SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Teslas confirmed Cybercab/robotaxi event in Austin on September 3 is driving attention, with traders focused on steering-wheel-free vehicles, unsupervised rides, possible reservations, and broader FSD autonomy rollout. Bullish participants view it as evidence of deployment and scaling, while skeptics call the move hype or a sell-the-news setup, citing valuation, regulatory uncertainty, and limited real-world scale.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Circulating Grand Theft Auto VI gameplay leaksand speculation that they show an unfinished or technically limited buildare driving the selloff, with some traders also fearing another delay. Others argue the footage is outdated or promotional, citing strong apparent demand and the upcoming launch as reasons to buy the dip.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

A prolonged selloff has focused debate on Alphabets heavy AI infrastructure spending, reduced buybacks and potential dilution, alongside competitive pressure from OpenAI, Anthropic and Meta. Traders are divided between bearish views that the stock lacks near-term catalysts and bullish arguments that its valuation, cloud growth, TPUs and AI capabilities remain attractive.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Persistent weakness and range-bound trading are driving attention, with traders debating whether Alphabets heavy AI infrastructure spending, uncertain returns, search competition and regulatory exposure justify the underperformance. Bulls point to the companys low valuation, cloud growth, Gemini and TPU opportunities, while bears view the setup as a value trap and cite weakening technical momentum.

Amentum Holdings, Inc. engages in mission-critical, technology-driven services in government and commercial markets. It operates through the Digital Solutions and Global Engineering Solutions segments. The Digital Solutions segment provides advanced digital and data-driven solutions including intelligence analytics, space system development, cybersecurity, and next generation IT. The Global Engineering Solutions segment manages large-scale environmental remediation, nuclear power solutions, platform engineering, sustainment and supply chain management. The company was founded on November 26, 2019 and is headquartered in Chantilly, VA.

Amentum Holdings Inc.

Amentum is drawing attention after a series of NASA, defense, nuclear, and infrastructure contract updates, with traders debating why the shares remain weak despite the growing backlog. Bullish investors point to improving margins and valuation, while skeptics focus on limited revenue growth, debt, thin profitability, and analyst downgrades.

Corvex, Inc. is an AI cloud computing company, which specializes in GPU-accelerated infrastructure for AI workloads. Its products include GPU Clusters, Confidential Computing, Inference as a Service and GPU Node. The firm offers solutions include AI model builders, enterprises, federal and sovereign solutions. The company was founded by Seth Mitchell Demsey, Jay Crystal on October 21, 2024 and is headquartered in Arlington, VA.

Corvex Inc.

Movano Inc

Corvexs multi-year agreement to provide NVIDIA Blackwell GPU clusters and expand data-center capacity is driving attention, with traders framing the deal as a shift toward AI infrastructure. Bullish participants are focused on the low effective float and potential short squeeze, while skeptics highlight dilution risk, the discounted private placement, and execution uncertainty.

Seeker is building a decentralized mobile ecosystem designed to challenge entrenched mobile incumbents through its TEEPin network architecture and community governance. It aims to solve the pain points of centralized app store gatekeeping, lack of developer freedom, and restricted user access to crypto applications. The vision is to create a community-owned platform with decentralized governance, no gatekeepers, direct developer-user access, and TEEPin security architecture.

Seeker

Exchange-listing visibility, including reported Upbit, Coinbase, and Crypto.com availability, has fueled intense attention around Seekers Solana smartphone-token narrative and its user airdrop, staking, and payment utility. Traders are broadly bullish on the resulting volume and momentum, while others warn that airdrop-related selling, staking unlocks, and speculative pump-and-dump activity could drive sharp reversals.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

A sharp, sector-wide selloff following the SpaceX IPO has weighed on Planet Labs, with traders citing capital rotation out of space stocks and concern over the companys ATM share issuance and limited management updates. Attention is increasingly centered on the upcoming earnings report as a potential turning point, while bulls view the decline as an oversold accumulation opportunity and bears expect further weakness.

Zoracles

A sharp, high-volume rally in the low-market-cap token has sparked momentum trading and widespread speculation about a potential short squeeze. Bulls point to heavy futures short positioning, technical breakout potential, and Zoras creator-coin/attention-market ecosystem, while skeptics warn of dilution, weak liquidity, and another pump-and-dump move.

Select Sector SPDR Trust (The) - State Street Financial Select Sector SPDR ETF

Financial Select Sector SPDR Fund

Financials have attracted sustained rotation flows from technology and other sectors, with strong bank earnings, capital-markets activity and repeated breakouts driving XLF toward record highs. Traders remain divided between continued sector leadership and an overbought pullback, citing elevated bond yields, credit concerns and recession risks as potential headwinds.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Microsoft Corporation

NVIDIA Corp

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Portfolio Update — August 31

Pretty quiet week for the portfolio.

My only buy was my weekly $BN DCA. 

Outside of that, I’ve been stacking cash and staying patient.

For the “Other” portion of the graphic:
$BN: 4.3% $NFLX: 3.9% $FUBO: 0.6%

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Brookfield Corporation

Netflix Inc

fuboTV Inc

Portfolio Update — August 31

Pretty quiet week for the portfolio.

My only buy was my weekly 

 DCA. 

Outside of that, I’ve been stacking cash and staying patient.

For the “Other” portion of the graphic:
