NASA also attracted investor attention after its March launch, with direct exposure to SpaceX accounting for 10% of assets through a special-purpose vehicle structure. Beyond SpaceX, the portfolio includes space and satellite-related names such as AST SpaceMobile, Rocket Lab, Planet Labs and Intuitive Machines. NASA also absorbs the transaction costs associated with maintaining SpaceX exposure through the special-purpose vehicle structureThe fund focuses broadly on satellite connectivity, launch infrastructure, orbital defense systems and commercial space tech. Tema ETF’s chief investment officer Yuri Khodjamirian, previously called SpaceX “the defining company of the space economy.”<h2 class="st-heading-2">How Do Retail Traders Feel About DXYZ And NASA?</h2>On Stocktwits, retail sentiment for DXYZ and NASA was ‘extremely bullish’ amid ‘extremely high’ message volume.One user&nbsp;<a href="https://stocktwits.com/DayTradering/message/653175094">said</a>, “NASA will have its day. When SpaceX’s IPO gets closer—and especially afterward—the whole sector will fly.”<stembedurl>https://stocktwits.com/DayTradering/message/653175094</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/sam92/message/653168615">commented</a> on DXYZ, saying: “This fund portfolio is loaded with big hitters. It is like owning the music rights of the Beatles, Zeplin, BlackSabbath, Aerosmith, Nirvana, The Grateful Dead, Drake. This fund can go 20 times from present levels.”&nbsp;<stembedurl>https://stocktwits.com/sam92/message/653168615</stembedurl>DXYZ ETF has risen 34% over the past year, while NASA ETF has climbed 33% 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/asts-rklb-trump-golden-dome-space-defense-bets/cZXLOOjRe0W">ASTS, RKLB Stocks Jump Overnight: Trump’s $1.2 Trillion Golden Dome Spending Boom Fuels Space Defense Bets&nbsp;</a>

DXYZ ETF has risen 34% over the past year, while NASA ETF has climbed 33% over the same period. (Photo credot: Getty Images)

DXYZ, NASA Rally Premarket: Google’s Space AI Push Sends SpaceX IPO Bets Into Overdrive

 Investors are betting on SpaceX’s transformation into a broader AI, satellite broadband and orbital infrastructure company ahead of its anticipated mega IPO.

<ul class="summary-bullets"><li>SpaceX IPO excitement and Anthropic’s $1.4 trillion implied valuation have fueled investor demand for VCX exposure.</li><li>Anthropic represents about 21% of VCX’s portfolio, alongside holdings in OpenAI, Databricks, Anduril, Ramp and SpaceX.</li><li>Vervia Partners’ Anthony Showalter warned that VCX is trading far above the underlying value of its holdings.</li></ul>Shares of Fundrise Innovation Fund (VCX) have turned into one of Wall Street’s hottest AI trades as retail investors rush for indirect exposure to Anthropic, SpaceX and OpenAI ahead of potential blockbuster IPOs. However, one investor now warns that the stock could still face a brutal reality check.Since their respective launches,&nbsp;<a href="https://stocktwits.com/symbol/VCX">VCX</a> has surged 2,172%, significantly outperforming rival and private-tech exposure funds, including&nbsp;<a href="https://stocktwits.com/symbol/DXYZ">Destiny Tech100 (DXYZ)</a>, up 692%,&nbsp;<a href="https://stocktwits.com/symbol/XOVR">ERShares Private-Public Crossover ETF (XOVR)</a>, up 121%, and&nbsp;<a href="https://stocktwits.com/symbol/NASA">Tema Space Innovators ETF (NASA)</a>, up 35%.<img src="https://news.stocktwits-cdn.com/koyfin_20260511_114518469_png_fa4873ee09.webp" alt="koyfin_20260511_114518469.png">VCX is a closed-end fund that debuted on the NYSE in March and immediately became one of the market’s most explosive retail trades. Within days of listing, VCX surged more than 1,500% above its reported net asset value (NAV). At one point, shares traded at over 16x the fund’s reported NAV of $18.97 per share as repeated volatility halts hit the stock.<h2 class="st-heading-2">VCX Rides SpaceX And Anthropic Hype</h2>Much of the excitement for VCX comes from surging retail interest in both SpaceX and Anthropic. SpaceX has evolved beyond a launch company into a sprawling AI, satellite broadband and infrastructure platform spanning Starlink, direct-to-cell connectivity, hyperscale processing ambitions and potential orbital data centers.Investors have also focused heavily on the possibility of a historic SpaceX IPO that could value the company at nearly $2 trillion and trigger massive passive&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spacex-ipo-etf-demand-vanguard-qqq-tesla-influencer/cZQMjCvRe7r">ETF inflows</a> due to accelerated index inclusion rule changes across Nasdaq, S&amp;P and FTSE Russell.Meanwhile, Anthropic’s implied pre-IPO valuation has surged to $1.4 trillion, climbing about 40% in just 24 days as private-market demand for the Claude developer intensified ahead of a potential public listing later this year. The AI company’s implied valuation is now up more than 1,000% since October 2025, fueled largely by enterprise adoption of Claude and Claude Code. Annualized revenue estimates have climbed from $100 million in 2023 to $45 billion currently, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2053896786142789725">The Kobeissi Letter</a>.Anthropic has emerged as one of the industry’s largest AI infrastructure spenders, signing major deals with Amazon Web Services, Alphabet, CoreWeave and SpaceX. Last week, Anthropic deepened ties with SpaceX by securing access to more than 300 megawatts of processing capacity from SpaceX’s Colossus 1 facility in Memphis, Tennessee.<h2 class="st-heading-2">VCX: Retail’s Gateway To Private AI</h2>The excitement for IPOs has increasingly spilled into VCX since Anthropic alone accounts for 21% of its portfolio, while OpenAI, Databricks, Anduril, Ramp and SpaceX make up other major positions.Fundrise CEO Ben Miller has previously said that VCX gives ordinary investors access to elite private-market opportunities traditionally reserved for institutions and venture capital firms. “Let the retail investors be the ones who get the inside shares rather than the hedge funds,” Miller&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/vcx-tumbles-premarket-fundrise-opens-space-x-anthropic-databricks-onchain-after-snubbing-hedge-funds/cZERjq7RIZl">said in March</a>.Since VCX’s July 2022 inception, cumulative returns total 84%, meaning a $10,000 investment would have grown to about $19,256, including $9,030 in appreciation and $225 in distributions, according to Fundrise data.&nbsp;<h2 class="st-heading-2">Investor Questions VCX’s Massive Premium</h2>However, not everyone believes VCX’s massive rally is sustainable. Anthony Showalter, managing partner at Vervia Partners, said investors are confusing exposure to elite private companies with reasonable valuation. “This is not an anti-AI short. It is not even an anti-Fundrise short. It is a wrapper-math short,” Showalter&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/santhonys/status/2053604997745815742">said on X</a> in a detailed report published on Monday.The investor acknowledged the strength of VCX’s underlying portfolio, calling companies like Anthropic, OpenAI and SpaceX “extraordinary companies,” but said the premium investors are paying through VCX has detached from economic reality. “The mistake investors are making is confusing exposure with value,” Showalter said. “VCX gives you exposure to extraordinary companies. It does not follow that any price for that exposure makes sense.”Showalter said that many traders are treating VCX like a traditional ETF, in which rising demand automatically increases ownership of the underlying holdings. According to him, VCX owns a relatively fixed number of shares in companies such as Anthropic, Databricks, Ramp and SpaceX, meaning that the fund cannot simply manufacture more exposure as demand rises.<h2 class="st-heading-2">Even VCX’s ‘Dream Scenario’ Looks Overvalued&nbsp;</h2>Using secondary-market pricing for Anthropic, SpaceX, OpenAI and other holdings, Showalter estimated that VCX still trades at a massive premium even under extremely bullish assumptions. In his “Aggressive Marks” scenario, Anthropic was valued at $1.3 trillion and VCX still produced an estimated NAV of only about $46 per share compared with a market price near $191. Under an even more bullish “Dream Scenario,” where major holdings doubled again from already elevated levels, Showalter estimated NAV at $76.55 per share.“To put that another way: even if you are the most aggressive Anthropic bull alive, even if you believe Sacks is right and Anthropic becomes the most valuable company in human history, even if SpaceX and OpenAI both 6x from where they sit today, VCX still has to lose roughly half its value to reach the underlying marked NAV,” Showalter said.Showalter also warned that ongoing share issuance could dilute investors’ exposure to key holdings over time, since Fundrise cannot acquire shares of Anthropic or SpaceX quickly enough to keep pace with the inflow of new money into the fund. “A great asset can still be a terrible security if the wrapper is priced absurdly,” he said.<h2 class="st-heading-2">How Do Retail Traders Feel About VCX?</h2>On Stocktwits, retail sentiment for VCX has jumped to ‘extremely bullish’ from ‘bullish’ levels over the past week amid a 1,540% surge in 24-hour message volumes. Over the past month, the stock’s retail-watcher base has also risen by nearly 40%.<figure class="image"><img src="https://news.stocktwits-cdn.com/vcx_ss_png_09861740c3.webp" alt="vcx ss.png" width="973" height="142"><figcaption>VCX sentiment and message volume as of May 12 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/theMeans/message/653029554">said</a>, “If you believe AI is the future, then there is no other portfolio that dominates the market like<a href="https://stocktwits.com/symbol/VCX"> $VCX</a> … none. you're betting on the entire ecosystem: the models (Anthropic/OpenAI), the data (Databricks), and the physical application (Anduril/SpaceX). Even if one fails, the others are positioned to dominate.”<stembedurl>https://stocktwits.com/theMeans/message/653029554</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/LiquidityTaker/message/652989987">said</a>, “$VCX is absolutely ripping through levels and I’m just watching the tape in disbelief. Up +1,913% and still printing higher highs like it doesn’t care about gravity.”<stembedurl>https://stocktwits.com/LiquidityTaker/message/652989987</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-tanks-analyst-warns-launch-delays-after-pumping/cZXQvHeReLR">ASTS Stock Tanks Overnight After Q1 Miss: Analyst Says Recent ‘Pumping’ Came Ahead Of Major Launch Delays&nbsp;</a>

In this photo illustration, a smartphone displays the logo of artificial intelligence company Anthropic in front of a SpaceX logo background on May 7, 2026, in Shenzhen, Guangdong Province, China. (Photo illustration by Cheng Xin/Getty Images)

VCX Heading For 50% Crash? Investor Explains ‘Wrapper-Math Short’ Logic Even In Most Bullish AI Case

Since their respective launches, VCX has surged 2,172%, outperforming rival and private-tech exposure funds including DXYZ, XOVR and NASA.

VCX Becomes Retail’s AI Darling On SpaceX, Anthropic Hype — One Investor Warns Of 50% Crash 

<ul class="summary-bullets"><li>Rocket Lab executives said the company is expanding into broader commercial space services, including launch systems, spacecraft, and infrastructure.&nbsp;</li><li>CFO Adam Spice said production could scale with demand, but would require more facilities.&nbsp;</li><li>On Friday, Rocket Lab said it completed a key Neutron stage separation test.</li></ul>Rocket Lab USA (RKLB) stock gained overnight after reaching a 52-week high on Friday, its best day in over four years, buoyed by blowout first-quarter (Q1) earnings, and progress on its next-generation launch system, Neutron.<h2 class="st-heading-2">RKLB’s Breakout Quarter Sparks Re-Rating</h2>Rocket Lab reported Q1 revenue of $200.3 million, marking 63.5% year-on-year growth and surpassing analyst expectations of $189.41 million, according to Fiacl AI data. It expects $232.5 million in Q2 and its first $23 million EBITDA in Q2, showing it is moving toward profitability faster than planned.&nbsp;During a retail investor call on Friday, the company’s CEO, Peter Beck and CFO, Adam Spice, said they are moving deeper into commercial space markets as Rocket Lab expands launch services, spacecraft systems, and broader space infrastructure capabilities.&nbsp;Rocket Lab’s Electron rocket is getting many new launch contracts, including growing demand for hypersonic testing. The company says it can increase production if needed, but that would require more facilities and launch support.He also emphasized that demand for high-cadence launches is rising, particularly from government and defense customers.&nbsp;“I mean, most of the hypersonic submissions, all the hypersonic submissions to date have been launched out of the US. And so, it would require flexibility from some of those customers to be able to launch out of New Zealand, or we'd have to create some launch capabilities elsewhere,” said Spice.&nbsp;He said their full space strategy is still being built step by step. Launch rockets are the hardest part, and they are making strong progress with Neutron. They are also slowly improving other space technologies, sometimes by buying companies but also by building many things themselves.&nbsp;<a href="https://stocktwits.com/symbol/RKLB">Rocket Lab USA stock</a> traded nearly 3% higher overnight, heading into Monday.&nbsp;<h2 class="st-heading-2">RKLB’s Neutron Development Advances&nbsp;</h2>On Friday, Rocket Lab, in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RocketLab/status/2052847721523147150">post</a> on X platform, confirmed it has completed a key stage separation test campaign, marking an important step in validating one of the most complex elements of the rocket’s design.The testing effort focused on proving the reliability of Neutron’s stage separation system, a crucial step that determines whether the rocket’s different sections can safely detach during flight.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_11_002254_png_c83b948763.webp" alt="Screenshot 2026-05-11 002254.png" width="741" height="322"></figure>The Neutron rocket is central to Rocket Lab’s long-term expansion into medium-lift reusable launch services. Investor sentiment was further lifted by a landmark contract, announced on Thursday, worth over $200 million covering five Neutron launches and three Electron missions for an undisclosed customer.&nbsp;<h2 class="st-heading-2">RKLB’s Anduril Deal Draws Attention&nbsp;</h2>Rocket Lab also announced a new agreement with defense technology firm Anduril for multiple hypersonic test missions. The deal expands the use of Rocket Lab’s HASTE launch system, which is designed to support high-speed aerospace testing for advanced military applications.Reflecting on the deal, John D.Fuller, an Anduril executive, said on Linkedin, small rocket launch and hypersonic testing have changed over the past decade.&nbsp;“Ironically, Virgin Orbit and LauncherOne did not survive long enough to see the hypersonic future I’d conceived - but Rocket Lab’s HASTE is a highly capable solution that will drive incredible progress and speed (literally!) into hypersonic vehicle development,” Fuller added.&nbsp;RKLB stock has gained over 51% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-mu-qcom-stocks-hit-52-week-highs-last-week-what-is-behind-the-surge/cZX9AfGReW9">NVDA, MU, QCOM Stocks Hit 52-Week Highs Last Week: What's Behind The Surge?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

RocketLab CEO, Peter Beck poses for a portrait at the company's Auckland headquarters.

RKLB Stock Gains Overnight After Best Day In Over 4 Years: Neutron Completes Critical Test 

RKLB Stock - Strong earnings, new contracts, hypersonic testing deals, and growing defense demand boosted investor confidence. 

Strong earnings, new contracts, hypersonic testing deals, and growing defense demand boosted investor confidence. 


<ul class="summary-bullets"><li>The satellites were launched into orbit on a SpaceX CAS500-2 mission from California.&nbsp;</li><li>The set also carried the first satellite under Planet’s deal with the Swedish Armed Forces.</li><li>Each satellite uses Nvidia Jetson computers to run AI in space, helping turn images into useful information faster.&nbsp;&nbsp;</li></ul>Planet Labs (PL) stock gained attention premarket on Monday, after adding three advanced Pelican satellites to its Earth-imaging network, including one linked to a new defense partnership with Sweden.&nbsp;The move comes as the company grows its Earth-imaging satellite network and builds closer ties with governments seeking faster access to space-based intelligence.&nbsp;<h2 class="st-heading-2">SpaceX Launches PL’s Satellites&nbsp;</h2>The satellites reached orbit aboard SpaceX’s CAS500-2 rideshare mission launched from Vandenberg Space Force Base in California.One of the newly launched satellites marks the first space asset under Planet’s agreement with the Swedish Armed Forces, facilitating Sweden’s entry into operational space-based intelligence.&nbsp;In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Will4Planet/status/2050887872216219969">post</a> on X platform, Planet Labs’ Co-Founder and CEO, Will Marshal said,” First launch of 2026 complete! We’ve successfully launched &amp; made contact with all three Pelicans in orbit!.”<a href="https://stocktwits.com/symbol/PL">Planet Labs stock</a> edged 0.1% lower in Monday’s premarket.&nbsp;<h2 class="st-heading-2">PL’s&nbsp;AI-powered imaging expansion</h2>The newly deployed Pelicans belong to Planet’s first-generation high-resolution line, capable of capturing 50-centimeter-class imagery across multiple spectral bands.&nbsp;Each satellite integrates Nvidia Jetson-based onboard computing, enabling artificial intelligence processing directly in orbit to reduce the time between image capture and actionable insight.The satellites, first in 2026, join earlier units launched in 2025 and will operate as part of a larger fleet supporting Planet’s Global Monitoring Service. In early April, the company took a major step toward real-time space intelligence after successfully running artificial intelligence directly onboard one of its satellites.This change moves Earth imaging from slow, ground-based processing to quick analysis done in space, giving results in minutes instead of hours or days. Planet plans to expand this system across its Pelican satellites and future Owl network to create a near real-time global monitoring system.The company is seeing strong demand and a growing pipeline, supporting continued growth ahead. Planet Labs ended 2025 with a strong backlog of $900 million, a 79% increase year-on-year.&nbsp;<h2 class="st-heading-2">What Are PL Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory.&nbsp;A user exclaimed, “Planetary intelligence loading!”<stembedurl>https://stocktwits.com/AquaLung21/message/652123223</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Kingspellchecker/message/652126572">said</a>, “The fact they did this within 4 months of contract is clearly disruptive technology.&nbsp; Unheard of. It is normally years w[ith] def[ence] contractors.&nbsp;PL stock has gained over 87% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/united-airlines-steps-in-after-spirit-shutdown-and-cheaper-jet-fuel-is-drawing-attention-for-ual-stock/cZQMkvgRe7t">United Airlines Steps In After Spirit Shutdown – And Cheaper Jet Fuel Is Drawing Attention For UAL Stock</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone held in a hand shows the logo of Planet Labs PBC

SpaceX Launches Planet Labs’ New Pelican Satellites Into Orbit: Retail Says ‘Planetary Intelligence Loading’

The launch comes as the company expands its Earth-imaging network and strengthens its ties with government intelligence agencies. 

<ul class="summary-bullets"><li>Rocket Lab’s Gauss Thrusters are engineered for mass production, with a production line that can already produce over 200 units annually.&nbsp;</li><li>Space companies have been having their moment in the spotlight amid NASA's Artemis II mission and SpaceX’s upcoming initial public offering, which is expected to be valued at a whopping $2 trillion.&nbsp;</li><li>Retail traders on Stocktwits discussed the announcement, with some comparing Rocket Lab to SpaceX for its innovations.</li></ul>Rocket Lab Corp. (RKLB) was in the retail spotlight on Tuesday after the company announced a new electric satellite propulsion system, called ‘Gauss’, designed to fulfil growing constellation demand in commercial and national security space missions. &nbsp;Retail chatter around the stock jumped from ‘low’ to ‘normal’ levels, growing 154% in the past day, according to Stocktwits data, with users discussing the new electric propulsion system widely.<h2 class="st-heading-2">What Is The Gauss Thruster?</h2>Rocket Lab’s Gauss Thruster, named after German astronomer and physicist Carl Friedrich Gauss, is an electric propulsion system designed to produce a higher specific impulse, or better fuel efficiency, compared to traditional chemical propulsion systems, making it more efficient for longer missions.While electric propulsion systems are typically hard to produce in high volumes, leading to supply chain issues, Rocket Lab’s Gauss Thrusters are engineered for mass production, with a production line that can already produce over 200 units annually, ensuring it can meet demand for both commercial and national security space applications.Founder and CEO, Peter Beck, noted that while proliferated constellations have become the norm for commercial and national security space users, the propulsion systems for the spacecraft in orbit have not been available at scale.“Rocket Lab is solving this bottleneck with Gauss. We’ve successfully scaled other satellite components to thousands of units per year to meet the market’s needs for volume and speed, now we’re giving electric satellite propulsion the same treatment,” Beck said.<h2 class="st-heading-2">Space Surge</h2>Rocket Lab is a space company that provides launch services and on-orbit management solutions, among others, to private and government players. &nbsp;The company’s spacecraft are supporting NASA missions to the Moon and Mars, as well as the first planned private commercial mission to Venus. It also played a critical role in the crewed lunar flyby mission Artemis II.Space companies have been <a href="https://stocktwits.com/news-articles/markets/equity/why-rocket-lab-stock-is-rising-today/cZJq22bRIH1">having their moment in the spotlight</a> amid NASA's Artemis II mission and SpaceX’s upcoming initial public offering, which is expected to be valued at a whopping $2 trillion. Earlier, Morgan Stanley analyst Adam Jonas listed the top 15 space stocks in a report, with RKLB shares making the list.<h2 class="st-heading-2">What Is Retail Saying?</h2>On Stocktwits, retail sentiment around RKLB stock improved from ‘bearish’ to ‘neutral’ territory over the past 24 hours.One user, citing the new electric propulsion system, called the company ‘SpaceX lite’ for its innovation.<stembedurl>https://stocktwits.com/StockQuoteOfficial/message/650209829</stembedurl>Another user appreciated what the company could do for NASA with its new electric propulsion.<stembedurl>https://stocktwits.com/2damoooooo/message/650237936</stembedurl>A third user said the company’s gains should be much higher amid the new announcement.<stembedurl>https://stocktwits.com/Doomsayer681/message/650229178</stembedurl><a href="https://stocktwits.com/symbol/RKLB">RKLB stock</a> was up nearly 4% at the time of writing, and has risen more than 278% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/gsat-stock-to-hit-18-year-high-amazon-acquires-globalstar-for-over-23-premium/cZJq3Z2RIHV">GSAT Stock On Track To Hit 18-Year High As Amazon Acquires Globalstar For Over 23% Premium</a>

 In this photo illustration, a person holds a smartphone displaying the logo of Rocket Lab USA Inc.

Inside Rocket Lab’s Gauss Thruster: Why Retail Sees 'SpaceX Lite’ In The Making

Rocket Lab’s Gauss Thruster, announced on Tuesday, is an electric propulsion system designed to improve fuel efficiency for space missions compared to traditional chemical propulsion systems.

<ul class="summary-bullets"><li>Yuri Khodjamirian of Tema Space Innovators ETF told Stocktwits that legacy players such as Boeing and Lockheed Martin are less agile due to their reliance on government contracts and diversified business models.</li><li>According to him, Rocket Lab is gaining attention for building reusable and reliable launch services as an alternative to SpaceX.</li><li>Meanwhile, AST SpaceMobile represents a shift toward direct-to-device satellite connectivity, targeting global telecom integration and mass adoption.</li></ul>The next wave of space growth will come from names like Rocket Lab (RKLB), Intuitive Machines (LUNR), Planet Labs (PL), and AST SpaceMobile (ASTS), rather than legacy aerospace and defense giants, according to Yuri Khodjamirian of Tema Space Innovators ETF (NASA).Companies like Boeing (BA) and Lockheed Martin (LMT) are part of the “old world of space exploration,” where programs are slow‑moving, over‑engineered, and tied to large government contracts, rather than commercial‑driven innovation. They are no longer “pure‑play” space stocks, Khodjamirian said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=O0JzjZfjUjU">exclusive interview</a> with Stocktwits. “And we felt that the defense primes, know, the Lockheed and Boeing, they have the United Launch Alliance together, are part of the kind of maybe the old world of space exploration and their culture and the way the businesses are set up are not there to innovate and build on the next generation,” he stated. “...They're not where we're seeing the opportunity in terms of the growing fundamentals.”<h2 class="st-heading-2">‘New Space’ Firms Gain Ground Over Legacy Aerospace</h2><a href="http://stocktwits.com/symbol/BA">BA’s stock</a> fell more than 1% on Friday, while&nbsp;<a href="http://stocktwits.com/symbol/LMT">LMT’s stock</a> tumbled 1.65% amid broader weakness in the market, while newer names rallied ahead of NASA’s Artemis II Moon mission splashdown in the evening.&nbsp;<a href="http://stocktwits.com/symbol/LUNR">LUNR’s stock</a> led gains among the cohort, rising more than 7% on Friday.&nbsp;<a href="https://stocktwits.com/symbol/ASTS">ASTS shares</a> gained 3.57%, while&nbsp;<a href="https://stocktwits.com/symbol/RKLB">RKLB’s stock</a> moved nearly 2% higher, and&nbsp;<a href="https://stocktwits.com/symbol/PL">PL’s stock</a> rose 1.29%.&nbsp;<a href="https://stocktwits.com/symbol/NASA">NASA’s price</a> edged 0.32% higher, ending the week with a gain of nearly 20% since its debut ahead of the Artemis II mission launch.&nbsp;<h2 class="st-heading-2">Launch, Don’t Blow Up, Repeat</h2>Khodjamirian said that true space‑thematic exposure now lies with companies that have turned rockets into&nbsp;reusable assets, like Rocket Lab. According to him, it’s one of the few companies that has turned small‑satellite launch into a reliable service that’s attractive to governments and commercial customers looking for an alternative to SpaceX.“Rockets, unfortunately, have a nasty tendency to blow up,” Khodjamirian told Stocktwits. “So what you want is to invest in the companies that have basically developed rockets that work. SpaceX has done that, and so has Rocket Lab.” The company is positioning its reusable Neutron medium-lift rocket as an alternative to SpaceX's&nbsp;workhorse Falcon 9.Khodjamirian added that ASTS is one of the largest providers of direct‑to‑device satellite connectivity, partnering with dozens of global mobile carriers and enabling billions of users to access satellite‑backed mobile networks. According to him, that fits a broader shift from expensive, geostationary‑orbit systems to low‑earth‑orbit, mass‑produced constellations that slash latency and cost, a commercial‑driven “new age” of space tech.<h2 class="st-heading-2">Parts Of An Emerging Lunar Economy</h2>The Tema chief investment officer also highlighted Intuitive Machines as a pioneer of the lunar economy, with a growing NASA‑funded Artemis II‑linked backlog, a completed private Moon landing, and future revenue streams from lunar delivery and data‑transmission subscriptions.&nbsp;By contrast, Khodjamirian views the defense‑oriented giants as over‑capitalized, less agile, and too diversified outside core space, which is why the NASA ETF deliberately excludes Boeing, Lockheed, and similar legacy primes to stay focused on faster‑growing, innovation‑driven space names.<h2 class="st-heading-2">What Are Retail Traders Saying About Space Stocks?</h2>On Stocktwits, retail sentiment across the newer and older names trended in ‘bearish’ territory except for AST SpaceMobile. It saw retail sentiment trending in ‘bullish’ territory over the past day, accompanied by ‘high’ levels of chatter.&nbsp;According to one retail trader on Stocktwits, LUNR’s stock is the most undervalued among NASA’s picks for the fund.<stembedurl>https://www.stocktwits.com/Thinking101/message/649985759</stembedurl>Others expressed more caution, anticipating the stocks to correct once the Artemis II splashdown hype wears off by Monday.&nbsp;<stembedurl>https://www.stocktwits.com/samvicious/message/649986499</stembedurl>LUNR, PL, and ASTS shares have shown&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasa-etf-jumps-nearly-20-since-launch-alongside-artemis-ii-mission/cZJ0StERItu">double-digit gains</a> during the 10-day Artemis II mission to the Moon. Meanwhile, Boeing, which built the SLS rocket for the mission launch, has gained around 7% since April 1. Meanwhile, Lockheed Martin, which developed the Orion spacecraft for the Artemis mission, edged only 0.8% higher.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasa-etf-jumps-nearly-20-since-launch-alongside-artemis-ii-mission/cZJ0StERItu">NASA ETF Jumps Nearly 20% Since Launch Alongside Artemis II Mission – ASTS, PL, LUNR Drive Gains</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

NASA's Space Launch System rocket carrying the Orion spacecraft with NASA astronauts onboard launches on the Artemis II mission on Wednesday, April 1, 2026, from Cape Canaveral, Florida. (Photo by Keegan Barber/NASA via Getty Images)

EXCLUSIVE: Artemis II Sparks Next‑Gen Space Race – Rocket Lab, Intuitive Machines Will Outrun Boeing, Lockheed, Says NASA Fund Manager 

In an interview with Stocktwits, Yuri Khodjamirian said Artemis II is shifting the lunar economy towards newer players like Rocket Lab, AST SpaceMobile, and Intuitive Machines, poised to develop faster than legacy names.

Artemis II Sparks Next‑Gen Space Race – Rocket Lab, Intuitive Machines Will Outrun Boeing, Lockheed, Says NASA Fund Manager 

Cryptocurrency

<ul class="summary-bullets"><li>In an interview with Stocktwits, NASA ETF portfolio manager Yuri Khodjamirian said the SpaceX IPO, expected in June, could be the next major catalyst for space stocks.&nbsp;</li><li>He also pointed to Blue Origin’s planned launch activity, which may alter supply dynamics in the launch market and support valuations.</li><li>Khodjamirian noted that long-term drivers include satellite fleet upgrades, space station replacements, and potential orbital data infrastructure.</li></ul>The SpaceX IPO, Blue Origin launches, and a wave of satellite deals could lead the next rally for space stocks, according to Yuri Khodjamirian, the chief investment officer at TEMA ETFs and portfolio manager of the brand-new Tema Space Innovators ETF (NASA).“We've obviously got the IPO of SpaceX, which is mooted to come in June,” Khodjamirian told Stocktwits’ Michele Steele in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=O0JzjZfjUjU">exclusive interview</a>. “I think for investors, that's going to be a huge event.”His comments after space stocks such as Rocket Lab (RKLB), Intuitive Machines (LUNR), Planet Labs (PL), and AST SpaceMobile (ASTS) rallied this month alongside the Artemis II mission. Except for LUNR’s stock, the shares saw&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasa-etf-jumps-nearly-20-since-launch-alongside-artemis-ii-mission/cZJ0StERItu">muted gains</a> in afternoon trade on Friday, ahead of the Artemis II mission splashdown later in the day.&nbsp;<h2 class="st-heading-2">SpaceX IPO Could Drive Institutional Demand for Space Stocks</h2>Khodjamirian said he expects the SpaceX offering to take place in June and be one of the largest IPOs ever, with CEO Elon Musk signaling up to 20% to 30% retail participation, broad index inclusion, and intense benchmark‑driven demand. The company <a href="https://stocktwits.com/news-articles/markets/equity/space-x-files-confidentially-for-ipo-setting-stage-for-record-breaking-market-debut-report/cZ7HpdSRIFd">reportedly</a> filed for a confidential IPO earlier this month and could seek a valuation of more than $1.75 trillion.“[It means] many, many more investor eyeballs on the space economy because it's going to be part of benchmarks for active managers,” Khodjamirian told Stocktwits, “So that's one of the most exciting things that I think is going to happen over the next three months.” On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/SPACEX">SpaceX</a>, which is not publicly listed, trended in ‘bullish’ territory, accompanied by ‘high’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_130338_png_4bd397cb07.webp" alt="Screenshot 2026-04-10 130338.png" width="1249" height="149"><figcaption>SPACEX retail sentiment and message volume on April 10 as of 1:05 p.m. ET | Source: Stocktwits</figcaption></figure>Chatter on the platform also indicated that retail traders are looking forward to SpaceX’s IPO debut in the summer.<stembedurl>https://www.stocktwits.com/wildcatbanker/message/649364329</stembedurl><h2 class="st-heading-2">Multi-Year Tailwinds Emerging For Space Economy</h2>Khodjamirian told Stocktwits that Jeff Bezos-backed Blue Origin, with its reserved orbital slots and pending launches, could further compress launch‑capacity cycles and support higher valuations for downstream satellite and infrastructure plays.&nbsp;Looming satellite fleet refreshes, discussion of post‑ISS space‑station replacements, and Musk’s vision of orbital data centers once launch costs fall, indicate the sector looks poised for multi‑year tailwinds, Khodjamirian said.<a href="https://stocktwits.com/symbol/NASA">NASA’s price</a> edged lower in afternoon trade on Friday. The ETF, which Khodjamirian said is focused on “pure play” space stocks, has gained nearly 20% since its debut alongside the Artemis 2 launch window opening on March 31. Retail sentiment around the fund on Stocktwits trended in ‘bearish’ territory over the past day.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasa-etf-jumps-nearly-20-since-launch-alongside-artemis-ii-mission/cZJ0StERItu">NASA ETF Jumps Nearly 20% Since Launch Alongside Artemis II Mission – ASTS, PL, LUNR Drive Gains</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A SpaceX Falcon 9 rocket is displayed at a SpaceX facility on April 2, 2026 in Hawthorne, California. (Photo by Mario Tama/Getty Images)

EXCLUSIVE: Space Stocks Mellow Ahead Of Artemis II Splashdown, With NASA ETF Manager Betting On SpaceX IPO, Blue Origin To Drive Next Rally

Space stocks, including Rocket Lab, AST SpaceMobile, Planet Labs, and Intuitive Machines, have rallied alongside the Artemis II mission.

EXCLUSIVE: Artemis II Mission Sets Stage For SpaceX IPO‑Driven Space Stocks Bull Run, Says NASA ETF Manager

<ul class="summary-bullets"><li>The Tema Space Innovators ETF has gained roughly 17.5% since its March 31 debut, which coincided with the launch window of the Artemis II mission.&nbsp;</li><li>TEMA ETFs CIO Yuri Khodjamirian told Stocktwits that the fund’s 10% to 15% allocation to SpaceX, through private-market exposure, sets it apart from the competition.</li><li>He added that the portfolio’s construction focuses on “pure play” space companies across launch, satellite, and infrastructure segments, such as RKLB, LUNR, PL, and ASTS.</li></ul>The space economy exchange-traded fund (ETF) that debuted at the same time as the Artemis II mission launch window has gained nearly 20%, while the astronauts completed their 10-day test flight around the Moon.&nbsp;“We can kind of say it was a fortuitous kind of coincidence that it happened at the same time,” Yuri Khodjamirian, the chief investment officer at TEMA ETFs and portfolio manager of the brand-new Tema Space Innovators ETF (NASA), <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=O0JzjZfjUjU">told</a> Stocktwits in an&nbsp;exclusive interview.&nbsp;<a href="https://stocktwits.com/symbol/NASA">NASA’s price</a> edged 0.9% lower in midday trade on Friday amid weakness in the broader market, ahead of the Artemis crew’s splashdown scheduled for later in the evening. The fund has gained 17.5% since its March 31 debut on the NYSE Arca. On Stocktwits, retail sentiment around NASA trended in ‘bearish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_115308_png_c03367c0c4.webp" alt="Screenshot 2026-04-10 115308.png" width="1272" height="136"><figcaption>NASA retail sentiment and message volume on April 10 as of 12:05 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">SpaceX In Space ETF Is Like Nvidia In A Semiconductor ETF</h2>Khodjamirian said NASA’s active structure and SpaceX exposure differentiate it from index‑based alternatives. He explained that Tema is treating&nbsp;<a href="https://stocktwits.com/symbol/SPACEX">SpaceX</a> like Nvidia (NVDA) in the semiconductor space.“For us, it just felt wrong to have a space ETF without SpaceX in it. It's like having a semiconductor ETF without Nvidia. It just doesn't sort of make sense for investors,” Khodjamirian stated.According to him, the inclusion of SpaceX keeps the ETF highly concentrated yet diversified across launch, satellite‑comms, and global supply‑chain names in Europe, Asia, and North America.&nbsp;<h2 class="st-heading-2">NASA ETF&nbsp;Focuses on ‘Pure Play’ Space Stocks&nbsp;</h2>He said that the NASA ETF is built to capture the “full stack” of the space economy, not just headlines. In addition to its 10% to 15% private stake in SpaceX, NASA is also overweight in “pure‑play” satellite and launch names such as AST SpaceMobile (ASTS), Rocket Lab (RKLB), Planet Labs (PL), Intuitive Machines (LUNR), and Firefly Aerospace (FLY) which together reflect the broader theme’s momentum.&nbsp;<a href="https://stocktwits.com/symbol/LUNR/">LUNR’s stock</a> led gains among the cohort in midday trade on Friday, rising over 3%. The shares have gained nearly 20% this month. On Stocktwits, retail sentiment around the space exploration, infrastructure, and services company trended in ‘bearish’ territory over the past day.&nbsp;Intuitive Machines was chosen to support and monitor Artemis II via Space Data and ground services, and NASA also awarded it a Near Space Network contract for lunar mission communications/navigation support.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_120543_png_b70f1d7a2d.webp" alt="Screenshot 2026-04-10 120543.png" width="1252" height="149"><figcaption>LUNR retail sentiment and message volume on April 10 as of 12:05 p.m. ET | Source: Stocktwits</figcaption></figure>Retail sentiment around Rocket Labs and Planet Labs also trended in ‘bearish’ territory over the past day.&nbsp;<a href="https://stocktwits.com/symbol/RKLB">RKLB’s stock</a> edged 0.7% higher, clocking gains of nearly 3% this month. The company develops rocket launch and control systems for the space and defense industries.&nbsp;<a href="https://stocktwits.com/symbol/PL/">Planet Labs’ stock price</a> moved 0.6% higher and has gained nearly 20% in April.&nbsp;<a href="https://stocktwits.com/symbol/ASTS">ASTS’ stock</a>, on the other hand, saw retail sentiment trending in ‘bullish’ territory over the past day, accompanied by chatter at ‘high’ levels on Stocktwits. The shares gained 1.6% in midday trade on Friday, and have shot up by over 10% since April 1.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_120032_png_4d3748d042.webp" alt="Screenshot 2026-04-10 120032.png" width="1256" height="148"><figcaption>ASTS retail sentiment and message volume on April 10 as of 12:05 p.m. ET | Source: Stocktwits</figcaption></figure>Rival space ETF&nbsp;<a href="https://stocktwits.com/symbol/UFO">Procure Space (UFO)</a> has gained about 28% year-to-date, powered by ASTS’ stock gains of nearly 290% over the past 12 months and RKLB’s shares soaring nearly 240%.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-reclaims-72-000-while-cpi-data-shows-inflation-holding-at-3-3/cZJ0gG5RItg">Bitcoin Reclaims $72,000 While CPI Data Shows Inflation Holding At 3.3%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

NASA's SLS Moon rocket lifts off from launch pad 39B at the Kennedy Space Center in the United States on a 10-day mission around the Moon. (Photo by Manuel Mazzanti/NurPhoto via Getty Images)

NASA ETF Jumps Nearly 20% Since Launch Alongside Artemis II Mission – ASTS, PL, LUNR Drive Gains

In a Stocktwits interview, TEMA ETFs CIO Yuri Khodjamirian, who also manages the new NASA ETF, said its launch alongside Artemis II was “fortuitous” and “a coincidence.”

Tema ETF Trust - Tema Space Innovators ETF

Investors are aggressively accumulating shares ahead of the rumored upcoming SpaceX IPO, viewing the ETF as a key gateway to pre-IPO exposure.

Momentum traders and retail participants are flooding the board, debating high price targets while sharing their loading strategies and entry points.

Users are expressing frustration over the recurring pattern where the stock rallies in after-hours trading only to sell off during market hours.

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