SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Despite strong earnings, Broadcom (AVGO) shares are trending down, sparking debate among investors about AI's future and potential overvaluation. Community members are pointing to analyst target price revisions and the company's AI revenue growth, while others cite margin concerns and broader market rotation. The stock's price movement has triggered a mix of bullish and bearish sentiment, with some anticipating a quick rebound and others bracing for further decline.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune is trending amid speculation about upcoming catalysts, particularly 48-week data and potential FDA feedback, creating high volatility. The community is split, with bulls anticipating positive news and a potential buyout, while bears point to past disappointments and concerns about trial data. Discussions revolve around potential market manipulation, short squeezes, and the company's overall prospects in the competitive weight loss and MASH treatment landscape.

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

Rivian is trending due to analyst upgrades following its AI and Autonomy Day, where the company highlighted its custom autonomous driving chip and AI features. The community is actively debating the long-term implications of Rivian's technology roadmap, especially its potential to compete with Tesla. Discussions also include the possibility of a short squeeze amid the positive analyst sentiment.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray is trending amid reports that the Trump administration may reclassify marijuana as a Schedule III drug, potentially easing federal restrictions. This news has sparked a surge in cannabis stocks, with community members discussing potential catalysts, analyst target prices, and the broader implications for the sector. Some traders are weighing the potential for a short squeeze.

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 is trending downwards following concerns about increased AI-related capital expenditures and debt, sparked by a recent earnings report. The community is debating whether the selloff is an overreaction or a sign of deeper issues with Oracle's strategy and dependence on OpenAI. Despite a substantial backlog, investors are questioning the profitability timeline and the company's financial management amid growing competition.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

MSOS is trending amid speculation that a Trump administration policy shift on cannabis rescheduling could be imminent, potentially driven by political motives ahead of upcoming elections. Community discussions revolve around the potential impact on US cannabis operators, with many seeing this as a buying opportunity despite previous false starts. The focus remains on the broader implications for the sector, particularly the potential for increased investment and reduced tax burdens for domestic companies.

Aventus Network

Aventus Network ($AVT) is trending as community members highlight a strong chart, real-world partnerships including Vodafone, Heathrow airport and Polkadot, and the potential for a breakout. Traders are also interested in the low market cap and Polkadot integration, with some believing it is undervalued. Volume is a key indicator being watched for potential price movement.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending as investors discuss its potential connection to Google's AI initiatives, particularly after positive comments on CNBC. The community is also focused on the high short interest, anticipating a potential short squeeze, and the recent news regarding the Cayuga site development.

Jiuzi Holdings, Inc. engages in franchise and operation of retail stores. The firm sells new energy vehicles (NEVs) under the brand name Jiuzi. It operates through the NEVs Sales and Franchise Services segments. The company was founded on October 10, 2019 and is headquartered in Hangzhou, China.

Jiuzi Holdings Inc

Jiuzi Holdings is trending as traders discuss its potential for a significant move, drawing comparisons to other volatile Chinese stocks like $SMX. Fueling the conversation is news of a substantial increase in a private placement commitment, now potentially reaching $1 billion, aimed at expanding into crypto asset services. Despite some skepticism and concerns about potential dilution, the community is actively debating whether this could be a buying opportunity or a classic pump and dump.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending as traders digest a mixed Q3 earnings report, which included a beat on revenue and EPS but a dip in margins, alongside the unexpected announcement of a CEO transition. The community is actively debating whether international growth can offset softening performance in the Americas and if a $1B buyback authorization signals confidence or masks underlying issues. Analyst target prices are being updated following the news, adding another layer to the conversation.

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$RBRK - As a long time RBRK customer, I can tell you first hand that no other vendor cares as much about their customer.

I feel the same way as an investor.
RBRK will be a profitable company. 

Mark my words. 

I believe! 

I have seen nothing so far since the IPO that has made me change that belief. 

I believe in data security!
I believe in identity protection!
I believe in Agent security!

RBRK already protects the data, why not protect your AI agents as well?

HillfA

J Waldo

Rubrik Long

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Rubrik Inc. - Class A

 - As a long time RBRK customer, I can tell you first hand that no other vendor cares as much about their customer.

I feel the same way as an investor.
RBRK will be a profitable company. 

Mark my words. 

I believe! 

I have seen nothing so far since the IPO that has made me change that belief. 

I believe in data security!
I believe in identity protection!
I believe in Agent security!

RBRK already protects the data, why not protect your AI agents as well?

Butters33

@Butters33 are there any other stocks you have as must conviction as you do with rubrik? thanks for your input

 are there any other stocks you have as must conviction as you do with rubrik? thanks for your input

painfully patient

@Butters33 I don’t think this is material non public info but they recently had a lunch and learn at my company where they gave $50 DoorDash gift cards for each person that showed up!!! I was like wtf!!!

 I don’t think this is material non public info but they recently had a lunch and learn at my company where they gave $50 DoorDash gift cards for each person that showed up!!! I was like wtf!!!

Travis Brown

@painfullypatient - Really no, I wish there was!

I have another 40 individual stocks in my portfolio, however I’m not able to speak with as much confidence for any of the other 39.

Also since I invested, prices have changed drastically.

I am bullish on all of the below. 

RBRK
ALAB
CRWD 
PSTG
CURLF
SMWB
AVGO
SMCI
SOUN
FTNT
ANET

However some of these positions are already at their highs, like CRWD which I purchased at like $325.
I may actually sell out of CRWD soon.

But figured I’d share some of my positions.

 - Really no, I wish there was!

I have another 40 individual stocks in my portfolio, however I’m not able to speak with as much confidence for any of the other 39.

Also since I invested, prices have changed drastically.

I am bullish on all of the below. 

RBRK
ALAB
CRWD 
PSTG
CURLF
SMWB
AVGO
SMCI
SOUN
FTNT
ANET

However some of these positions are already at their highs, like CRWD which I purchased at like $325.
I may actually sell out of CRWD soon.

But figured I’d share some of my positions.