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Markets are pulling back amid heightened geopolitical anxiety following a recent speech by President Trump regarding the ongoing Iran conflict, leading investors to re-evaluate their exposure as oil prices surge toward new highs. The community is actively debating the potential for long-term economic instability and energy-driven inflation, with many traders questioning the market's reliance on policy-driven headlines and rotating out of riskier assets ahead of the long weekend.

Invesco QQQ Trust Series 1 - Units of beneficial interest

The Invesco QQQ Trust is experiencing heightened volatility as investors react to presidential commentary on the ongoing conflict in Iran, with market participants closely monitoring the potential for a prolonged ground offensive. The community remains deeply divided, with many traders expressing skepticism regarding market rallies driven by policy announcements while others debate the long-term economic implications of energy security and geopolitical escalation.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending as investors digest a mix of geopolitical volatility and high-stakes capital expansion, with ongoing discussions focusing on the company's $2 billion investment in Marvell Technology and its central role in the hyperscaler AI buildout. Market sentiment remains polarized as traders weigh the impact of export policies and supply chain constraints against the company's massive revenue growth and role as the primary engine of the AI infrastructure boom.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is trending as its community builds consistent momentum and excitement ahead of the 4/20 holiday, with participants emphasizing the project's long-term cultural mission and organic growth. The community actively discusses the coin's role in the global cannabis movement and remains focused on building a solid, steady environment that distinguishes it from more volatile, short-term trends.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending as investors weigh significant long-term growth potential in server CPUs and AI infrastructure against short-term volatility driven by geopolitical instability in the Middle East. The community remains divided, with many debating the impact of chip supply chain constraints and fab capacity against optimistic institutional price targets and technical consolidation at key support levels.

AleAnna, Inc. operates as a technology-driven energy company, which engages in supplying low-carbon natural gas and renewable natural gas to Italy. The company was founded in 2007 and is headquartered in Dallas, TX.

AleAnna Inc. - Ordinary Shares - Class A

AleAnna Inc. is surging as investors closely monitor escalating geopolitical tensions in the Middle East and their impact on global energy supplies, with the community highlighting a massive revenue surge and potential short-squeeze dynamics driven by high borrow fees. While bullish traders are focused on the company's strategic position in natural gas and the potential for explosive price action, others remain cautious of high volatility and broader market manipulation.

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

Tesla Inc

Tesla is currently the focal point of intense market sentiment as investors weigh volatile geopolitical headlines against high-stakes upcoming Q1 production and delivery figures. While retail and institutional traders debate the stock's future amid shifting AI narratives and potential SpaceX IPO catalysts, the community remains sharply divided between those positioning for a delivery beat and skeptics questioning long-term growth fundamentals.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is facing intense market scrutiny as investors weigh its aggressive $9 billion pursuit of Globalstar against broader geopolitical risks, including recent reports of infrastructure damage in Bahrain and rising energy costs. The community is deeply divided between long-term bulls accumulating shares at current price levels and short-term traders reacting to volatility, with much of the conversation centered on the high-stakes negotiation with Apple and the company's ability to compete with SpaceX's Starlink.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is currently a focal point for investors as the semiconductor sector navigates supply chain constraints and semiconductor foundry bottlenecks, with market participants closely monitoring its role as a key infrastructure provider for AI. While some traders are executing tactical liquidations to capture potential volatility, community sentiment remains split between those cautious of broader geopolitical risks and those viewing recent pullbacks as a strategic opportunity to accumulate shares in a long-term AI leader.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently experiencing heightened volatility and trading interest, fueled by a mix of sector-wide enthusiasm surrounding the rumored SpaceX IPO and ongoing institutional focus on its robust launch backlog and defense contracts. Community discussion remains polarized, with many investors debating whether the broader market's macroeconomic headwinds will dampen the positive sentiment of new launch milestones or if the company's long-term infrastructure play will prevail.

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<ul class="summary-bullets"><li>IRDM rose 9% after-hours, while VSAT gained over 3% after a report said Amazon is in talks to acquire Globalstar.</li><li>GSAT surged 15% in extended trading after the report and had a market cap of $8.81 billion as of the last close.</li><li>The talks come as Amazon scales its Project Kuiper satellite network, with over 200 satellites launched.</li></ul>Shares of Iridium Communications (IRDM) and Viasat (VSAT) jumped in extended trading on Wednesday after a report said Amazon is in talks to acquire Globalstar (GSAT) as part of its effort to expand low-Earth-orbit satellite connectivity and compete with SpaceX.<a href="https://stocktwits.com/symbol/IRDM">IRDM stock</a> rose 9% after-hours on Wednesday, while&nbsp;<a href="https://stocktwits.com/symbol/VSAT">VSAT</a> gained more than 3%.&nbsp;However, shares of both companies trimmed their gains during overnight trading heading into Thursday.GSAT shares surged 15% in extended trading following the Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/abace066-fe93-4ff0-8378-d3c3eb49519c">report</a>, citing people familiar with the matter. The company had a market capitalization of about $8.81 billion as of the last close.<h2 class="st-heading-2">Apple Tie-Up Adds Twist To Amazon Talks</h2>Amazon and Globalstar are still supposedly negotiating&nbsp;the complexities of a potential transaction after lengthy discussions, according to the report. One complication involves Apple, which holds about a 20% stake in Globalstar after investing $1.5 billion in 2024 to support infrastructure for emergency messaging when cellular coverage is unavailable.&nbsp;In October, Globalstar had also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-30/globalstar-draws-spacex-interest-in-sale-process">reportedly</a> explored a potential sale and held early discussions with SpaceX among other possible suitors.<h2 class="st-heading-2">Globalstar Deal Emerges Amid Kuiper-Starlink Race</h2>The rumored talks come as Amazon deploys its low-Earth-orbit satellite network, formerly known as Project Kuiper, involving thousands of satellites to provide broadband connectivity globally. The company has launched over 200 satellites so far and is targeting a constellation of more than 7,700 satellites.Amazon’s network is the closest rival to&nbsp;<a href="https://stocktwits.com/symbol/SPACEX">SpaceX’s</a> Starlink satellite system, which operates a constellation of over 9,500 satellites and serves more than nine million users globally. Starlink is estimated to generate 50% to 80% of SpaceX’s revenue, including services provided to governments and national security agencies through its Starshield variant.The reported deal comes hours after SpaceX confidentially filed for a U.S. initial public offering that could become one of the largest listings on record, with a potential valuation of about $1.75 trillion.Meanwhile, Globalstar operates low-Earth-orbit communication satellites providing voice, data, and asset-tracking services across enterprise, government and consumer markets and had nearly 800,000 mobile satellite service subscribers as of the end of 2025.<h2 class="st-heading-2">Iridium, Viasat Build Out Satellite Coverage</h2>Iridium operates a global mobile satellite network delivering voice, data and positioning, navigation and timing services across aviation, maritime, government, emergency services and remote infrastructure markets.&nbsp;Earlier this year, Iridium introduced the Iridium 9604, a compact module that combines satellite connectivity, cellular network support and GPS positioning into a single device, allowing equipment to stay connected even in areas where traditional mobile networks are unavailable.On the other hand, Viasat operates global satellite communications networks across mobility, defense and connectivity markets and recently showed satellite-based voice calling for connected vehicles in areas without reliable cellular coverage.&nbsp;The company is also working with Space42 on the Equatys platform, a project expected to deploy thousands of satellites to improve global connectivity, and separately announced deployment of advanced ground antennas to expand satellite network coverage across South America, the Caribbean and the eastern Pacific.<h2 class="st-heading-2">How Do Retail Traders Feel About IRDM And VSAT?</h2>On Stocktwits, retail sentiment was ‘bullish’ for both IRDM and VSAT, with message volume ‘extremely high’ for IRDM and ‘normal’ for VSAT.Over the past year, IRDM is up about 7%, while VSAT has surged 360%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/vktx-stock-rises-after-hours-viking-buyout-target-big-pharma-glp1/cZ7xKGORIFq">VKTX Stock Rises After-Hours: CNBC Flags Viking As Likely Buyout Target This Year As Big Pharma Hunts Next GLP-1 Winner</a>

Amazon’s Rumored Globalstar Bet To Take On SpaceX Sent These 2 Satellite Stocks Higher Too

Globalstar had also explored a potential sale in October and held preliminary discussions with SpaceX, among other potential buyers.

Equity

JPMorgan Chase & Co. Has $13.25 Million Holdings in Viasat Inc. $VSAT

JPMorgan Chase & Co. lessened its position in Viasat Inc. (NASDAQ:VSAT - Free Report) by 9.7% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 452,064 shares of the communications equipment provider's stock after selling 48,723 s...

Needham & Company LLC Increases Viasat (NASDAQ:VSAT) Price Target to $58.00

Needham & Company LLC lifted their target price on Viasat from $45.00 to $58.00 and gave the company a "buy" rating in a research report on Friday...

Imminent SpaceX IPO Filing Ignites Rally Across Space-Linked Stocks

Imminent SpaceX IPO Filing Ignites Rally Across Space-Linked Stocks News that SpaceX may file an initial public offering prospectus with the Securities and Exchange Commission this week or next...

ASTS Gearing Up for BlueBird 7 Launch: Can it Drive its Growth Engine?

AST SpaceMobile eyes BlueBird 7 launch as a key catalyst to advance its space-based mobile network and strengthen its position in direct-to-device broadband.

Hudson Bay Capital Management LP Acquires Shares of 250,000 Viasat Inc. $VSAT

Hudson Bay Capital Management LP bought a new stake in Viasat Inc. (NASDAQ:VSAT - Free Report) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 250,000 shares of the communications equipment provider's st...

Viasat (NASDAQ:VSAT) Trading Down 7.4%  - Should You Sell?

Viasat (NASDAQ:VSAT) Stock Price Down 7.4% - Here's What Happened...

Here's Why ViaSat (VSAT) is a Strong Momentum Stock

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Viasat (NASDAQ:VSAT) Stock Price Up 7.3%  - Still a Buy?

Viasat (NASDAQ:VSAT) Trading Up 7.3% - Here's What Happened...

Insider Selling: Viasat (NASDAQ:VSAT) SVP Sells 30,411 Shares of Stock

Viasat Inc. (NASDAQ:VSAT - Get Free Report) SVP Robert James Blair sold 30,411 shares of the company's stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $47.04, for a total transaction of $1,430,533.44. Following the completion of the transaction, the...

ViaSat, Inc. engages in providing communications technologies and services. It operates through the Communication Services and Defense and Advanced Technologies business segments. The Communication Services business segment provides a wide range of broadband and narrowband communications solutions across government and commercial mobility markets. The Defense and Advanced Technologies business segment develops and offers a diverse array of resilient, vertically integrated solutions to government and commercial customers, leveraging the company’s technical competencies in encryption, cyber security, tactical gateways, modems, and waveforms. The company was founded by Mark D. Dankberg and Mark J. Miller on May 1, 1986 and is headquartered in Carlsbad, CA.

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