Presented by Mode Mobile: there’s a $2 start-up that might be well positioned to benefit from the upcoming SpaceX IPO. Click here to read more.
🔥 Good Morning from Top Tickers
This Biotech Just Popped 15% Pre-Market
The semiconductor trade is back in the driver's seat this morning, with chip names rebounding sharply after Friday's brutal sell-off. After a rout, the dip-buyers have returned in force.
Elsewhere, a deal with a pharma giant is sending one biotech soaring, and two stocks are getting a lift from the most reliable catalyst in the market: a spot in the S&P 500. Defensive staples, by contrast, are slipping as money rotates back toward risk. The theme today is that appetite, with index mechanics and partnership news doing the heavy lifting.
🤝 Sponsored By Mode Mobile
SpaceX’s $2 ‘Secret Supplier’?
Wall Street is preparing for what could become one of the biggest IPOs in market history.
SpaceX.
And if history tells us anything, when Elon Musk takes a company public…
It doesn't just create one winner.
It creates an entire ecosystem of winners around it.
When Tesla surged…
Battery suppliers exploded.
When Nvidia ran…
AI infrastructure stocks went parabolic.
When OpenAI went mainstream…
Data center and power companies soared 10x, 20x, even 50x.
Now investors are asking a different question:
If SpaceX IPOs… what industries could benefit next?
The answer?
We think Elon is going all-in on AI automation - because things running in space will need tech to operate perfectly on their own.
And we found a $2 startup positioned right at the center of it.
Specifically - investors that have at least $2,500 to work with have a chance to get in early BEFORE this company potentially goes public as well
How?
Best,
Invested Alpha
🚀 Pre-Market Movers
The Biggest Gainers, Ranked
Nurix Therapeutics (NRIX): +15%
The biotech is surging on a partnership with Roche to develop and commercialize a protein degrader aimed at cancers and autoimmune diseases. For a clinical-stage name, a deal with a pharma giant validates the science and de-risks the path forward, which is exactly what this kind of move signals.
Marvell Technology (MRVL): +8%
Marvell is jumping on news that it will join the S&P 500, bumping Campbell's from the index. Forced buying from index funds tends to follow these additions, and the market is front-running that demand.
Micron Technology (MU): +8%
Chip stocks are rebounding hard after Friday's sell-off, and Micron is leading the bounce. After a sharp drop, this looks like dip-buyers stepping back into the semiconductor trade.
Flex (FLEX): +4%
Flex is popping on confirmation that it will join the S&P 500 alongside Marvell, replacing Pool Corp. As with any index addition, the prospect of passive inflows is enough to move the stock before the bell.
📉 Pre-Market Movers
The Biggest Losers, Ranked
Church & Dwight (CHD): -2%
The consumer-products maker behind Arm & Hammer is drifting lower in premarket. Defensive staples names like this tend to fall when money is rotating back toward risk, which fits the broader tone of the morning.
FactSet Research Systems (FDS): -1%
The financial data provider is edging lower in premarket. It is a modest move with no clear catalyst, the kind of quiet drift that can get lost on a busy morning.
TJX Companies (TJX): -1%
The off-price retailer behind TJ Maxx and Marshalls is down fractionally. The move is small enough that it reads more like noise than a real shift in the story.
🤝 Sponsored By Mode Mobile
SpaceX’s $2 ‘Secret Supplier’?
Wall Street is preparing for what could become one of the biggest IPOs in market history.
SpaceX.
And if history tells us anything, when Elon Musk takes a company public…
It doesn't just create one winner.
It creates an entire ecosystem of winners around it.
When Tesla surged…
Battery suppliers exploded.
When Nvidia ran…
AI infrastructure stocks went parabolic.
When OpenAI went mainstream…
Data center and power companies soared 10x, 20x, even 50x.
Now investors are asking a different question:
If SpaceX IPOs… what industries could benefit next?
The answer?
We think Elon is going all-in on AI automation - because things running in space will need tech to operate perfectly on their own.
And we found a $2 startup positioned right at the center of it.
Specifically - investors that have at least $2,500 to work with have a chance to get in early BEFORE this company potentially goes public as well
How?
Best,
Invested Alpha
👀 What We’re Watching
Here’s One Ticker That’s Trending Today
Oracle (ORCL)
Oracle reports earnings Wednesday after the close, and retail traders are circling it as the next big test of the AI infrastructure trade. The conversation centers on whether Oracle's cloud backlog can keep converting into revenue fast enough to justify a stock that has run more than 50% off its April lows, and whether its heavy reliance on a handful of AI customers is a strength or a risk.
The stock isn't making a big premarket move today, but the chatter is loud: StockTwits sentiment has swung between bullish and extremely bullish over the past week. This print could be the catalyst that either cements the rally or gives the skeptics their opening.
How are you feeling today?
* Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur. The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period. Current and historical share price(s) set by Mode Mobile. In making an investment decision, investors must rely on their own examination of the issuer and the terms of the offering, including the merits and risks involved. Mode Mobile has filed a Form C with the Securities and Exchange Commission in connection with its offering, a copy of which may be obtained here: https://www.sec.gov/Archives/edgar/data/1748441/000164117225025402/ex99.pdf
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