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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer Inc. is experiencing extreme volatility and intense community debate following an announcement of a major stock offering intended to fund a significant surge in AI server demand. While bulls are highlighting the company's massive order backlog as a long-term growth catalyst, bears and frustrated shareholders are expressing deep concerns over severe dilution, leadership credibility, and ongoing regulatory investigations.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle shares are under heavy pressure following a mixed reaction to strong earnings, as investors sour on the company's significant debt and equity raise intended to fund an aggressive AI infrastructure buildout. While analysts reiterate buy ratings due to a massive, growing backlog, the community is debating whether this capital-intensive strategy is a visionary move or an unsustainable drain on shareholders.

SpaceX

The upcoming SpaceX IPO is driving significant market volatility as investors rotate out of high-growth tech and semiconductor holdings to secure liquidity for the record-breaking offering. The community is sharply divided, with intense debate centering on the company's massive valuation and speculative AI revenue projections versus concerns regarding long-term profitability and the risk of the stock serving as retail exit liquidity.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The S&P 500 is experiencing heightened volatility as investors weigh a dual narrative of persistent inflation, evidenced by higher-than-expected PPI data, against geopolitical tension following aggressive rhetoric regarding Iran and potential shifts in energy control. Market participants are actively debating whether these factors represent a sustainable buying opportunity for a relief rally or a trap as they pivot focus toward the upcoming high-profile SpaceX IPO.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is facing intense scrutiny and volatility as investors grow frustrated with management's silence and the lack of a clear turnaround despite solid earnings, while the stock remains trapped in a narrow, manipulated trading range. The community is actively debating the impact of competitive gene therapy data from rivals and questioning if a long-awaited buyout or a shift in leadership is necessary to break the stock's persistent downward momentum.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending amid a volatile downturn, with investors weighing the company's $3.5 billion debt raise and massive AI infrastructure backlog against concerns over persistent insider selling and intense competition. Community sentiment is deeply divided, as some view the pullback as a buying opportunity given the firm's strategic NVIDIA partnerships, while others fear the stock faces further downside pressure due to market-wide liquidity shifts and negative insider trading trends.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is currently facing intense selling pressure fueled by widespread investor anxiety over the company's massive capital expenditure plans for AI and persistent rumors of potential share dilution. While community sentiment is deeply polarized between those calling for a leadership change due to spending concerns and value-oriented investors who view current price levels as a rare buying opportunity for a dominant ad business, the stock remains volatile as it navigates significant regulatory scrutiny and market-wide tech sector rotation.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is experiencing extreme volatility as investors weigh persistent inflation concerns and intensifying geopolitical tensions in the Middle East against ongoing speculation regarding potential peace negotiations. Community discourse remains deeply polarized, with active debates centered on the market's response to volatile headlines, the impact of high interest rates on tech valuations, and the anticipated liquidity shifts surrounding a high-profile upcoming SpaceX IPO.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is facing extreme investor frustration driven by a series of high-profile executive departures and a persistent, multi-month slide toward multi-year lows. While some in the community see a deep-value opportunity based on the company's cash-rich balance sheet and recent board-level appointments, many remain skeptical of management's ability to stabilize the stock without a significant, concrete growth catalyst.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is trending following a significant patent extension for Miplyffa that grants exclusivity through 2041, triggering a wave of analyst upgrades and heightened buyout speculation. The community is actively debating the company's valuation against potential acquisition scenarios while monitoring regulatory progress for its rare disease pipeline.

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@bpmf1911 @reinman_mt up or down, i just continue to add bi-weekly. In the short term i have some itm $gld puts from a long straddle.

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 up or down, i just continue to add bi-weekly. In the short term i have some itm 