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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is receiving attention following reports that it is in talks to lease part of its Ohio manufacturing campus to SK Hynix for memory chip production, an effort that could strengthen Intel's balance sheet. While many traders are optimistic about the potential for a major foundry partnership, others remain cautious, noting that discussions are not yet a confirmed deal and that market uncertainty surrounding Federal Reserve interest rate decisions is driving significant volatility.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending as traders debate the company's valuation and the impact of the AI safety debate, with some investors rotating into cybersecurity as a defensive AI play while others highlight concerns over the stock's high P/E ratio and insider selling. Market sentiment is split between those betting on long-term cybersecurity demand driven by AI threats and those viewing the recent price action as an overextended pump.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is trending as investors weigh strong demand for its industrial and power-generation equipment against concerns regarding a recent analyst downgrade and potential regulatory headwinds facing data center construction. While the company continues to benefit from infrastructure spending and AI-related expansion, debates persist among the community over whether current valuation levels are sustainable or if the stock is overextended.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Goldman Sachs shares are trending amid strong optimism surrounding the bank's record Q2 earnings, which featured significant revenue and EPS beats driven by a surge in investment banking, equities trading, and asset management. Investors are also closely monitoring the firm's capital return initiatives following the successful Federal Reserve stress test results.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing increased investor attention as the community anticipates potential commercial updates and manufacturing progress announcements during the industry conferences held in September. Traders remain divided between optimism over the company's optical engine platform and its potential role in AI data center scaling, and frustration regarding the timing of expected customer orders and revenue growth.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It 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

The community is debating the stock's outlook following its upcoming removal from the S&P 500 and a recent 15% workforce reduction, with traders weighing a potential turnaround against concerns over slowing growth and management's compensation. While some view the index exclusion and cost-cutting measures as catalysts for a bottom and eventual short squeeze, others remain skeptical, citing continued executive departures and the lack of a clear growth narrative.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin shares are facing downward pressure and remain range-bound, with investors expressing frustration over perceived market manipulation and lack of upward momentum despite the company's strong fundamentals and cash flow. While many traders remain bullish, pointing to an undervalued position with significant upside potential, others are concerned about the impact of macro factors like interest rates and the stock's inability to hold gains.

What Is Tezos (XTZ)?   Tezos is a high-performing blockchain and open-source platform for assets and applications, with a strong focus on code security, on-chain governance, and decentralization. Tezos 2.0, the upcoming step in the evolution of Tezos, aims to improve scalability (via layer 2s), composability, and to implement support to mainstream programming languages (like Javascript, Typescript, Python, and many others).   Initially built with formal verification in mind, the Tezos protocol enables builders to avoid bugs when developing smart contracts, making it particularly suited to applications that require a high degree of security and certainty.   Tezos’ LPoS (Liquid Proof-of-Stake) consensus mechanism enables any stakeholder to take part, directly or by delegation, in the consensus process, and to be rewarded for securing the network. Rather uniquely, Tezos’ on-chain governance system also enables stakeholders to create and vote on protocol upgrade proposals. This pioneering system allows the protocol to self-amend and upgrade itself without leading to a split (or fork) in the blockchain, empowering the community without slowing down innovation.   First proposed in 2014 and launched in 2018, the Tezos Mainnet has a proven track record of running uninterrupted ever since, having earned a strong reputation for technical excellence and a supportive community.    Who Are the Founders of Tezos? Tezos was conceived by Arthur and Kathleen Breitman in a 2014 white paper under the pseudonym L.M. Goodman in a nod to Satoshi Nakamoto, referencing a journalist who had misidentified the creator of Bitcoin.   In a previous paper, the Breitmans had argued that Bitcoin's biggest shortcomings were the lack of a governance process that invited contributions from its community of users, cost and centralization issues raised by its proof-of-work system, the limited expressiveness of its programming language which didn’t allow for smart contracts, and security

Tezos

Tezos is trending as traders debate the asset's long-term viability and recent price action, with some market participants expressing skepticism and labeling it a "trash" project while others highlight its potential for a rebound. The conversation is dominated by intense disagreement between bearish traders calling for lower prices and opportunistic bulls waiting for a reversal.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is trending primarily due to the launch of its "No Roads" flight tour and the opening of a new vertiport at L.A. LIVE, which the company frames as significant operational progress toward the 2028 Olympic Games. While bulls emphasize these milestones and recent Boeing-related acquisition deals as validation of long-term viability, bears remain skeptical, frequently highlighting missed production timelines, the absence of piloted transition flights, and continued cash burn.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is trending following significant insider buying by both the CEO and a director, which many traders view as a bullish signal that the stock price has bottomed. While some in the community remain skeptical of management's turnaround strategy, the insider activity has sparked widespread discussion regarding a potential reversal and a short squeeze.

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$RKLB no need for it they already have tons of money. Only logical reason is acquire someone. I bet this will come soon

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Rocket Lab USA Inc

 no need for it they already have tons of money. Only logical reason is acquire someone. I bet this will come soon

@Cj_is_koool Agree. Seems likely. With their balance sheet they could do a sub-$500M tuck-in, or push toward $1B+ if they pay in stock. Good question is what fits: smallsat buses, propulsion, or ground infra? Stock deal keeps cash for launches.

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 Agree. Seems likely. With their balance sheet they could do a sub-$500M tuck-in, or push toward $1B+ if they pay in stock. Good question is what fits: smallsat buses, propulsion, or ground infra? Stock deal keeps cash for launches.