SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 receiving heavy attention following a strong quarterly earnings report featuring record cloud infrastructure growth, raised forward guidance, and a massive expansion in remaining performance obligations. Community sentiment is deeply polarized, with bulls highlighting the stock's long-term potential as an AI infrastructure leader, while bears point to negative free cash flow and high capital expenditure as primary concerns.

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

The S&P 500 ETF is trending as investors digest August CPI data, which arrived broadly in line with expectations but featured a slightly warmer-than-anticipated core reading. While traders are reacting to the increased probability of a Federal Reserve rate hike, the market is exhibiting resilience and a relief rally, leading to intense debate among retail traders regarding the sustainability of this price action.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo shares are trending as traders react to the company's launch of a new $1 billion at-the-market equity offering program, which has fueled widespread investor concerns regarding share dilution and the company's financial strategy. While some investors view the current price as a buying opportunity, others remain bearish, citing the lack of commercial revenue and the recent termination of a previous financing facility.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe shares are under pressure following third-quarter results that featured a softer revenue outlook for the fourth quarter, overshadowing a modest earnings beat. Traders are also reacting to the upcoming leadership transition, as the company prepares for a new CEO in December.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending following the debut of the iPhone Duo, with retail investors showing excitement over the foldable device while analysts debate the company's pricing strategy and demand sustainability. Sentiment is buoyed by the new product's potential, though some traders remain cautious regarding the high price point and broader market volatility.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is trading lower following a second-quarter earnings report that saw a significant revenue miss compared to analyst expectations. Despite the financial shortfall, the community remains divided, with many traders expressing frustration over the lack of new contract announcements while others view the company's cash position and potential for upcoming project deals as reasons to maintain a long-term bullish outlook.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following a regulatory filing revealing that Chairman and CEO Ryan Cohen purchased one million shares in the open market, an insider buy that has generated significant optimism among retail traders despite broader market caution. While some investors interpret the move as a major signal of confidence in the company's long-term strategy and balance sheet, others express frustration over past share dilution and remain skeptical about the stock's immediate upside potential.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The market is experiencing significant volatility as traders react to rising Treasury yields and surging oil prices, leading to widespread debate over whether to position for a potential Federal Reserve rate hike or a continued rally following upcoming inflation data. Sentiment remains polarized, with many participants expressing skepticism toward current equity valuations and warning of a potential 'rug pull' or larger correction.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending as investors debate the impact of broader market macro headwinds—including oil prices, bond yields, and interest rate expectations—against positive sentiment surrounding its role as an AI infrastructure partner with NVIDIA. While some traders are expressing frustration over intraday volatility and price rejections, others maintain a bullish outlook based on institutional accumulation and the potential for a short squeeze.

Frequency Electronics, Inc. engages in the design, development, and manufacture of precision time and frequency generation technology. It operates through the following business segments: FEI-NY and FEI-Zyfer. The FEI-NY segment provides precision time, frequency generation, and synchronization products and subsystems that are found on-board satellites, in ground-based communication stations, and imbedded in moving platforms. The FEI-Zyfer segment designs, develops, and manufactures products for precision time and frequency generation and synchronization, primarily incorporating GPS technology. The company was founded by Martin B. Bloch on August 25, 1961 and is headquartered in Uniondale, NY.

Frequency Electronics, Inc.

Frequency Electronics is trending following a significant stock price increase and positive community sentiment surrounding its role in quantum sensing and defense technologies. Traders are highlighting the company's strong contract backlog, low share float, and recent record earnings as key drivers for potential long-term growth.

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$GRRR To be or not to be...

What are the implications of consolidating, or not consolidating, the SPVs?

From an operational standpoint, it matters a lot (you can walk around proud of having a low debt).

In terms of market valuation,
It could even be worth a 40x 🥳

Resellers (like the one seen in H1) rarely command a valuation of 1x sales (and if they aren&#39;t actually collecting the cash of what they sell, that drops easily to a maximum of 0.3–0.5x). 

Neocloud/GPUaaS providers, on the other hand, comfortably trade at 8–14x sales.

Where do things stand now?

Take next year’s $500M guidance and run the numbers (then decide whether to use outstanding shares or the fully diluted count). 

Do you see why consolidating, or not consolidating, the SPVs matters?

Obviously, Lord Chandan is selling you the Neocloud/GPUaaS dream.
The market is rightly see a value added reseller, because the balance sheet and the income statement tell the true story.

Do you prefer a 500Mx0.3 or a 500Mx14?

👋

David Donovan

StockTwits For Android 

Gorilla Technology Group Inc

 To be or not to be...

What are the implications of consolidating, or not consolidating, the SPVs?

From an operational standpoint, it matters a lot (you can walk around proud of having a low debt).

In terms of market valuation,
It could even be worth a 40x 🥳

Resellers (like the one seen in H1) rarely command a valuation of 1x sales (and if they aren't actually collecting the cash of what they sell, that drops easily to a maximum of 0.3–0.5x). 

Neocloud/GPUaaS providers, on the other hand, comfortably trade at 8–14x sales.

Where do things stand now?

Take next year’s $500M guidance and run the numbers (then decide whether to use outstanding shares or the fully diluted count). 

Do you see why consolidating, or not consolidating, the SPVs matters?

Obviously, Lord Chandan is selling you the Neocloud/GPUaaS dream.
The market is rightly see a value added reseller, because the balance sheet and the income statement tell the true story.

Do you prefer a 500Mx0.3 or a 500Mx14?

👋