SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas quarterly results beat expectations and its 2027 outlook reinforced the AI data-center infrastructure growth thesis. Traders welcomed the demand outlook, but debate whether the sharp pullback, volatile trading, low margins and customer concentration temper the bullish case.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians continued slide to fresh 52-week lows has traders focused on whether upcoming quarterly results can ease concerns about losses, cash burn and execution; reports that Volkswagen is considering XPeng software for some European vehicles have also raised questions about Rivians partnership role. Sentiment is largely frustrated and cautious, though some investors see the selloff as a buying opportunity tied to the R2 ramp.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BMNRs steep selloff and underperformance versus ETH dominate discussion, with traders questioning whether its Ethereum-treasury strategy can support the stock as it trades at a discount to reported asset value and ETH accumulation nears its stated target. Some see continued ETH purchases and share buybacks as a buying opportunity, while others point to risk-off crypto sentiment and criticize management and Tom Lees bullish forecasts.

Whirlpool Corp. engages in the manufacturing and marketing of home appliances. Its products include home laundry appliances, refrigerators and freezers, cooking appliances, home dishwashers, and room air-conditioning equipment, mixers, and portable household appliances. The firm's brands include Whirlpool, KitchenAid, Maytag, Consul, Brastemp, Amana, Bauknecht, JennAir, and Indesit. It operates through the following geographical segments: Major Domestic Appliances (MDA) North America, Major Domestic Appliances (MDA) Latin America, Small Domestic Appliances (SDA) Global, and Others. The company was founded by Emory Upton, Fred Upton, and Louis C. Upton on November 11, 1911 and is headquartered in Benton Harbor, MI.

Whirlpool Corp.

Whirlpools weak first-quarter results, reduced full-year outlook and dividend suspension have intensified concern about soft appliance demand and the companys debt burden. Traders largely warn of further downside and financial distress, while some see the selloff as an oversold buying opportunity and question managements attribution of the downturn to the Iran war.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

XP plunged alongside Brazilian stocks after Lulas election victory, as traders focused on concerns about government spending and fiscal discipline. Many view the selloff as an election-driven overreaction and are buying for a bounce, while others warn that political uncertainty could keep pressure on the shares.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

DoorDash shares are drawing attention amid reports of advanced talks to acquire Instacart, with traders debating whether the deal would expand its grocery-delivery reach or prove costly and face antitrust hurdles. The reaction is broadly cautious, with some viewing the acquisition as strategic and others questioning its value and pointing to the stocks decline.

Maplebear, Inc. engages in the design and development of an online application that offers grocery delivery and pick-up services. The firm offers Instacart which enables users to connect with personal shoppers in the area who pick up and deliver groceries from local stores. The company was founded by Apoorva Mehta, Brandon Leonardo, and Max Mullen in 2012 and is headquartered in San Francisco, CA.

Maplebear Inc.

Instacart

Reports that DoorDash is in advanced talks to acquire Instacart are driving attention and a sharp rally. Traders are speculating about a takeover while others caution that the talks could collapse and the rumor may limit further upside; no definitive deal has been announced.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

Q3 earnings expectations dominate, with traders focused on branded-checkout growth, margins and guidance amid the share-price decline; some fear another post-report selloff, while bulls see the pullback as an opportunity. Takeover and bank-charter speculation also circulates, but remains unconfirmed.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Lula da Silvas unexpected runoff victory has triggered a sharp repricing across Brazilian equities, with traders citing concern about government spending and fiscal discipline. The community is divided between calling the selloff an overreaction and buying the dip, and warning that political and economic uncertainty could prolong the decline.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry CEO John Giamatteos CNBC interview and discussion of QNX and Alloy Kore have renewed attention, with bullish traders focused on software momentum and the growing royalty backlog. Others remain skeptical about execution and criticize Giamatteos recent share sales.

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🚨 BULLSEYE STRONG BUY ALERT: $CLS 🚨

$CLS reports Q3 earnings after the close today with their massive 2026 Investor &amp; Analyst Day following tomorrow morning at 8:00 AM ET. While Wall Street still prices $CLS like a commoditized, low-margin assembly house, $CLS is slowly transforming into a high-margin custom AI infrastructure company. Their Hardware Platform Solutions unit is capturing massive market share in 800G and 1.6T networking switches and custom ASIC rack builds for hyperscale cloud giants.

Expect management to expand long-term operating margin targets past their current 8.4% guide as high-margin custom silicon dominates their revenue mix. A monster print and guidance raise from $CLS won&#39;t just trigger a massive valuation re-rate for $CLS—it instantly ignites the high-beta optical supply chain. Surging 800G/1.6T switch deployments could drive sympathy moves across pure-play optical transceivers, laser engines, and InP substrates including $LITE, $COHR, $AAOI, and $AXTI.

Bullseye Private Alerts members have already gotten our preferred play. Grab your 7-day free trial and 50% off for life before the the bell—all details are in our profile.

Good luck to all! 🎯

Jerry

Ricky bobby

Sirfresco

Jim DeStefano

$CLS $LITE $COHR $AAOI $AXTI Nailed the call, but not the timing. Congrats to everyone who bought, especially during that afternoon dip. Anyone who bought in the regular session, regardless of price, is looking good right now! 📈🎯

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BullseyeGains

Lumentum Holdings Inc

Coherent Corp

Applied Optoelectronics Inc

AXT Inc

 reports Q3 earnings after the close today with their massive 2026 Investor & Analyst Day following tomorrow morning at 8:00 AM ET. While Wall Street still prices 

 like a commoditized, low-margin assembly house, 

 is slowly transforming into a high-margin custom AI infrastructure company. Their Hardware Platform Solutions unit is capturing massive market share in 800G and 1.6T networking switches and custom ASIC rack builds for hyperscale cloud giants.

Expect management to expand long-term operating margin targets past their current 8.4% guide as high-margin custom silicon dominates their revenue mix. A monster print and guidance raise from 

 won't just trigger a massive valuation re-rate for 

—it instantly ignites the high-beta optical supply chain. Surging 800G/1.6T switch deployments could drive sympathy moves across pure-play optical transceivers, laser engines, and InP substrates including 

.

Bullseye Private Alerts members have already gotten our preferred play. Grab your 7-day free trial and 50% off for life before the the bell—all details are in our profile.

Good luck to all! 🎯

@BullseyeGains Thank you bro. 
Any update analysis for $WDC

Western Digital Corp.

 Thank you bro. 
Any update analysis for 

@shonv No new analysis on WDC other than it&#39;s having a huge bounceback day today, which I love to see. Temporary bottom is likely in unless we get some really bad macro news.

 No new analysis on WDC other than it's having a huge bounceback day today, which I love to see. Temporary bottom is likely in unless we get some really bad macro news.

@BullseyeGains Thanx a lot bro. Appreciate ur analysis.  A big fan of u.

 Thanx a lot bro. Appreciate ur analysis.  A big fan of u.

@BullseyeGains  thank you for this! What do you think of GLW?

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  thank you for this! What do you think of GLW?

@TrojanH0rse It&#39;s been beaten down quite a bit, but I wouldn&#39;t be surprised if they have a good ER/call tomorrow. I&#39;m not as big on it as I am on CLS due to CLS&#39;s extremely undemanding valuation.

 It's been beaten down quite a bit, but I wouldn't be surprised if they have a good ER/call tomorrow. I'm not as big on it as I am on CLS due to CLS's extremely undemanding valuation.

@BullseyeGains thank you for coming back so quickly! You’re a legend mate. Blessings your way

 thank you for coming back so quickly! You’re a legend mate. Blessings your way